Science and Technology Board is the hottest topic in the capital market for these two days, and it has become the most surprising surprise of this year's insurance investment income. Insurance funds are also important institutional investors of the Science and Technology Board. The six insurance companies involved in the science and technology board of the company have said that the “return rate is very good” and the expected revenue target. The insurance funds surveyed generally had a certain “profit-taking” on the first day of the science and technology board trading, and said that they would continue to pay attention to the follow-up trends and opportunities.
The second day of the callback was expected
On July 23, the board saw its second trading day, the stocks generally rebounded, the turnover rate fell, and the stock price volatility stabilized. At the close, 4 out of 25 stocks rose, 21 stocks fell, and 14 stocks fell more than 10%.
According to a person in charge of medium-sized insurance investment, after the first day of the skyrocketing, the decline adjustment of most of the board's stocks on the second day was also in its expectation.
Due to the expected correction, there will be a certain degree of correction, and some of the insurance funds will be sold on the first trading day of the board. A person in charge of insurance investment research said that the expected return of most "new" is 30%-100%. It is not easy for Science and Technology to rise so high on the first day.
An insurance institution executive in Beijing believes that after the first day of the market, many stocks of listed companies have left the fundamentals. And because the trend is out of the fundamentals, the follow-up is difficult to predict. "Although it is out of the fundamentals, there are few tradable shares in new stocks, and there are active funds that are willing to operate. It is difficult to anticipate."
He believes that the hot day of the first day of the science and technology board on July 22 is also As a result of market trading behavior, he revealed that his company also had trading behavior on the same day, but did not go to the high position.
The insurance capital executives called "unexpected"
Like many participating organizations, the first day of the science and technology board exceeded the general expectations of insurance, and many "new" insurance institutions There is also trading behavior on the first day.
According to the above-mentioned medium-sized insurance professionals, the usual operation of participating in the “new fight” is that most of them will sell after a certain increase. At the same time, the short-term market fluctuations are also normal.
It is hard to hide the excitement of an insurance company's executives referring to the benefits of “playing new” science and technology. He said that the goal set was to sell more than doubled, and the first day after the opening, the profit target was reached.So choose to profit. He believes that the first day of the Kechuang board is so high that it will take a while to digest.
A person in charge of the insurance investment in the new board of the science and technology board also called for the first-day gains of the science and technology board. "I didn't expect it." He analyzed that the first day of the science and technology board rose more than expected. The reason may be related to the small number of issues, plus the fact that new shares have made money in the past few years.
The first day of the high-tech board of the science and technology board made many insurance capitalists even call "unexpectedly", and it has become the most surprising surprise of this year's insurance investment income. Many investors who participated in the new insurance industry said that “the yield is very good”.
On the first trading day of the board, 25 Kechuang board stocks rose an average of 139.54%, 16 shares doubled, and Anji Technology, Western Superconductor and Xinmai Medical ranked the top three. Among them, Anji Technology rose 400.15% in a single day, with the highest increase of 520.6%. Statistics show that more than 40 insurance companies were awarded 110 million shares of the first batch of companies.
Concerned about follow-up investment opportunities
talk about whether the future is willing to invest in the science and technology board, and senior insurance executives said that after a period of stable stabilization, it is expected to appear better after three months. Investment opportunities.
The business model of Science and Technology Enterprise is new, and the technology is iteratively fast. Its particularity determines its long-term need for financial support. The relevant documents of Science and Technology Board mentioned the long-term funds such as insurance funds several times, giving long-term investors greater pricing power for science and technology enterprises.
A number of people in the insurance management company said that the parties have given high expectations to the science and technology board, and this "China version of Nasdaq" should be seen longer. Therefore, Science and Technology Board is an investment sector that deserves to be focused on, but the choice of individual stocks will be more focused, especially the new system means higher requirements for insurance funds to participate in new and long-term value investment capabilities.
A person in charge of the insurance investment in the new board of science and technology told reporters that there are three main reasons for the insurance companies to actively participate in the “new” of the science and technology board: First, the science and technology board is a new domestic securities market. Things, insurance should be actively researched and involved; second, this is the first batch of listed companies in the science and technology board. According to the experience of the previous motherboards and small and medium-sized boards, “new” has always been making money, and the board has a high probability of “playing new”. Will continue this inertia; the third is that the current amount of funds invested in the science and technology board is not much, the proportion in the equity allocationVery small, the risk of "playing new" is controllable.
The person in charge of insurance investment and investment research also said that I believe that the science and technology board will be successful, but the investment value of the enterprise still needs time to test.
The person in charge of credit evaluation of an insurance asset management company told the reporter that the science and technology board will actively focus on the initial stage, and the real investment value of the listed companies of the science and technology board can be found after the big waves.