险资“跑步入市” 保险系私募“奔向”优质上市公司

经济参考报
Jul 01, 2025

在监管政策持续引导与利差损压力的双重驱动下,保险资金正通过私募证券投资基金渠道加速涌入A股市场。今年以来,中国人寿、中国平安、泰康保险等十余家大小险企密集设立或增资私募证券投资基金,总规模预计达2220亿元。以“鸿鹄志远”为代表的保险系私募已明确锁定大盘蓝筹、高股息标的,通过长期持有策略优化资产负债匹配,勾勒出瞄准优质上市公司“长钱长投”的“投资地图”。  保险系私募持续落地  二季度以来,保险系...

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