偿付能力季度报告摘要节录 中国太平洋财产保险股份有限公司 China Pacific Property Insurance Company Limited 2025 年 2 季度 公司简介和报告联系人 | 公司名称（中文）： | 中国太平洋财产保险股份有限公司 | | --- | --- | | 公司名称（英文）： | China Pacific Property Insurance Company | | | Limited | | 法定代表人： | 俞斌 | | 注册地址： | 中国（上海）自由贸易试验区银城中路 190 号 | | | 交银大厦南楼 | | 注册资本： | 199.48 亿元人民币 | | 经营保险业务许可证号：000014 | | | 开业时间： | 二零零一年十一月 | | 经营范围： | 财产损失保险；责任保险；信用保险和保证保 | | | 险；短期健康保险和意外伤害保险；上述保险 | | | 业务的再保险业务；国家法律、法规允许的保 | | | 险资金运用业务；经中国保监会批准的其他业 | | | 务。 | | 经营区域： | 中华人民共和国境内(港、澳、台地区除外) | | 报 ...

中国太平洋保险（集团）股份有限公司（以下简称"公司"或"本公司"） 近日收到公司监事会主席、股东代表监事朱永红先生的辞呈。朱先生因工作变动， 经审慎考虑，决定辞去本公司监事会主席、股东代表监事的职务。朱先生的辞任 自 2025 年 8 月 27 日起生效。 二、离任对公司的影响 一、离任的基本情况 姓名 离任职务 离任时间 原定任期 到期日 离任 原因 是否继续在上 市公司及其控 股子公司任职 是否存在未 履行完毕的 公开承诺 朱永红 监事会主席 股东代表监事 2025 年 8 月 27 日 第十届监事 会任期届满 之日 工作 变动 否 否 证券代码：601601 证券简称：中国太保 公告编号：2025-043 中国太平洋保险（集团）股份有限公司 关于监事离任的公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据《公司法》等相关法律法规以及本公司《公司章程》规定，朱先生的离 任不会导致本公司监事会成员低于法定人数，其辞任不会影响本公司监事会的正 常运作。朱先生已确认与本公司监事会并无不同意见，而就其辞任一事，亦无任 何需 ...

证券代码：601601 证券简称：中国太保 公告编号：2025-046 重要提示 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 中国太平洋保险（集团）股份有限公司 关于 2025 年度"提质增效重回报"行动方案实施进展情况 的公告 中国太平洋保险（集团）股份有限公司（以下简称"公司"或"太保集团"） 积极响应国务院《关于加强监管防范风险推动资本市场高质量发展的若干意见》、 中国证监会《关于加强上市公司监管的意见（试行）》和上海证券交易所《关于 开展沪市公司"提质增效重回报"专项行动的倡议》，制定并于 6 月 28 日披露 了 2025 年度"提质增效重回报"行动方案。上半年行动方案实施进展情况如下： 一、整体经营稳中向好，高质量发展成效显现 （一）专注主责主业，经营业绩持续提升 负债端深化转型突破，发展态势稳中有进。太保寿险纵深推进"长航"转型， 新业务价值实现较快增长，新业务价值率持续提升。积极拓展多元渠道布局，银 保渠道新保期缴增速领先同业平均，持续优化产品结构，浮动收益型产品占比逐 步提高，个险渠道分红险占比超 50% ...

偿付能力季度报告摘要节录 太平洋安信农业保险股份有限公司 Pacific Anxin Agricultural Insurance Co., Ltd. 2025 年第 2 季度 公司简介和报告联系人 | 公司名称： | 太平洋安信农业保险股份有限公司 | | --- | --- | | 公司英文名称： | Pacific Anxin Agricultural Insurance | | | Company Limited | | 法定代表人： | 宋建国 | | 注册地址： | 上海市静安区共和新路 3651 号 | | 注册资本： | 亿元人民币 10.8 | | 经营保险业务许可证号： | 00000089 | | 开业时间： | 二零零四年九月 农业保险；财产损失保险；责任保险；法 | | | 定责任保险；信用保险和保证保险；短期 | | | 健康保险和意外伤害保险；其他涉及农村、 | | 经营范围： | 农民的财产保险业务；上述业务的再保险 | | | 业务；保险兼业代理业务[依法须经批准的 | | | 项目，经相关部门批准后方可开展经营活 | | | 动，具体经营项目以相关部门批准文件或 | | | ...

中国太保公告，2025年上半年营业收入2004.96亿元，同比增长3.0%。净利润278.85亿元，同比增长 11.0%。 ...

Group 1 - The insurance industry achieved original premium income of 42,085 billion yuan from January to July 2025, representing a year-on-year increase of 6.8% and a month-on-month increase of 1.5 percentage points [1][2] - Life insurance continues to support the industry's accelerated growth, with life insurance premiums reaching 25,761 billion yuan, a year-on-year increase of 9.1% and a month-on-month increase of 2.5 percentage points [2][3] - Non-auto insurance premiums increased by 5.8% year-on-year, with specific growth rates for various segments: accident insurance +13%, health insurance +10.1%, liability insurance +3.8%, and agricultural insurance +3.2% [1][4] Group 2 - As of the end of July 2025, the total assets of the insurance industry reached 39.59 trillion yuan, an increase of 10.3% compared to the end of the previous year, with net assets of 3.84 trillion yuan, up 15.5% [5] - The growth of life insurance sales is expected to continue until August 2025, driven by the adjustment of the predetermined interest rate, although an overall slowdown is anticipated later in the year [6] - Property insurance growth is primarily driven by non-auto insurance, with the auto insurance sector expected to undergo transformation due to the gradual replacement of traditional fuel vehicles by new energy vehicles [6][7] Group 3 - Recommended stocks include China Pacific Insurance (02601), China Life Insurance (02628), Ping An Insurance (02318), and China People's Insurance Group (01339) [8]

Group 1 - The core point of the article is that China Pacific Insurance (02601.HK) has seen an increase in shareholding by Ping An Life Insurance Company, which acquired 5.033 million shares at an average price of HKD 36.7019 per share, totaling approximately HKD 185 million [1] - Following this acquisition, Ping An Life's total shareholding in China Pacific Insurance rose to 167,858,600 shares, increasing its ownership percentage from 5.86% to 6.04% [1]

Group 1 - The core point of the article is that China Pacific Insurance (02601.HK) has seen an increase in shareholding by Ping An Life Insurance Company, which acquired 5.033 million shares at an average price of HKD 36.7019 per share, totaling approximately HKD 185 million [1] - Following this acquisition, Ping An Life's total shareholding in China Pacific Insurance rose to 167,858,600 shares, increasing its ownership percentage from 5.86% to 6.04% [1]

Key Points - The top three companies with net inflows of southbound funds are Alibaba-W (09988) with 581 million, Kangfang Biotech (09926) with 541 million, and Hong Kong Stock Exchange (00388) with 434 million [1] - The top three companies with net outflows of southbound funds are Yingfu Fund (02800) with -2.396 billion, Xiaomi Group-W (01810) with -1.524 billion, and SMIC (00981) with -845 million [1] - In terms of net inflow ratios, the top three companies are Quan Feng Holdings (02285) at 51.60%, Sen Song International (02155) at 49.91%, and GX China (03040) at 43.94% [1] - The top three companies with the highest net outflow ratios are Yihai International (01579) at -51.63%, Zhou Hei Ya (01458) at -49.54%, and Kangji Medical (09997) at -46.09% [1] Net Inflow Rankings - Alibaba-W (09988) had a net inflow of 581 million, representing a 2.88% increase in closing price to 124.500 [2] - Kangfang Biotech (09926) saw a net inflow of 541 million, with a closing price of 169.500, down 4.18% [2] - Hong Kong Stock Exchange (00388) experienced a net inflow of 434 million, closing at 462.800, up 3.30% [2] - Kuaishou-W (01024) had a net inflow of 428 million, closing at 78.750, up 5.14% [2] - Horizon Robotics-W (09660) recorded a net inflow of 401 million, closing at 7.760, up 1.31% [2] Net Outflow Rankings - Yingfu Fund (02800) had the largest net outflow of -2.396 billion, with a closing price of 26.360, up 2.01% [2] - Xiaomi Group-W (01810) experienced a net outflow of -1.524 billion, closing at 53.500, up 1.81% [2] - SMIC (00981) saw a net outflow of -845 million, with a closing price of 57.800, up 1.58% [2] - CNOOC (00883) had a net outflow of -708 million, closing at 18.830, up 0.53% [2] - Pop Mart (09992) recorded a net outflow of -418 million, closing at 326.600, up 1.94% [2] Net Inflow Ratio Rankings - Quan Feng Holdings (02285) had a net inflow ratio of 51.60%, with a net inflow of 24.33 million, closing at 24.300, up 5.29% [3] - Sen Song International (02155) recorded a net inflow ratio of 49.91%, with a net inflow of 54.68 million, closing at 10.900, up 1.68% [3] - GX China (03040) had a net inflow ratio of 43.94%, with a net inflow of 1.29 million, closing at 37.820, up 2.55% [3] Net Outflow Ratio Rankings - Yihai International (01579) had a net outflow ratio of -51.63%, with a net outflow of -69.47 million, closing at 14.780, up 4.23% [3] - Zhou Hei Ya (01458) recorded a net outflow ratio of -49.54%, with a net outflow of -20.12 million, closing at 2.570, up 2.80% [3] - Kangji Medical (09997) had a net outflow ratio of -46.09%, with a net outflow of -30.83 million, closing at 8.680, up 0.35% [3]

Core Viewpoint - The insurance sector is experiencing a decline in stock prices, with major companies like New China Life, China Pacific Insurance, and China Life seeing significant drops in their share prices, indicating market concerns about the sector's performance [1][1][1] Company Performance - China Ping An reported a year-on-year decline in net profit for the first half of the year, but operating profit showed a year-on-year increase, attributed to three main factors: one-time accounting adjustments, issuance of convertible bonds, and unrealized gains from investments in listed companies not reflected in the profit statement [1][1][1] - The CFO of China Ping An suggested that the market should focus more on operating profit metrics rather than net profit figures [1][1][1] Market Trends - Longcheng Securities noted that the ten-year government bond yield has risen to around 1.78%, influenced by policies related to capacity reduction and market fluctuations in the insurance sector [1][1][1] - According to a recent survey by the Insurance Asset Management Association, stocks are the preferred investment asset for insurance institutions in the second half of 2025, followed by bonds and securities investment funds [1][1][1] - The insurance sector is viewed with cautious optimism regarding its allocation value despite the high volatility observed [1][1][1]