中国保险公司计划在2026年购买大型股票,在低利率和政策支持的情况下,将股票提升到创纪录的水平。 Chinese insurers plan major stock buys in 2026, boosting equities to record levels amid low rates and policy support.

中国保险业将增加2026年的股票投资,到2025年底,保险公司持有5.7万亿元人民币的股票,占总资产的15.38%,创历史新高。 China's insurance industry is set to increase equity investments in 2026, with insurers holding 5.7 trillion yuan in stocks by end-2025—15.38% of total assets, a record high. 在127个接受调查的承保人中,60%以上的承保人计划提高股权分配,有利于A类共享部门,如技术、生物技术和绿色能源,而一半的承保人的目标是增加香港股权投资。 Over 60% of 127 surveyed insurers plan to raise stock allocations, favoring A-share sectors like tech, biotech, and green energy, while half aim to boost Hong Kong equity exposure. 这一转变的驱动因素是利率下降和政府努力增加直接融资和创新资金,股票投资可能增加高达7,130亿元。 The shift is driven by declining interest rates and government efforts to boost direct financing and innovation funding, with equity investments potentially rising by up to 713 billion yuan.