Zheng Quan Shi Bao Wang·2025-09-02 01:29Group 1 - The core viewpoint of the article highlights the movements of the social security fund's stock holdings, revealing that it appeared in the top ten circulating shareholders of 577 stocks by the end of the second quarter, with new investments in 136 stocks and increased holdings in 152 stocks [1][2] - The total number of shares held by the social security fund is 10.438 billion, with a total market value of 165.9 billion yuan [1] - Among the stocks held, 6 stocks have 4 social security funds appearing in their top ten shareholders, with the highest holdings in Changshu Bank, Sun Paper, and Hualu Hengsheng, holding 277.79 million shares, 151.11 million shares, and 132.68 million shares respectively [1][2] Group 2 - In terms of performance, 352 stocks held by the social security fund reported a year-on-year increase in net profit, with the highest increase being 15,646.55% for *ST Songfa [2] - The distribution of stocks held by the social security fund includes 405 on the main board, 93 on the ChiNext, and 79 on the Sci-Tech Innovation Board, with a concentration in the pharmaceutical, machinery, and basic chemical industries [2] - The average increase in the social security fund's heavy stocks since July is 16.35%, outperforming the Shanghai Composite Index, with the best performer being Yingweike with a cumulative increase of 169.81% [2]