编辑丨杨希 险资举牌越战越勇。 近日，弘康人寿通过港股通二级市场，买入港股上市公司港华智慧能源股票，持股比例达到5%，触发举 牌。 中国保险行业协会披露信息显示，今年以来，险资举牌已经达到22次。梳理举牌标的可以发现，险 资偏好较低估值、较低波动、较高分红、较高业绩确定性等资产。 | 今年以来险资举牌一览 记者 叶麦穗 编辑 | | | --- | --- | | 险企 | 举牌公司 | | 平安人寿 | 邮储银行H股2次、农业银行H股2次、招商银行H股 3次 | | 瑞众人寿 | 中信银行H股、中国神华H股 | | 长城人寿 | 中国水务H股、大唐新能源H股、秦港股份H股 | | 新华保险 | 杭州银行、北京控股H股 | | 中国人寿 | 电投产融 | | 中邮人寿 | 东航物流、绿色动力环保H股 | | 阳光人寿 | 中国儒意H股 | | 利安人寿 | 江南水务 | | 信泰人寿 | 华菱钢铁 | | 弘康人寿 | 港华智慧能源H股 | | 泰康人寿 | 峰昭科技H股 | 记者丨叶麦穗 弘康人寿今年首次举牌 8月7日，弘康人寿公告称，公司参与举牌港华智慧能源。弘康人寿表示，本次举牌前，公司直接持有港 华智 ...

Industry Overview - The thick plate industry is characterized by its high strength, excellent plasticity, and weather resistance, making it irreplaceable in shipbuilding, energy equipment, and bridge engineering [1][7] - In 2023, China's thick plate production reached 11.18 million tons, a year-on-year decrease of 1.81%, but it maintained a steady growth trend amidst fluctuations [1][7] - The short-term decline is attributed to slow global economic recovery, increased international trade friction, and deep adjustments in domestic industrial structure [1][7] - The high-end trend in the industry is emerging, with the production of high-value-added products like 15CrMoR for nuclear power and chromium-molybdenum steel increasing against the trend [1][7] Industry Chain - The upstream of the thick plate industry includes raw materials such as iron ore, coal, scrap steel, and electricity, as well as production equipment like blast furnaces and rolling mills [3] - The midstream involves the production and manufacturing of thick plates, while the downstream includes industries with high material performance requirements such as construction, aerospace, marine engineering, and energy [3] Market Trends - The thick plate market is expected to experience a "narrow fluctuation and downward shift" in the first half of 2025, with an average price of 4,364 yuan per ton in June 2025, reflecting a 0.95% increase month-on-month but an 8.18% decrease year-on-year [9] - The market dynamics have shifted significantly, with prices remaining stable in the first quarter due to concentrated infrastructure project releases and export orders, but showing a gradual decline in the second quarter due to weakened global economic recovery [9] Key Enterprises - Major companies in the thick plate industry include Baosteel, Shagang, Ansteel, and Hesteel, with Baosteel holding a significant market share due to its advanced production technology [11][13] - Ansteel is recognized for its high-quality thick plates used in pressure vessels and bridges, while Hesteel's products are favored in mining and engineering machinery [11][13] Development Trends - The industry will focus on technological innovation and product upgrades, with increased R&D investment to develop high-strength, high-toughness, and high-corrosion-resistant thick plates [17] - Environmental policies are driving the industry towards green and low-carbon development, with companies investing in clean energy and energy-saving technologies [18][19] - The market demand for thick plates is expected to grow due to infrastructure construction, manufacturing transformation, and developments in the renewable energy sector [20]

Group 1 - The company, Hualing Steel, announced the convening of its second extraordinary general meeting of shareholders for 2025 on August 8, 2025 [2] - The meeting approved several proposals, including the election of non-independent director candidates for the company's ninth board of directors [2]

股票简称：华菱钢铁 股票代码：000932 公告编号：2025-56 湖南华菱钢铁股份有限公司 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 一、会议召开和出席情况 （一）会议召开情况 （1）现场会议召开时间：（星期五）下午 14:30。 （2）网络投票时间：2025 年 8 月 8 日。其中，通过深圳证券交易所交易系 统进行网络投票的具体时间为 2025 年 8 月 8 日的交易时间，即 9:15-9:25，9:30- 午 9:15 至下午 15:00 期间的任意时间。 会议室 法规及规章的规定。 （二）会议的出席情况 出 席 本 次 股 东 大 会 的 股 东 及 股 东 授 权 代 表 共 计 157 人 ， 代 表 股 份 其中： 出席现场会议的股东及股东授权代表 6 人，代表股份 3,162,977,981 股，占公 司有表决权股份总数的 45.7830%。 通过网络投票出席会议的股东 151 人，代表股份 198,194,230 股，占公司有表 决权股份总数的 2.8688%。 公司部分董事、高管人员及公司聘请的见证律师出席了会议。 二、提 ...

Core Points - The legal opinion letter was issued by Hunan Qiyuan Law Firm regarding the second extraordinary general meeting of shareholders of Hunan Huazhong Steel Co., Ltd. scheduled for August 8, 2025 [1][2] - The law firm confirmed that the procedures for convening and holding the meeting complied with relevant laws and regulations, including the Company Law and the Articles of Association of the company [2][5] - The voting results showed a high level of agreement among shareholders, with significant support from minority investors [3][4][5] Group 1 - The law firm was appointed to witness the second extraordinary general meeting of shareholders and verify the related documents and facts [1] - The meeting was conducted both in-person and through online voting, with specific time slots designated for the voting process [2] - The total number of shares represented at the meeting was 3,361,172,211, accounting for a significant portion of the company's voting rights [2] Group 2 - The voting results indicated that the proposals were overwhelmingly approved, with the highest approval rate reaching 100.1162% for one of the resolutions [5] - The participation of minority investors was notable, with their approval rates also reflecting strong support for the proposals [3][4][5] - The law firm concluded that the meeting's procedures, participant qualifications, and voting results were all legitimate and valid under applicable laws and regulations [5]

股票简称：华菱钢铁 股票代码：000932 公告编号：2025-56 湖南华菱钢铁股份有限公司 2025 年第二次临时股东会决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1、本次股东会未出现否决提案的情形。 2、本次股东会未涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、召开时间 （1）现场会议召开时间：（星期五）下午 14:30。 （2）网络投票时间：2025 年 8 月 8 日。其中，通过深圳证券交易所交易系 统进行网络投票的具体时间为 2025 年 8 月 8 日的交易时间，即 9:15-9:25，9:30- 11:30 和 13:00-15:00；通过互联网投票系统投票的具体时间为 2025 年 8 月 8 日上 午 9:15 至下午 15:00 期间的任意时间。 2、现场会议召开地点：湖南省长沙市天心区湘府西路 222 号华菱钢铁 1106 会议室 3、会议召开方式：现场投票及网络投票相结合 4、会议召集人：公司董事会 出席现场会议的股东及股东授权代表 6 人，代表股份 3,162,977,981 ...

湖南启元律师事务所 HUNAN QIYUAN LAW FIRM 湖南省长沙市芙蓉区建湘路 393 号 世茂环球金融中心 63 层 410007 Tel：0731 8295-3778 Fax：0731 8295-3779 http://www.qiyuan.com 致：湖南华菱钢铁股份有限公司 湖南启元律师事务所（以下简称"本所"）受湖南华菱钢铁股份有限公司（以 下简称"公司"）委托，对公司 2025 年第二次临时股东会（以下简称"本次 股东会"）进行现场见证，并根据《中华人民共和国公司法》（以下简称"《公 司法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）等中 国现行法律法规、规章和规范性文件以及《湖南华菱钢铁股份有限公司章 程》（以下简称"《公司章程》"）的相关规定，出具本法律意见书。 为出具本法律意见书，本所指派本所律师列席了本次股东会，按照律师行 业公认的业务标准、道德规范和勤勉尽责精神，对本次股东会进行了现场 见证，并核查和验证了公司提供的与本次股东会有关的文件、资料和事实。 本所出具本法律意见书是基于公司向本所保证：公司已向本所提供了为出 具本法律意见书所必需的资料和信息，一切足以影响 ...

Group 1 - The insurance capital market is experiencing a wave of shareholding activities, with 21 instances of insurance companies taking stakes in listed companies this year, surpassing the total of 20 for the entire year of 2024 [1][2] - Major insurance companies involved in this trend include China Post Insurance, Taikang Life, and several others, indicating a strong interest in equity investments [1][2] - The surge in shareholding activities is attributed to adjustments in asset allocation strategies by insurance companies, driven by supportive policies for long-term capital market investments [1][2] Group 2 - The companies targeted for shareholding include major banks and firms across various sectors, with bank stocks being the most frequently targeted [2] - Ping An Life has notably made 7 investments in bank stocks this year, indicating a focused strategy on this sector [2] - The regulatory environment has been favorable, with policies encouraging insurance funds to increase their equity investments, leading to a significant rise in the market value of equity holdings [2][3] Group 3 - The Ministry of Finance has adjusted the assessment methods for insurance fund performance, emphasizing long-term investment strategies [3] - This change is expected to enhance the role of insurance funds in providing long-term capital to the market, aligning asset investments with insurance liabilities [3] - Industry experts predict that the trend of insurance capital shareholding will continue in the second half of the year, supported by ongoing policy initiatives [3]

开源证券指出，大变局下不确定性中枢上升，高股息仍需重视，但全球需求和国内"地产+基建"上行拐点尚未到来，稳定型红利品种（即银行、公共事业） 优于周期型红利品种。红利思路下建议关注稳定型红利资产，因其具备防御属性，在当前市场环境中更具配置价值。 国企红利ETF紧密跟踪中证国有企业红利指数，中证国有企业红利指数从国有企业中选取现金股息率高、分红比较稳定且有一定规模及流动性的100只上市 公司证券作为指数样本，反映国有企业中高股息率证券的整体表现。 截至2025年8月8日 13:42，中证国有企业红利指数(000824)上涨0.14%，成分股华菱钢铁(000932)上涨2.58%，新钢股份(600782)上涨2.12%，宝钢股份(600019) 上涨2.04%，中国移动(600941)上涨2.02%，安徽建工(600502)上涨1.65%。国企红利ETF(159515)上涨0.26%，最新价报1.16元。 规模方面，Wind数据显示，国企红利ETF近1周规模增长109.90万元，实现显著增长，新增规模位居可比基金1/2。(文中可比基金指跟踪同一标的：中证国有 企业红利指数的同类产品。) 有机构表示，红利资产具有稳定 ...

（文章来源：每日经济新闻） 每经AI快讯，8月8日，钢铁板块震荡反弹，沙钢股份一度涨停，马钢股份、西宁特钢、三钢闽光、八 一钢铁、华菱钢铁、新钢股份等跟涨。 ...