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社保基金长线坚守48只股(附股)
Zheng Quan Shi Bao Wang·2025-08-21 03:14

Group 1 - The Social Security Fund (SSF) has invested in 130 stocks by the end of Q2, with 48 stocks held for over 8 consecutive quarters [1] - Among the 48 stocks held for over 2 years, the top holdings by quantity are Changshu Bank (27.78 million shares), Huafa Co. (9.04 million shares), and Fuling Electric Power (8.17 million shares) [2] - The largest holding percentage is also in Changshu Bank (8.38%), followed by Fuling Electric Power (5.32%) and Nanwei Medical (4.89%) [2] Group 2 - In Q2, 14 of the 48 stocks saw an increase in SSF holdings, with notable increases in Haida Group (93.26%), New Energy (77.44%), and Hongfa Co. (76.77%) [2] - Conversely, 16 stocks experienced a decrease in holdings, with significant reductions in Lingrui Pharmaceutical (60.01%), Shenhuo Co. (59.75%), and Huajin Co. (56.76%) [2] - The stocks are concentrated in the electronics, basic chemicals, and pharmaceutical industries, with 6 stocks each from these sectors [2] Group 3 - Among the 48 stocks, 33 reported a year-on-year increase in net profit, with the highest growth seen in Shengnong Development (791.93%), Jifeng Co. (189.51%), and Wanwei High-tech (97.47%) [3] - 14 stocks reported a decline in net profit, with the largest decreases in Huafa Co. (86.41%), Bayi Space (37.90%), and Huajin Co. (33.15%) [3] - Over the past three years, 20 stocks have consistently shown year-on-year growth in net profit during the first half of the year, including Shenzhen Airport, Siyuan Electric, and Yanjing Beer [3]