社保基金二季度重仓股揭秘:新进10股 增持6股

Group 1 - The core viewpoint of the article highlights the movements of the social security fund in the stock market, revealing that it appeared in the top ten circulating shareholders of 30 stocks by the end of the second quarter, with a total holding of 577 million shares valued at 8.814 billion yuan [1][2][3] - The social security fund increased its holdings in 6 stocks and initiated positions in 10 new stocks, while reducing its stakes in 8 stocks [1][2] - The most significant holding by the social security fund is in Changshu Bank, with 4 fund families holding a total of 277.91 million shares, accounting for 8.38% of the circulating shares [1][2][3] Group 2 - In terms of holding ratios, Changshu Bank leads with 8.38%, followed by Zhongchumai at 3.45%, and other notable companies include Xinyangfeng, Lide New Energy, and Beiding Co., with significant holdings [2][3] - Among the stocks held by the social security fund, 26 companies reported year-on-year net profit growth in their semi-annual reports, with Rongzhi Rixin showing the highest growth rate of 2063.42% [2][3] - The social security fund's holdings are primarily concentrated in the pharmaceutical, household appliances, and machinery equipment sectors, with 5, 3, and 3 stocks respectively [2][3] Group 3 - Since July, the average increase of the social security fund's heavy stocks is 12.33%, outperforming the Shanghai Composite Index [3] - The best-performing stock is Guomai Culture, with a cumulative increase of 55.39%, followed by Ding Tong Technology and Jerey Co., with increases of 45.34% and 26.57% respectively [3] - The largest decline was seen in Lide New Energy, which dropped by 3.67% [3]