The net profit of A-share listed insurance companies increased by 70%, and China Life Insurance responded to low-interest rate risks with a "coordinated multi-objective" approach.

Currently, all five listed insurance companies in the A-share market have completed their performance disclosures for 2024, with Ping An, China Life, Taikang, PICC, and New China recording a net profit attributable to shareholders of 3,476...

wallstreetcn06:24 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

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

Choosing between A-shares or Hong Kong stocks, Technology or non-Technology? Goldman Sachs' Research Reports respond to two major hot topics in investing in China.

① Currently, should investors continue investing in Hong Kong Stocks or shift to the A-share market? Should the focus be on the Technology Sector or shift to Consumer, Real Estate, and other non-Technology sectors? ② On Wednesday, Goldman Sachs' chief China Stocks strategist, Liu Jinjing, provided an analysis in his report.

cls.cnMar 26 02:21 ET