Zheng Quan Shi Bao Wang·2025-08-22 02:07Core Insights - The social security fund has disclosed its stock holdings as of the end of Q2, appearing in the top ten circulating shareholders of 18 stocks, with a total holding of 61.61 million shares valued at 3.172 billion yuan [1] Group 1: Stock Holdings - The social security fund has newly entered 5 stocks, increased holdings in 6 stocks, and reduced holdings in 4 stocks, with 3 stocks remaining unchanged [1] - The stocks with the highest holdings by the social security fund include Daotong Technology with 9.27 million shares, Nanwei Medical with 9.18 million shares, and Kaili New Materials with 6.36 million shares [1] - The highest holding ratio is in Nanwei Medical at 4.89%, followed closely by Kaili New Materials at 4.87% [1] Group 2: Financial Performance - Among the stocks held by the social security fund, 15 companies reported year-on-year net profit growth in the first half of the year, with the highest growth seen in Rongzhi Rixin at 2063.42% [2] - Other notable net profit growth includes Jingfeng Mingyuan and Dingtong Technology, with increases of 151.67% and 134.06% respectively [2] Group 3: Industry Focus - The social security fund's holdings are primarily concentrated in the pharmaceutical, electronics, and computer industries, with 5, 5, and 3 stocks respectively [3] - Since July, the average increase in the stocks held by the social security fund has been 22.09%, with Dingtong Technology showing the highest cumulative increase of 66.39% [3]