2026年8月21日,国家金融监督管理总局发布《保险公司资产负债管理办法》及配套通知,引发了市场对险资配置再平衡的广泛关注。高股息资产再迎政策利好,市场关注度有所提升。那么,当下是否是关注高股息资产的较好窗口? 新规利好高股息资产的三重逻辑 逻辑一:成本收益匹配监管权重提升,“净投资收益覆盖率的硬约束”是最直接的驱动力。 新规建立了定量化的资产负债管理监管与监测指标体系,进一步强化了保险公司...
Source Link2026年8月21日,国家金融监督管理总局发布《保险公司资产负债管理办法》及配套通知,引发了市场对险资配置再平衡的广泛关注。高股息资产再迎政策利好,市场关注度有所提升。那么,当下是否是关注高股息资产的较好窗口? 新规利好高股息资产的三重逻辑 逻辑一:成本收益匹配监管权重提升,“净投资收益覆盖率的硬约束”是最直接的驱动力。 新规建立了定量化的资产负债管理监管与监测指标体系,进一步强化了保险公司...
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