CT-NCI @EC2612A

AE LOGISTICS

QUANTGROUP

XunZhong

KINTOR PHARMA-B

UNI HEALTH

ILUVATAR COREX

ZIJING INTL FIN

YOFC

NANFANG COMM

XUNCE

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The Beijing-Tianjin-Hebei Venture Capital Guidance Fund has newly included insurance institutions among its investors for the first time, including NCI, Zhonghui Life Insurance, and China Life Reinsurance. This marks the formal participation of insurance capital in venture capital guidance fund investments

Wallstreetcn

China Life

The Beijing-Tianjin-Hebei Venture Capital Guidance Fund sees the first appearance of insurance institutions

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PNGAY

Minister of Civil Affairs Lu Zhiyuan introduced at the meeting that next, we will improve and deepen the implementation of policies and measures for actively responding to the national strategy for population aging, continuously ensure the implementation of the "Opinions on Deepening the Reform and Development of Elderly Care Services," and promote the expansion, quality improvement, and efficiency enhancement of the elderly care service industry

CHINA LIFE

Ping An

CPIC

PING AN

Ping An Insurance

Ministry of Civil Affairs: Strive to basically establish a three-level elderly care service network at the county, town, and village levels by the end of the 14th Five-Year Plan

In the year 2025, when the low interest rate environment continues to squeeze the profit margins of the insurance industry, Xinhua Pension Insurance, as a professional pension insurance company, has delivered impressive data

- In 2025, Xinhua Pension Insurance reported strong solvency ratios, with core solvency reaching 993.78% and comprehensive solvency at 1023.95%, marking significant improvements from the previous quarter.  
- The increase in actual capital primarily stemmed from net assets and future policy surpluses, despite a minimal rise in minimum capital.  
- However, the surge in net cash flow deviation and the high surrender rate in internet channels indicate potential risks, suggesting the company's ongoing transformation and the need for efficient management of liquidity assets moving into 2026.

NCI Pension 2025 Year-End Review: Improved Solvency and Stable Bank Insurance Channels

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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

New China Life Insurance Co. Ltd. held its 2025 Third Extraordinary General Meeting on October 31, 2025, where shareholders approved amendments to the Articles of Association and abolished the Board of Supervisors, along with its Rules of Procedures. This information was published via the Issuer Information Service by the Hong Kong Stock Exchange.

Reuters

New China Life Insurance Co. Ltd. Held Shareholder Meeting

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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.

CHINA TAIPING

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

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The Hang Seng Index closed at 26,458 points, down 251 points or 0.9%; the Hang Seng Tech Index reported 5,738 points, down 86 points or 1.5%. Alibaba fell over 3%, with a transaction volume of CNY 276.134 billion. China Life, Nanshan Aluminum International, ND PAPER, CHINA TAIPING, and NCI reached new highs, with active trading

AASTOCKS

ND PAPER

The Hong Kong Index closed at 26,458 points, down 251 points; the Hang Seng Tech Index closed at 5,738 points, down 86 points. Alibaba fell over 3%. China Life, Nanshan Aluminum International, ND PAPER, CHINA TAIPING, and NCI reached new highs with active trading

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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36Kr learned that the three major indices of A-shares closed mixed at noon, with the Shanghai Composite Index up 1.14%, the Shenzhen Component Index up 0.81%, and the ChiNext Index down 0.04%; the large financial sector strengthened, with Tonghuashun up over 8%, NCI up over 7%, and Dongfang Caifu and PICC Group up over 4%; the non-ferrous metal sector led the gains, with Yunnan Tin hitting the daily limit, Huayou Cobalt up over 7%, and Zijin Mining up over 5%; the optical module and high-speed copper connection concepts saw significant declines, with Taichengguang down over 5% and Yuanjie Technology down over 4%

36Kr

Zijin Mining

ZIJIN MINING

Yunnan Tin

PICC Group

PICC GROUP

The three major A-share indices showed mixed results at the midday break, with the Shanghai Composite Index rising over 1% to reach a new high in more than ten years

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On January 6th, at the midday close, the Shanghai Composite Index rose by 1.14%, reaching a ten-year high, the Shenzhen Component Index increased by 0.81%, and the ChiNext Index slightly fell by 0.04%. Brain-computer interface concept stocks such as Sanbo Brain Science and Innovation Medical hit the daily limit, financial stocks performed strongly, with Huazhang Securities and CLS hitting the daily limit, and NCI and China Pacific Insurance rising over 5%. The non-ferrous metal sector also performed well, with Chang Aluminum hitting the daily limit and Zijin Mining rising over 5%. Overall, most individual stocks in the market rose, with a trading volume of 1.8 trillion

January 6th Midday Review: Shanghai Composite Index rises over 1%, hitting a new high in more than ten years, brain-computer interfaces and financial stocks collectively strengthen

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-R

Ping An Ins HK SDR2to1

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

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

POP MART

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!

CT-NCI @EC2612A(26758.HK)

The Beijing-Tianjin-Hebei Venture Capital Guidance Fund sees the first appearance of insurance institutions

Ministry of Civil Affairs: Strive to basically establish a three-level elderly care service network at the county, town, and village levels by the end of the 14th Five-Year Plan

NCI Pension 2025 Year-End Review: Improved Solvency and Stable Bank Insurance Channels

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%

New China Life Insurance Co. Ltd. Held Shareholder Meeting