民生证券:险资成立私募基金 有望成为真正的“耐心资本”

银柿财经
Jun 15, 2025

2025年6月8日,民生证券发布了一篇非银行金融行业的研究报告,报告显示,中国太保成立太保战新并购基金和私募证券投资基金,总规模500亿。其中,战新并购基金目标300亿,首批100亿,专注上海国资国企改革;私募证券投资基金目标200亿,聚焦二级市场优质标的。此举响应中长期资金入市政策,改善险资投资结构,夯实分红基础。报告认为,险资作为重要的机构投资者,伴随政策支持和利率下行的客观趋势,通过私募基金...

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