Core Insights - The article highlights the recent movements of social security funds in the stock market, revealing that five new stocks were added to their portfolio in the second quarter, alongside adjustments in existing holdings [1][2] Group 1: Social Security Fund Holdings - A total of 106 companies have disclosed their semi-annual reports, with social security funds appearing in 16 stocks [1] - In the second quarter, social security funds initiated positions in five stocks, increased holdings in five stocks, reduced holdings in five stocks, and maintained their position in one stock [1] - The stock with the highest number of social security fund holders is Su Shi Testing, with three funds listed among the top ten circulating shareholders, holding a total of 14.862 million shares, accounting for 2.94% of circulating shares [1] Group 2: New Stock Performance - Among the newly acquired stocks, Su Shi Testing has the highest holding percentage at 2.94%, followed by Enhua Pharmaceutical at 0.97%, and others like Weili Medical and Siwei Control [1][2] - In terms of share volume, Su Shi Testing leads with 14.862 million shares, followed by Enhua Pharmaceutical with 8.552 million shares and Xiangdian Co. with 8 million shares [1][2] Group 3: Financial Performance - Among the new stocks, five companies reported year-on-year net profit growth, with Siwei Control achieving the highest increase of 59.76%, followed by Su Shi Testing and Weili Medical with growth rates of 14.18% and 14.17% respectively [2]
社保基金持仓动向:二季度新进5股