险资再加仓！中国人寿、农业银行H股获增持

21世纪经济报道05-21 13:25

中国平安南下“扫货”不停。　　近日，联交所最新权益披露资料显示，2026年5月18日，中国人寿（02628.HK）获中国平安保险（集团）股份有限公司在场内以每股均价29.5956港元增持5675万股。　　此次增持后，中国平安持有的国寿H股比例由14.37%增至15.13%，最新持股数目为11.26亿股。国寿H股还在5月11日、15日分别获平安人寿、平安资管增持，持股比例分别增至13.12%、...

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H shares of China Life Insurance and Agricultural Bank of China were increased","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601288":1.5,"601628":1.5,"01288":1.5,"02628":1.5,"03143":0.6},"content_text":"中国平安南下“扫货”不停。　　近日，联交所最新权益披露资料显示，2026年5月18日，中国人寿（02628.HK）获中国平安保险（集团）股份有限公司在场内以每股均价29.5956港元增持5675万股。　　此次增持后，中国平安持有的国寿H股比例由14.37%增至15.13%，最新持股数目为11.26亿股。国寿H股还在5月11日、15日分别获平安人寿、平安资管增持，持股比例分别增至13.12%、14.23%。　　但需注意的是，平安资管会受托管理平安集团、平安人寿的资金，投资港股，因此上述三大账户实际披露股份数量存在重叠，无法简单进行加总计算。 　　另外，农业银行H股（01288.HK）近日也获“平安系”资金加仓。5月18日，中国平安在场内买入6376.7万股农行H股股票，每股平均价为6.0708港元。　　此次增持后，中国平安持有的农行H股比例由24.97%增至25.17%，最新持股数量约77.40亿股。农行H股还在4月30日、5月6日分别获平安人寿、平安资管增持，持股比例分别增至22.07%、28.03%。 　　近年来，“平安系”资金（包括中国平安、平安资管、平安人寿）频繁现身银行H股（如农业银行、邮储银行、招商银行、工商银行等）、保险同业H股（如中国太保、中国人寿）的权益变动通知表中。　　在银行H股中，农业银行备受“平安系”资金青睐。2025年以来，中国平安及其一致行动人平安人寿、平安资管等公司不断增持农行H股。　　银行，尤其是国有大行H股，由于业绩稳定性强、估值低、股息高等特点，备受低风险偏好资金“偏爱”。截至发稿，农业银行H股股息率达4.76%，今年以来股价涨4.82%。　　近年来，国债收益率和固定收益类资产收益率持续下行，导致保险资金的安全垫和稳定性基础日益薄弱，传统优质收益资产供给明显收缩。　　在此背景下，保险资金普遍面临稳定资产配置不足的困境，必须通过提升权益类资产配置比例来增厚整体收益。　　因此，以平安为代表的保险资金近年掀起“举牌潮”。据华创证券的统计，在不考虑同一主体重复触及举牌线的情况下，2025年全年险资举牌合计31次，考虑重复举牌后次数至少38次。2025年举牌热潮再起，次数仅低于2015年，创近十年新高。H股为配置“主战场”。　　作为A股五大上市险企之一，平安集团手握数万亿投资资产。“对于平安来讲，险资的特点是长久期，可以忍受短期波动，我们是长期资本、耐心资本。我们的投资目的不是短期回报，而是实现资产端与负债端的久期匹配。”在2025年度股东大会上，被问及保险资金投资规划时，平安集团联席首席执行官郭晓涛回应。　　他强调，平安的投资策略追求“下有保底，上有弹性”，险资投资是均衡的、多元化的，固收类提供保底的坚实底仓，权益类让投资收益更有上浮的弹性。　　针对市场关注的权益仓位调整节奏，郭晓涛回应股东关切称：“权益仓位的高低并非主观择时，而是由市场利率、负债成本、产品账户类型共同决定，我们的核心目标，是确保长期投资收益持续超越负债成本。”　　据平安集团一季报，截至2026年一季度末，平安集团的投资资产约6.55万亿元，较年初增加0.9%。其中，债权计划和债权型理财产品占比较年初降至4.5%；不动产投资余额占比3.1%。　　一季度，平安保险资金投资组合实现非年化综合投资收益率0.2%，同比下降1.1个百分点；非年化净投资收益率为0.8%，同比下降0.1个百分点。（文章来源：21世纪经济报道）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2637801478","isCrawlerRequest":true}