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]

智通财经7月21日电，中国平安在互动平台表示，公司留意到香港市场稳定币相关的行业监管变化。平 安在区块链技术上有深厚的积累，我们保持高度关注并积极研究。 中国平安：积极研究香港市场稳定币相关行业监管变化 ...