来源：环球市场播报 全年净利润飙升 47%，达到创纪录的 48 亿美元 瑞士再保险总部前的公司标志 瑞士再保险全年净利润大增 47%，达到创纪录的 48 亿美元，超过了公司此前给出的 2025 年 "高于 44 亿美元" 的指引。 该计划包括去年年底宣布的每年常态化 5 亿美元回购，以及本次额外追加的 10 亿美元。 该股在早盘交易中上涨约 5%，创下去年 12 月投资者日（曾压制股价）以来的最高水平。 摩根大通分析师称，此次意外加码回购是 "一系列增强韧性举措与强劲的瑞士偿付能力测试比率的最终 体现"。 杰富瑞在给客户的报告中写道，这一举措反映出在定价周期走软时常见的主动型资本管理模式 —— 承 保商优先考虑资本回报，而非盲目追求业务规模。 基夫 - 布鲁耶特 - 伍兹（KBW）的分析师则持更为谨慎的态度，鉴于总资本回报略高于全年净营运资本 生成量，他们对这类派息的可持续性提出质疑。 全年业绩 增长主要得益于财险与意外险业务稳健的承保纪律以及巨灾损失温和，抵消了寿险与健康险业务表现疲 软的影响。 第四季度业绩 瑞士再保险在发布季度业绩的同时，意外宣布10 亿美元股票回购计划，释放出更积极的资本回报信 号，推 ...

跨国企业承保等跨境业务需求激增，为国际再保险中心提供了广阔的市场空间，尤其在全球承保、风险管理和资本流动方面蕴含着巨大潜力。 作为"保险的保险"，再保险天然具有国际化属性，一直以来被视为增强国际金融中心竞争力和影响力的关键突破口之一。 立足"十五五"新发展阶段，上海明确提出，要"提升国际再保险承保能力和服务水平"。 业内普遍认为，依托中国庞大的市场潜力，叠加金融与科技基础设施支撑，上海打造具有国际竞争力的再保险中心，前景广阔、未来可期。 年交易保费超百亿元 "十四五"期间，我国保险业在市场地位、风险覆盖范围、服务实体经济等方面均取得了跨越式发展，全球第二大保险市场的地位愈发坚实。 但与直保市场相比，我国再保险市场发展仍显滞后：市场规模位列全球第七，再保险渗透率仅4.6%，远低于12.5%的全球平均水平，巨大的市场潜力亟待 释放。 这一目标的背后，正汇聚天时、地利、人和等多重优势：一方面，中国稳居全球第二大保险市场，更是未来全球保险业务最大的增量市场之一，为再保险 行业发展筑牢根基；另一方面，国家与地方层面的顶层设计持续完善，政策支持力度空前，直保与再保机构在上海的聚集效应加速凸显，市场生态已初具 规模。 | ...

在曾上游之前，人保再保党委书记、总裁、行政责任人由张青担任，后于2025年8月辞任相关职务。目 前已不再高管序列。几乎同一时间，人保再保原董事长肖建友于2025年10月辞任该职务，不过肖建友仍 是人保集团副总裁、人保寿险总裁。 登录新浪财经APP 搜索【信披】查看更多考评等级 原标题：人保再保或换将！集团董秘曾上游出任党委书记、临时负责人，肖建友已于3个月前辞任董事 长；去年前三季度盈利超6亿，同比增长247% 来源：险企高参 2026年1月26日，人保再保发布公告，行政责任人由集团董事会秘书曾上游兼任，同时曾上游亦担任人 保再保党委书记、临时负责人。 近日，人保再保险股份有限公司（以下简称：人保再保）发布股权投资风险责任人信息披露公告，明确 两类责任人信息：行政责任人由张青变为集团董事会秘书曾上游兼任，专业责任人仍为人保再保副总裁 陈龙清担任。值得一提的是，曾上游亦担任人保再保党委书记、临时负责人。 作为中国人保旗下的专业再保险公司，2025年前三季度，人保再保主要经营指标稳步增长。实现保险业 务收入为80.34亿元，同比增长7.88%。净利润6.05亿元，同比大幅增长247.7%。 曾上游兼任党委书记、临 ...

会议明确，2026年，中国再保要坚持以习近平新时代中国特色社会主义思想为指导，深入贯彻党中央决 策部署，坚持用改革精神和严的标准管党治企，担当作为、攻坚克难，重点做好七方面工作。一是始终 将党的政治建设摆在首位，树立正确的政绩观，扎实做好金融"五篇大文章"，提升各级干部政治能力。 二是深入贯彻新时代党的组织路线，为集团高质量发展提供强有力干部人才支撑。三是扎实开展"党建 效能提升年"，实现"两个功能"融入中心工作的效能明显提升。四是高质量编制"十五五"规划，做好战 略任务分解落地。五是全面深化改革创新，增强高质量发展动能，强化集团管控引领，调动子公司经营 管理主动性、积极性，进一步提升国际化、数字化发展水平。六是认真贯彻落实自我革命"五个进一步 到位"重要要求，以更高标准更实举措推进全面从严治党。七是积极建设中再特色企业文化，为世界一 流建设凝聚发展合力。 会议要求，2026年，集团系统经营管理工作要坚决贯彻"发展有规模、承保增效益、投资要稳健"的经营 理念，以改革求突破、以转型促发展、以创新增动能、以管理提质效，守稳筑牢风险防线，不断增强经 营发展韧性，奋力实现"十五五"良好开局，谱写高质量发展新篇章。 本 ...

Core Viewpoint - China Reinsurance aims to enhance its political construction and operational management in 2026, focusing on reform and innovation to achieve high-quality development and effectively support national strategies [1][2]. Group 1: Meeting Highlights - The meeting emphasized the importance of political construction, with a commitment to improving the political capabilities of all levels of management [2]. - China Reinsurance reported a risk coverage amount exceeding 87.5 trillion yuan, reflecting an 11.4% year-on-year increase [1]. - The company was recognized as the first "internationally active insurance group" in China, indicating significant operational improvements [1]. Group 2: Strategic Focus for 2026 - The company will prioritize political construction and establish a correct performance view while enhancing the integration of party building into core operations [2]. - A focus on high-quality development will be supported by a strong talent pool and effective organizational strategies [2]. - The company plans to deepen reforms and innovations, aiming to enhance internationalization and digital development levels [2]. - The operational philosophy for 2026 will emphasize scale, efficiency in underwriting, and stable investment, aiming for a strong start to the 14th Five-Year Plan [2].

SCOR (OTCPK:SCRY.Y) Update / briefing February 04, 2026 08:00 AM ET Company ParticipantsAndrew Baker - Head of European Insurance ResearchBen Cohen - DirectorDarius Satkauskas - Director of Equity ResearchIain Pearce - Executive DirectorJames Shuck - Head of European Insurance Equity ResearchJean-Paul Conoscente - CEOThomas Fossard - Head of Investor RelationsConference Call ParticipantsBenoit Valleaux - Sell-side Insurance AnalystChris Hartwell - Insurance Research AnalystMichael Huttner - Insurance Analys ...

Core Viewpoint - China Reinsurance announced the nomination of Lü Zhi as a candidate for the non-executive director of the fifth board, pending approval from the shareholders' meeting [1][4]. Group 1 - Lü Zhi's term will commence upon approval of his director qualification by the National Financial Regulatory Administration and will last until the end of the fifth board's term, with the possibility of re-election [1][4]. - Lü Zhi was born in December 1975 and holds a PhD in Philosophy [3][6]. - Prior to joining China Reinsurance, Lü Zhi held various positions at Schlumberger, including field engineer and market development manager, and served as a senior manager at China Investment Corporation [3][6]. Group 2 - Lü Zhi is currently a director at China Galaxy Financial Holdings, China Galaxy Asset Management, and Galaxy Fund Management [3][6].

Core Viewpoint - China Reinsurance (01508) announced the nomination of Mr. Lü Zhi as a candidate for the non-executive director of the fifth board of directors, pending approval from the company's shareholders [1] Group 1 - Mr. Lü Zhi's appointment is subject to approval by the company's shareholders [1] - The term of the appointment will commence from the date of approval of his director qualification by the National Financial Regulatory Administration and will last until the end of the fifth board's term [1] - The term can be renewed upon expiration [1]

Core Viewpoint - China Reinsurance (Group) Corporation has received regulatory approval for amendments to its articles of association, which will take effect from January 23, 2026, following a resolution passed at the 2025 first extraordinary general meeting of shareholders [1][5]. Group 1 - The amendments to the articles of association were approved by the National Financial Regulatory Administration, aimed at complying with laws and regulations while considering the company's actual situation [1][5]. - The extraordinary general meeting was held on November 28, 2025, where the relevant proposals for the amendment were reviewed and approved [1][5]. - Following the amendments, the company will no longer have a supervisory board, and the powers previously held by the supervisory board will be transferred to the audit committee of the board of directors [1][5]. Group 2 - The supervisory board members, including Zhu Hailin, Zeng Cheng, Qin Yueguang, and Li Jingye, will no longer hold their positions, and they have confirmed no disagreements with the board of directors or the supervisory board [2][6]. - The board of directors and the supervisory board expressed gratitude for the significant contributions made by the former supervisory board members during their tenure [2][6].

Core Viewpoint - Shanghai is continuously enhancing its business environment through systematic reforms, aiming to create a world-class market-oriented, law-based, and international business environment to support high-quality development [10][13]. Group 1: Business Environment Reforms - The 2026 Action Plan for Optimizing the Business Environment was released, marking the ninth consecutive year of such initiatives, evolving from "point breakthroughs" to "systematic reforms" [10]. - Shanghai's business environment has been rated as the best globally in 22 assessment points according to the World Bank's latest survey of 119 economies [13]. - The implementation of "one industry, one certificate" and "one network for all services" has significantly reduced the number of required documents and processing times for businesses [11]. Group 2: Technological and Regulatory Innovations - The introduction of a new regulatory framework for autonomous driving technology allows for real-time data synchronization with regulatory platforms, fostering innovation [13]. - The establishment of a city-level foreign-related intellectual property protection coordination mechanism aims to reduce the costs of cross-regional rights protection for enterprises [13]. Group 3: Systematic Problem Solving - The approach to business environment improvement has shifted from addressing individual issues to solving systemic problems, enhancing overall operational efficiency [12]. - Dedicated personnel in economic zones facilitate communication between businesses and various government departments, addressing issues like traffic congestion and infrastructure needs [12]. Group 4: High-Level Open Economy - Shanghai is exploring regulatory frameworks for high-tech industries, such as CAR-T cell commercialization, ensuring efficient processing from import to production [14]. - The establishment of the Shanghai International Reinsurance Registration Trading Center is set to enhance global reinsurance business efficiency [15]. - The replication of 77 pilot measures from the Shanghai Free Trade Zone to the national level signifies the city's role as a model for higher-level opening-up [15].