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  1. 小摩:内险第三季度疲弱业绩大致被市场消化 建议趁弱增持中国平安、中国人寿Companies: Ping An InsuranceChina Life Insurance Company(来源:财闻) 预计中国保险公司第三季度盈利非常疲弱,受中国股市波动影响,行业净利润或同比下跌53%,此前第二季度曾大幅增长223%。 摩根大通(JPM.US)发布研报称,预计中国保险公司第三季度盈利非常疲弱,受中国股市波动影响,行业净利润或同比下跌53%,此前第二季度曾大幅增长223%。不过,该行并不认为这会成为股价的主要下行压力,因首九个月净利润预计大致稳定、同比仅跌3%,盈警风险有限,2026年每股盈利预测在上半年强劲业绩后修订亦有限,而且该板块过去一个月已经跑输大市。 因此,该行建议利用疲软机会增持 中国平安 (02318.HK)及 中国人寿 (02628.HK),理由是其2027财年预期股息收益率分别达8%及4%,具吸引力,同时偿付能力资本稳健,合同服务边际稳步增长。年底前的关键催化剂包括第三季度业绩电话会议中公布的最终每股股息指引,以及政府可能推出的养老及长期护理政策支持,或附带税收优惠。 该行指出,第三季度疲弱业绩
  2. 中国平安(02318.HK)拟10月28日举行董事会会议审批第三季度业绩Companies: Ping An Insurance格隆汇9月24日丨中国平安(02318.HK)发布公告,谨定于2026年10月28日(星期三)举行董事会会议,以考虑及通过集团截至2026年9月30日止九个月的第三季度业绩,以及处理任何其他事项。
  3. FinancePing An Good Doctor Launches " Ping An GlobalCare": AI-Powered Multilingual Services Break Down Healthcare Barriers for Expats in ChinaCompanies: Ping An InsurancePing An Healthcare and Technology Company Limited ("Ping An Good Doctor" or the "Company"; Stock Code: 1833.HK) recently unveiled its new product "Ping An GlobalCare" (平安跨境康) at the Shenzhen Sci-Tech Innovation Exhibition. Targeting the pain...
  4. HealthcareAM Best Affirms Credit Ratings of Ping An Health Insurance Company of China, Ltd.Companies: Ping An InsuranceHONG KONG, September 04, 2026--AM Best has affirmed the Financial Strength Rating of A (Excellent) and the Long-Term Issuer Credit Rating of "a" (Excellent) of Ping An Health Insurance Company of China, Ltd. (Ping An Health) (China). The outlook of these Credit Ratings (ratings) is stable.
  5. FinancePing An Good Doctor Announces 2026 Interim ResultsCompanies: Ping An InsuranceCorporate Health Management Business Grows Steadily; AI Healthcare Empowerment Drives Continued Profitability Improvement — Ping An Healthcare and Technology Company Limited ("Ping An Good Doctor" or the "Company"; Stock Code: 1833.HK) announced its...