Mei Ri Jing Ji Xin Wen·2025-10-17 02:33Core Viewpoint - China Ping An Insurance (Group) Co., Ltd. has increased its holdings in Postal Savings Bank of China by 6.416 million H-shares, reflecting a trend of insurance capital frequently increasing their stakes in bank H-shares this year [1] Group 1: Investment Activity - China Ping An and its subsidiaries have shown a pattern of continuous accumulation in bank H-shares, particularly in listed banks such as China Merchants Bank, Postal Savings Bank, and Agricultural Bank [1] - The insurance capital's preference for bank stocks is attributed to the generally high dividend yields in both A-shares and H-shares, with the China Securities Bank ETF yielding 4.07% and the Hong Kong Stock Connect Financial ETF yielding 5.06% as of October 16 [1] Group 2: Market Conditions - The current low interest rate environment enhances the attractiveness of these assets, leading to sustained inflows from long-term funds such as insurance capital and social security [1] - A shift in market sentiment towards risk aversion has made these assets more appealing, indicating a potential strategy for similar investors to follow the lead of insurance capital [1]