另外，太保寿险将深度参与金融服务专题展示，于9月12日支持举办首都国际医学（000516）大会平行 论坛暨多层次医保与商业健康险融合发展论坛。 为更好地服务国际展商与观众，中国太保客户服务电话95500将于展会期间再度开通服贸会专线，提供 中、英双语7×24小时咨询及报案支持。现场展台也配备中、英、法、西、韩等多语言解说人员，积极 搭建沟通桥梁，提升国际嘉宾参会体验。 中国太保表示，将继续秉持"客户至上"的理念，以更加专业、全面、高效的保障服务，携手服贸会共同 见证中国服务贸易高质量发展，持续用"责任、智慧、温度"的太保服务为全球服务贸易繁荣注入新动 能。 本报讯记者李丹琳报道2025年中国国际服务贸易交易会(以下简称"2025年服贸会")9月10日在北京首钢 园区隆重开幕，这也是服贸会主会场首次全面落户北京首钢园。作为服贸会全球合作伙伴和指定保险服 务商，中国太保（601601）迎来第六年护航之旅。 面对全新场馆环境，中国太保旗下太保产险充分发挥自身专业优势，进一步优化保险方案，为2025年服 贸会提供总保额达3076亿元的全面保险保障，预计覆盖40万人。在延续工程险、财产一切险、公众责任 险、活动中断取消 ...

2025年中国国际服务贸易交易会（以下简称"2025年服贸会")将于9月10日在北京首钢园区隆重开幕，这也是服贸会主会场首次全面落户北京首钢园。 碳普惠平台再升级，引领绿色会展新风尚 中国太保在保险行业内率先推出碳普惠平台，2025年服贸会期间全面升级零碳服贸系列活动。其中，"零塑服贸 低碳同行"个人碳中和活动与2025年服贸会 官方线上打卡活动深度融合，"太保碳普惠"平台更是成为2025年服贸会打卡点第一站。参会的观众、志愿者、参展商及媒体等人员将受邀扫码完成服贸会绿 色出行碳抵消任务、获取碳中和证书并参加抽奖，同时在工作人员指引下完成服贸会官方打卡获取积分，凭借积分可免费参与环保手工制作体验，以实际行 动助力"零塑服贸"。 "太保碳普惠"平台作为国内保险业首个对用户低碳减排行为进行测算和激励的平台，通过独具保险特色的场景搭建，构建双碳属性互动生态，与国家发展战 略紧密衔接，进一步推动保险业绿色低碳生态圈建设，赋能新时期低碳转型可持续发展。 构建"医保+医院+商保"，开启健康服务新生态 作为服贸会全球合作伙伴和指定保险服务商，中国太保迎来第六年护航之旅。面对全新场馆环境，中国太保旗下中国太保产险充分发挥自身 ...

| 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601319 中国人保 | | 4540.57万 | 6.91% | 364.24万 | 0.55% | -4904.81万 | -7.46% | | 601628 中国人寿 | | 1711.73万 | 3.38% | -2011.12万 | -3.97% | 299.39万 | 0.59% | | 601336 新华保险 | | 751.17万 | 0.68% | 3192.45万 | 2.90% | -3943.63万 | -3.59% | | 601318 中国平安 | | -6150.75万 | -2.19% | -1.47 乙 | -5.24% | 2.09 Z | 7.42% | | 601601 中国太保 | | -2.221Z | -15.61% | 4710.42万 | 3.31% | 1.75 Z | 12.29% | 以上内容为证券之星据公开 ...

近日，以"五载同心 聚力征途"为主题的中国太保寿险河南分公司深化转型五周年暨客户服务发布会， 在太保家园・郑州国际颐养社区召开。 来源：环球网 此外，活动现场正式发布了《山海果实》公益助农项目。该项目旨在依托中国太保的资源优势与平台影 响力，助力河南地区特色农产品的推广与销售，用保险的力量守护每一份耕耘。作为发布会重磅环 节，"鑫福岁悦"保险产品全新面世。该产品将为客户提供灵活的养老规划方案及长期资产增值机会，为 客户带来更多优质的保险服务选择。 据介绍，2020年8月，中国太保寿险河南分公司正式开启深化转型新征程。从跨界融合的创新探索到特 大暴雨中的蓝丝带逆行，从太保家园的落地到服务千万家庭的保障升级，河南分公司深度扎根河南这片 沃土，全方位融入区域发展大局，用责任与智慧书写了一部转型发展的壮丽篇章。 深化转型改革五年来，河南分公司立足河南省情，积极融入河南省"十大战略"，围绕金融"五篇大文 章"，持续推动中国太保与河南省政府签署的《关于促进中部地区崛起与黄河流域生态保护和高质量发 展战略合作协议》落地实施。 面对老龄化加速的社会现状，中国太保寿险多年来深耕"养老金融"版图，目前已在全国13个城市布局15 ...

续保失败双方各执一词 "律师行业，保险公司都不敢承保？""想赚律师的钱太难了""律师责任风险大，保险公司都不愿意提供保险了"……近日，北京市律师协会一则 《关于北京律师职业责任保险相关情况的提示》（以下简称《提示》），将律师职业责任险这个险种推上了风口浪尖。 《提示》提到，今年北京市律师协会为律师职业责任险续签，遭到了保险公司的拒绝，只能重新招标。保险公司缘何放弃续约已经谈到手的"生 意"？双方"分手"背后，有何缘由？ 近日，北京市律师协会发布的《提示》，迅速在律师圈和保险圈引发热议。 北京市律师协会表示，2024年，中国太平洋财产保险股份有限公司北京分公司（以下简称"太保产险北分"）中标北京市律师协会新一期律师职业 责任险服务项目，有效期三年，每年一签。本年度律师职业责任险续签之际，保险公司单方提出不再续签保险合同，北京市律师协会与其多次沟 通未果。为保障行业利益，防范职业风险，立即启动新一轮职业责任险招投标工作。2025年9月1日至新职责险合同生效前，可能出现职业责任保 险空档期。 本是一则提示，提醒律师注意律师职业责任险可能出现断保，但相关话题却迅速在社交媒体"刷屏"。有律师讨论执业律师的高风险，也有保 ...

Core Insights - Insurance funds have significantly increased their presence in the A-share market, with nearly 800 companies listed among the top ten shareholders as of June 2025, and over 280 stocks being increased in the second quarter alone [2][3] - The total investment scale of insurance funds reached 36 trillion yuan by the end of the second quarter of 2025, with stock investments amounting to 3.07 trillion yuan, a net increase of approximately 640 billion yuan compared to the previous quarter [2][3] Group 1: Investment Trends - The seven major A+H listed insurance companies have a combined investment scale of 21.85 trillion yuan, accounting for 60.30% of the total industry [2] - The stock investment scale of these companies reached 2.05 trillion yuan, with a net increase of 431.3 billion yuan, representing 67.39% of the industry's net increase [3] - Insurance funds are increasingly allocating to equity assets due to declining risk-free returns, with different companies showing varied strategies in their asset allocation [4][5] Group 2: Company-Specific Actions - China Ping An saw the largest increase in stock investment, with a net increase of 211.9 billion yuan, raising its proportion by 2.9 percentage points [4] - China Life's stock investment increased by 119.1 billion yuan, with a 1.1 percentage point rise in proportion [4] - Sunshine Insurance has the highest stock investment proportion among the seven companies at 14.1%, with a 23.9% increase [4] Group 3: Sector Preferences - As of mid-2025, insurance funds have allocated nearly 1 trillion yuan to high-dividend other comprehensive income (OCI) stocks, with a significant increase in the proportion of OCI stocks in their portfolios [6] - The top five sectors for insurance fund holdings include banking, transportation, communication, real estate, and utilities, with the media, communication, and utilities sectors seeing the largest increases in holdings [6] Group 4: Market Dynamics - Insurance funds have engaged in 30 "block trades" since the beginning of 2025, with the banking sector being the most active [8] - The shift in accounting standards is expected to influence the stability of insurance companies' net profits, prompting a greater focus on OCI asset allocation [9] - Recent policy changes have encouraged insurance companies to invest more in the A-share market, with a target of 30% of new premiums allocated annually [10]

Core Viewpoint - Insurance funds are increasingly becoming a significant presence in the A-share market, with substantial investments in various sectors and a notable shift towards equity assets as traditional fixed-income returns decline [2][4][11]. Group 1: Insurance Fund Presence and Investment Trends - As of June 2025, insurance funds are listed among the top ten shareholders in nearly 800 A-share companies, with over 280 stocks increased and more than 300 new positions established in Q2 [2][4]. - The total investment balance of insurance companies in stocks reached 3.07 trillion yuan, an increase of approximately 640 billion yuan from Q4 2024 [4]. - The seven major A+H listed insurance companies hold a combined investment total of 21.85 trillion yuan, accounting for 60.30% of the industry total [4]. Group 2: Investment Strategies and Asset Allocation - Insurance companies are focusing on balancing returns, duration, and cash flow due to the long-term nature of their liabilities, leading to a cautious approach towards risk [4][11]. - In a low-risk return environment, insurance funds are gradually increasing their allocation to equities, with varying strategies among different companies [4][5]. - The average dividend yield of stocks held by insurance funds is 2.30%, slightly down from previous periods due to rising stock prices [8]. Group 3: Specific Company Actions and Sector Preferences - China Ping An has seen the largest increase in stock investment, with a net increase of 211.9 billion yuan, while China Life and New China Life also reported significant increases [5]. - The top five sectors for insurance fund holdings include banking, transportation, telecommunications, real estate, and utilities, with media, telecommunications, and utilities showing the highest quarterly increases [8]. - Insurance funds have engaged in notable stock purchases, with China Life increasing positions in CITIC Bank and China Telecom, while reducing holdings in Sinopec [9][10]. Group 4: Regulatory Environment and Future Outlook - Recent regulatory changes have encouraged insurance companies to allocate more funds to the A-share market, with a target of 30% of new premiums to be invested annually [12]. - The overall market valuation is considered reasonable, with expectations for continued investment in technology, consumer manufacturing, and emerging markets [12].

Group 1 - The performance evaluation methods for state-owned insurance companies have been continuously optimized since the beginning of the year, leading to an improved policy environment for insurance fund equity investments, which has accelerated the entry of insurance capital into the market [1] - In the second quarter, insurance companies further increased their stock allocations by approximately 200 billion yuan, with the proportion of stocks held rising by 0.4 percentage points to 8.8% compared to Q1 [1] - It is estimated that insurance capital will continue to increase allocations to A+H stocks by 300 to 400 billion yuan in the second half of the year, based on a 30% investment of new premium income [5] Group 2 - Insurance capital's participation in equity assets is gradually shifting from external management to direct investment, with a notable increase in stock holdings since Q4 2024, while fund holdings have decreased [8] - In the second quarter, insurance capital increased allocations to dividend-paying stocks while reducing holdings in energy sectors, with a focus on technology and high-end manufacturing [11] - The average dividend yield of the top 20 stocks increased to 3.80%, indicating a preference for high-dividend assets [13] Group 3 - Insurance capital has accelerated its stake acquisitions in listed companies, particularly in Hong Kong stocks, with 28 stake acquisitions recorded by August 31, surpassing the total for the previous year [16] - The preference for Hong Kong assets has made insurance capital a core driver of the rise in Hong Kong dividend assets [19] Group 4 - In the first half of 2025, insurance capital's holdings in ETFs saw a slowdown, with a total of 214.9 billion yuan held, reflecting a shift towards direct investments [23] - Despite the slowdown in total ETF allocations, there has been a significant internal structural adjustment, with increased allocations to TMT, manufacturing, and financial real estate sector ETFs [29] Group 5 - The five listed insurance companies in A-shares increased their stock holdings by 411.9 billion yuan in the first half of the year, representing a 28.7% increase [33] - The proportion of FVOCI stocks held by listed insurance companies has significantly increased, with a 62.2% rise in holdings [36]

Regulatory Dynamics - The three departments are exploring the construction of a forest insurance product system, including index insurance, yield insurance, income insurance, and liability insurance [7] - The Ministry of Commerce will increase support for export credit insurance and enhance the convenience of insurance services [8] - The Financial Regulatory Bureau has introduced new regulations for insurance company capital guarantee deposits [9] - In 2024, the compulsory traffic insurance premium income is projected to be 271.06 billion, with claims costs at 226.28 billion [10] - The Financial Regulatory Bureau has abolished 11 regulatory documents related to the insurance industry [11] - From January to July 2025, the insurance industry’s original premium income exceeded 4.2 trillion, with claims expenditures exceeding 1.5 trillion [12] - The Medical Insurance Bureau reported that from January to July 2025, the basic medical insurance fund income exceeded 1.68 trillion, with expenditures nearing 1.37 trillion [13] Company Dynamics - Ping An Life has made three significant investments in Agricultural Bank's H-shares within six months [20] - Minsheng Insurance increased its stake in Zheshang Bank's H-shares to 6.03% [21] - Hongkang Life raised its stake in Zhengzhou Bank's H-shares to 21.24% [22] - Hongkang Life also increased its stake in Honghua Smart Energy to 7.05% [23] - China Ping An plans to cancel 103 million A-shares [24] - China Life has established a venture capital fund with a registered capital of 1 billion [25] - Sunshine Life, along with Tencent and other partners, has set up an equity investment fund with an investment of approximately 22.43 billion [27] - AIA Life has established an equity investment fund in Tianjin with a total investment of 4.5 billion [28] - Guolian Life has set up a 1.22 billion fund to invest in new quality productivity and smart technology [29] - China Pacific Insurance reported a net profit of 27.885 billion for the first half of the year, a year-on-year increase of 11% [30] - China Taiping reported a net profit of 6.764 billion HKD for the first half of the year, a year-on-year increase of 12.2% [32] - New China Life's net profit for the first half of the year was 14.799 billion, a year-on-year increase of 33.5% [34] - China Life's net profit reached 40.931 billion for the first half of the year, a year-on-year increase of 6.9% [35] - China Insurance reported a net profit of 26.530 billion for the first half of the year, a year-on-year increase of 16.9% [36] - China Ping An's operating profit for the first half of the year was 77.732 billion, a year-on-year increase of 3.7% [38] - China Re reported total premium income of 103.835 billion for the first half of the year, with a net profit growth of 9.0% to 6.244 billion [41] Industry Dynamics - A total of 73 life insurance companies reported a combined net profit of 185.8 billion for the first half of the year, with a year-on-year increase of approximately 25% [64] - The first AIC equity investment fund that incorporates bank insurance funds has been established with a capital of 1 billion [65] - Another insurance asset private equity fund has completed registration [66]

Core Viewpoint - The second "Life Insurance 50 Summit" organized by Guancha Finance aims to explore innovative solutions and industry challenges, focusing on high-quality development in the insurance sector and fostering discussions among industry leaders and experts [4][11]. Agenda Framework - The summit will take place on September 12, from 9:00 AM to 5:00 PM, at Xijiao Hotel, featuring a series of discussions on macroeconomic observations, regulatory trends, and the future direction of the insurance industry [6][10]. - Key topics include the impact of new regulations, the role of AI in large state-owned enterprises, and the exploration of foreign investment paths in the financial sector [7]. Participant List - The summit will host notable figures such as former vice-chairman of the China Banking and Insurance Regulatory Commission, Chen Wenhui, and executives from major insurance companies like Ping An and Taikang Life [8][9]. Forum Introduction - The theme of the summit is "Resilient Growth: The Cornerstone of High-Quality Development in the Insurance Industry," focusing on case studies of industry upgrades driven by innovation and addressing structural challenges [11]. Participation Fee - The ticket price for the closed-door meeting is set at 16,800 yuan per person, which includes a self-service lunch [13].