Raised nearly 130 billion! This species is on fire

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In addition, the regulatory authorities have successively introduced a series of policies to encourage insurance funds and other medium- and long-term funds to enter the market, which is also an important factor in the activeness of insurance funds. Industry insiders believe that with the continuous improvement 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 companies have raised their hands has reached the highest level in recent years. In 2024, eight insurance companies increased their holdings in multiple companies, triggering the A-share and H-share shareholding lines as many as 20 times, the peak since 2021.

In addition to banks, listed companies held by insurance funds australia telegram data are also concentrated 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 announced that it had upgraded 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 raised its rating of Chinese assets. HSBC strategists raised their rating on Hong Kong stocks from "neutral" to "overweight", noting that the Hang Seng China Enterprises Index is expected to rise 21% in 2025 and raised their year-end target for the index to 8,800 points from 8,610 points.

Data on northbound funds in the fourth quarter of 2024 showed that foreign capital purchases were mainly concentrated in non-bank finance, social services, real estate and other industries.

REITs have become popular recently! The first REITs of the year attracted 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 showed that the number of fund shares effectively subscribed by public investors was 12.202 billion shares, which was 813.44 times the initial number of fund shares issued 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.