Xin Lang Cai Jing·2025-08-29 09:14Core Viewpoint - Xinhua Insurance reported strong investment performance in the first half of the year, attributed to deep market insights and effective asset allocation [1] Fixed Income Investment - The company emphasizes two key strategies for fixed income investments: maintaining strategic consistency with a focus on long-term bond matching across cycles, and enhancing trading capabilities through a diversified approach and seizing trading opportunities [1] Equity Investment Strategy - Xinhua Insurance's equity investment strategy focuses on optimizing allocation structures to achieve long-term stable excess returns while controlling volatility, with three main directions: - Emphasizing the value of high-dividend stocks, which provide stable cash flow and net investment returns, especially under declining interest rates [1] - Actively investing in sectors aligned with national strategic priorities, supporting the development of strategic emerging industries and future industries [1] Market Considerations - Regarding market concerns about stake acquisitions, the company will consider macroeconomic conditions, the long-term value of specific targets, and alignment with its strategic needs when making decisions [1]