Core Viewpoint - The social security fund has recently appeared in the top ten circulating shareholders of 425 stocks, indicating significant investment activity and interest in the market [5]. Market Performance - On August 28, the market experienced a V-shaped rebound, with the Shanghai Composite Index rising over 1% and the ChiNext Index increasing over 3% [1]. - Notable stock performances included a surge in semiconductor stocks, particularly SMIC, which rose over 17% to reach a new high [1][2]. Company Financials - Cambrian Technologies (寒武纪-U) saw its stock price rise by 15.73%, reaching 1587.91 yuan per share, surpassing Kweichow Moutai's closing price of 1446.1 yuan, making it the new "king" of A-shares [2]. - Cambrian Technologies reported a total revenue of 2.881 billion yuan for the first half of the year, a year-on-year increase of 4347.82%, with a net profit of 1.038 billion yuan [2]. Social Security Fund Activity - The social security fund has made significant adjustments in its holdings, entering 108 new stocks, increasing holdings in 108 stocks, and reducing holdings in 111 stocks during the second quarter [5]. - Among the new stocks, 23 had over 10 million shares acquired, with Sanan Optoelectronics seeing the largest new holding of 80.099 million shares, representing 1.6% of its total shares [6]. Performance of Newly Acquired Stocks - Among the newly acquired stocks, Baiao Intelligent had the highest holding ratio at 7.23%, followed by Noss Group at 3.8% [6]. - Companies like Gaolan Co., New Strong Union, and New Steel Co. reported a turnaround in net profit, while Yaxiang Co. saw a net profit increase of 211.25% year-on-year [8]. Increased Holdings - Eight stocks saw significant increases in holdings, with Tongwei Co. receiving the largest increase of 32.8532 million shares, raising its holding ratio from 0.68% to 1.41% [9][10]. - Other notable increases included Changshu Bank and Jingao Technology, with substantial increases in shareholding [9]. Stock Price Performance - Among the stocks with increased holdings, Yingweike saw the best stock performance with a cumulative increase of 165.57% since the second quarter [11]. - Wanda Film reported a significant year-on-year net profit increase of 372.55%, with total revenue of 6.689 billion yuan, reflecting a 7.57% growth [11].
1587.91元/股,新“股王”诞生!
Zheng Quan Shi Bao·2025-08-28 12:02