"13精"数据库第379周更新公告 13精资讯-增加2025年6月万能险结算利率1900条 13精资讯-增加2025年披露的25家公司分红险产品红利实现率 13精资讯-增加2024年6月保险公司高管任职批复 13精资讯-增加最近一周保险公司被处罚数据 13精资讯-增加最近一周保险公司投连险净值数据 13 精利用最新录得数据做的研究报告之379 期： 2025半年度249个投连险投资账户加权收益率为2.5%，安联平衡型账户领衔，泰康则在权益型账户拔得头筹！ 先说结论： 1、 截止到2025年6月底，"13精"共收录现存投连险投资账户的数量为249个。其中，货币型投资账户38个，偏债型投资账户91个（含纯债型），平 衡型投资账户47个，权益型投资账户73个。 2025半年度投连险投资账户的加权收益率为2.5%。其中，权益类投连险账户加权收益率高达4.8%！ 2、 38个货币型账户的加权平均收益率为0.73%，简单平均收益率0.46%，中位数为0.48%，最大值为1.21%（恒安标准现金型投资账户），最小值 为-0.52%。 从货币型投资账户的收益率分布来看，有1个投资账户的收益率为负，其他所有账户收益率均为正，这 ...

Core Viewpoint - Xinhua Insurance's stock experienced a significant decline of 2.03% on July 16, indicating potential concerns among investors regarding the company's performance and market position [1]. Company Overview - Xinhua Life Insurance Co., Ltd. was established in 1996 and is headquartered in Beijing, primarily engaged in the insurance industry. The company has a registered capital of 3.12 billion RMB [1]. - The legal representative of Xinhua Insurance is Yang Yucheng [1]. Shareholder Activity - Huatai-PineBridge Fund's Huatai-PineBridge CSI 300 ETF is among the top ten shareholders of Xinhua Insurance, having reduced its holdings in the second quarter of this year [1]. - The fund has reported a year-to-date return of 3.73%, ranking 2052 out of 3426 in its category [1][2]. Fund Performance - The performance metrics for the Huatai-PineBridge CSI 300 ETF show a weekly increase of 0.78%, a monthly increase of 4.85%, and a quarterly increase of 8.33% [2]. - The fund's year-to-date performance is 3.73%, which is below the average of its peers at 7.42% [2]. Fund Management - The fund manager for Huatai-PineBridge CSI 300 ETF is Liu Jun, who has extensive experience in fund management, having joined Huatai-PineBridge in 2004 and managed various funds since then [4][5]. - Liu Jun has a master's degree in financial management from Fudan University and has held multiple positions within the company, demonstrating a strong background in investment management [4][5].

我们还是分保险和证券两个子行业保险行业的负债端行稳致远资产端是进而有为证券行业整体来说还是受到资本市场改革逐渐深化的一个越来越大的影响整体来看的话头部的公司会更具韧性一些接下来我们就具体两个子行业进行展开首先我们来看保险行业进行一个板块的复盘 上半年来看行情还是出现了比较大的一个波动也是因为一方面是投资端还是有一定的压力那么在负债端的新业务增长也是有一个去年基数的压力存在所以2025年以来保险行业的指数相对来说是小幅跑速 呼声三百指数但是一直到5月14日开始我们看到开始有超额收益的出现 整体来看的话截至到6月20日保险行业升了二级指数是上涨了3.46个百分点相对呼声300的超额收益是5.7个百分点那么各家公司的情况来看走势还是比较一致的除了国寿之外新华 仁宝 平安 泰宝还都是实现了一个正增长的一方面新华表现比较好也是 各位投资者大家下午好我是平安证券研究所非营金融行业的首席分析师王维益那么今天我跟大家分享一下我们这一次2025年的中期的非营金融行业的一个策略报告那么我们这一次中期策略给它这个取的题目是高质量发展引领价值重估头部公司更具韧性那么具体来看的话 受益于业绩增速的领先另外一方面也是受益于整个分红水平还 ...

Group 1 - The employment rate for the 2025 cohort of insurance master's graduates from Fudan University is 96.30%, with an average of 2.86 job offers per graduate and an average salary of 231,800 yuan [2] - State-owned enterprises remain the dominant employers, accounting for 50.40% of job offers, while private enterprises have increased to 37.6%, marking the first time they exceed one-third in the past three years [3] - There is a significant increase in demand for insurance talent from insurance companies, internet, and technology firms, indicating a diversification in employment destinations [5] Group 2 - Among graduates with a background in insurance, 55% chose to work in the insurance industry, while those with a non-insurance management background are more inclined towards internet and technology companies [7] - Core positions in the insurance industry remain the most popular, with nearly 30% of graduates opting for management trainee roles, and over 20% for actuarial and product positions [11] - Key factors influencing employment choices include career development opportunities, starting salary levels, and salary growth expectations [11] Group 3 - Major insurance companies are expanding their recruitment efforts, with China Ping An offering over 2,000 positions and China Life recruiting 259, while China Pacific and China Insurance are collectively hiring over 4,000 for technology and general roles [12] - There is a notable increase in the proportion of technology positions being offered, with roles in AI, big data, and front-end development being highly sought after [13] - The insurance industry is transitioning towards a model that integrates insurance with technology and ecology, creating a demand for hybrid talents with both insurance expertise and digital skills [14]

南方财经全媒体记者 林汉垚、边万莉 北京、杭州报道 7月15日，杭州银行公告披露，其"元老级"股东中国人寿保险股份有限公司（以下简称"中国人寿"）计 划减持最后的5078.94万股（占股0.7%）。 2021年11月，中国人寿首次减持杭州银行5589.43万股，套现8.43亿元。此轮减持完成后，中国人寿对杭 州银行持股比例为3.86%。 就在中国人寿逐步退场之际，新华保险高调入局。今年初，新华保险豪掷43亿元受让澳洲联邦银行持有 的杭州银行股份，相关交易已获监管认可，成功跻身杭州银行第四大股东，上演了一场险资"接力"。 已兑收益超30亿元 2025年7月15日，杭州银行发布股东减持公告，中国人寿拟在公告披露之日起三个交易日后的三个月 内，通过集中竞价或大宗交易方式减持其持有的5078.94万股杭州银行股份。 对于减持原因，中国人寿表示，其基于自身资产配置的需要减持杭州银行股份。 2023年3月，中国人寿以12.05元每股的价格，通过大宗交易方式减持杭州银行股份1.19亿股，减持股份 占普通股总股本的2.00%，减持总金额为14.29亿元。减持完成后，中国人寿仍持有杭州银行1.1亿股， 持股比例为1.86%。 ...

近日，金融监管总局发布《关于阳光资产管理股份有限公司投资设立阳光恒益私募基金管理有限公司的 批复》，批准阳光资产运用自有资金1000万元全资设立阳光恒益私募基金管理有限公司（以下简称"阳 光恒益"）。 根据金融监管总局和中国证券投资基金业协会公开资料，此前获批的四家险资系私募基金管理公司为国 寿资产和新华资产联合投资设立的国丰兴华（北京）私募基金管理有限公司（以下简称"国丰兴华"）， 泰康资产投资设立的泰康稳行（武汉）私募基金管理有限公司（以下简称"泰康稳行"），平安资管投资 设立的恒毅持盈（深圳）私募基金管理有限公司（以下简称"恒毅持盈"），太保资产投资设立的太保致 远（上海）私募基金管理有限公司（以下简称"太保致远"）。 目前，五家险资系私募证券基金公司已有两家设立私募基金产品并投入运行。一家是国丰兴华。其管理 的鸿鹄志远（上海）私募投资基金有限公司已完成全部投资，鸿鹄志远二期私募证券投资基金已投入运 作，鸿鹄志远三期私募证券投资基金1号、基金2号均于7月7日成立，并于7月8日备案。另外一家是泰康 稳行。泰康稳行一期私募证券投资基金已于6月27日在二级市场完成了首笔投资交易。 另外三家公司也将陆续发行私募 ...

Core Viewpoint - Central Huijin Investment Co., Ltd. plays a crucial role in promoting the reform of major financial institutions and maintaining financial stability in China through capital injection and equity management [1] Group 1: A-share Banking Listed Companies - Industrial and Commercial Bank of China (ICBC) is the largest commercial bank globally, with a registered capital of 356.406 billion yuan and a market-leading position in corporate banking [3] - Agricultural Bank of China (ABC) has a strong presence in rural finance, with a registered capital of 349.983 billion yuan, and plays a vital role in the rural revitalization strategy [6] - Bank of China (BOC) is the oldest bank in China with a focus on foreign exchange and cross-border financial services, having a registered capital of 294.388 billion yuan [9] - China Construction Bank (CCB) excels in infrastructure financing and housing finance, with a registered capital of 250.011 billion yuan [12] - China Everbright Bank focuses on traditional banking services and has expanded into wealth management and consumer finance, with a registered capital of 59.086 billion yuan [14] Group 2: A-share Insurance Listed Companies - Ping An Insurance is the largest comprehensive financial services group in China, with a registered capital of 18.21 billion yuan, offering a wide range of financial products [27] - China Life Insurance is a leading state-owned life insurance company with a registered capital of 28.265 billion yuan, focusing on traditional life and health insurance products [29] - New China Life Insurance is recognized for its high-value business transformation, with a registered capital of 3.12 billion yuan, emphasizing health insurance growth [31] Group 3: A-share Securities Listed Companies - China International Capital Corporation (CICC) is the first Sino-foreign joint investment bank in China, with a registered capital of 4.827 billion yuan, focusing on high-net-worth clients [33] - Shenwan Hongyuan is a comprehensive securities company formed by the merger of two historical firms, with a registered capital of 25.04 billion yuan [35] - China Galaxy Securities has a strong presence in brokerage and asset management, with a registered capital of 10.934 billion yuan [41] Group 4: A-share Internet Financial Listed Companies - Eastmoney Information is a leading internet financial service platform in China, with a registered capital of 15.786 billion yuan, excelling in securities and fund sales [61] Group 5: A-share Diversified Financial Listed Companies - Zhejiang Dongfang has licenses in trust, futures, and insurance, with a registered capital of 3.415 billion yuan, focusing on digital transformation [63] - Shaanxi Guotou A is the first company in Northwest China to conduct comprehensive trust business, with a registered capital of 5.114 billion yuan [65] Group 6: Strategic Positioning - Central Huijin holds or heavily invests in 26 major financial listed companies, enhancing industry resource allocation and concentration, which is expected to boost stock prices and valuations [67]

Investment Rating - The industry investment rating is Attractive [7][9]. Core Insights - The insurance sector has shown strong performance over the past two years, driven by anti-involution, improved business quality, and market beta [9]. - Anti-involution measures are expected to continue benefiting both life and property & casualty (P&C) insurers, enhancing long-term profitability and balance sheet strength [3][9]. - Life insurers face risks related to interest rate spread loss, which has pressured valuations down to approximately 0.5x price-to-book (P/B) by early 2024 [4]. - P&C insurers are expected to benefit from eased competition in both auto and non-auto lines, potentially expanding underwriting margins [9]. Summary by Sections Life Insurance - The anti-involution measures for life insurers include cutting commissions and expenses across all channels, reducing pricing interest rates from 3.5% to an estimated 2-2.25%, and introducing a floating pricing interest rate mechanism [4]. - The introduction of a long-term evaluation mechanism on insurers' investment and efficiency is also part of the regulatory changes [4]. Property & Casualty Insurance - A restricted expense policy for P&C insurers has been in place since 2018 and was further strengthened in 2023 and 2024, with regulations expanding to non-auto lines in July 2025 [5]. Company Ratings - AIA Group Ltd: Overweight [61] - Ping An Insurance Group Co of China Ltd: Overweight [61] - China Life Insurance Co Ltd: Equal-weight [61] - China Pacific Insurance Group Co Ltd: Overweight [61] - PICC Group: Overweight [61] - ZhongAn Online P & C Insurance Co Ltd: Overweight [61]

上述原保险保费收入数据未经审计，提请投资者注意。 特此公告。 新华人寿保险股份有限公司董事会 2025 年 7 月 14 日 | A股股票代码：601336 | A股股票简称：新华保险 | 编号：2025-041号 | | --- | --- | --- | | H股股票代码： 01336 | H股股票简称：新华保险 | | 新华人寿保险股份有限公司 保费收入公告 新华人寿保险股份有限公司董事会及全体董事保证本公告内容不存 在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准 确性和完整性承担法律责任。 根据中华人民共和国财政部《企业会计准则第 25 号——原保险合同》（财 会〔2006〕3 号）及《保险合同相关会计处理规定》（财会〔2009〕15 号），新华 人寿保险股份有限公司（以下简称"公司"）于 2025 年 1 月 1 日至 2025 年 6 月 30 日期间累计原保险保费收入为人民币 12,126,217 万元，同比增长 23%。公司 全面落实以客户为中心的战略，加强顶层设计，做优做强分支机构；不断丰富完 善产品体系，推动业务和收入结构转型升级；将服务上升到战略高度，全面加强 和完善客户 ...

在竞争激烈的保险行业浪潮中，客户至上的服务理念如同璀璨灯塔，指引着保险人前行的方向。新华保险 济宁中支曲阜支公司业务经理刘莉，凭借卓越的专业素养与赤诚的服务之心，让客户感受到保险的温暖与 力量，也成就了自己职业生涯的辉煌篇章。刘莉自2016年11月加入保险行业以来，一路砥砺前行，从初入 行业的新人逐步成长为业务精英。她始终秉持专业精神，深耕保险领域，以扎实的专业知识和敏锐的市场 洞察力，为客户量身定制全面的保险规划，赢得了客户的广泛认可与信赖。 刘莉始终将客户需求放在首位，不断创新服务模式，致力于为客户提供超越期待的服务体验。她积极组织 各类特色活动，如"保险知识讲堂"，为客户普及保险知识，帮助客户更好地理解保险产品，增进与客户的 情感交流。在实际服务中，刘莉更是用行动诠释责任与担当。有客户遭遇意外事故，刘莉第一时间赶到现 场，协助客户收集理赔资料，积极与公司沟通协调，最终使客户快速获得足额理赔。这份及时、贴心的服 务，让客户感受到保险的温暖与力量，也进一步提升了客户对刘莉和公司的信任度。 荣誉见证实力，专业铸就卓越 凭借出色的专业能力和优质的服务，刘莉收获了诸多荣誉。2018年—2023年，她连续六年荣获省 ...