社保基金二季度重仓股揭秘：新进53股 增持70股

Summary of Key Points Core Viewpoint - The Social Security Fund has shown significant activity in the stock market during the second quarter, with a total of 259 stocks appearing in the top ten circulating shareholders list, indicating a strategic investment approach by the fund [1][2]. Group 1: Shareholding Changes - The Social Security Fund has a total holding of 4.39 billion shares, with a market value of 79.31 billion yuan at the end of the quarter [1]. - There were 53 new entries and 70 increased holdings among the stocks held by the fund, while 82 stocks saw a reduction in holdings [1]. - The top holdings by the fund include Changshu Bank with 206.47 million shares, followed by Vanadium Titanium Shares and Sany Heavy Industry with 180 million and 171.39 million shares, respectively [1][2]. Group 2: Performance of Held Stocks - Among the stocks held, 161 companies reported a year-on-year increase in net profit, with the highest growth seen in Rongzhi Rixin at 14.24 million yuan, marking a 2063.42% increase [2]. - The average increase in the stock prices of the Social Security Fund's major holdings since July is 17.74%, outperforming the Shanghai Composite Index [2]. - Notable performers include Yingweike with a cumulative increase of 129.22%, followed by Dayuan Pump Industry and Guomai Culture with increases of 118.00% and 93.48%, respectively [2]. Group 3: Sector Distribution - The stocks held by the Social Security Fund are primarily concentrated in the pharmaceutical and biological, basic chemical, and machinery equipment sectors, with 36, 29, and 25 stocks in these categories, respectively [2]. - The distribution of holdings includes 182 stocks from the main board, 46 from the ChiNext board, and 31 from the Sci-Tech Innovation board [2].