Major measures for financial opening! Lowering the access threshold for Financial Institutions from Hong Kong and Macao to the mainland. How will capital from Hong Kong and Macao ignite the mainland Insurance market?
① On one hand, it will help accelerate overseas Financial Institutions' investment in China's Insurance market, partially alleviating the current capital tightness in the Insurance Industry; ② On the other hand, it will also be beneficial in introducing products and experiences from mature Insurance markets; ③ Some experts believe that if a capital investment of billions of dollars comes in, it could leverage a large-scale premium.
Hong Kong stocks are fluctuating | The Mainland Insurance Companies expanded their gains at the close as regulators continue to guide insurance companies to reduce liability costs. The rise in long-term interest rates helps alleviate allocation pressure.
The Mainland Insurance Companies' gains expanded at the close, as of the time of writing, New China Life Insurance (01336) rose by 6.89%, priced at 28.7 Hong Kong dollars; China Pacific Insurance (02601) rose by 6.39%, priced at 25.8 Hong Kong dollars; The People's Insurance (01339) rose by 5.12%, priced at 4.11 Hong Kong dollars; Ping An Insurance (02318) rose by 4.73%, priced at 48.7 Hong Kong dollars.
Guosen: In 24Q4, the yield on Insurance investment significantly rebounded, remaining Bullish on long-duration Bonds and high-dividend Stocks allocation opportunities.
In the context of "Asset Scarcity," expanding investment channels for Insurance has become an important means of stabilizing medium to long-term investment returns. The bank remains Bullish on allocation opportunities in long-duration Bonds and high-dividend Stocks.
Goldman Sachs Keeps Their Sell Rating on New China Life Insurance Co., Ltd. Class H (1336)
Mainland Insurance Companies increased against the market trend, New China Life Insurance (01336) rose by 5.67%. Institutions indicate that the long-end interest rate trend remains one of the important influencing factors for the valuation center.
Golden Financial News | Mainland Insurance Companies rose against the market; New China Life Insurance (01336) increased by 5.67%, China Life Insurance (02628) increased by 4.34%, and Ping An Insurance (02318) increased by 2.54%. The National Financial Regulatory Bureau announced that commercial banks achieved a cumulative net income of 2.3 trillion yuan last year. In the fourth quarter of last year, the average return on capital for commercial banks was 8.1%, and the average return on assets was 0.63%. At the end of the fourth quarter of 2024, the balance of loan loss provisions for mainland commercial banks was 6.9 trillion yuan, a decrease of 148.6 billion yuan from the previous quarter; the provision coverage ratio was 2.
Huachuang Securities: Under the new standards, the quarterly performance fluctuations of insurance companies are the main focus in the short term.
The current core concern in the Insurance Sector remains the potential "interest spread loss" crisis, and the trend of long-term interest rates continues to be one of the key factors influencing the valuation center; under the new standards, quarterly performance volatility is the main short-term focus.
Hong Kong stocks are moving differently | Mainland Insurance Companies are collectively rising, and the investment return rate in the Industry in 2024 has significantly improved. Institutions state that both the liability and asset sides in the Industry h
Mainland Insurance Companies collectively rose. As of this writing, New China Life Insurance (01336) increased by 6.24% to 28.1 HKD; China Life Insurance (02628) rose by 5.13% to 15.98 HKD; CHINA TAIPING (00966) climbed by 3.77% to 12.66 HKD; Ping An Insurance (02318) increased by 3.28% to 48.75 HKD.
New China Life Insurance (01336.HK) was subject to a shareholding reduction of 0.1534 million shares by Blackrock.
On February 21, according to the latest equity disclosure information from the Stock Exchange, on February 13, 2025, New China Life Insurance (01336.HK) was reduced by BlackRock, Inc. in the market, selling 0.1534 million shares at an average price of 24.80 HKD per share, involving approximately 3.8043 million HKD. After the Shareholding reduction, the latest number of shares held by BlackRock, Inc. is 51,573,436 shares, and the shareholding ratio has decreased from 5.00% to 4.99%.
Insurance capital frequently welcomes policy dividends in the market. Are there still constraints? Voices from the Industry have emerged | Focus on long-term capital entering the market②
① Equity investments intensify the consumption of capital, and life insurance companies continue to face pressure for capital replenishment; ② The large minimum capital requirements significantly restrict the scale of insurance capital entering the market, creating a dilemma between capital occupation and returns for insurance companies; ③ The industry calls for the introduction of measures to reduce capital occupation and provide incentives.
After the surge of DeepSeek, Insurance Institutions continue to get involved, do small and medium insurance companies have an opportunity for a "comeback"?
① Currently, the application areas of Insurance Institutions connecting to the DeepSeek large model mainly focus on providing information to agents, and will expand to asset management, risk control, and other full-link business scenarios in the future. ② Small and medium-sized Insurance Institutions have relatively limited human and technical resources, and the DeepSeek model offers a high cost-performance ratio. Users can utilize more advanced AI technology to be more competitive in a data-driven market.
Express News | BlackRock's Long Position in H Shares of New China Life Insurance Increases to 5.00% on Feb 12 From 4.33% - Filing
February 17 Insurance Daily丨Central Huijin will hold a controlling stake in China Agricultural Reinsurance! The switch of accounting standards reshapes the Industry landscape, and many insurance companies performed a "magic trick" to report profits last y
The transfer of equity has increased to five Institutions. On February 14, the Central Huijin announced that the company's controlling Shareholder, the Ministry of Finance, will transfer all of its shares in the company, accounting for approximately 55.90% of the total issued shares, to Central Huijin Investment Co., Ltd. free of charge. The company is currently preparing for regulatory approval procedures. After the transfer is completed, the Ministry of Finance will no longer hold any shares in China Re, and Central Huijin will hold approximately 55.90% of the shares in China Re, becoming the company's controlling Shareholder. (Shanghai Securities Journal) The switch in accounting standards is reshaping the Industry landscape, with several Insurance companies reporting profit changes last year.
SWHY: Medium and long-term funds focus on 5 types of targets for market entry, insurance companies welcome a new wave of stock acquisitions.
The entry of medium- and long-term funds into the market has entered a stage of implementation, with insurance capital playing a key role. The current wave of stake acquisitions is expected to continue, and further support for policies on the asset side is yet to be released.
Those Who Invested in New China Life Insurance (SHSE:601336) a Year Ago Are up 62%
Selected announcements|HUA HONG SEMI's Q4 sales revenue increased by 18.4% year-on-year; AAC TECH's net income for 2024 is expected to increase by over 130%-145%.
In January, New China Life Insurance's original premium income increased by more than 30% year-on-year; CGN NEW ENERGY generated 1,527.6 gigawatt-hours in January, a decrease of 7.5% year-on-year.
Gelonghui Announcement Selection: Zhejiang Huayou Cobalt's controlling Shareholder intends to increase Shareholding of 0.3 billion yuan to -0.6 billion yuan in company shares; New East New Materials has not signed a service cooperation agreement with Deep
【Hot Spot】Zhewen Interactive Group (600986.SH): has implemented local deployment of DeepSeek, but the company has not signed a service cooperation agreement with DeepSeek. New East New Materials (603110.SH): has not signed a service cooperation agreement with DeepSeek. Capital Online Data Service (300846.SZ): recently completed a full range of model adaptation work for DeepSeek and has launched the DeepSeek-R1 model. ABT Networks (688168.SH): some cybersecurity products have been integrated into the DeepSeek series of large models. WPG (Shanghai) Smart Water Public Co.,Ltd. (603956)
New China Life Logs 32% Boost in January Premium Income
New China Life Insurance (601336.SH): The premium income in January was 39.449 billion yuan, an increase of 32% year-on-year.
On February 13, Gelonghui reported that New China Life Insurance (601336.SH) announced that the accumulated original insurance premium income from January 1 to January 31, 2025, was 39.449 billion yuan, a year-on-year increase of 32%. The company's business across various channels has performed well, with excellent personnel continuing to grow, significantly enhancing the business scale, and the results of the company's reforms, innovations, and high-quality development are increasingly evident.
Express News | New China Life Insurance - Accumulated Gross Premium Income of New China Life Insurance Company for Jan Was RMB39,448.98 Mln
The U.S. dollar deposit interest rates have "plummeted from high levels," leading to a trend of funds moving to Hong Kong to increase allocation to high-yield U.S. dollar Assets, making Hong Kong insurance products favored.
① Due to Hong Kong's current implementation of the "linked exchange rate system" which is fixed to the USD, domestic dollar deposit interest rates have been lowered, but Hong Kong is not affected. ② For a long-term economic cycle with market interest rates in a downward environment, the capital gains potential is limited, and Asset allocation focuses more on the long term.