Group 1 - Insurance companies have increased their stake acquisitions, with 16 instances reported this year, a significant rise compared to 5 instances in the same period last year [1][2] - The recent acquisition by Great Wall Life Insurance involved purchasing 4.4 million shares of Qinhuangdao Port Co., bringing its total holdings to approximately 279 million shares, which is 5.0005% of the company's total equity [2] - The market value of Great Wall Life's holdings in Qinhuangdao Port is approximately 610 million RMB, representing 0.42% of the insurer's total assets as of the last quarter [2] Group 2 - The increase in stake acquisitions is attributed to new accounting standards that require insurance companies to reflect the market value of stock investments, leading to greater volatility in financial statements [3] - The insurance sector is facing pressure from declining long-term interest rates and the maturity of high-quality non-standard assets, which impacts investment returns [3] - The preference for high-dividend stocks is evident, with 8 out of 16 acquisitions targeting listed banks, which are known for their high dividend yields [4] Group 3 - Future trends indicate that insurance companies are likely to increase their stake acquisitions, focusing on specialized and strategic investments in sectors such as high technology, new energy, and healthcare [5] - The collaboration between banks and insurance companies is seen as beneficial for expanding insurance product sales due to banks' extensive networks [4]

对此，太保资产总经理余荣权在中国太保（601601）2024年度业绩发布会上表示，保险业举牌现象越来 越多，主要是基于港股市场的高股息，这对净投资收益的带动是有明显提升的。 "H股的估值较A股呈现出一定的折价，增值空间更大，且通过港股通投资还有一定的税收优惠，因此是 保险资金增配的关注点。"普华永道中国金融行业管理咨询合伙人周瑾在接受《金融时报》记者采访时 表示，保险资金之所以选择银行股是因为上市银行普遍经营稳健，股票流动性好，股息率较高，分红稳 定且还具有升值空间。 从保险资金举牌的交易方式来看，二级市场买入仍是主流，如平安人寿举牌港股银行股均通过旗下平安 资管用竞价交易的方式在港股二级市场买入。除此之外，还有股份转让协议、非公开发行认购、认购增 发股份等交易方式。如新华保险（601336）举牌杭州银行和中邮人寿举牌东航物流均是通过股份转让协 议完成。阳光人寿则通过参与非公开发行认购的方式举牌了中国儒意港股。 在金融管理部门主动为保险资金松绑鼓励入市的大背景下，保险资金举牌潮正在如火如荼进行中。《金 融时报》记者根据中国保险行业协会网站披露的数据以及公开信息整理发现，截至6月13日，今年以来 共有7家保险公 ...