HU-CPIC@EC2609A

JPMorgan Cuts Stake in China Pacific Insurance by 1.744609 million Shares

Hivemind Capital Partners With CPIC Investment Management (Hong Kong) Limited On RWA Tokenization Fund Strategic Partnership

Yi Fa Securities Analyst Recommends Buying Shares in China Pacific Insurance

CPIC Announces 2025 Premium Income, Significant Growth in Bank Insurance Channel

China Pacific Insurance Group's Subsidiaries' Original Insurance Premium Income in 2025

Taiping Asset Buys Stake in Shanghai Airport to Reach Holding Threshold

CPIC Announces Major Wellness and Health Strategy and New Ecosystem Vision

Shanghai Xingqi Hengtai's establishment may be related to risk disposal of Shanghai Life Insurance

China Pacific Insurance Resolves to Dissolve Its Supervisory Board and Receives Approval from Regulatory Authority

CPIC Reports 5.32% YOY Growth in First 11 Months Premium Income

CPIC Secures Multiple ESG Acknowledgements in 2025

China Pacific Insurance Subs Publish 2025 YTD Original Insurance Premium Income Data

Shanghai Xingqi Hengtai Enterprise Management Partnership Established with Joint Capital Investment

CPIC P&C Customizes Insurance Services for Jiusi Smart

CPIC Shares Experience in Asset-Liability Management Under Low Interest Rates

CPIC Completes the First Rice Seed Production Insurance Claim Nationwide

Establishment of Chengdu Taiping Xinjian Phase I Equity Investment Fund

CEO Fu Fan Increased Shares in China Pacific Insurance

Top Insurers Launch Special Insurance Products for Humanoid Robots

CPIC Subsidiaries Announce Premium Income for January to October 2025

NTES-S

KWAN YONG

PEIJIA-B

REMEGEN

RADIANCE HLDGS

POP MART

BAOZUN-W

ARCHOSAUR GAMES

XIAOCAIYUAN

HEPALINK

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As of the time of publication, 82 individual stocks have "appeared" on the brokerage-disclosed list of recommended gold stocks for February. Popular targets include Zijin Mining, Wanhua, and CPIC. Brokerage analysts hold a cautiously optimistic view of the A-share market, believing that market volatility is low, the trend is upward, the spring market continues, liquidity is abundant, and there are new opportunities for thematic assets

Wallstreetcn

CPIC

Zijin Mining

PICC Group

ZIJIN MINING

wanhua

Brokerage firms' popular stocks for this month are gradually "making an appearance"

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The Shangai Composite Index rose 7 points or 0.16 percent on Thursday to close at 4158 points.Leading the gains are Kweichow Moutai (8.50%), Aluminum Corporation of China (6.44%) and China Pacific Insu (4.93%).Top losers were Avic Aviation Engine (-3.30%), Datang Intl (-2.05%) and BAIC BluePark (-1.70%).

Trading Economics

Moutai

CHALCO

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

E Fund CSI 300 Financials (ex Banks) ETF

SSE Index

The Shangai Composite Index Closes 0.16% Higher

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CICC released a report indicating that the development of commercial health insurance in mainland China is expected to usher in a new era, focusing on four major areas. Insurance stocks performed strongly today, with China Life up 5.5%, Ping An up 2.5%, CPIC up 2.8%, and AIA up 3.9%. The report emphasizes that the policy combination will break through the bottlenecks in health insurance development and promote the industry towards positive feedback. It is recommended to pay attention to investment opportunities in internet platforms, large insurance groups, corporate group insurance, and health management

AASTOCKS

China Life

PING AN

CHINA LIFE

Ping An

In "Major Banks," China International Capital Corporation (CICC) states that the development of commercial health insurance in mainland China is expected to usher in a new era, focusing on four key areas

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China Pacific Insurance (Group) Co. Ltd. has submitted an updated board of directors list to the Hong Kong Stock Exchange. The board is led by Executive Director Fu Fan, with Zhao Yonggang as Executive Director and President. The board includes various non-executive and independent non-executive directors, each serving on different committees overseeing governance and operations. The company has established five board committees for effective management.

Reuters

CHINA TAIPING

PICC GROUP

China Pacific Insurance Files Director List to HKEX

China Pacific Insurance (Group) Co., Ltd. has received approval from the National Financial Regulatory Administration for Mr. WONG Hin Wing's appointment as an independent non-executive director, effective from January 22, 2026. This follows his election at the EGM on August 29, 2025. Additionally, Mr. JIANG Xuping has retired from his position as an independent non-executive director, confirming no disagreements with the Board. The company expresses gratitude for Mr. JIANG's contributions during his tenure.

London Stock Exchange

REG - China Pacific Insur. - Approval of Director's Appointment Qualification

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The large financial sector collectively strengthened, with Caitong Securities hitting the daily limit, Industrial Securities, NCI, and CPIC rising, and Bank of Ningbo exceeding 5%

INDUSTRIAL SECURITIES

CAITONG SECURITIES

Bank of Ningbo

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An emerging trillion-yuan private equity army is reshaping China's private equity industry, rapidly growing from zero to a scale of 100 billion. Hengyi Chiying and Taibao Zhiyuan, two insurance asset management private equity funds, achieved this leap in just 4 to 6 months, despite their layout time being later than traditional private equity. The management backgrounds of both institutions are clear, as they hold important positions within the asset management systems of their respective parent groups, demonstrating strong market appeal and rapid expansion capabilities

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

Hwabao WP CSI Banks ETF

Fullgoal CSI 800 Banks ETF

GF Fund CSI HK Connect Financials(ex Banks) Thematic ETF

Guotai CSI All Share Investment Banking & Brokerage ETF

Yinhua CSI All Share Investment Banking & Brokerage ETF

ChinaAMC CSI Banks ETF

Huaan CSI Banks ETF

WP CSI Banks ETF

The trillion-yuan private equity "legion" has sounded the rallying call for A-shares

CHINA TAIPING also announced a performance growth forecast of over 200%

- China's insurance companies continue to experience significant premium income growth, with China Pacific Insurance reporting a total of RMB 4,616.76 billion for 2025.  
- The life insurance sector leads with a premium income of RMB 2,581.15 billion, showing an 8.1% increase, while the property insurance segment grew by 0.2%.  
- Alternative sales channels, notably bancassurance, have shown remarkable growth, with a 42.0% increase in premiums, indicating strong client retention strategies amidst a competitive market.

The "opening red" effect begins to show, with CPIC and NCI's latest premium announcements achieving steady growth

CPIC announced that for the year 2025, its subsidiary Pacific Life Insurance and Pacific Property Insurance will have original insurance business revenues of RMB 258.115 billion and RMB 203.561 billion, respectively, representing increases of 8.1% and 0.2% compared to 2024

CPIC's annual life insurance premium income increased by 8.1%, while property insurance saw a slight increase of 0.2%

China Pacific Insurance (Group) Co. reported an 8.1% increase in life insurance premiums for 2025, totaling RMB258.115 billion, driven by a 42% rise in bancassurance premiums. In contrast, property insurance premiums remained flat at RMB203.561 billion, with a slight 0.2% increase. The company is shifting focus towards bancassurance and diversified distribution. Analysts rate the stock as a Buy with a target price of HK$46.00. The current market cap is HK$445.1 billion, with a year-to-date price performance of 9.09%.

Tip Ranks

China Pacific Insurance Posts Higher Life Premiums and Flat Property Growth for 2025

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After a long time, the shareholder list of Shanghai Airport has once again seen the presence of insurance capital raising its stake. On January 14th, CPIC disclosed that it had raised its stake through block trading five days prior

- On January 14, it was reported that Taiping Life Insurance increased its stake in Shanghai Airport to 5%, hitting the threshold for a significant shareholding after acquiring 72.424 million shares through a block trade.  
- The average purchase price was estimated at 29.55 yuan per share, representing a nearly 10% discount, indicating a strategic move amid a search for high-quality investments.  
- This acquisition suggests Taiping's long-term investment strategy, which may involve further increases in their stake and potential interest in board representation.

A 10% discount "bottom-fishing" at Shanghai Airport, the "asset shortage" game behind CPIC's bidding

On January 5, 2026, the insurance sector surged over 6%, with NCI and CPIC reaching all-time highs. Analysts believe that the insurance sector has experienced a cyclical logic of "improved expectations for the New Year - long-term interest rates rebounding - index rally strengthening profit elasticity." It is expected that the new business growth rate of listed insurance companies in the first quarter of 2026 will be 30%, with the growth rates for bancassurance and individual insurance at 50% and 20%, respectively. Attention should be paid to signals of long-term interest rates breaking through 2.0%, as there are divergences in the market regarding the trend of ten-year government bond yields

- On January 5, 2026, the insurance sector surged over 6%, with companies like New China Life and China Pacific Insurance hitting historical highs.  
- The article highlights a positive cyclical trend driven by improved market expectations and a recovery in long-term interest rates, suggesting continued investment in Chinese insurers.  
- It anticipates an average new contract growth rate of 30% for 1Q26, fueled by increasing emphasis on bancassurance and notes potential risks related to fluctuating long-term interest rates.

The Advancing Insurance: Not Just a Transaction "New Year Opening", Long-term Bonds at 2% Threshold and Returning to 1x P/EV

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Brokerage, insurance, and other financial stocks strengthened, with CLS hitting the daily limit, and NCI and CPIC continuing to set historical highs

The Hang Seng Index opened higher, refreshing its nearly four-year high; Tencent's performance exceeded expectations, receiving collective bullish calls from major banks; Chip stocks strengthened on the logic of domestic substitution, with SMIC leading the gains; Ping An's stake increase in China Taiping H-shares ignited the insurance sector; Cryptocurrency concept stocks surged as Bitcoin hit a new high; In the pharmaceutical sector, Jingtai Holdings reported its first profit, rising over 11%, while East Buy saw a sudden 12% increase.

Tencent

TENCENT

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

Ping An Insurance

PING AN-R

Ping An Ins HK SDR2to1

SMIC

SMIC HK SDR 5to1

SUNSHINE INS

Life and Health Insurance

RemeGen

WUXI BIO

WuXi Biologics

BEONE MEDICINES

BeOne Medicines

Beigene

FI2 CSOP HSI

HUA HONG SEMI

Hua Hong

INNOCARE

InnoCare Pharma

GRANDSHORES

AKESO

HORIZONROBOT-W

ZA ONLINE

SINOHOPE TECH

GUOTAI JUNAN I

XTALPI

Life Sciences Tools and Services

XL2CSOPHSTECH

Semiconductors

FL2 CSOP HSI

LINEKONG

INNOVENT BIO

OKG TECH

Interactive Media and Services

CSOP HS TECH

XI2CSOPHSTECH

EAST BUY

Hot Trades in Hong Kong Stocks (8.14) | Hang Seng Index Hits Four-Year High at Opening, Morgan Stanley Says Foreign Capital Accelerated Inflows into Chinese Stock Market in July

Hong Kong stocks continued their upward trend on July 28, with the cryptocurrency, innovative drug, gaming, and insurance sectors performing well. Hong Kong's &#34;Stablecoin Ordinance&#34; will officially take effect on August 1, marking the countdown to stablecoin issuance; the innovative drug sector was boosted by Hengrui Pharmaceuticals securing a $12 billion order; insurance stocks extended their gains as industry anti-internal competition and interest rate cuts improved profit prospects; gaming stocks benefited from Macau's July gaming revenue exceeding expectations and Thailand's withdrawal of the casino bill.

HENGRUI PHARMA

Hengrui Pharma

3SBIO

CSPC PHARMA

OSL GROUP

SANDS CHINA LTD

Sands China

WYNN MACAU

CR HOLDINGS

SINO BIOPHARM

MELCO INT'L DEV

AIA-R

AIA Group

SJM HOLDINGS

Hot Trades in Hong Kong Stocks (7.28)｜Cryptocurrency, Innovative Drugs, Insurance, and Gaming Sectors Shine, Hengrui Pharmaceuticals Soars 15% at Midday

On July 11, the three major stock indices in Hong Kong rose together. In terms of sectors, technology stocks rose collectively, and securities and brokerage stocks mostly increased.

LAOPU GOLD

MIXUE GROUP

GUMING

WUXI APPTEC

WuXi AppTec

LIANLIAN

PICC P&C

MAO GEPING

BLOKS

CITIC SEC

CITIC Securities Co., Ltd.

EB SECURITIES

EBSCN

CHICMAX

XIAOMI-W

Xiaomi HK SDR 2to1

Xiaomi Corporation

CHINA EB LTD

LINKLOGIS-W

CICC

Circle

The Hang Seng Index is approaching its highest level in nearly 3 years, with Chinese brokerage, insurance, and stablecoin concept stocks remaining hot!

HU-CPIC@EC2609A(21719.HK)