华创证券指出，从分红总额来看，上市险企2024年分红均实现不同程度上涨。对比AH股内资险企股息 率（TTM），当前股息率最高的是新华H，其次是阳光保险、平安H，股息率均在5%以上。此外3%以 上股息率由高到低依次是平安A、中国再保险、新华A、太保H、中国财险、人保H、国寿H。结合分红 政策稳定性考虑，预计红利策略资金或将青睐平安AH、太保H、中国财险。 消息面上，港交所披露的数据显示，近日，中国平安增持中国太保H股约174万股，每股作价32.07港 元，增持总金额约5583.89万港元。增持完成后，中国平安持有中国太保H股股份占其H股总股本的比例 约5.04%，达到举牌条件。据智通财经报道，中国平安相关负责人表示，相关投资属于财务性投资，是 险资权益投资组合的常规操作。值得注意的是，上一次轰动市场的保险机构举牌保险机构的案例还停留 在2019年。 智通财经APP获悉，内险股延续近期涨势，截至发稿，新华保险(01336)涨5.12%，报51.7港元；中国太 保(02601)涨4.65%，报35.98港元；中国人寿(02628)涨3.42%，报23.58港元；中国平安(02318)涨2.99%， 报58.5港元。 ...

Group 1 - The China Securities Insurance Index (399966) increased by 0.91% as of August 14, 2025, with notable gains from companies such as Great Wall Securities (up 5.52%) and China Pacific Insurance (up 4.13%) [1] - China Ping An increased its stake in China Pacific Insurance by approximately 1.74 million shares at a price of HKD 32.07 per share, totaling around HKD 55.84 million, bringing its ownership to about 5.04% of China Pacific's H-shares [1] - The Insurance Securities ETF (515630) rose by 0.98%, marking its fourth consecutive increase, with the latest price reported at CNY 1.44 [1] Group 2 - Guojin Securities highlighted a recent industry meeting organized by Bank of China Insurance, emphasizing the integration of individual insurance channels and agency channels, and imposing constraints on the allocation of fixed costs [2] - The initiative aims to prevent unhealthy competition due to unreasonable cost settings and mitigate the risk of cost discrepancies, potentially leading to increased industry concentration as smaller insurers may face reduced cost allocation [2] - The top ten weighted stocks in the China Securities Insurance Index as of July 31, 2025, accounted for 63.18% of the index, with major companies including China Ping An and CITIC Securities [3]

Company Insights - China Ping An has increased its stake in China Pacific Insurance (H shares) by approximately 1.74 million shares, totaling around 55.84 million Hong Kong dollars, reaching a 5.04% ownership stake, which meets the criteria for a stake increase [2] - Tencent's American Depositary Receipts (ADR) surged by 7.4%, contributing to a strong performance of Chinese concept stocks, with the Nasdaq Golden Dragon China Index rising by 2.08% [1][13] - Oriental Precision reported a 143% year-on-year increase in net profit for the first half of the year [15] Industry Insights - The market regulatory authorities have issued guidelines stating that driving assistance systems cannot be marketed as autonomous driving systems, and any over-the-air (OTA) updates must be pre-approved [4] - The AI-driven medical industry is experiencing significant growth, with expectations that the surgical robot market in China will exceed 70 billion yuan by 2030 [12]

每经记者｜袁园 每经编辑｜程鹏 张益铭 继举牌招商银行H股、农业银行H股后，中国平安又出手了！只不过这次中国平安举牌的标的不是银行股，而是另一家大型上市保险公司中国太保。 8月13日，《每日经济新闻》记者从港交所披露的数据获悉，近日，中国平安增持中国太保H股约174万股，每股作价32.07港元，增持总金额约5583.89万 港元。增持完成后，中国平安持有中国太保H股股份占其H股总股本的比例约5.04%，达到举牌条件。 时隔6年，中国太保H股再次成为险企举牌的标的，不过这次换成了中国平安。港交所披露的数据显示，中国平安增持中国太保H股约174万股，每股作价 32.07港元，增持完成后，中国平安持有中国太保H股股份占其H股总股本的比例约5.04%，达到举牌条件。 公开资料显示，中国太保成立于1991年5月13日，是国内领先的综合性保险集团，拥有人寿保险、财产保险、养老保险、健康保险、农业保险和资产管理 等在内的保险全牌照，并在上海、香港、伦敦（A+H+G）三地上市。2024年，集团营业收入达4040.89亿元，同比增长24.7%；归母净利润449.6亿元，同 比增长64.9%；集团管理资产规模达3.54万亿元，较 ...

Core Viewpoint - Insurance companies are actively increasing their stakes in listed companies, with a notable rise in the number of equity investments this year, indicating a strong willingness to enhance equity asset allocation [3][4][6]. Group 1: Recent Activities - On August 13, China Pacific Life Insurance Co., Ltd. announced that it and its affiliates have increased their stake in Guangdong Dongyangguang Pharmaceutical Co., Ltd. by acquiring H-shares [3]. - As of August 13, the total number of equity stakes taken by insurance funds this year has reached 27, significantly higher than the 20 instances recorded for the entire previous year [5][6]. Group 2: Investment Trends - The majority of the 27 instances of stake increases this year were driven by active buying, with only 2 instances being triggered by passive factors, reflecting a strong intent among insurance funds to increase their holdings in listed companies [5][6]. - The main methods of stake acquisition include competitive trading and secondary market purchases, primarily funded by self-owned capital and insurance liability reserves [5]. Group 3: Regulatory Environment - Recent regulatory changes have established actionable assessment standards for the proportion and stability of insurance funds entering the A-share market, promoting a long-term assessment mechanism [6]. - Adjustments to solvency rules by the National Financial Regulatory Administration have reduced the risk factors for stock investments, encouraging insurance funds to increase their market participation [6]. Group 4: Equity Asset Allocation - The proportion of equity assets held by insurance companies is gradually increasing, with the overall equity investment accounting for approximately 20.6% of total fund utilization as of the first quarter of this year [7]. - Regulatory guidelines specify that the equity asset balance must not exceed certain percentages of total assets based on the solvency ratio, allowing for significant room for future increases in equity allocations [7][8]. Group 5: Company-Specific Insights - China Ping An Life Insurance Co., Ltd. reported a solvency ratio of 227.92% as of the first quarter, allowing for an equity investment limit of 30%, with its equity assets accounting for 23.26% of total assets [8]. - China Post Life Insurance Co., Ltd. had a solvency ratio of 194.59% at the end of the second quarter, with equity assets making up 17.08% of total assets, indicating substantial potential for future equity allocation [8].

Core Viewpoint - The insurance sector is actively increasing its equity asset allocation, with significant potential for future growth in this area [1][4]. Group 1: Insurance Companies' Activities - China Pacific Life Insurance Co., Ltd. announced its recent acquisition of shares in Guangdong Dongyangguang Pharmaceutical Co., Ltd., holding approximately 605.86 million shares, which represents 5.38% of the latter's H-share capital [2]. - As of August 13, 2023, the total number of equity stakes acquired by insurance capital reached 27 this year, significantly higher than the 20 instances recorded in the previous year [2]. - The majority of these acquisitions were driven by proactive buying, indicating a strong willingness among insurance companies to increase their holdings in listed companies [2]. Group 2: Regulatory Environment - Recent regulatory changes have established actionable assessment standards for the proportion and stability of large state-owned insurance companies' investments in A-shares, promoting a long-term assessment mechanism [3]. - Adjustments to solvency rules have reduced the risk factors associated with stock investments, encouraging insurance capital to increase market participation [3]. Group 3: Equity Asset Allocation - The proportion of equity assets in insurance companies is gradually increasing, with equity investments accounting for approximately 20.6% of total investment assets as of the first quarter of this year [4]. - Regulatory guidelines dictate that the equity asset balance must not exceed certain thresholds based on the solvency ratio, allowing for a structured approach to equity investment [4]. Group 4: Future Outlook - Analysts believe that there is still considerable room for insurance companies to increase their equity asset allocation, as many companies are currently below their investment limits [5]. - The current capital market environment and accounting standards suggest that insurance capital is likely to continue expanding its equity asset holdings in the future [5].

北京商报讯（记者胡永新）8月13日，中国太平洋保险（集团）股份有限公司发布的保费收入公告显示，公司于2025年1月1日至2025年7月31日期间，公司子 公司中国太平洋人寿保险股份有限公司累计原保险保费收入为1859.62亿元，同比增长9%，公司子公司中国太平洋财产保险股份有限公司累计原保险保费收 入为1286.28亿元，同比增长0.8%。 证券代码:601601 中国太平洋保险（集团）股份有限公司 保费收入公告 于 2025年 1 月 1 日至 2025 年 7 月 31 目期间,本公司子公司中国 太平洋人寿保险股份有限公司累计原保险保费收入为人民币 1,859.62 亿元,同比增长 9.0%,本公司子公司中国太平洋财产保险股份有限公 司累计原保险保费收入为人民币 1,286.28 亿元,同比增长 0.8%。 证券简称:中国太保 公告编号:2025-041 重要提示 本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。 上述累计原保险保费收入数据未经审计,提请投资者注意。 特此公告。 中国太平洋保险(集团)股份有限公司董事会 20 ...

（文章来源：证券日报） 证券日报网讯 8月13日晚间，中国太保发布公告称，于2025年1月1日至2025年7月31日期间，本公司子 公司中国太平洋人寿保险股份有限公司累计原保险保费收入为人民币1，859.62亿元，同比增长9.0%， 本公司子公司中国太平洋财产保险股份有限公司累计原保险保费收入为人民币1，286.28亿元，同比增 长0.8%。 ...

重要公告： 哈铁科技：上半年净利润同比增长55.61%拟10派0.3元 哈投股份：上半年净利润3.8亿元同比增长233.08% 广汽集团：广汽埃安拟6亿元增资华望汽车 腾达科技：上半年净利润3932.83万元同比下降1.57% 宝丽迪：上半年净利润6381.46万元同比增长15.19% 沪市重要公告 光格科技：股东叶玄羲拟减持公司不超2%股份 光格科技（688450）公告，公司持股9.27%的股东叶玄羲拟通过大宗交易方式，减持公司股份不超过 132万股，不超过公司股份总数的2%。 哈铁科技：上半年净利润同比增长55.61%拟10派0.3元 哈铁科技（688459）发布2025年半年报，上半年实现营业收入3.35亿元，同比增长22.54%；归母净利润 3349.65万元，同比增长55.61%。公司拟每10股派发现金红利0.3元（含税）。 屹唐股份：起诉应用材料公司侵犯商业秘密 屹唐股份（688729）公告，公司认为应用材料公司（APPLIEDMATERIALS，INC.）非法获取并使用了 公司的等离子体源及晶圆表面处理相关的核心技术秘密，并在中国境内以申请专利的方式披露了该技术 秘密，且将该专利申请权据为己有， ...

中国太保（601601）(02601)发布公告，于2025年1月1日至2025年7月31日期间，中国太平洋保险(集团) 股份有限公司(本公司)子公司中国太平洋人寿保险股份有限公司累计原保险保费收入为人民币1859.62亿 元，同比增长9.0%，本公司子公司中国太平洋财产保险股份有限公司累计塬保险保费收入为人民币 1286.28亿元，同比增长0.8%。 ...