Trending Industry Today: CHINA LIFE Leads Losses In Insurance Stocks
Guotai Junan maintains the 'Shareholding' rating for the Insurance Industry, and it is expected that long-term capital market entry guidance will enhance equity Asset allocation.
Guotai Junan published a Research Report stating that on the liability side, adjustments to the guaranteed interest rate, the increase in the proportion of participating insurance, and the implementation of integrated multi-channel reporting will drive down the industry's liability costs. It is expected that by 2025, the NBV of listed companies will return to stable growth.
AIA (01299.HK) plans to grant 1.812 million restricted share subscription units.
On April 2, Gelonghui reported that AIA (01299.HK) announced that on March 24, 2025 (the last day of the registration period designated for the 2025 agency share purchase plan, starting on March 3, 2025), 5,524 participants have registered for the agency share purchase plan, to purchase shares monthly between May 1, 2025, and April 30, 2026. Based on the total contributions shown by participants for monthly share purchases for the 2025 plan year and the share price of HKD 60.15 on March 24, 2025, the company estimates that the 2025.
Soochow: Asset-liability resonance drives high growth in Insurance performance, maintaining the Industry "Shareholding" rating.
The bank expects that with the recovery of the domestic economy in the future, if long-term interest rates continue to rise, the pressure on insurance companies from the new fixed income investment returns will ease somewhat.
【Brokerage Focus】China Securities Co.,Ltd. pointed out that the liability side of the insurance industry is expected to experience increased quantity and improved quality. Bullish on the cyclical trend of Insurance stocks.
Jinwu Financial News | China Securities Co.,Ltd. Research Reports indicate that the liability side of the insurance industry is expected to see increased volume and improved quality, with bullish prospects for insurance assets. The institution states that from the liability side, the current product competitiveness remains prominent in horizontal comparisons, coupled with the continuous emergence of channel reform results and the sustained optimization of agent productivity, new policy premiums are still expected to achieve steady growth. From the asset side, with the introduction and effective implementation of a series of policies to stabilize growth, the macroeconomic growth momentum is likely to improve. This week, the People's Bank of China monetary policy committee meeting suggested increasing the intensity of monetary policy regulation, based on domestic and international economic financial conditions and the running of the financial market.
Economic observation of the first quarter | The insurance market is experiencing a "chilly spring": sales are cooling down and dividend insurance awaits a "breakthrough".
①In the first quarter, premium income has "cooled off". On one hand, this is influenced by the "high base" from the previous hot sales of savings insurance, and on the other hand, it is related to the regulatory restrictions on the maximum predetermined interest rates and the "one document for filing" policy. ②Against the backdrop of low interest rates, participating insurance products have certain competitive advantages, but for clients to truly trust and accept them, it requires guidance from high-quality agents and the accumulation of time.
