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7月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 友邦保險控股有限公司 | | | 呈交日期: | 2025年8月6日 | | | I. 法定/註冊股本變動 | 不適用 | | | 備註： | | | | 友邦保險控股有限公司(「本公司」)並無法定股本及/ 或其普通股並無股份面值。 | | | FF301 第 1 頁 共 11 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 III.已發行股份及/或庫存股份變動詳情 (A). 股份期權（根據發行人的股份期權計劃） | 1. 股份分類 | | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號(如上市) | | 01299 | | 說明 | | | | ...

摩根大通报告指出，友邦保险今年以来表现强劲，股价已反映多项正面因素。市场现将关注点转向8月 22日的2025年上半年财报，寻找新的催化剂，如现金增长、香港业务前景及2026年总股东回报指引。摩 根大通上调友邦保险目标价至105港元，维持"增持"评级。 ...

知情人士表示，受新加坡金管局提供的税收优惠等激励措施所吸引，部分险企近年来加快将新加坡作为 区域资产管理中心的步伐，尽管保单销售主要在中国香港进行。 智通财经APP获悉，据报道，中国香港及新加坡两大金融中心在人才和资本方面的竞争日益激烈，令资 产管理公司集中度风险的上升，引发对企业外迁的审视。香港保险监管机构于过去一年，持续推动部分 香港大型人寿保险公司，将投资决策职能迁回香港。报道称，这项由香港保险业监管局牵头的行动于去 年初启动，对象包括友邦保险等公司。 ...

Core Points - The Shanghai Composite Index decreased by 0.37%, while the CSI Hong Kong Stock Connect Non-Bank Financial Theme Index fell by 2.48%, closing at 4035.71 points with a trading volume of 25.566 billion yuan [1] - The CSI Hong Kong Stock Connect Non-Bank Financial Theme Index has seen a significant increase of 10.89% over the past month, 38.14% over the past three months, and 42.39% year-to-date [1] - The index consists of up to 50 listed companies that meet the non-bank financial theme criteria from the Hong Kong Stock Connect securities, reflecting the overall performance of these companies [1] Index Composition - The top ten holdings of the CSI Hong Kong Stock Connect Non-Bank Financial Theme Index are: Ping An Insurance (14.9%), AIA Group (13.76%), Hong Kong Exchanges and Clearing (13.34%), China Life Insurance (9.53%), China Pacific Insurance (7.15%), China Continent Insurance (6.47%), New China Life Insurance (4.2%), People's Insurance Company of China (3.81%), CITIC Securities (2.82%), and Shandong Hi-Speed Holdings (2.36%) [1] Market Structure - The market segment of the CSI Hong Kong Stock Connect Non-Bank Financial Theme Index is entirely composed of the Hong Kong Stock Exchange, with a 100% allocation [2] - The index is fully focused on the financial sector, with a 100% representation of financial companies [3] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3]

Core Viewpoint - UBS estimates that AIA Group (01299) will see a 10% year-on-year increase in operating profit per share for the first half of the year, with post-tax operating profit expected to grow by 5% [1]. Financial Performance - The mid-term dividend is projected to increase by 9% to HKD 0.48 per share, although UBS believes that there will be no updates to the share buyback plan for the time being [1]. - UBS forecasts that the new business value (VNB) for AIA in the first half will grow by 16% and 15% when calculated at actual exchange rates (AER) and constant exchange rates (CER) respectively [1]. - The growth rate for the second quarter is expected to accelerate to 21% and 18% for AER and CER respectively, compared to 13% in the first quarter [1]. Market Performance - The strong performance in the Hong Kong and China markets is a key driver of growth, with the VNB growth rate in Hong Kong expected to rise from 16% in the first quarter to 28% [1]. - Excluding the impact of economic expectations, the VNB in the Chinese market is anticipated to grow by 12% [1]. Leadership Changes - Du Jiaqi will assume the role of new chairman on October 1, and significant strategic adjustments for the company are expected to become clearer following his appointment [1]. - UBS maintains a target price of HKD 88 and a "Buy" rating for AIA [1].

Core Insights - The article does not provide specific company or industry insights, focusing instead on disclosures and disclaimers related to investment positions and advice [1][2] Group 1 - There are no stock, option, or similar derivative positions held by the analyst in any mentioned companies [1] - The article expresses personal opinions and is not compensated beyond Seeking Alpha [1] - The views may not reflect those of Seeking Alpha as a whole, and the analysts may not be licensed or certified [2]

Core Viewpoint - UBS forecasts AIA's new business value (VNB) to grow by 16% and 15% year-on-year under actual exchange rates (AER) and constant exchange rates (CER) respectively for the first half of the year, with a projected acceleration in growth to 21% and 18% in the second quarter compared to 13% in the first quarter, driven by strong performance in Hong Kong and mainland China markets [1] Group 1 - UBS estimates AIA's operating profit per share to increase by 10% year-on-year for the first half of the year [1] - After-tax operating profit is expected to grow by 5% [1] - The interim dividend is projected to rise by 9% to HKD 0.48 per share, although no updates on share buyback plans are anticipated [1] Group 2 - The new chairman, Du Jiaqi, will assume office on October 1, and significant strategic adjustments are expected to be clarified after his appointment [1] - UBS maintains a target price of HKD 88 for AIA and rates the stock as "Buy" [1]

Group 1 - BlackRock's stake in AIA increased from 5.99% to 6.07% on July 25 [1] - BlackRock's stake in Dongfeng Motor Group rose from 6.69% to 7.35% on July 25 [1]

Group 1 - AIA Group (01299.HK) announced that a committee appointed by the company's board will hold a meeting on August 21, 2025, to consider and approve the release of the company's interim results for the six months ending June 30, 2025, and to consider the payment of an interim dividend, if any [1]

本公告僅供參考，並不構成任何人士收購、購買或認購證券的邀請或要約。本公告並非亦無意作 為在美國發售本公司證券供出售的要約。本公司證券並無亦不會根據 1933 年美國證券法（經修 訂）（「美國證券法」）登記，且不得未根據美國證券法登記或適用豁免登記規定而在美國發售或 出售。本公司證券並無亦無計劃在美國公開發售。 香港，2025年7月31日 於本公告日期，本公司董事會由下列人士組成： 獨立非執行主席及獨立非執行董事： 謝仕榮先生 執行董事、集團首席執行官兼總裁： 李源祥先生 獨立非執行董事： 蘇澤光先生、周松崗爵士、John Barrie HARRISON 先生、楊榮文先生、劉遵義教授、 Narongchai AKRASANEE 博 士 、 Cesar Velasquez PURISIMA 先 生 、 Mari Elka PANGESTU 女士、王宗智先生及 Nor Shamsiah MOHD YUNUS 女士 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該 等內容而引致的任何損失承擔任何責 ...