险资年内举牌31次创新高 红利策略进入精挑细选阶段

Core Insights - Insurance capital's stake acquisitions have reached a new high this year, with 31 instances recorded, surpassing the previous peak in 2020 and marking the highest since records began in 2015 [1] - The trend of insurance capital "sweeping" shares continues, indicating sustained investment activity in the market [1] - Recently, Ping An Asset Management purchased 3.278 million shares of China Merchants Bank's H-shares, increasing its holding to 18.04%, suggesting that the underlying client for this investment is likely insurance capital [1]