中国太平杨明刚:2026年权益端将聚焦新质生产力,同时布局高股息标的控制波动

南方财经网
Yesterday

  南方财经3月26日电,2025年,中国太平总投资收益保持增长,为668亿港元;净投资收益530亿港元,同比增长5.2%。净投资收益占比升至79.3%,比上年高出3.7个百分点。同时,中国太平全年加大A股投资力度,权益类资产占比较2024年末提升3.4个百分点。

  中国太平副总经理杨明刚表示,中国太平下半年采取“一个坚持,四个强化”的管理举措:坚持“向配置要收益”的投资思维,强化中长期资金入市的推动力度,强化自上而下集体决策,强化全链条研究支持,强化传统险、分红险、财产险各账户精细化管理。2026年,中国太平将继续发挥保险资金“供应足、期限长”的独特优势,做好资本市场的“压舱石”与“稳定器”。权益端将聚焦新质生产力方向,同时布局高股息标的控制波动;固收端以配置为主、交易为辅,在利率相对高点锁定收益。境外投资坚持防风险优先,固收以高等级信用债为主,权益以港股为主。

(文章来源:南方财经网)

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