Group 1 - The core viewpoint of the article is that insurance institutions show a significant recovery in confidence towards the bond and A-share markets for the second half of 2025, with a focus on sectors like artificial intelligence, high-dividend assets, and innovative pharmaceuticals [1][2] - According to the survey results, 55.56% of insurance asset management institutions and 47.67% of insurance companies hold an optimistic view on the bond market for the second half of 2025, while 52.78% of insurance asset management institutions and 55.81% of insurance companies are optimistic about the A-share market [1][2] - Compared to last year's survey, there is a notable increase in confidence among insurance institutions regarding the investment market for the second half of this year, with a 13.89 percentage point increase for insurance asset management institutions and a 2.1 percentage point increase for insurance companies regarding the bond market [2] Group 2 - The most favored A-share sectors by insurance institutions for the second half of the year include banking, pharmaceutical biology, electronics, and computers, with a focus on investment opportunities in artificial intelligence, high-dividend assets, new productive forces, and innovative pharmaceuticals [2][3] - The investment trend of insurance capital is expected to continue, supporting industries and companies with national strategic significance, while also emphasizing the need for enhanced investment capabilities in research, due diligence, allocation, risk control, valuation, and technology [3]
2025年下半年保险资产管理业投资者信心调查结果出炉 险资关注人工智能、创新医药等领域投资机会
Zheng Quan Ri Bao·2025-08-23 00:51