Core Viewpoint - The company has established an emergency response team to address the severe weather conditions and natural disasters caused by extreme rainfall in various regions of China, ensuring the provision of emergency services and support to affected communities [1] Group 1: Emergency Response Initiatives - The company formed the "Flood Disaster Emergency Response Team" in early July to tackle the challenges posed by extreme weather events [1] - Under the guidance of this team, various insurance sectors including life, property, pension, and health insurance have set up specialized emergency response teams [1] - The company is actively monitoring extreme weather conditions and mobilizing resources to implement emergency services and customer care initiatives [1] Group 2: Community Support and Recovery - The company aims to assist affected communities in disaster prevention, damage reduction, and recovery of their livelihoods [1] - It emphasizes the importance of ensuring that emergency services and customer care measures are effectively executed to support disaster-stricken populations [1]

最新一期业绩显示，2025年一季报，公司实现营业收入2328.01亿元，同比-5.20%；净利润270.16亿元， 同比-26.40%。 7月28日，中国平安今日收盘60.09元，上涨3.46%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到9.36倍，创176天以来新低，总市值10942.53亿元。 从行业市盈率排名来看，公司所处的保险行业市盈率平均9.46倍，行业中值8.76倍，中国平安排名第5 位。 截至2025年一季报，共有798家机构持仓中国平安，其中基金797家、券商1家，合计持股数122575.68万 股，持股市值680.05亿元。 中国平安保险(集团)股份有限公司为经营区域覆盖全国，以保险业务为核心，以统一的品牌向客户提供 包括保险、银行、证券、信托等多元化金融服务的全国领先的综合性金融服务集团。通过多渠道分销网 络，以统一的品牌，借助旗下平安寿险、平安产险、平安养老险、平安健康险、平安银行、平安信托、 平安证券、平安资产管理及平安融资租赁等公司经营保险、银行、资产管理三大核心金融业务，借助陆 金所控股、金融壹账通、平安好医生、平安医保科技、汽车之家等公司经营科技业务，向客户提供 ...

南向资金今日大幅净买入92.53亿元。港股通（沪）方面，中国人寿、腾讯控股分别获净买入10.07亿港 元、7.49亿港元；中国平安净卖出额居首，金额为2.14亿港元；港股通（深）方面，中国平安、阿里巴 巴-W分别获净买入4.62亿港元、3.58亿港元；美团-W净卖出额居首，金额为2.81亿港元。 ...

Group 1 - Hong Kong insurance stocks showed strong performance in the morning session, with Yunfeng Financial (00376.HK) rising over 9% [1] - Xinhua Insurance (01336.HK) increased by more than 7% [1] - Other major players such as China Life (02628.HK) and Ping An (02318.HK) also experienced gains [1]

Group 1 - The core viewpoint of the articles highlights that China Ping An's stock price closed at 58.0 yuan, with a rolling PE ratio of 9.03, marking a new low in 171 days, and a total market capitalization of 1,056.194 billion yuan [1][2] - As of the first quarter of 2025, a total of 798 institutions held shares in China Ping An, with 797 funds and 1 brokerage, collectively holding 1,225.7568 million shares valued at 68.005 billion yuan [1] - The company operates as a comprehensive financial services group, providing diversified financial services including insurance, banking, securities, and trust, leveraging a multi-channel distribution network [1] Group 2 - The latest performance report for the first quarter of 2025 shows that the company achieved operating revenue of 2,328.01 billion yuan, a year-on-year decrease of 5.20%, and a net profit of 270.16 billion yuan, down 26.40% year-on-year [2] - In terms of industry PE ratios, the average for the insurance sector is 9.11, with a median of 8.34, placing China Ping An in 5th position among its peers [2] - The company’s PE (TTM) is 9.03, while the static PE is 8.34, and the price-to-book ratio is 1.12, with a total market value of 1,056.194 billion yuan [2]

Core Viewpoint - The report titled "A股新七舰" identifies investment opportunities in the A-share market, focusing on companies that align with the dual themes of high dividends and technological innovation, with China Ping An being a notable inclusion [1] Group 1: Company Performance - In the first half of 2025, China Ping An's A-shares rose over 8% and H-shares over 12%, demonstrating a steady upward trend compared to the previous year's volatility [2] - China Ping An's average revenue over the past three years ranks second among the "A股新七舰" companies, and it is the only financial enterprise in A-shares projected to exceed 1 trillion yuan in revenue for 2024 [5][6] Group 2: Strategic Direction - China Ping An has positioned itself in the growing sectors of finance, healthcare, and elderly care, aligning its strategy with societal and economic trends [3][4] - The company emphasizes a dual-driven model of "comprehensive finance + healthcare," aiming to create a holistic service ecosystem that includes health management and high-quality elderly care [2][5] Group 3: Market Demand - The rise of the middle-income group in China is driving strong demand for comprehensive financial services, with projections indicating that this group will constitute one-third of the global middle-income population by 2030 [3] - The healthcare sector is experiencing increased demand for efficient services, with the total scale of the health service industry expected to reach 16 trillion yuan by 2030 [3][4] Group 4: Competitive Advantage - China Ping An's integrated financial model offers significant convenience to customers, enhancing operational efficiency and customer retention [7] - The company has established a unique medical and elderly care ecosystem, collaborating with over 3,000 hospitals and 50,000 external doctors, covering 75 cities for home care services [9] Group 5: Technological Innovation - China Ping An has invested heavily in technology, with over 30,000 patents and a research team of more than 21,000, positioning itself as a leader in financial technology and healthcare innovation [10][11] - The company has developed a three-tier model system for AI applications, enhancing its operational capabilities across various strategic areas [10] Group 6: Financial Outlook - China Ping An's financial fundamentals are improving, with a projected increase in net profit driven by sustained premium growth and improved investment returns [12][13] - The company has maintained a consistent dividend payout, with a dividend yield of 4.77% over the past three years, making it attractive for investors [12][14]

港股保险股震荡走强，中国人寿(02628.HK)涨超3%，友邦保险(01299.HK)、中国太保(02601.HK)涨超 2%，中国平安(02318.HK)、新华保险(01336.HK)、众安在线(06060.HK)涨超1%。 ...

A股保险板块持续上扬，中国太保涨超2%，新华保险、中国人寿、中国平安跟涨。 ...

公募二季度重仓股出炉：宁德、茅台、腾讯蝉联前三重仓股 招行、中国平安位列四五位 智通财经7月22日电，公募二季度重仓股披露。Choice数据显示，公募二季度末重仓股前三位环比保持 一致，依次为宁德时代、贵州茅台、腾讯控股，三大重仓股均被减持，持股市值分别回落至1427亿元、 1265亿元、1020亿元。招商银行、中国平安的持股数增加，分别被增持至重仓股的第四、第五位。二季 度公募增持最多的5只个股分布在创新药、银行等领域，民生银行被增持股数最多，增持了5.83亿股； 徐工机械被减持最多，减持了3.88亿股，中国银行二季度也减持了3.7亿股。（记者 周晓雅） ...

Group 1 - The core index, the CSI Hong Kong Stock Connect Non-Bank Financial Theme Index, rose by 1.19% to 3984.14 points, with a trading volume of 22.457 billion yuan [1] - Over the past month, the index has increased by 11.28%, by 36.78% over the last three months, and by 35.47% 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] Group 2 - The top ten weighted companies in the index include China Ping An (15.24%), Hong Kong Exchanges (13.97%), AIA Group (13.55%), China Life (8.76%), China Pacific Insurance (6.94%), China Property & Casualty Insurance (6.21%), New China Life (3.96%), People's Insurance Group of China (3.73%), CITIC Securities (2.9%), and Shandong Hi-Speed (2.46%) [1] - The index is composed entirely of financial sector companies, with a 100% allocation to this industry [1]