Changshu Bank(SH:601128) Zheng Quan Shi Bao Wang·2025-08-13 01:19Core Insights - The Social Security Fund has disclosed its stock holdings as of the end of Q2, appearing in the top ten shareholders of 43 companies, with new investments in 15 stocks and increased holdings in 10 stocks [1][2] Group 1: Stock Holdings Overview - The total number of shares held by the Social Security Fund is 791 million, with a total market value of 14.086 billion yuan [1] - The most significant holdings are in Changshu Bank, with four Social Security Fund portfolios listed among the top ten shareholders, holding a total of 277.91 million shares, accounting for 8.38% of the circulating shares [1][2] - Other notable holdings include Nanwei Medical with a holding ratio of 4.89%, and companies like Ganyuan Food, Zhongchumai, and Xinyangfeng also feature prominently [1][2] Group 2: Performance Metrics - Among the stocks held by the Social Security Fund, 34 companies reported year-on-year net profit growth, with the highest increase seen in Rongzhi Rixin at 2063.42% [2] - The average increase in stock prices for the Social Security Fund's major holdings since July is 15%, outperforming the Shanghai Composite Index [2] - The best-performing stock is Guomai Culture, with a cumulative increase of 65.93%, followed by Dingtong Technology and Pengding Holdings with increases of 63.30% and 61.85%, respectively [2] Group 3: Sector Distribution - The stocks held by the Social Security Fund are primarily concentrated in the pharmaceutical and biological, basic chemical, and electric equipment sectors, with 6, 5, and 3 stocks respectively [2] - The distribution includes 30 stocks from the main board, 7 from the ChiNext board, and 6 from the Sci-Tech Innovation board [2] Group 4: Detailed Stock List - A detailed list of stocks held by the Social Security Fund includes Changshu Bank, Pengding Holdings, and Huafeng Chemical, among others, with respective shareholdings and industry classifications provided [3]