金十数据5月30日讯，上海市委金融办常务副主任周小全在发布会上表示，国际金融组织和外资金融机 构加快在上海集聚，各类持牌金融机构达1782家，其中外资金融机构占比约1/3。上海国际再保险中心 加快建设，丰富国际化金融产品，原油、20号胶、低硫燃料油、国际铜、集装箱运价指数期货及原油期 权6个国际化品种可供境外交易者直接参与交易。"玉兰债"累计发行规模跃上百亿元量级，卢森堡证券 交易所成为欧洲首家上市"玉兰债"的交易所。 （东方网） 上海：加快国际再保险中心建设 丰富国际化金融产品 ...

2025年5月7日，央行宣布全面降准0.5个百分点并同步下调政策利率，释放长期流动性约1万亿元（币种 为人民币，如无特别说明以下同），标志着货币政策进一步向"适度宽松"倾斜。 这一政策组合拳不仅为实体经济注入动能，更通过利率传导机制重塑金融市场格局。对再保险行业而 言，低利率环境加速了风险定价体系的重构，倒逼行业深化风险管理能力与产品创新效率，具备全周期 风险分散能力和资产负债管理优势的头部企业将迎来结构性机遇。 聚焦到公司层面，作为国内再保险行业的领军企业，中国再保险（简称"中国再保"）在此轮政策周期中 展现出显著的领跑态势。其亚洲第一、全球第八的业务规模优势，叠加在上海国际再保险中心建设中的 核心参与地位，使其能够充分承接政策释放的增量需求。当市场加速重构风险分散机制，这种集规模效 应、技术壁垒与政策先发优势于一体的行业地位，正成为中国再保把握政策红利的核心动能。 恰逢近期其发布了2025年第一季度财报，接下来不妨结合这份成绩单，来看看中国再保在政策红利推动 下的成长逻辑和投资亮点。 一、政策红利助力险企资产负债两端修复 从流动性释放、经济复苏传导至资本市场联动，政策红利的持续释放正在重塑再保险行业的价值 ...

Financial Data and Key Metrics Changes - Total revenues for Q1 2025 reached $692,000, a significant increase from negative $125,000 in Q1 2024 [10] - Net loss for Q1 2025 was $459,000 or $0.02 per share, compared to a net loss of $95,000 or $0.15 per share in Q1 2024 [10] - Investment income rose to $79,000 from $62,000 in the prior year [9] Business Line Data and Key Metrics Changes - The core reinsurance business remains focused on fully collateralized policies, with a consistent loss ratio of 0% for Q1 2025 [11] - The acquisition cost ratio remained stable at 10.9 cents for Q1 2025 [12] - The expense ratio improved from 99.8% in Q1 2024 to 95.8% in Q1 2025, attributed to higher net premiums earned [12][13] Market Data and Key Metrics Changes - The investment portfolio increased marginally to $16,000 as of March 31, 2025, from $15,000 at the prior year-end [13] - Cash and cash equivalents rose by 62.8% to $9,600,000 from $5,900,000 as of December 2024, driven by premium deposits and a registered direct offering [14] Company Strategy and Development Direction - The company aims to position itself as a key player in the RWA Web3 sector, diversifying its business through the establishment of Shorts Plus Inc, which focuses on tokenized reinsurance securities [7][8] - Assurance Plus was launched to tokenize securities representing fractionalized interests in reinsurance contracts, with initial offerings achieving returns exceeding 49% [15][16] - The company is exploring strategic alternatives for its Web3 division, including potential sales, mergers, or continuing as a publicly traded entity [17] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism regarding the long-term outlook of the core reinsurance business and the integration of Assurance Plus [8] - The reinsurance market is currently stable, with solid contracts and premiums, particularly in Florida, where regulatory changes are favorable [34] - The company is confident in its ability to navigate market dynamics and capitalize on the growing tokenized asset market, projected to reach $30 trillion by 2034 [20] Other Important Information - The company has initiated a strategic review process and is considering including cryptocurrencies in its corporate treasury reserve strategy [17] - A memorandum of understanding with Plume aims to enhance distribution channels for tokenized resource offerings [18] Q&A Session Summary Question: How is the marketing going on for the tokenized securities? - Marketing efforts are progressing well, with a focus on outreach and building relationships in the RWA space [24][25] Question: What should we look for in terms of information in the next three to six months? - The company is making good progress towards the next token launch, with two sets of tokens targeting different investor preferences [30] Question: How is the overall health of the reinsurance market? - The reinsurance market appears solid, with favorable premiums and underwriting conditions, particularly in Florida [32][34] Question: Can you elaborate on the partnership with Plume? - The partnership with Plume is expected to provide a strong distribution channel due to their evolved ecosystem [40]

当日活动上，临港新片区发布了国际数据经济产业发展服务包。临港新片区数据跨境服务中心还迎来了 首批28家第三方数据服务机构入驻。 数据跨境作为开展国际数据交流合作，布局发展国际化程度高、信息依赖性强的国际数据产业的关键支 撑，对海内外企业能否高效地利用国际数据经济产业园的优势资源开展跨国业务起着决定性作用。2025 年，上海自贸区改革创新"第一单"，便落在数据跨境流动便利化领域。2月8日，《中国(上海)自由贸易 试验区及临港新片区数据出境管理清单(负面清单)(2024版)》(以下简称《负面清单》)对外公布。该《负 面清单》涵盖金融、航运、商贸三个领域数据，包括重要数据、个人信息两类数据，涉及6个具体场 景，84个数据项。 为推动数据跨境高效便利安全流动，临港新片区当日对外发布再保险、国际航运、生物医药3个领域数 据出境操作指引。该数据出境操作指引将配合相关领域数据跨境"负面清单"使用。后续，临港新片区还 将围绕智能网联新能源汽车、公募基金、证券、电池护照等领域，不断拓展操作指引覆盖度，更好解决 企业实际需求，指导数据处理者开展数据跨境流动。 在本次活动上发布的国际数据经济产业发展服务包，整合了政府和市场的多重资 ...

面对风云变幻的世界经济格局，在单边主义抬头的复杂形势下，中国始终坚持做好自己的事，有序扩大自主开放，持续打造更优营商环境。相比一些国家 筑起的"小院高墙"，中国持续搭建的"合作之桥"向世界展示了维护多边贸易体系的坚定立场，也向全球彰显了"投资中国就是投资未来"的同行机遇。 在商务部于4月23日召开的外资企业圆桌会上，与会外资企业代表纷纷表示，习近平主席3月28日在会见国际工商界代表时的重要讲话给外资企业带来了信 心和克服困难的勇气。面对严峻复杂的外部环境，中国政府始终高度重视解决外资企业在华发展遇到的问题，坚持扩大对外开放，中国的外资政策持续、 稳定、可预期，愿继续对华投资，深化互利合作，共同应对挑战。 不仅如此，今年以来，商务部已召开外资企业圆桌会、欧洲企业圆桌会、日资企业圆桌会、北京地区外资企业圆桌会、美资企业圆桌会等8场外资企业圆 桌会，近400家外资企业与外国商协会代表参加会议，推动解决了外资企业通过常态化交流机制反映的50余件困难诉求。 今年以来，中国政府积极打造"投资中国"品牌。前3个月，商务部分别赴日本、瑞典、挪威、英国开展"投资中国"活动，在东京和大阪分别举办外资政策 说明会，在瑞典和英国分别 ...