环保:垃圾焚烧&水务运营资产:险资持续举牌 长期配置价值凸显

长江证券
21 Jul

政策持续发力,险资增配红利资产稳步推进前言:2025 年7 月,财政部发布《关于引导保险资金长期稳健投资进一步加强国有商业保险公司长周期考核的通知》,进一步落实国有保险公司长周期考核引导,提升险资入市空间。险资为资本市场重要增量资金,本篇聚焦分析险资举牌环保公司情况。新形势下保险公司面临多重变化,推动险资增配权益投资:1)利率下行保险公司净投资收益率下降,利差空间相应压缩,保险资金亟需寻找收益率更...

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