Wind data shows Ping An of China and its subsidiaries have made multiple moves to increase their holdings of Hshares
of major stateown banks such as Industrial and Commercial Bank of China, China Construction Bank, Postal Savings Bank of China, and Agricultural Bank of China.
Data shows that at the end of the third quarter morocco email list 800000 contact leads of 2024, 11 of the top 20 stocks held by insurance
funds were bank stocks, and the dividend yields of the vast majority of banks exce 5%.
The continu largescale purchases by insurance funds are also one of the catalysts for the current surge in the banking sector.
In 2024, the banking sector rose 42% throughout the year, ranking first among all industries.
Insurance companies continue to increase their holdings of highdividend bank stocks.
The market speculates that the main reason is the downward trend in riskfree interest rates
Insurance companies can invest in fewer and fewer highyield products, so they are more inclin to allocate to highdividend products.
In addition, the regulatory authorities have successively introduc a series of policies to encourage
insurance funds and other mium and longterm funds keywords that convert to physiotherapy to enter the market, which is also an important
factor in the activeness of insurance funds. Industry insiders believe that with the continuous
improvement of policies and the improvement of the investment environment, there is still much room for improvement in the proportion of equity investment of insurance funds.
Since last year
The number of times insurance companies have trust review rais their hands has reach the highest level in recent
years. In 2024, eight insurance companies increas their holdings in multiple companies, triggering the
Ashare and Hshare shareholding lines as many as 20 times, the peak since 2021.
In addition to banks, list companies held by insurance funds are also concentrat in infrastructure, environmental protection, energy and other fields, mainly companies with high moats, stable demand and relatively clear industry competition landscape Wind data shows.
