Sou Hu Cai Jing·2025-04-30 16:08Core Insights - The social security fund, managing 8 trillion yuan of national pension funds, is aggressively acquiring high-quality assets in the A-share market, which has a total market value of 100 trillion yuan [1][5] - A notable state-owned enterprise has seen its shares significantly increased by the social security fund, with a holding of 25.23 million shares and a remarkable growth of 4543% in its first-quarter report [3][4] Investment Trends - The first quarter is a critical period for institutional investors to position themselves for the year, and the investment moves of the social security fund often attract attention in the A-share market, potentially leading to unexpected returns [4] - In Q1 2023, the social security fund increased its holdings in a leading consumer software company by 2.8 million shares, resulting in a stock price surge of 460% [4] - In Q1 2024, the fund acquired 1.52 million shares of a leading CPO industry company, which subsequently saw its stock price double [4] Performance of Selected Companies - Meige Intelligent: Q1 expected growth of 611.31%, with the social security fund purchasing 22.59 million yuan worth of shares. The company specializes in wireless communication and has established partnerships with major enterprises [8] - Haopeng Technology: Q1 expected growth of 925.59%, with the fund buying 126 million yuan worth of shares. The company focuses on secondary battery technology and has a strong customer base [9] - Chengdian International: Q1 expected growth of 1327.65%, with the fund acquiring 22.44 million yuan worth of shares. The company operates in the public utility sector with a monopoly advantage [10] - Limin Co., Ltd.: Q1 expected growth of 1395.38%, with the fund purchasing 54.85 million yuan worth of shares. The company is a leading pesticide manufacturer with a strong market presence [11] - Sichuan Shuangma: Q1 expected growth of 1276.50%, with the fund buying 150 million yuan worth of shares. The company has successfully transitioned from traditional cement to private equity investment management [12] - Leading ICT Infrastructure Company: Q1 expected growth of 4726.52%, with the fund acquiring 25.24 million yuan worth of shares. The company is a key supplier for major internet firms and has seen foreign and insurance capital investments [13]