“中保”中报⑬A股上市险企投资大比拼!下半场如何把握时机?

中保新知
Sep 04

在当下的环境下,投资成为保险业的生死局。2025年上半年,在“险资入市”和“长线长投”的政策指引下,险资在资本市场的活跃度明显提升。从五家A股险企上半年资产端配置来看,其步调几乎一致:固定收益投资方面,守好资产配置“基本盘”,抢抓利率阶段性高点,加大长久期政府债配置力度,抓住有利时机拉长资产久期;权益资产方面,坚定落实中长期资金入市要求,积极布局新质生产力相关领域,加大优质高股息资产配置力度,提升...

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