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险资调研图谱:高股息与科技成长成关注重点
高股息和科技成长板块是险资调研的重点。电子、医药生物、机械设备、计算机等行业上市公司获得险资调研次数较多。最受险资关注的个股是机械设备行业的汇川技术,其今年以来获得超80家(次)险资调研。汇川技术主要为设备/产线/工厂自动化提供变频器、伺服系统、PLC/HMI/CNC、工业机器人、高性能电机、精密机械、气动元件、传感器、工业视觉等产品及解决方案。
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