Insurance funds optimized equity allocation in the first quarter, with technology and new energy becoming the core main themes.

In the first quarter of this year, there were nearly 200 listed companies in which changes in the top ten list of circulating shareholders appeared. As of the close of April 27th, among the listed companies that have already disclosed their first quarter reports this year, more than 50 have seen an increase in holdings by insurance funds, with a large number of companies in technology and power sectors. In addition, insurance funds have entered the top ten list of circulating shareholders in more than 110 listed companies. Specifically, in the first quarter of this year, more than 10 listed companies in the hardware equipment and electrical equipment industries have seen new entries of insurance funds in the top ten list of circulating shareholders, including companies such as Shennan Circuit, Huace Navigation, Oriental Cable, and Kente Power. As an indicator of market investment, market attention is also focused on the reduction of holdings by insurance funds. In the first quarter of this year, there were a significant number of listed companies in the pharmaceutical and medical industry whose holdings were reduced by insurance funds, reaching 9. Wind data shows that in the first quarter, listed companies such as Huada Intelligent Manufacture, Fangsheng Pharmaceutical, Leap Medical, Sanxin Medical, and Yinke Medical have seen reductions in holdings by insurance funds.