"Insurance buying insurance" staged again, the logic of insurance funds increasing their allocation to equity assets emerges.

date
12/09/2025
The disclosure of information by the Hong Kong Stock Exchange shows that at the end of August, China Ping An successively bought shares of China Taiping H shares and China Life H shares, with the holding ratio of both insurance companies' H shares exceeding 8%, less than 1 month after previously surpassing the 5% triggering line. China Ping An continues to increase its holdings of insurance stocks, which the market interprets as releasing a positive signal, reflecting the consensus of the insurance industry on the improvement of its own industry fundamentals. Several executives of listed insurance companies recently stated that A-shares have long-term investment value and they will steadily increase equity asset allocation, continuously optimize equity investment strategies, and enhance the stability of investment performance.