Group 1 - The core viewpoint is that the insurance asset management sector is increasingly focusing on asset-backed securities (ABS) due to the declining yields of traditional fixed-income assets, which are unable to cover the comprehensive cost pressures of insurance funds [2] - In the first three quarters, 15 insurance asset management institutions registered 66 asset-backed plans with a total scale of 274.578 billion yuan, representing a year-on-year growth of 25.1% [1] - The underlying asset types of registered products are diversifying, including inclusive finance, infrastructure revenue rights, financial leasing, and supply chain assets, indicating a trend towards expanding the range of underlying assets in insurance asset-backed plans [2] Group 2 - The CSI 800 Securities Insurance Index has seen a 0.91% increase, with notable gains from stocks such as Dongxing Securities (up 7.20%) and Xiangcai Shares (up 5.87%) [1] - The top ten weighted stocks in the CSI 800 Securities Insurance Index account for 62.52% of the index, with major players including China Ping An and CITIC Securities [3] - The insurance securities ETF closely tracks the CSI 800 Securities Insurance Index, providing investors with a diversified investment option within the securities insurance sector [2]
保险证券ETF(515630)涨超1%,险资加大ABS布局力度
Xin Lang Cai Jing·2025-10-27 06:23