1月28日金融一线消息，国家金融监督管理总局发布批复，核准李玲中国人民财产保险股份有限公司董 事的任职资格。 1月28日金融一线消息，国家金融监督管理总局发布批复，核准李玲中国人民财产保险股份有限公司董 事的任职资格。 责任编辑：秦艺 责任编辑：秦艺 ...

证券之星消息，1月28日保险板块较上一交易日下跌0.38%，中国平安领跌。当日上证指数报收于4151.24，上涨0.27%。深证成指报收于14342.9， 上涨0.09%。保险板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交重(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601336 | 新华保险 | 82.69 | 0.93% | 27.23万 | 22.51 Z | | 601601 | 中国太保 | 44.18 | -0.05% | 53.51万 | 23.75 7 | | 601628 | 中国人寿 | 48.34 | -0.33% | 26.45万 | 12.84 Z | | 601319 | 中国人保 | 9.08 | -0.55% | 98.80万 | 8.99 Z | | 601318 | 中国平安 | 64.75 | -0.86% | 199.29万 | 129.53亿 | 从资金流向上来看，当日保险板块主力资金净流出6.02亿元，游资资金净流出1.12亿元，散户资金净流入7.14亿元。保险板块个股资金 ...

Core Viewpoint - China Life Insurance Company announced that the unclaimed 2019 final dividend of RMB 0.73 per share (equivalent to HKD 0.79954) declared on March 25, 2020, will be forfeited and returned to the company if not claimed by March 25, 2026 [1][4][7]. Group 1 - The company board has exercised its right to forfeit unclaimed dividends in accordance with its articles of association and relevant laws and regulations [7]. - Shareholders entitled to the unclaimed dividend are urged to contact the company's H-share transfer agent, Hong Kong Central Securities Registry Limited, before the deadline [7].

智通财经APP讯，中国人寿(02628)发布公告，公司董事会宣布，于2020年3月25日宣派而于2026年3月25 日仍未领取的2019年度末期股息每股人民币0.73元(相等于港币0.79954元)将予以没收及收归公司。 ...

Group 1: Non-Bank Financial Industry - The public fund performance benchmark has officially been implemented, with the preset interest rate research value decreasing by 1 basis point week-on-week [6][7] - The non-bank index fell by 1.5%, underperforming the CSI 300 by 0.9 percentage points, with both brokerage and insurance indices showing a synchronized decline of -0.6% and -4% respectively [6][7] - The average daily trading volume of stock funds decreased by 15.8% week-on-week to 34,429 billion yuan, while the margin financing balance slightly decreased by 0.3% to 2.72 trillion yuan [6] Group 2: TuoJing Technology (688072) - TuoJing Technology is a leading domestic semiconductor thin film deposition equipment company, with a significant revenue increase from 440 million yuan in 2020 to 4.1 billion yuan in 2024, reflecting a compound annual growth rate of 75% [11][12] - The company has established a dual-platform driven structure focusing on thin film deposition and advanced bonding equipment, with a strong market demand evidenced by an order backlog of approximately 9.4 billion yuan, a year-on-year increase of about 46% [11][12] - The global thin film deposition equipment market is projected to reach approximately 24.4 billion USD by 2025, with the domestic market estimated at around 10.2 billion USD, indicating substantial room for domestic substitution [12][13] Group 3: Food and Beverage Industry - The average price of raw milk has remained low, with a current price of 3.03 yuan per kilogram, reflecting a slight increase of 0.01 yuan week-on-week, while the industry is approaching a supply-demand turning point [16][17] - The restaurant sector is showing signs of recovery, with December 2025 retail sales of social consumer goods reaching 45,136 billion yuan, a year-on-year increase of 0.9%, and restaurant income growing by 2.2% year-on-year [16][17] - The food and beverage sector saw a decline of 1.41%, underperforming the CSI 300 index by 0.79 percentage points, with snack foods performing well, increasing by 6.12% [18][19]

凡有权收取但仍未收取以上股息的股东，请尽快惟不迟于2026年3月25日下午4时30分前联络本公司的H 股股份过户登记处香港中央证券登记有限公司，地址为香港湾仔皇后大道东183号合和中心17M楼。 格隆汇1月28日丨中国人寿(02628.HK)公布，根据公司章程规定，在遵守中国有关法律、法规、规章及 公司股票上市地证券监管机构有关规定的前提下，对於无人认领的股息，公司可在适用的有关时效期限 届满後行使没收权力。据此，公司董事会宣布，于2020年3月25日宣派而于2026年3月25日仍未领取的 2019年度末期股息每股人民币0.73元(相等于港币0.79954元)将予以没收及收归公司。 ...

Core Viewpoint - Morgan Stanley maintains an optimistic outlook on AIA Group (01299) and raises its target price by 16% from HKD 96 to HKD 111, while keeping an "Overweight" rating [1] Group 1: Business Performance - AIA's new business value is expected to grow strongly in 2025, projected to increase by 17% at constant exchange rates, laying a solid foundation for 2026 [1] - The total new business value for AIA in 2025 is anticipated to reach USD 5.58 billion, reflecting an 18% year-on-year increase when adjusted for actual exchange rates (AER), driven by robust growth in Hong Kong, Thailand, and Singapore markets, with increases of 28%, 19%, and 19% respectively [1] - Despite a slight normalization in growth to 13% in the fourth quarter, the overall performance remains robust [1] Group 2: Financial Projections - The company is expected to achieve a 13% and 18% year-on-year growth in operating profit and embedded value per share, respectively [1] - Morgan Stanley has revised its forecasts for AIA's new business value growth for 2026 and 2027 to 16% and 15%, respectively, reflecting confidence in the company's long-term profitability [1] Group 3: Shareholder Returns - AIA plans to repurchase USD 2.3 billion in shares and distribute USD 2.7 billion in dividends in 2025, with an expected total shareholder return rate exceeding 4% [1] - The company may announce a new round of share buyback plans during the release of its annual results in March this year, further enhancing shareholder value [1]

Core Viewpoint - Morgan Stanley maintains an optimistic outlook on AIA Group (01299) and raises its target price by 16% from HKD 96 to HKD 111, while keeping an "Overweight" rating [1] Group 1: Business Performance - AIA's new business value is expected to grow strongly in 2025, projected to increase by 17% at constant exchange rates, laying a solid foundation for 2026 [1] - The total new business value for AIA in 2025 is anticipated to reach USD 5.58 billion, reflecting an 18% year-on-year increase when adjusted for actual exchange rates (AER), driven by robust growth in Hong Kong, Thailand, and Singapore markets, with increases of 28%, 19%, and 19% respectively [1] - Despite a slight normalization in growth to 13% in the fourth quarter, the overall performance remains robust [1] Group 2: Financial Projections - The company is expected to achieve a 13% and 18% per share growth in operating profit and embedded value, respectively, for the year [1] - Morgan Stanley has raised its forecasts for AIA's new business value growth for 2026 and 2027 to 16% and 15%, respectively, reflecting confidence in the company's long-term profitability [1] Group 3: Shareholder Returns - AIA plans to repurchase USD 2.3 billion in shares and distribute USD 2.7 billion in dividends in 2025, with an expected total shareholder return rate exceeding 4% [1] - The company may announce a new round of share buyback plans during the release of its annual results in March this year, further enhancing shareholder value [1]

Market Overview - A-shares showed mixed performance last week, with trading volume remaining high [1] Macroeconomic Data Analysis - In Q4 2025, actual GDP growth rate declined by 0.3 percentage points to 4.5%, with an annual growth rate of 5%, aligning with market expectations [3][18] - Net exports contributed positively to economic growth, increasing from 1.4% to 1.2%, while investment and consumption contributions decreased [18] - December retail sales growth fell for the seventh consecutive month, dropping from 1.3% in November to 0.9% in December, below the market expectation of 1.0% [18] - Fixed asset investment growth continued to decline in December, reaching -3.8%, also below market expectations [4][19] - Real estate development investment saw a significant drop, with cumulative year-on-year growth at -17.2% and monthly growth at -35% [19] Investment Outlook - The market is experiencing a divergence, with high trading volume and a slight decrease in financing levels [8][21] - Short-term views indicate a favorable liquidity environment, supported by a weak dollar cycle and gradual appreciation of the RMB, alongside active institutional funds [9][22] - Concerns about the end of the spring market rally are growing, but no significant policy tightening or fundamental deterioration has been observed [22] - Mid-term perspectives favor technology growth as a key direction, with expectations of gradual improvement in the economic fundamentals [10][23] - Long-term views highlight the ongoing U.S.-China strategic competition, with potential support for China's equity market from foreign capital inflows [11][25] Industry Insights - Defensive dividend sectors are entering an observation phase, while aggressive sectors may face pressure [12][26] - Continued focus on technology, particularly in AI and related fields, is expected to drive performance [12][26] - The market is likely to see opportunities in sectors benefiting from domestic demand and high economic activity, such as chemicals and construction materials [12][26]

1月28日金融一线消息，国家金融监督管理总局发布批复，核准中国人寿保险（海外）股份有限公司修 改后的公司章程。 责任编辑：秦艺 1月28日金融一线消息，国家金融监督管理总局发布批复，核准中国人寿保险（海外）股份有限公司修 改后的公司章程。 责任编辑：秦艺 ...