投资账户名称 2025-7-24 2025-7-25 2025-7-28 2025-7-29 2025-7-30 2025-7-31 投资账户设立时间 买入价 卖出价 买入价 卖出价 买入价 卖出价 买入价 卖出价 买入价 卖出价 买入价 卖出价 平安发展投资账户 5.7951 5.6815 5.8089 5.695 5.8254 5.7112 5.8125 5.6986 5.7825 5.6692 2000年10月31日 平安保证收益投资账户 2.4443 2.3964 2.4445 2.3966 2.4446 2.3967 2.4447 2.3968 2.4448 2.3969 2001年4月 30日 平安基金投资账户 6.3702 6.2453 6.3981 6.2727 6.4401 6.3139 6.4078 6.2822 6.3397 6.2154 2001年4月30日 平安价值增长投资账户 2.7199 2.6666 2.7225 2.6692 2.7198 2.6665 2.7212 2.6679 2.7239 2.6705 2003年8月 28日 平安精选权益投资账户 2.1047 2.06 ...

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: 中国平安保险（集团）股份有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 601318 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,762,657,695 | RMB | | 1 | RMB | | 10,762,657,695 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 10,762,657,695 | RMB | | | 1 RMB | | 10,762,657,695 | | ...

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: 中国平安保险（集团）股份有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | H | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02318 | | 說明 | | | | | | | 多櫃檯證券代號 | 82318 | RMB 說明 | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 7,447,576,912 | | 0 | | 7,447,576,912 | | 增加 / 減少 (-) | | | | | | | | | | 本月底結存 | | | | 7,447,5 ...

Core Viewpoint - China Ping An's stock price decreased by 2.04% to 52.85 CNY per share, with a trading volume of 3.364 billion CNY as of August 1 [1] Company Overview - China Ping An Insurance (Group) Co., Ltd. is one of the most comprehensive financial groups in China, holding a wide range of financial licenses and operating in insurance, banking, asset management, and healthcare sectors [1] - The company focuses on enhancing its "comprehensive finance + healthcare and elderly care" service system, offering professional services including "financial advisory, family doctor, and elderly care management" [1] Financial Performance - As of the first quarter of 2025, China Ping An reported total revenue of 146.113 billion CNY and a net profit of 27.016 billion CNY [1] Analyst Ratings - On July 30, Jiao Yin International Securities maintained a "buy" rating for China Ping An, raising the target price to 73 HKD [1] Upcoming Events - China Ping An is scheduled to disclose its mid-year report for the fiscal year 2025 on August 26 [1]

Core Insights - The overall performance of Shenzhen state-owned enterprises' new media accounts has significantly declined in June compared to May, with a notable decrease in both article and reading volume across most accounts [4][22][27] - The "Shenzhen State-owned Enterprises New Media Information Release Observation List" evaluates the performance of 54 accounts, including 31 primary accounts and 23 listed companies, focusing on reading volume as a key indicator of influence [3][22] Group 1: Article Performance - The top three accounts by article count are Shenzhen Bus Group (72 articles), Shenzhen Energy (62 articles), and Shenzhen Metro (60 articles), while the lowest are Special Zone Construction Group (2 articles) and Shenzhen Duty-Free (0 articles) [5][22] - Shenzhen Energy is the only account among the top three to show an increase in article count, while Shenzhen Bus Group's article count decreased by 25% [4][5] - The overall article count for many accounts has seen a significant drop, with some accounts like Special Development Group and Shenzhen Urban Public Safety Technology Research Institute experiencing a reduction of 37, 22, and 21 articles respectively [4][5] Group 2: Reading Volume - The top three accounts by reading volume are Shenzhen Metro (414,000+), Shenzhen Eastern Bus (191,000+), and Guoxin Securities (92,756), with Shenzhen Metro's article achieving over 100,000 reads [6][7] - Reading volume has decreased across the board, with notable declines for accounts like Shenzhen Gas and Shenzhen Port Group [7][24] Group 3: Engagement Metrics - In terms of likes, Shenzhen Metro (3,570), Shenzhen Bus Group (3,254), and Shenzhen Gas (2,680) lead the rankings, showing significant growth compared to May [8][9] - The recommendation volume is highest for Shenzhen Bus Group (2,433), followed by Shenzhen Metro (974) and the First Talent (387), while several accounts have very low recommendation counts [10][11] Group 4: Content Strategy Analysis - The Shenzhen Bus Group's content strategy focuses on balanced and diverse content, effectively engaging users and enhancing brand communication [12][14][18] - The First Talent account published 44 articles in June, primarily focusing on talent services and recruitment, but may need to diversify its content to better serve a broader audience [19][21] Group 5: Listed Companies Performance - The article count for Shenzhen listed companies has also seen a significant decline, with top performers like Shenzhen Special Force and Special Development Information experiencing substantial drops in article output [22][23] - Reading volume for listed companies has decreased, with Shenzhen Airlines, China Ping An, and Hai Neng Da leading in total reads but still showing declines compared to the previous month [24][26]

Group 1 - China Ping An launched the "Ancient Tree Health Management Plan" and initiated the "Ping An Ancient Tree Protection Action" in Wutai Mountain, Shanxi Province, providing insurance coverage for 419 ancient trees [1] - The initiative aims to shift ancient tree protection from "post-incident compensation" to "prevention" through a systematic approach involving experts in landscaping and ancient tree protection [1] - The comprehensive protection system includes "disaster prevention + disaster relief + post-disaster compensation" to minimize damage from natural disasters [1] Group 2 - In recent years, China Ping An has innovatively introduced ancient tree protection insurance and plans to launch the "I Insure Ancient Trees" initiative in 2024, establishing a regular mechanism for ancient tree protection [2] - The company has provided over 300 million yuan in insurance coverage for more than 20,000 ancient trees across various locations, including Jiangmen and Guangyuan [2] - China Ping An is committed to green finance practices, with green investment scale reaching 124.71 billion yuan and green loan balance at 157.76 billion yuan as of December 31, 2024 [2]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of China Ping An, indicating a decline in revenue and net profit for Q1 2025 compared to the previous year [1][2] - As of July 31, the company's stock price closed at 58.69 yuan, down 3.33%, with a rolling PE ratio of 9.14 times and a total market capitalization of 1,068.76 billion yuan [1][2] - The average PE ratio for the insurance industry is 9.13 times, with a median of 8.41 times, placing China Ping An in the 5th position within the industry [1][2] Group 2 - For Q1 2025, the company reported 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] - The number of shareholders as of March 31, 2025, is 794,557, an increase of 6,522 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1]

每经AI快讯，7月31日，香港交易所信息显示，BNP PARIBAS SA在中国平安（601318）H股的持股比 例于07月28日从4.99%升至5.09%。 ...

从上证金融地产行业指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证金融地产行业指数持仓样本的行业来看，金融占比98.68%、房地产占比1.32%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数样本进行临时调整。当样本退市时，将其从指 数样本中剔除。当样本公司有特殊事件发生，导致其行业归属发生变更时，将对指数进行相应调整。样 本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 金融界7月31日消息，上证指数低开低走，上证金融地产行业指数 (上证金融，000038)下跌1.35%，报 5880.46点，成交额508.71亿元。 数据统计显示，上证金融地产行业指数近一个月上涨1.81%，近三个月上涨13.16%，年至今上涨 10.86%。 据了解，上证金融地产行业指数选取沪市中属于金融和房地产行业的上市公司证券作为指数样本，以反 映沪市金融和房地产上市公司证券的整体表现。该指数以2003年12月 ...

Core Viewpoint - UBS has raised the target price for China Ping An (601318) from HKD 60 to HKD 66, maintaining a "Buy" rating due to improved macroeconomic conditions and reduced spread risks [1] Financial Performance - China Ping An is expected to announce its mid-year results at the end of August, with a forecasted year-on-year growth of 3.5% in after-tax operating profit (OPAT) [1] - The growth rate for the second quarter is anticipated to accelerate to 4.5%, compared to 2.4% in the first quarter, primarily driven by the recovery in capital markets benefiting the asset management business and the rebound in bond fair value due to declining interest rates in the property insurance sector [1] New Business Value - The new business value (VNB) for the second quarter is projected to increase by 43% year-on-year, with a total growth of 38% for the first half of the year, outperforming peers [1] Net Profit and Dividends - UBS forecasts a 5.9% increase in after-tax net profit (NPAT) for the second quarter [1] - The mid-year dividend is expected to slightly increase to CNY 0.94 per share, with an anticipated total annual dividend of CNY 2.63 per share, resulting in a dividend yield of 5.1%, the highest among peers [1]