Multi-line Insurance(IN40198.SH)

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

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

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

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

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

In November, CPIC recorded premium income of 438 billion, with differentiated growth rates in life insurance and property insurance

On December 16th, CPIC disclosed that it recorded a total premium of 438.004 billion yuan in the first 11 months, with a year-on-year growth rate of 5.32%; among them, life insurance…

The stock market "long-term buyers" are taking shape

The channel for Chinese insurance funds to increase their allocation to A-shares is being systematically opened up. With the continuous growth of life insurance premiums, it is gradually becoming a stable "supply line" of long-term capital for the A-share market