险资入市加速,或成A股定盘星

和讯
Sep 08, 2025

文/刘思嘉在“中长期资金入市”政策东风下,头部险企率先打破传统资产配置范式,将“耐心资本”转化为实操层面的仓位重构,显著提升了权益类资产仓位水平,开辟出新的收益增长极。2025年中报显示,五大险企同期总投资收益达3673.77亿元,同比增幅近9%。其中股票持仓约1.85万亿元、基金持仓约0.83万亿元,合计近2.7万亿元,占总投资资产的比重升至13.6%,较去年同期继续走高。这一趋势背后,既有资本...

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