Hong Kong Insurance Stocks Rally as Firms Shift Focus to 2026 Sales Kickoff; Analysts Predict Stronger-Than-Expected Performance

Stock News12-02

Insurance stocks in Hong Kong saw a collective rebound. At the time of writing, CPIC (02601) rose 3.23% to HK$31.98, PICC P&C (02328) gained 2.15% to HK$17.55, PICC GROUP (01339) climbed 2.1% to HK$6.82, and CHINA LIFE (02628) increased 2.14% to HK$27.70.

The rally comes as multiple insurers have reportedly met or nearly achieved their 2025 annual sales targets, prompting a strategic shift toward preparations for the 2026 sales kickoff. Dividend-based life insurance products are expected to dominate the offerings for the upcoming year.

Guotai Haitong Securities noted that the impact of real estate on insurers' asset portfolios remains limited. Meanwhile, growing signs suggest a recovery in the liability side of the insurance sector, with the 2026 sales kickoff likely to exceed expectations. The firm maintains a positive outlook on investment opportunities in the non-banking financial sector, particularly those benefiting from increased retail capital inflows.

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