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2025年险资举牌A/H股分布
2025年险资举牌A/H股分布
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非银行金融行业：从年报看2025年保险资金投资变化-260417（28页）.pdf
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2025年险资举牌统计
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2026-04-20
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2025年险资举牌行业分布
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2026-04-20
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2015年至今险资举牌次数统计
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2026-04-20
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2025年险资举牌股息率分布
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行业数据
2026-04-20
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2025年险资举牌ROE分布
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行业数据
2026-04-20
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2025年举牌险资类型分布
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行业数据
2026-04-20
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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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2025年以来中资险企部分举牌H股的规模
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市场规模
2025-11-10
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图表112025年险资举牌标的A/H股分布
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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）
fCDlubTku70gfCBBIHwgSCB8IOWFtuS7liB8CnwtLS0tLS18LS0tLS0tfC0tLS0tLXwtLS0tLS18CnwgMjAxNSB8IDUgICAgfCAwICAgIHwgMCAgICB8CnwgMjAxNiB8IDEwICAgfCAwICAgIHwgMCAgICB8CnwgMjAxNyB8IDEwICAgfCAwICAgIHwgMCAgICB8CnwgMjAxOCB8IDEwICAgfCAwICAgIHwgMCAgICB8CnwgMjAxOSB8IDEwICAgfCAwICAgIHwgMCAgICB8CnwgMjAyMCB8IDIwICAgfCA1ICAgIHwgMCAgICB8CnwgMjAyMSB8IDUgICAgfCAwICAgIHwgMCAgICB8CnwgMjAyMiB8IDEwICAgfCAwICAgIHwgMCAgICB8CnwgMjAyMyB8IDEwICAgfCAwICAgIHwgMCAgICB8CnwgMjAyNCB8IDMwICAgfCAwICAgIHwgMCAgICB8CnwgMjAyNSB8IDE1ICAgfCAwICAgIHwgMCAgICB8CgrotYTmlpnmnaXmupDvvJrkuK3kv53ljY/vvIznlLPkuIflro/mupDnoJTnqbY=
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2025-07-25
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具体来看，2025 年险资举牌主要集中在港股的银行等高股息板块，举牌保险同业也在时隔六年后再次出现。2025 年中国平安、新华人寿、中国人寿、长城人寿、瑞众人寿、弘康人寿等 13 家保险公司相继举牌了 28 家上市公司，主要目的都是财务投资，被举牌方主要集中在 H 股上市公司，占比超 80%；行业主要分布在银行（16 次举牌）、公用事业（4 次举牌）、交通运输（4 次举牌）和非银金融（4 次举牌）等，公司市值大多大于 100 亿；平均股息率为 4.2%，平均 ROE为 10.2%（剔除东阳光药极端值）。此外值得关注的是，平安集团先后举牌并增持中国太保（H）和中国人寿（H），这也是 2019 年 7 月中国人寿举牌中国太保（H）后，时隔六年再次出现的保险公司举牌同业，我们判断平安此举在提升投资组合回报的同时，也反映出对保险板块基本面修复和长期价值的信心。
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非银行金融行业：从年报看2025年保险资金投资变化-260417（28页）.pdf
非银行金融行业：从年报看2025年保险资金投资变化-260417
2025年险资举牌统计
2025年主要上市险企前五大重仓流通股
2025年保险公司A股重仓流通股的持仓数量增加和减少前十大公司
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