Industry insiders believe 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 montenegro email list 100000 contact leads companies have 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.
Judging from the financial characteristics
Of the companies holding stakes, most of them have high dividend yields, high ROE, and good cash flow.
Last night, Goldman Sachs announc that it had upgrad the ratings of several Chinese bank stocks, including Agricultural Bank of China, Industrial and Commercial Bank of China, Bank of China and China Merchants Bank.
Another foreign giant institution also rais its rating students note the high of Chinese assets. HSBC strategists rais their rating on Hong Kong stocks from “neutral” to “overweight”, noting that the Hang Seng China Enterprises Index is expect to rise 21% in 2025 and rais their yearend target for the index to 8,800 points from 8,610 points.
Data on northbound funds in the fourth quarter of 2024 show that foreign capital purchases were mainly concentrat in nonbank financial, social services, real estate and other industries.
Rais nearly 130 billion! This species is on fire
REITs have become popular recently! The first REITs of the year attract 129.3 billion yuan, with over 813 times of subscription.
On January 9, the announcement of the issuance results of Guotai Junan Jinan Energy Heating REIT show that the number of fund shares effectively calling list subscrib by public investors was 12.202 billion shares, which was 813.44 times the initial number of fund shares issu to the public, setting a new record for the subscription multiples of public REITs; the actual confirmation rate of effective subscription applications from public investors was only 0.12293446%, setting a new historical low Industry insiders believe.
