双线配置

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解析国寿资产硬实力:投研夯实根基 从国家战略寻找投资密码
Zhong Guo Zheng Quan Bao· 2025-09-25 22:11
近年来,险资机构日益活跃在资本市场,以长期主义视角,秉承长期投资、价值投资、稳健投资理念, 积极围绕国家重大战略和新质生产力前沿领域排兵布阵。 作为头部险资机构,国寿资产目前合并管理资产总规模已经超过6.5万亿元,服务实体经济规模近4万亿 元,积极发挥头雁作用,争做资本市场改革的行动派、资本市场的长期投资者、稳定资本市场的贡献 者,以及落实国家战略部署的引领者。 国有金融企业和中国资本市场大型机构投资者的担当,也在国寿资产独具特色的投资方法论和投资实践 中得以彰显——一方面,为实体经济引入更多源头活水,为资本市场带来更多长期增量资金;另一方 面,通过逆周期和跨周期布局,拉长资产久期,稳定自身投资收益,夯实承托万亿元民生保障的硬实 力。 ● 本报记者 薛瑾 陈露 中长期资金入市先锋 去年以来,资本市场投资端改革加速,长钱长投政策体系加快构建。在保险领域,最突出的改革举措之 一,就是保险资金长期投资改革试点的落地和扩围。 国寿资产率先响应监管部门号召,联合相关机构发起鸿鹄基金,开创了保险资金长期稳定投资股票新模 式。目前,国寿资产已携手相关机构连续发起设立了三期鸿鹄基金,对资本市场长期稳定发展的支持力 度不断增强 ...
直通民生!中国人寿集团旗下资产公司创建并持续完善“双线配置”投资方法论
Zhong Jin Zai Xian· 2025-07-01 09:20
Core Viewpoint - China Life Insurance is committed to serving national strategies and improving people's livelihoods through systematic investment strategies, managing over 6.3 trillion yuan in assets and supporting social welfare projects with over 240 billion yuan [1][2]. Investment Strategy - The company has established a "dual-line configuration" investment methodology to guide insurance funds towards major national strategies and social welfare projects, ensuring alignment with government directives [2]. - A "list + model" approach is used to enhance decision-making, encouraging investments in areas like rural revitalization and expanding the middle-income group [2]. - Dynamic monitoring mechanisms are in place to track investment effectiveness and manage risks post-investment [2]. Investment Focus Areas - The company has diversified its investment portfolio, focusing on infrastructure, healthcare, rural revitalization, and elderly care, with equity investments exceeding 93 billion yuan [3]. - Bond investments have targeted areas like regional development and inclusive finance, with related investments surpassing 110 billion yuan [3]. - Alternative investments are aligned with national strategies and social welfare, transforming quality assets into public welfare projects [3]. Key Projects - The Qinghai Yellow River Company project, with a total installed capacity of 28.93 million kilowatts, produces approximately 60 billion kilowatt-hours of clean energy annually, significantly contributing to carbon reduction and regional development [6]. - The project has improved irrigation rates in downstream areas from 56% to 80%, supporting food security for 13.4% of the national grain supply [6]. Social Impact - The company has initiated various projects to enhance food security, including a 3 billion yuan investment plan for grain processing and a 2 billion yuan investment in agricultural technology [16]. - Water security initiatives include a 20 billion yuan investment in water supply projects benefiting 15 million people [16]. - Transportation projects have been launched to improve infrastructure, such as a 1 billion yuan investment in the Qingdao Jiaozhou Bay Bridge [17]. Future Outlook - China Life Insurance aims to continue its commitment to serving the public through long-term investments, focusing on ecological and social benefits while adhering to the "333 strategy" for resource optimization [26].