社保基金，新进63只个股！花旗，下调小米目标价

Group 1: Social Security Fund Holdings - As of the end of Q3 2023, the Social Security Fund held a total of 2.377 billion shares across 135 stocks, with a market value of 51.33 billion yuan [1] - In Q3, the fund initiated positions in 63 stocks, increased holdings in 28 stocks, and reduced holdings in 32 stocks [1] - Huace Navigation and Sankeshu are favored by the fund, with three different combinations holding a total of 29.04 million shares and 15.02 million shares respectively [1] Group 2: Yingxin Development Stock Performance - Yingxin Development experienced a six consecutive trading limit increase, with a closing price of 2.9 yuan per share and a total market capitalization of 17.028 billion yuan [2] - The stock has risen by 76.83% during the consecutive limit-up period, with a turnover rate of 14.16% [2] Group 3: A-Share Q3 Earnings Reports - By October 26, 2023, 1,311 A-share companies had disclosed their Q3 earnings, with 773 companies reporting a year-on-year net profit growth of approximately 58.96% [5] - Notable companies with over 50% year-on-year net profit growth include Baofeng Energy, Tonghuashun, Luoyang Molybdenum, and Zijin Mining [5] - Industries such as building materials, steel, electronics, and non-bank financials showed significant profit growth, with some sectors exceeding 50% year-on-year [5] Group 4: Xiaomi Target Price Adjustment - Citigroup has lowered its target price for Xiaomi Group to 65 HKD from 66 HKD, citing expectations of slightly lower performance in Q3 2025 due to smartphone gross margins and IoT revenue [6] - Despite the downgrade, Citigroup maintains a "Buy" rating, emphasizing the long-term growth potential of the company [6] Group 5: Japanese Egg Prices - Japanese egg prices are nearing historical highs due to rising feed costs and reduced production from summer heat, with wholesale prices in Tokyo reaching 325 JPY per kilogram [7] - This price is close to the historical peak of 350 JPY per kilogram recorded during the "egg shortage" in spring 2023 [7] Group 6: JD.com Insurance License Approval - JD.com has received approval for an insurance brokerage license in Hong Kong, allowing it to operate in both general and long-term insurance sectors [8]