港交所披露信息显示继弘康人寿保险股份有限公司举牌郑州银行H股后近日这家中小险企再度买入郑州银行67.5万股H股持股比例从

智通财经
Aug 09, 2025
港交所披露信息显示继弘康人寿保险股份有限公司举牌郑州银行H股后近日这家中小险企再度买入郑州银行67.5万股H股持股比例从触发举牌前的不到5%激增至14.03%(截至8月5日)。在利率下行、政策引导中长期资金入市等背景下银行股凭借高股息率、估值偏低以及低波动性等特点成为险资权益投资的重要标的使得险资举牌、增持银行股等高股息率资产的行为频频发生。多家研究机构分析认为近日新发国债等债券利息收入恢复征收增值税政策的推出或将进一步推动债券配置规模大、占比高的险资增配更具优势的高股息权益资产。(证券日报)。

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