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gtja: Strengthening the linkage between assets and liabilities, returning to the "real growth" of insurance profits.
The root cause of mismatch at the liability end is the business assessment pressure represented by premium scale and NBV, where in the context of falling interest rates, the difference between the growth rate of new business profit and the growth rate of new business value should be focused on achieving the value growth of realized investment return.
Debon Securities: Pay attention to opportunities for overall valuation improvement in the photovoltaic market; fundamental improvements add to the benefits.
The National Energy Administration has released the statistics for the national electrical utilities industry from January to September. In the first nine months of 2024, China added 160.88 GW of photovoltaic installed capacity, a year-on-year increase of 24.77%. Among this, in September, the photovoltaic installed capacity added was 20.89 GW, with a year-on-year increase of 32.38%.
Right For Malaysia's Energy Transition To Include Nuclear
Open Source Securities: In October, the growth rate of insurance company premiums fell, focusing on the 25-year anniversary preparations and product switch progress.
Currently, the market is concerned about the performance of the liability end in the early stages of 2025. From the perspective of NBV growth prospects, the impact of price may be greater than quantity. The convergence of individual and bancassurance, optimization of product structure, and further support for the improvement of value rates through the convergence of the scheduled interest rate.
Northbound funds bought 4.2 billion HKD in the tracker fund of hong kong, increased their position in Alibaba by over 0.7 billion HKD, and sold 50 million HKD of sunac.
On November 18th (Monday), southbound funds net bought 13.551 billion HKD of Hong Kong stocks today. The tracker fund of hong kong, hang seng h-share index etf, and alibaba-W received net buys of 4.188 billion HKD, 1.153 billion HKD, and 0.756 billion HKD respectively; sunac was net sold 49.02 million HKD.
Zhitong Hong Kong Stock Connect capital trend statistics (T+2) | November 18
Capital Trend of Stock Connect on November 18
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