Eight Huawei concept stocks with a total stock market value of 1.9 billion

category:Finance
 Eight Huawei concept stocks with a total stock market value of 1.9 billion


The head of equity of a small insurance company told the Securities Daily that insurance funds are large in volume and long in duration, and they value long-term investment value rather than short-term hot concepts. Baima shares with large market value and stable growth are still the most favored core target of insurance companies.

Eight Huawei concept stocks exposed

Since this year, as Huawei concept stocks soared, insurance funds have also joined the layout camp.

According to the statistics of Dongfang fortune chioce, as of October 29, there were 103 stocks included in Huaweis concept stocks, with an average increase of 59% (non reversion, arithmetic average) in the year, greatly outperforming the market.

With the rapid growth of Huawei concept stocks, the frequency of insurance funds in relevant stocks increased in the third quarter. According to the statistics of the reporter, in the third quarter, the insurance funds mainly increased their holdings and made new progress in Huawei concept stocks, without any reduction. Among them, the new shares are Dongshan precision, Dashi intelligence, Shanghai Electric Power Co., Ltd., Anjie technology and Shengyi technology, and the additional shares are Xinwei communication, Gehua cable and jialitu.

From the perspective of the shareholding ratio of insurance capital to the eight outstanding shares, the shareholding ratio of insurance capital to Shanghai Electric Power Co., Ltd., Xinwei Communication Co., Ltd. and Gehua Cable Co., Ltd. at the end of the third quarter was over 1%, respectively 1.4124%, 1.3822% and 1.2834%; the shareholding ratio of insurance capital to the other five shares was less than 1%.

Specifically, of the five new Huawei concept shares in the third quarter, Guoshou purchased 0.8853% of Dongshan precision circulation shares through the insurance product account; Sino Italian life purchased 0.3372% of Das smart circulation shares through the dividend product account; China Life Group and Guoshou purchased 0.8636% and 0.5488% of Shanghai Electric Co., Ltd. circulation shares through the two product accounts; Guoshou also purchased 0.8636% and 0.5488% of Shanghai Electric Co., Ltd. circulation shares. 0.573% of the outstanding shares of Shengyi Technology Co., Ltd. and 0.289% of the outstanding shares of Anjie Technology Co., Ltd. were purchased by Centennial life through the traditional insurance product account.

From the perspective of the three additional shares, Taiping Life Insurance increased its holdings in Ciwei communication through the insurance product account, PICC Property Insurance increased its holdings in Gehua cable through the relevant account, and PICC Life Insurance increased its holdings in jialitu.

Judging from the comprehensive rating of the eight stocks by the rating agencies of securities companies in the year, among the 81 research papers issued by securities companies, except for one research paper which rated Das smart as neutral, other research papers were rated as overweight or buy, and securities companies were quite optimistic about the eight Huawei concept stocks.

Strengthen cooperation with Huawei at the business level

In addition to laying out Huawei concept shares in the secondary market, insurance companies also strengthen cooperation with Huawei at the business level.

Securities Daily learned from fidelity insurance that recently Huawei Technology Co., Ltd. (hereinafter referred to as Huawei) signed a framework cooperation agreement with Fidelity Insurance Holding Co., Ltd. (hereinafter referred to as fidelity insurance).

According to the agreement, the two sides will cooperate in cloud computing, big data, artificial intelligence, Internet of things, information security and other fields. In terms of cloud computing, Huawei will provide safe, reliable and open IAAs and other cloud computing resources for fidelity insurance; in terms of big data and artificial intelligence, the two sides will strengthen cooperation in voice recognition, image recognition, human image recognition, digital signature and other aspects; in terms of the Internet of things, the two sides will discuss industry solutions based on Huaweis 5g and Internet of things capabilities and seek for solutions Jointly expand opportunities; in terms of system operation and maintenance security, the two sides will strengthen cooperation in network and information system operation and maintenance monitoring and security protection, and help improve the network and information security protection ability and level of the member companies of Fude insurance holding group.

Fude insurance is not the only insurance company to cooperate with Huawei.

In February last year, Ping An insurance (Group) Co., Ltd. signed a strategic cooperation agreement with Huawei. The two sides will carry out all-round cooperation in smart city, cloud business and other fields. Earlier in 2017, China Taibao and Huawei signed a memorandum on deepening strategic cooperation in Shanghai. At that time, China Taibao said that in the future, the two sides will consolidate and give full play to the advantages of joint innovation, and strengthen cooperation in data center, enterprise cloud, big data, artificial intelligence, digital security and other fields. Earlier in 2016, Guoshou Investment Holding Co., Ltd. and Huawei Technology Co., Ltd. jointly signed the smart pension joint innovation laboratory cooperation agreement, launched a number of cooperation in smart pension innovation, and plans to combine mobile Internet applications, cloud computing, big data, artificial intelligence and other strategic cutting-edge technologies to achieve smart community, smart family, smart life, smart health Build a smart pension service system for the future. Source: responsible editor of Securities Daily: Yang qian_nf4425

In February last year, Ping An insurance (Group) Co., Ltd. signed a strategic cooperation agreement with Huawei. The two sides will carry out all-round cooperation in smart city, cloud business and other fields.

Earlier in 2016, Guoshou Investment Holding Co., Ltd. and Huawei Technology Co., Ltd. jointly signed the smart pension joint innovation laboratory cooperation agreement, launched a number of cooperation in smart pension innovation, and plans to combine mobile Internet applications, cloud computing, big data, artificial intelligence and other strategic cutting-edge technologies to achieve smart community, smart family, smart life, smart health Build a smart pension service system for the future.