--- title: "In 2025, insurance funds made over 30 stake acquisitions, setting a new record, with bank H-shares becoming the \"heavy investment area.\"" description: "By the end of 2025, the number of times Chinese insurance funds have made significant share purchases will exceed 30, setting a new record. From 2021 to 2023, the number of such purchases was in singl" type: "news" locale: "en" url: "https://longbridge.com/en/news/271368932.md" published_at: "2026-01-02T23:43:46.000Z" --- # In 2025, insurance funds made over 30 stake acquisitions, setting a new record, with bank H-shares becoming the "heavy investment area." > By the end of 2025, the number of times Chinese insurance funds have made significant share purchases will exceed 30, setting a new record. From 2021 to 2023, the number of such purchases was in single digits, while it rebounded to 20 times in 2024. Financial stocks remain the core focus for insurance funds, with 15 significant purchases involving listed companies in the financial sector, primarily concentrated in H-shares. At the same time, public utility assets such as water, electricity, environmental protection, and new energy have also attracted attention due to their stable cash flows, clear dividend expectations, and relatively low valuations According to the information disclosure system of the China Insurance Industry Association, as of the end of 2025, the number of times insurance funds have made significant investments has exceeded 30 times within the year, a significant increase compared to previous years, setting a new high in frequency in recent years. From 2021 to 2023, the number of significant investments by insurance funds each year was in single digits, while in 2024 it rebounded to 20 times. From an industry distribution perspective, financial stocks remain the absolute core direction for insurance fund investments. There were a total of 15 significant investments by insurance funds involving listed financial companies within the year, mostly concentrated in H-share targets. At the same time, public utility or quasi-public utility assets such as water, electricity, environment protection, and new energy have also frequently entered the investment scope of insurance funds. These targets generally possess characteristics such as relatively stable cash flow, clear dividend expectations, and lower valuation centers. (The Paper) ### Related Stocks - [XLF.US - Financial Select Sector SPDR Fund](https://longbridge.com/en/quote/XLF.US.md) - [20030.HK - Environment Protection](https://longbridge.com/en/quote/20030.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 从高盛到黑石,华尔街巨头都来站台:软件不会垮 | 高盛、黑石、Apollo 和 KKR 的高管一致认为,市场对 AI 将导致软件行业消亡的担忧被严重夸大了。尽管承认 AI 将带来 “剧烈的技术周期” 和颠覆,但机构认为大型、根基深厚的软件公司将受到保护,甚至成为受益者。同时,各家机构也澄清 | [Link](https://longbridge.com/en/news/275675255.md) | | 从优秀到卓越:电力公用事业安全项目的转型 | Leidos 正在通过识别痛点和引入创新解决方案来增强公用事业安全项目。强大的安全文化对于减少工作场所伤害和成本至关重要,重点在于问责制和日常实践。Leidos 定制培训,以使安全目标与组织文化相一致,确保员工的参与。其方法包括评估、量身定 | [Link](https://longbridge.com/en/news/275915932.md) | | 监管压力松绑,基调转变!美联储将放宽对银行修复缺陷的要求 | 美联储已向银行业发出信号,计划放弃此前向部分银行发出的某些警告。本月稍早,美联储通知全美多家银行,审查人员将开始对尚未解决的警告进行复查。若相关警告与美联储最新监管重点不一致——该重点要求审查人员更多聚焦对银行财务健康构成直接风险的问题,而 | [Link](https://longbridge.com/en/news/275661178.md) | | 尼索思|8-K:2025 财年每股收益 1.95 美元超过预期 | | [Link](https://longbridge.com/en/news/275597049.md) | | 美国光伏股已现 “黄金坑”?高盛:超级大规模计算中心正在改写电网需求逻辑 | 高盛报告指出,AI 数据中心正推动美国电力需求结构性增长,光伏作为主力能源预计在 2025 年新增装机中占比达 54%。尽管公用事业级光伏将稳健增长,但住宅市场因税收抵免到期短期承压。当前光伏股估值显著低于历史高点及电力板块平均水平,尤以公 | [Link](https://longbridge.com/en/news/270314416.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.