| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 52.82 亿元 | +9.35 亿元 | | 中芯国际(00981) | 23.80 亿元 | -1853.46 万元 | | 小米集团-W(01810) | 17.66 亿元 | +4.95 亿元 | | 腾讯控股(00700) | 14.53 亿元 | -1.32 亿元 | | 华虹半导体(01347) | 12.77 亿元 | -5660.57 万元 | | 中国移动(00941) | 11.56 亿元 | -1.54 亿元 | | 建设银行(00939) | 9.87 亿元 | +1.05 亿元 | | 中国海洋石油(00883) | 9.24 亿元 | -4.16 亿元 | | 中国平安(02318) | 8.69 亿元 | +4.24 亿元 | | 长飞光纤光缆(06869) | 7.92 亿元 | +1.78 亿元 | 深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 3 ...

12月15日，A股三大股指低位震荡，保险板块逆市走强。截至下午收盘，A股保险板块中，中国平安 （SH601318）、中国太保（SH601601）涨幅均超3%，中国人寿（SH601628）、中国人保 （SH601319）和新华保险（SH601336）涨幅也在2%上下。 对外经济贸易大学创新与风险管理研究中心副主任龙格对《每日经济新闻》记者表示，保险股逆市上涨 主要得益于政策面释放的积极信号，特别是金融监管总局下调保险公司相关业务风险因子，直接减轻了 保险公司的资本压力。《公开募集证券投资基金销售行为规范（征求意见稿）》（以下简称《意见 稿》）引导资金配置权重股，为保险板块带来了增量资金预期。 "行业基本面持续改善，资产端涉房风险降低，投资端改革推进，负债端转型也初见成效。国内外多家 机构看好行业前景并上调评级，认为市场整体回暖将进一步提升保险投资收益。"龙格表示。 寿险行业有望再次进入黄金发展期？ 12月15日，市场总体在低位震荡，保险、零售业等板块逆市上涨。截至收盘，中国平安最新股价为 67.08元/股，涨幅4.96%；中国太保最新股价为39.58元/股，涨幅3.5%；中国人保最新股价为8.79元/股， 涨幅 ...

Core Insights - The article emphasizes the importance of addressing population aging and developing a coordinated policy mechanism for elderly care as a key task in China's 14th Five-Year Plan [1] - Ping An has become the first brand in China to receive a five-star rating for home elderly care services, reflecting its commitment to social value and innovative integration [1] - The company is leveraging a vast system connecting nearly 250 million customers through finance, healthcare, elderly care, and AI technology, balancing commercial logic with social benefits [1] Group 1: Value Creation and Strategic Innovation - Ping An has redefined its role from a "risk bearer" to a "value co-creator," moving beyond traditional insurance models to address social needs [3] - The insurance industry is evolving into a 3.0 era focused on "protection, inclusive coverage, technology-driven, and service-oriented" contracts between the state and the people [3][5] - Ping An's "Red and Green Light" public welfare initiative has improved road safety in rural areas, demonstrating a shift from reactive to proactive risk management [5][7] Group 2: Strategic Pathways and Dual-Driven Model - The company’s dual-driven strategy of "comprehensive finance + healthcare and elderly care" addresses the structural imbalance in supply for the aging population [10] - This strategy integrates wealth management and health care needs, creating a synergistic effect that enhances customer engagement and service delivery [10][12] - Ping An's model transforms healthcare resources into financial service entry points, enhancing customer experience and loyalty [12][13] Group 3: Technological Empowerment and Social Impact - Technology is central to Ping An's strategy, with AI being utilized to address common social pain points and enhance operational efficiency [14][15] - The introduction of AI-driven services like "AI Super Customer Service" and "AI Family Doctor" aims to streamline financial, healthcare, and elderly care services [15] - Ping An's AI systems have significantly reduced claims processing times and improved accuracy, demonstrating a commitment to social responsibility and customer service [16] Group 4: Long-term Vision and Market Position - Ping An's approach integrates social value into its business model, positioning it for sustainable growth and resilience against market cycles [21][22] - The company has received positive evaluations from financial institutions, highlighting its strategic alignment with growth opportunities in wealth management and healthcare [22] - Ping An's commitment to ESG principles has led to high ratings, reflecting its leadership in responsible business practices and social governance [22]

Group 1 - The core point of the news is that the Hong Kong stock market saw significant net buying from northbound capital, totaling HKD 36.54 billion, with Xiaomi Group, Ping An of China, and Meituan being the most bought stocks, while Tencent, Hua Hong Semiconductor, and China Mobile were the most sold [1][4]. Group 2 - Xiaomi Group (01810) received a net inflow of HKD 13.81 billion, driven by the completion of its first major home appliance factory in Wuhan, marking a key milestone in its smart home strategy [4]. - Ping An of China (02318) attracted a net inflow of HKD 11.89 billion, supported by positive research reports from major financial institutions and a recent regulatory easing that allows insurance companies to invest more long-term funds [4]. - Alibaba Group (09988) saw a net inflow of HKD 3.04 billion, with news of Meta using Alibaba's technology to optimize its AI models and the launch of a new cloud computing service [4]. - Kuaishou Technology (01024) gained a net inflow of HKD 790.3 million, with analysts predicting strong revenue growth due to its focus on user growth over immediate profitability [5]. - Semiconductor companies, including SMIC (00981) and Hua Hong Semiconductor (01347), faced net outflows of HKD 4.34 billion and HKD 5.55 billion respectively, influenced by regulatory changes regarding chip sales to China [5].

Core Viewpoint - Southbound funds recorded a net purchase of 36.54 billion HKD, with Xiaomi Group-W, China Ping An, and Meituan-W leading the net purchases at 13.82 billion HKD, 11.90 billion HKD, and 5.48 billion HKD respectively [1] Group 1 - Xiaomi Group-W received a net purchase of 13.82 billion HKD [1] - China Ping An saw a net purchase of 11.90 billion HKD [1] - Meituan-W had a net purchase of 5.48 billion HKD [1] Group 2 - Tencent Holdings experienced a net sell of 7.74 billion HKD [1] - Hua Hong Semiconductor faced a net sell of 5.55 billion HKD [1] - China Mobile recorded a net sell of 5.50 billion HKD [1]

北水关注个股 12月15日，南下资金净买入港股36.54亿港元。 其中：净买入小米集团-W 13.82亿港元、中国平安11.9亿港元、美团-W 5.47亿港元、中国人寿3.5亿港元、阿里巴巴-W 3.04亿港元、长飞光纤光缆1.77亿港 元、建设银行1.04亿港元；净卖出腾讯控股7.74亿港元、华虹半导体5.55亿港元、中国移动5.5亿港元、中芯国际4.34亿港元、中国海洋石油4.16亿港元。 据统计，南下资金已连续12日净买入小米，共计121.5043亿港元；连续4日净买入美团，共计46.2952亿港元；连续5日净卖出中芯国际，共计19.8564亿港 元；连续4日净卖出腾讯，共计24.9089亿港元；连续3日净卖出华虹半导体，共计15.4751亿港元；连续3日净卖出中海油，共计14.0144亿港元。 此外，平安好医生CEO何明科表示，继十五五规划建议之后，2025年中央经济工作会议再次将民生保障、民生福祉明确为重点任务，公司作为国内领先的医 疗健康养老管理服务平台，将积极响应与落实，依托AI医疗创新驱动，以到线、到院、到企、到家的四到医健养生态体系，协同各方满足民众的多层次医 疗健康需求，助力高质量健康职场 ...

智通财经APP获悉，12月15日港股市场，北水成交净买入36.54亿港元，其中港股通(沪)成交净买入4.89 亿港元，港股通(深)成交净买入31.66亿港元。 北水净买入最多的个股是小米集团-W(01810)、中国平安(02318)、美团-W(03690)。北水净卖出最多的 个股是腾讯(00700)、华虹半导体(01347)、中国移动(00941)。 小米集团-W(01810)获净买入13.81亿港元。消息面上，小米首座大家电工厂——武汉小米智能家电工厂 一期正式竣工投产。该工厂是小米科技家电战略的又一关键里程碑，是继小米手机智能工厂、汽车超级 工厂后，小米"人车家全生态"战略下的第三座大型智能制造基地。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | | | 52.82 25 | | HK 09988 | 31.09亿 | 21.74 乙 | +9.35亿 | | 中芯国际 | 11.81亿 | 11.99亿 | 23.80亿 | | HK 00981 | | | -1853.46万 | | 小米集 ...

12月15日，金融监管总局发布行政许可信息，同意平安人寿在全国银行间债券市场公开发行不超过200亿元 (含)的10年期可赎回资本补充债券。 关键词阅读：平安人寿 资本补充债 责任编辑：山上 ...

净卖出腾讯控股7.74亿、华虹半导体5.55亿、中国移动5.5亿、中芯国际4.34亿、中国海洋石油4.16亿。 据统计，南下资金已连续12日净买入小米，共计121.5043亿港元；连续4日净买入美团，共计46.2952亿港元；连续5日净卖出中芯国际，共计19.8564亿港 元；连续4日净卖出腾讯，共计24.9089亿港元；连续3日净卖出华虹半导体，共计15.4751亿港元；连续3日净卖出中海油，共计14.0144亿港元。(格隆汇) 格隆汇12月15日｜南下资金今日净买入港股36.54亿港元。其中： 净买入小米集团-W 13.82亿、中国平安11.9亿、美团-W 5.47亿、中国人寿3.5亿、阿里巴巴-W 3.04亿、长飞光纤光缆1.77亿、建设银行1.04亿； | | 升段面 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | -3.6% | 9.35 | 52.82 Z | 阿里巴巴-W | | 中芯国际 | -4.4% | -0.19 | 23.80 Z | 腾讯控股 | | 小米集团-W ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 15日，A股主要股指集体下挫，创业板指、科创50指数午后加速下探；港股亦走低，恒生指数跌超 1%，恒生科技指数跌超2%。 具体来看，沪指盘中震荡回落，午后加速下行；创业板指、科创50指数等大幅下挫。截至收盘，沪指跌 0.55%报3867.92点，深证成指跌1.1%，创业板指跌1.77%，科创50指数跌2.22%，沪深北三市合计成交 17945亿元，较此前一日减少逾3200亿元。 全A股近3000股飘绿，半导体板块回调，芯原股份跌近12%，江波龙跌超8%，摩尔线程跌超6%；AI产 业链股跳水，腾景科技、仕佳光子跌超10%；保险板块逆市拉升，市值超万亿元的中国平安涨约5%， 创逾4年来新高；零售板块强势，百大集团连续3日涨停，东百集团7日斩获6板；乳业股集体走高，欢乐 家、皇氏集团（维权）、阳光乳业等涨停；商业航天概念热度不减，航天电子、通宇通讯等涨停。 港股方面，华虹半导体跌超6%，中芯国际跌逾4%，阿里巴巴等跌超3%。 保险板块强势 保险板块盘中大幅拉升，中国平安涨约5%，创逾4年来新高，全日成交超100元。此外，中国太保涨 3.5%， ...