Group 1 - The stock market has started positively in 2026, with insurance funds actively seeking investment opportunities, conducting a total of 751 company research sessions since the beginning of the year [1] - As of the end of Q3 2025, the balance of funds utilized by insurance companies reached 37.46 trillion yuan, reflecting a 3.39% increase from 36.23 trillion yuan at the end of Q2 2025 [1] - The trend of insurance capital is seen as a market indicator, with a particular emphasis on the proactive research efforts of professional pension insurance companies [1] Group 2 - In 2025, insurance institutions continued to invest in high-dividend strategies, favoring bank stocks, and in 2026, they expanded their focus to include popular sectors such as artificial intelligence and pharmaceuticals [2] - Key areas of interest for insurance institutions include banking, computer science, artificial intelligence, biomedicine, and aerospace, with a focus on high-end manufacturing and new productivity-oriented stocks [2] - Notable companies receiving attention from insurance institutions include Haitan Ruisheng (688787.SH), Entropy Technology (301330.SZ), and Aladdin (688179.SH), which are involved in AI data, biometric technology, and new materials, respectively [2]
险资开年调研忙！聚焦银行、人工智能、生物医药等领域
Xin Lang Cai Jing·2026-02-01 14:08