中國太保(02601.HK):將堅持「啞鈴型」資產配置策略
中國太保(02601.HK)總裁傅帆在業績記者會上表示,公司將堅持「啞鈴型」資產配置策略,一方面持續加強長期利率債的配置,延展固定收益資產久期,並適當增加權益類資產以及未上市股權等另類投資的配置,提高長期投資回報,亦會持續降低信用類資產的配置比例,管控好信用風險。
太保壽險總經理(首席執行官)蔡強表示,集團已連續四季保持新業務價值增長,「長航」轉型效果初見成效,下半年將專注於常態化經營等方面,推動新業務價值持續增長。
對於內地暫停銷售定價利率高於3%人身保險產品,蔡強表示支持,認為在市場利率下行背景下,此舉有助保險公司管理利差風險,對行業有利。至於當局要求銀保渠道佣金費用要「報行合一」,他認為可規範手續費在合理水平,令保險公司專注於服務,將配合政策執行落地。
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