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国家队一季度持股动向揭晓:重点布局银行、材料及公用事业领域
Huan Qiu Wang·2025-04-19 02:05

Group 1 - The core viewpoint of the articles highlights the significant presence and strategic investments of the national team in the stock market, particularly in key sectors such as banking, materials, and public utilities [1][2][3] - As of April 19, the national team has emerged as a major shareholder in 10 stocks, holding a total of 15.69 billion shares valued at 305.52 billion yuan, with a focus on stable assets [2] - The top three holdings by quantity are Zijin Mining, Ping An Bank, and Chuanwei Energy, with respective holdings of 6.91 billion shares, 4.29 billion shares, and 1.61 billion shares [2] Group 2 - The national team's investments are concentrated in three main sectors: materials, technology hardware and equipment, and public utilities, indicating a long-term positive outlook on the real economy and infrastructure [2] - In terms of market value, Zijin Mining leads with a holding value of 125.24 billion yuan, followed by Wanhua Chemical and Ping An Bank with 49.30 billion yuan and 48.33 billion yuan, respectively [2] - The national team's overall holdings across 192 stocks amount to 5.29 trillion shares with a market value of 35.85 trillion yuan, with banking stocks being a significant focus [3]