Core Viewpoint - The insurance asset management products have shown strong performance in 2023, with a significant majority achieving positive returns, indicating a robust market environment for fixed income and equity products [1] Group 1: Performance of Insurance Asset Management Products - Among 1,098 fixed income products, 1,038 have achieved positive returns this year [1] - Of the 1,602 disclosed insurance asset management products, 93.2% have reported positive returns year-to-date [1] - In the equity category, 245 out of 269 products have achieved positive returns, while in the mixed category, 195 out of 220 products have done so [1] Group 2: Future Market Outlook - Huatai Securities projects that insurance capital will remain active in the market through 2026, with an expected increase in secondary equity positions, although at a slower pace compared to 2025 [1] - The allocation between secondary equities and bonds is anticipated to be more balanced in 2026 than in 2025 [1] - Industry insiders indicate that insurance asset management institutions will continue to focus on tracking and identifying quality listed companies in key areas such as technological innovation and new productive forces [1]
超九成险资产品正收益 科创成布局重点