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俄罗斯总统普京:所有对俄罗斯构成威胁的地点都是俄罗斯的合法打击目标。
2026-05-30
俄罗斯总统普京:所有对俄罗斯构成威胁的地点都是俄罗斯的合法打击目标。
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2026-05-29
美联储保尔森:目前的通胀过高,甚至在战争开始之前就已经过高。
美联储保尔森:目前的通胀过高,甚至在战争开始之前就已经过高。
2026-05-29
CITIC Securities says current insurance-sector valuations carry a high margin of safety. Deposit migration and 'anti-involution' policies should sustain faster liability-side growth, while an equity-market rebound since April should bolster profits. Life insurers: tightened 'reporting-and-bank-unified' supervision of bancassurance and likely lower dividend demonstration rates support both volume and pricing on life liabilities; NBV is expected to grow rapidly. P&C insurers: unified reporting sho
CITIC Securities says current insurance-sector valuations carry a high margin of safety. Deposit migration and 'anti-involution' policies should sustain faster liability-side growth, while an equity-market rebound since April should bolster profits. Life insurers: tightened 'reporting-and-bank-unified' supervision of bancassurance and likely lower dividend demonstration rates support both volume and pricing on life liabilities; NBV is expected to grow rapidly. P&C insurers: unified reporting should help non-auto expense ratios, and falling claim rates — including for new-energy vehicle cover — should reduce loss ratios; if natural-disaster losses remain stable, underwriting profits are likely to continue rising. On the asset side, the CSI 300 INDEX has risen 10.59% since April 2026 (through May 25 close); it rose 1.25% in Q2 2025, supporting stronger listed insurers' Q2 profit growth.
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