中國人壽(02628.HK)擬與國壽置業成立合夥 對一二線城市不動產項目進行投資
格隆匯 10 月 28日丨中國人壽(02628.HK)公告,公司(作為有限合夥人)擬於2020年12月31日前與國壽置業(作為普通合夥人)訂立合夥協議,藉以成立合夥企業。
合夥企業全體合夥人認繳出資總額為人民幣90.01億元,其中,公司認繳出資人民幣90億元,國壽置業認繳出資人民幣100萬元。國壽資將作為合夥企業的管理人。合夥企業將重點對中國一線及強二線城市的不動產項目進行股權及符合法律法規及監管政策要求的配套投資。
2020年以來,各國通過量化寬鬆政策來抵禦新冠疫情影響,全球緩慢進入低利率時代,債券收益率持續下行,全球主要股票市場指數寬幅震盪,保險資金面臨較大的投資組合收益下行壓力。
作為另類資產的不動產資產因其收益主要來源於相對穩定的租約與資產增值,表現出了較強的抗通脹特性。此外,中國公募不動產投資信託基金的推出與新基建扶持政策的出台標誌着服務於國家戰略新興產業的持有型不動產已成為國家重點鼓勵的投資方向。
在此背景下,公司通過次交易投資於中國一線及強二線城市的不動產項目,將有助於保險資金服務實體經濟,支持國家戰略新興產業發展,優化保險資金資產配置,對衝外部風險,並提升公司投資收益。
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