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图表42024年至今(2025/3/28)险资举牌梳理
图表42024年至今(2025/3/28)险资举牌梳理
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所属报告:
保险行业深度研究报告:从重仓看中长期资金入市-250331(30页).pdf
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2025年险资举牌市值分布
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行业数据
2026-04-20
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图表112025年险资举牌标的A/H股分布
fCDogqHnpajnsbvlnosgfCDmlbDph48gfCDljaDmr5QgfAp8LS0tLS0tLS0tLXwtLS0tLS18LS0tLS0tfAp8IEHogqEgICAgICB8IDQgICAgfCAxNCUgIHwKfCBI6IKhICAgICAgfCAyNCAgIHwgODYlICB8CgrotYTmlpnmnaXmupDvvJppZmluZO+8jOWFrOWPuOWFrOWRiu+8jOWNjuWIm+ivgeWIuOaVtOeQhg==
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行业数据
2025-11-06
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图表92015-2025年险资举牌次数统计(未计增持)
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行业数据
2025-11-06
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图表122025年险资举牌参与方次数统计
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行业数据
2025-11-06
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图表102025年险资举牌标的行业分布
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行业数据
2025-11-06
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2025年平安人寿为举牌最积极险资,举牌标的主要为港股国股行(%)
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行业数据
2025-07-31
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险资举牌开始倾向于H股(家)
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行业数据
2025-07-25
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2024-1Q25险资举牌中长期股权投资情况
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行业数据
2025-05-26
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2024 年以来险资举牌潮再现, 2025 年或将延续举牌热情。2024 年险资合计举牌 20 次,时间节奏上主要集中在下半年,或与权益市场自 924 行情后显著回暖活跃相关。从行业分布来看,主要涉及交运(5 次)、公用事业(5 次)、医药生物(3 次)、环保(3 次),整体红利风格较为明显。举牌标的青睐港股,共计 13 起,约占 2/3,2024 年下半年开始基本集中在港股市场进行举牌。从举牌方看,前期主要是由长城人寿、瑞众人寿牵头,后续新华、太保系等大型保险公司亦加入险资举牌。举牌之后增持动作亦较为频繁,如长城人寿增持绿色动力环保至 29%、增持秦港股份至 26%。2025 年至今,险资举牌共 12次,其中举牌港股大行尤为突出。
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保险行业深度研究报告:从重仓看中长期资金入市-250331(30页).pdf
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