长线资金“上榜” 大手笔布局超百只A股

Core Insights - Long-term funds such as social security funds and basic pension insurance funds have significantly increased their holdings in A-share companies, with over 40 social security fund portfolios and more than 20 basic pension fund portfolios appearing among the top ten shareholders of approximately 160 listed companies as of August 21 [1] Group 1: Social Security Fund Investments - Over 140 A-share companies have been favored by social security fund portfolios, with some companies receiving interest from multiple funds [2] - Changshu Bank has four social security fund portfolios among its top ten shareholders, with a total holding value exceeding 2 billion yuan [2] - Other companies like Nanwei Medical, Kaili New Materials, and Su Shi Testing also attracted multiple social security fund portfolios [2][3] - The highest individual holdings by social security funds are in Pengding Holdings and Wanhua Chemical, with values of 1.38 billion yuan and 1.15 billion yuan respectively [2][3] Group 2: Basic Pension Fund Investments - More than 20 basic pension fund portfolios have entered the top ten shareholders of over 40 A-share companies, with companies like Chunfeng Power and Lanxiao Technology being particularly popular [4] - Chunfeng Power has seen significant investment from basic pension funds, with one portfolio holding over 1 billion yuan and another newly entering the top ten shareholders [4] - Other companies such as Hongfa Shares, Haixing Electric Power, and Huafeng Aluminum have also gained attention from basic pension fund portfolios [4] Group 3: Total Holdings and Market Impact - As of August 21, social security and basic pension fund portfolios collectively held over 46 billion yuan in A-shares, with social security funds accounting for more than 37 billion yuan [5] - Chunfeng Power has the highest total holding value among these funds, exceeding 2.1 billion yuan, with continuous increases in holdings over five consecutive quarters [5][6] - A total of nine A-share companies have received over 1 billion yuan in holdings from these funds, spanning various sectors including automotive, PCB, banking, chemicals, food and beverage, medical, and electrical [6]