保险板块14日盘中大幅拉升，截至发稿，中国太保、新华保险涨超5%，中国平安、中国人保涨逾3%， 中国人寿涨超2%。 港股方面，阳光保险大涨超8%，中国太保涨近7%，新华保险、中国人寿、中国太平等涨逾5%。 消息面上，今年以来，险资举牌不断。港交所股权披露信息显示，中国平安于8月11日以每股均价 32.0655港元买入中国太保H股，合计买入174.14万股，共耗资超5583万港元。本次买入后，中国平安持 有中国太保H股股份占其已发行的有投票权股份的比例为5.04%，触发举牌。据悉，这是时隔六年再现 险企举牌险企。 行业方面，近期保险行业负债端再迎利好，人身险预定利率进一步下调，传统人身险从2.5%直接降到 2%。东莞证券指出，短期内，预定利率下调可能会引起阶段性产品停售潮，随着预定利率正式下调、 产品价格上涨，普通型人身险产品吸引力下降，新单保费增长面临一定压力。从长期看，有助于推动保 险公司优化产品结构，加大分红险、万能险等浮动收益型产品的开发与销售力度，通过投资收益分享满 足消费者一定弹性收益需求，有效缓解负债端刚性成本压力。资产端，险资入市政策持续松绑，今年以 来险企频频举牌银行股，银行板块今年以来强势的 ...

Group 1 - The Hong Kong Stock Connect Non-Bank ETF (513750) has seen a significant increase of 1.78% as of August 13, 2025, and a cumulative rise of 56.70% since its low on April 10 [1] - The ETF's trading volume was active, with a turnover rate of 17.57% and total transactions amounting to 2.628 billion yuan [1] - The latest inflation data from the US showed a mild increase, with a month-on-month rise of 0.2% and a year-on-year increase of 2.7%, which is below market expectations [1] Group 2 - As of August 13, 2025, the Hong Kong Stock Connect Non-Bank ETF reached a record high in size at 14.879 billion yuan, with a year-to-date growth of over 1785.80% [2] - The ETF has seen continuous net inflows over the past six days, with a peak single-day net inflow of 906 million yuan, totaling 1.720 billion yuan in net inflows year-to-date [2] - The ETF's net asset value has increased by 94.24% over the past year, ranking 37 out of 2956 index equity funds, placing it in the top 1.25% [2] Group 3 - The CSI Hong Kong Stock Connect Non-Bank Financial Theme Index (931024) has its top ten weighted stocks accounting for 78.19%, with major holdings including China Ping An, AIA, and Hong Kong Exchanges [3] - Insurance stocks are viewed as having dual dividend advantages, benefiting from both high dividends and the performance of high-dividend assets in which leading insurers have invested [3] - The non-bank sector is expected to benefit from macroeconomic stability and potential interest rate cuts by the Federal Reserve, which could enhance market activity in both A-shares and Hong Kong stocks [3] Group 4 - The Hong Kong Stock Connect Non-Bank ETF (513750) is the first and only ETF tracking the non-bank index, with over 60% of its composition in insurance stocks [4] - The ETF selects up to 50 listed companies that meet the non-bank financial theme from the Hong Kong Stock Connect securities range to reflect the overall performance of this sector [4]

Core Viewpoint - Several listed insurance companies in China, including China Ping An, China Life, and China Pacific Insurance, have suspended the disclosure of monthly premium income data, indicating a shift in focus towards value indicators rather than scale metrics [1][1]. Group 1: Company Responses - China Ping An stated that the switch to new standards means that original insurance premium income does not fully reflect the insurance service income, especially for life insurance companies [1]. - The last premium income announcement from China Ping An was on January 14, 2025, reporting the original insurance contract premium income for the year 2024 [1]. - Other listed insurance companies, such as China Life and China Pacific Insurance, have also ceased to disclose monthly premium income data this year [1]. Group 2: Industry Trends - The decision to stop disclosing monthly premium income is not unique to China Ping An, as it reflects a broader trend among several listed insurance companies in China [1]. - In contrast, Xinhua Insurance and China Taiping Insurance continue to disclose relevant data, highlighting a divergence in reporting practices within the industry [1].

二、接此批复文件后，中国人民财产保险股份有限公司应立即停止该机构的一切经营活动，于15个工作 日内向大理金融监管分局缴回许可证，并按照有关法律法规要求办理相关手续。 2025年8月7日，大理金融监管分局发布批复称，《中国人民财产保险股份有限公司大理州分公司关于撤 销剑川支公司甸南营销服务部的请示》（大人保财险发〔2025〕128号）收悉。经审核，现批复如下： 一、同意撤销中国人民财产保险股份有限公司剑川支公司甸南营销服务部。 ...

据山东高法消息，8月12日，东营市中级人民法院一审公开开庭审理了中国人民财产保险股份有限公司 （以下简称人保财险公司）原党委委员、监事会主席张孝礼受贿一案。东营市人民检察院指控：2009年 7月至2024年9月，张孝礼利用担任人保财险董事会秘书局/监事会办公室主任、党委委员、副总裁、一 级资深专家等职务上的便利以及职权、地位形成的便利条件，直接或通过其他国家工作人员职务上的行 为，为相关单位和个人在承揽保险业务、资金拨付、人员入职、工作调整等方面谋取利益，非法收受财 物共计折合人民币990万余元。庭审中，检察机关出示了相关证据，被告人张孝礼及其辩护人进行了质 证，控辩双方在法庭的主持下充分发表了意见。张孝礼进行了最后陈述，表示认罪悔罪。庭审最后，法 庭宣布休庭，择期宣判。人大代表、政协委员及社会各界群众十余人旁听了庭审。 ...

"以前线下办团险要加个人,怎么也得三五天才能搞定。每次赶上办团险都得加班!"团险经办人小张曾经 的经历并非个例。对于小微企业的经办人或身兼多职的老板而言,线下办团险往往耗时费力。 行业观察印证了这一点,《2025企业保险数字化趋势报告》指出:"团险业务移动端办理需求年增速达 67%"。中国人保、中国平安、友邦等头部险企已推出团险移动客户端,更多保司也在综合APP中增设团 险相关功能,一场向移动端迁移的服务革命悄然上演。 那么,这些团险移动端的实际价值如何?能否真正解决企业办理团险的核心痛点呢? 直击三大痛点:移动端如何破解团险办理的"效率黑洞" 传统模式下,因员工流动快、移动办公多和单据寄送慢等问题,团险业务的办理效率难以提升。移动端如 何破解这些痛点呢? 这一创新不仅提升了响应速度,还降低了因信息不对称导致的操作风险,为企业团险的异地管理和跨地区 协同提供了有效保障。 告别纸质单据,解决"寄得慢、找不着"难题 纸质单证的管理是企业另一大负担。线下申请发票加快递需2–3天,签收扫描后才能报销,流程长易出错。 同时,企业每年积压数十份纸质保单和发票,查询困难且易丢失污损,长期存储管理成本高昂。 员工流动快,告别 ...

MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨跌幅 ▽ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 02601 | 中国太保 | 0 | 6.33% | 33.940 | 3265.14亿 | 41.29% | | 00966 | 中国太平 | | 4.83% | 17.800 | 639.74亿 | 57.94% | | 01336 | 新华保险 | | 4.46% | 49.200 | 1534.82 乙 | 129.69% | | 02628 | 中国人寿 | | 3.46% | 22.720 | 6421.74亿 | 60.15% | | 02328 | 中国财险 | | 3.28% | 17.000 | 3781.27 7 | 42.90% | | 01339 | 中国人民保险集团 | | 2.96% | 6.270 | 2772.84亿 | 67.56% | | 02318 | 中国平安 | | 2.37% | 56.050 | 1.02万亿 | 26.56% | | 01299 ...

Core Viewpoint - The five major A-share listed insurance companies in China believe that the current equity market has strategic allocation value, despite market fluctuations and declining interest rates [1][3]. Group 1: Investment Performance - In 2021, the five major insurance companies achieved a total net profit of CNY 215.96 billion, with China Ping An, China Life, China Pacific Insurance, China Property & Casualty, and New China Life reporting net profits of CNY 101.62 billion, CNY 50.92 billion, CNY 26.83 billion, CNY 21.64 billion, and CNY 14.95 billion respectively [2]. - The investment yield for these companies remained around 5%, with New China Life achieving the highest total investment yield of 5.90% and China Property & Casualty having the highest net investment yield at 4.80% [2]. - The successful investment performance is attributed to a "barbell strategy," which involves combining two types of investment products with significantly different styles [2]. Group 2: Market Outlook - Insurance companies see the current market adjustment as a release of risks and an opportunity for long-term investment, with a belief that the equity market is showing strategic allocation value [3]. - The macroeconomic environment in 2022 is expected to support steady growth, providing a solid foundation for the equity market [3]. - Current market valuations are considered relatively low, with major indices like the Shanghai Composite Index and CSI 300 Index below the 30th percentile of their valuations over the past decade [3]. Group 3: Investment Strategy - The focus for future equity asset allocation will be on sectors aligned with national policy directions, such as carbon neutrality, digital economy, and healthcare [4][5]. - Companies are looking to capitalize on structural investment opportunities arising from traditional industries' valuation recovery and emerging strategic sectors like consumption upgrades and technological innovation [4][5]. - There is an emphasis on exploring investment opportunities in the Hong Kong market and diversifying equity investments [5].

伴随年报披露完毕，险企2021年投资收益也浮出水面。数据显示，五家A股上市险企2021年投资收 益率维持在5%上下，成为拉动险企净利润增长的重要渠道。其中，新华保险总投资收益率最高，为 5.90%；中国人保净投资收益率最高，为4.80%。 数据显示，截至2021年末，保险资金运用余额23.2万亿元，其中投资债券9.1万亿元，投资股票2.5 万亿元，投资股票型基金0.7万亿元，权益类资产配置仍有较大提升空间。多家上市险企表示，当下权 益市场已具备战略配置价值，根据其披露信息，碳中和、大健康等赛道有望获得更多关注。 多险企投资收益率高于5% 2021年，五大A股上市险企合计实现归母净利润2159.58亿元，同比降低14.41%。其中，中国平 安、中国人寿、中国太保、中国人保、新华保险分别实现归母净利润1016.18亿元、509.21亿元、268.34 亿元、216.38亿元、149.47亿元。 投资收益仍是险企净利润的重要来源。数据显示，五家险企2021年的投资收益率维持在5%上下。 其中，新华保险总投资收益率最高，为5.90%；中国人保净投资收益率最高，为4.80%。具体来看，中 国人保、中国平安、中国太保、中 ...

疫情挡住了脚步，但挡不住爱。在"六一"儿童节到来之际，中国人保寿险特别发起了一场历时3个 月的线上加线下公益助学行动——"爱＋1"公益捐书活动。 早在2016年12月，国家新闻出版广电总局曾向社会公布首个国家级全民阅读规划——《全民阅 读"十三五"时期发展规划》，为打造"书香社会"提供了行动指南。规划指出，阅读是人类获取知识、增 长智慧的重要方式，是一个国家、一个民族精神发育、文明传承的重要途径，阅读能力的培养应从小抓 起。 近几年随着全民阅读活动和乡村振兴等工作的深入开展，偏远地区儿童的阅读问题已受到全社会的 关注和重视。比如，在地处偏远、交通不便的山区，图书室或书店非常稀缺；有图书室，课外读物题材 也是良莠不齐；同时，受经济条件和认知水平所限，父母给孩子买的书也多是习题册、作文书等。 广西壮族自治区来宾市忻城县果遂镇龙马村龙马小学 贵州省毕节市金沙县化觉镇柏坪小学 四川省凉山彝族自治州盐源县长柏镇小学 新疆维吾尔自治区博尔塔拉蒙古自治州博乐市第七小学 俗话说，"扶贫先扶智"。正是基于这份初心，"爱＋1"公益捐书活动应运而生。通过这次活动，人 保寿险希望力所能及帮助5所偏远地区小学的孩子们解决优质课外书籍短 ...