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又添一例!中邮保险出手,年内险资举牌次数超去年全年
Guo Ji Jin Rong Bao·2025-07-22 09:45

Core Viewpoint - The insurance company Zhongyou Insurance has increased its stake in Green Power Environmental H-shares, reaching a holding of 5.0722%, triggering a regulatory disclosure requirement [1][5]. Group 1: Investment Activity - Zhongyou Insurance purchased 726,000 shares of Green Power Environmental H-shares at a price of HKD 5.0007 per share, totaling HKD 3.6305 million [5]. - Prior to this transaction, Zhongyou Insurance held 19.784 million shares, which represented 4.8927% of the H-share capital [5]. - Following the transaction, the total shares held by Zhongyou Insurance increased to 20.51 million [5]. Group 2: Market Trends - A total of 17 listed companies have been targeted by insurance capital this year, with 21 instances of stake increases, surpassing the total from the previous year [3]. - Analysts expect the trend of insurance capital increasing stakes to continue due to rising risk appetite and declining long-term interest rates [3]. Group 3: Company Profile - Green Power Environmental, established in 2000, is a state-owned enterprise focused on the circular economy and renewable energy, with total assets nearing CNY 30 billion [6]. - For the year 2024, Green Power Environmental reported a revenue of CNY 3.399 billion, a year-on-year decrease of 14.08%, and a net profit of CNY 585 million, down 7.02% [6]. Group 4: Strategic Intent - Zhongyou Insurance views this investment as part of its strategy to align with national priorities and enhance collaboration between financial and logistics sectors [9]. - The company plans to gradually increase its allocation to more volatile stocks to achieve higher excess returns [9][10].