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自去年6月份以来,A股共发布举牌公告117起,其中以保险资金为举牌主体的有48起,涉及资金1355.69亿元。分析人士称,通过举牌上市公司,险企一方面是为了获得相关业务牌照,另一方面,举牌上市公司也是险企财务报表中资产重分类的需求。而险资普遍看好银行、地产和商业零售等板块,因为银行、地产板块的市盈率普遍较低。整体来看,宝能系、安邦系等更加偏好低估值蓝筹股,国华人寿、阳光保险等更偏好高估值成长股。浙商证券的研究报告称,73%以上
Since June last year, A shares issued a total of 117 placards announcements, of which 48 were insurance placards, involving 135.569 billion yuan of funds. Analysts said that through the listing of listed companies, insurance companies on the one hand to obtain the relevant business licenses, on the other hand, the plaque listed companies is also the insurance company’s financial statements reclassified assets needs. Insurance generally optimistic about banking, real estate and commercial retail sector, as banks, real estate section of the price-earnings ratio is generally lower. Overall, Baoneng Department, Anbang Department and other more preferred underestimate the blue-chip stocks, Guohua Life Insurance, Sunshine Insurance more preferred high-valuation growth stocks. Zheshang Securities research report said that more than 73%