Jin Rong Shi Bao·2025-08-06 00:13Group 1 - The insurance capital market is experiencing a wave of shareholding activities, with 21 instances of insurance companies acquiring stakes in listed companies this year, surpassing the total of 20 for the entire year of 2024 [1][2] - Major insurance companies involved in this trend include China Post Insurance, Taikang Life, and several others, indicating a strong interest in equity investments [1][2] - The surge in shareholding activities is attributed to adjustments in asset allocation strategies by insurance companies, driven by supportive policies for long-term capital market investments [1][2] Group 2 - The companies targeted for shareholding include major banks and firms across various sectors, with bank stocks being the most frequently acquired [2] - Ping An Life has notably made seven acquisitions of bank stocks this year, indicating a focused strategy on this sector [2] - The regulatory environment has been favorable, with policies encouraging insurance funds to increase their equity investments, leading to a significant rise in the market value of equity holdings [2][3] Group 3 - The Ministry of Finance has adjusted the assessment methods for insurance fund performance, emphasizing long-term investment strategies, which is expected to enhance the role of insurance capital in the market [3] - The outlook for the second half of the year suggests that the trend of insurance capital acquiring stakes will continue, supported by ongoing policy initiatives [3]