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.

Zhitong FinanceFeb 25 04:03 ET

【Brokerage Focus】 China Merchants International maintains an "Outperform Market" rating for the Insurance Industry, driven by improvements in investment returns on the Assets side, leading to significant upward potential for Sector valuation.

Jinwu Finance | According to the research reports from CCB International, in 2024, the total amount of insurance funds used in the industry will reach 33.26 trillion yuan, an increase of 15.1% year-on-year, which is higher than the industry's premium income growth rate of 11.2%. Among these, the amount of insurance funds used by life insurance companies will be 29.95 trillion yuan, a year-on-year increase of 15.8% (with life insurance premium income growth rate of 13.3%), accounting for 90.1%; the amount of insurance funds used by property insurance companies will be 2.2 trillion yuan, a year-on-year increase of 9.7% (property insurance premium income growth rate of 5.3%), accounting for 6.7%. The annualized financial/comprehensive investment return rate for the industry in Q4 2024 is 3.43%/7.

Jinwu Financial NewsFeb 25 00:15 ET

Goldman Sachs Keeps Their Sell Rating on New China Life Insurance Co., Ltd. Class H (1336)

TipRanksFeb 24 11:15 ET · Ratings

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.

Jingwu Financial NewsFeb 24 02:13 ET

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.

Zhitong FinanceFeb 23 21:52 ET

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.

cls.cnFeb 17 20:51 ET