Di Yi Cai Jing·2025-10-08 10:49Core Insights - The enthusiasm for insurance capital research on listed companies is driven by both long-term allocation logic and market environment [2][6][7] Group 1: Research Activity - Insurance companies and asset management firms conducted over 12,000 research sessions on listed companies in the past year, with a notable increase in activity compared to the previous year [2][3] - Among the top insurance asset management firms, Taikang Asset led with 1,105 research sessions, reflecting a 41.67% increase [4] - The research focus is primarily on technology growth stocks, with high-end machinery, electronics, and biomedicine sectors receiving significant attention [2][9] Group 2: Market Environment - The capital market's warming trend has further stimulated insurance capital's interest in researching listed companies [2][6] - The low interest rate environment and asset scarcity are driving insurance companies to increase their equity allocations, with an expected rise of approximately 2 percentage points in equity allocation for the year [7] Group 3: Key Companies and Sectors - Huichuan Technology (300124.SZ) was the most researched company, receiving 49 sessions from insurance companies and 182 from asset management firms [8] - Other notable companies include Luxshare Precision (002475.SZ), Zhongkong Technology (688777.SH), and Mindray Medical (300760.SZ), each receiving over 30 research sessions [8][9] - The focus on technology-driven growth stocks aligns with national strategic directions, indicating a preference for innovative sectors such as AI, medical devices, and high-end manufacturing [9]