Group 1 - Since 2025, insurance funds have actively engaged in the A-share market, conducting over 9,800 company surveys involving more than 1,400 companies, indicating a strong investment trend [1] - Major insurance asset management firms such as Taikang Asset, Huatai Asset, and Dajia Asset have conducted over 300 surveys each, focusing on high-dividend and technology growth sectors [1] - The mechanical equipment industry, particularly Huichuan Technology, has attracted the most attention from insurance funds, receiving over 80 surveys, with banks like Ningbo Bank and Jiangsu Bank also being popular targets [1] Group 2 - In 2023, insurance funds have made 19 significant equity purchases, primarily in low-valuation and high-dividend sectors such as banking and environmental protection [3] - Insurance executives emphasize the importance of investing in technology innovation, viewing it as a core component of new productive forces, and advocate for insurance capital to support this area [3] - Recent policy relaxations by the Ministry of Finance have encouraged long-term stable investments by insurance funds, potentially increasing their tolerance for market volatility and diversifying their investment strategies [3] Group 3 - The investment landscape for insurance funds is expected to expand, with potential focus areas including high-dividend blue chips, technology growth stocks, hard technology related to national strategies, green industries, and emerging sectors during economic transformation [3]
险资调研高股息、科技成长资产
Huan Qiu Wang·2025-07-17 02:57