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How to promote the entry of long-term funds into the market? The fifth session of the Shanghai Lujiazui Finance & Trade Zone Development Financial Salon discussed the "Long Money, Long Investment" coordinated by multiple parties.
On March 29, the fifth session of the Shanghai Lujiazui Finance & Trade Zone Development Financial Salon was held in Shanghai; this salon brought together authoritative representatives from the fields of social security Fund, public Fund, REITs, Insurance, and others to collectively analyze the real challenges and solutions for mid- to long-term capital entering the market.
Directly addressing the China Pacific Insurance Earnings Conference: The management of liability costs and investment pressure continues to increase. By 2025, there will be an increase in allocation to long-term interest rate bonds without over-concentrat
① Continue to strengthen the allocation of long-term interest rate bonds to effectively extend the duration of Fixed Income Assets; ② Actively and effectively increase the allocation of equity assets and alternative investments such as unlisted equities; ③ High dividend stocks in Hong Kong are very attractive, and there will not be excessive stakes in a single Industry.
Last year, net additions exceeded 100 billion. China Life Insurance executives stated at the Earnings Conference: remain optimistic; the proportion of equity investment will be moderately increased by 2025.
① In 2024, the net increase in positions will exceed 100 billion for the whole year, and the proportion of equity Asset investments will moderately increase in 2025, continuing to steadily allocate high-dividend and low-volatility assets. ② It is necessary to consider the company's ability to pay after dividends and the impact of profit fluctuations, and to smooth the dividend levels.
Last year's profits tripled, and New China Life Insurance's annual report reallocates high-dividend assets.
The allocation to high dividend OCI Assets has increased to 500%.
Honghu Private Equity has increased by another 20 billion, and the China Life Insurance Earnings Conference revealed the "increased investment plan".
High dividend + low volatility dividends + alternative Assets are the focus of equity allocation.
The countdown for the fifth session of the Shanghai Lujiazui Finance & Trade Zone Development financial salon has begun, with heavyweight guests providing insights to help tackle the challenges of long-term capital entering the market.
Against this backdrop, the fifth session of the Shanghai Lujiazui Finance & Trade Zone Development Financial Salon will make a wonderful appearance on March 29, focusing on the theme "Breaking the Blockages in Mid to Long-Term Capital Entry into the Market - Practices and Explorations in the A-Share Market" to address the development of Capital Markets.
Debt-for-equity Swaps have nearly doubled the returns of SPIC Industry-Finance Holdings in nuclear energy over five years, and China Life Insurance has raised stakes in SPIC Industry-Finance Holdings looking to establish an exit route.
① In 2018, China Life Insurance entered the electric investment in nuclear energy in the form of 8 billion in Debt-for-equity Swaps to ease the financial burden. The latest asset valuation of electric investment in nuclear energy is 57.123 billion yuan, and the value of shares held by China Life Insurance has reached 15.2 billion. In just five years, the returns have nearly doubled. ② Industry insiders believe that China Life Insurance initially held equity in real enterprises in a phased manner through Debt-for-equity Swaps, and now it can exit normally, obtaining shares of the listed company.
A large number of consultations! The benefits of childcare subsidies continue to be released, and Assisted Reproduction companies are looking forward to a "combination punch."
① Recently, policies favorable for child-rearing have emerged from both central and local governments, with some regions even offering substantial monetary incentives to encourage childbirth. ② Industry experts pointed out to reporters at Caijing that the introduction of child-rearing subsidy policies can, to some extent, reduce the burden and concerns for young couples regarding childbirth. ③ Insiders from Assisted Reproduction companies have expressed that measures such as promoting cultural awareness of male responsibility in child-rearing are also highly anticipated in the industry.
Exciting continuation! Shanghai Lujiazui Finance & Trade Zone Development Third Session: Discussing New Paradigms of Value-Driven Mergers and Acquisitions.
We will explore how traditional Industry companies can transform, issues related to mergers and acquisitions of listed companies, and the promotion of cross-industry merger synergies.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
Guangdong promotes legislation in the AI and Siasun Robot&Automation sectors, with ongoing policy support for the Industry.
① The General Office of the People's Government of Guangdong Province issued several policy measures to promote the innovative development of the AI and Siasun Robot&Automation industries. It mentions that legislation in the fields of AI and Siasun Robot&Automation should be accelerated to provide institutional safeguards for the development of the AI and Siasun Robot&Automation industries. ② Deutsche Bank believes that humanoid robots will experience large-scale production and widespread application in the next decade. By 2035, the market size for humanoid robots is expected to reach 75 billion dollars.
The second session of the Shanghai Lujiazui Finance & Trade Zone Development financial salon: exploring new opportunities for the integration of AI and Capital Markets together.
Representatives from government departments, Financial Institutions, enterprises, industry associations, and research institutions will gather together to analyze AI technology trends and industry changes, and evaluate the opportunities and challenges in the new era of Capital Markets.
Former TJ DaRenTang Chairman Zhang Mingrui has taken over as General Manager of Hainan Huluwa Pharmaceutical Group, responsible for the company's overall Operation work | Quick read announcement
① Former TJ DaRenTang Chairman Zhang Mingrui has been appointed General Manager of Hainan Huluwa Pharmaceutical Group. Company sources indicate, "Chairman Liu Jingping will primarily focus on the work related to the Board of Directors in the future, while General Manager Zhang Mingrui will be responsible for the company's overall Operation." ② Company sources also noted that this year marks the year of Hainan's customs closure, and the company is facing significant opportunities for strategic development. The company's invitation for Mr. Zhang is also strategical.
Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the
① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.
Peking promotes the large-scale deployment of 10,000 embodied Siasun Robot&Automation, with policy support accelerating industry development.
The "Peking Embodied Asia Vets Technology Innovation and Industry Cultivation Action Plan (2025-2027)" was officially released in Peking. The "Action Plan" states that by 2027, efforts will aim to implement the large-scale deployment of ten thousand embodied Siasun Robot&Automation units and cultivate a trillion-level industrial cluster.
Building a high-frequency communication platform, the "Shanghai Lujiazui Finance & Trade Zone Development Salon" is about to launch with exciting events happening weekly.
① In response to the Shanghai Lujiazui Finance & Trade Zone Development Forum, build an integrated ecosystem of "Global Strategy - Execution." ② The first event on March 1 will focus on "Opportunities and Challenges: Great Power Game, Exchange Rates, and the Construction of the Shanghai International Financial Center."
The final ruling has changed! Innovative Medical Management has revised its 2024 performance forecast, with the company accumulating losses of nearly 1.8 billion over six years | Interpretations
① Only a month after the performance forecast for 2024 was disclosed, Innovative Medical Management has revised its performance forecast, with net losses expanding to 0.1 billion yuan - -85 million yuan; ② Innovative Medical Management had made relevant risk warnings in its performance forecast, and the dispute case between Qianhai Excellence and Jianhua Hospital has been heard but not yet ruled; ③ Since 2019, Innovative Medical Management has reported losses for six consecutive years, with a cumulative loss amounting to nearly 1.8 billion yuan.
The delay in hospital bidding combined with an increase in research and development costs has led to a decline of over fifty percent in Xiangyu Medical's net profit in 2024.
① Xiangyu Medical expects that by 2025 all expenses can be stably controlled, and the company's Net income will return to a growth trend. Mental health products have already met the marketable conditions outside hospitals, and proactive training products are expected to obtain registration certificates by 2025; ② In January 2025, Xiangyu Medical added two new training products that received CE certification, and it is expected that two therapeutic products will obtain certification by mid-2025.
The Robot Concept is experiencing explosive growth! The strongest stock has risen nearly 7 times, and these stocks have all reached new historical highs.
YuTree Technology's Wang Xingxing recently stated that by the end of this year, the entire humanoid robot in the field of AI will reach a new level.
Siasun Robot&Automation is the most critical equipment link, and the dexterous hand market is expected to usher in a period of explosive growth.
The rapid development of the humanoid robot industry will create incremental demand for the dexterous hand market. According to predictions from the Toubao Research Institute, it is expected that in a conservative scenario, the global market size for humanoid robot dexterous hands will reach 32.06 billion yuan by 2030, with a compound annual growth rate of 81.2%. In an optimistic scenario, it could reach 87.97 billion yuan, with a compound annual growth rate of 109.3%.