险资最新重仓股曝光！新进144股！5只个股增持比例超100%，最高近400%！

Core Viewpoint - The A-share market has been performing strongly in 2025, with significant inflows from insurance funds driving the bull market, as evidenced by the Shanghai Composite Index reaching over 3800 points and a year-to-date increase of 15.10% [2][3]. Group 1: Insurance Fund Holdings - As of August 30, 2025, insurance funds held shares in 600 A-share companies, with a total holding of approximately 904.03 million shares, valued at around 1.52 trillion yuan, an increase of about 100 billion yuan from the previous period [2][3]. - The top sectors for insurance fund holdings include non-bank financials, banks, public utilities, and transportation, with banks being the most prominent [3][4]. - Excluding major shareholders like China Life and Ping An Bank, the top ten stocks held by insurance funds include seven banks, with holdings in companies like Shanghai Pudong Development Bank and Industrial Bank [4]. Group 2: New Investments and Increases - In the second quarter of 2025, insurance funds initiated positions in 143 new stocks, with the banking, medical devices and services, and hardware sectors leading in terms of market value [5][6]. - The largest new investment by insurance funds was in Hangzhou Bank, with a holding value of approximately 554.45 million yuan, representing 4.55% of its circulating shares [6][7]. - The performance of Hangzhou Bank has been notable, with a year-to-date increase of over 46% [11]. Group 3: Increases in Holdings - Insurance funds increased their holdings in 187 stocks in the second quarter, with five stocks seeing increases of over 100% [8][9]. - The stock with the highest increase in holdings was a company specializing in green building aluminum formwork, which saw a remarkable increase in revenue and net profit [9][10]. Group 4: Reductions in Holdings - In the same period, insurance funds reduced their holdings in 116 stocks, with six stocks experiencing reductions of over 50% [13][14]. - The most significant reduction was recorded in a stock with a decrease of 77.42% in holdings [14].