The rebalancing pace has accelerated! Swiss Re Life invested 29.09 million Hong Kong dollars to increase its shareholding in CHINA LONGYUAN H shares. This year, insurance capital has sparked a new wave of "stake-building."
① This time, Ruizhong Life has increased its stake in CHINA LONGYUAN H shares as part of equity investment management; ② Asset returns are under pressure, and within the year, insurance funds have initiated a new round of "stake acquisition boom"; ③ As of December 25, at least 8 insurance institutions have increased their stakes in 20 listed companies this year.
As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.
The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.
Insurance capital is intensively increasing stakes in dividend stocks! What is the reason?
Currently, there are quite a few shareholders of insurance funds that hold more than 5% of the circulating shares of listed companies. In addition to some being unlocked restricted shares, there have also been many actions of shareholding and new stakes taken, with at least 14 instances of such actions this year.
Swiss Reinsurance Life once again acquired China Longyuan Power's H shares. Insurance funds have taken stakes in listed companies 12 times this year, reaching a near four-year high in frequency.
①The source of the funds for the shareholding comes from their own capital accounts, universal and dividend account insurance liability reserve; ② As of November 1st, insurance companies have made a total of 12 shareholding attempts this year, targeting 11 listed companies; ③ Insurance companies frequently engage in shareholding, which is related to adjusting investment strategies under the background of the new accounting standards.
Intensified competition on the supply side, shuangliang eco-energy systems, the new star of silicon wafers, suffered a loss of over 1 billion yuan in the first half of the year. | Interpretations of financial reports
①Shuangliang Eco-energy Systems reported a net loss of over 1.2 billion yuan in the first half of the year, with a loss of 0.963 billion yuan in the second quarter, marking the largest quarterly loss in nearly five years. ②The company's asset-liability ratio has reached 81.5%, indicating significant debt repayment pressure. ③The current silicon wafer price is in a fierce game, and in the medium to long term, the supply-demand pattern of silicon wafers is clearly improving, which will provide some support for this round of price increases.
Mid-day review: Three major indices fall together, with the tech index falling nearly 2%. The network technology and autos sectors are weak, with XPeng and NIO Inc falling over 5%.
As of press time, the Hang Seng Index fell by 0.59%, the CSI 300 fell by 0.78%, and the ChiNext fell by 1.8%; Baidu fell by more than 3%, Ctrip Group fell by nearly 3%, and bilibili fell by more than 2%.