Ge Long Hui·2025-08-28 04:05Core Viewpoint - China Life Insurance remains optimistic about the A-share market for the second half of the year, highlighting the accumulation of positive factors and a relatively solid market bottom [1] Group 1: Market Outlook - The bond market is expected to maintain low volatility, while stock market valuations are generally reasonable [1] - The company will focus on investment opportunities in sectors such as technological innovation, advanced manufacturing, new consumption, and overseas enterprises [1] Group 2: Asset Allocation Strategy - The asset allocation strategy will emphasize "stabilizing asset allocation and optimizing flexible assets," maintaining a neutral and flexible approach [1] - The company aims to keep the duration gap of assets and liabilities at a low level [1] Group 3: Equity Market Focus - There will be an active implementation of long-term capital market entry requirements, with a continuous optimization of equity allocation structure [1] - The focus will be on new productive forces and high-quality dividend stocks to enhance the robustness and long-term return potential of equity allocations [1]