Analysis of Insurance Funds Entering the Market: A Significant Increase in Equity Allocation for Five Consecutive Quarters, Overall Increase in Dividend Allocation in the Second Quarter, and Continued Increase in Technology Allocation.
① According to the estimated dividend asset yield of A+H shares, insurance capital saw a net inflow of approximately 200 billion yuan in the second quarter, continuing a significant increase in stock allocation for five consecutive quarters. ② In the second quarter, insurance capital overall increased its allocation to dividends, reduced holdings in energy products, and made internal adjustments within technology growth and high-end manufacturing, while still increasing its overall allocation to technology.
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