平安人寿 第4次举牌招行H股!
Zhong Guo Ji Jin Bao·2026-01-08 14:58

Group 1 - Ping An Life has increased its stake in China Merchants Bank (CMB) H-shares to 20%, representing 3.66% of CMB's total share capital [2][5] - This marks the fourth time within a year that Ping An Life has raised its stake in CMB H-shares, with previous increases occurring in January, March, and June 2025 [5] - The investment in CMB H-shares is part of a broader strategy by insurance companies to acquire high-dividend assets in a low-interest-rate environment, reflecting a shift towards long-term investments [5][6] Group 2 - As of December 31, 2025, Ping An Life's holdings in CMB H-shares amounted to approximately 9.22 million shares, with a book value of 43.956 billion yuan, accounting for 0.78% of its total assets [2][5] - The Chairman of a private equity firm noted that the frequent acquisitions of bank stocks by insurance companies indicate a significant push towards high-yield assets amid an "asset shortage" [5] - CMB's President Wang Liang expressed welcome for long-term capital investments, emphasizing that these investors do not seek board seats but aim to support the bank's management [6]

平安人寿 第4次举牌招行H股! - Reportify