长债破2%后,险资转向权益资产,高分红、高ROE成首选

华尔街见闻
23 Dec 2024

01 事项 近期,30年期国债收益率向下突破2.0%。作为以配置固收类资产为主的绝对收益型机构,险资资产收益承压。12月18日,据港交所披露的公告,平安资管在场内增持6725.5万股建设银行H股股份,耗资约4.24亿港元。此番增持后,平安资管合计持有120.54亿股建行H股股份,占建行H股总数的5.01%,占该行总股本的4.82%。 国信非银观点:险资“破局”关键或集中在权益类资产及长期股权投资等...

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