Technology stocks have become the "hot cakes" for insurance funds, with research institutions' participation increasing by more than 20% year-on-year.

date
03/02/2026
Since the beginning of this year, under the rotating hot trend in commercial aerospace, AI applications, brain-computer interfaces, and other sectors, technology stocks have become the favorite of insurance institutions for research. According to incomplete statistics, in January, a total of 97 insurance institutions conducted research on approximately 170 listed companies, with the number of participating insurance institutions in the research increasing by more than 20% compared to the previous year. Among them, more than half of the companies surveyed are technology companies, with companies such as Haitian Ruisen, Shangji Technology, Zhongji Xuchuang, Nengke Technology, Fudan Microelectronics, etc. being closely watched by more than 5 insurance institutions. In terms of the types of insurance institutions participating in the research, the top four institutions participating in research so far this year are all pension insurance companies, namely Taiping Pension, Changjiang Pension, Ping An Pension, and China Life Pension, all of which have participated in research more than 10 times.