Zheng Quan Shi Bao Wang·2025-08-19 03:42Core Insights - The Social Security Fund (SSF) has invested in 90 stocks by the end of Q2, with 34 stocks held for over 8 quarters, indicating a long-term investment strategy [1][2] Group 1: Investment Holdings - The SSF's longest-held stock is Changshu Bank, held for 30 quarters since Q1 2018, with a total holding of 277.91 million shares, representing 8.38% of the circulating shares [1][3] - Other notable long-term holdings include Aide Biological (26 quarters), Sanrenxing (21 quarters), and Pengding Holdings (20 quarters) [1][2] - By the end of Q2, the top holdings by quantity include Changshu Bank (27.79 million shares), Huafa Co. (9.04 million shares), and Pengding Holdings (4.30 million shares) [2][3] Group 2: Changes in Holdings - Among the 34 stocks held for over 2 years, 9 stocks saw an increase in holdings, with Hai Da Group, Hongfa Co., and Fala Electronics showing significant increases of 93.26%, 76.77%, and 73.58% respectively [2][3] - Conversely, 13 stocks experienced a reduction in holdings, with Shenhuo Co., Huajin Co., and Aide Biological showing declines of 59.75%, 56.76%, and 52.54% respectively [2][3] Group 3: Industry Distribution - The 34 stocks are concentrated in the electronics, basic chemicals, and power equipment sectors, with 5, 4, and 3 stocks respectively [2][3] - The main board has 26 stocks, while the ChiNext and Sci-Tech Innovation boards each have 4 stocks [2][3] Group 4: Financial Performance - Among the stocks held, 24 reported year-on-year profit growth, with notable increases from Shengnong Development (791.93%), Jifeng Co. (189.51%), and Wanhui High-tech (97.47%) [3][4] - 9 stocks reported a decline in net profit, with Huafa Co., Bayi Shikong, and Huajin Co. showing declines of 86.41%, 37.90%, and 33.15% respectively [3][4]