以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 主力净流入（元） | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601318 中国平安 | | 1.64亿 | 2.51% | -8742.27万 | -1.34% | -7615.27万 | -1.17% | | 601628 中国人寿 | | 2421.08万 | 3.20% | -993.31万 | -1.31% | -1427.77万 | -1.89% | | 601336 新华保险 | | -4889.45万 | -3.52% | -2666.04万 | -1.92% | 7555.49万 | 5.43% | | 601319 中国人保 | | -1.34亿 | -14.60% | 5297.94万 | 5.76% | 8139.77万 | 8.84% | | 601601 中国太保 | | -3. ...

物资传递保险暖心温度 除了资金支持，中国人保、中国人寿还积极调配物资、组织员工捐赠，为受灾居民和一线救援人员提供 帮扶。 12月5日，人保香港公司员工自发捐助的善款以"人保香港员工捐款"的名义，转交香港工会联合会。人 保香港资产调配灾区需要的可即时调用物资，及时送达香港社会公营机构指定收集点，支援受灾居民渡 过难关。同时，向公司全体员工发起自愿捐款倡议，将所筹款项统一捐赠至香港特区政府"大埔宏福苑 援助基金"，定向用于受灾居民安置与生活保障。此外，中国人保正积极筹备向参与此次救援的消防、 应急及义工人员捐赠人身意外保险，为逆行英雄提供风险保障，切实分担社会责任。 来源：金融时报 11月26日，香港新界大埔屋邨宏福苑多栋住宅楼发生火灾，造成重大人员伤亡，事故牵动着无数人的 心。火灾发生后，习近平总书记高度重视，第一时间了解火灾救援和人员伤亡等情况，并作出重要指 示。国家金融监督管理总局印发《关于银行业保险业做好香港大埔火灾金融保障服务有关工作的通 知》，指导银行业保险业全力做好香港大埔火灾的金融保障服务等工作。据《金融时报》记者了解，保 险机构纷纷捐款捐物，第一时间支持火灾救援和灾后重建工作。 筑牢灾后重建资金 ...

二、人保财险浙江省分公司应按照有关规定及时办理变更及许可证换领事宜。 一、同意中国人民财产保险股份有限公司常山支公司芳村镇营销服务部的营业场所变更为：浙江省衢州 市常山县招贤镇华贤路1-2号。 2025年12月5日，国家金融监督管理总局衢州监管分局发布批复称，《人保财险浙江省分公司关于变更 中国人民财产保险股份有限公司常山支公司芳村镇营销服务部营业场所的请示》（浙人保财险报核 〔2025〕130号）收悉。经审核，现批复如下： ...

2025年12月5日，国家金融监督管理总局衢州监管分局发布批复称，《人保财险浙江省分公司关于变更 中国人民财产保险股份有限公司衢州市柯城支公司营业场所的请示》（浙人保财险报核〔2025〕129 号）收悉。经审核，现批复如下： 二、人保财险浙江省分公司应按照有关规定及时办理变更及许可证换领事宜。 一、同意中国人民财产保险股份有限公司衢州市柯城支公司的营业场所变更为：浙江省衢州市柯城区府 山街道闹市巷2幢3层。 ...

2025年12月2日，天津金融监管局发布批复称，《关于中国人民财产保险股份有限公司天津市东丽支公 司开发区营销服务部等2个机构变更营业场所的请示》（津人保财险发〔2025〕184号）收悉。经审核， 现批复如下： 一、同意中国人民财产保险股份有限公司天津市东丽支公司开发区营销服务部营业场所变更为天津市东 丽区五经路16号国际医疗器械产业园21号楼7层706室，中国人民财产保险股份有限公司天津市静海支公 司大邱庄营业部营业场所变更为天津市静海区大邱庄镇长江北道西侧嘉谊花园商业D座自北向南第1号 门脸房。 二、中国人民财产保险股份有限公司天津市东丽支公司应按照有关规定及时办理变更及许可证换领事 宜。 ...

Group 1 - Century Huatong plans to change the use of 1.28 million repurchased shares from equity incentive plans to cancellation, reducing total share capital from 7.428 billion to 7.427 billion shares [2] - Wuliangye adjusts its 2025 investment plan, increasing the number of projects from 19 to 22 and changing the investment amount from 2.586 billion to 2.207 billion yuan [3] - Qingyue Technology is under investigation for suspected financial data fraud, with the possibility of forced delisting if found guilty [4] Group 2 - Kang Enbei's chairman and legal representative resigns due to work adjustments, along with another board member [5] - Tianshan Co. expects a tax payment of approximately 61.86 million yuan to impact its 2025 net profit [6] - Muyuan Foods reports a 20.43% year-on-year decline in November sales revenue from live pigs, totaling 9.39 billion yuan [7] Group 3 - GAC Group's November automobile sales decreased by 9.72% year-on-year, with total sales of 1.797 million vehicles [8] - Western Pastoral's fresh milk production in November increased by 6.3% month-on-month but decreased by 6.47% year-on-year [9] - Gemdale Group's November contracted area fell by 58.50% year-on-year, with a total contracted amount of 1.52 billion yuan [10] Group 4 - Zhenghong Technology reports November sales revenue of 4.5196 million yuan from live pigs, with a year-on-year decline of 21.83% [11] - Wens Foodstuff's November chicken sales reached 118 million birds, generating 3.324 billion yuan in revenue [12] - Meilixin's controlling shareholder plans to increase holdings by no less than 50 million yuan [13] Group 5 - Hongcheng Environment's subsidiary wins an 853 million yuan sewage treatment project [14] - Dongzhu Ecology wins a 397 million yuan environmental project [15] - Xindian Software secures a 54 million yuan project for digital community construction [16] Group 6 - China Chemical announces that its nylon new material project has reached full production [17] - Jiaojian Co. is in discussions regarding overdue payments related to financial products, clarifying that it bears no responsibility for these products [18] - Micron Biotech's product is included in the 2025 National Medical Insurance Directory [19] Group 7 - Yitian Intelligent plans to sell 600 smart computing machines for a total of 1.56 billion yuan [20] - First Venture's subsidiary receives an administrative penalty notice from Jiangsu Securities Regulatory Bureau [21] - China Insurance's vice president is under investigation for serious violations [22] Group 8 - Zhixiang Jintai's monoclonal antibody injection is included in the 2025 National Medical Insurance Directory [23] - Haichuang Pharmaceutical's drug is also included in the National Medical Insurance Directory [24] - Yuanli Co. plans to acquire 49% of Clarimex for 25.56 million USD [25] Group 9 - Betta Pharmaceuticals' products are included in the National Medical Insurance Directory [26] - Tianci Materials' controlling shareholder commits to not reducing holdings for six months [27] - Guanglian Aviation's actual controller has had a detention measure lifted [28] Group 10 - Annie Co. announces a share transfer agreement that will make Shengshi Tianan the controlling shareholder [29] - Double Star New Materials notes uncertainty regarding the sustainability of long-term price increases [30] - ST Tianrui terminates plans for a change in control and resumes trading [31] Group 11 - Guao Technology is planning a change in control, leading to a temporary suspension of its stock [32] - Guangqi Technology's subsidiary signs contracts worth 696 million yuan for the production of metamaterials [33] - Shuoshi Biotech's monkeypox virus detection kit is included in the WHO emergency use list [34]

Core Viewpoint - The A-share market's insurance stocks have shown strong performance, driven by regulatory changes that lower risk factors for long-term equity holdings by insurance companies, encouraging long-term capital investment [1][2]. Group 1: Market Performance - Insurance stocks collectively strengthened, with China Ping An leading the gains at 2.6%, followed by New China Life and China Pacific Insurance, both rising over 2% [1]. - Year-to-date performance shows significant increases, with China Ping An up 26.37%, New China Life up 42.22%, and China Pacific Insurance up 16.02% [2]. Group 2: Regulatory Changes - The National Financial Regulatory Administration announced a policy on December 5, 2025, adjusting risk factors for insurance companies holding specific A-shares for a certain period, which will positively impact their solvency ratios [1]. - This policy is seen as a measure to encourage long-term capital into the market, providing additional incentives for insurance companies to increase equity allocations [1]. Group 3: Industry Outlook - CICC's report anticipates a "golden era" for the life insurance industry by 2026, with a more positive trend in liabilities and a shift in investment logic towards valuing growth capabilities [1]. - High-quality life insurance companies are expected to regain their valuation targets, with P/EV ratios projected to exceed 1.0x [1].

本报讯 为深入贯彻落实乡村振兴战略，深化金融服务实体经济能力，近期，在大商所的大力支持下， 中信建投期货联合中国人保财险烟台市分公司，在山东省烟台市牟平区相继落地两批次大商所"农保计 划"生猪饲料养殖专项"保险+期货"项目。 项目旨在发挥期货工具优势，为烟台市牟平区养殖户化解在栏生猪包括价格下跌在内的综合养殖风险， 保障养殖收益。两批次项目总金额为2736.02万元，为当地养殖户在养的20046头生猪提供风险保障。 近年来，"保险+期货"业务模式更加丰富，越来越多的农户从这一创新金融服务中受益。中信建投期货 将始终牢记初心，践行企业社会责任，利用期货工具更好服务我国广大农村地区经济发展。（鲍仁） ...

看好证券保险岁末年初行情！20251207 摘要 监管鼓励券商整合，支持并购重组，旨在提升行业集中度和竞争力，头 部券商如国泰海通的并购案例显示出规模效应，预示行业整合加速。 监管提倡价值竞争，转变过去的价格竞争模式，通过提供高质量服务获 客，稳定费率，促进券商行业健康发展，公募基金费率改革已落地，券 商轻资产业务费率预期触底。 险资偿付能力新规调整风险因子，降低了沪深 300、科创板股票及出口 信用保险业务的风险权重，支持长期资金入市，缓解了中小保险公司的 资本补充压力。 截至 2025 年 9 月末，险资二级市场权益配置规模达 5.59 万亿元，较 2024 年末增加 1.49 万亿元，配置比例接近 15%，提升 2.6 个百分点， 险资入市进程超预期。 调降股票投资风险因子预计为 A 股上市险企带来 789 亿元的股票增配空 间，并优化最低资本 200 亿元，核心和综合偿付能力充足率平均提升 1.5 和 2.1 个百分点。 末已大幅消除。此外，中金办理发行股份收购信达中心等并购事件也推动了整 个板块的表现。 吴清主席强调监管逐步回暖，并充分肯定过去四年多来证券公 司的整体发展，包括总资产、净资产及服务实 ...

Market Performance - On December 5, 2025, the A-share market saw all three major indices close higher, with the Shanghai Composite Index at 3902.81 points, up 0.7%, the Shenzhen Component Index at 13147.68 points, up 1.08%, and the ChiNext Index at 3109.3 points, up 1.36%. Over 4300 stocks rose, with total trading volume reaching 1.73 trillion yuan, an increase of 170 billion yuan from the previous trading day [1] - The Hong Kong stock market also closed positively, with the Hang Seng Index rising 0.58% to 26085.08 points and the Hang Seng Tech Index up 0.84% to 5662.46 points, with a total trading volume of 210.47 billion HKD [1] - In the U.S. stock market, all three major indices closed higher but did not reach historical highs, with the S&P 500 up 0.19% to 6870.4 points, the Nasdaq Composite up 0.31% to 23578.13 points, and the Dow Jones Industrial Average up 0.22% to 47954.99 points [1] New Stock Offerings - Two new stocks are available for subscription today: - Nabai Chuan (创业板, code 301667) with an issue price of 22.63 yuan per share and a price-to-earnings ratio of 28.7. The company focuses on thermal management products for new energy vehicle batteries and has leading market positions in China, serving major manufacturers like Tesla and NIO [2] - Youxun Co., Ltd. (科创板, code 688807) with an issue price of 51.66 yuan per share and a price-to-earnings ratio of 60.27. The company specializes in high-speed transceiver chips for optical communication and provides solutions for various sectors including 5G and data centers [2] Regulatory Updates - The Financial Regulatory Bureau has announced adjustments to the risk factors related to stock investments by insurance companies to enhance their role as patient capital. This includes adjustments to risk factors for investments in stocks and export credit insurance, encouraging insurance companies to support foreign trade enterprises and improve long-term investment management capabilities [3] - The National Healthcare Security Administration and the Ministry of Human Resources and Social Security have issued a new drug directory for basic medical insurance, maternity insurance, and work injury insurance, effective January 1, 2026. The new directory will replace the previous version and requires strict adherence by local authorities [4]