Zhong Guo Zheng Quan Bao·2025-08-22 01:21Core Viewpoint - The recent disclosure of semi-annual reports by listed companies reveals significant investments from long-term funds such as social security and basic pension insurance funds, with over 40 social security fund portfolios and 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 attracted investments from social security fund portfolios, with some companies having multiple social security fund portfolios among their top ten shareholders [2] - Changshu Bank has four social security fund portfolios among its top ten shareholders, with a total holding value exceeding 2 billion yuan [2][3] - Notable companies receiving multiple social security fund investments include Nanwei Medical, Kaili New Materials, and Su Shi Testing, each with three social security fund portfolios in their top ten shareholders [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 favored [4] - Chunfeng Power has seen significant investment from basic pension fund portfolios, with one portfolio holding over 1 billion yuan and another newly entering the top ten shareholders [4] - Other companies such as Hongfa Shares and Haixing Electric Power have also attracted 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 hold over 46 billion yuan in A-shares, with social security funds accounting for over 37 billion yuan of this total [5] - Chunfeng Power has the highest holding value among these funds, exceeding 2.1 billion yuan, with both social security and basic pension fund portfolios among its top shareholders [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]