超1.2万次！险资调研加速推进，高股息与科技成长受青睐

Core Insights - Insurance companies have conducted over 12,158 research visits to listed companies in the A-share market this year, reflecting their strong investment interest and positive attitude towards the current capital market [3][4]. Group 1: Investment Trends - Insurance funds have a total investment balance exceeding 36 trillion yuan, with approximately 3.07 trillion yuan allocated to stock investments [3]. - The surge in research visits indicates that insurance institutions are actively seeking suitable investment targets to achieve long-term investment goals [3][4]. - High dividend stocks are a key focus for many insurance institutions, with a consensus on increasing allocations to these types of investments [5]. Group 2: Sector Focus - Key sectors attracting insurance capital include pharmaceuticals, semiconductors, industrial machinery, and electronic components, with companies like Huichuan Technology receiving significant attention [4]. - The pharmaceutical industry is viewed as a crucial area for investment due to the aging population and rising health awareness [4]. - Emerging industries such as new energy, new materials, and information technology services are expected to see increased investment from insurance funds, aligning with national strategic directions [6]. Group 3: Future Outlook - Insurance institutions are likely to prioritize sectors with strong risk resistance and good growth prospects, particularly those related to environmental protection and public utilities [6]. - Consumer upgrade-related industries and the financial sector may also attract insurance capital due to their stability and recovery potential [6].