在上海金融中心的核心承载区，国寿资产通过投资陆家嘴世纪金融广场3期ABS项目。位于陆家嘴核心 区的7万平方米甲级写字楼，经资产证券化运作后估值达47.81亿元，不仅响应了国务院盘活存量资产政 策，更强化了上海国际金融中心的资产配置功能，为商业物业存量盘活提供了可复制模式。 本报讯 （记者冷翠华）记者从中国人寿资产管理有限公司（以下简称"国寿资产"）了解到，今年以 来，该公司支持长三角系列资产支持专项计划密集落地，投资规模超过50亿元，以金融创新为上海企业 盘活存量资产注入强劲动力。 例如，为进一步支持上海消费基础设施建设，国寿资产通过投资百联股份ABS项目优先级份额，盘活金 山、川沙两大购物中心存量资产。两大地标商业体出租率持续超95%，通过灵活期限设计，完美匹配保 险资金特性，为消费基础设施升级提供了长期资金支持。 精准捕捉上海科创中心建设机遇，国寿资产通过投资张江人工智能岛ABS项目，将国内首个"5G+AI"全 场景商用示范园区的优质资产纳入配置。该岛聚集IBM、阿里平头哥半导体、英飞凌等龙头企业，国寿 资产通过金融工具引导保险资金流向科技创新领域，为科创载体盘活存量资产开辟了路径，进一步助力 上海科创中 ...

资本市场回暖，叠加寿险业务的新业务价值稳定实现正向增长，保险巨头迎来了一段最好的时光。 截至10月30日，中国人寿、中国人保、中国平安、新华保险和太平洋保险五大保险巨头都公布了今年第三季度业绩报告，成绩亮眼。 前三季度，五大巨头的合计营收为2.37万亿元，归母净利润之和达4260.39亿元，大幅超过2024年全年水平；其中，营收增幅为13.6%，但净利润增幅却高 达33.54%，说明五大险企在降本增效、扩大收益组合上取得明显成效。 今年第三季度，五大保险巨头的单季净利之和润增幅高达68.34%，显著超越市场预期。得益于资本市场回暖，五大巨头都从投资收益增加中获益，特别 是三季度快速升温的资本市场为五大巨头带来了明显收益。细看之下也有不同，中国人寿仍然是寿险的巨无霸；中国平安则从精细化运营中获利，代理人 渠道新业务价值表现喜人；中国人保巩固了财险基本盘；太平洋保险则依靠寿险银保渠道的迅速增长。 中国保险行业如今仍处于发展和转型的周期，在激烈竞争中，行业大势是普遍回升向好。但两极化也日渐明显，五大巨头坚定在转型中求发展，狠抓精细 化运营；腰部险企则追求稳健发展；亦有中小险企在苦苦挣扎。 2025年前三个季度，五大 ...

一、同意中国人寿保险股份有限公司平度市支公司大泽山营销服务部将营业场所变更为：青岛市平度市 大泽山镇泽山路2-3号。 2025年11月19日，国家金融监督管理总局青岛监管局发布批复称，《中国人寿（601628）青岛市分公司 关于平度市支公司大泽山营销服务部迁址的请示》（国寿人险岛发〔2025〕190号）收悉。经审核，现 批复如下： 二、中国人寿青岛市分公司应按照有关规定及时办理变更及许可证换领事宜。 ...

二、接此批复文件后，中国人寿保险股份有限公司下路营销服务部应立即停止一切经营活动，于15个工 作日内向黔江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11月18日，国家金融监督管理总局黔江监管分局发布批复称，《关于撤销中国人寿（601628）保 险股份有限公司石柱土家族自治县支公司下路营销服务部的请示》（国寿人险渝发〔2025〕216号）收 悉。经审核，现批复如下： 一、同意撤销中国人寿保险股份有限公司石柱土家族自治县支公司下路营销服务部。 ...

分红方面，中国人寿A股上市后累计派现2263.44亿元。近三年，累计派现511.03亿元。 11月21日，中国人寿盘中下跌2.03%，截至10:57，报43.50元/股，成交3.05亿元，换手率0.03%，总市值 12295.15亿元。 资金流向方面，主力资金净流出2166.83万元，特大单买入888.28万元，占比2.91%，卖出2349.59万元， 占比7.71%；大单买入5016.98万元，占比16.46%，卖出5722.49万元，占比18.77%。 中国人寿所属申万行业为：非银金融-保险Ⅱ-保险Ⅲ。所属概念板块包括：超大盘、中特估、中字头、 H股、低市盈率等。 截至9月30日，中国人寿股东户数11.97万，较上期增加15.32%；人均流通股214145股，较上期减少 16.86%。2025年1月-9月，中国人寿实现营业收入0.00元；归母净利润1678.04亿元，同比增长60.54%。 中国人寿今年以来股价涨5.50%，近5个交易日跌1.45%，近20日跌1.98%，近60日涨3.99%。 资料显示，中国人寿保险股份有限公司位于北京市西城区金融大街16号,香港九龙红磡红鸾道18号 One Harbou ...

Key Points - The top three companies with net inflows of southbound funds are Alibaba-W (09988) with 3.296 billion, XPeng Motors-W (09868) with 1.147 billion, and Xiaomi Group-W (01810) with 0.853 billion [1][2] - The top three companies with net outflows of southbound funds are Yingfu Fund (02800) with -0.559 billion, China Life (02628) with -0.427 billion, and China National Offshore Oil Corporation (00883) with -0.368 billion [1][2] - In terms of net inflow ratio, ICBC South China (03167) leads with 100.00%, followed by Xiaocai Garden (00999) with 74.08%, and Qingdao Bank (03866) with 67.42% [1][3] - The companies with the highest net outflow ratios include Q Tech (01478) at -58.31%, China National Heavy Duty Truck Group (03808) at -53.04%, and Nexperia (01316) at -43.99% [1][4] Net Inflow Rankings - Alibaba-W (09988) had a net inflow of 3.296 billion, representing a 20.59% increase in its closing price to 154.600 [2] - XPeng Motors-W (09868) saw a net inflow of 1.147 billion, with a 25.58% increase in its closing price to 85.950 [2] - Xiaomi Group-W (01810) experienced a net inflow of 0.853 billion, with a 9.75% increase in its closing price to 40.780 [2] Net Outflow Rankings - Yingfu Fund (02800) had a net outflow of -0.559 billion, with a -4.24% change in its closing price to 26.060 [2] - China Life (02628) experienced a net outflow of -0.427 billion, with a -23.81% change in its closing price to 26.140 [2] - China National Offshore Oil Corporation (00883) had a net outflow of -0.368 billion, with a -14.88% change in its closing price to 21.800 [2]

2025中国保险业方舟奖名单出炉！ 11月19日—20日，"第十九届深圳国际金融博览会暨2025中国金融机构年会"在深圳举行。这是深圳市人民政府主 办的"深圳国际金融博览会"与由证券时报社主办的"中国金融机构年会"两大品牌活动首次强强联合。 "2025中国金融机构年会"以"聚势赋能 重塑价值"为主题，除主论坛外，还包括中国银行业年会、中国证券业资产 管理高峰论坛、中国期货业年会、中国信托业发展高峰论坛、中国证券业投资银行高峰论坛、中国保险业资产负 债管理年会6个分论坛，吸引来自银行、保险、证券、信托、期货等细分领域近2000名行业精英报名参加。 "2025中国保险业方舟奖"评选结果在20日下午举行的年会保险分论坛"2025中国保险业资产负债管理年会"同步揭 晓。今年近90家保险机构申报角逐方舟奖，哪些保险机构和团队获得殊荣？ "2025中国保险业方舟奖"评选结果正式揭晓。 2025高质量发展保险公司方舟奖 中国人寿保险股份有限公司 中国人民保险集团股份有限公司 中国平安财产保险股份有限公司 新华人寿保险股份有限公司 2025价值成长保险公司方舟奖 安联人寿保险有限公司 中国大地财产保险股份有限公司 大家人寿保 ...

前十大AH股偏离值排行 截止11月20日收盘，东北电气(00042)、浙江世宝(01057)、弘业期货(03678)分列AH溢价率前三位，溢价 率分别为847.37%、283.92%、283.88%；宁德时代(03750)、招商银行(03968)、药明康德(02359)分列AH 溢价率末三位，溢价率分别为-3.01%、-0.06%、4.92%。其中京城机电股份(00187)、浙江世宝(01057)、 中石化油服(01033)的偏离值位居前三，分别为45.70%、37.82%、32.35%；另外，中国东方航空股份 (00670)、赣锋锂业(01772)、中国人寿(02628)的偏离值位居后三，分别为-13.61%、-12.40%、-11.44%。 前十大AH股溢价率排行 | 股票名称 | H股(港元) | A股 | 溢价率↓ | 偏离值 | | --- | --- | --- | --- | --- | | 东北电气(00042) | 0.285 | 2.25 | 847.37% | 4.45% | | 浙江世宝(01057) | 3.980 | 12.76 | 283.92% | 37.82% | | 弘业期 ...

Core Points - The Zhoushan branch of China Life Insurance Co., Ltd. has been penalized for employing unqualified personal agents and failing to prevent illegal activities by these agents [1][2] - The regulatory authority issued a warning and imposed a fine of 20,000 yuan on the Zhoushan branch, while individual agents received varying penalties [1][2] Summary by Category Company Actions - China Life Insurance Co., Ltd. Zhoushan branch was found to have entrusted unqualified personal agents [1][2] - The company failed to effectively prevent these agents from engaging in illegal activities [1][2] Regulatory Response - The Zhoushan branch received a warning and a fine of 20,000 yuan from the National Financial Supervision and Administration Bureau [1][2] - Individual agents involved faced penalties: Ye Yang and Wu Daijun received warnings and fines of 10,000 yuan each, while Pan Yi was banned for life from the insurance industry [1][2]

Core Insights - The insurance companies' investment yield has increased, with total investment funds surpassing 37 trillion yuan for the first time, driven by a significant rise in stock investments and a focus on banking, energy, and transportation sectors [1][6][7]. Investment Performance - The average annualized financial investment yield for life insurance companies reached nearly 5%, with a median exceeding 4.7%, marking an increase of approximately 1 percentage point compared to the previous year [3][6]. - The total investment funds of insurance companies exceeded 37 trillion yuan, with life insurance companies managing over 33.5 trillion yuan and property insurance companies nearly 2.4 trillion yuan [6][8]. - Equity investments accounted for 23.4% of total funds, reaching a recent high of over 8.4 trillion yuan [4][6]. Stock Investment Trends - Direct stock investments surged over 55%, with the amount reaching 3.6 trillion yuan, an increase of approximately 1.3 trillion yuan year-on-year [8][10]. - The growth in stock investments is attributed to regulatory measures encouraging long-term capital market participation [10][12]. Sector Preferences - Insurance funds are heavily invested in banking, energy, transportation, and telecommunications sectors, with banking remaining the top sector, accounting for about 50% of total investments [15][20]. - By the end of Q3 2025, the market value of bank stocks held by insurance companies exceeded 3.35 trillion yuan, reflecting an increase of nearly 700 billion yuan since the beginning of the year [20][22]. Major Holdings - Companies like Ping An and China Life have increased their stakes in Agricultural Bank and Industrial and Commercial Bank, respectively, indicating a continued preference for stable, high-dividend stocks [17][23]. - The investment strategy focuses on long-term stable dividend income, particularly in industries with solid profitability [15][16].