Insurance funds are optimistic about the equity market in 2026 and are exploring investment opportunities in "hard technology".

In 2026, the equity market started off with a "good beginning". The general manager of an insurance asset institution emphasized at the beginning of the year internal meeting that the company plans to achieve annual profit targets by strengthening the linkage between assets and liabilities, enhancing profit and loss management, grasping macroeconomic trends, deepening equity strategies. Recently, it was learned from industry research that in a market environment of low interest rates, many insurance asset institutions, like the aforementioned general manager, are actively planning their equity asset allocation strategies for this year, using equity investment as a "spear" for performance "offensive", to achieve asset-liability management and operational goals. In 2026, insurance assets are expected to increase their allocation of equity assets, primarily influenced by two factors: first, driven by continued policy support and turning points in corporate profitability, this year's equity market has a good fundamental outlook, creating opportunities for insurance asset investment; second, against the background of residents' "transfer of savings" and asset reallocation, the profit-making effect in the equity market is expected to attract more incremental assets.