Shen Zhen Shang Bao·2025-08-14 16:39Group 1 - The insurance sector experienced a strong rally, with China Pacific Insurance rising by 4.87%, China Life Insurance and China Ping An both increasing by over 1%, and others like China People’s Insurance and New China Life also showing gains [1] - The National Medical Insurance Drug List adjustment for 2025 has commenced, introducing a commercial health insurance innovative drug list for the first time, with 121 drug names passing preliminary review, including 5 high-value innovative cell therapies [1] - In 2024, basic medical insurance covered 1.326 billion people with a participation rate of 95%, and total fund expenditure reached 2.97 trillion yuan. The commercial health insurance premium income is projected to be 977.3 billion yuan, reflecting an 8.2% year-on-year growth [1] Group 2 - Year-to-date stock performance shows New China Life Insurance up by 36.24%, China Pacific Insurance over 20%, and both China Ping An and China People’s Insurance up by over 10% [1] - Market analysts believe that the dual drivers of policy support and market demand may lead to valuation recovery and performance growth opportunities for the insurance sector [1]