据了解，中国太保已于4月7日增持了宽基交易型开放式指数基金（ETF）等产品，未来将进一步发挥保 险资金长期投资优势，加大战略性新兴产业、先进制造业、新型基础设施等领域投资力度，服务新质生 产力发展，继续增持代表中国未来经济发展方向的优质资产。 中国太保表示，坚信中国经济长期向好的基本面没有改变，坚定看好中国资本市场发展前景。公司坚 持"价值投资、长期投资、稳健投资、责任投资"理念，看好中国权益市场长期配置价值，发挥保险资金 长期投资优势，做市场真正的耐心资本。（记者张千千） （责任编辑：马欣） 中国太保集团4月8日发布公告称，基于对公司未来发展的信心以及对公司价值的认可，为维护公司全体 股东利益，增强广大投资者信心，公司董事长傅帆于4月8日提议以公司自有资金回购公司部分普通股 （A股）股票，回购股份用途包括但不限于维护公司价值及股东权益等法律法规允许的用途，以提升公 司长期价值。 中国太保表示，目前该事项正在筹划之中，公司将制定合理可行的回购股份方案，该回购事项需按有关 监管规定履行相关审批程序后方可实施。 ...

Core Viewpoint - The recent notification from the Financial Regulatory Bureau aims to adjust the regulatory ratio of insurance funds' equity assets, which is expected to increase investment in the equity market and alleviate asset scarcity in a low-interest-rate environment [1][2][3]. Group 1: Policy Adjustments - The notification raises the upper limit for equity asset allocation by 5 percentage points, simplifying the tiered standards, which will expand the investment space for insurance funds [2][3]. - It increases the concentration ratio for investments in venture capital funds, encouraging insurance funds to invest more in strategic emerging industries [2][6]. - The regulatory requirements for tax-deferred pension funds have been relaxed, allowing for better management and support for the development of the third pillar of pension insurance [2][3]. Group 2: Market Impact - The adjustment is projected to theoretically bring in up to 1.6 trillion yuan in incremental funds, enhancing the potential for insurance capital to invest in equities [2][3]. - Insurance companies have expressed confidence in the Chinese capital market and plan to steadily increase their equity investment scale, particularly in technology and innovation sectors [4][5][7]. Group 3: Investment Strategies - Insurance companies are focusing on strategic emerging industries, advanced manufacturing, and new infrastructure, aiming to enhance their investment in these areas [7][8]. - Companies like China Life and China Pacific Insurance have already begun increasing their holdings in equity assets, indicating a proactive approach to capitalizing on market opportunities [5][7]. Group 4: Economic Outlook - The notification reflects a broader confidence in the Chinese economy, with expectations of supportive macroeconomic policies and improved corporate profitability, which will bolster the equity market [4][5].

《通知》主要内容包括：一是上调权益资产配置比例上限。简化档位标准，将部分档位偿付能力充足率对 应的权益类资产比例上调5个百分点，进一步拓宽权益投资空间，为实体经济提供更多股权性资本。二是 提高投资创业投资基金的集中度比例。引导保险资金加大对国家战略性新兴产业股权投资力度，精准高效 服务新质生产力。三是放宽税延养老比例监管要求。明确税延养老保险普通账户不再单独计算投资比例， 助力第三支柱养老保险高质量发展。 《通知》的发布是优化保险资金资产配置的重要举措，有利于促进保险业做好金融"五篇大文章"，更好发 挥长期资金和"耐心资本"优势。下一步，金融监管总局将持续完善保险资金运用监管政策，助力经济社会 发展。 多家保险机构表示，坚定看好中国资本市场发展前景，将发挥险资长线优势，做好真正的"耐心资本"。此 外，中国太保还公告筹划回购公司A股股份。 中国太保 4月8日盘中公告，坚信中国经济长期向好的基本面没有改变，坚定看好中国资本市场发展前 景。公司坚持"价值投资、长期投资、稳健投资、责任投资"理念，看好中国权益市场长期配置价值，发挥 保险资金长期投资优势，做市场真正的耐心资本。 中国太保表示，已于4月7日增持了宽基交易 ...