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险资继续横扫,中国平安出手!
Zhong Guo Ji Jin Bao· 2025-08-19 10:31
【导读】中国平安增持农业银行及中国人寿H股! 险资继续狂买银行、保险H股! 8月19日,据香港联交所股权披露,中国平安(601318)保险(集团)股份有限公司(以下简称中国平 安)旗下平安人寿举牌农业银行(601288)H股和中国人寿(601628)H股,累计耗资约4.65亿港元。 累计斥资4.65亿港元增持 披露公告显示,在8月13日,平安人寿以5.5041港元每股的平均价买入2651.5万股农业银行H股,耗资约 1.46亿港元,交易后平安人寿持有农业银行H股比例由13.99%增至14.08%。 值得一提的是,同日,平安人寿还增持了中国人寿保险股份有限公司(以下简称中国人寿)H股,其以 22.7439港元每股的平均价格买入1406.7万股中国人寿H股,耗资约3.19亿港元。交易完成后,平安人寿 对中国人寿H股持股比例由原来的4.99%升至5.18%。 据悉,在8月18日,平安人寿还披露了其此前于8月11日举牌中国太平洋保险(集团)股份有限公司(以 下简称中国太保(601601))H股情况,增持后,其持股比例由原来的4.97%升至5.1%。同时,这也是 时隔六年再次出现险资举牌险企的情况。 此外,在8月12日 ...
险资继续横扫,中国平安出手!
中国基金报· 2025-08-19 10:23
Core Viewpoint - China Ping An has significantly increased its holdings in Agricultural Bank and China Life H shares, spending approximately HKD 465 million in total [2][3]. Group 1: Investment Activities - On August 13, Ping An Life purchased 26.515 million shares of Agricultural Bank H shares at an average price of HKD 5.5041 per share, totaling about HKD 146 million, raising its stake from 13.99% to 14.08% [4]. - On the same day, Ping An Life also acquired 14.067 million shares of China Life H shares at an average price of HKD 22.7439 per share, costing approximately HKD 319 million, increasing its holding from 4.99% to 5.18% [4]. - On August 18, Ping An Life disclosed its previous acquisition of China Pacific Insurance H shares on August 11, raising its stake from 4.97% to 5.1% [4]. - Throughout 2023, Ping An has actively increased its stakes in various banks and insurance companies, including Postal Savings Bank, China Merchants Bank, and others [5]. Group 2: Market Trends - The insurance capital has shown a high-frequency trend in acquiring H shares of banks and insurance companies, with over 30 instances of acquisitions this year, focusing on undervalued, high-dividend, and stable performance sectors [8]. - As of the end of Q2, the total balance of insurance funds reached CNY 36.23 trillion, a 3.73% increase from Q1, with stock investments rising to CNY 3.07 trillion, an 8.9% increase from CNY 2.81 trillion in Q1 [8].
非银金融行业跟踪周报:险资大幅增配股票,并购重组改革深化-20250518
Soochow Securities· 2025-05-18 11:57
Investment Rating - The report maintains an "Increase" rating for the non-bank financial industry [1] Core Views - The non-bank financial sector has shown resilience, with insurance and securities outperforming the CSI 300 index recently. The insurance sector rose by 3.63%, while the securities sector increased by 2.16% [8][9] - Significant reforms in mergers and acquisitions are being implemented by the China Securities Regulatory Commission (CSRC), which is expected to enhance market vitality [3][17] - Insurance funds have significantly increased their allocation to stocks, while the proportion of non-standard investments has notably decreased [21][25] Summary by Sections Non-Bank Financial Subsector Performance - In the recent five trading days (May 12-16, 2025), the non-bank financial sector saw the insurance and securities industries outperform the CSI 300 index, with overall non-bank financial growth of 2.67% compared to 1.12% for the index [8][9] Non-Bank Financial Subsector Insights - **Securities**: Trading volume has significantly increased, with May's average daily trading volume reaching 1,478.4 billion yuan, a year-on-year increase of 57.38% [13][15] - **Insurance**: As of Q1 2025, the insurance industry's fund utilization balance was 34.93 trillion yuan, up 16.7% year-on-year. The allocation to stocks increased to 8.4% [21][24] - **Diversified Finance**: The trust industry is transitioning into a stable growth phase, while the futures market continues to see high transaction volumes, with April 2025's trading volume at 8.09 billion contracts [26][32] Industry Ranking and Key Company Recommendations - The report ranks the non-bank financial sector as follows: Insurance > Securities > Other Diversified Finance. Key companies recommended include New China Life Insurance, China Pacific Insurance, China Life Insurance, China Securities, Tonghuashun, and Jiufang Zhitu Holdings [40]