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中信证券：保险重塑行业经营逻辑，大公司持续巩固优势地位_我的网站

一 |     获悉，中信证券研报称，《保险公司资产负债管理办法》正式出台，将业务规划、产品定价、销售管理、资产配置、重大投资和绩效考核纳入统一的资产负债联动框架，并以监管指标形成硬约束。    (ECNS) -- The Xinfu 145, the world’s largest dual-fuel container ship, departed Taizhou Port in Jiangsu Province on Tuesday under tug assistance for outfitting work.    The vessel measures 399.9 meters long, 61.3 meters wide and 33.5 meters deep, with an 18,600-cubic-meter membrane-type fuel tank enabling a 20,000-nautical-mile range on a single LNG bunkering. Taizhou Maritime Bureau said its total length exceeds 740 meters.    Jiangsu remains China’s top shipbuilding province. Since January, Taizhou has escorted 37 newly built megavessels over 205 meters for sea trials, totaling 4.79 million tons in deadweight. Of these, 23 exceeded 270 meters, a 43% year-on-year increase.    (By Xu Wenda, Zhang Dongfang)                    。行业竞争将更多取决于负债成本管控、长久期资产获取、跨部门协同等能力，保险公司能否由负债端单向驱动转向以资产负债匹配为约束的协同经营，将成为中长期竞争力分化的关键。头部保险公司有望借势巩固竞争壁垒；中小保险公司则面临治理机制、投资能力和产品策略的系统性重塑。建议重点关注估值具备安全边际、处于中长期修复通道、周期向上且具备高赔率的头部优秀保险公司。

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