“国家队”联手行动！增持回购潮来袭

Core Viewpoint - The article discusses the coordinated efforts by various Chinese financial authorities and state-owned enterprises to stabilize the capital market amid the backdrop of "reciprocal tariffs" implemented by the Trump administration [1][2]. Group 1: Government and Regulatory Actions - The People's Bank of China (PBOC) has expressed strong support for the Central Huijin Investment Ltd. to increase its holdings in stock market index funds and will provide sufficient re-lending support when necessary to maintain market stability [1]. - The Central Huijin has been identified as a key strategic player in maintaining market stability, functioning similarly to a "sovereign wealth fund" [1]. - The Financial Regulatory Administration has announced an increase in the upper limit for equity asset allocation ratios for insurance funds [1]. - The State-owned Assets Supervision and Administration Commission (SASAC) has pledged to support central enterprises and their listed subsidiaries in increasing share buybacks and maintaining shareholder rights [1]. Group 2: Actions by State-Owned Enterprises - Major state-owned enterprises, including China National Petroleum Corporation, have announced significant share buyback plans [1]. - Investment platforms such as China Reform Holdings Corporation and China Chengtong Holdings Group have committed to increasing their investments in ETFs and stocks of central state-owned enterprises [1]. Group 3: Private Sector Involvement - Several private enterprises are also actively engaging in share buybacks, with CATL planning to repurchase shares worth between 4 billion to 8 billion yuan [2]. - As of April 8, at least 48 companies, including both state-owned and private enterprises, have announced buyback or increase plans, with a total potential amount reaching 37.7 billion yuan [2].