大象新闻记者设法联系到中国平安保险(香港)公司，咨询诈骗APP中展示的保险信息的真伪，8月17日下午，中国平安保险(香港)公司在电子邮件中回复 称，诈骗APP中展示的保险合同和合同编号等信息"不是中国平安保险(香港)公司合同，请注意提防受骗。" 据大象新闻此前报道，"云悦动、众橙、绿果、聚象"这4款APP虽名字不同，但诱导下载的手法、诈骗的套路基本相同，都是虚构高新农业项目，谎称和 央企合作，伪造平安保险(香港)公司担保合同以骗取信任，操作手法也都是先免费赠送几十到几百元不等的现金，可用于高息投资，然后吸引受害者逐步 提高投资金额，最终统一收网、卷款跑路。 | 选礼】比赛装置下载 | 我自然 上一篇都是不会不要的意思想出 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 众程 | CHANAGER | | | | | | | | | KOTH | 原石川 | 成份业有 | 95 0 7 | 78 0100 | 15人 | 神育会馆 | 31.67MB | 1.0.7 | | 在国商品 | 2012 | (4) | ...

Core Viewpoint - The recent increase in stakes by China Ping An in China Life and China Pacific Insurance reflects a strategic move towards financial investments, aligning with the trend of insurance capital entering the equity market for long-term gains [1][3][5]. Group 1: Investment Activities - On August 12, China Ping An increased its holdings in China Life H-shares by 9.5 million shares at a price of HKD 22.41 per share, totaling HKD 213 million [1]. - Following this transaction, China Ping An's stake in China Life H-shares rose from 4.91% to 5.04%, triggering a mandatory disclosure [2]. - Additionally, on August 11, China Ping An purchased 1.7414 million shares of China Pacific Insurance H-shares at an average price of HKD 32.07 per share, amounting to HKD 55.88 million, increasing its stake from 4.98% to 5.04% [3]. Group 2: Market Context and Analysis - The increase in stakes is viewed as a financial investment strategy, indicating a shift to include insurance stocks in high-dividend configurations similar to bank stocks, supported by improved fundamentals in the insurance sector [3]. - The insurance industry is expected to benefit from multiple catalysts, including a surge in short-term premium income, narrowing interest margin risks, and improved investment return expectations [3]. - The number of stake increases by insurance capital has reached 27 this year, surpassing the total of 20 for the entire previous year, indicating a growing trend [5]. Group 3: Preference for Bank Stocks - China Ping An is also actively acquiring bank stocks, having reached a 15% stake in Postal Savings Bank H-shares, which also triggered a disclosure requirement [4]. - Bank stocks are favored due to their relatively stable performance and consistent dividends, aligning with the long-term, value-oriented investment strategy of insurance capital [5]. - Current valuations of bank stocks remain low historically, with attractive dividend yields, which are likely to continue drawing in long-term incremental capital [5].

Group 1 - The insurance industry reported a total original premium income of 3.7 trillion yuan in the first half of the year, representing a year-on-year growth of 5.1% [3] - The total assets of insurance companies reached 39.2 trillion yuan, an increase of 3.3 trillion yuan from the beginning of the year, reflecting a growth of 9.2% [3] - The comprehensive solvency adequacy ratio of the insurance industry stood at 204.5%, with the core solvency adequacy ratio at 146.5% [3] Group 2 - The initial review directory for commercial insurance innovative drugs was released, including five CAR-T therapies among 121 drugs [4] - The directory covers various tumor drugs and includes new drugs approved in China this year [4] Group 3 - China Ping An has made financial investments by acquiring shares in China Pacific Insurance and China Life Insurance, increasing its holdings to 5.04% and 5.04% respectively [5][6] - The "Car Insurance Good to Insure" platform has insured over 880,000 new energy vehicles, providing coverage of 888.95 billion yuan [7] Group 4 - The Ministry of Finance and other departments announced a 1% interest subsidy for loans to service industry entities [8] - A similar 1% interest subsidy was also announced for eligible personal consumption loans [9] Group 5 - China Taiping reported original premium income of 314.59 billion yuan in the first seven months, a year-on-year increase of 5.48% [18] - Zhong An Online reported original premium income of 19.917 billion yuan in the first seven months, reflecting a year-on-year growth of 5.82% [19] Group 6 - Nine insurance groups participated in the subscription of TCL Technology's private placement, with a total subscription amount of 157.27 billion yuan [30] - New China Life Insurance has added five new quality cooperative elderly care communities, bringing the total to 40 [31]

| 股份代號: | 02628 | | --- | --- | | 上市法國名稱: | 中國人壽保險股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 18/07/2025 - 18/08/2025 | | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買人 / 賣出或涉及的 每股的平均價 | | 持有權益的股份數目 佔已發行的有關事件的日 相關法 | | | --- | --- | --- | --- | --- | | | 股份數目 | | (請參閱十述*註 | 有投票權股 期 (日 / 月 / | | | | | | 份自分比 年) | | CS20250815E00069 | HKD 22.4072 中国平安保险(集团)股份 1001(L) | 9.500.000(L) | 375.151.000(L) | 5.04(L) 12/08/2025 | | | 有限公司 | | | | 格隆汇8月18日丨根据联交所最新权益披露资料显示，2025年8月12日，中国人寿(02628.HK)获中国平安保险（集团）股份有限公司在场内以每股均价 22.4072港元增持950万股，涉资约2. ...

| 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買人 / 賣出或涉及的 每股的平均價 | | 持有權益的股份數目 佔已發行的有關事件的日 相關法 | | | --- | --- | --- | --- | --- | | | 股份數目 | | (請參閱十述*註 | 有投票權股 期 (日 / 月 / | | | | | | 份自分比 年) | | CS20250815E00069 | HKD 22.4072 中国平安保险(集团)股份 1001(L) | 9.500.000(L) | 375.151.000(L) | 5.04(L) 12/08/2025 | | | 有限公司 | | | | | 股份代號: | 02628 | | --- | --- | | 上市法國名稱: | 中國人壽保險股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 18/07/2025 - 18/08/2025 | 格隆汇8月18日丨根据联交所最新权益披露资料显示，2025年8月12日，中国人寿(02628.HK)获中国平安保险（集团）股份有限公司在场内以每股均价 22.4072港元增持950万股，涉资约2. ...

增持后，中国平安人寿保险股份有限公司最新持股数目为141,747,800股，持股比例由4.97%上升至5.10%。 格隆汇8月18日丨根据联交所最新权益披露资料显示，2025年8月12日，中国太保(02601.HK)获中国平安人寿保险股份有限公司在场内以每股均价33.2932港 元增持366.2万股，涉资约1.22亿港元。 | 股份代號: | 02601 | | --- | --- | | 上市法國名稱: | 中國太平洋保險(集團)股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 18/07/2025 - 18/08/2025 | | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的有關事件的日 相關法 | | | --- | --- | --- | --- | --- | --- | --- | | | | | 股份數目 | | 描を起こなる船 | 有投票權股 期 (日 / 月 / 分自分比 年) | | CS20250815E00046 | 中国平安人寿保险股份有限 | 1001(L) | 3,6 ...

根据港交所数据，中国平安此次以每股32.0655港元的价格购入中国太保H股约174万股，涉及资金约5583.89万港 元。此次增持后，中国平安持有中国太保H股的比例从4.99%上升至5.04%，正式跨越香港《证券及期货条例》规 定的5%持股披露门槛，构成举牌。 【环球网财经综合报道】香港交易所最新披露易信息显示，中国平安保险（集团）股份有限公司（以下简称"中国 平安"）于近日增持中国太平洋保险（集团）股份有限公司（以下简称"中国太保"）H股股份，持股比例升至 5.04%，触发香港市场举牌线。 中国平安在公告中表示，此次增持为市场化投资行为，目前暂无进一步增持计划。中国太保方面暂未对此置评。 港交所要求中国平安在后续持股变动每跨越1%时继续履行披露义务。（水手） 根据香港市场规定，投资者持有上市公司H股股份比例达到或超过5%时，须在3个交易日内向港交所提交权益申 报，并公开披露持股动向。此次举牌意味着中国平安成为中国太保H股的重要股东之一，市场关注其后续是否进 一步增持或参与公司治理。 中国平安与中国太保均为中国头部保险集团，业务涵盖寿险、财险、资产管理等领域。此次增持或反映中国平安 对保险行业长期发展的信心， ...

③ 低估值+低持仓：上涨空间充足。截止2Q25 末，主动权益公募重仓保险股配置占比仅1.35%，配置系 数仅0.51（1 为平配），仍处于显著低配状态；同时险企投资收益率受权益上涨提振，或稳定保持在投 资收益率假设之上（4%），EV 置信度显著提升（无需再给予折价），而目前保险股A 股/ H 股平均 PEV 0.73x/ 0.53x, 仅在近10 年分位数的31.1%/29.4%，下行风险相对有限。在权益上涨、增量资金涌 入、基本面改善等共振下，保险股股价上涨动力充足。 投资建议：维持行业推荐评级。险资增量资金入市、权益配置比例有望进一步提升，市场上涨将推动险 企业绩稳增长；叠加预定利率下调、分红水平约束等，利差损风险亦将缓解。寿险储蓄和医养需求回 暖，报行合一和产品结构调整使NBVM 提升，NBV 有望持续增长；财险保费增速稳中有升、大灾风险 和COR 同比仍处于改善态势，业绩增长动力充足。寿险：强烈推荐投资弹性较大、业绩快速增长的新 华保险，大权重、经营边际改善且股息率较高的中国平安，业绩稳健增长的阳光保险、中国太保、中国 人寿、友邦保险；财险：强烈推荐COR 改善、分红稳定的中国财险、中国人保，以及业绩 ...

Core Viewpoint - Ping An Insurance has recently increased its stake in two listed insurance companies in Hong Kong, indicating a positive outlook on the insurance sector and a belief in the recovery of industry valuations [2][4]. Group 1: Company Actions - Ping An increased its holdings in China Life Insurance by approximately 9.5 million shares at an average price of HKD 22.4072 per share, totaling around HKD 213 million, bringing its stake to about 5.04% [2][3]. - Prior to this, Ping An also made a similar move by acquiring shares in China Pacific Insurance [2]. Group 2: Industry Insights - The act of insurance companies acquiring stakes in each other is rare and signals a deeper understanding of the insurance industry's fundamentals, suggesting an improvement in the sector's outlook [4]. - Concerns over "interest spread loss" have diminished due to regulatory efforts to lower liability costs and promote the sale of floating yield insurance products, leading to an optimization of liability costs for listed insurance companies [4][5]. - The demand for high-quality assets among insurance capital is strong, driven by declining market interest rates and regulatory encouragement for insurance funds to invest in equities [4]. - The shift in investment strategy from focusing on value stocks to including insurance stocks reflects a more aggressive investment logic and strategy among insurance capital [4]. Group 3: Market Performance and Projections - The performance of listed insurance companies in the first half of the year has shown solid fundamental support, with expectations for improved investment returns due to favorable market conditions in 2025 [6]. - The overall valuation of the insurance sector is considered low, with market institutions optimistic about the long-term investment value of insurance stocks [6]. - The anticipated reduction in preset interest rates in the third quarter of 2025 is expected to further lower new liability costs for life insurance companies, alleviating concerns over interest spread losses [6].

Core Viewpoint - The article emphasizes the importance of identifying and sustaining stock price trends for successful short-term investing, highlighting the need for strong fundamentals and positive earnings revisions to maintain momentum [1][2]. Group 1: Stock Performance - Ping An Insurance Co. of China Ltd. (PNGAY) has shown a solid price increase of 24.6% over the past 12 weeks, indicating investor confidence in its potential upside [4]. - Over the last four weeks, PNGAY's price has increased by 10.1%, suggesting that the upward trend is still intact [5]. - PNGAY is currently trading at 83.2% of its 52-week high-low range, indicating a potential breakout opportunity [5]. Group 2: Fundamental Strength - PNGAY holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, which are critical for near-term price movements [6]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term performance [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for investors to identify stocks like PNGAY that are on an uptrend supported by strong fundamentals [3]. - There are additional stocks that meet the criteria of the "Recent Price Strength" screen, providing further investment opportunities [8].