Insurance Stocks Rally as Sector Assets Surpass 42 Trillion Yuan; Market Recovery Seen Boosting Profits

Stock News05-26

Insurance stocks showed a collective rebound. At the time of writing, NCI (01336) rose 3.25% to HK$49.56; CHINA LIFE (02628) gained 2.77% to HK$29.72; CPIC (02601) increased 1.18% to HK$35.54; and PICC P&C (02328) was up 1.01% to HK$14.93.

The National Financial Regulatory Administration released key regulatory data for the banking and insurance sectors in the first quarter of 2026. By the end of Q1 2026, the total assets of insurance companies and insurance asset management companies reached 42.5 trillion yuan, representing a 2.8% growth from the beginning of the year. Furthermore, the insurance industry generated premium income of 2.31 trillion yuan in Q1 2026, a year-on-year increase of 6.2%.

CSC Financial noted in a research report that the shift of deposits and "anti-involution" policies are expected to drive continued rapid growth on the liability side. The recovery in the equity market since April is anticipated to enhance profits, with current valuations offering a high margin of safety. Huaxi Securities added that demand in the insurance market remains robust due to deposit migration, and the transition to participating insurance will help alleviate pressure from interest spread losses, indicating a positive industry outlook. Currently, active funds remain underweight on the insurance sector.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1112469301?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-26 11:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1112469301","market":"other","top_or_hot":-1,"title":"Insurance Stocks Rally as Sector Assets Surpass 42 Trillion Yuan; Market Recovery Seen Boosting Profits","media":"Stock News","content":"<p>Insurance stocks showed a collective rebound. At the time of writing, NCI (01336) rose 3.25% to HK$49.56; CHINA LIFE (02628) gained 2.77% to HK$29.72; CPIC (02601) increased 1.18% to HK$35.54; and PICC P&C (02328) was up 1.01% to HK$14.93.</p>\n<p>The National Financial Regulatory Administration released key regulatory data for the banking and insurance sectors in the first quarter of 2026. By the end of Q1 2026, the total assets of insurance companies and insurance asset management companies reached 42.5 trillion yuan, representing a 2.8% growth from the beginning of the year. Furthermore, the insurance industry generated premium income of 2.31 trillion yuan in Q1 2026, a year-on-year increase of 6.2%.</p>\n<p>CSC Financial noted in a research report that the shift of deposits and \"anti-involution\" policies are expected to drive continued rapid growth on the liability side. The recovery in the equity market since April is anticipated to enhance profits, with current valuations offering a high margin of safety. Huaxi Securities added that demand in the insurance market remains robust due to deposit migration, and the transition to participating insurance will help alleviate pressure from interest spread losses, indicating a positive industry outlook. Currently, active funds remain underweight on the insurance sector.</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Insurance Stocks Rally as Sector Assets Surpass 42 Trillion Yuan; Market Recovery Seen Boosting Profits</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInsurance Stocks Rally as Sector Assets Surpass 42 Trillion Yuan; Market Recovery Seen Boosting Profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-05-26 11:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Insurance stocks showed a collective rebound. At the time of writing, NCI (01336) rose 3.25% to HK$49.56; CHINA LIFE (02628) gained 2.77% to HK$29.72; CPIC (02601) increased 1.18% to HK$35.54; and PICC P&C (02328) was up 1.01% to HK$14.93.</p>\n<p>The National Financial Regulatory Administration released key regulatory data for the banking and insurance sectors in the first quarter of 2026. By the end of Q1 2026, the total assets of insurance companies and insurance asset management companies reached 42.5 trillion yuan, representing a 2.8% growth from the beginning of the year. Furthermore, the insurance industry generated premium income of 2.31 trillion yuan in Q1 2026, a year-on-year increase of 6.2%.</p>\n<p>CSC Financial noted in a research report that the shift of deposits and \"anti-involution\" policies are expected to drive continued rapid growth on the liability side. The recovery in the equity market since April is anticipated to enhance profits, with current valuations offering a high margin of safety. Huaxi Securities added that demand in the insurance market remains robust due to deposit migration, and the transition to participating insurance will help alleviate pressure from interest spread losses, indicating a positive industry outlook. Currently, active funds remain underweight on the insurance sector.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1521","symbol_name":"挪威政府全球养老基金持仓","start_time":0,"source_url":"","article_id":"1112469301","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1112469301","pubTimestamp":1779767166,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"Insurance stocks showed a collective rebound. At the time of writing, NCI (01336) rose 3.25% to HK$49.56; CHINA LIFE (02628) gained 2.77% to HK$29.72; CPIC (02601) increased 1.18% to HK$35.54; and...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","01336":"新华保险","02628":"中国人寿","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK4588":"碎股","IE00B19Z5X02.USD":"Legg Mason QS - MV Asia Pacific ex Japan Equity Growth and Income A Acc USD","LU1634259557.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD-H","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0173614495.USD":"富达中国焦点A","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU0228659784.USD":"施罗德金砖四国基金","LU1522347837.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC A","LU0051755006.USD":"摩根大通中国A (dist)","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU1497734951.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD-H","02328":"中国财险","BK1127":"财产与意外伤害保险","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","BK1184":"人寿与健康保险","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","BK1584":"蚂蚁金服概念","LU1497733557.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) INC A","SG9999012728.SGD":"United Asian Income Fund Dis SGD","SG9999012710.SGD":"UNITED ASIAN INCOME (SGDHDG) ACC","LU1634259391.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD","IE00BWDBJ730.SGD":"Legg Mason QS - MV Asia Pacific ex Japan Equity Growth and Income A Mdis SGD-H Plus","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","IE00BQJZWZ67.USD":"FRANKLIN MV ASIA PACIFIC EX JAPAN EQUITY GROWTH AND INCOME \"A\" (USD) INC (M) PLUS","BK4585":"ETF&股票定投概念","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","VXUS":"国际股票ETF-Vanguard","LU1497733631.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BK1136":"多元化保险","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","SG9999012744.USD":"UNITED ASIAN INCOME (USDHDG) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","02601":"中国太保","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","HK0000286598.CNH":"中银保诚中国价值基金 A","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK1550":"内险股","LU3063872942.SGD":"FULLERTON LUX FUNDS ASIA EQUITIES \"I\" (SGD) ACC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","SG9999012736.USD":"UNITED ASIAN INCOME (USDHDG) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU1675838814.USD":"AB SICAV I - EMERGING MARKETS LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1046422090.SGD":"Fidelity Pacific A-SGD"},"translate_title":"保险股反弹板块资产超42万亿元；市场复苏提振利润","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02601":1,"02328":1,"01336":1,"VXUS":1,"02628":1},"content_text":"Insurance stocks showed a collective rebound. At the time of writing, NCI (01336) rose 3.25% to HK$49.56; CHINA LIFE (02628) gained 2.77% to HK$29.72; CPIC (02601) increased 1.18% to HK$35.54; and PICC P&C (02328) was up 1.01% to HK$14.93.\nThe National Financial Regulatory Administration released key regulatory data for the banking and insurance sectors in the first quarter of 2026. By the end of Q1 2026, the total assets of insurance companies and insurance asset management companies reached 42.5 trillion yuan, representing a 2.8% growth from the beginning of the year. Furthermore, the insurance industry generated premium income of 2.31 trillion yuan in Q1 2026, a year-on-year increase of 6.2%.\nCSC Financial noted in a research report that the shift of deposits and \"anti-involution\" policies are expected to drive continued rapid growth on the liability side. The recovery in the equity market since April is anticipated to enhance profits, with current valuations offering a high margin of safety. Huaxi Securities added that demand in the insurance market remains robust due to deposit migration, and the transition to participating insurance will help alleviate pressure from interest spread losses, indicating a positive industry outlook. Currently, active funds remain underweight on the insurance sector.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1112469301","isCrawlerRequest":true}