The "Securities Daily" reporter found that as of the close of August 16, a total of 649 companies in Shanghai and Shenzhen stock markets disclosed semi-annual reports. Among them, the social security fund appeared in the top ten tradable shareholders list of 122 stocks, holding a total of18.78 million shares, with a total market value of 35.43 billion yuan at the end of the period. In addition, it is worth noting that 54 stocks were held by the social security fund for five consecutive quarters in the stock exchange.
Judging from the number of shares held, tonghua dongbao has the largest number of shares held by social security funds, with 102226 million shares. In addition, Lu Hua Hang Seng (86.234 million shares), Rong Sheng Development (71387 million shares), Shuanghui Development (66.80110 million shares), Ping An Bank (5516900 shares) and Xishan Coal and Electricity (5437.
In terms of shareholding ratio, Wuwu Bio holds the largest proportion of social security funds, accounting for 65,438+00.33% of the outstanding shares. In addition, the shares of Yilian Network (8.57%), Poinsettia (7.39%), Kelai Electromechanical (6.88%), vision china (6.63%) and Fuling Zhacai (6.03%) are all above 6%.
In terms of newcomers, as of the end of the second quarter, there were 27 new stocks in the social security fund portfolio, and Ping An Bank was the most innovative stock in the social security fund portfolio. Among them, Social Security Fund 104 holds 55 169000 shares of Ping An Bank, becoming the tenth largest tradable shareholder of the stock; In addition, Tongwei shares (40.4097 million shares), Haige Communication (6.5438+05434 million shares), Hefeng Animal Husbandry (6.5438+0350 million shares), SuperMap Software (6.5438+0066700 shares), and Shanda Walter (6.5438+006666.5006).
In terms of shareholding, as of the end of the second quarter of this year, the social security fund continued to add 53 stocks. Shuanghui Development (31492,500 shares), tonghua dongbao (25 17 1000 shares), Wuwu Bio (25 1500 shares), Xishan Coal and Electricity (24.029 million shares) and Rong Sheng Development (23.555). During this period, the social security fund has also increased to varying degrees.
From the perspective of industry, four major industries, such as medicine, biology, chemicals, electronics, food and beverage, became the key varieties added or increased by the social security fund in the second quarter. Among the 80 stocks newly added or increased by the Social Security Fund, Zhongsheng Pharmaceutical, tonghua dongbao, Changchun Gaoxin and other 14 stocks belong to the pharmaceutical and biological industries. Seven food and beverage industry stocks such as Fuling mustard tuber, Angel Yeast and Shuanghui Development are also favored by social security funds. In addition, seven stocks in the chemical and electronics industries were also added by the social security fund.
In this regard, some analysts said that the pharmaceutical and biological industries benefited from the substantial increase in demand, and the profitability of leading companies continued to grow. The chemical industry has benefited from the continuous improvement of the relationship between supply and demand, and the increase in product prices has enhanced the profitability of enterprises. In the electronics industry, the scale of electronic information manufacturing industry continues to grow rapidly, structural adjustment is steadily advanced, and the transformation effect is further manifested. At the same time, 5G will lead the industry to further upgrade, which will benefit the electronic information industry leader.
At the same time, recently, the National Social Security Fund Council proposed that social security funds and pension funds, as long-term funds in China's capital market, should actively serve the development strategy, increase investment in scientific and technological innovative enterprises, promote the invested enterprises to improve their internal governance structure, and play an important role in China's economic transformation and upgrading and high-quality development.
Technology stocks will be the focus of future investment. People in the industry generally believe that China's economy needs some emerging enterprises and technology enterprises from small to large in order to achieve sustained and high-quality development in the future. This is a dynamic economy.
(Article source: Securities Daily) Solemnly declare that the purpose of publishing this information is to spread more information, which has nothing to do with the position of this website.