Group 1 - The core point of the article highlights that southbound funds have reduced their holdings in China People's Insurance Group (01339.HK) by 35.37 million shares on January 7, with a total net reduction of 45.82 million shares over the last five trading days [1] - Over the past 20 trading days, southbound funds have reduced their holdings on 13 days, resulting in a cumulative net reduction of 99.02 million shares [1] - As of now, southbound funds hold 2.572 billion shares of China People's Insurance Group, accounting for 29.46% of the company's total issued ordinary shares [1] Group 2 - China People's Insurance Group Co., Ltd. is a holding company primarily providing insurance products, including property insurance, health insurance, life insurance, reinsurance, Hong Kong insurance, and pension insurance [1] - The property insurance business includes products for both companies and individuals, such as motor vehicle insurance, agricultural insurance, property insurance, and liability insurance [1] - The health insurance business encompasses health and medical insurance products, while the life insurance business includes various life insurance products such as participating, whole life, annuity, and universal life insurance [1]

Group 1 - The People's Bank of China conducted a 286 billion yuan 7-day reverse repurchase operation at an interest rate of 1.40%, maintaining the previous rate, resulting in a net withdrawal of 500.2 billion yuan due to 528.8 billion yuan of reverse repos maturing on the same day [1] - The Shanghai Interbank Offered Rate (Shibor) showed slight fluctuations, with the overnight Shibor rising by 0.30 basis points to 1.2660%, and the 7-day Shibor increasing by 2.80 basis points to 1.4500% [2][3] - In the interbank pledged repo market, short-term funding rates remained stable, with the weighted average rates for overnight and 7-day repos increasing by 0.5 basis points and 3.0 basis points, respectively, while transaction volumes for these repos saw significant increases [5] Group 2 - The overall funding environment on January 7 was balanced and slightly loose, with overnight rates for repos trading in the range of 1.20% to 1.40%, indicating a stable funding situation throughout the day [10] - In the secondary market for negotiable certificates of deposit, trading sentiment was generally moderate, with yields for 1-month, 3-month, and 6-month deposits showing an upward trend, reflecting a slight increase in market rates [11] - The People's Bank of China announced plans for a 1.1 trillion yuan buyout reverse repo operation on January 8, with a term of 90 days, indicating ongoing liquidity management efforts [13]

登录新浪财经APP 搜索【信披】查看更多考评等级 根据国家金融监督管理总局《保险公司资金运用信息披露准则第3号：举牌上市公司股票》和《中国银 保监会关于废止和修改部分规范性文件的通知》（银保监发〔2020〕5号）的相关规定，现将中国平安 人寿保险股份有限公司（以下简称"我公司"）委托投资招商银行股份有限公司（以下简称"招商银 行"或"上市公司"）H股股票举牌的有关信息披露如下： 一、 基本要素 1、股票名称和代码：招商银行（3968.HK） 2、交易日：平安资产管理有限责任公司（以下简称"平安资管"）受托我公司资金，投资于招商银行H 股股票，于2025年12月31日达到招商银行H股股本的20%，根据香港市场规则，触发我公司举牌。 3、上市公司公告日期：2026年1月6日 注：上市公司公告日期为我公司按照香港《证券及期货条例》的规定在香港交易所线上权益披露系统中 呈交权益披露表格的日期。 二、主体信息 1.保险公司上季度末总资产、净资产、偿付能力充足率 截至2025年9月30日，我公司总资产为58,512.93亿元，净资产为4,298.36亿元，综合偿付能力充足率为 185.68%。 注：以我公司公开披露的偿付 ...

Core Insights - The insurance market for robots is rapidly evolving, with leading insurance companies actively expanding their robot insurance offerings to meet diverse needs [2][7] - The shift in the financial industry's support for the robot sector is moving from static risk coverage to a dynamic financial ecosystem that encompasses the entire lifecycle of the industry [2][7] - The development of embodied intelligent robot insurance in China is still in its early stages, facing challenges such as data barriers, risk assessment difficulties, and unclear liability definitions [3][8] Group 1: Market Demand and Innovations - The demand for robot leasing is expected to grow significantly, with projections indicating the market could reach 10 billion yuan by 2026 [2] - Major insurance companies are innovating in robot insurance, with products like Ping An's first "insurance + leasing" policy for embodied robots, which includes comprehensive coverage for third-party liability and product quality [4][6] - The "insurance + leasing" model addresses information asymmetry in single-device insurance and promotes a full-chain risk management approach from manufacturing to usage [6] Group 2: Challenges and Solutions - The development of robot insurance faces several challenges, including difficulties in risk assessment due to a lack of public risk data, poor product adaptability, and unclear liability among multiple stakeholders [8][9] - Experts suggest establishing a data-sharing platform involving regulatory bodies, tech companies, and insurance institutions to create industry standards for risk evaluation and pricing [9] - There is a need for policy guidance and industry innovation to overcome barriers in robot insurance development, including incentives for companies to insure and for insurers to innovate [8][9]

Core Viewpoint - The long-term assessment mechanism for pension funds has been officially implemented, aiming to enhance the investment effectiveness of pension funds by extending the evaluation period and focusing on medium to long-term goals [2][3]. Group 1: Long-term Assessment Mechanism - The official guidance specifies that the management contracts for pension funds should have a minimum duration of three years, establishing a new standard for long-term assessment [3]. - The performance evaluation of pension funds will primarily rely on medium to long-term objectives, with an emphasis on indicators that span over three years [3]. - The new mechanism aims to reduce the pressure on fund managers to chase short-term performance, allowing for more stable and strategic investment decisions [4]. Group 2: Importance of Pension Funds - Corporate and occupational pension funds are a crucial part of China's second pillar of the pension system, with an investment scale exceeding 7.7 trillion yuan as of September 2025 [5]. - The investment returns from corporate pension funds during the 14th Five-Year Plan period are projected to exceed 756 billion yuan [5]. - The long-term nature of pension funds is essential for stabilizing the capital market and enhancing value discovery, which has been hindered by short-term performance pressures [5][7]. Group 3: Policy Implications - The guidance is part of a broader initiative to promote long-term capital investment across various financial sectors, including public funds and insurance companies [6]. - The implementation of long-term assessment mechanisms is expected to transform pension funds from being reactive to becoming proactive long-term capital [7]. - This policy is viewed as a significant upgrade to the infrastructure of China's capital market, addressing the fundamental conflict between long-term capital attributes and short-term investment behaviors [7].

Core Viewpoint - Ping An Life has disclosed that it will increase its stake in Agricultural Bank of China H-shares to 20% by December 30, 2025, triggering a mandatory disclosure under Hong Kong market rules [1]. Group 1: Investment Activities - This marks the fourth time Ping An Life has increased its stake in Agricultural Bank H-shares, having previously surpassed 5%, 10%, and 15% in February, May, and August 2025 respectively [4]. - In addition to Agricultural Bank, Ping An Life has also acquired shares in Postal Savings Bank and China Merchants Bank, with holdings reaching 5.01%, 10%, 15%, and 20% at various points in 2025 [6]. - Overall, in 2025, insurance capital made a total of 35 stake increases, the highest since 2016, indicating a growing trend in insurance investments [5][8]. Group 2: Reasons for Preference in Bank Stocks - Insurance companies are favoring bank stocks due to their average dividend yield exceeding 5%, which is significantly higher than the cost of liabilities (approximately 2% to 2.5%), making them attractive as "quasi-fixed income" assets [7]. - The new financial instrument standards allow high-dividend bank stocks to be classified in a way that stabilizes profit and loss statements, further encouraging investment [7]. - The stable performance and dividend consistency of bank stocks align with the long-term investment strategies of insurance companies, which seek value and stability [7]. Group 3: Future Outlook - The trend of insurance capital actively participating in equity markets is expected to continue, driven by low interest rates and regulatory support for long-term investments [8][10]. - Analysts suggest that the demand for bank stocks will persist, with insurance companies likely to focus on stable dividend-paying stocks and those with strong return on equity (ROE) [9][10]. - The stock prices of major insurance companies have shown significant increases in 2025, reflecting market confidence in the insurance sector's fundamentals [10].

中国人寿获南向资金连续3天净买入，累计净买入金额为12.50亿港元，股价累计上涨16.22%。 （文章来源：证券时报网） 证券时报·数据宝统计显示，1月7日港股通（包括沪市港股通及深市港股通）成交活跃股合计成交479.17 亿港元，净买入金额为46.21亿港元。 1月7日上榜的成交活跃股中，中国人寿通过港股通渠道成交金额为10.61亿港元，净买入金额为4.16亿港 元，不仅如此，该股已连续3日出现成交净买入，累计净买入金额为12.50亿港元，其间股价上涨 16.22%。（数据宝） ...

凤凰网财经频道作为国内领先的财经媒体平台，现公开招聘金融条线主管。本岗位需兼具深厚的金融专 业功底与卓越的商业策划能力，主导金融领域的内容生产与商务策划，提升凤凰网财经在金融垂直领域 的品牌影响力。 一、岗位职责 1，内容战略与深度报道 负责银行、保险等金融领域的报道规划，主导重大金融新闻的快速响应与深度解读。 独立策划并执行金融专题报道，如金融财报解读、行业趋势分析、金融创新案例研究等，产出具有行业 影响力的原创内容。 2，商业策划与资源整合 深入洞察客户需求，以精准的商务策划和创意产品，推动内容商业转化。通过内容赋能商业合作，完成 年度商业目标。 拓展并维护与金融机构（银行、保险、资管公司等）、行业协会、学术机构、政府部门的合作关系，构 建高端资源网络。 二、任职要求 1，专业背景与经验 具备5年以上财经媒体或金融机构从业经验，有主流媒体金融条线管理经验者优先。 精通金融领域知识，对宏观政策、资本市场、金融机构业务有深刻理解，能独立完成专业稿件（如基金 财报分析、政策解读等）。 薪资：面议。 福利体系：五险一金、带薪年假、绩效奖金、员工培训、媒体资源支持、高端行业交流机会。 四、应聘方式 请发送简历至邮箱 ...

记者丨叶麦穗 编辑丨杨希 农行H股继续被平安举牌。香港联交所股权披露信息近日显示，2025年12月30日，平安人寿以5.7854港 元的平均价增持9558.2万股农业银行H股股份，合计耗资约5.53亿港元。在此次增持后，平安人寿持有 的农行H股股份由19.79%增至20.1%，触发举牌。 随着平安人寿的收尾举牌，2025年险资的举牌次数 达到39次，仅次于2015年的62次，为历史第二高。 险资扎堆H股 此前，平安人寿曾于2025年2月17日、5月12日、8月26日分别举牌农行H股，持有农行H股的比例分别达 到5%、10%、15%。以此计算，截至2025年12月30日，平安人寿持有约61.8亿股农行H股，持仓市值近 350亿港元。 除此之外，农行2025年三季报显示，平安人寿还在当年三季度新进农行A股前十大股东序列，至三季度 末持有农行49.13亿股A股股份，持股比例约1.4%。 在农行的股本结构中，H股占比不足9%。若平安人寿在去年四季度未减持农行A股，其合计持有的农行 股份超过3%。 就银行股2025年股价表现来看，农行A股股价年内涨幅达52.66%，稳居A股上市银行第一；农行H股年 内涨幅达40.83% ...

1月6日，海峡金桥财产保险股份有限公司发布公告称，根据《福建金融监管局关于叶远航海峡金桥财险公司董事、董事长任职资格的批复》（闽金复 〔2025〕304号），自2025年12月25日起，施培德不再担任公司董事长，叶远航担任公司董事长。 同日，另一则公告显示，经该公司董事会决议，自2025年12月25日起，施培德担任公司临时负责人，代行总裁职责。 关于指定临时负责人的信息披露公' 经本公司董事会决议,自2025年12月25日起 德先生担任本公司临时负责人,代行总裁职责。 特此公告。 海峡金桥财产保险股份有 2026年1月6日 海峡金桥财产保险股份有限公司 临时信息披露报告(2026)2号 ...