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2024年至1Q25险资“集中持股式”举牌情况
2024年至1Q25险资“集中持股式”举牌情况
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所属报告:
保险行业专题研究:险资举牌投资的得失成败-250523(27页).pdf
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率约为 5.0%,以港股为主(17只)。港股估值较低、股息率较高,因此高股息的港股适合作为红利股长期持有。投资机构如果通过港股通买入港股且连续持有超12 个月,取得的股息收入可以豁免相应的企业所得税。从行业分布看,被举牌公司主要包括盈利能力预期稳定且分红较高的银行、交运、公用事业行业优质公司。 2) 少部分被举牌公司股息不高。我们注意到新华保险去年以来举牌了国药股份、上海医药和海通证券这几支股息不算高的股票,可能与公司在医药、金融领域的战略布局有关。
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当前图表所属:
保险行业专题研究:险资举牌投资的得失成败-250523(27页).pdf
2025年险资举牌投资报告:第三次举牌潮股息率4.6%,集中持股与长股投策略分化趋势|华泰证券
三轮举牌潮“集中持股式”举牌行业分布对比
两次举牌潮“集中持股式”举牌对比
2024年至1Q25险资“集中持股式”举牌情况
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