Zheng Quan Shi Bao Wang·2025-08-25 02:04Core Insights - The article highlights the recent movements of social security funds in the stock market, revealing that 41 new stocks were added to their portfolio in the second quarter, with a total of 199 stocks being held by these funds [1][2]. Group 1: Social Security Fund Holdings - A total of 1,692 companies have disclosed their semi-annual reports, with social security funds appearing in the top ten shareholders of 199 stocks [1]. - The most notable new holdings include Su Shi Testing, where three social security funds are listed among the top ten shareholders, holding a combined 14.86 million shares, representing 2.94% of the circulating shares [1]. - The stock with the highest proportion held by social security funds among new entries is Zhong Chumei, with a holding ratio of 3.45%, followed by Beiding Co. at 3.16% [1]. Group 2: Performance of New Holdings - Among the new stocks, 29 companies reported a year-on-year increase in net profit, with the highest growth seen in Gao Lan Co., which achieved a net profit of 22.93 million yuan, marking a 1,438.57% increase [2]. - The average increase in the stock prices of new holdings since July is 21.74%, outperforming the Shanghai Composite Index [2]. - The best-performing stock among the new entries is Guomai Culture, with a cumulative increase of 91.47%, followed by Gao Lan Co. and Huicheng Vacuum, which rose by 80.67% and 59.55%, respectively [2].