A股三大指数今日震荡走弱，截至收盘，沪指微跌0.07%报4082.98点录得15连阳，深证成指跌0.51%，创业板指跌0.82%。全市场成交额2.82万亿元，较前一 交易日缩量568亿元，超3700股上涨，超百股涨停。 | 上证指数 | 深证成指 | 北证5( | | --- | --- | --- | | 4082.98 | 13959.48 | 1508.3 | | -2.79 -0.07% -71.08 -0.51% +12.10 +0 | | | | 科创50 | 创业板指 | 万得全, | | 1455.17 | 3302.31 | 6659.2 | | +11.78 +0.82% -27.39 -0.82% +5.11 +0 | | | | 沪深300 | 中证500 | 中证A5( | | 4737.65 | 7894.54 | 5830.5 | | -39.01 -0.82% +19.46 +0.25% -29.68 -0 | | | | 中证1000 | 中证2000 | 中证红和 | | 7971.59 | 3356.89 | 5574.6 | | +65.17 +0.82% +42.98 ...

记者 老盈盈 岁末年初，经济观察报记者获悉，中国大地财产保险股份有限公司（下称"大地保险"）、阳光财产保险股份有限公司（下称"阳光财险"）已停止融资性信保 业务。 1月5日，记者以申请人身份致电阳光财险旗下的阳光闪贷保官方客服热线，阳光闪贷保客服表示，业务正在进行调整，新的业务申请无法办理，但此前已经 成功办理的保单和还款问题均不受影响。1月6日，记者致电大地保险旗下的大地时贷险官方客服热线，大地时贷险客服表示，目前公司业务正在进行调整， 无法办理新的申请。上述两家公司的客服人士表示，停止新业务办理是从2025年12月底、2026年元旦前开始执行的。 多名新近离职的大地保险、阳光财险信保业务人员对经济观察报记者表示，2025年的最后一周，他们陆续接到公司通知，称需要关停融资性信保业务，并对 该业务的从业人员进行调整和优化。部分人员已签署了N+1赔偿协议。 1月7日，记者向大地保险、阳光财险方面求证上述信息，并询问停止业务的原因。大地保险回应称，为顺应市场环境变化，更好聚焦主责主业、贯彻长远发 展规划，决定停止新增融资性保证保险业务；同时，相关工作严格依法依规开展，充分保障员工合法权益和存量客户服务延续性。截至 ...

| 代码 | 名称 | 现价 | 涨跌幅 ▲ | | --- | --- | --- | --- | | 002945 | 华林证券 | 16.92 | -10.00% | | 600909 | 华安证券 | 7.11 | -5.58% | | 601688 | 华泰证券 | 23.99 | -4.88% | | 601377 | 兴业证券 | 7.27 | -4.59% | | 601318 | 中国平安 | 70.05 | -4.63% | | 000776 | 广发证券 | 22.19 | -4.19% | | 601211 | 国泰海通 | 21.27 | -4.28% | | 600030 | 中信证券 | 28.56 | -3.19% | | 600958 | 东方证券 | 10.94 | -3.10% | | 000783 | 长江证券 | 8.48 | -3.09% | | 601108 | 财通证券 | 8.70 | -3.01% | | 002736 | 国信证券 | 13.37 | -2.98% | | 002961 | 瑞达期货 | 26.25 | -2.96% | | 600053 ...

Group 1 - The core viewpoint of the article is that AIA Group holds an optimistic outlook for growth in the mainland China and Hong Kong markets by 2026, driven by strong sales momentum and positive profit margin projections [1] - AIA Group anticipates that the Thai market will experience new business growth challenges in the fourth quarter of 2025 and the first half of 2026 due to a high base effect, as co-payment implementation in the first quarter of 2025 has brought forward demand [1] - Goldman Sachs has assigned a "Buy" rating to AIA Group with a target price of HKD 85 [1]

Core Viewpoint - Ping An Life has increased its stake in both China Merchants Bank and Agricultural Bank of China, triggering regulatory disclosures due to reaching 20% ownership thresholds in both banks by December 31, 2025 [1][2]. Group 1: Investment Actions - On January 8, Ping An Life announced it would reach a 20% stake in China Merchants Bank H-shares by December 31, 2025, with a book value of approximately 43.956 billion yuan [1]. - On January 7, Ping An Life disclosed a similar action for Agricultural Bank of China H-shares, also targeting a 20% stake by December 30, 2025, with a book value of around 32.428 billion yuan [2]. - Ping An Life's stake in China Merchants Bank H-shares is approximately 922 million shares, representing about 3.66% of the total share capital as of December 31, 2025 [3]. Group 2: Market Context and Trends - The trend of insurance capital increasing its equity investments is expected to continue, driven by the need for better investment returns amid declining market interest rates [4]. - Analysts predict that the insurance industry may see over 2 trillion yuan in new market funds by 2026, with a growing demand for dividend-yielding assets [4]. - Major state-owned banks like Industrial and Commercial Bank of China, China Construction Bank, and Bank of Communications are expected to remain attractive due to their stable operations and high dividend yields [4]. Group 3: Regulatory Environment - Insurance capital investments in bank stocks are subject to strict regulatory oversight, with a requirement for approval from financial regulatory authorities when ownership exceeds 5% [5]. - The regulation aims to prevent significant influence by shareholders on bank operations, ensuring the independence and stability of banking institutions [5].

Group 1 - The core point of the article is that Ping An Life has increased its stake in Agricultural Bank of China H-shares to 20%, triggering a mandatory disclosure under Hong Kong market rules [1] - This is the fourth increase in 2025, with previous increases occurring in February, May, and August, reaching 5%, 10%, and 15% respectively, each triggering a disclosure [1] - According to the China Insurance Industry Association, the number of times insurance funds have increased stakes in listed companies exceeded 30 in 2025, showing a significant increase compared to previous years [1] Group 2 - The financial sector, particularly banks, has become a core focus for insurance capital in terms of stake increases [1]

从资金净流入方面来看，保险证券ETF近3天获得连续资金净流入，最高单日获得1.44亿元净流入，合 计"吸金"3.43亿元，日均净流入达1.14亿元。 截至2026年1月8日 13:28，中证800证券保险指数(399966)成分股方面，华林证券(002945)领跌10.00%， 华安证券(600909)下跌4.91%，华泰证券(601688)下跌4.16%，兴业证券(601377)下跌4.07%，广发证券 (000776)下跌3.80%。保险证券ETF(515630)最新报价1.49元。 消息面上，今天金融板块超跌，机构指出，当前非银金融板块机构配置显著低配，公募主动型机构对非 银板块的超配比例为-4.67%（即低配4.67个百分点），三季报中机构对非银金融的配置分位数为24%， 处于相对不高状态；股价刚突破2024年9月高点，累计涨幅不明显，仍处相对较低位置；综合判断，非 银行业具备较好配置价值。配置节奏上，一季度是保险板块较好的时间节点，一方面有开门红的市场预 期，叠加货币政策和宏观政策推动扩大国内内需、消费，A股重新站上4000点，负债端和资产端逻辑顺 畅；2024年一季度基数不高，2025年开门红销量 ...

朋友们中午好，我是帮主郑重。上午这市场，指数是"静如处子"，而热点题材却是"动如脱兔"。沪指就 涨了那么0.09%，几乎是在"躺平"，但盘面上却是另一番热闹景象。这冰火两重天的格局，到底传递了 什么信号？下午我们又该如何应对？ 当前的策略核心依然是 "避高就低，等待轮动" 。不建议再去追买上午已经大幅拉升的热点板块。相 反，可以关注两类机会：一是寻找那些同样具备科技属性、但今天涨幅相对温和或有资金悄然流入的细 分方向（比如上午有所表现的半导体、AI智能体）；二是耐心等待，看资金下午或明天是否会从高位 的题材股中流出，重新回流到调整过的金融、新能源等板块，做一个潜在的轮动埋伏。 上午的盘面，可以说是 "科技想象力"的全面回归与"传统权重"的暂时休整。舞台的聚光灯，再次聚焦 在了最具未来感和话题性的板块上。脑机接口卷土重来，多只个股创出新高；商业航天延续强势，龙头 股已斩获四连板；就连 "可控核聚变" 这样的前沿概念也表现积极。这说明什么？说明在指数高位震 荡、缺乏明确向上突破动力的阶段，市场的风险偏好依然很高，但资金的选择变得非常聚焦和极致—— 它们宁愿去追逐那些故事宏大、想象空间无限、且暂时无法证伪的"未来产 ...

相关报告：智研咨询发布的《2026-2032年中国保险行业发展分析及投资前景预测报告》 2025年1-11月宁波市原保险保费收入共计600.82亿元，同比增长15.31%，宁波市累计原保险保费收入不 同险种类别中寿险占比最高，为342.08亿元，占比56.94%。 数据来源：国家金融监督管理总局，智研咨询整理 上市企业：天茂集团（000627），中国平安（601318），中国人保（601319），新华保险（601336）， 中国太保（601601），中国人寿（601628） 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2020年-2025年1-11月宁波市累计原保险保费收入统计图 ...

Core Viewpoint - The insurance premium income in Qingdao reached 71.674 billion yuan from January to November 2025, showing a year-on-year growth of 9.83% [1] Group 1: Insurance Premium Income - The total original insurance premium income in Qingdao for the period was 71.674 billion yuan [1] - Life insurance accounted for the highest share of the total premium income, amounting to 44.034 billion yuan, which represents 61.44% of the total [1] Group 2: Industry Analysis - The report titled "2026-2032 China Insurance Industry Development Analysis and Investment Prospect Forecast" was released by Zhiyan Consulting [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing comprehensive industry research reports and customized services [1]