Changes in Hong Kong stocks | Xinhua Insurance (01336) opened more than 4% higher after earnings, helped increase performance and net profit increased by up to 60% year-on-year in the first half of the year

Zhitongcaijing · 2d ago

The Zhitong Finance App learned that Xinhua Insurance (01336) opened more than 4% higher. As of press release, it had risen 4.56% to HK$45.4, with a turnover of HK$1.0107 million.

According to the news, Xinhua Insurance announced that net profit for the first half of the year is expected to be 20.719 billion yuan to 23.678 billion yuan, an increase of 40% to 60% over the previous year. According to calculations, the company's net profit for the second quarter is expected to be 14.218 billion yuan to 17.177 billion yuan, an increase of 118% to 164% over the previous quarter. The pre-increase in performance is mainly due to optimizing the allocation structure, increasing investment in science and technology innovation enterprises and new quality productivity, and achieving good investment returns.

Huachuang Securities pointed out that by the end of 2025, stocks and funds together accounted for 21.2% of the investment structure of Xinhua Insurance, which is significantly higher than that of peers. Among them, FVTPL accounts for 81% of stocks. After considering the fund, FVTPL accounts for 90% of second-tier equity, all of which are significantly higher than peers, or reflect a relatively flexible and enterprising investment style, and are expected to benefit preferentially from the technological structural bull market.