Zheng Quan Shi Bao Wang·2025-08-26 02:16Core Insights - The Social Security Fund has disclosed its stock holdings as of the end of Q2, appearing in the top ten circulating shareholders of 31 stocks, with 7 new entries and 8 increases in holdings [1] - The total shareholding amounts to 114 million shares, with a market value of approximately 4.979 billion yuan [1] - The sectors with the highest concentration of holdings are electronics, pharmaceuticals, and computer industries, with 12, 7, and 3 stocks respectively [3] Group 1: Stock Holdings - The Social Security Fund has newly entered 7 stocks, including Zhongchumai, Bochu Electronics, and Yuandong Biology, with significant shareholding volumes [1] - Among the stocks held, the highest shareholding ratio is for Haitai Xinguang at 4.20%, followed by Aopumai at 4.00% [1] - The stock with the largest number of shares held is Zhuhai Guanyu, with 18.0468 million shares, followed by Daotong Technology and Times Electric with 9.2709 million and 6.3098 million shares respectively [1] Group 2: Financial Performance - In terms of financial performance, 27 stocks held by the Social Security Fund 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 performers include Xinxinwei and Jingfeng Mingyuan, with net profit increases of 261.78% and 151.67% respectively [2] Group 3: Market Performance - Stocks held by the Social Security Fund have seen an average increase of 24.01% since July [3] - Yuandong Biology has the highest cumulative increase at 72.07%, followed by Dingtong Technology and Changguang Huaxin with increases of 69.90% and 42.07% respectively [3]