再创新高！36万亿险资投向这些领域→

Group 1 - The core viewpoint is that insurance companies' investment funds have surpassed 36 trillion yuan, showing a year-on-year growth of 17.4%, driven by strong savings demand and a recovering stock and bond market [1] - As of the end of Q2 this year, the investment fund balance for life insurance companies reached 32.60 trillion yuan, while property insurance companies had 2.35 trillion yuan [1] - The increasing allocation to stock investments is notable, with life insurance companies investing 2.87 trillion yuan in stocks, accounting for 8.81% of their total investments, an increase of 1.8 percentage points from the previous year [3] Group 2 - Bond investments remain the mainstay for insurance funds, with a total investment balance of 17.87 trillion yuan in bonds, reflecting a growth of 1.94 trillion yuan since the beginning of the year [5] - Life insurance companies hold 16.92 trillion yuan in bonds, making up 51.90% of their total investments, while property insurance companies have 9.455 trillion yuan, accounting for 40.29% [5] - The recent tax policy changes regarding bond interest income may lead to a shift in investment strategies, with a potential increase in high-dividend stocks to mitigate the impact of the new tax on bond investments [5]