Bei Jing Shang Bao·2025-07-29 10:54Group 1 - The insurance sector is currently leading the A-share market rally, with significant gains observed on July 28, 2023, where stocks like New China Life and China Pacific Insurance rose over 4%, while China Life and Ping An increased by more than 3% [2] - The recent surge in insurance stocks is attributed to improved performance driven by increased insurance awareness among residents and a growing demand for insurance products, which has positively impacted premium income [3] - Analysts predict that the upward trend in insurance stocks will continue, supported by strong market savings demand and a gradual decrease in liability costs due to regulatory guidance and proactive transformations by insurance companies [4][5] Group 2 - The valuation of insurance stocks is recovering, with many stocks reaching new highs, indicating potential for further growth in the future [4] - The investment side of insurance companies is expected to benefit from rising long-term interest rates, which could alleviate pressure on new fixed-income investment yields [5] - Analysts forecast that the upcoming semi-annual reports will show continued growth in new business value for life insurance, with increasing demand for health and pension insurance, while property insurance profitability is also expected to improve [5]