2025年12月11日，国家金融监督管理总局阜新监管分局发布批复称，《中国人寿（601628）保险股份有 限公司辽宁省分公司关于中国人寿保险股份有限公司阜新蒙古族自治县支公司泡子镇营销服务部撤销的 请示》（国寿人险辽发〔2025〕384号）收悉。经审核，现批复如下： 二、接此批复文件后，中国人寿保险股份有限公司阜新蒙古族自治县支公司泡子镇营销服务部应立即停 止一切经营活动，于15个工作日内向阜新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。 一、同意撤销中国人寿保险股份有限公司阜新蒙古族自治县支公司泡子镇营销服务部。 ...

内险股早盘继续走高，截至发稿，新华保险（01336）上涨3.53%，报50.50港元；中国太保（02601）上 涨3.06%，报35.66港元；中国平安（02318）上涨2.82%，报65.55港元；中国人寿（02628）上涨 1.13%，报28.62港元。 内险股早盘继续走高，截至发稿，新华保险（01336）上涨3.53%，报50.50港元；中国太保（02601）上 涨3.06%，报35.66港元；中国平安（02318）上涨2.82%，报65.55港元；中国人寿（02628）上涨 1.13%，报28.62港元。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...

每经AI快讯，内险股继续走高。截至发稿，新华保险(01336.HK)涨4.65%，报51.05港元；中国太保 (02601.HK)涨4.34%，报36.1港元；中国平安(02318.HK)涨3.37%，报65.9港元；中国人寿(02628.HK)涨 2.4%，报28.98港元。 ...

Core Viewpoint - The insurance stocks continue to rise, with significant gains observed in major companies, indicating a positive market sentiment and potential for growth in the sector [1] Group 1: Stock Performance - Xinhua Insurance (01336) increased by 4.65%, reaching HKD 51.05 - China Pacific Insurance (601601) (02601) rose by 4.34%, reaching HKD 36.1 - Ping An Insurance (601318) (02318) saw a 3.37% increase, reaching HKD 65.9 - China Life Insurance (601628) (02628) grew by 2.4%, reaching HKD 28.98 [1] Group 2: Research Insights - Guojin Securities released a report indicating an upward trend in the "opening red" season, maintaining a positive recommendation for the sector - The report anticipates a significant number of fixed deposits maturing next year, making dividend insurance attractive for low-risk investors seeking long-term wealth preservation and growth - It is expected that the new single premium and NBV for the "opening red" will achieve double-digit growth, with large companies increasing their market share [1][1] Group 3: Regulatory Changes - Shenwan Hongyuan Securities published a report noting that regulatory authorities have recently lowered the risk factors for insurance companies holding long-term equity assets - This change is expected to release a substantial amount of incremental capital, estimated in the hundreds of billions, in the short term - The report highlights that with the replenishment of insurance capital and increased willingness to allocate, high-dividend stocks with stable returns and defensive attributes will become a key focus for investment [1][1]

智通财经APP获悉，内险股继续走高，截至发稿，新华保险(01336)涨4.65%，报51.05港元；中国太保 (02601)涨4.34%，报36.1港元；中国平安(02318)涨3.37%，报65.9港元；中国人寿(02628)涨2.4%，报 28.98港元。 申万宏源证券发布的最新研究报告，监管机构近期下调了保险公司长期持有部分权益资产的风险因子， 此举有望在短期内释放千亿级别的增量资金空间。该行指出，随着险资弹药的补充和配置意愿的增强， 兼具稳定分红和防御属性的高股息板块自然成为其重点配置方向。 国金证券发布研报称，开门红景气度上行，维持积极推荐。明年大量定存到期，分红险对于低风险偏 好、有长期财富保值增值诉求的资金来说具有吸引力，且在反内卷和分红险转型背景下大公司的市占率 将继续提升，预计开门红新单保费和NBV将实现双位数增长。当前保险估值低位，配置性价比非常 高，维持积极推荐。 ...

近日，中国人寿财险德州市中心支公司为山东德州扒鸡股份有限公司的知名商标"德州扒鸡""德州五香 脱骨扒鸡"承保了注册商标专用权保险。根据保险合同约定，在保险期间内，若上述商标遭遇第三方侵 犯注册商标专用权的行为（以下简称"侵权行为"），保险公司将对被保险人因此产生的直接经济损失及 相关的维权费用承担赔偿责任。 "中国人寿财险为我们量身打造的'注册商标专用权保险'真正解除了我们被侵权的后顾之忧，政府还给 予保费60%的补贴。"山东德州扒鸡股份有限公司副董事长、总经理崔宸欣喜地说道。 据了解，山东德州扒鸡股份有限公司于2010年正式改制成立，先后荣获全国主食加工业示范企业、农业 产业化国家重点龙头企业等称号，公司品牌还被商务部认定为"中华老字号"。近年来，该公司以"打造 高端禽类食品行业领军品牌"为战略目标，在传承与发扬的基础上对制作技艺进行现代化改造，实现了 从饲料、养殖、生产到销售的全产业链发展模式，但其在发展过程中时常面临被侵权的经济损失和经营 风险。 "名优特新企业承载着推动产业升级、引领科技创新的重要使命。《山东省知识产权保护综合保险扶持 项目管理实施办法》明确，投保人向保险公司投保知识产权保险，按实际投 ...

Group 1 - The top ten financial brands in Beijing for the year 2025 have been announced [1] - The list includes major banks such as ICBC, China Construction Bank, and Agricultural Bank of China [2] - Other notable companies on the list are China Life Insurance and Ping An Life Insurance [2]

Group 1 - The report highlights the recent performance of various industries, with notable gains in sectors such as non-ferrous metals, electronics, and power equipment, while retail and real estate sectors faced declines [1][1][1] - The central economic work conference emphasized the importance of technological breakthroughs and supply-demand optimization, indicating a shift towards quality improvement in economic growth [11][12][19] - The commercial aerospace sector is experiencing significant growth, with the establishment of a dedicated regulatory body and a notable increase in the commercial aerospace index, which has risen by 46.52% since April 7 [47][48] Group 2 - The report indicates a seasonal recovery in social financing, with November seeing an increase of 24,885 billion yuan, driven primarily by government bond issuance [4][7] - The credit environment is showing signs of marginal improvement, particularly in corporate loans, which increased by 6,100 billion yuan in November, reflecting a recovery in demand [5][6] - The report notes that the retail sector is undergoing a transformation, with a focus on quality, as highlighted by the Ministry of Commerce's emphasis on retail quality upgrades [1][1][1] Group 3 - The report discusses the rising interest in inquiry transfers, which have seen a significant increase in both project numbers and transfer scale, indicating a growing trend in the market [51][52] - The technology sector is expected to remain a key focus, with upcoming events such as the Volcano Engine FORCE conference anticipated to showcase advancements in AI and cloud services [56]

Investment Rating - The report indicates a positive outlook for the insurance sector, recommending specific companies such as China Pacific Insurance, China Ping An, China Life (H), and China Taiping, while also recommending New China Life Insurance [4][17]. Core Insights - The financial industry experienced a mixed performance, with the non-bank financial index rising by 0.81%, outperforming the CSI 300 index by 0.89 percentage points. The insurance sector showed a notable increase of 2.36%, while the banking sector declined by 1.77% [2][11]. - The central economic work conference emphasized a proactive fiscal policy, which is expected to benefit the insurance sector by increasing infrastructure asset supply and improving credit risk perceptions [14][15]. - The report highlights the potential for valuation recovery in the brokerage sector, driven by regulatory changes that align public fund interests with long-term investor returns [18][19]. Summary by Sections 1. Weekly Performance and Sector Insights - The non-bank financial index rose by 0.81%, with the insurance sector outperforming the CSI 300 index by 2.44 percentage points [2][11]. - The banking sector underperformed, with a decline of 1.77%, attributed to macroeconomic policy expectations [3][21]. 2. Insurance Sector Data Tracking - The insurance sector's premium income showed steady growth, with life insurance and property insurance premiums increasing by 9.6% and 4.0% year-on-year, respectively [17][26]. - The report notes that the 10-year government bond yield decreased to 1.84%, which is favorable for the insurance sector's investment strategies [31]. 3. Brokerage Sector Data Tracking - The brokerage sector's PB valuation stands at 1.37x, indicating potential for valuation recovery as earnings improve [19][42]. - Regulatory changes in public fund sales are expected to enhance the industry's focus on long-term investor interests [18][19]. 4. Banking Sector Data Tracking - The banking sector's PB valuation is at 0.54x, suggesting it remains undervalued [21][25]. - The central economic work conference's focus on domestic demand and flexible monetary policy is expected to support the banking sector's growth [22][23].

Investment Rating - The report maintains a "Positive" investment rating for the non-bank financial sector [7]. Core Insights - The non-bank financial sector has shown strong overall performance this week, with brokerage firms experiencing an increase in market activity, maintaining historical highs. It is expected that the sector will continue to see high growth trends in earnings through 2025, suggesting a focus on the sector's future allocation value [2][4]. - In the insurance sector, the third-quarter reports have confirmed the logic of deposit migration, increased equity allocation, and improved new policy costs. The long-term return on equity (ROE) is expected to improve, leading to a potential acceleration in valuation recovery. The overall cost-effectiveness of allocations is gradually increasing, indicating a revaluation of the sector is underway [2][4]. - Recommendations include focusing on companies with stable earnings growth and dividend rates, such as Jiangsu Jinzu, China Ping An, and China Pacific Insurance, which have clear advantages in business models and market positions. Additionally, companies like Xinhua Insurance, China Life, Hong Kong Stock Exchange, CITIC Securities, Dongfang Wealth, Tonghuashun, and Jiufang Zhitu Holdings are also recommended based on their performance elasticity and valuation levels [4]. Market Performance - The non-bank financial index increased by 0.8% this week, with an excess return of 0.9% relative to the CSI 300, ranking high in the industry [5]. - Year-to-date, the non-bank financial index has risen by 6.7%, but with an excess return of -9.7% compared to the CSI 300, ranking lower in the industry [5]. - The average daily trading volume in the two markets reached 19,530.44 billion yuan, a week-on-week increase of 15.14%, with a daily turnover rate of 2.03%, up by 26.88 basis points [5]. Key Industry News & Company Announcements - China Life's cumulative total premium income has exceeded 700 billion yuan [6]. - Guosen Securities plans to distribute cash dividends totaling approximately 1.024 billion yuan, accounting for 11.21% of the net profit attributable to shareholders for the first three quarters [6]. - Industrial Securities announced a mid-term profit distribution plan, with a total cash dividend of 432 million yuan based on a total share capital of 8.636 billion shares [6].