文章核心观点 - 中国平安资产管理公司(PAAMC)在全球500大资产管理公司排名中位列第33位,较去年上升3位,在亚洲地区排名第3 [1][3] - PAAMC是平安保险集团的子公司,2005年成立,主要管理平安集团的保险资金,并为国内外客户提供全面的第三方资产管理服务 [2][7] - 截至2023年12月31日,PAAMC管理的资产规模达到5.03万亿人民币,2023年成为联合国支持的负责任投资原则(PRI)的签约机构 [2][7] 行业概况 - 本年度IPE排名中共有52家中国资产管理公司,总资产管理规模达72.4万亿人民币,反映了中国资产管理行业的强劲增长 [3] - IPE是一家总部位于伦敦的国际媒体公司,专注于机构投资者和养老金管理,其报告被视为全球资产管理行业的基准 [4][5]

文章核心观点 - 平安保险集团升级了"平安家庭医生"品牌,推出了一站式主动健康管理服务体系,承诺提供"主动健康管理、慢性病管控、全程疾病管理"服务 [1][4][5][7] - 公司利用领先的医疗技术,包括疾病、处方药、医疗产品、医疗资源和个人健康等5大数据库,以及创新的多模态医疗大语言模型和12个AI业务模型,提升家庭医生服务的质量和效率 [8][9] - 公司的"保险+医疗"业务策略取得成功,2023年平安人寿保险客户使用平安医疗服务的人数超过2000万,满意度达99% [10] - 未来公司将进一步巩固家庭医生服务体系,加大在健康和养老生态系统的投资,并加强与金融和企业客户的合作 [11] 根据目录分别总结 一站式主动健康管理服务体系 - 拥有经过北大国际医院和WONCA双重认证的专业家庭医生团队 [6] - 采用中国医师协会家庭医学分会和澳大利亚皇家全科医生学院认证的5A标准服务流程 [6] - 针对亚健康人群、慢性病患者和有医疗需求的人群提供个性化的主动健康管理服务 [7] - 为有需求的人群提供12种稀缺的医疗资源 [6] 技术赋能家庭医生服务 - 公司建立了疾病、处方药、医疗产品、医疗资源和个人健康等5大数据库,构建了最全面的医疗知识图谱 [8] - 开发了创新的多模态医疗大语言模型和12个AI业务模型,实现自动更新健康档案、匹配健康方案等功能 [8] - 采用AI技术对所有服务进行100%质量检查,确保"平安家庭医生"的安全性和合规性 [9] "保险+医疗"业务协同 - 公司的"保险+医疗"业务策略取得成功,2023年平安人寿保险客户使用平安医疗服务的人数超过2000万,满意度达99% [10] - 推出了"平安真享RUN 2023健康服务计划",为客户提供健康管理、慢性病管理、医疗保障等全方位服务 [10] 未来发展方向 - 进一步巩固家庭医生服务体系,提供更优质的主动健康管理解决方案 [11] - 加大在健康和养老生态系统的投资,持续发展中国"托管式医疗模式" [11] - 加强与金融和企业客户的合作,确保公司业务的快速稳定发展 [11]

业绩总结 - 公司2023年全年收入为1.03万亿元人民币，同比增长4.7%[7] - 公司新业务价值增长36.2%[8] - 公司零售客户数量增长2.2%，达到2.3亿[8] - 公司股东权益为8990亿元人民币，同比增长3.4%[9] - 公司寿险、银行、财产险三大核心业务合计归属于公司的运营利润为1409亿元人民币，同比略微下降2.8%[10] - 公司寿险业务的合同服务余额仍然巨大，超过7600亿元人民币[14] - 公司资本充足率远高于监管要求，是监管要求的两倍以上[15] - 公司过去12年持续提高股息，复合年增长率超过25%[16] - 公司在全球500强排名第33位，在全球保险业排名第一[17] 未来展望 - 公司2023年业绩简要概述，预计未来2024、2025和2026年将实现高质量发展[18] - 公司对未来3年的高质量发展充满信心，坚持稳健的资产评估和计提政策，为未来风险和不确定性做好准备[27] - 公司强调战略清晰，稳定发展的核心业务表现优异，PE、PB和股息等指标表现优于行业平均水平，被认为是价值投资的最佳选择[30] 新产品和新技术研发 - 公司强调整合金融、医疗保健和养老护理的战略稳定，为未来增长奠定坚实基础[39] 市场扩张和并购 - 公司拥有多元化的金融业务，包括银行、保险、证券等，具备全套金融业务许可证[41] 负面信息 - 公司业务表现受到宏观经济背景挑战影响，资本市场波动和信贷风险导致OPATs下降[25]

专业·价值( 2023 Interim Results August 2023 Cautionary Statements Regarding Forward-Looking Statements To the extent any statements made in this Report contain information that is not historical, these statements are essentially forward-looking. These forward-looking statements include but are not limited to projections, targets, estimates and business plans that the Company expects or anticipates may or may not occur in the future. Words such as "potential", "estimates", "expects", "anticipates", "objective", ...

Ping An Insurance Group Co of China Ltd (OTCPK:PNGAY) Q2 2023 Earnings Conference Call August 29, 2023 11:45 PM ET Company Participants Ruisheng Sheng - Board Secretary Gareth Hewett - Head of International Public Relations and ESG Fu Xin - Chief Operating Officer Jessica Tan - Executive Director, Co-CEO & EVP Zhang Zhichun - Group Chief Financial Officer Conference Call Participants Ruisheng Sheng Thank you. Please take your seats. Good morning, ladies and gentlemen. Thank you for joining us today for the ...

Ping An Insurance Group Co of China Ltd (OTCPK:PNGAY) Q4 2022 Earnings Conference Call March 15, 2023 11:45 PM ET Company Participants Ruisheng Sheng - Company Secretary Jason Yao - EVP, Co-CEO & Executive Director Jessica Tan - Executive Director, Co-CEO & EVP Conference Call Participants Ruisheng Sheng Okay. Good afternoon, dear friends from the media. Welcome to the 2022 Annual Result Announcement for China Ping An. I'm Board Secretary and Brand Director, Sheng Ruisheng of the group. I'll be hosting toda ...

专业·价值( 2022 Interim Results August 2022 Cautionary Statements Regarding Forward-Looking Statements To the extent any statements made in this Report contain information that is not historical, these statements are essentially forward- looking. These forward-looking statements include but are not limited to projections, targets, estimates and business plans that the Company expects or anticipates may or may not occur in the future. Words such as "potential", "estimates", "expects", "anticipates", "objective", ...

2021 First Quarter Results April 2021 Cautionary Statements Regarding Forward-Looking Statements To the extent any statements made in this report contain information that is not historical, these statements are essentially forward- looking. These forward-looking statements include but are not limited to projections, targets, estimates and business plans that the Company expects or anticipates will or may occur in the future. These forward-looking statements are subject to known and unknown risks and uncerta ...

平安 PINGAN 2020 Annual Results February 2021 Cautionary Statements Regarding Forward-Looking Statements To the extent any statements made in this Report contain information that is not historical, these statements are essentially forward- looking. These forward-looking statements include but are not limited to projections, targets, estimates and business plans that the Company expects or anticipates may or may not occur in the future. Words such as "potential", "estimates", "expects", "anticipates", "objecti ...