Core Viewpoint - Sunshine Insurance's subsidiary, Sunshine Life Insurance, has signed a fund contract with Sunshine Hengyi and China Merchants Bank Qingdao Branch, marking a significant step in its plan to invest 20 billion RMB in a pilot fund project [1][2] Group 1: Investment Strategy - The investment through private equity funds and long-term equity investments by insurance capital can help stabilize profit fluctuations and enhance investor confidence, achieving the goal of "long money, long investment" [1][5] - Sunshine Hengyi has completed its registration and is controlled by Sunshine Asset Management, with a registered capital of 10 million RMB [2] - The insurance sector is increasing its allocation to equity investments, with the latest data showing a rise in the proportion of equity assets held by life and property insurance companies [2] Group 2: Market Impact - The implementation of the new IFRS 9 accounting standards will cause stock market fluctuations to directly impact profit statements, making long-term equity investments more appealing for insurance capital [3] - Insurance capital tends to favor stable, high-dividend stocks in sectors like industrials, utilities, and energy, which are seen as primary targets for investment [4][5] - The increased allocation of insurance capital to equity investments is expected to stabilize the market and enhance investor confidence, contributing to a healthier market environment [6]
险资持续推进“长钱长投” 私募证券投资项目加速落地