迎击低利率挑战 险资掘金另类资产

Core Insights - In a low interest rate market environment, insurance funds are actively seeking higher returns through alternative assets, particularly asset-backed plans (insurance version of ABS) and REITs projects [1] Summary by Category Asset-Backed Plans - As of July 17, over 40 asset-backed plans have been registered with the China Insurance Asset Registration and Trading System, with a total scale exceeding 200 billion yuan, representing a year-on-year growth of approximately 50% [1] REITs Investment - More than 40 insurance institutions have participated as strategic investors in over 10 REITs placements this year, compared to only 10 institutions participating in 7 REITs placements during the same period last year [1] Overall Trend - The data indicates that insurance funds are accelerating their exploration of investment opportunities in alternative assets [1]