Group 1 - The core viewpoint of the article emphasizes the recovery and stabilization of the A-share market, driven by a series of financial support measures aimed at enhancing market confidence and attracting long-term investments [2][4][5] - Since the implementation of the "package of financial support measures for high-quality economic development" on September 24, 2024, the capital market has undergone significant reforms, improving market expectations and confidence [2][4] - The combination of regulatory guidance and financial support from various institutions, including the Central Huijin Investment Ltd. and the People's Bank of China, has effectively stabilized the capital market [4][5] Group 2 - The influx of medium- and long-term funds is crucial for maintaining the long-term stability and health of the market, with significant investments from insurance companies and public funds observed [7][8] - Data shows that the five major listed insurance companies have collectively invested approximately 18,464.29 billion yuan in stocks, marking a 28.71% increase since the beginning of the year [7] - The establishment of long-cycle assessment mechanisms has encouraged institutional investors to focus on the fundamentals and long-term potential of companies, leading to a concentration of funds in high-quality assets [8] Group 3 - To sustain the positive momentum in the capital market, it is essential to further enhance the stability mechanisms and stimulate the market's internal growth dynamics [10][11] - The regulatory framework is being strengthened to attract long-term capital, with a focus on creating a market environment that encourages medium- and long-term investments [11][12] - Recommendations include increasing the scale and proportion of medium- and long-term funds entering the market, improving corporate governance, and enhancing shareholder returns through dividends and buybacks [12]
一揽子政策落地显效 中长期资金筑牢稳市根基丨时报经济眼
证券时报·2025-09-16 23:39