JP-CTIH@EC2602A

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

CPIC Life Launches Guowei No.1 Lifetime Insurance

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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.

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

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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.

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China Pacific Insurance Files Director List to HKEX

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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

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

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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.

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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 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.

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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%.

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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

On January 19th, CHINA TAIPING released the first performance forecast among listed insurance companies. The company's net profit for the year 2025 is expected to increase significantly by 215% year-on-year

- China Pacific Insurance has released its first earnings forecast among listed insurance companies, projecting a significant net profit increase of 215-225% for 2025, rising to approximately 26.6-27.4 billion HKD from 8.432 billion HKD in 2024.  
- This profit surge is attributed primarily to improved net investment performance and a one-time effect of new tax policies for the insurance sector, reflecting a combination of asset recovery and policy benefits rather than merely premium income growth.  
- Investors should consider the impact of the one-time tax adjustments and focus on the underlying operating performance in future financial disclosures to assess long-term value beyond the impressive growth rate.

Benefiting from improved investment and tax policy dividends, CHINA TAIPING's net profit is expected to increase by over 215% in 2025

China Taiping Insurance Holdings Company Limited expects a profit surge of 215% to 225% for the year ending December 31, 2025, compared to HK$8,432 million in the previous year. This increase is attributed to improved net investment results and a one-off tax impact from new enterprise income tax policies in the PRC insurance sector.

China Taiping Projects 215% to 225% Surge in 2025 Profit

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.

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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@EC2602A(18922.HK)

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

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

Hang Seng Pares Early Losses at Close