Surpassing offline channels for the first time! Online platforms become the primary entry point for purchasing insurance from traditional insurers, with over 40% of internet insurance consumers using AI to compare products.

①In 2025, online channels of traditional insurance companies accounted for 63% of the purchase channels for internet insurance consumers' active policies, surpassing offline channels for the first time to become the primary entry point for insurance purchases. ②In 2025, 16% of consumers used AI large models or related apps to inquire about insurance information, representing a year-on-year increase of 60%.

cls.cnMay 8 19:05

Founder Securities: The liability side of the insurance sector maintained steady growth in 1Q26, with investment yields expected to stabilize and rebound.

In the medium to long term, the risk of interest rate differentials will ease, the market's slow bull trend will continue, and the RMB appreciation trend will persist, driving insurance companies' valuations toward a reasonable 1x PEV.

Zhitong FinanceMay 8 11:21

Hong Kong Stocks Movement | Afternoon gains in domestic insurance stocks expand, PICC Property (02328) rises over 7%. Industry Q1 profit and NBV performance exceeds expectations.

Domestic insurance stocks extended their gains in the afternoon. As of the latest data, PICC Property (02328) rose 6.98% to HKD 15.02; China Life (02628) climbed 4.41% to HKD 31.22; China Pacific Insurance (02601) gained 3.2% to HKD 35.48; Ping An (02318) increased by 2.88% to HKD 66.05.

Zhitong FinanceMay 7 14:50

China Pacific Insurance received a share purchase of 10,000 shares by Chairman Fu Fan at a price of HKD 34.3 per share.

According to the latest data from the Hong Kong Stock Exchange, on April 30, Chairman Fu Fan increased his holdings in China Pacific Insurance (02601) by 10,000 shares at a price of HKD 34.3 per share, for a total amount of HKD 343,000. After the increase, the total number of shares held is 230,400, with the latest shareholding ratio at 0.01%.

Sina Hong Kong StocksMay 7 07:13

Guojin Securities: Investment drag weighs on insurers' Q1 profits; NBV continues to show robust growth.

Currently, valuations have fallen to a low level, and insurance stocks with strong beta are expected to experience a valuation rebound.

Zhitong FinanceMay 4 10:30

CHINA PACIFIC INSURANCE(2601.HK):UPDATING POST 1Q26 RESULTS

May 4 00:00