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Data from Wind reveals that, as of May 24, 2026, insurance entities (encompassing both insurance companies and insurance asset management firms) have undertaken a total of 5,723 research visits to A-share listed companies throughout the year. Their focus has been predominantly on individual stocks within sectors such as electronic components, industrial machinery, and integrated circuits, with hard technology emerging as the central investment theme. Interviews with experts suggest that the industry is poised to persist with a barbell-style allocation strategy moving forward. This approach involves leveraging high-dividend blue-chip stocks as a foundational element, while meticulously handpicking high-tech individual stocks to attain superior returns.
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