人民财讯9月2日电，近日，继鸿鹄基金之后，又一家险资私募基金完成备案。 8月29日，恒毅持盈(深圳)私募基金管理有限公司正式在中国基金业协会完成备案。该基金成立于2025 年5月30日，注册资金和实缴资金规模均为3亿元。 据悉，恒毅持盈未来将作为基金管理人向平安人寿定向发行契约型私募证券投资基金，首期基金规模 300亿元。 ...

2025年1月22日，中央金融办等六部门联合印发《关于推动中长期资金入市工作的实施方案》，提出逐 步扩大保险资金长期股票投资试点参与机构范围与资金规模。人保寿险迅速响应政策号召，会同中国人 保资产管理有限公司(简称"人保资产")积极向监管申请参与第二批保险资金长期股票投资试点，获批参 与规模为100亿元。 据中国人民人寿保险股份有限公司(以下简称"人保寿险")官方消息，该公司参与保险资金长期投资试点 改革迎来新进展。试点基金管理人——人保启元惠众(北京)私募基金管理公司，近日已获得国家金融监 督管理总局批复同意设立。 未来，人保寿险将继续发挥长期资金、耐心资本作用，坚持金融服务实体经济宗旨，积极落实中长期资 金入市要求，优化新会计准则下保险资金资负匹配，实现长期稳定回报目标，助力资本市场平稳运行， 在高质量服务中国式现代化的新征程上续写人保篇章。 此次监管批复同意由人保资产发起设立人保启元惠众(北京)私募基金管理公司，其将作为基金管理人， 向人保寿险定向发行契约型私募证券投资基金。人保寿险作为单一持有人，首期投资规模预计为100亿 元。该基金作为试点基金，将坚持长期投资理念，在科学严格管理风险的前提下，追求基 ...

此次监管批复同意由人保资产发起设立人保启元惠众(北京)私募基金管理公司，其将作为基金管理人， 向人保寿险定向发行契约型私募证券投资基金。人保寿险作为单一持有人，首期投资规模预计为100亿 元。该基金作为试点基金，将坚持长期投资理念，在科学严格管理风险的前提下，追求基金资产的中长 期稳健增值。 据中国人民人寿保险股份有限公司(以下简称"人保寿险")官方消息，该公司参与保险资金长期投资试点 改革迎来新进展。试点基金管理人——人保启元惠众(北京)私募基金管理公司，近日已获得国家金融监 督管理总局批复同意设立。 2025年1月22日，中央金融办等六部门联合印发《关于推动中长期资金入市工作的实施方案》，提出逐 步扩大保险资金长期股票投资试点参与机构范围与资金规模。人保寿险迅速响应政策号召，会同中国人 保资产管理有限公司(简称"人保资产")积极向监管申请参与第二批保险资金长期股票投资试点，获批参 与规模为100亿元。 未来，人保寿险将继续发挥长期资金、耐心资本作用，坚持金融服务实体经济宗旨，积极落实中长期资 金入市要求，优化新会计准则下保险资金资负匹配，实现长期稳定回报目标，助力资本市场平稳运行， 在高质量服务中国式现代 ...

中国人民人寿保险股份有限公司（简称"人保寿险"）参与保险资金长期投资试点改革迎来新进展。试点 基金管理人——人保启元惠众（北京）私募基金管理公司，近日已获得国家金融监督管理总局批复同意 设立。 2025年1月22日，中央金融办等六部门联合印发《关于推动中长期资金入市工作的实施方案》，提出逐 步扩大保险资金长期股票投资试点参与机构范围与资金规模。人保寿险迅速响应政策号召，会同中国人 保资产管理有限公司（简称"人保资产"）积极向监管申请参与第二批保险资金长期股票投资试点，获批 参与规模为100亿元。 未来，人保寿险将继续发挥长期资金、耐心资本作用，坚持金融服务实体经济宗旨，积极落实中长期资 金入市要求，优化新会计准则下保险资金资负匹配，实现长期稳定回报目标，助力资本市场平稳运行， 在高质量服务中国式现代化的新征程上续写人保篇章。 此次监管批复同意由人保资产发起设立人保启元惠众（北京）私募基金管理公司，其将作为基金管理 人，向人保寿险定向发行契约型私募证券投资基金。人保寿险作为单一持有人，首期投资规模预计为 100亿元。该基金作为试点基金，将坚持长期投资理念，在科学严格管理风险的前提下，追求基金资产 的中长期稳健增 ...

Core Viewpoint - Taikang Life is accelerating its layout in the multi-level capital market, exemplified by its investment in Fengcai Technology's H-share IPO, the initiation of a 12 billion yuan private equity fund, and its approval as a member of the Shanghai Gold Exchange [2][3][4] Capital Market Multi-point Layout - On July 18, Taikang Life announced its participation as a cornerstone investor in Fengcai Technology's H-share IPO, investing 25 million USD (approximately 1.79 billion yuan), accounting for 8.69% of the H-share issuance [3] - Fengcai Technology, established in 2010, specializes in motor drive chips and completed its "A+H" dual listing in July 2025, raising a total of 2.259 billion HKD [3] - Taikang Life's investment in Fengcai Technology represents 0.01% of its total assets as of the last quarter, with equity assets amounting to 264.453 billion yuan, making up 16.36% of total assets [3] - On June 27, Taikang Asset Management completed its first investment transaction through Taikang Stable Walk, with an expected initial investment scale of 12 billion yuan [4] - Taikang Life's membership in the Shanghai Gold Exchange will broaden its investment channels and enhance its participation in the gold market [4] Increased Equity Investment by Insurance Capital - Insurance capital movements are a focal point for market observers, with Taikang Life's investment in Fengcai Technology reflecting a broader trend among insurance companies to engage in high-growth potential enterprises [5][6] - As of July 22, 2025, various insurance companies, including Taikang Life, have made 21 stake acquisitions, surpassing the total for the entire year of 2024 [6] - The Ministry of Finance's recent notification encourages long-term stable investments by insurance funds, adjusting performance evaluation metrics for state-owned commercial insurance companies [6] Compliance Management - Despite aggressive business expansion, Taikang Life has faced compliance challenges, receiving 15 fines totaling approximately 6 million yuan since 2025 [8] - The company has implemented various measures to improve compliance, including extensive training programs and a focus on consumer rights protection [8][9] - The integration of strategic expansion with precise compliance management is crucial for Taikang Life's sustainable development [9]

Core Viewpoint - The second batch of insurance fund long-term investment pilot projects has officially commenced, with TaiKang Asset being the first institution to announce its investment activities [1][3]. Group 1: Investment Initiatives - TaiKang Asset has completed its first investment transaction through its wholly-owned private equity fund management company, TaiKang Stable [2][3]. - The long-term investment pilot allows insurance companies to invest in private equity funds, primarily targeting the secondary market for stocks and holding them long-term [3]. - TaiKang Life and TaiKang Asset were approved by the financial regulatory authority in January to participate in the long-term investment pilot, with an approved amount of 12 billion yuan [3]. Group 2: Investment Strategy - TaiKang Stable's investment strategy focuses on three main directions: high dividend assets, industrial upgrades, and counter-cyclical buying [4]. - The strategy emphasizes fundamental analysis to achieve medium to long-term stable asset appreciation, supporting high-quality economic development and stable capital market operations [4]. - The investment will prioritize sectors with stable operations and consistent dividends, as well as areas aligned with national development strategies, such as high-end manufacturing, artificial intelligence, and biomedicine [4]. Group 3: Pilot Program Expansion - The second and third batches of insurance fund pilot projects are being progressively implemented, with a total of 222 billion yuan approved across three batches [5][7]. - Eight insurance companies have been approved in the second batch, with a total scale of 112 billion yuan, while the third batch has a scale of 60 billion yuan [5][7]. - The pilot program aims to facilitate long-term investments by insurance companies, addressing previous barriers and enhancing their equity investment capabilities [7].

Group 1 - The core viewpoint of the article highlights the successful completion of the first investment transaction by Taikang Asset's specialized private equity securities investment fund management company, Taikang Stable (Wuhan) Private Fund Management Co., marking a stable start for its business [1] - In January 2025, the Financial Regulatory Administration approved the second batch of pilot reforms for long-term investment of insurance funds, allowing several insurance companies, including Taikang Life, to participate in long-term stock investments through contractual funds [1] - Taikang Stable will act as the fund manager to issue a contractual private equity securities investment fund directed to Taikang Life, with an initial investment scale expected to be 12 billion yuan, making Taikang Life the sole holder [1]

此外，保险资金长期投资试点动作频频。5月27日，国丰兴华鸿鹄志远二期私募证券投资基金成立，次日完成备案；4月16日，泰康资产发起设立 全资私募基金管理子公司的申请获金融监管总局批准。 【环球网财经综合报道】近期，多家保险公司积极申请或获批参与保险资金长期投资试点，保险资金入市动作不断。 恒毅持盈将作为基金管理人向平安人寿定向发行契约型私募证券投资基金，首期规模达300亿元，将落户深圳前海。平安集团表示，该基金聚 焦"长期投资、价值投资"，重点布局优质上市公司，发挥险资耐心资本优势，助力资本市场高质量发展。平安资管于2005年5月成立，截至2024年 12月末，受托管理资产规模达5.80万亿元，投资领域广泛。 近年来，吸引险资等中长期资金入市是资本市场稳市机制建设的重要课题。金融监管总局数据显示，截至2025年一季度末，我国保险资金运用余 额达34.9万亿元，同比增长16.7%。债券仍是险资重点配置资产，一季度人身险公司债券配置余额达16.1万亿元，占比首次突破51%。权益方面， 受益于政策等因素，一季度人身险机构及财险机构股票配置比例分别达8.4%及7.6%，创近年来新高。 国信证券认为，拓宽保险投资渠道是稳 ...

Group 1 - Ping An Asset Management has received approval from the National Financial Regulatory Administration to establish Hengyi Chiying (Shenzhen) Private Fund Management Co., Ltd [1] - The registered capital of Hengyi Chiying is 300 million yuan, and it will be located in Qianhai, Shenzhen [1] - The initial fund size is set at 30 billion yuan, focusing on high-quality listed companies that align with policy guidance and insurance capital allocation needs [1]

Core Viewpoint - The establishment of Taikang Stable (Wuhan) Private Fund Management Co., Ltd. marks a significant addition to the insurance capital-backed private equity landscape, with an initial investment of over 12 billion yuan expected to flow into the A-share and Hong Kong markets [1][6][8]. Group 1: Company Overview - Taikang Stable Private Fund is registered in Wuhan, Hubei Province, with a registered capital of 10 million yuan [2][3]. - The management team includes Wang Qi as the legal representative and executive director, with extensive experience in various securities firms and investment research [3][4]. - Liu Zhiqiang serves as the general manager, previously working as an investment manager at Taikang Asset Management [4]. Group 2: Fund Details - The private fund has not yet officially registered its fund products, as it typically establishes products after fundraising [5]. - The fund will focus on fundamental analysis to select high-quality listed companies in the domestic and Hong Kong markets [7]. - The initial investment scale is projected to be 12 billion yuan, with Taikang Life Insurance as the sole holder of the private fund [6].