129770871345156250_113Reporter Ye Qi, Beijing reported four quarters last year, insurance funds as stock market barometer of how contrarian gallon? As more and more 2011 annual reports of listed companies disclosure, risk capital in this rally in the bottom of the path also gradually clear up, coupled with the recent market insurance funds to increase the intensity of redemption Fund news, once again, risk capital actionsAffect the market nerves. Stock position slightly by 1.8% ping an increase stocks soared 60% "from the end of last year to February this year, the most interest positions increase yidaolianggebaifendian by insurance companies. "A capital insurance company told reporters. 2011 peace annual report showed that its interest such positions from the end of 2010 9.8% to 11.5% in late 2011, which increased the stock positions than at the end of 2010 $ 8.6%. Statistics show that show up in the risk capital of 158 stocks, was more than 4 insurance combined steel shares, common shares held by Ling Guangzhou pharmaceutical synthesis, development of deep, dark horse, Southwest, Dalian, China Light shares a third base, BeijingUrban and rural areas, credit, and Thai. Where linggang shares the most popular insurance portfolio only by 6 together holding 34.5111 million shares and holdings of 5.8044 million shares for four quarters, Dalian new into third base for four quarters of insurance fund, holds 2.5793 million shares. 3 insurance portfolios holdings of stocks, qinchuan the development, Hua Ying technology, great wall motor (microblogging),Universal Music, the Red sun shield, agricultural development, the environment, aviation electronics, zhonghong stock in iron Council, the second, also in the last four quarters are overweight or new. Dark horse-a, ping an attitude quite accurate. Four quarters last year, ping an's 4 insurance funded two gallon or two into the unit, and with the early market rebound gradually, the stock was up sharply,Rebound by up to 60%. From holding number view, deep development-a, and China peace (micro-Bo), and pumped made Bank (micro-Bo), and Industrial Bank, and vanke-a ranked insurance funds holding number Qian five; also, fine up shares, and Southwest synthesis, and Ling steel shares, and sinopharm shares, and Yantai Wanhua, and overseas Chinese city-a, and space electronic, and deep tianma-a, and great wall car, and Wafa shares, and Shun Xin agriculturalIndustry, the Queen shares are risk capital, such as holding more than 20 million shares of stock. From the number of overweight, overweight more branches of insurance funds, rural development, zhonghong stock and investment real estate (microblogging), Yantai Wanhua
tera gold, tianwei change, small commodity city, huafa shares, holdings number more than 10 million units. In 24 of the new stocks, Societe Generale BankLine, overseas Chinese city a, great wall motor, the Queen is risk capital holds a large number of shares, are more than 20 million shares. Among them, China life individual dividend accounts to hold 97.1377 million shares in Societe Generale Bank's tenth-largest shareholder, holding value of 1.216 billion yuan, is to date all shares the risk capital increase cartridge's largest by market capitalisation. At the same time, China life personal bonus accountNew Oct A3419.07 shares, holdings market value amounted to $ 244 million. Great wall was Taikang life (micro-blogging) three accounts of its new holding 28.3557 million shares, shares worth 339 million Yuan, Queen shares also were Taikang life insurance account new 20.1619 million unit personal dividends, shares worth 412 million dollars. WorthIs made
tera gold, great wall motor trend this year is very strong, on December 6 last year after a dip $ 10.53 to market stabilisation, and on March 5, a record $ 15.09, up nearly 40%. Dangerous Chinese drink tuopai investment real estate are increasing warehouse 97.05% from holding trade distribution, financial services, machinery and equipment, agriculturalIndustry, the consumer is the insurance capital of heavy industry. "We believe that the a-stock valuations low, so major holdings at the end of last year has a certain value of manufacturing and performance of the advantages of supporting consumer. "These capital insurance company said. According to the 2009 and 2010 annual report of listed companies, holding the largest number of the current period of insurance fundsIs the financial services industry. As of now, most financial institutions have not yet released the annual report, but before the insurance fund-holding the largest number of 5 a unit, in addition to branches, other 4 are for the financial services unit, and have access to over 100 million shares to increase its stake, this also indicates that the risk capital valuations low, overall performance continued to maintain high growth Bank of preference increase. Ping an of China 2011 annual report also shows that as of the end of last year, half of the top ten holdings is banking, in addition to holding on to ICBC, China Construction Bank, agricultural Bank, new Bank and Pudong Development Bank during the second half of last year. Reporter learned that, Green Investment Bank last year to contribute 800 million for dividends. Stable growth in consumption were also subjected to risk capital, and as Queen of shares,Tuopai broke, alcoholic liquor. Such stocks are doing well in this rally, for example insurance funded new tuopai willing, on March 20, closing at $ 26.36, only $ 16.8 in early, or 56.9%. Safe investments also said the stock selection preferences this year will be one of the medium-term stability class, especially in the consumer's beverage industry. In addition, Agriculture and public utilities insurance funded a new layout of hot spots. Rural development not only by the Xinhua life insurance holdings of individual dividend accounts, dividends were Xinhua life insurance groups account and ping an life insurance (micro-blogging) new positions in the four quarter of last year, total holdings of 10.9285 million shares. Worthy of note is that although the property market Outlook, real estate stocks have not been insurance fundsAbandoned. Vanke A2011 display year after year, China life insurance individual dividend accounts to hold 129.4549 million shares to become the fourth largest shareholder of vanke a, 1.18% per cent of total number of shares, of which 37.7135 million is the four-quarter added, increase cartridge reaches 70.32%, to increase its stake could fetch up to $ 416.728 million. IsChina life and the protection of two life insurance products of holdings of investment have also been held 12.7723 million shares, increase cartridge reaches 97.05%. In addition, WAFA, zhonghong shares of shares, millions of shares and other property stocks also have substantially by insurance funds. "No trend opportunities, but trading opportunities. "This body on property stocks are now more consistent, soThose who are good at-band operation of insurance companies, and will not easily give up the trading opportunities. Investment and even dangerous for two consecutive months floating red above 2,400 insurance funding POT for the bottom line of insurance fund became clear at the same time, since March of this year, signs of danger and capital gains are starting to clear. In early March, after the market rushed to over 2,400 points on,Market sources said that China life appears redemption funds, scale close to around 20 billion yuan; on March 14 after the market fell, was constantly insurance funded efforts to increase redemption Fund news and called it redemption object focused stock fund. "This rally, a number of insurance companies to tap the rhythm, profit, so once the price goes intoFinishing stage, naturally in a number of small and medium-sized market capitalisation stocks appropriate cash profits and adjust the configuration of such stocks. "A large fund companies said. This rally returns for the risk capital investment and even the insurance evidenced in the results. Reporters access to Warburg securities investment and even the monthly insurance found that, since the beginning of this year, investment and even dangerous haze has a sweep last year, ushered in the positive returns for two consecutive months
tera power leveling, January and 2Average months accounts and 0.42%, respectively. 187 in the Warburg securities ranking system accounts in January, made 130 accounts are revenue, in February 182 accounts achieved positive returns, almost all gone red. February rate ranked top for China balance of growth (10.31%), followed by Tai Hong aggressive (8.5%), China Enterprise stock (7.95%), China life insurance balance grow one-month rate jumped from the classification bottom of the rankings in January to February of the first. According to industry sources, on each band operation, insurance agencies will first buy the constituent stocks of the SSE 50 index, positions upon completion of purchase index funds and index funds must be passive into weight unit,Formed in the market long on atmosphere, index of start up. When the market increase to achieve the desired range, insurance agencies began to gradually reduce stock and redemption of funds. As index funds were forced to sell shares as well as other investors followed the selling, the market started falling, and the market adjust to a certain extent, insurance agencies approaching bottom again.
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