养老星球|部分社保基金组合、基本养老保险基金组合二季度的持仓动向来了

Group 1 - Over 10 listed companies have disclosed their top ten shareholders before buybacks or suspensions, with notable appearances from social security fund combinations and basic pension insurance fund combinations, indicating continued accumulation by some pension funds since the second quarter [1][3][5] - The National Social Security Fund 118 combination increased its holdings in Electric Power Investment Energy by approximately 500,000 shares, totaling about 24.13 million shares as of April 30, 2025 [3] - The National Social Security Fund 16012 combination increased its holdings in Goldwind Technology from 13.07 million shares to approximately 14.82 million shares, marking an increase of about 3.24 million shares since the beginning of the second quarter [5] Group 2 - The National Social Security Fund 17042 combination and the Basic Pension Insurance Fund 1205 combination appeared in the top ten shareholders of Jianyou Co., holding approximately 10.10 million shares and 9.90 million shares, respectively [6] - The National Social Security Fund 1802 combination entered the top ten shareholders of Shandong Weida with approximately 1.20 million shares [9] - The National Social Security Fund 411 combination entered the top ten shareholders of Debang Co. with 1.71 million shares, alongside the Ping An Stock Preferred No. 1 Pension Product [10] Group 3 - The Guotou Ruijin Active Pension Target Five-Year Holding Mixed Fund was announced to be liquidated due to failing to meet the asset size requirement, having only operated for three years with a net value of 0.9004 yuan, reflecting a loss of nearly 10% [11] - Ping An Fund announced the departure of Gao Ying as the fund manager for the Ping An Pension Target Date 2030 One-Year Holding (FOF) due to work needs, effective May 15, 2025 [12][13]