社保基金持仓动向：二季度新进34股

Core Insights - The article highlights the recent movements of social security funds in the stock market, revealing that 34 new stocks were added to their portfolio in the second quarter, with a total of 164 stocks being held by these funds [1] Group 1: Social Security Fund Holdings - A total of 1263 companies have disclosed their semi-annual reports, with social security funds appearing in the top ten shareholders of 164 stocks [1] - In the second quarter, social security funds initiated positions in 34 stocks, increased holdings in 44 stocks, and reduced holdings in 52 stocks, while maintaining their positions in 34 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][2] - The stock with the largest number of shares held by social security funds is Hualing Steel, with 48.0794 million shares, followed by Stanley and Weixing Chemical with 21.9999 million shares and 20.1693 million shares, respectively [1][2] - In terms of performance, 26 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]