举牌涉及这些股票 从险资举牌标的来看，保险公司今年举牌的股票包括北京控股、电投产融、东方物流，中国儒意、中国水务、 大唐新能源、中国神华、杭州银行以及邮储银行、招商银行、农业银行、中信银行等银行H股，其中9只股票 为H股。 险资持续举牌上市公司，引发市场广泛关注。 据券商中国记者统计，截至5月31日，7家保险公司共实施15次举牌，超过2023年全年举牌量，并接近2024年全 年举牌数。这场从2024年启动的举牌潮已经持续一年多，且丝毫没有减弱趋势，去年至今险资举牌已超30次。 第三次举牌潮持续 5月19日，平安人寿发布举牌公告，平安资管受托该公司资金投资农业银行H股股票，5月12日达到农业银行H 股股本的10%。 这是平安人寿今年第5次举牌。其他举牌保险公司还包括中国人寿，新华保险、阳光人寿、长城人寿、瑞众人 寿、中邮人寿等。 险资投资上市公司股票并不鲜见，但只有达到一定规模才能称得上"举牌"。根据相关规定，保险公司举牌上市 公司股票，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已发行股份的5%，以及之 后每增持达到5%时，按照相关法律法规规定，在3日内通知该上市公司并予以公告的行为。 近1 ...

今天的文章分享一篇大佬林园的近期观点。 近日，林园在多次线上交流节目上，分享了其当下对于A股市场、红利股息、食品饮料、AI、黄金、巴 菲特减持等宏观与热门板块的研判观点。 总体来看林园依然乐观看好市场，认为现在是A股非常好的买点，这是他入市以来几十年最好的投资时 机。 对此，证星研究院整合了其近期多个访谈的部分观点（4.24、5.27），分享给大家。 以下为概括内容： 1.谈及市场：预判美联储降息；将投资股息资产 谈及市场，林园判断，美联储可能已经进入降息尾声。 他们判断美联储接下来会积极降息，直到正常范围，据他们测算正常范围是1%，目前是5%以上，至于 什么时候降息，相信不会太远。 谈及关税，林园认为，美国提出了对等关税，也有其合理性存在。 中国确实存在商品生产过剩，原因是过去超过十年的时间，一直都是产能提高、效率提高，再加上资金 的涌入。基本上，中国的东西是买不完。 这种形式会影响到国外，因为中国生产的东西太便宜，太优质，性价比非常高。美国总统提出了对等关 税，本质是让中国的东西在美国也不好卖。这会产生一些矛盾。 所以他认为，特朗普提出这些东西，实际上对中国去产能是有好处的。长远来说，对中国的经济也是非 ...

端午节前的A股，像极了盛夏午后的蝉鸣，看似热闹，实则暗藏焦躁。成交量连续多日在万亿边缘徘 徊，透着一股观望的倦意，板块轮动快得像走马灯，早盘冲高的科技股午后就可能翻绿，前一天还领涨 的消费板块隔天就偃旗息鼓。 翻开日历来看，历史数据显示，近十年端午节后首周沪指下跌概率超60%。 这个时点恰逢银行年中流动性考核、美联储议息窗口叠加，资金天然带着避险冲动。犹记得清明假期后 那轮急跌还历历在目，而眼下市场不确定性却有增无减，海外利率波动未平，国内政策传导尚需时日， 成长板块估值又居高不下。 这种市场环境下，越来越多的朋友都把目光投向了一抹沉稳的红色K线——银行股。 为什么是银行股？ 首先，作为A股当之无愧的优秀避险性资产，红利高股息资产在市场震荡时一般会有不错的表现，会更 容易吸引资金的布局。而银行作为高估息类核心方向之一，今年以来的表现更是名列前茅，比如银行 AH指数，今年以来屡屡刷新历史新高，阶段涨幅远超中证红利指数，展现出更高的防御属性。 其次，我们可以看到，近期虽然说震荡不断，但是大盘并没有呈现快速回落态势。这背后和国家队护盘 有很大关系。而国家队救市的首选，就是加持银行股，毕竟银行股占A股总市值的比例超过 ...

以下文章来源于时代财经APP ，作者周梦梅 时代财经APP . 聚焦于企业财经新闻，互联网新闻信息服务许可证编号：44120230006 将投中网设为"星标⭐"，第一时间收获最新推送 不少投资者在这轮港股盛宴中吃到"肉"。 作者丨 周梦梅 编辑丨 张常旺 来源丨 时代财经APP 2025年年初至今，恒生指数涨幅达到17.65%，在全球股票市场中领跑。 港股市场也变得热闹起来。蜜雪集团、泡泡玛特、老铺黄金"新消费三股"股价暴涨，成为资本市场现 象级盛宴；阿里、腾讯、小米等为代表的"中国科技七姐妹"强势崛起；宁德时代赴港募资约353亿港 元，成为年内全球最大规模IPO，掀起港股融资热浪。 不少投资者在这轮港股盛宴中吃到"肉"。"打恒瑞医药这只新股，中签400股，单只股票赚了6413元 港币。"投资者王淼称。5月23日，恒瑞医药在港股挂牌上市，恒瑞医药首日涨幅达到25.20%。近 来，港股新股上市行情火爆，宁德时代和沪上阿姨在上市首日分别收涨16.43%和40.03% 这背后是，2025年二季度以来，全球宏观叙事主线出现变化，"东稳西荡" 成为资本市场新故事，市 场对美国经济增长、资产价格和美元的信心在衰退，对中国 ...

Group 1 - The CSI 300 Dividend Low Volatility Index decreased by 0.52% as of May 26, 2025, with mixed performance among constituent stocks [1] - Minsheng Bank led the gains with an increase of 0.72%, followed by Ninghu Expressway at 0.63% and China Unicom at 0.56%, while Shanghai Bank, Conch Cement, and Huayu Automotive experienced declines [1] - The CSI 300 Dividend Low Volatility ETF (515300) underwent a rebalancing adjustment [1] Group 2 - The CSI 300 Dividend Low Volatility ETF recorded a trading volume of 54.8688 million yuan during the session, with an average daily trading volume of 110 million yuan over the past week [3] - The latest scale of the CSI 300 Dividend Low Volatility ETF reached 5.643 billion yuan, with a net inflow of 30.3007 million yuan recently [3] - Over the past five trading days, there were three days of net inflows totaling 36.9613 million yuan [3] Group 3 - As of April 30, 2025, the top ten weighted stocks in the CSI 300 Dividend Low Volatility Index accounted for 37.43% of the index, including China Shenhua, Gree Electric, and Daqin Railway [3] - Dongfang Wealth Strategy suggests that the relative return probability of dividends remains high, with a potential marginal increase in stable dividend style profitability from Q2 to Q3 [3] - The micro liquidity environment is expected to limit the valuation elasticity of high sensitivity styles, supporting the relative return probability of stable dividend styles in the near future [3] Group 4 - According to estimates from Founder Securities, long-term holding of dividend assets shows a higher success rate compared to broad indices like the CSI 300, aligning with the long-term performance assessment direction of the "Action Plan for Promoting the High-Quality Development of Public Funds" [4] - Institutions indicate that dividend assets are a valuable investment direction for long-term investors, especially in the context of ongoing policy encouragement for long-term capital market entry [4] - Investors without stock accounts can access investment opportunities through the corresponding CSI 300 Dividend Low Volatility ETF linked fund (007606) [4]

近期市场偏震荡运行，风格轮动较快，同时投资者情绪相对谨慎。在市场或仍维持震荡格局的背景下， 具有防御属性的红利类资产持续"吸金"。其中港股通红利ETF（513530）自2025/4/3以来已连续七周获 资金周度净流入，助推最新份额、规模均创其成立以来新高。（港股通红利ETF成立于22/4/8，数据来 源：交易所、Wind，截至25/5/23份额、规模分别为11.68亿份、18.42亿元） 中信证券研报表示，"港股市场的吸引力在系统性提升，一是资产供给结构和质量在持续提高，二是流 动性在海外资金回流的背景下趋势性改善。"在这一背景下，股息回报整体稳定、资产质量较优的港股 红利类资产有望进一步受到市场资金的关注。Wind数据显示，截至25/5/23港股通红利ETF（513530） 跟踪的港股通高股息（CNY）最新股息率（近12个月）达7.92%，并且市净率仅为0.62倍，未来估值回 升空间有望进一步打开。（资料来源：中信证券-25/5/25《核心资产定价权逐步向南转移》） 华泰柏瑞基金拥有超18年指数投资经验，早在2006年就开始了在红利主题ETF领域的前瞻布局，一手打 造了策略类型丰富、覆盖AH两地的"红利全家 ...

Market Overview - The US stock market experienced a decline this week, with the Dow Jones falling by 0.61%, the S&P 500 down by 0.67%, and the Nasdaq decreasing by 1% [1] - The dollar index dropped by 0.82%, while copper and aluminum prices rose on the London Metal Exchange [1] Economic Events - Trump threatened to impose a 50% tariff on EU goods starting June 1, which negatively impacted European stock markets [1] - Recent bond auctions in Japan and the US were poorly received, raising concerns about global market liquidity [4][5] Investment Insights - Analysts are optimistic about sectors such as technology, high-dividend assets, and non-ferrous metals [8][11] - The potential for a decline in the dollar index is seen as beneficial for international non-ferrous metal prices [11] Upcoming Events - Japan will conduct several important bond auctions on May 28, June 3, and June 5, with the June 3 auction of 10-year bonds being particularly significant [4] - The 61st simulated stock trading competition is set to begin, with participants focusing on opportunities in controllable nuclear fusion and the pet economy [2][3]

多位机构人士认为，煤炭板块中期仍具备配置价值，但需关注进口煤增量及煤价变化等变量。 对此，晨星（中国）基金研究中心高级分析师代景霞向《证券日报》记者分析称，三大因素构成主要支撑：一是在利率走 低的背景下，煤炭行业作为高股息资产的代表，其配置价值再次受到重视，使得部分资金转向煤炭板块；二是政策鼓励上市公 司加大分红，煤炭板块有望增加分红频次、提高分红比例，高股息、高分红的确定性增强；三是供需格局边际改善，随着前期 煤炭价格的持续下行，部分煤矿主动或被动减产，国内供应边际下滑，而需求端随着夏季用电高峰的到来，供需双向调整下， 市场对煤价底部支撑的信心明显增强。 尽管煤炭板块中期逻辑未变，但短期涨幅已引发对回调风险的讨论。 深圳市前海排排网基金销售有限责任公司研究部副总监刘有华表示，煤炭板块周期性特征显著，当前需关注两大风险点： 从市场表现来看，部分投资者选择在相对高位兑现收益，这一获利了结行为加剧了板块波动，特别是在价格逼近前期高点或关 键阻力位时，回调风险更为显著；与此同时，尽管当前煤炭价格具备较强支撑，但考虑到其持续处于高位运行状态，叠加季节 性因素影响，价格存在阶段性调整的可能。 为应对潜在波动，刘有华认为 ...

Core Viewpoint - The acquisition of 15.03% of Guanghui Energy by Fude Life Insurance and Fude Financial Holdings for 6.35 RMB per share reflects a growing trend of insurance capital investing in high-dividend assets, with a notable increase in such activities in 2023 [2][6][7]. Company Summary - Guanghui Energy announced that Fude Life Insurance and Fude Financial Holdings plan to invest 6.2 billion RMB to acquire 15.03% of its shares, translating to approximately 9.76 billion shares [3][6]. - Following the acquisition, Fude Life Insurance will hold 9.83% and Fude Financial Holdings will hold 5.20% of Guanghui Energy, while Guanghui Group will retain a 20.06% stake [6][7]. - Guanghui Energy has a strong focus on natural gas, coal, and coal chemical sectors, and has implemented a high dividend strategy, distributing a total of 13.72 billion RMB from 2022 to 2024, with a projected dividend payout ratio of 134.27% in 2024 [7][8]. Industry Summary - Insurance capital has accelerated its entry into the capital market, with 16 reported acquisitions by May 23, 2023, nearing the total of 20 for the entire previous year [8][9]. - The preference for high-dividend assets among insurance companies is evident, with many of the top ten stocks acquired in Q1 2023 having dividend yields exceeding 3% [10]. - Regulatory changes and favorable policies are encouraging insurance companies to increase their equity investments, with a focus on long-term capital strategies [9][11].

Group 1 - The A-share market experienced a collective pullback, with the Shanghai Composite Index closing down 0.94% at 3348.37 points, while 1107 stocks rose and 4204 stocks fell, highlighting the strong performance of controllable nuclear fusion concepts [1] - The 60th session of the stock simulation competition concluded with the champion achieving a return of 28.38%, the runner-up 27.28%, and the third place 26.60%, with 460 participants earning positive returns [1][2] - The upcoming 61st session of the competition will allow participants to register from May 24 to May 30, with the competition running from May 26 to May 30, featuring a simulated capital of 500,000 yuan [1][7] Group 2 - Key market trends included a focus on controllable nuclear fusion and the pet economy, with rapid shifts in market hotspots testing participants' trading skills [2][5] - Notable trades included the champion's successful investment in Zhongzhou Special Materials, buying at 23.45 yuan and selling at 33.24 yuan, yielding significant profits [4] - Participants also showed interest in high-dividend assets such as banks and utilities, which are seen as safer investments during market downturns [6] Group 3 - The competition's structure has changed to weekly contests, increasing the frequency of reward opportunities, with cash prizes for positive returns [7][8] - Participants can earn additional benefits such as access to expert holdings and market insights through the competition [9] - The competition encourages active participation, with a point system rewarding consistent trading activity [8][12]