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东吴证券:为何险资举牌风潮又起?

Soochow: Why is there a resurgence of insurance capital in stock purchases?

Breakings ·  Jan 14 06:43

Soochow released a Research Report stating that 2024 marks the third wave of insurance capital stock purchases in nearly a decade, mainly focusing on high-dividend symbols listed in Hong Kong. Since 2023, traditional insurance products, represented by participating whole life insurance, have been in hot demand, driving rapid growth in industry premiums and creating significant demand for asset allocation. Meanwhile, long-term domestic interest rates continue to decline, causing substantial pressure from asset spreads losses and asset shortages for insurance companies, which need to find suitable allocation assets. Beginning in 2023, listed insurance companies have started to implement new financial instruments standards, where equity assets must choose between FVTPL and FVOCI. Currently, listed insurance companies primarily invest in stocks using FVTPL, where stock market fluctuations have a significant impact on current Net income. However, allocating assets towards long stocks or high dividends (OCI) strategies can moderately improve this situation, with the current stock purchases reflecting the execution of the aforementioned strategies.

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