本报记者 冷翠华 5月7日，中邮人寿保险股份有限公司（以下简称"中邮人寿"）发布公告称，其通过协议转让的方式举牌东方航空物流股份 有限公司（以下简称"东航物流"）。这意味着，年内险资举牌总次数至少已达到13次。 险资举牌上市公司，是长期资本、耐心资本加大入市力度的生动表现。在5月7日国新办举行的新闻发布会上，"一揽子金 融政策"集中发布。其中，多项政策与险资投资有关，包括"进一步扩大保险资金长期投资试点范围""调降保险公司股票投资风 险因子"等。业内人士认为，随着增量政策的发布实施，险资等耐心资本入市的积极性将进一步提升，入市空间进一步扩大， 将持续稳定和活跃资本市场。 举牌热情持续高涨 险资举牌是指保险公司持有或者与其关联方及一致行动人共同持有一家上市公司5%股权，以及之后每增持达到5%时需依 规披露的行为。根据中邮人寿公告，其通过协议转让的方式，获得东航物流约7942万股无限售流通股，约占东航物流总股本的 5.00%。中邮人寿将支付的转让总价款为8.69亿元，占其2025年一季度末总资产的比例为0.14%，符合监管要求。 公告显示，截至今年3月31日，中邮人寿权益类资产账面余额为920.06亿元，占其20 ...

据公告，本次举牌东航物流股票的参与方为中邮保险，受托管理人为中邮保险资产管理有限公司。中邮 保险与珠海普东股权投资有限公司(下称珠海普东)签署《股份转让协议书》，中邮保险受让获得珠海普 东持有的东航物流7942.01万股无限售流通股，约占该上市公司总股本的5.00%。 公告显示，中邮保险将支付的转让总价款为8.69亿元，占中邮保险2025年一季末总资产的比例为 0.14%，符合监管要求。 对于本次权益变动的目的，东航物流此前披露的简式权益变动报告书显示，中邮保险称是基于自身发展 投资需求和支持上市公司持续健康发展的规划安排进行长期投资。并表示，受托管理人中邮保险资管将 密切关注企业的经营状况及市场后续反应，不排除在后期继续追加投资的可能。 东航物流官网简介显示，该公司是一家现代综合物流服务企业，总部位于上海，于2021年6月9日在上海 证券交易所主板挂牌上市，致力于为全球客户提供安全、高效、精准、便捷的物流服务。东航物流旗下 拥有中国货运航空、东航快递、东航运输、东航供应链、东航冷链等子公司及境内外多个站点及分支机 构。 中邮保险是中国邮政集团有限公司控股的寿险公司，公司总部位于北京，注册资本为286.63亿 ...

Core Viewpoint - Xinhua Insurance has increased its stake in Beijing Holdings to 5% through secondary market transactions, marking its second stake increase this year, following its acquisition of Hangzhou Bank in January [1][2][5]. Group 1: Company Actions - Xinhua Insurance announced the acquisition of an additional 150,000 shares of Beijing Holdings, raising its total holdings to 62,938,500 shares, which represents 5% of the company's total equity [3][4]. - The company has been active in the capital market, having previously increased its stakes in several companies, including China National Pharmaceutical Group, Shanghai Pharmaceuticals, and Haitong Securities [5][6]. Group 2: Financial Metrics - As of March 26, Xinhua Insurance's equity assets amounted to 317.47 billion yuan, accounting for 21.13% of its total assets, which were reported at 1,692.297 billion yuan with a net asset value of 96.24 billion yuan [4][6]. - The solvency ratio of Xinhua Insurance stands at 217.55%, indicating a strong capital position [4]. Group 3: Market Trends - The insurance sector has seen increased activity in the capital markets, with several major insurance companies, including China Life and Ping An Life, participating in stake increases across 13 listed companies this year [6]. - The banking sector has emerged as a favored investment area for insurance capital, followed by public utilities and energy companies, reflecting a strategic focus on stable and high-quality companies [6].

Group 1 - Xinhua Insurance increased its stake in Beijing Enterprises Holdings by acquiring 150,000 shares, raising its ownership to 62.9385 million shares, which is 5.00% of the total issued shares, triggering a mandatory disclosure [1] - The market value of Xinhua Insurance's holdings in Beijing Enterprises is approximately HKD 1.94 billion [1] - Beijing Enterprises reported a revenue of HKD 84.064 billion for 2024, a year-on-year increase of 2.13%, but its net profit decreased by 6.82% to HKD 5.123 billion [1] Group 2 - This is the second time Xinhua Insurance has made a significant stake acquisition in 2023, having previously acquired 5.45% of Hangzhou Bank from the Commonwealth Bank of Australia, increasing its stake to 5.87% [2] - The trend of frequent stake acquisitions by insurance companies reflects a broader pattern, with over six insurance firms having made stake acquisitions in 13 listed companies since 2025 [2] - The focus of these acquisitions is primarily on bank stocks and public utility stocks, with five of the 13 targeted companies being banks, indicating a preference for high-dividend assets in a low-interest-rate environment [2]