Insurance companies continue to increase their holdings of high-dividend bank stocks. The market speculates that the main reason is the downward trend in risk-free interest rates. Insurance companies can invest in fewer and fewer high-yield products, so they are more inclined to allocate to high-dividend products.
In addition, the regulatory authorities have successively introduced a series of policies to encourage insurance funds and other medium- and long-term funds 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 lebanon telegram data raised their hands has reached the highest level in recent years. In 2024, eight insurance companies increased their holdings in multiple companies, triggering the A-share and H-share shareholding lines as many as 20 times, the peak since 2021.
In addition to banks, listed companies held by insurance funds are also concentrated in infrastructure, environmental protection, energy and other fields, mainly companies with high moats, stable demand and relatively clear industry competition landscape.