Xin Lang Cai Jing·2026-02-02 22:56Core Insights - Since 2026, technology stocks have become highly sought after by insurance capital institutions due to the rotation trend in sectors like commercial aerospace, AI applications, and brain-computer interfaces [1] Group 1: Investment Trends - In January of this year, approximately 97 insurance capital institutions conducted research on around 170 listed companies, with the number of participating institutions increasing by over 20% year-on-year [1] - More than half of the companies being researched are in the technology sector, with companies such as Haitai Ruisheng, Entropy Technology, Zhongji Xuchuang, Nengke Technology, and Fudan Microelectronics receiving significant attention, each being researched by more than five insurance institutions [1] Group 2: Institutional Participation - The top four insurance institutions participating in research this year are all pension insurance companies: Taiping Pension, Yangtze Pension, Ping An Pension, and China Life Pension, each participating in over 10 research sessions [1]