社保基金持仓动向：二季度新进25股

Summary of Key Points Core Viewpoint - The article highlights the recent movements of social security funds in the stock market, revealing that 25 new stocks were added to their portfolio in the second quarter, along with adjustments in existing holdings [1]. Group 1: Social Security Fund Holdings - A total of 807 companies have disclosed their semi-annual reports, with social security funds appearing in 116 stocks [1]. - In the second quarter, social security funds initiated positions in 25 stocks, increased holdings in 30 stocks, reduced holdings in 38 stocks, and maintained their positions in 23 stocks [1]. - The stock with the highest number of social security fund holders is Su Shi Testing, with three funds listed among the top ten shareholders, holding a total of 14.862 million shares, accounting for 2.94% of the circulating shares [1]. Group 2: New Stocks and Performance - Among the newly acquired stocks, the highest holding percentage by social security funds is in Zhong Chumei, with a holding ratio of 3.45%, followed by Beiding Co., Ltd. at 3.16% [1]. - The stock with the largest number of shares held by social security funds is Hualing Steel, with 48.0794 million shares, followed by Satellite Chemical and Su Shi Testing with 20.1693 million shares and 14.862 million shares, respectively [1][2]. - In terms of performance, 21 of the newly acquired stocks reported year-on-year net profit growth, with the highest increase seen in Xin Qiang Lian, which achieved a net profit of 399.6148 million yuan, representing a 496.60% increase [2]. Group 3: Detailed Stock List - A detailed list of newly acquired stocks by social security funds includes: - Zhong Chumei: 320,000 shares, 3.45% [2] - Beiding Co., Ltd.: 1,000,000 shares, 3.16% [2] - Su Shi Testing: 1,486,200 shares, 2.94% [2] - Xin Qiang Lian: 555,560 shares, 2.08% [2] - Other notable stocks include Hualing Steel with 48,079,400 shares and Satellite Chemical with 2,016,930 shares [3].