PHOTO
China is considering the sale of hundreds of billions of yuan in special government bonds to recapitalise some of its largest insurers, Bloomberg News reported on Friday citing people familiar with the matter, strengthening the biggest players in a sector facing consolidation pressures.
The potential bond sale would raise about 200 billion yuan ($28.8 billion) to help recapitalise the insurers, the report said, adding that the proceeds will be injected into state-controlled firms including China Life Insurance Group Co. , the People's Insurance Co Group of China Ltd (PICC) , and China Taiping Insurance Group Co.
China Life Insurance, PICC and China Taiping Insurance did not immediately reply to a Reuters request for comment.
Reuters could not immediately verify the report.
The capital injection could be announced as early as this quarter, one of the people said, according to the report.
It would mark the first time China has used special bonds to support insurers, extending a financing tool previously reserved for state-owned banks.
The National Financial Regulatory Administration did not immediately reply to a Reuters request for comment.
The initiative could help bolster insurers that were directed to support the stock market during last year's volatility, while positioning them to help regulators manage smaller, higher-risk insurance companies.
In January last year, China unveiled plans to channel hundreds of billions of yuan in investment from state-owned insurers into shares to support the stock market.
Insurance companies' equity investments as a proportion of their total investment assets rose to 10.03% in the third quarter of 2025 from 7.51% in 2022, according to estimates from China Securities.
The potential recapitalization also comes as the insurance sector grapples with eroding profitability due to persistently low interest rates, with numerous small and mid-sized insurers reporting deteriorating solvency ratios in the third quarter last year.
Last year, China's finance ministry unveiled a recapitalisation plan of around $72 billion to boost big state banks' core capital, a move aimed at helping lenders manage lower profit margins and asset-quality strains.
($1 = 6.9485 Chinese yuan)
(Reporting by Disha Mishra in Bengaluru, Ziyi Tang in Beijing; Editing by Jacqueline Wong and Thomas Derpinghaus)





















