1月5日金融一线消息，爱企查工商信息显示，1月4日，荷全保险资产管理有限公司成立，注册地位于上 海市虹口区，法定代表人为张梦姣，注册资本2.5亿人民币。经营范围包括许可项目：保险资产管理。 金融一线此前曾报道，近日，荷全保险资产管理有限公司正式获得开业批复，同时，多位高管任职资格 获批。作为上海首批获准开业的外资独资保险资产管理公司之一，荷全保险资管将正式落户虹口北外 滩。 1月5日金融一线消息，爱企查工商信息显示，1月4日，荷全保险资产管理有限公司成立，注册地位于上 海市虹口区，法定代表人为张梦姣，注册资本2.5亿人民币。经营范围包括许可项目：保险资产管理。 金融一线此前曾报道，近日，荷全保险资产管理有限公司正式获得开业批复，同时，多位高管任职资格 获批。作为上海首批获准开业的外资独资保险资产管理公司之一，荷全保险资管将正式落户虹口北外 滩。 责任编辑：李琳琳 责任编辑：李琳琳 ...

21世纪经济报道记者 杨梦雪 又有两家外资独资保险资管公司来了！ 12月31日，上海金融监管局挂出两则行政许可批复，友邦保险资产管理有限公司、荷全保险资产管理有 限公司两家外资独资保险资管获批开业。 批复公告显示，友邦保险资管注册地在上海陆家嘴，注册资本1亿元人民币，全部由友邦人寿保险有限 公司认缴并以货币资金方式一次性足额缴纳。一众高管任职资格同时获核准：张晓宇担任友邦保险资管 董事长，欧阳理良（AU YEUNG， Lee Leung Franklin ） 担任董事、总经理，MARK KONYN（康礼 贤）、张凤和（CHEUNG,Anna Fung-wo）担任董事，吴岚、陈诗一担任独立董事。 荷全保险资管注册地在上海虹口北外滩，注册资本为2.5亿元人民币，全部由荷兰全球人寿保险集团认 缴并以货币资金方式一次性足额缴纳。任职资格同时获核准的高管分别为：张梦姣（ ZHANG MENGJIAO ）担任荷全保险资管董事、董事长，梁建刚担任总经理，WANG YANG（王阳）担任副总 经理、首席风险管理执行官、首席合规官，Marco Baptist Arie Keim（康马克）、PATRICK CURTIN （柯廷进） ...

《指南》包括分类分级的原则、方法、具体规则、实施步骤及分类分级应用场景，适用于保险资产管理 机构对其业务及经营管理过程中，产生和使用的数据进行分类分级管理，开展数据分类分级管理活动。 通过建立行业适配的分类分级标准，助力机构准确识别数据安全级别，强化数据保护，提升数据治理与 安全利用能力，为保险资产管理行业的高质量发展提供有力支撑。 12月29日，中国银行保险资产管理业协会发布《保险资产管理行业数据分类分级指南》(下称《指 南》)，旨在提供科学、实用、可操作的数据分类分级方法，构建保险资产管理行业统一的数据目录， 提升数据安全管理标准化水平。 ...

北京商报讯（记者 李秀梅）12月29日，中国银行保险资产管理业协会发布我国保险资产管理行业首个团体标准《保险资产管理行业数据分类分级指南》 （T/BIAMAC 001—2025）。 据介绍，《保险资产管理行业数据分类分级指南》充分兼顾业务必要性和技术可行性、行业共性和企业个性，平衡安全管理和效率协同发展需求，明确数据 分类分级的原则、方法、具体规则、实施步骤等，适用于保险资产管理机构经营管理全流程的数据分类分级管理，在支持业务决策、强化风险管理、赋能数 据治理等方面发挥标准化积极作用。 ...

中国银行保险资产管理业协会12月29日发布《保险资产管理行业数据分类分级指南》团体标准：经中国 银行保险资产管理业协会会长办公会表决通过，现发布协会团体标准《保险资产管理行业数据分类分级 指南》（T/BIAMAC001—2025）。以上标准自2026年1月1日起实施。 ...

12月29日金融一线消息，中国银行保险资产管理业协会官网发布《保险资产管理行业数据分类分级指 南》（T/BIAMAC 001—2025），主要内容包括数据分类分级的原则、方法、具体规则、实施步骤及分 类分级应用场景，适用于保险资产管理机构对其业务及经营管理过程中，产生和使用的数据进行分类分 级管理，开展数据分类分级管理活动。据悉，作为协会团体标准，《指南》自2026年1月1日起实施，旨 在提供科学、实用、可操作的数据分类分级方法，构建行业统一的数据目录，提升数据安全管理标准化 水平。 12月29日金融一线消息，中国银行保险资产管理业协会官网发布《保险资产管理行业数据分类分级指 南》（T/BIAMAC 001—2025），主要内容包括数据分类分级的原则、方法、具体规则、实施步骤及分 类分级应用场景，适用于保险资产管理机构对其业务及经营管理过程中，产生和使用的数据进行分类分 级管理，开展数据分类分级管理活动。据悉，作为协会团体标准，《指南》自2026年1月1日起实施，旨 在提供科学、实用、可操作的数据分类分级方法，构建行业统一的数据目录，提升数据安全管理标准化 水平。 责任编辑：秦艺 责任编辑：秦艺 ...

Core Points - The China Banking and Insurance Asset Management Association has undergone a name change and aims to enhance its functions under the leadership of the Financial Regulatory Bureau [1] - The association will focus on self-discipline, rights protection, coordination, and service to create a new chapter in its work and contribute to the high-quality development of the industry [1] Summary by Sections - **Association Leadership and Goals** - Wang Yi has been elected as the president of the fourth council of the association [1] - The association will actively serve its members and assist in regulatory functions [1] - **Meeting Outcomes** - The meeting approved several reports including the third council's work report, supervisory report, financial report, and membership management guidelines [1] - The fourth council's directors, executive directors, president, vice presidents, secretary-general, and supervisors were elected during the meeting [1] - **New Leadership Structure** - Huatai Asset Management Co., Ltd. has been elected as the supervisory unit of the fourth council [1]

Investment Rating - The report indicates a cautious outlook for the insurance asset management industry, with a focus on structural adjustments and policy-driven opportunities in specific sectors [5][43]. Core Insights - The insurance asset management industry is experiencing a dual decline in the registration scale and quantity of innovative products, primarily due to a decrease in debt investment plans, while asset-backed plans and equity investment plans are showing growth [7][45]. - The report emphasizes the importance of aligning investment strategies with government policies, particularly in sectors such as energy, transportation, infrastructure, and housing rental [7][35][40]. - The overall debt risk in the industry is expected to remain within a controllable range, supported by government efforts to manage debt and promote economic growth [7][38][43]. Summary by Sections Product Operation Analysis - In the first three quarters of 2025, the registration scale of innovative products in the insurance asset management sector decreased by 3.97% year-on-year to 651.198 billion yuan, with a total of 296 products registered, reflecting a decline in debt investment plans [8][11]. - Debt investment plans remain the primary product type, accounting for 70.61% of the number and 49.31% of the scale, while asset-backed plans and equity investment plans are growing [8][10]. - The focus of debt investment plans is increasingly concentrated in the East China region, particularly in the transportation sector, indicating a shift towards infrastructure investments [10][13]. Institutional Operation Analysis - In the first three quarters of 2025, Huatai Asset Management led in the registration scale and quantity of debt investment plans, while Everbright's asset-backed plans showed significant growth [30][32]. - The number of institutions actively participating in equity investment plans increased, with a notable rise in the scale of registered plans [30][36]. - The report highlights a decrease in the number of registered private equity funds, indicating a cautious approach to alternative investments [28][36]. Industry Policy Review - Recent government policies encourage long-term capital participation in housing rental markets and infrastructure projects, aligning with the characteristics of insurance funds [37][41]. - The report notes that the overall government debt risk is manageable, with progress in addressing hidden debts, which supports a stable investment environment for insurance asset management [35][38]. - The focus on new policy financial tools aims to inject capital into key projects, particularly in energy and urban renewal sectors, providing investment opportunities for insurance asset management [38][41]. Observations and Outlook - The insurance asset management industry is expected to continue facing pressure in innovative product offerings, but remains a crucial financing tool [43][45]. - The report suggests prioritizing investments in energy transportation, infrastructure REITs, and housing rental asset securitization to balance long-term returns with policy compliance [43][45]. - The anticipated growth in sectors supported by government policies, such as artificial intelligence in transportation and green finance, presents new investment opportunities for insurance asset management [40][44].

Core Viewpoint - China People's Insurance Asset Management Co., Ltd. (referred to as "People's Asset") focuses on serving national strategies and enhancing financial services through various thematic financial initiatives, including technology finance, green finance, inclusive finance, pension finance, and digital finance [1][2][3]. Group 1: Technology Finance - People's Asset emphasizes investment in high-tech sectors such as artificial intelligence, biomedicine, and advanced manufacturing, with 49 projects in key technology industrialization and 52 invested companies recognized as national "little giant" enterprises [1]. - The "People's Asset - Advanced Manufacturing Industry Fund Equity Investment Plan" aims to support critical technology projects, contributing to the national manufacturing strategy [1]. Group 2: Green Finance - The company has launched the first "dual carbon" themed asset management product and several green debt investment plans, including projects in Henan and Beijing, to support green transformation and reduce carbon intensity in economic development [2]. - People's Asset is also involved in financing blue economy initiatives, such as offshore wind power construction in Guangdong [2]. Group 3: Inclusive Finance - People's Asset focuses on rural revitalization by introducing third-party funding to support local agricultural projects, including the establishment of an unmanned smart farm in Heilongjiang [2]. - The "People's Asset - Zhongguancun Technology Leasing No. 1 Asset Support Plan" is designed to empower small and micro enterprises through targeted financial support [2]. Group 4: Pension Finance - The company is actively participating in the construction of a multi-tiered pension insurance system and is developing high-quality pension financial products to support the aging population [3]. - People's Asset aims to identify investment opportunities in health care, elderly services, and smart aging sectors to enhance the vitality of the silver economy [3]. Group 5: Digital Finance - People's Asset is establishing a digital financial governance framework that integrates technology, data, and AI governance to enhance investment research and risk management [3]. - The company has developed a comprehensive information system platform to support various operational areas, contributing to the growth of China's digital economy [3].

此次行政处罚不会对公司经营造成重大影响。后续公司将严格执行监管规定，确保各项经营活动全面符合国家法律法规及监管要求。 资料显示，太平资产管理有限公司成立于2006年9月，是中国太平保险集团旗下专业资产管理机构，是国内首批成立的9家保险资产管理公司之一。中国太 平作为中国唯一一家总部在香港的中央金融企业，通过中国太平控股持有太平资产80%股权，比利时富杰持有20%股权。太平资产业务涵盖保险资金受托 管理、投资银行业务以及第三方资产管理等领域。 2024年，太平资管实现营业收入18.5亿元，同比增6.7%；净利润9.3亿元，同比降4.4%。 国家金融监督管理总局10月11日披露行政处罚信息，剑指太平资产管理有限公司及其相关责任人。 因未按照规定运用保险公司资金等，对太平资产管理有限公司罚款70万元。对施泓亦禁止5年进入保险业。 | | 太平资产管 | 未按照规定运 | 对太平资产管理 有限公司罚款70万 | | | --- | --- | --- | --- | --- | | | 理有限公司 | | | 金融监管 | | 2 | 及相关责任 | 用保险公司资 | 元。对施泓亦禁 | 总局 | | | | 令義 ...