证券之星消息，10月9日保险板块较上一交易日上涨0.06%，中国人保领涨。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。保险板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 61319 | 中国人保 | 7.87 | 1.03% | 83.54万 | 6.50亿 | | 601336 | 新华保险 | 61.76 | 0.98% | 24.64万 | 14.93 乙 | | 601628 | 中国人寿 | 39.62 | -0.05% | 13.21万 | 5.18亿 | | 601318 | 中国平安 | 55.04 | -0.13% | 82.41万 | 45.21亿 | | 601601 | 中国太保 | 34.88 | -0.68% | 54.51万 | 18.91亿 | 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。 从资金流向上来看，当 ...

转自：新华财经 断树险情前，及时劝离保车辆安全 在湛江城东大道清水湾路段巡防时，大灾先锋队队员不仅耐心劝离了6台停留车辆，随后在巡至某路段时，更发现一棵大树出现断裂迹象，树下恰好停放着 车辆，一旦台风风力增强，极有可能发生树体砸车事故。大灾先锋队立即行动，一方面快速通过114移车功能，联系车主告知险情，引导车主尽快到场移 车；另一方面在现场设置临时警示标识，提醒过往车辆驶离水淹黑点。最终，在车主配合下，车辆被安全转移至无风险区域，成功规避了财产损失。 打通救援障碍，安全守护显担当 10月5日，今年第二十一号台风"麦德姆"在广东湛江徐闻东部沿海登陆，面对强台风带来的一系列影响，中国太保产险广东分公司牢固树立"人民至上、生命 至上"理念，对台风"麦德姆"高度重视，从台风生成便密切关注，启动大灾Ⅰ级响应。 该公司成立以分公司党委书记、总经理为救援抗灾总指挥，各分管领导为组员的领导小组。全体人员严阵以待，扎实做好防灾减灾准备工作。通过精准预警 发布、全面风险排查、应急物资调配、施救资源部署、绿色理赔通道开辟等举措全力做好防灾减灾工作。高效的理赔服务不仅为受灾群众送去了经济补偿， 更诠释了"责任、智慧、温度"的太保服务 ...

Core Viewpoint - Black Sesame Intelligence (02533) has seen a significant stock price increase following a strategic partnership with Chery Commercial Vehicles and China Pacific Insurance, focusing on integrating advanced driving assistance technology with insurance mechanisms to enhance safety and operational efficiency in new energy commercial vehicles [1] Group 1: Strategic Partnership - Black Sesame Intelligence, Chery Commercial Vehicles, and China Pacific Insurance have formed a strategic collaboration to explore an innovative "technology + insurance" model [1] - The partnership aims to create a linkage mechanism between risk reduction and premium discounts, enhancing safety upgrades and operational efficiency for new energy commercial vehicles [1] Group 2: Technological Advancements - Black Sesame Intelligence will leverage its core technological advantages to provide Chery's entire range of new energy vehicles with the PA2.0 commercial vehicle active safety system, covering both pre-installation and post-installation scenarios [1] - The Chief Marketing Officer of Black Sesame Intelligence, Yang Yuxin, anticipates a market explosion in cross-domain integration, predicting that L3 autonomous driving technology will reach maturity within the next three to five years [1] Group 3: Market Outlook - The industry is expected to see a more organized division of labor along the entire supply chain, with manufacturers that have mature mass production experience, sustainable technology iteration, and customer recognition standing out [1] - Black Sesame Intelligence is set to launch a robotics product line, aiming to transfer its accumulated technology, successful experiences, and ecosystem from the automotive sector to new markets [1]

Core Points - The National Financial Supervision Administration of Xiangxi has approved the change of business location for China Pacific Property Insurance Co., Ltd. in Jishou [1] - The new business address is located at the 13th floor, Room 13-6, Chenghe Pavilion, New City Garden Complex, Qianzhou Office, Jishou City, Xiangxi Tujia and Miao Autonomous Prefecture, Hunan Province [1] - The company is required to handle the change and obtain a new license in accordance with relevant regulations [1]

Core Insights - Zijin Mining's subsidiary, Zijin Gold International, has successfully listed on the Hong Kong Stock Exchange, marking it as the second-largest IPO in Hong Kong this year [2][3] - The IPO attracted 29 cornerstone investors, including major insurance companies such as Taikang Life and China Pacific Insurance, highlighting the significant role of insurance capital in Hong Kong IPOs this year [1][3] Group 1: IPO Participation - Taikang Life has participated in at least five Hong Kong IPOs this year, with a total investment exceeding 1.4 billion HKD across various projects [2][3] - China Pacific Insurance has also been active in the IPO market, matching Taikang Life's investment scale in the same projects [3] - Other insurance companies, such as Dajia Life and China Post Life, have also made notable investments in recent IPOs, indicating a trend of increased participation from insurance capital [3] Group 2: Investment Strategies - Insurance capital is increasingly focusing on equity investments, not only in IPOs but also in the primary and secondary markets [4][5] - China Life has emerged as a strategic investor in the largest A-share IPO of the year, Huadian New Energy, showcasing the growing influence of insurance funds in various market segments [4] - Recent regulatory changes have improved the allocation advantages for insurance capital in IPOs, allowing them to secure a larger share of new offerings [5] Group 3: Market Performance - The performance of newly listed stocks has been favorable, with many IPOs achieving significant gains on their first trading day, such as Zijin Gold International, which rose over 68% [7] - The overall trend indicates that insurance capital has been able to realize substantial floating profits from their IPO investments, although the long-term profitability remains uncertain due to lock-up periods [7]

Core Viewpoint - The return of participating health insurance marks a significant shift in China's insurance market, driven by regulatory support and the need for product diversification in a low-interest-rate environment [1][2][4]. Group 1: Return of Participating Health Insurance - Participating health insurance is making a comeback after 22 years, with regulatory support aimed at enhancing the growth potential of the health insurance market [1][2]. - The previous halt in the sale of participating critical illness insurance in 2003 was due to sales misconduct and management challenges, but the current regulatory environment encourages its return [2][3]. - The reintroduction aligns with the trend of floating yield insurance, which is seen as a necessary step for the transformation of personal insurance products in China [4][5]. Group 2: Floating Yield Insurance Development - Floating yield insurance, which includes participating, universal, and investment-linked insurance, is becoming a key focus for the industry as it adapts to low-interest rates [3][5]. - The maximum guaranteed interest rate for personal insurance products has been reduced from 4.025% to 2.0% over the past six years, indicating a shift towards floating yield products [5][6]. - Companies are increasingly adjusting their product structures to enhance the proportion of floating yield products, particularly participating insurance, to meet market demands [6][7]. Group 3: Market Trends and Company Strategies - Major insurance companies, such as China Life and China Pacific Insurance, have reported significant growth in participating insurance, with it accounting for over 50% of new premium income in some channels [6][7]. - The industry is facing challenges related to interest rate spreads, prompting companies to focus on controlling liability costs and transitioning to participating insurance as a strategic response [6][7]. - Global insurance trends show that companies often shift towards products that transfer risk to customers during periods of declining interest rates, a strategy that is being mirrored in the Chinese market [7].

Investment Rating - The industry investment rating is "Positive" (maintained) [6] Core Views - The non-bank financial industry is expected to maintain a prosperous performance, with life insurance new business value (NBV) average growth rate projected at 32.6% and net profit of the securities industry expected to grow by 62.8% year-on-year for Q3 2025 [1][5] Summary by Sections Life Insurance Sector - For Q3 2025, major listed insurance companies are expected to continue rapid growth in NBV, with an average growth rate of 32.6%. Specific growth rates include: New China Life (52.9%), China Pacific Insurance (29.5%), Ping An Insurance (26.2%), and China Life (21.8%) [2] - The growth drivers include differentiated performance in new business premiums, with most insurers expected to see an increase in new business value rates due to factors such as lower preset interest rates and the deepening of the "reporting and operation integration" in individual insurance channels [2] Property Insurance Sector - The comprehensive cost ratio (COR) for Chinese property insurance is expected to improve by 1.7 percentage points year-on-year to 96.5% for Q3 2025. This improvement is driven by a decrease in expense ratios and a reduction in claims ratios due to normal levels of natural disasters this year compared to the previous year [3] Investment Income - For Q3 2025, the overall investment income of insurance companies is expected to remain resilient, supported by significant stock market gains, with the Wind All A Index and Hong Kong Stock Connect Index rising by 19.5% and 14.8% respectively [4] Securities Industry - The securities industry is projected to see a revenue growth of 42.4% and a net profit growth of 62.8% year-on-year for Q3 2025, driven by increased market activity and significant growth in brokerage, investment, and credit businesses [5] - The average daily trading volume of A-shares is expected to reach 2.1 trillion yuan, a year-on-year increase of over 210%, with brokerage business net income expected to grow by 90.6% [5][6] - Equity investment income is anticipated to be a key driver of overall investment performance for brokerages, with investment business revenue expected to grow by 35% year-on-year [5] Credit Business - The average daily margin trading balance is projected to reach 2.1 trillion yuan, a year-on-year increase of 49%, with credit business net income expected to grow by 43.3% [6][7] Investment Recommendations - The non-bank sector has shown overall stagnation this year, with a notable correction in September. The report suggests selecting stocks with alpha and lower valuations within the sector, recommending specific stocks in securities, insurance, and diversified finance [8]

中国太保9月30日大宗交易平台出现一笔成交，成交量16.00万股，成交金额561.92万元，大宗交易成交 价为35.12元。该笔交易的买方营业部为招商证券股份有限公司北京景辉街证券营业部，卖方营业部为 广发证券股份有限公司总部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为2025.47万元。 证券时报·数据宝统计显示，中国太保今日收盘价为35.12元，下跌1.29%，日换手率为1.06%，成交额为 25.65亿元，全天主力资金净流出5.89亿元，近5日该股累计上涨0.95%，近5日资金合计净流出5.27亿 元。 两融数据显示，该股最新融资余额为21.63亿元，近5日增加3372.06万元，增幅为1.58%。 据天眼查APP显示，中国太平洋保险(集团)股份有限公司成立于1991年05月12日，注册资本962034.1455 万人民币。（数据宝） 9月30日中国太保大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢 ...

转自：新华财经 台风"桦加沙"造成广东多地车辆破损、被淹，太保产险广东分公司理赔团队及时出动，以"快响应、强救援、优服务"守护车主安全。 9月24日，珠海的唐先生车辆被倒塌树木压住，当地太保产险理赔员闻讯立即赶赴现场，协调车主与热心司机合力完成施救；同一时间，江门市的太保产险 理赔员在巡航时发现钟先生车辆后挡风玻璃被砸破，立即协助报案并联系拖车，同时利用备用雨衣铺盖车窗防雨水灌入，为车辆筑起"临时防护墙"。 在佛山，台风过境后禅城片区积水严重，太保产险理赔员第一时间安抚受困车主，全程陪同转移车辆至安全地带；珠海金湾区遭遇内涝后，当地太保产险分 支机构启动24小时通宵救援，实施"一对一"跟车施救，并与救援单位紧密配合，加快处理进度。此外，依托线上理赔系统，太保产险广东分公司对部分案件 完成了快速定损赔付，9月24日晚，市民赵先生车辆被坠物砸中，该公司理赔员通过远程指导客户取证并启动快速理赔通道，20分钟内即完成赔款支付。 科技赋能减损失，快赔助农复生产 台风对广东农业生产造成重创，太保产险广东分公司依托科技手段与政企联动，以"精准定损、快速赔付、预赔支持"为农户撑起复产"保护伞"。 9月以来，广东迎来台风登陆高 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02601 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,775,300,000 | RMB | | 1 | RMB | | 2,775,300,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 2,775,300,000 | RMB | | 1 | RMB | | 2,775,300,000 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | ...