Zheng Quan Shi Bao Wang·2025-08-25 01:45Core Insights - Pension funds have increased their presence in the secondary market, appearing in the top ten circulating shareholders of 75 stocks by the end of Q2, with 22 new entries and 23 increased holdings [1][2] - The total shareholding of pension accounts reached 679 million shares, with a total market value of 14.592 billion yuan [1] - The most significant holdings include Haiyou Development and Mingtai Aluminum, with shareholdings of 52.1022 million shares and 45.0001 million shares, respectively [1][2] Group 1: Pension Fund Holdings - By the end of Q2, pension accounts held the largest number of shares in Haiyou Development, ranking as the fifth-largest circulating shareholder [1] - The pension fund's largest holding by market value includes 41 stocks with a market value exceeding 100 million yuan, such as Chunfeng Power, Lanxiao Technology, and Yuyue Medical [1][2] - The highest shareholding ratio among pension accounts is in Lanxiao Technology, with a holding of 20.8 million shares, accounting for 6.78% of circulating shares [1][2] Group 2: Performance and Sector Distribution - The pension fund's stock holdings are primarily concentrated in the main board (49 stocks), with 7 in the Sci-Tech Innovation Board and 19 in the Growth Enterprise Market [2] - The pension fund's investments are mainly in the basic chemical and pharmaceutical industries, with 11 and 9 stocks, respectively [2] - Among the stocks held, 50 companies reported net profit growth in their semi-annual reports, with the highest growth seen in Rongzhi Rixin, achieving a net profit of 14.2355 million yuan, a year-on-year increase of 2063.42% [2]