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Insurance stocks generally rose, and Ping An (601318.SH/2318.HK) H shares surged 5%! Sorting out the logic that institutions are optimistic about
Recently, with the introduction of the new “National Nine Rules” and the Securities Regulatory Commission's delisting opinions, the overall performance of the capital market has been enthusiastic, and there is no shortage of positive expectations for future bull markets.
Cainiao teamed up with China People's Insurance to establish a warehousing and logistics investment fund with an investment scale of 3 billion yuan
Jinwu Financial News | Cainiao released news that recently, Cainiao and People Insurance Capital jointly set up a warehousing and logistics equity investment fund to focus on investing in high-standard warehousing and logistics infrastructure in the Yangtze River Delta, Beijing-Tianjin-Hebei and other economic circles. The total assets invested by the fund are about 3 billion yuan. Cainiao and China People's Insurance Company cooperated for the first time to make a cornerstone investment in the fund. China Taiping (00966) and Shentong Express also participated in the investment.
Insurance stocks were collectively pressured, China's Taiping (00966) fell 4.1%, and institutions expect Q1 insurers' profit growth rate to remain under pressure
Jinwu Financial News | Insurance stocks were collectively pressured. AIA (01299) fell 4.55%, China Taiping (00966) fell 4.1%, Ping An of China (02318) fell 4%, China Life Insurance (02628) fell 2.7%, and Xinhua Insurance (01336) fell 2.37%. According to the news, Cathay Pacific Junan indicated that the 24Q1 equity market picked up in February-March after experiencing a pullback in January, but the increase was still below the 23Q1 level. It is expected that insurance companies will still have some pressure to include equity investment in FVTPL. Some companies benefit from grasping the theme of high-dividend assets, and investment performance is expected to be good
Insurance stocks were collectively pressured, and Xinhua Insurance (01336) fell 4.88%. Institutions say insurance valuations and positions are still at the bottom of history
Jinwu Financial News | Insurance stocks were collectively pressured. Xinhua Insurance (01336) fell 4.88%, China Financial Insurance (02328) fell 3.04%, China Taibao (02601) fell 3.03%, China Taiping (00966) fell 3.01%, China People's Insurance Group (01339) fell 2.73%, and China Life (02628) fell 2.54%. According to the Securities Times, according to statistics, under the new accounting standards, the five major A-share listed insurers China Insurance, China Life Insurance, China Ping An, China Taibao, and Xinhua Insurance in 2023 increased 5.6% year-on-year
Haitong Securities: The growth rate of life insurance premiums has increased significantly, and the monthly growth rate of industrial insurance has turned negative
The original premium income of personal insurance companies in February was +17% year-on-year, up 9pct from January; health insurance was +9% year-on-year, and the monthly growth rate of industrial insurance policies turned negative, but we are still optimistic about the long-term development of leading insurers.
CITIC Securities: Maintaining the “better than the market” rating in the life insurance industry favors leading companies in the long term
The Zhitong Finance App learned that CITIC Securities released a research report saying that looking at undervaluation+strong beta attributes in the short term and debt-side adjustments in the long term, maintaining the “better than the market” rating for the life insurance industry.
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