Group 1 - Insurance institutions have shown increasing enthusiasm for researching listed companies, with 148 insurance institutions conducting a total of 3,863 research sessions as of June 8 [1][2] - The top five insurance companies conducting the most research are all pension insurance companies, with Ping An Pension leading at 293 sessions covering 237 companies [2] - The most researched stocks include Xinjie Energy, Huichuan Technology, and Shandong Huada, indicating a preference for undervalued blue-chip or high-growth companies [2][3] Group 2 - The industries attracting the most attention from insurance institutions include biomedicine, integrated circuits, and electronic components, with Xinjie Energy being the most popular stock among insurers [3] - Regulatory bodies are promoting long-term investment strategies for insurance funds, resulting in a significant increase in the scale of insurance capital entering the market, reaching 2.82 trillion yuan by the end of Q1 [4] - Insurance companies have accelerated their stock acquisitions, with 7 companies making a total of 16 acquisitions by June 9, surpassing the total for the entire year of 2023 [4] Group 3 - The growth in premium income has led to a substantial increase in investable funds for the insurance industry, making listed company equity an attractive investment option [5] - Bank stocks have become a focal point for insurance capital, with companies like Ping An Life increasing their holdings in Agricultural Bank and other banks due to their high dividend yields [5][6] - The favorable tax policies for dividends in the Hong Kong market further enhance the attractiveness of equity investments for insurance funds [6]
新集能源成“人气王”,年内险资调研上市公司3863次