券商中国·2025-03-25 09:59Core Viewpoint - The article emphasizes the importance of insurance companies in providing "patient capital" to support the development of new productive forces in the economy, especially in the context of a changing global landscape [2][10]. Investment Strategy - The company plans to increase its equity investment and closely monitor the technology sector, particularly in areas like semiconductors, low-altitude economy, and AI applications [3][5]. - The investment strategy will adapt to macroeconomic conditions and market trends, focusing on a balanced allocation between high-dividend and growth sectors [5][6]. - As of the end of 2024, the company's managed asset scale is expected to exceed 5.7 trillion yuan, highlighting its role as a significant long-term capital provider [4]. Long-term Investment Environment - The long-term low-interest rate environment necessitates a reasonable combination of asset structures, with an increased proportion of equity investments [5][9]. - The company is actively participating in pilot programs for long-term stock investments, which are expected to improve the capital market's funding structure and support high-quality economic development [7][8]. Collaboration with Government - The company is exploring structured designs for collaboration with government capital, aiming to enhance support for technology-driven enterprises through innovative funding mechanisms [12][13]. - A notable example includes the establishment of a 10 billion yuan major project fund in partnership with the Shenzhen government to support local industrial development [11]. Product Strategy - The company aims to enhance its product structure by increasing the proportion of participating insurance products, which are expected to meet diverse customer needs for wealth management [14]. - The contribution of health and elderly care clients to the company's new business value has significantly increased, indicating a shift towards more integrated financial and healthcare services [14][15]. Technological Empowerment - The company is committed to a long-term strategy of technological empowerment, focusing on digital transformation to reduce costs, improve efficiency, and manage risks [15].