养老金二季度现身141只股前十大流通股东榜

Core Insights - Pension funds have significantly increased their presence in the secondary market, appearing in the top ten circulating shareholders of 141 stocks by the end of Q2, with 36 new entries and 39 increased holdings [1][2] - The total shareholding of pension accounts reached 1.351 billion shares, with a total market value of 27.588 billion yuan [1] - The most held stock by pension accounts is Zhengtai Electric, with a total holding of 72.2298 million shares, followed by Haiyou Development with 52.1022 million shares [1][2] Summary by Category Shareholding Details - Pension accounts are major shareholders in 68 stocks with a market value exceeding 100 million yuan, including Chuanfeng Power, Zhengtai Electric, and Transsion Holdings [1] - The highest shareholding ratio is in Lanxiao Technology, with a holding of 20.8 million shares, accounting for 6.78% of circulating shares [1][2] Stock Performance - Among the stocks held by pension accounts, 86 companies reported net profit growth in their semi-annual reports, with the highest growth seen in Rongzhi Rixin, which achieved a net profit of 14.2355 million yuan, a year-on-year increase of 2063.42% [2] Sector Distribution - The stocks held by pension accounts are primarily concentrated in the main board (100 stocks), followed by the ChiNext (30 stocks) and the Sci-Tech Innovation Board (11 stocks) [2] - The mechanical equipment and basic chemical industries are the most represented sectors, with 13 and 12 stocks respectively [2]