Zheng Quan Shi Bao Wang·2025-09-04 01:40Summary 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 577 companies by the end of Q2, with notable increases in both new investments and additional holdings [1]. Group 1: Shareholding Changes - The social security fund holds a total of 10.438 billion shares across 577 companies, with a total market value of 165.9 billion yuan [1]. - There were 136 new investments and 152 increased holdings, while 171 positions were reduced and 118 remained unchanged [1]. - The top three companies by shareholding volume are Changshu Bank (27.779 million shares), Sun Paper (15.111 million shares), and Hualu Hengsheng (13.268 million shares) [1]. Group 2: Shareholding Proportions - The highest shareholding proportion is in Andar Intelligent, with 11.90% of its circulating shares held by the social security fund, followed by Changshu Bank at 8.38% [1]. - A total of 17 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, 352 companies reported year-on-year profit growth, with *ST Songfa showing the highest increase of 15,646.55% [2]. - The average increase in the share price of the social security fund's major holdings since July is 13.00%, outperforming the Shanghai Composite Index [2]. - The best-performing stock is Yingweike, with a cumulative increase of 148.23%, followed by Dayuan Pump Industry and Guomai Culture, which rose by 119.05% and 105.59%, respectively [2].