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一揽子稳市场“组合拳”持续显效 我国资本市场展现强劲韧性和抗风险能力
Yang Shi Wang· 2025-05-10 05:17
央视网消息:日前召开的中央政治局会议专门提到"稳市场",强调"持续稳定和活跃资本市场"。4月份以来,我国A股市场经历了仅仅一天 的大幅波动后就持续反弹、回稳向好,上证指数一度"八连涨",展现出较为强劲的韧性和抗风险能力。市场表现的背后,离不开一揽子稳市 场"组合拳"持续发力。通过资本市场最新披露的财报,我们也直观感受到"组合拳"的实际效果。首先,我们来看类"平准基金" 中央汇金的"成 绩单"。 随着上市公司和公募基金一季报在四月底披露完毕,"国家队"中央汇金的持仓情况也随之明确。 中央汇金主要通过中央汇金、中央汇金资管以及专项资管计划等方式投资A股,目前主要持有股票和指数基金。中央汇金持仓规模大,选 择的标的对资本市场具有重要影响。万得数据统计显示,截至一季度末,165家上市公司的十大流通股东中都有它们的身影,这部分的持股市 值达到4.28万亿元。此外,它们持有包括沪深300、上证50、创业板等多只追踪A股不同市场风格的指数基金。截至一季度末,它们持有的指数 基金市值总计超过1万亿元。 万得数据统计显示,截至一季度末,保险资金出现在738家A股上市公司的前十大流通股东名单中,相比去年末新增13家。按照可比口径 ...
凝心聚力 实干笃行丨一揽子稳市场“组合拳”持续发力 看亮眼“成绩单”→
Yang Shi Xin Wen· 2025-05-10 03:16
Group 1 - The central political bureau meeting emphasized the importance of stabilizing the market and maintaining a vibrant capital market, with the A-share market showing resilience and recovery after significant fluctuations [1][2] - Central Huijin, as a major strategic force in maintaining market stability, has actively increased its holdings in exchange-traded funds, demonstrating its commitment to supporting the capital market [6][10] - As of the end of Q1, Central Huijin's holdings in the top ten circulating shareholders of 165 listed companies amounted to 4.28 trillion yuan, with over 1 trillion yuan in index funds [4][6] Group 2 - Insurance funds have been increasing their investments in A-shares, with a total holding value growth of 5.42% compared to the end of last year, and significant increases in the banking and transportation sectors [11][12] - The National Financial Regulatory Administration has raised the upper limit for insurance funds' equity asset allocation, which is expected to enhance the role of insurance funds in stabilizing the capital market [14][16] - Policies supporting insurance funds' entry into the market are being continuously introduced, with over 220 billion yuan approved for long-term investment pilot programs this year [16] Group 3 - Public funds have actively signaled their confidence in the Chinese market by announcing self-purchases, with a total amount exceeding 500 million yuan since April [19][22] - The China Securities Regulatory Commission has launched a new action plan for the high-quality development of public funds, which aims to improve investor experience and encourage long-term investments in A-shares [26] - A-share companies have seen a significant increase in share buybacks, with a total buyback amount of 139.7 billion yuan in April, reflecting companies' confidence in their own stability [27][30] Group 4 - The People's Bank of China has optimized capital market support tools, extending the loan term for stock buyback financing from one year to three years, which is expected to enhance market stability [34]