人民财讯10月24日电，10月24日，中国人寿保险（集团）公司（以下简称"中国人寿"）党委书记、董事 长蔡希良表示，中国人寿将深入学习贯彻党的二十届四中全会精神，准确把握"十五五"时期金融工作的 主要目标和面临的形势任务，持续增强"报国为民当头雁"的思想自觉和行动自觉，坚定不移走中国特色 金融发展之路，加快推进高质量发展，着力做好金融"五篇大文章"，拓展重点领域保险，充分发挥保险 资金长期资本、耐心资本的优势，全力服务新质生产力发展，深入参与多层次社会保障体系建设，深度 融入社会治理体系建设，不断发挥保险经济减震器和社会稳定器功能，当好服务实体经济的主力军和维 护金融稳定的压舱石，不折不扣、雷厉风行、求真务实、敢作善为，抓紧研究谋划公司"十五五"时期重 点工作，确保在公司"十五五"规划和未来五年的改革发展实践中做好承接和落实，确保党的二十届四中 全会精神在中国人寿落到实处、取得实效，更好发挥保险行业高质量发展头雁作用，为国尽责，为民造 福。 转自：证券时报 ...

来源：环球网 在安徽合肥某绿色企业的车间里，新引进的节能设备正加速运转，产业工人们正忙碌而有序地操作着自 动化设备；200公里外，阜南宋台村的有机稻田翻滚出丰收的金色稻浪……这些看似不相关的场景，却 由同一股力量串联：中国人寿的绿色金融实践。 近年来，中国人寿安徽省分公司多措并举助力定点帮扶村发展绿色农业产业，2024年为超500家绿色企 业定制风险屏障，更推动理赔无纸化率达99.81%，在江淮大地铺就一条生态与发展交融的创新之路， 生动诠释"绿水青山就是金山银山"的科学理念。 在保险服务流程中，中国人寿安徽省分公司将绿色理念贯穿其中，全力打造适用于不同销售队伍的无纸 化线上签约平台，推动新单环节的绿色销售。积极推进数字化运营体系建设，2025年上半年，该公司个 人长险无纸化投保率近100%，团短险电子保单使用率97.31%，个人长险业务核保智能审核通过率 95.82%，在提升承保效率的同时，显著减少了纸张消耗，降低了碳排放。 在客户服务层面，积极构建线上智能化运营体系，提升智能化、线上服务能力。2025年上半年，个人业 务保全线上化率99.69%；在线人工客服共服务客户1748人次，服务响应率99.15%。 ...

转自：新华财经 公司通过高位部署、制度完善、考核强化，建立"大消保"工作格局，健全投诉管理机制，严格落实首问 负责制，加强投诉逐笔倒查与溯源整改，确保"件件有落实，事事有回应"。今年前三季度，公司全量投 诉同比下降33.36%，其中，二季度监管通报投诉0件，为投诉管控当期最好成绩。 为不断提升专业化服务能力，夯实服务根基，公司持续建强专业人才队伍，构建多维度、分层级、分岗 位的消保培训体系，2025年前三季度已开展线上线下培训数十期，参训人次达1万以上，覆盖中高级管 理层、基层业务人员、消保人员等多个岗位。 下一步，中国人寿财险云南省公司将牢记"金融为民"初心，全力构建"主动化、规范化、智能化""全层 级、全员工、全过程"的消保管理体系，用更优质的金融服务守护人民群众的美好生活。（尹力、薛莹 莹） 编辑：赵鼎 深入开展金融教育宣传、持续优化客户服务体验、建强专业人才队伍……作为扎根云岭大地的金融央 企，中国人寿财险云南省分公司始终秉承"成己为人 成人达己"的价值观，以精准的金融教育宣传活动 为抓手，以温暖的民生保障为底色，扎实推进消费者权益保护工作，书写了一份有温度、有力度、有深 度的"金融为民"答卷。 深入 ...

对于业绩预增，中国人寿表示，今年以来，股票市场回稳向好势头不断巩固，积极推进中长期资金入市，把握市场机会坚决加大权益投资力度，前瞻布局新 质生产力相关领域，持续优化资产配置结构，投资收益同比大幅提升。 值得一提的是，在中国人寿发布前三季度业绩预增公告之前不久，中国人寿财险原总裁刘安林被开除党籍。 10月12日，据中央纪委国家监委驻中国人寿纪检监察组、山西省纪委监委消息，日前，中央纪委国家监委驻中国人寿纪检监察组、山西省临汾市监委对中国 人寿财产保险股份有限公司原党委书记、总裁刘安林严重违纪违法问题进行了纪律审查和监察调查。经中国人寿保险（集团）公司党委研究，决定给予刘安 林开除党籍处分。 10月19日，中国人寿发布前三季度业绩预增公告。公告显示，经初步测算，预计中国人寿2025年前三季度归属于母公司股东的净利润为1567.85亿元到 1776.89亿元，与2024年同期相比，将增加约522.62亿元到731.66亿元，同比增长约50%到70%，实现高基数上的高增长。 ...

天津北方网讯：10月23日下午，2025中国国际矿业大会主题论坛在天津梅江会展中心拉开帷幕，中国五矿集团有限公司副总经理王兴权带 来"携手开创绿色、智慧、共赢的全球矿业新时代"主题演讲。 为推动实现互利共赢的行业未来，王兴权发出四点倡议：一是筑牢资源端，坚持"两种资源，两个市场"，深化国内勘探，同时构建全球多元合 作。二是革新生产端，全力推动矿山智能化、绿色化转型。三是畅通物流端，加强战略通道建设，打造强韧性物流网络，构建多式联运机制， 确保矿产资源在全球范围内流得动、流得畅、流得稳。四是激活科技端，以科技创新引领矿业未来。 （津云新闻记者 田巧梅 实习记者 杨晨 摄影 吴涛） 王兴权表示，绿色低碳发展已成为时代主题，矿业也告别了传统周期，呈现发展动力、运营模式、生存法则及供应格局四个方面的变革趋势， 而能否成功应对行业变革则决定了矿业未来的发展轨迹。中国五矿基于上述变革进行了一定的探索与实践，构建了覆盖资源获取、勘探勘察、 设计施工、采矿选矿、冶炼加工及贸易物流的全产业链通道，打造安全高效的绿色智慧矿山，以科技创新引领金属矿业新质生产力发展，以产 业链协同推动国际产能合作实现融合共赢，深度践行ESG理念推动 ...

Core Insights - Morgan Stanley's report highlights the comparative analysis of the insurance markets in India and China during the quarterly earnings season, indicating that China's insurance sector shows strong performance with positive earnings forecasts from three major players, leading to an upward revision in market consensus [1] Group 1: Investment Themes - The company reiterates three key investment themes: 1. Preference for state-owned enterprises, favoring companies like LIC and China Life over private firms; 2. Sector rotation, looking for attractive re-entry points in India's non-life insurance sector; 3. Considering opportunities in China's non-life insurance sector [1] Group 2: Market Performance - The report notes that Chinese insurance stocks are correlated with earnings expectation revisions, currently trading at a consensus forecast price-to-earnings ratio of 7 times for the fiscal year 2025, with a dividend yield of 4%, indicating attractive valuations [1] - Companies like China Life have reported strong net profits for the first nine months of the year, contributing to the positive outlook for the sector [1]

Core Viewpoint - Morgan Stanley highlights the comparative analysis of the insurance markets in India and China during the quarterly earnings season, noting strong performance from Chinese insurers while Indian private insurers show mixed results [1][2] Group 1: Investment Themes - Preference for state-owned enterprises over private ones, with a focus on LIC and China Life [1] - In the non-life insurance sector, preference for India over China, seeking attractive re-entry points in India while considering exit points in China [1] - Reevaluation of underperforming stocks that show emerging value, such as China Ping An, which is currently trading at 6 times the forecasted 2026 P/E ratio with a dividend yield of 6% [1] Group 2: Market Performance and Valuation - Chinese insurance stocks are trading at 7 times the consensus forecast P/E for 2025, with a dividend yield of 4%, indicating attractive valuations [2] - Companies like China Life have announced strong net profit expectations for the first nine months, surpassing full-year market consensus, leading to anticipated upward revisions in earnings and dividend forecasts [2] - Ongoing policy support is expected to enhance product profitability and diversify revenue sources [2]

Core Insights - Morgan Stanley highlights the comparative analysis of the insurance markets in India and China during the quarterly earnings season, noting strong performance in China's insurance sector with positive earnings forecasts from three major players, while India's private insurers show mixed results [1][2] Group 1: Investment Themes - Preference for state-owned enterprises over private firms, specifically favoring LIC and China Life [1] - Focus on attractive re-entry points in India's non-life insurance sector while considering exit points in China's non-life insurance sector [1] - Reevaluation of underperforming stocks that show emerging value, such as China Ping An, which is currently trading at a 6x P/E ratio for the 2026 fiscal year with a dividend yield of 6% [1] Group 2: Market Performance and Valuation - Chinese insurance stocks are trading at a 7x P/E ratio for the 2025 fiscal year with a dividend yield of 4%, indicating attractive valuations [2] - Companies like China Life have announced strong net profit expectations for the first nine months, surpassing the overall market consensus for the year [2] - Anticipation of further upward revisions in earnings and dividend forecasts, providing catalysts for stock prices, supported by ongoing policy backing to enhance product profitability and diversify revenue sources [2]

Report Industry Investment Rating No information provided in the report. Core Viewpoints - Listed insurance companies have implemented new accounting standards (IFRS 17 and IFRS 9) since 2023, while non - listed ones will implement them in 2026. It is estimated that after the remaining insurance companies implement the new standards in 2026, the re - classification scale of financial assets of affected insurance companies may account for about 20% [3][62]. - After the implementation of the new standards, more insurance assets may be classified into the FVTPL category, increasing the profit volatility of insurance companies. Insurance companies are more cautious about bank capital bonds and increase the allocation of ultra - long bonds. The proportion of insurance funds invested in bonds is rising [3][5][63]. Summary According to the Table of Contents 1. New Accounting Standards Gradually Implemented - IFRS 9 adjusts the classification of financial assets from "four - category" to "three - category": FVTPL, FVOCI, and AC. More assets may be classified into FVTPL, making insurance company profits more volatile. Insurance companies have an incentive to allocate more assets to AC or FVOCI [9][10]. - IFRS 17 changes the discount rate for traditional insurance reserves. Insurance companies can use the OCI option to reduce profit fluctuations, which may lead to significant differences in net profit under the old and new standards [12]. - From the operating data of insurance companies that have implemented the new standards in advance, there is an increase in net profit and a decrease in net assets [16]. - Among bond - issuing insurance companies, the financial investment of those that have implemented the new standards accounted for 74.4% of the total as of the end of 2024. It is estimated that the proportion of financial asset re - classification of the remaining insurance companies in 2026 may be about 20% [3][62]. 2. Changes in Insurance Institution Behavior 2.1 Insurance Asset Allocation Observation - As of the end of Q2 2025, the balance of insurance funds in use was 36.23 trillion yuan, with life insurance companies accounting for 90% [23]. - The proportion of bonds in the asset allocation of life and property insurance is increasing. As of the end of Q2 2025, the bond proportion of life insurance increased from 41% to 52%, with a balance of 16.9 trillion yuan; that of property insurance increased from 21% to 40%, with a balance of 0.95 trillion yuan [25]. - The investment proportion of life and property insurance in stocks is relatively stable, but the growth rate has accelerated since Q1 last year. In Q2 this year, the cumulative year - on - year growth rates of stock investment were 47.9% and 42.8% respectively [31]. 2.2 Insurance Secondary Market Observation 2.2.1 Bank - to - Bank - As of the end of August 2025, the total bond custody scale of insurance institutions in CCDC and SHCHE was 5033.311 billion yuan. Interest - rate bonds accounted for 77.9%, with local bonds accounting for 49.3% [34]. - Insurance has been increasing its allocation of local bonds. As of the end of August this year, the net increase in local bond custody was 3776 billion yuan, approaching last year's level. Insurance has been reducing its holdings of commercial bank bonds since March last year [39][58]. 2.2.2 Exchange - As of the end of September, the scale of corporate bonds held by insurance in SSE and SZSE was 931.8 billion yuan and 181.6 billion yuan respectively. After Q2 this year, the allocation of credit bonds by insurance has increased [52]. 3. Understanding the Impact of the New Standards - Insurance institutions will further increase their demand for ultra - long bonds due to stable premium income growth, the "Second - Generation Solvency" regulations guiding the passive allocation of fixed - income assets, and increased liability - side volatility under the new insurance contract standards [55]. - Under the new financial tool accounting standards, insurance will be more cautious about bank secondary and perpetual bonds that do not pass SPPI and are included in FVTPL [58]. 4. Summary - In 2026, after the remaining insurance companies implement the new accounting standards, the re - classification scale of financial assets of affected insurance companies may account for about 20% [3][62]. - After the implementation of the new standards, insurance company profits may become more volatile. Insurance will be more cautious about bank capital bonds and increase the allocation of ultra - long bonds. The proportion of bonds in insurance asset allocation is rising [5][63].

2025年10月14日，铜仁金融监管分局发布批复称，《关于变更中国人寿（601628）保险股份有限公司松 桃支公司长兴镇营销服务部营业场所的请示》（国寿人险铜发〔2025〕81号）收悉。经审核，现批复如 下： 一、同意中国人寿保险股份有限公司松桃支公司长兴镇营销服务部将营业场所变更为：贵州省铜仁市松 桃苗族自治县长兴堡镇派出所旁龚洪弟自建房第三层。 二、中国人寿保险股份有限公司应按照有关规定及时办理变更及许可证换领事宜。 ...