IndustryInsurance funds have been intensively holding bank

Since the beginning of this year, insurance funds have continued the hot momentum of last year. According to a research report by Changjiang Securities, as of June 20, insurance funds have raised stakes 19 times since 2025, approaching the full-year data of last year. Among the 19 times, 9 were bank stocks and 7 were Hong Kong-listed banks.   Many institutions believe that insurance funds prefer H shares in the banking sector, mainly because the banking sector has three characteristics of low volatility, high dividends and low valuations, which are in line with the stable investment preferences of insurance funds. In addition, bank A shares have a certain premium rate relative to H shares, and H shares have a relatively higher dividend rate and lower valuation, which is more suitable for long-term holding as a dividend target.

FX2088812169

2025-06-27 00:38

IndustryA record high was reached collectively, and insura

Huatai Securities previously released a research report that believes that financial support for consumption has a good foundation and there is still room for further development. At present, my country's multi-level consumer financial service system, including banks and consumer finance companies, is relatively complete. However, the dependence on traditional credit is high, the proportion of direct financing such as equity and bonds is relatively low, and the adaptability of credit products is insufficient. It is necessary to expand the supply of high-quality finance in the consumer field, and ultimately form a development pattern in which consumption and finance empower each other, deeply integrate, and virtuous cycle, and continue to release the growth momentum of the consumer market.

FX1629465360

2025-06-27 00:33

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