险资举牌21次刷新五年纪录,聚焦银行股与长期价值

DoNews
Jul 28

进入2025年以来,保险资金在二级市场频繁举牌引发关注。统计显示,截至7月28日,险企已经完成21次举牌,数量超过2024年全年,刷新近五年纪录,涉及平安人寿、中邮保险、新华保险、瑞众人寿、中国人寿等公司。本轮举牌不同于2015年“野蛮人”式举牌,而是利率下行、监管鼓励与资产负债管理需求多重因素叠加的结果,体现了险资长期价值投资策略的成熟。银行股成为本轮举牌重点,其中平安人寿及其关联资管公司合计...

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