近年来，随着保险业资产不断增加，险资的投资渠道持续拓宽，保险资金可投资的领域和资产数量也不 断攀高。国家金融监督管理总局的数据显示，截至2025年第一季度末，保险业金融机构总资产37.8万亿 元，较年初增加1.9万亿元，增长5.4%。 投向重点领域 保险资金的投资方式比较多元，包括债券、股票、证券投资基金、保险资管产品、信托计划、未上市企 业股权、公募基础设施证券投资基金等。中国人寿资产公司副总裁赵晖表示，中国人寿资产公司始终坚 持"研究驱动投资"理念，结合市场情况聚焦品种投资优势发力点，挖掘投资机会，形成了覆盖广泛、层 次分明的科学投资布局。截至2025年第一季度末，中国人寿资产公司投资支持社会民生领域建设规模超 过2400亿元，较"十四五"规划初期提升1500亿元左右，增速达160%。 2019年12月，中国人寿资产公司受托实施90亿元青海黄河公司股权投资项目。项目标的青海黄河公司是 青海最大的发电企业，依托青海丰富的资源优势，拥有水、光、风、火等多种电源品种，电力总装机 2893.12万千瓦，是西北电力发展的重要支撑。青海黄河公司建设的共和光伏产业园位于海南州生态光 伏园内，目前拥有21座光伏电站，光伏 ...

Group 1 - In 2024, approximately 26% of A-share companies received upgraded ESG ratings, primarily in the non-essential consumer goods, financial, and healthcare sectors [1][2] - The ESG information disclosure system for listed companies is continuously improving under policy guidance, with over 2400 A-share companies disclosing ESG reports, achieving a disclosure rate of over 40% [1][2] - MSCI data indicates that the overall ESG ratings of A-share companies have been on the rise since 2020, with the rate of upgrades significantly outpacing downgrades [2][3] Group 2 - The China Securities Regulatory Commission (CSRC) has introduced revised regulations for ESG information disclosure, which will take effect on July 1, 2024, marking a significant regulatory shift [2][6] - MSCI's research shows that the proportion of companies rated AA and AAA in the Asia-Pacific region has increased from 9.1% in 2020 to 17.4% in 2024, while the proportion of companies rated CCC and B has decreased from 33.2% to 20.9% [3][4] - Central state-owned enterprises face greater pressure for ESG disclosure, and high-quality disclosures from these companies could lead the way for smaller enterprises to enhance their ESG reporting [6][8] Group 3 - The increasing pressure for ESG disclosures is accompanied by challenges, including the need for companies to clarify new disclosure requirements and improve data quality [8] - The investment landscape for ESG is characterized by multiple stakeholders, including sovereign funds, pension funds, and insurance companies, which are increasingly integrating ESG factors into their investment practices [8][9] - There is a growing recognition among companies of the importance of ESG performance in influencing financial results and long-term profitability [6][8]

【导读】法巴农银理财首席执行官韦历山：看好中欧金融、经贸合作前景 他认为，ESG是欧洲和中国的共同语言。对于法巴的中法股东，ESG是双方战略路线图的一部分，也与 中法的战略方向一致。ESG产品是理财公司的重要发展机遇之一。在当前的关税形势下，欧洲和中国在 贸易往来、全球经贸治理等方面或许可以打开进一步合作的空间。 一、理财客户对稳健性的产品的需求有增无减 中国基金报：开业19个月，回头看，你做对了什么，在哪些事情上有改进空间？ 韦历山：公司成立之初，我们明确了以客户需求为导向的产品设计理念。基于渠道的需求，打造了简 洁、明确，以实现稳定回报为首要目标的首批产品，致力于满足渠道的销售需求以及投资者对于稳健收 益的追求。我们不刻意追求创新或复杂性，深知为客户提供稳健收益是理财公司的立足之本，高度重视 业绩比较基准，致力于在投资者中建立信誉。 我们有策略性地建设团队。19个月前，我们尚需建立口碑、赢得信任。销售团队中，部分成员来自中国 农业银行，对农行的需求有着深刻理解。这对于开拓市场极为重要。 然而，在诸多方面法巴农银理财还存在提升空间。例如，投资业绩可更精进；覆盖渠道的更多分支机构 也是我们的追求。尽管如此，考 ...