gtja: Strengthening the connection between assets and liabilities to return to the "real growth" of insurance profits.

The fundamental reason for the mismatch on the liability side is the pressure of business assessment represented by premium scale and NBV. During the interest rate down cycle, there is a divergence between the new business profit growth and the new business value growth of insurance companies, and greater emphasis should be placed on the value growth of achievable investment returns.

Zhitong Finance01:11 ET

Denon Securities: Focus on the overall valuation improvement opportunities in the photovoltaic market. Fundamental improvement is the icing on the cake.

The National Energy Administration has released the statistics of the national electrical utilities industry from January to September. From January to September 2024, the newly installed capacity of photovoltaics in China was 160.88 GW, a year-on-year increase of 24.77%. Among them, in September, the newly added photovoltaic capacity was 20.89 GW, with a year-on-year increase of 32.38%.

Zhitong FinanceNov 19 20:46 ET

Right For Malaysia's Energy Transition To Include Nuclear

Business TodayNov 19 04:15 ET

Open Source Securities: In October, the growth rate of insurance company premiums fell, focusing on the 25-year anniversary preparations and product switch progress.

Currently, the market is concerned about the performance of the liability end in the early stages of 2025. From the perspective of NBV growth prospects, the impact of price may be greater than quantity. The convergence of individual and bancassurance, optimization of product structure, and further support for the improvement of value rates through the convergence of the scheduled interest rate.

Zhitong FinanceNov 19 02:05 ET

Express News | Shanghai Industrial-Unit to Subscribe for 15.8284% of Ping an REIT in PRC

ReutersNov 18 05:09 ET

Capital Flow | Beishui aggressively sold tracker fund of hong kong for over 5.7 billion Hong Kong dollars, continuously increasing positions in Tencent by over 4 billion Hong Kong dollars for 4 consecutive days.

Track the latest trends of southbound funds.

Gelonghui FinanceNov 15 05:29 ET