Core Viewpoint - China Ping An has significantly increased its holdings in both insurance and banking stocks since September, indicating a strong investment strategy in the financial sector [1][2][4]. Investment in Insurance Stocks - On September 11, China Ping An's subsidiary, Ping An Life, purchased 77.8092 million shares of China Pacific Insurance (China Taibao) H-shares, raising its holding from 8.47% to 11.28%, with an estimated investment of approximately HKD 2.5 billion [2][3]. - The buying spree began in August, with an initial purchase of 1.7414 million shares, which increased the holding to 5.04% [2]. - The total investment in China Taibao H-shares since August has exceeded HKD 5 billion, with a significant increase in holding percentage by 6.24 points [2][3]. - Ping An Life also increased its stake in China Life H-shares by acquiring 44.095 million shares for over HKD 1 billion, raising its holding to 8.13% [3]. Investment in Banking Stocks - China Ping An has continued to invest in banking stocks, purchasing 40.213 million shares of Agricultural Bank H-shares and 12.381 million shares of Postal Savings Bank H-shares, raising their holdings to 18.07% and 16.01%, respectively [4][5]. - The company has adopted a "bulk buying" strategy for both banking and insurance stocks, indicating a strong bullish outlook on these sectors [4][6]. - The total expenditure on banking stocks this year has surpassed HKD 100 billion [4]. Market Context and Strategy - The continuous increase in holdings reflects a broader trend of insurance companies entering the market, with a reported 26.69% increase in stock holdings by life insurance companies since the beginning of the year [6]. - The low interest rate environment and new financial regulations have prompted insurance companies to seek high-dividend stocks to enhance investment returns [6][7]. - Regulatory support has facilitated the entry of long-term funds into the market, allowing companies like China Ping An to focus on stable, high-dividend stocks [6][7].

该消息一出，引发了市场上一些关于中国平安要搬离上海的讨论。 据第一财经记者从中国平安内部知情人士获知，这样的结论完全是无中生有。这次涉及搬迁的是注册总 部位于深圳的中国平安集团下属公司，其中平安人寿总公司注册地深圳，有部分原本在上海办公的总公 司员工需要回迁深圳。相反注册总部位于上海的平安资产管理公司、平安养老险公司、平安健康险公 司、平安国际租赁公司及中国平安集团下属医疗科技、后援运营中心等均保持不变。平安人寿在回应中 明确表示，此次调整是根据《保险法》《公司法》及《市场主体登记管理条例》等相关监管规定而不得 不做的一些业务职场调整。 也就是说，中国平安的这次团队调整并非公司"撤离"上海，而是根据监管要求在治理架构上所做的一次 调整。 【#中国平安称搬离传闻无中生有# ，#中国平安称上海仍是第二总部# 】 近日，有消息称，平安人寿总公司原在上海办公的员工将南迁深圳。平安人寿表示，出于《公司法》等 监管要求，公司注册地需与办公场所一致，部分在上海办公的员工需回迁至深圳总部集中办公，公司将 保障员工合法权益。 ...

中国平安回应搬离传闻：纯属无中生有，上海仍是第二总部。 ...

Core Viewpoint - China Ping An's recent team adjustment is not a withdrawal from Shanghai, but rather a compliance-driven restructuring to align its registered and operational locations as required by regulatory changes [1][2][6] Group 1: Team Adjustment and Compliance - The adjustment involves relocating some employees from Shanghai to Shenzhen to comply with the new Company Law and related regulations, which mandate that the registered office must match the operational office [1][2] - Ping An Life's registered office is in Shenzhen, while some business teams were previously based in Shanghai, necessitating this compliance adjustment [2][6] Group 2: Shanghai's Role and Importance - Shanghai remains a critical hub for China Ping An, serving as its second headquarters, with significant functions in asset management, support services, and healthcare [2][3] - The asset management center in Shanghai manages over 5.8 trillion yuan, making it a key player in the industry [2][5] - Shanghai is home to various core subsidiaries, including Ping An Asset Management, Ping An Pension Insurance, and Ping An Good Doctor, which are leaders in their respective fields [5][6] Group 3: Historical Context and Contributions - China Ping An has established a long-standing presence in Shanghai since 1994, with the second headquarters approved in 2005 [4][5] - Over the past decade, China Ping An has created 770,000 jobs in Shanghai, served 7.07 million customers, and contributed 104.6 billion yuan in taxes [5] Group 4: Strategic Advantages of Shanghai - Shanghai's selection as the second headquarters is attributed to favorable policies, market opportunities, and a rich talent pool [6][7] - The city’s development as an international financial center aligns with Ping An's strategic goals, enhancing its operational efficiency and service capabilities [7]

截至公告披露日，公司2025年度长期服务计划已通过二级市场完成购股，共购得公司H股股票(股票代 码：02318.HK)74,615,000股，占公司总股本的比例为0.412%，成交金额合计人民币3,875,379,402.99元 (含费用)，成交均价约为人民币51.87元/股。上述购股资金均来源于员工应付薪酬额度。 格隆汇9月17日丨中国平安(02318.HK)公布，公司第十三届董事会(「董事会」)第七次会议审议通过了 《关于审议2025年度长期服务计划参与情况的议案》(「2025年度长期服务计划」)。现将公司2025年度 长期服务计划的实施进展公告如下： ...

智通财经APP讯，中国平安(02318)发布公告，截至本公告披露日，公司2025年度长期服务计划已通过二 级市场完成购股，共购得公司H股股票(股票代码：02318.HK)7461.5万股，占公司总股本的比例为 0.412%，成交金额合计人民币38.75亿元(含费用)，成交均价约为人民币51.87元/股。上述购股资金均来 源于员工应付薪酬额度。 ...

格隆汇9月17日丨中国平安(601318.SH)公布，公司2025年度长期服务计划的实施进展公告如下：截至本 公告披露日，本公司2025年度长期服务计划已通过二级市场完成购股，共购得本公司H股股票（股票代 码：02318.HK）74,615,000股，占本公司总股本的比例为0.412%，成交金额合计人民币3,875,379,402.99 元（含费用），成交均价约为人民币51.87元/股。上述购股资金均来源于员工应付薪酬额度 ...

自願性公告 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 部或任何部份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任。 自願參與本公司2025年度長期服務計劃的核心人才共83,024人。本次購股後， 本公司的董事、監事、高級管理人員與其他員工在2025年度長期服務計劃中的 持股情況如下： | 持有人 | 持股份額 | 占 2025 年度長期服務 | | --- | --- | --- | | | （股） | 計劃的比例（%） | | 董事、監事及高級管理人員* | 1,882,031 | 2.52 | | 其他員工 | 72,732,969 | 97.48 | | 合計 | 74,615,000 | 100.00 | *分別為執行董事馬明哲、謝永林、郭曉濤、付欣、蔡方方，高級管理人員黃寶新、盛瑞 生、郭世邦、張智淳、徐菁，職工代表監事王志良。 長期服務計劃參與人員從本公司退休時方可提出計劃權益的歸屬申請，在得到 確認並交納相關稅費後最終獲得歸屬。 承董事會命 盛瑞生 公司秘書 1 2025年度長期服務計劃完成 ...

中国平安保险（集团）股份有限公司 关于 2025 年度长期服务计划完成股票购买的公告 中国平安保险（集团）股份有限公司（以下简称"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。 本公司第十三届董事会第七次会议审议通过了《关于审议 2025 年度长期服 务计划参与情况的议案》（以下简称"2025 年度长期服务计划"）。 现将本公司 2025 年度长期服务计划的实施进展公告如下： 证券代码：601318 证券简称：中国平安 公告编号：临 2025-037 自愿参与本公司 2025 年度长期服务计划的核心人才共 83,024 人。本次购股后， 本公司的董事、监事、高级管理人员与其他员工在 2025 年度长期服务计划中的持 股情况如下： | 持有人 | | 持股份额 | 占 2025 | 年度长期服务计划的比 | | --- | --- | --- | --- | --- | | | | （股） | | 例（%） | | 董事、监事及高级管理人员 | * | 1,882,031 | | 2.52 | | 其他员工 | | 72, ...

每经AI快讯，9月17日，中国平安（601318）(601318.SH)公告称，公司2025年度长期服务计划已通过二 级市场完成购股，共购得公司H股股票7461.5万股，占公司总股本的0.412%，成交金额合计38.75亿元， 成交均价约为51.87元/股。自愿参与该计划的核心人才共83,024人。董事、监事及高级管理人员在计划 中的持股比例为2.52%，其他员工持股比例为97.48%。长期服务计划参与人员从公司退休时方可提出计 划权益的归属申请。 ...