太保(02601.HK)總裁:將適當提高未上市公司股權等權益資產配置比例
針對股東提出的「如何看待2023年資本市場走勢,公司資產配置以及投資策略有何變化」問題,中國太保(02601.HK)(601601SH)總裁傅帆在2022年度股東大會上表示,內地經濟復甦和產業升級的確定性在不斷增強,穩增長政策也在持續發力,促消費政策也在不斷加碼。同時,資本市場註冊制的全面實施,有助於進一步激活市場活力。
傅帆強調,公司將持續完善穿越宏觀周期的戰略資產配置機制,堅持精細化的「啞鈴型」的資產配置策略,優化大類資產配置。一方面,繼續擇機加強對國債、地方政府債等長久期資產的配置;另一方面,適當提高未上市股權及權益類資產的配置比例,以尋求提升長期投資回報水平,積極應對再投資風險。
傅帆還表示,集團將拓展另類投資領域,重點在區域協調、鄉村振興、新興基礎設施建設、住房保障、城市圈建設等方面進行佈局,支持服務國家戰略和實體經濟的同時,獲取長期穩定的回報。
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