Direct coverage of The People's Insurance Earnings Conference: Executives discuss for the first time the accident rate in intelligent driving and the moderate allocation of high dividend rate equity Assets.

① Yu Ze introduced that after using Asia Vets driving, the accident rate has slightly decreased, and currently, the compensation rate is acceptable, but the main risk of Asia Vets driving lies in the collective risk brought about by OTA upgrades or system failures. ② It is necessary to continuously optimize the structure of Assets Hold Positions, steadily increase the proportion of OCI equity, and moderately allocate high dividend yield OCI equity assets. ③ The sensitivity of data in the Insurance Industry is extremely high, focusing on the challenges and opportunities brought by domestic large models.

cls.cnMar 28 11:06 ET

Directly addressing the China Pacific Insurance Earnings Conference: The management of liability costs and investment pressure continues to increase. By 2025, there will be an increase in allocation to long-term interest rate bonds without over-concentrat

① Continue to strengthen the allocation of long-term interest rate bonds to effectively extend the duration of Fixed Income Assets; ② Actively and effectively increase the allocation of equity assets and alternative investments such as unlisted equities; ③ High dividend stocks in Hong Kong are very attractive, and there will not be excessive stakes in a single Industry.

cls.cnMar 27 19:38 ET

Last year, net additions exceeded 100 billion. China Life Insurance executives stated at the Earnings Conference: remain optimistic; the proportion of equity investment will be moderately increased by 2025.

① In 2024, the net increase in positions will exceed 100 billion for the whole year, and the proportion of equity Asset investments will moderately increase in 2025, continuing to steadily allocate high-dividend and low-volatility assets. ② It is necessary to consider the company's ability to pay after dividends and the impact of profit fluctuations, and to smooth the dividend levels.

cls.cnMar 27 08:51 ET

Last year's profits tripled, and New China Life Insurance's annual report reallocates high-dividend assets.

The allocation to high dividend OCI Assets has increased to 500%.

wallstreetcnMar 27 07:37 ET

The People's Insurance: In 2024, net profit soared by 88.8%, investment return rate reached 5.6%, and property insurance underwriting profit fell sharply by 44%.

Key points: Profit soars, investment-driven: The People's Insurance Group's net income attributed to shareholders for 2024 reaches 42.151 billion yuan, a year-on-year surge of 88.8%, mainly driven by a significant increase in investment income. EPS nearly doubles: Basic EPS increases from 0.50 yuan in 2023 to 0.95 yuan, reflecting a growth rate of 90%. Revenue grows steadily: Insurance service income is 537.709 billion yuan, a year-on-year increase of 6.7%; original premium income is 693.015 billion yuan, a year-on-year increase of 4.7%. Investment returns are impressive: Total investment income amounts to 82.163 billion yuan, a year-on-year increase.

wallstreetcnMar 27 06:25 ET

Honghu Private Equity has increased by another 20 billion, and the China Life Insurance Earnings Conference revealed the "increased investment plan".

High dividend + low volatility dividends + alternative Assets are the focus of equity allocation.

wallstreetcnMar 27 02:22 ET