How to invest long-term money in life insurance? China Life Insurance's internal report "reveals" patient capital.

Focus on high-dividend Assets with stable long-term fundamentals and clear models.

wallstreetcnApr 21 07:29 ET

Net profit growth may reach as high as 50%, with PICC's first quarter performance expected to set a new historical record.

On April 14, The People's Insurance was the first to disclose first quarter performance, forecasting a net profit attributable to shareholders of 11.652-13.445 billion yuan, with a year-on-year growth rate of 3...

wallstreetcnApr 14 01:38 ET

In the year, New China Life Insurance made its second move to acquire shares in BEIJING ENT, as high dividend assets remain a "favorite".

① New China Life Insurance has made a stake in BEIJING ENT Listed in Hong Kong; ② Within the year, 6 insurance companies have made stakes in 13 listed companies; ③ High-dividend Assets are still the "favorites" of insurance capital.

cls.cnApr 2 10:47 ET

Direct coverage of The People's Insurance Earnings Conference: Executives discuss for the first time the accident rate in intelligent driving and the moderate allocation of high dividend rate equity Assets.

① Yu Ze introduced that after using Asia Vets driving, the accident rate has slightly decreased, and currently, the compensation rate is acceptable, but the main risk of Asia Vets driving lies in the collective risk brought about by OTA upgrades or system failures. ② It is necessary to continuously optimize the structure of Assets Hold Positions, steadily increase the proportion of OCI equity, and moderately allocate high dividend yield OCI equity assets. ③ The sensitivity of data in the Insurance Industry is extremely high, focusing on the challenges and opportunities brought by domestic large models.

cls.cnMar 28 11:06 ET

Directly addressing the China Pacific Insurance Earnings Conference: The management of liability costs and investment pressure continues to increase. By 2025, there will be an increase in allocation to long-term interest rate bonds without over-concentrat

① Continue to strengthen the allocation of long-term interest rate bonds to effectively extend the duration of Fixed Income Assets; ② Actively and effectively increase the allocation of equity assets and alternative investments such as unlisted equities; ③ High dividend stocks in Hong Kong are very attractive, and there will not be excessive stakes in a single Industry.

cls.cnMar 27 19:38 ET

Last year, net additions exceeded 100 billion. China Life Insurance executives stated at the Earnings Conference: remain optimistic; the proportion of equity investment will be moderately increased by 2025.

① In 2024, the net increase in positions will exceed 100 billion for the whole year, and the proportion of equity Asset investments will moderately increase in 2025, continuing to steadily allocate high-dividend and low-volatility assets. ② It is necessary to consider the company's ability to pay after dividends and the impact of profit fluctuations, and to smooth the dividend levels.

cls.cnMar 27 08:51 ET