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德国养老保险基金持仓:近年不断减配债券、增配共同基金,直投权益比例较低
德国养老保险基金持仓:近年不断减配债券、增配共同基金,直投权益比例较低
行业数据
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图片大小:126KB
图片尺寸:2327*1168
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所属报告:
银行业路径、规模与海外镜鉴:低利率下的居民“存款搬家”及财富配置-250807(36页).pdf
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图6. 最近几年初创企业规模扩展的限制的证据
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市场规模
2026-02-11
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可以看出,通威也是从2022年起开始有欧洲专利申请公开的记录,近些年
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行业数据
2026-01-05
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基本养老保险的三种类型
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行业数据
2025-12-16
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图表23中国养老保险体系注1
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行业数据
2025-12-05
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企业年金参与职工人数及占城镇职工基本养老保险参保人数的比例(单位:万人,%)
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行业数据
2025-12-05
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2010-2024年基本养老保险累计结余及同比增速(单位:万亿元,%)
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行业数据
2025-12-05
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我国财政对基本养老保险基金补贴力度
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行业数据
2025-12-03
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图5.20 不同流动性偏好人群对养老保险和养老基金的偏好程度
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行业数据
2025-12-02
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图49:最近几年中国从美国进口的玉米和猪肉
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行业数据
2025-11-10
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基本养老保险基金投资运营规模
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市场规模
2025-11-10
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城乡居民养老保险养老待遇低于农村低保标准和农村居民人均食品类支出
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行业数据
2025-11-06
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2023年城乡居民养老保险养老待遇支出结构(不含丧葬补助)
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行业数据
2025-11-06
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我国基本养老保险覆盖(亿人)
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行业数据
2025-11-04
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近些年,BDC规模快速扩张
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市场规模
2025-11-04
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近些年国内空调市场规模与地产周期的相关度开始弱化
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市场规模
2025-10-16
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再加上养老金直投股票受限,大幅增配共同基金。欧央行长期维持低利率甚至负利率政策(2014-2022 年),2016 年 10 年期德债收益率一度跌破 0%,无法满足养老金长期支付需求,保险机构被迫提高风险偏好,但由于投资权益计提较高比例的资本,直投股票受限,保险机构普遍通过共同基金(尤其是股票型基金)进行权益投资,在低利率环境中提供更高潜在回报,截至 2022 年共同基金占到将近 6 成。
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银行业路径、规模与海外镜鉴:低利率下的居民“存款搬家”及财富配置-250807(36页).pdf
2026年居民财富配置行业报告:存款搬家与低利率,理财基金2-3万亿增量趋势
受益标的一览
预计超额储蓄到期叠加居民资产再配置,有望带动理财、基金2025-2030年每年分别增长2~3万亿元(亿元)
按照2025-2030年居民金融资产年增速为7.4%计算各类资产每年增量(亿元)
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