JP-PICC@EC2608A

JPMorgan Increases Stake in China PICC to 9.03%

The Capital Group reduces holdings in PICC Property & Casualty by 12.294 million shares

Goldman Sachs Reports on PICC Group and China PICC Management Meetings

Yu Junlong Analyzes China PICC's Stock Chart and Technical Indicators

BlackRock Increases Stake in PICC Property & Casualty to 6.05%

Guotai Haitong Sees Continued Improvement in China PICC's Underwriting Profit

The Capital Group Sells 2.242 Million Shares of PICC Property & Cas

China PICC Responds to Abnormal Share Price Fluctuations and Rumors of Executive Disappearance

CPIC Vice President Yu Ze's Disappearance Will Not Affect PICC's Business Prospects

UBS Downgrades China PICC Rating

First Shanghai Publishes Report on PICC's Non-Car Insurance Business Growth

CICC Raises Profit Forecast and Target Price for PICC

Regulatory Authority Issues Guidelines for Non-Automobile Insurance Business Supervision

CMBI Raises Ping An Property & Casualty's Target Price to HKD 23.60

Kaiyuan Securities Raises 2025-2027 Profit Forecast for China PICC

BOA Securities Upgrades PICC Profit Forecast and Target Price

Zhongtai Securities Upgrades China PICC's Profit Forecast, Maintains 'Buy' Rating

China PICC Sees Significant Growth in Insurance Revenue and Net Profit in First Three Quarters

PICC P&C to Release FY2025 Q3 Earnings on October 30 After-Market BJT

Huatai Securities Upgrades PICC Profit Forecast for 2025

CCOE

STARCOIN GROUP

ONEFORCE HLDGS

ROYAL DELUXE

STELUX HOLDINGS

TE HEALTHCARE

ASIAPAC FIN INV

WELIFE TECH

DRINDA

TIMELESS

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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.

Reuters

China Life

PICC Group

PICC GROUP

CHINA LIFE

CHINA TAIPING

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

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Dajia Property Insurance welcomed a "highlight moment" in performance in 2025. On January 27th, Dajia Property Insurance disclosed its solvency report for the fourth quarter of 2025

- In 2025, Dajia Property Insurance reported a significant performance improvement with annual premiums reaching 10.648 billion yuan and a net profit of 137 million yuan, a 439% increase from the previous year.  
- The company successfully reduced its combined loss ratio to 99.83%, reflecting its ability to achieve profitability through underwriting rather than relying solely on investment income.  
- However, despite improved underwriting metrics, its investment returns remain modest, with a total asset of 15.14 billion yuan and a need for enhanced cash flow management, marking 2025 as a critical year for sustainable growth.

Wallstreetcn

PICC P&C

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

In 2025, Dajia Insurance's premiums will exceed 10 billion, with net profit surging by 439%

PICC P&C (2328.HK) closed on January 20 with smooth fluctuations throughout the day, and the insurance sector overall remained defensive, with capital flow to the main board being inactive. The company's daily K-line is close to the short-term support at 8.35 yuan, with major players holding cash and waiting, and active buying in the market is scarce. Market sentiment has yet to show signs of warming up, with hot topics being diverted by leading brokerages and banks. At the beginning of the year, several insurance companies announced adjustments to health insurance rates, and industry insiders generally believe this will put pressure on short-term premium growth and industry profitability. Current market conditions show a continued MACD death cross, and the bearish arrangement of moving averages remains unchanged, with buying volume resting at the bottom of the range. Although some institutions believe that the undervaluation of the sector brings marginal attention opportunities, short-term risks should not be underestimated. If negative news re-emerges, the stock price could accelerate its decline towards the 8.35 yuan support, and there may even be technical breakdown space. Investors should continue to observe in the short term, paying attention to intraday capital movements and marginal catalysts from relevant policies. Only if industry expectations reverse, capital flows back, and trading volume expands, could a right-side trading window emerge, while caution is advised against the downside risks brought by a continued weak market

Technical Forecast

Morning Trend | PICC P&C is consolidating with reduced volume, is a big move coming?

The future insurance industry war will require a "cognitive dimension transformation" to accurately address new problems and create differentiated customer demands

- China Life Insurance has released a recruitment guideline for postdoctoral researchers, signaling its shift towards a knowledge-driven approach to tackle new challenges in the insurance industry.  
- The guideline emphasizes the need for expertise in electric vehicles and behavioral economics to address the evolving market demands and the limitations of traditional experience-based strategies.  
- By focusing on interdisciplinary talents, the company aims to redefine risk and develop innovative solutions, positioning itself for long-term growth amidst industry changes driven by technology and emerging sectors.

When trillion-dollar giants start to "stockpile" brains, a "talent cognitive breakthrough battle" in the insurance industry has begun

PICC P&C announced that due to the resignation of the company's president, the board of directors has appointed Mr. Zhang Daoming as the interim person in charge, responsible for the company's overall work. Mr. Zhang, 49 years old, is the company's executive director, vice president, and head of finance

AASTOCKS

PICC P&C appoints interim responsible person

Citi believes that the business operations and prospects of PICC P&C are stable, despite the investigation into the disappearance of President Yu Ze not affecting its insurance business. As a central state-owned enterprise, its operational system is sound, and its business outlook remains unchanged, benefiting from regulatory policies. Citi has given a "Buy" rating with a target price of 21.2 yuan

"Big Banks" Citigroup: The operation and outlook of the property and casualty insurance business remain stable

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Morgan Stanley released a strategy report on the Chinese market, listing the latest focus stocks in Hong Kong stocks, Chinese concept stocks, and A-shares, including Alibaba, CYPC, Contemporary Amperex Technology Co., Limited, Ying En Biological-B, Espressif Systems, Hong Kong Stock Exchange, Hong Kong Telecom-SS, NARI-TECH, PetroChina, PICC P&C, Inovance Technology, SA, Sunny Optical, Tencent, and Zijin Mining

Espressif Systems

NARI-TECH

CYPC

Morgan Stanley lists the latest focus stocks in Hong Kong (Table)

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.

CPIC

ZA ONLINE

LAOPU GOLD

POP MART

MIXUE GROUP

GUMING

WUXI APPTEC

WuXi AppTec

AIA Group

LIANLIAN

OSL GROUP

HENGRUI PHARMA

Hengrui Pharma

MAO GEPING

BLOKS

PING AN

Ping An Ins HK SDR2to1

Ping An

Ping An Insurance

CITIC SEC

CITIC Securities Co., Ltd.

EB SECURITIES

EBSCN

WUXI BIO

WuXi Biologics

CHICMAX

XIAOMI-W

Xiaomi HK SDR 2to1

Xiaomi Corporation

AKESO

CHINA EB LTD

GUOTAI JUNAN I

BEONE MEDICINES

BeOne Medicines

Beigene

REMEGEN

RemeGen

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!

JP-PICC@EC2608A(25692.HK)

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

In 2025, Dajia Insurance's premiums will exceed 10 billion, with net profit surging by 439%

Morning Trend | PICC P&C is consolidating with reduced volume, is a big move coming?

When trillion-dollar giants start to "stockpile" brains, a "talent cognitive breakthrough battle" in the insurance industry has begun

PICC P&C appoints interim responsible person