Zheng Quan Shi Bao Wang·2025-09-01 01:35Summary of Key Points Core Viewpoint - The Social Security Fund has significantly increased its presence in the stock market, appearing in the top ten shareholders of 525 companies by the end of the second quarter, with notable increases in both new and additional holdings [1][2]. Group 1: Shareholding Changes - The Social Security Fund holds a total of 8.884 billion shares across 525 companies, with a total market value of 149.651 billion yuan [1]. - There were 134 new entries and 134 increased holdings, while 153 stocks saw a reduction in holdings [1]. - The top three companies by shareholding volume are Sun Paper Industry (15.111 million shares), Hualu Hengsheng (13.268 million shares), and Shantui Construction Machinery (9.034 million shares) [1]. Group 2: Shareholding Proportions - The highest shareholding ratio is in Andar Intelligent, with 11.90% of its circulating shares held by the Social Security Fund, followed by Biyin Lefen at 7.37% [1]. - A total of 14 companies have over 100 million shares held by the Social Security Fund, with the largest being Focus Media at 334 million shares [1]. Group 3: Performance of Held Stocks - Among the stocks held by the Social Security Fund, 321 companies reported a year-on-year increase in net profit, with the highest increase being 15,646.55% for *ST Songfa [2]. - The average increase in the stock prices of the Social Security Fund's holdings since July is 15.91%, outperforming the Shanghai Composite Index [2]. - The best-performing stock is Yingweike, with a cumulative increase of 169.27%, followed by Dayuan Pump Industry and Dingtong Technology with increases of 139.51% and 116.48%, respectively [2].