新质生产力成共识！公募、券商、社保集体加码

Group 1 - Institutional investors are increasingly focusing on "new quality productivity" stocks, with 89 out of 145 stocks held by public funds, brokerages, and social security funds falling into this category, indicating a significant trend towards new developments [1] - As of the end of Q2, social security funds appeared among the top ten shareholders of 568 listed companies, with a total holding value of 165.07 billion yuan, and significant investments in companies like Sany Heavy Industry and Transsion Holdings [2] - Public funds held stocks in 5,205 A-share companies with a total market value of 6.03 trillion yuan, while brokerages held stocks in 820 companies valued at 85.02 billion yuan, showing a broad investment base across various sectors [2] Group 2 - The consensus among the three types of institutions regarding new quality productivity stocks stems from their shared investment focus, despite differing core objectives and operational styles [4] - New quality productivity aligns with national strategies for technological innovation and industrial upgrading, with sectors like high-end manufacturing and artificial intelligence receiving resource support [4][5] - The 89 new quality productivity stocks held by these institutions are primarily concentrated in high-growth industries such as hardware equipment, machinery, and biomedicine, reflecting a positive outlook on these sectors [6]