作者 |一财阿驴 11:31 A股午盘丨创业板指半日涨超3% 截至午盘，沪指涨1.17%，深成指涨2.07%，创业板指涨3.11%，科创综指涨2.22%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 1 | 4113.28 | 47.70 | 1.17% | | 399001 | 深证成指 | 7 | 14194.23 | 287.50 | 2.07% | | 399006 | 创业板指 | 3 | 3337.03 | 100.57 | 3.11% | | 000680 | 科创综指 | 5 | 1792.49 | 38.88 | 2.22% | 盘面上，算力硬件产业链爆发，CPO、存储器方向领涨；光伏产业链走强，太空光伏方向活跃；AI应 用、半导体、商业航天、消费电子题材涨幅靠前。 2026.02.06 沪指高开0.93%，深成指高开1.50%，创业板指高开1.95%，科创综指高开1.99%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- ...

南方财经2月9日电，港股保险股普涨，中国人寿、中国平安、中国太平、中国太保均涨超4%。 消息面 上，据国家金融监管总局最新披露数据显示，2025年保险业原保险保费收入约6.12万亿元，同比增长 7.43%。东吴证券指出，上市险企2026年"开门红"表现亮眼，当前"存款搬家"趋势延续，保险产品预定 利率仍高于银行存款，相对吸引力仍然明显，对全年新单保费增长持乐观预期，同时新单中分红险占比 预计进一步提升，利好险企负债成本持续改善。 方正证券：关注大权重、经营边际改善且股息率较高 的中国平安，投资弹性较大、业绩创新高的新华保险，业绩有望超预期的中国太平、中国人寿，业绩稳 健增长中国太保、中国人保，基本面延续改善的中国财险、众安在线等。 ...

Core Viewpoint - The insurance stocks in China have seen a significant rise, driven by strong performance in the insurance premium market, particularly through the bancassurance channel, indicating a positive outlook for the industry [1] Group 1: Stock Performance - China Life (601628) increased by 5.4%, reaching HKD 35.52 [1] - Ping An (601318) rose by 4.89%, reaching HKD 73 [1] - China Pacific Insurance (601601) grew by 4.77%, reaching HKD 40.38 [1] - New China Life (601336) saw a 3.39% increase, reaching HKD 62.5 [1] Group 2: Premium Growth - In January 2026, 79 life insurance companies achieved a total new premium scale of CNY 212.6 billion, marking a year-on-year growth of 27.6% [1] Group 3: Market Insights - According to research from Kaiyuan Securities, the advantages of insurance products in terms of yield, low volatility, and health protection have become more prominent due to the concentration of excess savings during the pandemic [1] - Yangtze River Securities noted that the stable stock market and expectations of steady interest rates could lead to improved interest spreads, benefiting the industry [1] - Continued strong growth in new premium income is expected to accelerate the recovery of interest spreads, enhancing profitability and driving ongoing improvements in industry valuations [1]

Core Viewpoint - The Hong Kong insurance stocks experienced a collective surge, with significant gains observed across major companies in the sector [1] Group 1: Company Performance - China Life and Ping An Insurance both rose over 5% [1] - China Taiping increased by 4.8% [1] - China Pacific Insurance saw a rise of 4.5% [1] - China Insurance, New China Life, and China Property & Casualty Insurance all gained over 3% [1] - AIA Group experienced an approximate increase of 3% [1]

Core Viewpoint - The Hong Kong insurance stocks experienced a collective surge, with major companies like China Life and Ping An rising over 5%, driven by favorable market conditions and strategic positioning in the insurance sector [1] Group 1: Market Performance - China Life's stock price increased by 5.22% to 35.460 [2] - Ping An's stock price rose by 5.03% to 73.100 [2] - China Taiping's stock price went up by 4.79% to 25.820 [2] - China Pacific's stock price increased by 4.46% to 40.260 [2] - Other notable increases include China People's Insurance at 3.50%, New China Life at 3.39%, and China Property & Casualty at 3.22% [2] Group 2: Industry Insights - CITIC Securities' report indicates that with a large number of deposits maturing, savings-type insurance products are expected to meet the demand for stable long-term value growth due to their high returns and long terms [1] - The report anticipates that leading insurance companies will capitalize on improved bancassurance value rates, leading to rapid growth in new policies and new business value (NBV) [1] - The asset side is expected to benefit from a spring rally in the equity market, enhancing profits, while stable interest rates will support long-term returns for insurance funds [1] Group 3: Future Projections - Huaxi Research predicts that listed insurance companies will continue to see rapid growth in net profit attributable to shareholders through 2025, although Q4 may face some pressure from investment impacts [1] - The report highlights a high level of enthusiasm for the insurance sector in Q1 2026, driven by the "opening red" period and the transformation of savings-type insurance products, which will alleviate pressure from interest rate spreads [1] - Recommended stocks include Ping An for its improved fundamentals and high dividend yield, New China Life for its asset flexibility and high dividend yield, and China Life for its asset flexibility [1]

Group 1 - The core viewpoint of the news is that the insurance industry is experiencing a significant increase in profitability, with 57 life insurance companies reporting a net profit growth of over 150% year-on-year, marking it as the "strongest profit year" [1] - The outlook for the insurance sector indicates a continuation of deposit migration, with expectations of high growth in new policies through bank insurance channels, and a trend of market share concentration among leading companies [1] - The report highlights that the dividend insurance products will test companies' long-term investment capabilities, with stricter access requirements for these products through bank insurance channels, favoring larger companies [1] Group 2 - The report mentions that the reduction in the preset interest rate and the integration of reporting and operations will limit the competitive space for smaller companies in terms of pricing and costs [1] - It is noted that the profitability of bank insurance channels is improving, with larger companies continuing to expand their efforts in this area, leveraging advantages in resource synergy, service, and brand [1] - As of February 9, 2026, the CSI 800 Securities Insurance Index rose by 1.21%, with significant increases in stocks such as China Ping An (up 2.71%) and China Life (up 2.46%) [1] Group 3 - As of January 30, 2026, the top ten weighted stocks in the CSI 800 Securities Insurance Index account for 65% of the index, including major players like China Ping An and CITIC Securities [2]

Core Viewpoint - The Hong Kong insurance stocks have collectively risen, with major companies like China Life and Ping An increasing by over 5%, driven by favorable market conditions and growth in new business value (NBV) [1] Group 1: Market Performance - China Life's stock price increased by 5.22% to 35.460 [2] - Ping An's stock price rose by 5.03% to 73.100 [2] - China Taiping's stock price went up by 4.79% to 25.820 [2] - China Pacific's stock price increased by 4.46% to 40.260 [2] - Other companies like China People’s Insurance and New China Life also saw increases of over 3% [1] Group 2: Industry Insights - CITIC Securities' report indicates that with a large amount of deposits maturing, savings-type insurance products are expected to meet the demand for stable long-term value growth due to their high returns and long terms [1] - The leading insurance companies are expected to leverage the improvement in bancassurance value rates to enhance their market positioning, leading to rapid growth in new business and NBV [1] - The asset side is anticipated to benefit from a bullish equity market in spring, which will enhance profits, while stable interest rates will support long-term returns for insurance funds [1] Group 3: Future Projections - Huaxi Research forecasts that the net profit attributable to shareholders of listed insurance companies will continue to grow rapidly through 2025, although Q4 may face some pressure from investment impacts [1] - The high demand for new business value in Q1 2026 is expected to significantly increase year-on-year, driven by the favorable conditions at the beginning of the year [1] - The transformation towards dividend insurance is expected to alleviate pressure from interest rate spreads, further driving the valuation recovery of insurance stocks [1] Group 4: Stock Recommendations - Recommended stocks include Ping An for its improving fundamentals and high dividend yield, New China Life for its asset flexibility and high dividend yield, and China Life for its asset flexibility [1] - Other recommended stocks include China People’s Insurance and China Pacific for their stable performance, as well as ZhongAn Online for its business improvements [1]

2月9日金融一线消息，港股保险股震荡拉升，中国人寿、中国平安、中国太保、中国太平均涨超4%， 中国财险、众安在线等跟涨。 责任编辑：王馨茹 2月9日金融一线消息，港股保险股震荡拉升，中国人寿、中国平安、中国太保、中国太平均涨超4%， 中国财险、众安在线等跟涨。 责任编辑：王馨茹 ...

每经记者｜黄胜 每经编辑｜许绍航 宋思艰 记者|黄胜 编辑|许绍航 宋思艰 校对|金冥羽 2月9日，沪指高开0.93%，深成指高开1.50%，创业板指高开1.95%，传媒、CPO、光伏、有色金属等板块指数涨幅居前。 | （免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。） | | --- | 港股高开，恒生指数涨1.59%，恒生科技指数涨1.9%。华虹半导体涨逾4%，小鹏汽车、哔哩哔哩、百度集团、中国平安、中国人寿涨逾3%。 ...

沪深300ESGETF南方（560180）业绩比较基准为沪深300ESG基准指数收益率，管理人为南方基金管理 股份有限公司，基金经理为李佳亮，成立（2023-04-13）以来回报为18.28%，近一个月回报为-2.59%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 来源：新浪基金∞工作室 2月9日，沪深300ESGETF南方（560180）开盘涨0.34%，报1.188元。沪深300ESGETF南方（560180） 重仓股方面，贵州茅台开盘涨0.20%，中际旭创涨3.89%，宁德时代涨0.38%，招商银行涨0.00%，中国 平安涨0.82%，美的集团跌0.45%，紫金矿业涨3.50%，长江电力涨0.04%，兴业银行涨0.00%，比亚迪涨 0.76%。 ...