Group 1 - The article provides a list of companies involved in various financial activities such as earnings announcements, shareholder meetings, and new stock activities [2][3] - Several companies are mentioned for their dividend distribution dates, indicating their financial performance and shareholder returns [2][3] - The document highlights companies undergoing stock repurchases and capital increases, which may signal their financial strategies and market positioning [3] Group 2 - The article includes a list of companies that are currently in the process of IPOs, reflecting market interest and potential investment opportunities [2] - Companies like Silver Noble Pharmaceuticals and others are noted for their ongoing stock activities, which may attract investor attention [2] - The document also mentions companies that are resuming trading, indicating a potential recovery or change in market conditions [2]

地址為 為本人╱吾等的代理人，代表本人╱吾等出席本公司將於2025年8月27日（星期三）上午九時正 假座中國北京市西城區西長安街88號中國人保大廈舉行的臨時股東大會（「大會」）（及其任何續 會），以考慮並酌情通過大會通告所載的決議案，並於大會（及其任何續會）上代表本人╱吾等 以本人╱吾等的名義就下列決議案投票表決 （附註4） 。 2328 2025年8月27日舉行的臨時股東大會之代理人委任表格 本人╱吾等 （附註1） 地址為 為中國人民財產保險 股份有限公司（「本公司」）股本中每股面值1元人民幣股份 股 （附註2） 的登記持有人，茲委任大會主席或 （附註3） | | 普通決議案 | 贊成 | （附註4） | 反對 | （附註4） | | --- | --- | --- | --- | --- | --- | | 1. | 審議及批准2025年核心設備採購項目（第一批）。 | | | | | 日期： 簽署 （附註5） ： 附註： 1. 請用正楷填上全名及地址（須與本公司股東名冊所登記相同）。 2. 請填上與本代理人委任表格有關並登記於 閣下名下的股份數目及股份類別（內資股或H股）。如未有填上 股數，則本代理人委 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 2328 臨時股東大會通告 茲通告中國人民財產保險股份有限公司（「本公司」）謹訂於2025年8月27日（星期三）上午九 時正假座中國北京市西城區西長安街88號中國人保大廈舉行臨時股東大會（「臨時股東大 會」），以考慮及酌情通過下列決議案： 普通決議案 1. 審議及批准2025年核心設備採購項目（第一批）。 承董事會命 中國人民財產保險股份有限公司 畢欣 董事會秘書 中國北京，2025年8月7日 - 1 - 附註： 於本公告日，本公司董事長為丁向群女士（非執行董事），副董事長為于澤先生（執行董 事），降彩石先生、張道明先生及胡偉先生為執行董事，獨立董事為程鳳朝先生、魏晨陽 先生、李偉斌先生、曲小波先生及薛爽女士。 - 2 - 1. 本公司將於2025年8月22日（星期五）至2025年8月27日（星期三）（包括首尾兩天）暫停辦理股 份過戶登記手續。凡於2025年8月27日（星期三）名列本公司股東名冊的H股及 ...

此乃要件 請即處理 2328 建議審議2025年核心設備採購項目（第一批） 及 臨時股東大會通告 中國人民財產保險股份有限公司謹訂於2025年8月27日（星期三）上午九時正假座中國北京市西 城區西長安街88號中國人保大廈舉行臨時股東大會。臨時股東大會的通告載列於本通函第6至 第7頁。 如 閣下擬委任代理人出席臨時股東大會，須將隨附的代理人委任表格按其印列的指示填妥， 並於臨時股東大會或其任何續會（視乎情況而定）指定舉行時間24小時前交回。 閣下填妥及交 回代理人委任表格後，屆時仍可親自出席臨時股東大會或其任何續會，並於會上投票。 2025年8月7日 閣下如已將名下的中國人民財產保險股份有限公司的股份全部售出或轉讓，應立即將本通函及 隨附的代理人委任表格交予買方或承讓人或經手買賣或轉讓的銀行、持牌證券商或其他代理 商，以便轉交買方或承讓人。 香港交易及結算所有限公司及香港聯合交易所有限公司對本通函的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本通函全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 閣下如對本通函任何方面或應採取的行動有疑問，應諮詢 閣下的持牌證 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 (在中華人民共和國註冊成立之股份有限公司) (股份代號: 2328) 選舉職工董事及 職工監事退任 選舉職工董事 中國人民財產保險股份有限公司（「本公司」）宣佈，於二零二五年八月五日召開的 本公司第四屆職工代表大會（「職工代表大會」）第一次會議上，職工代表大會選舉 李玲女士為本公司職工董事。李玲女士擔任本公司職工董事的任期自國家金融監督管 理總局核准本公司2024年度股東周年大會對本公司《公司章程》（「《公司章程》」） 的修訂（「本次《公司章程》修訂」）及李玲女士的董事任職資格之日起至第六屆董 事會任期屆滿時止。 李玲女士的資料載列如下： 李玲，五十一歲，研究生學歷，文學碩士，現任本公司黨建群工部副總經理（主持工 作）、黨委宣傳部副部長（主持工作）。李玲女士於一九九六年參加工作，於二零零 三年加入本公司，歷任本公司辦公室綜合處處長助理、綜合文檔處副處長、教育培訓 部課程開發處副處長（主持工作）、處長、工 ...

Core Viewpoint - UBS has raised the net profit forecast for China Pacific Insurance (02328) for the years 2025 to 2027 by 11%, 5%, and 4% respectively, reflecting lower-than-expected natural disaster losses and improved stock market performance year-to-date, while also adjusting growth predictions [1] Group 1: Profit Forecast and Target Price - The target price for China Pacific Insurance has been increased from HKD 16.3 to HKD 18.7, maintaining a "Buy" rating [1] - The company is expected to see a year-on-year growth rate in total premiums, auto premiums, and non-auto premiums for the first half of the year at 3.6%, 3.4%, and 3.8% respectively, with insurance revenue growth exceeding 5% [1] Group 2: Underwriting Profitability - The estimated combined cost ratio for the first half of the year is projected to increase by 0.9 percentage points to 95.3% [1] - The auto combined cost ratio continues to benefit from adjustments in commission structure [1] - Significant improvements in health insurance and agricultural insurance are expected due to better business mix, leading to an estimated year-on-year increase of 29% in total underwriting profit for the first half of the year [1]

Investment Rating - The report maintains a "Positive" investment rating for the investment banking and brokerage industry [7] Core Insights - The brokerage sector is experiencing high growth in performance as indicated by preliminary reports, with increasing allocation value. The insurance sector is also expected to see a rise in new business value driven by an increase in value ratios. The equity market continues to rise, leading to favorable expectations for investment returns and profit growth. Current valuations imply a pessimistic long-term investment outlook, but the report considers current valuations to be safe, given the medium to long-term interest rate spread levels [2][4] - The report recommends companies with stable profit growth and dividend rates, including Jiangsu Jinzhong, China Ping An, and China Pacific Insurance, which have clear advantages in business models and market positions. Additionally, it suggests focusing on New China Life, China Life, Hong Kong Exchanges and Clearing, CITIC Securities, Dongfang Wealth, Tonghuashun, and Jiufang Zhitu Holdings based on performance elasticity and valuation levels [2][4] Summary by Sections Industry Overview - The non-bank financial index decreased by 2.4% this week, with a relative excess return of -0.6% compared to the CSI 300, ranking 22 out of 31 industries. Year-to-date, the non-bank financial index is up by 4.0%, with a relative excess return of +1.0%, also ranking 21 out of 31 [5] - The market has seen a decline in activity, with an average daily trading volume of 18,096.34 billion yuan, down 2.11% week-on-week, and an average turnover rate of 2.12%, down 2.50 basis points [5] Brokerage Sector - The brokerage sector's performance has been weak overall, with the securities sector down 3.1% this week. The report highlights that the average daily trading volume and turnover rate are above the 2024 averages, indicating a gradual recovery in brokerage business profitability [17][39] - Margin financing balances have increased to 1.98 trillion yuan, up 2.21% week-on-week, indicating a recovery in credit business [46] Investment Business - The equity market has seen an overall decline, with the CSI 300 index down 1.75% and the ChiNext index down 0.74%. The report notes that the proportion of equity investments in brokerage assets is approximately 10%-30%, while bond investments account for 70%-90% [43][44] Insurance Sector - The insurance industry reported a cumulative premium income of 37,350 billion yuan in June 2025, reflecting a year-on-year increase of 5.31%. The report indicates that the premium income from property insurance was 9,645 billion yuan, up 5.10%, while life insurance income was 27,705 billion yuan, up 5.38% [21][22] - The total assets of the insurance industry reached 39.22 trillion yuan as of June 2025, with a quarter-on-quarter increase of 2.08% [26][27]

非银行业周报 20250803 回调之后，积极布局非银板块 2025 年 08 月 03 日 ➢ 国债等债券利息重新开始征收增值税，预计对险企影响有限，投资端未来"免 税资产+高股息"策略或持续得到重视。2025 年 8 月 1 日，财政部发布《关于 国债等债券利息收入增值税政策的公告》（财政部 税务总局公告 2025 年第 4 号，以下简称《公告》），自 2025 年 8 月 8 日起，对在该日期之后（含当日） 新发行的国债、地方政府债券、金融债券的利息收入，恢复征收增值税。短期来 看，由于相关券种"新老划断"，老券有一定的溢价优势，同时公司债、信用债 等配置性价比相对提升，保险在完成预定利率下调的情况下，固收投资的压力有 所缓解，本次重征部分债券利息的增值税，我们认为对于险企固收投资收益率影 响有限。 ➢ 从险资的配置端来看，我们认为由于负债端的特性，整体投资风格"固收+" 的模式不会发生变化，但长端利率中枢下行背景下，净投资收益或持续承压，未 来股息和长股投分红对于净投资收益的贡献占比有望持续提升，鼓励保险作为中 长期资金入市的情况下，长期来看，权益配置有望持续提升，权益投资或更加重 视"绝对收益来源" ...

Core Insights - The Invesco Great Wall Hong Kong Stock Connect Global Competitiveness C Fund (012228) has a latest net value of 0.8108 yuan, with a weekly return of -3.14%, a three-month return of 6.14%, and a year-to-date return of 17.87% [1] - The fund was established on August 12, 2021, and managed by Zhou Hanying, with a total scale of 250 million yuan as of June 30, 2025 [1] - The top ten stock holdings of the fund include Tencent Holdings, Alibaba-W, Pop Mart, Xiaomi Group-W, Giant Bio, Zijin Mining, NetEase Cloud Music, China Pacific Insurance, SMIC, and SF Holding, accounting for a total of 47.14% of the portfolio [1]

Core Insights - The report titled "2025-2031 China Catastrophe Insurance Industry Market Competition Landscape and Investment Potential Assessment" provides a comprehensive analysis of the catastrophe insurance industry in China, covering market development environment, operational status, competitive landscape, key enterprise performance, and future trends and investment forecasts [1] Group 1: Industry Overview - The report consists of twelve chapters, starting with an introduction to the catastrophe insurance industry and its overall operational status [1] - It includes a detailed analysis of the current state of the catastrophe insurance market and its competitive structure [1] Group 2: Global Development Analysis (2020-2024) - The report discusses the global catastrophe insurance industry's development from 2020 to 2024, including the types, principles, and functions of catastrophe insurance [3] - It provides insights into the global natural disaster trends and losses during this period, as well as the operational status of the global catastrophe insurance market [3] Group 3: China Development Analysis (2020-2024) - The report analyzes the development of the catastrophe insurance industry in China, identifying existing problems and providing suggestions for improvement [4] - It examines the economic performance of the catastrophe insurance sector, including underwriting and claims analysis [4] Group 4: Market Analysis (2020-2024) - The report evaluates the market development of catastrophe insurance in China, including regulatory conditions and intermediary development [4] - It also analyzes market equilibrium, demand, supply, and product coverage levels [4] Group 5: Competitive Landscape (2020-2024) - The report outlines the competitive landscape of the catastrophe insurance industry in China, including structural analysis and competitive strategies of key enterprises [6] - It features a SWOT analysis of major companies in the industry, such as China People's Insurance Company, China Pacific Insurance Company, and Ping An Insurance Company [7][9] Group 6: Future Trends and Investment Forecast (2025-2031) - The report forecasts the development trends of the catastrophe insurance industry in China from 2025 to 2031, including market demand and pricing trends [8] - It assesses the investment environment and potential returns in the catastrophe insurance sector for the upcoming years [8]