养老金二季度现身38只股前十大流通股东榜

Summary of Key Points Core Viewpoint - The pension funds have actively invested in the secondary market, appearing in the top ten circulating shareholders of 38 stocks by the end of the second quarter, with significant new investments and increased holdings in several companies [1][2]. Group 1: Investment Activity - By the end of Q2, pension accounts were present in the top ten circulating shareholders of 38 stocks, with a total holding of 323 million shares valued at 7.975 billion yuan [1]. - The pension fund's largest holding was in Haiyou Development (600968), with 52.1022 million shares, making it the fifth largest circulating shareholder [1]. - The pension fund increased its holdings in 13 stocks and initiated positions in 16 new stocks during the quarter [1]. Group 2: Sector and Stock Performance - The pension fund's investments are primarily concentrated in the machinery and pharmaceutical sectors, with five stocks from each sector appearing in their holdings [2]. - Among the stocks held, 28 companies reported a net profit increase in their semi-annual reports, with Rongzhi Rixin showing the highest growth at 14.2355 million yuan, a year-on-year increase of 2063.42% [2]. - The pension fund's holdings include 26 stocks from the main board, 4 from the Sci-Tech Innovation Board, and 8 from the Growth Enterprise Market [2]. Group 3: Detailed Holdings - The top holdings by the pension fund include: - Haiyou Development (600968): 52.1022 million shares, a 5.68% increase, representing 0.51% of circulating shares [2][3]. - Hongfa Shares (600885): 28.2227 million shares, a 64.93% increase, representing 1.93% of circulating shares [2][3]. - Blue Sky Technology (300487): 20.8 million shares, a 4.00% increase, representing 6.78% of circulating shares [2][3]. - Other notable holdings include Shenzhen Airport (2420.47 million shares), Guoyao Shares (1781.80 million shares), and Spring Wind Power (795.14 million shares) [2][3].