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New China Life Insurance Company Ltd
XMUN:NCL

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New China Life Insurance Company Ltd
XMUN:NCL
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Price: 5.2 EUR
Market Cap: €42.7B

New China Life Insurance Company Ltd
Investor Relations

New China Life Insurance Company sells life and health insurance in China. Its main products include protection policies for death and disability, medical and accident cover, and savings-style policies that combine insurance with long-term cash value. It sells mainly to individual households, and it also serves some group customers through employers and other organizations. The company makes money by collecting insurance premiums upfront and then paying claims and policy benefits over time. It also invests the money it holds between premium collection and claim payment, which is a central part of how a life insurer earns returns. Most of its business comes from long-term policies, so its success depends on writing policies carefully, managing risk, and handling customer relationships well. What makes this business different is that it is both a financial product seller and a long-term promise maker. Customers are paying for future protection, not a one-time service, so trust, regulation, and balance-sheet strength matter a lot. New China Life sits in the middle of the insurance value chain: it designs policies, sells them through agents and other channels, collects premiums, pays claims, and manages the invested assets backing those promises.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Aug 27, 2026
AI Summary
Q2 2026

Strong growth: The company reported broad-based first-half growth, with GWP up 6.9%, operating revenue up 18.9%, NBV up 11.9% and net profit up 54% year-on-year to CNY 22.8 billion.

Better mix: Management emphasized a shift toward regular-premium and longer-duration business. Long-term insurance FYRP accounted for 85.2%, up 20.8 percentage points, while 13-month and 25-month persistency reached 97.5% and 93.6%.

Channel momentum: Individual and bancassurance channels both grew strongly, with premiums of CNY 17.7 billion and CNY 14.6 billion, up 24% and 32%, respectively. Management said it remains confident in meeting its full-year plan.

Investment results: Annualized total investment yield was 6.7%, up 0.8 percentage points. The company increased exposure to long-duration bonds, high-dividend equities, technology-related sectors and selected alternative assets.

Shareholder returns: The company proposed an interim cash dividend of CNY 0.73 per share, up 9% year-on-year. The final dividend will depend on full-year results, capital and risk metrics, and other funding needs.

Strategic priorities: Management plans to deepen asset-liability management, strengthen bancassurance and individual-agent capabilities, expand health and elderly-care services, and apply AI across underwriting, claims, customer service, risk management and marketing.

Capital strength: Solvency remains well above regulatory thresholds. The company issued CNY 10 billion of perpetual AT1 bonds, while also focusing on internal capital generation, cost control and balanced asset allocation.

Key Financials
GWP
Up 6.9%
Operating revenue
Up 18.9%
NBV
CNY 6.9 billion
Embedded value
CNY 310.4 billion
Total assets
CNY 1.96 trillion
Net assets
CNY 123.6 billion
Annualized total investment yield
6.7%
Net profit
CNY 22.8 billion
Interim cash dividend
CNY 0.73 per share
Long-term insurance FYRP proportion
85.2%
10-year-and-above regular premium share
Not specified
13-month persistency ratio
97.5%
25-month persistency ratio
93.6%
Surrender rate
0.7%
Investment balance in the real economy
More than CNY 1.4 trillion
Investment balance in technology finance
More than CNY 500 billion
Investment in strategic emerging industries
More than CNY 220 billion
Green finance investment balance
More than CNY 110 billion
Individual channel premiums
CNY 17.7 billion
Bancassurance channel premiums
CNY 14.6 billion
Individual-channel new recruits
20,000
High-performing individual teams
Not specified
Average individual-channel productivity
Not specified
Health and elderly-care communities
60
Travel-based projects
83
Perpetual AT1 bond issuance
CNY 10 billion
Other Earnings Calls
2026
2022

Management

Mr. Yucheng Yang
Executive Chairman
No Bio Available
Mr. Xingfeng Gong
President, Financial Principal, VP, Chief Actuary, Board Secretary & Joint Company Secretary
No Bio Available
Mr. Hongbo Qin
VP & Chief Risk Officer
No Bio Available
Mr. Tao Zhang
Head of Accounting Department
No Bio Available
Mr. Zhongzhu Wang
GM of Discipline Inspection & Supervision Office and Employee Representative Supervisor
No Bio Available
Ms. Sau Mei Ng ACIS, ACS, FCIS, FCS
Joint Company Secretary
No Bio Available

Contacts

Address
BEIJING
Beijing
New China Life Insurance Mansion, No. A12, Jianguomenwai Avenue, Chaoyang District
Contacts