JP-CTIH@EC2606A

China Construction Bank and China 太平 Insurance Group Hold Talks to Deepen Business Cooperation

CPIC P&C Capital Raised to 7.67B Yuan

Financial Supervision and Regulation Bureau Approves 太平 Capital Insurance Asset Management's Acquisition of 100% Equity in 太平 Innovation Investment Management

Taiping Insurance and Volcano Engine Collaborate on Smart Bodies to Enhance Business Efficiency

Huachuang Securities Predicts China 太平's 2025 Profit to Increase by 215% to 225%

China 太平 Insurance Holdings Sees 215% To 225% Profit Surge In 2025

JPMorgan Raises Rating on China 太平 and Adjusts Target Prices for Several Insurers

DBS Upgrades China Life Insurance Target Price to HKD 25 and Maintains Buy Rating

CPIC Life's Dividend Insurance Transformation Proves Successful with Robust Financial Performance

Hong Kong Stock Analyst Recommends Buying China 太平 and ZHAOGOLD Mining

S&P Predicts HK P&C Insurers to Review Pricing Strategies Post Fire

CPIC Hong Kong Pays Insurance Claims to Disaster-Affected Households

Fitch: Tai Po Ho Fook Estate Fire to Drive Insurance Industry to Strengthen Risk Management

CPIC Completes First Batch of Home Insurance Claims for Dapu Hongfu Garden Fire Accident

China 太平 InsuranceGroup Supports CLAIMS AND DONATES HKD10M FOR HOPEFULLY DEPRIVED RESIDENTS IN MACAU HOUSING ACADEMY FIRE

China 太平 Insurance (Hong Kong) Insures Various Policies for Macro Fortune Garden Renovation Project

China 太平 to Provide Claims for Ma Po Hung Fuk Estate Fire

Citibank Maintains Neutral Rating on China 太平 and Sees Q1 2026 Sales Growth

CPIC Launches Guowei No.1 Dividend-Linked Whole Life Insurance

TAICHEM Asset Deputy Manager Li Guanying: Insurance Funds Suitable for Supporting Sci-Tech Innovation

DAISHOMICROLINE

PUTIAN COMM

MOBI DEV

NANFANG COMM

ADD NEW ENERGY

ELIFE HLDGS

SIWI SCI & TECH

DTXS SILK ROAD

SANDMARTIN INTL

HAO BAI INTL

516210

512820

159887

515020

512800

00939

601939

CICHY

00966

China Construction Bank and China Taiping Insurance Group held a working meeting, and the chairmen of both sides reached a consensus on deepening business cooperation. Zhang Jinliang stated that they will expand cooperation in areas such as insurance agency, asset custody, and corporate annuities, and innovate cooperation mechanisms. Yin Zhaojun hopes to increase cooperation in strategic investment, wealth management, and other areas based on traditional business, promoting high-quality development of bank-insurance integration

AASTOCKS

Huaan CSI Banks ETF

WP CSI Banks ETF

Fullgoal CSI 800 Banks ETF

ChinaAMC CSI Banks ETF

Hwabao WP CSI Banks ETF

China Construction Bank

CHINA TAIPING

CCB and CHINA TAIPING deepen business cooperation comprehensively

517520

02824

The Hong Kong stock market fell in the morning session under the influence of U.S. stocks, with the Hang Seng Index down 484 points at 26,547 points, the National Index down 159 points, and the Hang Seng Tech Index down 89 points. Financial stocks generally declined, with HSBC and HKEX each falling by 2.1%, and AIA and STANCHART down 3.8%. Domestic insurance stocks and commodity stocks performed weakly, with gold prices falling below USD 5,000 per ounce, leading to declines in related stocks such as CHINA TAIPING and SD GOLD. Oil prices dropped nearly 3%, with Sinopec and PetroChina seeing declines between 3.2% and 4.1%

MaxWealth CSI SH-SZ-HK Gold Industry Equity ETF

EFUND GOLD MI ETF

VanEck Gold Miners ETF

ChinaAMC Gold ETF

SPDR Gold Shares

iShares Gold Trust

HKEX

STANCHART

YieldMax Gold Miners Opt Inc Strgy ETF

Roundhill Gold Miners Weeklypay ETF

VanEck Junior Gold Miners ETF

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

Hong Kong Exchanges and Clearing (HKEX)

Us Gbl GLD & Met

China Southern CSI Banks ETF

iShares MSCI Global Gold Miners

SD GOLD

SD-GOLD

Sprott GLD Miners Etf

"Hong Kong Stocks" The Hang Seng Index fell 484 points in the first half of the day, with domestic insurance and commodity stocks softening, while AI large model stocks continued to be speculated

601628

601319

01339

02628

China is planning to sell approximately 200 billion yuan ($28.8 billion) in special government bonds to recapitalize its largest insurers, including China Life Insurance Group, the People’s Insurance Co Group, and China Taiping Insurance Group. This move aims to strengthen the insurance sector, which is facing pressure to consolidate, according to Bloomberg News.

Reuters

China Life

PICC Group

PICC GROUP

CHINA LIFE

China plans $29 billion capital injection into biggest insurers, Bloomberg News reports

02601

601601

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.

CPIC

China Pacific Insurance Files Director List to HKEX

601688

512000

159842

512880

HTSC expects CHINA TAIPING's net profit attributable to shareholders to grow by 215% to 225% last year, exceeding expectations, mainly benefiting from improved investment performance and tax policy effects. The company's transformation into dividend insurance is leading, and sales are expected to grow well this year, with the target price raised to HKD 26, maintaining a "Buy" rating

HTSC

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

Yinhua CSI All Share Investment Banking & Brokerage ETF

Guotai CSI All Share Investment Banking & Brokerage ETF

HTSC: CHINA TAIPING's net profit attributable to shareholders last year is expected to exceed expectations, target price raised to 26 yuan

01336

601336

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.

Wallstreetcn

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

03037

03115

02800

00HSI

The Hang Seng Index fell 76 points (0.3%) to close at 26,487, marking its lowest level in a week. The decline was influenced by a drop in U.S. futures due to President Trump's actions regarding Greenland and potential new tariffs on Europe. Additionally, regulatory crackdowns in China heightened caution among investors. However, losses were mitigated after the People's Bank of China maintained benchmark lending rates. Tech and consumer stocks led the declines, while China Taiping Insurance rose 4% on a strong earnings outlook.

Trading Economics

CSOP HSI ETF

ISHARESHSI

TRACKER FUND

Hang Seng Index

Hang Seng Pares Early Losses at Close

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

** Shares of China Taiping Insurance Holdings rise 3.9% to HK$23.68, their highest level since May 2019** Stock on track for the third straight session of rise; third biggest pct gainer in Hang Seng Composite Index tracking financials stocks (.HSCIF), which is up 0.6% ** The insurer expects its 2025 net profit to rise 215%-225% y/y thanks to an increase in net investment results and an one-off tax impact of new enterprise income tax policies announced by State Taxation Administration for insurance industry in China

China Taiping hits near 7-year peak on strong earnings outlook

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

PING AN-R

Ping An Ins HK SDR2to1

Ping An

SMIC

SMIC HK SDR 5to1

SUNSHINE INS

Life and Health Insurance

REMEGEN

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

JP-CTIH@EC2606A(24199.HK)

CCB and CHINA TAIPING deepen business cooperation comprehensively

"Hong Kong Stocks" The Hang Seng Index fell 484 points in the first half of the day, with domestic insurance and commodity stocks softening, while AI large model stocks continued to be speculated

China plans $29 billion capital injection into biggest insurers, Bloomberg News reports

China Pacific Insurance Files Director List to HKEX

HTSC: CHINA TAIPING's net profit attributable to shareholders last year is expected to exceed expectations, target price raised to 26 yuan