CPIC Life Posts Q1 2026 Net Profit of 7.54 Billion Yuan; Comprehensive Solvency Margin Holds at 214%

Bulletin Express04-28

China Pacific Insurance (Group) Co., Ltd. (CPIC) released the first-quarter 2026 solvency report for its wholly owned subsidiary, China Pacific Life Insurance Co., Ltd.

Key solvency metrics • Admitted assets stood at 2.88 trillion yuan, up 3.1% from the prior quarter, while admitted liabilities rose 4.1% to 2.46 trillion yuan. • Actual capital dipped 2.3% to 415.57 billion yuan, primarily due to capital-market movements and changes in insurance contract liabilities. • Minimum capital increased 4.5% to 194.40 billion yuan, driven by higher market, life-insurance and credit-risk requirements. • Core solvency margin ratio fell to 146% (previous quarter: 157%); the comprehensive solvency margin ratio slipped to 214% (previous quarter: 228%), both remaining well above the 100% regulatory floor.

Liquidity condition • Liquidity coverage ratio (LCR) for the next three months was 129%, and 108% for the next 12 months, exceeding the 100% regulatory minimum. • Under stress, the 12-month LCR after asset disposal was 484%, while the ratio before disposal stood at 73%. • Net cash inflow from operating activities reached 52.71 billion yuan in the quarter.

Business performance • Gross written premiums for Q1 2026 totaled 97.47 billion yuan. • Net profit came in at 7.54 billion yuan, translating to a return on equity of 4.25% and return on assets of 0.27%. • New business margin was 9.25%, generating new business value of 6.26 billion yuan. • The 13-month policy persistency ratio remained high at 95.98%, while the surrender ratio was contained at 0.38%.

Investment profile • Average investment yield over the past three years was 3.00%; the average comprehensive investment yield stood at 6.19%. • Domestic fixed-income assets rated AA and below accounted for 2.52% of the portfolio; cash and other liquid instruments made up 1.91% of total assets.

Risk management and regulatory status • CPIC Life is classified as a Category I insurer and scored 84.50 in its latest regulatory SARMRA evaluation. • The company maintained an “AA” rating in the most recent Insurance Risk Rating (IRR) assessments for both Q3 and Q4 2025. • No administrative penalties were imposed by the National Financial Regulatory Administration during the reporting period.

Capital and ownership structure • CPIC Group remains the controlling shareholder with a 98.29% stake; no share transfers occurred during the quarter. • The insurer operates 35 provincial branches and holds strategic subsidiaries including Changjiang Pension (62.16% stake) and China Pacific Life Insurance (Hong Kong) Company Limited (100% stake), the latter reporting HKD 2.10 billion in written premiums and a solvency ratio of 513%.

Outlook Management cited persistent low interest rates and heightened competition as challenges yet reaffirmed its focus on value-oriented transformation, risk-controlled growth and continued enhancement of asset-liability management to support sustainable solvency strength.

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