泰康资产担当耐心资本，以长期主义助力高质量发展

Core Viewpoint - The article emphasizes the importance of long-term, value-oriented investment strategies in the insurance asset management sector, highlighting the recognition of Taikang Asset as a leading representative of patient capital in the industry [2][5][13]. Group 1: Taikang Asset's Recognition and Role - Taikang Asset has been recognized as an exemplary institution for practicing the "three investments" philosophy in the asset management industry by 2025 [2]. - The company is acknowledged for its commitment to rational, value, and long-term investment principles, which have garnered high recognition within the industry [2][5]. - As a leading insurance asset management institution, Taikang Asset plays a crucial role in supporting the real economy and capital market development through its long-term investment advantages [2][5]. Group 2: Advantages of Insurance Capital - Insurance capital is characterized by large scale, long duration, and stable sources, making it a natural patient capital that supports the healthy and sustainable development of the real economy and capital markets [5]. - The insurance asset management industry possesses several advantages, including a long-term investment mindset, policy support for serving the real economy, and mature risk management capabilities [5][6]. - As of the end of Q2 2025, the balance of insurance capital utilization exceeded 36 trillion yuan [5]. Group 3: Future Outlook and Investment Strategies - The future outlook indicates that insurance capital will continue to play a significant role as long-term and patient capital, striving to "cross cycles" in investment layouts [6]. - Taikang Asset aims to optimize investment strategies by exploring diverse investment models and enhancing strategy configurations to better support the transformation and high-quality development of the real economy [6][10]. - The company is focusing on fundamental analysis for long-term stable asset appreciation, targeting high dividend assets and sectors aligned with national development strategies, such as high-end manufacturing and artificial intelligence [10]. Group 4: Commitment to Supporting the Real Economy - Since its establishment in 2006, Taikang Asset has actively participated in major infrastructure projects, supporting national strategies and the real economy [12]. - The company has been involved in significant projects like the Beijing-Shanghai High-Speed Railway and the West-to-East Gas Transmission project, demonstrating its commitment to innovation and industry leadership [12]. - Taikang Asset is positioned as a key player in the insurance asset management sector, ranked 52nd globally and 3rd in China in the 2025 IPE "Global Asset Management 500" list [12].