In 2025, insurance funds made over 30 stake acquisitions, setting a new record, with bank H-shares becoming the "heavy investment area."

華爾街見聞
2026.01.02 23:43

根據中國保險行業協會信息披露系統披露，截至 2025 年末，險資年內舉牌次數已超過 30 次，較此前幾年顯著增加，頻次創下近年新高。2021 年至 2023 年，險資每年的舉牌次數均為個位數，2024 年則回升至 20 次。
從行業分佈看，金融股仍是險資舉牌的絕對核心方向。年內共有 15 次險資舉牌涉及金融類上市公司，且多集中於 H 股標的。同時，水務、電力、環保、新能源等公用事業或準公用事業資產也頻繁進入險資配置視野。這些標的普遍具備現金流相對穩定、分紅預期明確、估值中樞較低等特徵。（澎湃）

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