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12只科创板股去年四季度获社保基金抱团持有
Zheng Quan Shi Bao Wang·2025-04-28 01:37

Core Insights - The social security fund has disclosed its stock holdings, appearing in the top ten shareholders of 57 stocks on the Sci-Tech Innovation Board, with a total holding of 279 million shares valued at 12.916 billion yuan [1][2] Group 1: Stock Holdings - The social security fund has newly entered 15 stocks and increased holdings in 16 stocks, while reducing holdings in 16 stocks, with 10 stocks remaining unchanged [1] - The stock with the highest holding ratio by the social security fund is Yingke Recycling, accounting for 7.11% of the circulating shares, followed by Hangcai Co., with a holding ratio of 6.24% [2] - The top five stocks held by the social security fund, each with over 10 million shares, include China Communication Signal, Transsion Holdings, and Western Superconducting, with holdings of 33.1432 million shares, 32.8289 million shares, and 27.6675 million shares respectively [2][3] Group 2: Performance and Profit Growth - Among the stocks held by the social security fund, 36 are expected to see year-on-year net profit growth in 2024, with the highest growth rate of 705.74% from Purun Co. [2] - The average increase in stock prices for the Sci-Tech Innovation Board stocks held by the social security fund this year is 2.57%, with the best performer being Shijia Photon, which has risen by 58.51% [3] Group 3: Industry Focus - The social security fund's holdings are primarily concentrated in the electronics, pharmaceutical, and computer industries, with 16, 8, and 8 stocks respectively [2]