Group 1 - The core viewpoint of the article highlights the long-term investment strategy of the social security fund, which has significant holdings in various companies, indicating a stable investment approach [1] - As of March 25, the social security fund is listed among the top ten circulating shareholders in 61 companies that have announced their 2024 annual reports, with 20 stocks held for over two years [1] - The stock with the longest holding period by the social security fund is Yangnong Chemical, held for 41 consecutive quarters since Q4 2014, with a current holding of 17.04 million shares, accounting for 4.23% of circulating shares [1] Group 2 - Other notable long-term holdings include China Jushi, CITIC Special Steel, and Xingyu Co., which have been held for 32, 24, and 23 quarters respectively [1] - Among the 20 stocks held for over two years, the largest holdings by quantity are China Merchants Shekou, Nanshan Aluminum, and China Jushi, with holdings of 151 million shares, 150 million shares, and 102 million shares respectively [1] - The stocks with the highest holding ratios include Huate Dain, Longxun Co., and Shenhuo Co., with holding ratios of 5.98%, 4.32%, and 4.25% respectively [1]
重仓超两年!社保基金连续重仓股名单曝光!