國壽(02628.HK):壽險公司具長周期經營特徵 更加注重長期表現
中國人壽(02628.HK)黨委書記、臨時負責人利明光在2023年開放日上表示,在上市20年以來,中國人壽保費收入從千億元人民幣規模躍升至六千億元人民幣,內含價值增長超萬億元人民幣,總資產、投資資產雙雙突破5萬億元人民幣大關,以上各指標實現了數倍乃至數十倍的增長,穩居內地壽險行業首位。
利明光表示,與一般企業經營不同,壽險公司具有長周期經營特徵,這就要求保險公司要關注短期表現,但更需要注重長期表現。他表示,當前外部環境不確定性、複雜性大幅增加,行業進入業務轉型攻堅期、結構調整期、政策消化期;又指銷售業務轉型升級、新舊發展動能轉換仍需時間。市場競爭加劇、資負匹配壓力上升等等,也給行業帶來新的挑戰。(ca/u)
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