某人寿保险公司季度报告(英文版).docx

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1、From:Shirley XuTo:Frank KangDepartment:MKTG.CC:CEOPeter Chong;X.XZhaoJason YinRef:Ref:Competitor Information Reportin 2ndQuarter 2001Date:2001/07Page:10Competitor Information Report in 2ndQuarter 2001A)Life Insurance MarketTotal premium of 2ndquarter is RMB2.275 billion.New business is over 876.9 mi

2、llion,about 31.6%of total premium.The sum of first four companies new business(NB),Ping An，AIA，China Life andPacific,reached RMB 790.77million，occupied 90.17%.Others occupied about 10%.TheNB offoreigncompanies occupied 20.1%,over RMB 176.35 million.Total premium of the first half year is RMB4.964 bi

3、llion，NB occupied 38.3%，overRMB1.9 billion.The NB of foreign companies occupied about 21%.B)Individual NB MarketShareNB of Second QuarterMANULIFE3.00%P-AETNA3.12%AXA-Min1.11%NEWCHINALIFE0.32%CHINA LIFE10.00%ALLIANZ1.24%JHC TianAn0.13%TAIKANG0.61%CHINA LIFE CMG0.29%PINGAN62.12%AIA11.21%PACIFIC6.84%In

4、 2ndQuarter 2001,Ping An NB market share ranked first，occupied 62.12%(1stquarteroccupied 58.01%).Comparing with that of1stquarter 2001，Ping An NB increasedconsiderably by 33.53%，from RMB408 million to RMB544.81 million.AIA ranked second，occupied 11.21%（1stquarter occupied 15.91%.AIA NB in 2ndquarter

5、 was RMB 98.27 million，down 15.2%，from RMB 115.9 million to RMB98.27million.China Life ranked third,occupied 10%of market share.Comparing with that of 1stquarter 2001，its NB was up about 25.62%,from RMB 69.8 million to RMB87.68 million.Pacific occupied6.84%of market share，RMB 60.013 million，rankedfo

6、urth.AXA-Minmetals ranked eighth,occupied 1.11%of NB on whole market,over RMB9.768 million in 2ndQuarter 2001.Comparing with that of 1stquarter 2001,NB increased by14.25%.Among all foreign companies AXA-Minmetals ranked fifth.C)Individual NB Market Share in First Half YearNB of First Half YearMANULI

7、FE2.72%P-AET NA3.76%PACIFIC20.15%JHC T IANAN0.08%CHINA LIFECMG0.20%Allianz0.85%AXA-MIN0.96%CHINA LIFE8.28%NEW CHINALIFE0.15%AIA12.41%T AIKANG0.33%PINGAN50.10%D)Market Share of Total PremiumE)Competitor NB Trend in 2ndQuarter(12 Companies)E.1 First Four Companies NB TrendIn June the premium of Pacifi

8、c universal life was 14.49 million，90.15%share of itsnew business.In 2ndquarter the average share of universal life is also about 90%of its NB.050100150200 AprilM ay June m illionCH IN A L IFEP A CIFICP IN G A NA IAMarket Share of Total PremiumMANULIFE2.16%P-AET NA1.81%PACIFIC9.22%JHC T IANAN0.03%CH

9、INA LIFE CMG0.08%Allianz0.85%AXA-MIN0.51%CHINA LIFE11.15%NEW CHINALIFE0.06%AIA12.41%T AIKANG0.13%PINGAN60.62%E.2 The Middle Four Companies NB TrendThe NB of Manulife was less than that of P-Aetna in 2ndquarter.Allianz had a biggroup case in June,about 6 million FYP.It contributed great increase of N

10、B in June.E.3 The Last FoursIn May Taikang conducted a contest.One agent submitted a SP case,over RBM 3million.SoTaikangs NB in May was much higher.F)Sales OfficeIn April Allianz opened one new sales office in Jinshang district.In May Manulifeopened two sales offices in Fengxian,Songjiang district.P

11、-Atena opened one new salesoffice in Xingzhuang district in June.0246810121416 A prilM ay June millionM A N U L IFEP-A E TN AA XA-M INA L L IA N Z0.00.51.01.52.02.53.03.54.0 AprilMay June TAIKANGNEW CHINA LIFECHINA LIFE CMGJHC TIANAN G)Agent Productivity in 2ndquarterAmong all companies,Pacifics age

12、nt productivity ranked first in 2ndquarter 2001,RMB11,800/month.Second is Ping An,average RMB11,300/month.Third is Allianz,RMB8,500/month.AXA-Minmetals ranked eleventh,RMb2,430/month.AgentProductivity(monthly)=New Business/AgentH)Number of AgentPing An ranked first,total 16,106 agents in June,up 7.3

13、7%from1stquarter to 2ndquarter.AIA ranked second，from 4,572 to 4,578.AXA-Minmetals had 1,340 agents at theend ofJune，occupied 3.63%of agent share.0 02 2 0 0 0 0 0 04 4 0 0 0 0 0 06 6 0 0 0 0 0 08 8 0 0 0 0 0 01 1 0 0 0 0 0 0 0 01 1 2 2 0 0 0 0 0 0CHINA LIFEPACIFICPINGANTAIKANGNEWCHINALIFEAIAMANULIFE

14、P-AETNAAXA-MINALLIANZCHINA LIFECMGJHC TIANAN y y u u a a n n020004000600080001000012000140001600018000CH IN A L IFEP A CIFICP IN G A NTA IK A N GN E W CH IN A L IFEA IAM A N U L IFEP-A E TN AA XA-M INA L L IA N ZCH IN A L IFE CM GJH C TIA N A N 编号：时间：2021 年 x 月 x 日书山有路勤为径，学海无涯苦作舟书山有路勤为径，学海无涯苦作舟页码：第6

15、页 共12页第 6 页 共 12 页I)Appendix New Business (RMB:million)NB MarketShareRenewalPremium(RMB:million)CHINA LIFE4700100014.05%1569.806.81%237.904950PACIFIC20004915.98%15323.1331.53%34.7253855PINGAN15000592044.84%13408.0039.82%650.189067TAIKANG300640.90%41.000.10%0.001111NEWCHINALIFE000.00%00.000.00%0.000A

16、IA510056815.25%14137.6813.44%207.948999MANULIFE200012635.98%625.392.48%21.914231P-AETNA250011907.47%644.104.30%6.675880AXA-MIN12006183.59%48.560.84%2.592377ALLIANCE6501081.94%35.320.52%1.202728CHINA LIFE CMG150750.45%11.330.13%0.002958JHC TIANAN100980.30%10.390.04%0.001290Total3345011395100.00%82102

17、4.70100.00%1163.1110211Agentsproductivity(RMB/Monthly)IndividualSalesOfficeStatistics of Shanghai Life assure market(2001.1-2001.3)agencyshareAQEAgentCompany编号：时间：2021 年 x 月 x 日书山有路勤为径，学海无涯苦作舟书山有路勤为径，学海无涯苦作舟页码：第7页 共12页第 7 页 共 12 页 NewBusiness (RMB:million)NB MarketShareRenewalPremium(RMB:million)Tot

18、alPremium(RMB:million)MarketShareCHINA LIFE*470012.74%1587.6810.00%157.94245.628.85%6218PACIFIC17004.61%1560.016.84%39.8399.843.60%4256PINGAN1610643.66%13544.8162.12%1405.431950.2470.28%38639TAIKANG7001.90%45.320.61%0.375.690.21%378NEWCHINALIFE9302.52%22.800.32%0.002.800.10%198AIA457812.41%*1498.271

19、1.21%243.02341.2912.30%6970MANULIFE26857.28%826.343.00%33.3259.662.15%1868P-AETNA32008.68%927.383.12%11.5738.951.40%1942AXA-MIN13403.63%49.771.11%4.6114.380.52%693ALLIANZ4251.15%310.881.24%1.9512.830.46%772CHINA LIFE CMG*1500.41%22.530.29%0.002.530.09%5622JHC TIANAN*1000.27%11.180.13%0.001.180.04%3T

20、otal36886100.00%76876.97100.00%1898.042775.01100.00%7925Statistics of Shanghai Life Assure Market(2001.4-6)CompanyAgentAgentShareSalesOffice IndividualAgentProductivity(RMB/Monthly)*Estimation编号：时间：2021 年 x 月 x 日书山有路勤为径，学海无涯苦作舟书山有路勤为径，学海无涯苦作舟页码：第8页 共12页第 8 页 共 12 页 NewBusiness(RMB:millioNB MarketSha

21、reRenewalPremium(RMB:million)TotalPremium(RMB:million)MarketShareCHINA LIFE*470012.84%15157.488.28%395.84553.3211.15%5584PACIFIC17004.64%15383.1420.15%74.55457.699.22%37563PINGAN1610643.99%13952.8150.10%2055.613008.4260.62%9860TAIKANG7001.91%46.320.33%0.376.690.13%1505NEWCHINALIFE9302.54%22.800.15%0

22、.002.800.06%501AIA457812.50%14235.9512.41%450.96686.9113.84%8590MANULIFE26857.33%851.732.72%55.23106.962.16%3211P-AETNA32008.74%671.483.76%18.2489.721.81%3723AXA-MIN13403.66%418.330.96%7.2125.530.51%2279ALLIANZ4251.16%316.200.85%3.1519.350.39%6353CHINA LIFE CMG*1500.41%13.860.20%0.003.860.08%4290JHC

23、 TIANAN*1000.27%11.570.08%0.001.570.03%2612Total36614100.00%861901.67100.00%3061.154962.82100.00%8656AgentProductivity(RMB/Monthly)Statistics of Shanghai Life Assure Market(2001.1-6)CompanyAgentAgentShareSalesOffice Individual*Estimation编号：时间：2021 年 x 月 x 日书山有路勤为径，学海无涯苦作舟书山有路勤为径，学海无涯苦作舟页码：第9页 共12页第

24、9 页 共 12 页 New Business (RMB:million)NB M arketShareRenew alPrem ium(RMB:million)Total Prem ium(RMB:million)M arketShareCHINA LIFE470013.61%1537.9012.03%19.23169.5221.66%8064PACIFIC20005.79%1529.809.46%19.2034.394.39%14900PINGAN1500043.42%13180.2357.18%253.79434.1255.47%12015TAIKANG3000.87%40.520.16

25、%0.080.580.07%1733NEW CHINA LIFE8002.32%10.580.18%0.000.580.07%729AIA457813.25%1437.8112.00%76.20100.7712.88%8259MANULIFE28008.11%67.702.44%8.8617.262.21%2750P-AETNA25007.24%714.564.62%3.0017.572.25%5824AXA-MIN12003.47%43.211.02%1.194.370.56%2675ALLIANZ4151.20%32.230.71%0.492.930.37%5373CHINA LIFE C

26、MG1500.43%10.380.12%0.000.380.05%2533JHC TIANAN1000.29%10.250.08%0.000.120.02%2500Total34543100.00%84315.17100.00%382.04782.60100.00%9124Statistics of Shanghai Life Assure Market(2001.4)Com panyAgentAgentShareSalesOffice IndividualAgent Productivity(RMB/Monthly)编号：时间：2021 年 x 月 x 日书山有路勤为径，学海无涯苦作舟书山有

27、路勤为径，学海无涯苦作舟页码：第10页 共12页第 10 页 共 12 页 New Business(RMB:million)NB M arketShareRenew alPremium(RMB:million)Total Premium(RMB:million)M arketShareCHINA LIFE470013.35%1525.309.09%51.0876.387.65%5382.98PACIFIC17004.83%1514.135.08%10.7424.872.49%8311.76PINGAN1500042.61%13182.2965.49%575.82758.1175.91%121

28、52.67TAIKANG3000.85%43.821.37%0.153.970.40%12733.33NEW CHINALIFE9202.61%21.050.38%0.001.050.10%1136.20AIA457012.98%1431.3211.25%69.56100.8810.10%6853.39MANULIFE28007.95%89.063.26%8.7017.761.78%3235.71P-AETNA32009.09%75.431.95%2.738.160.82%1696.88AXA-MIN13403.81%43.681.32%1.114.790.48%2747.76ALLIANZ4

29、201.19%31.350.49%0.491.840.18%3214.29CHINA LIFE CMG1500.43%10.450.16%0.000.450.05%3000.00JHC TIANAN1000.28%10.460.17%0.000.460.05%4600.00Total35200100.00%87278.34100.00%720.38998.71100.00%7907.31Statistics of Shanghai Life assure m arket(2001.5)CompanyAgentAgentShareSalesOffice IndividualAgentProduc

30、tivity(RMB/Monthly)编号：时间：2021 年 x 月 x 日书山有路勤为径，学海无涯苦作舟书山有路勤为径，学海无涯苦作舟页码：第11页 共12页第 11 页 共 12 页AgentProductivity New Business(RMB:million)NB M arketShareRenewalPremium(RMB:million)Total Premium(RMB:million)M arket ShareCHINA LIFE470012.92%1524.488.64%87.63112.110.2210.39%PACIFIC17004.67%1516.085.67%9

31、.8925.970.622.41%PINGAN1610644.29%13182.2964.31%575.82758.110.2470.25%TAIKANG7001.92%40.980.35%0.141.120.880.10%NEW CHINALIFE9302.56%21.170.41%0.001.171.000.11%AIA457812.59%1429.1410.28%97.26126.400.2311.71%MANULIFE26857.38%89.583.38%15.7625.340.382.35%P-AETNA32008.80%97.392.61%5.8413.230.561.23%AXA

32、-MIN13403.68%42.881.01%2.325.200.550.48%ALLIANZ4251.17%37.302.58%0.978.270.880.77%CHINA LIFE CMG1500.41%11.700.60%0.001.701.000.16%JHC TIANAN1000.27%10.470.17%0.000.471.000.04%Total36364100.00%89283.46100.00%795.631079.09100.00%Statistics of Shanghai Life assure market(2001.6)CompanyAgentAgentShareSalesOffice Individual编号：时间：2021 年 x 月 x 日书山有路勤为径，学海无涯苦作舟书山有路勤为径，学海无涯苦作舟页码：第12页 共12页第 12 页 共 12 页