人保资本谭国彬：随着耐心资本壮大，险资另类投资将进一步加大实体经济投入

Core Insights - Alternative investments are rapidly expanding and play a crucial role in stabilizing investment returns, with a projected annual growth rate of approximately 13.1% from 2000 to 2024, expected to reach $35 trillion by 2032, accounting for 24% of the global asset management total [3] - The shift in China's financing methods from incremental to stock-based models necessitates the activation of existing assets through securitization products [3] - Insurance capital is increasingly focusing on alternative investments, with a notable shift towards asset-backed plans and equity investments over the past three years, despite a decline in the growth rate of debt-related products [4] Industry Trends - The current trend in alternative investments among domestic insurance capital is characterized by a transition from traditional debt products, which currently account for over 50% of investments, to more diverse categories such as asset-backed plans and equity investments [4] - The overall growth rate of alternative investments in the insurance sector has decreased to 8%, influenced by factors such as debt resolution and declining interest rates [4] - Human Insurance Capital's investment strategy focuses on three main areas: stable debt investment, quality physical asset investment, and strong private equity investment [4] Regional Focus - Human Insurance Capital has invested nearly 10 billion yuan in the Henan market in recent years, including projects like the Zhengzhou Airport debt investment plan and the Henan High-speed debt investment plan [4]