险资举牌热浪涌动，银行股成热门投资标的

Group 1 - The insurance capital has seen a resurgence in shareholding activities, with 15 instances of shareholding by 7 insurance companies by the end of May, surpassing the total for the entire year of 2023 and exceeding the first nine months of 2024 [1] - The current wave of shareholding is the third in nearly a decade, following previous waves in 2015 and 2020, driven by different factors in each period [3] - The shareholding activities this year include major banks such as Postal Savings Bank, China Merchants Bank, and Agricultural Bank, as well as companies in various sectors like public utilities, energy, and transportation [3] Group 2 - The driving factors for the current shareholding trend include the need for insurance companies to enhance investment returns in a low-interest-rate environment, optimize financial statements under new accounting standards, and the introduction of policies supporting long-term capital market entry [3] - The pilot reform for long-term investment of insurance funds is accelerating, with the total scale of pilot funds expected to reach 222 billion yuan after the approval of the third batch of 60 billion yuan [4] - This pilot reform aims to address the barriers faced by insurance capital in entering the market for investments [4]