（原标题：养老金持有21只科创板股：新进6股 增持3股） 科创板股机构持股动向曝光，二季度末养老金共现身21只科创板股前十大流通股东榜，新进6只，增持3只。 证券时报·数据宝统计显示，养老金最新出现在21只科创板股前十大流通股东名单中，合计持股量7268.10万股，期末持股市值合计34.56亿元。持 股变动显示，新进6只，增持3只，减持6只，6只股持股量保持不变。 业绩方面，养老金持有个股中，上半年净利润同比增长的有10只，净利润增幅最高的是容知日新，公司上半年共实现净利润1423.55万元，同比增 幅为2063.42%，净利润同比增幅居前的还有华丰科技、生益电子等，净利润分别增长940.64%、452.11%。 养老金最新重仓股名单中，持有比例最多的是海泰新光，持股量占流通股比例为4.20%，其次是容知日新、华丰科技，养老金持股比例分别为 4.04%、2.67%。持股数量方面，养老金持股量居前的有传音控股、三一重能、生益电子，持股量分别为1771.73万股、535.55万股、533.39万股。 养老金持股市值居前的有传音控股、华丰科技、生益电子，持股市值分别为14.12亿元、2.77亿元、2.73亿元。 从 ...

养老金二级市场上持续落子布局，二季度末共现身162只个股前十大流通股东榜，其中，新进45只，增 持43只。 证券时报 数据宝统计显示，养老金账户最新出现在162只个股前十大流通股东名单中，合计持股量14.38 亿股，期末持股市值合计295.79亿元。 二季度末养老金账户对正泰电器（601877）的持股量最多，基本养老保险基金八零二组合、基本养老保 险基金八零八组合为公司第六、第十大流通股东，合计持股量为7222.98万股；其次是海油发展 （600968），基本养老保险基金八零八组合为公司第五大流通股东，持股量为5210.22万股。从期末持 股市值看，养老金账户期末持股市值在亿元以上的有76只股，分别是春风动力（603129）、正泰电器、 传音控股等。 持股比例方面，养老金账户持股比例最多的是蓝晓科技（300487），二季度末基本养老保险基金一六零 二二组合为公司第三大流通股东，持股量为2080.00万股，占流通股比例6.78%。养老金持股比例居前的 还有托普云农（301556）、春风动力等，持股比例分别为5.47%、5.21%。 养老金和社保基金均由全国社保基金理事会负责运作。数据宝对养老金账户持有股票统计发 ...

Core Insights - Pension funds have significantly increased their presence in the secondary market, appearing in the top ten circulating shareholders of 141 stocks by the end of Q2, with 36 new entries and 39 increased holdings [1][2] - The total shareholding of pension accounts reached 1.351 billion shares, with a total market value of 27.588 billion yuan [1] - The most held stock by pension accounts is Zhengtai Electric, with a total holding of 72.2298 million shares, followed by Haiyou Development with 52.1022 million shares [1][2] Summary by Category Shareholding Details - Pension accounts are major shareholders in 68 stocks with a market value exceeding 100 million yuan, including Chuanfeng Power, Zhengtai Electric, and Transsion Holdings [1] - The highest shareholding ratio is in Lanxiao Technology, with a holding of 20.8 million shares, accounting for 6.78% of circulating shares [1][2] Stock Performance - Among the stocks held by pension accounts, 86 companies reported net profit growth in their semi-annual reports, with the highest growth seen in Rongzhi Rixin, which achieved a net profit of 14.2355 million yuan, a year-on-year increase of 2063.42% [2] Sector Distribution - The stocks held by pension accounts are primarily concentrated in the main board (100 stocks), followed by the ChiNext (30 stocks) and the Sci-Tech Innovation Board (11 stocks) [2] - The mechanical equipment and basic chemical industries are the most represented sectors, with 13 and 12 stocks respectively [2]

Core Insights - Pension funds have increased their presence in the secondary market, appearing in the top ten circulating shareholders of 96 stocks by the end of Q2, with 25 new entries and 29 increased holdings [1][2] - The total shareholding of pension accounts reached 880 million shares, with a total market value of 17.774 billion yuan [1] - The most significant holdings include Haiyou Development and Mingtai Aluminum, with respective holdings of 52.1022 million shares and 45.0001 million shares [1][2] Summary by Category Shareholding Details - Pension accounts are the fifth-largest shareholder in Haiyou Development with 52.1022 million shares, and the third-largest in Mingtai Aluminum with 45.0001 million shares [1][2] - A total of 49 stocks held by pension accounts have a market value exceeding 100 million yuan, including Chuangfeng Power, Lanxiao Technology, and Jiuli Special Materials [1] Shareholding Proportions - The highest shareholding proportion is in Lanxiao Technology, where the pension fund holds 20.800 million shares, accounting for 6.78% of circulating shares [1][2] - Other notable holdings include Chuangfeng Power and Haitai New Light, with shareholding ratios of 5.21% and 4.20% respectively [1] Performance and Industry Focus - Among the stocks held by pension accounts, 62 companies reported net profit growth in their semi-annual reports, with the highest growth seen in Rongzhi Rixin, which achieved a net profit of 14.2355 million yuan, a year-on-year increase of 2063.42% [2] - The majority of pension fund holdings are concentrated in the main board (68 stocks), with 9 in the Sci-Tech Innovation Board and 19 in the Growth Enterprise Market, primarily in the basic chemical and machinery equipment sectors [2]

2025年8月26日，兴业科技(002674.SZ)发布2025年半年度报告。截至2025年8月25日，共有7个机构投资 者披露持有兴业科技A股股份，合计持股量达1.47亿股，占兴业科技总股本的49.61%。其中，机构投资 者包括福建省万兴股权投资合伙企业(有限合伙)、福建省春宏股权投资合伙企业(有限合伙)、荣通国际 有限公司、华佳发展有限公司、基本养老保险基金一零零三组合、中国石油天然气集团公司企业年金计 划-中国工商银行股份有限公司、中国石油天然气集团公司企业年金计划-中国工商银行股份有限公司， 机构投资者合计持股比例达49.61%。相较于上一季度，机构持股比例合计上涨了0.66个百分点。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 养老金视角，本期较上一期持股增加的养老金基金共计1个，即基本养老保险基金一零零三组合，持股 增加占比达0.2%。 ...

海油发展隶属于采掘行业，公司主营业务涵盖海洋石油工程技术服务、装备制造、绿色能源等领域，是 国内海洋油气开发的重要参与者。 数据显示，二季度末养老金账户对海油发展的持股量为5210.22万股，占流通股比例为0.51%，基本养老 保险基金八零八组合为公司第五大流通股东。此外，海油发展前十大流通股东中还有社保基金现身。 截至2025年8月25日15时，海油发展股价报4.07元，较前一交易日上涨0.03元，涨幅0.74%。当日开盘价 为4.04元，最高触及4.09元，最低下探4.02元，成交量为719832手，成交额达2.93亿元。 8月25日主力资金净流入5461.03万元，占流通市值的0.13%。近五个交易日主力资金累计净流入 10893.31万元，占流通市值的0.26%。 风险提示：股市有风险，投资需谨慎。 来源:金融界 ...

Core Insights - Pension funds have increased their presence in the secondary market, appearing in the top ten circulating shareholders of 75 stocks by the end of Q2, with 22 new entries and 23 increased holdings [1][2] - The total shareholding of pension accounts reached 679 million shares, with a total market value of 14.592 billion yuan [1] - The most significant holdings include Haiyou Development and Mingtai Aluminum, with shareholdings of 52.1022 million shares and 45.0001 million shares, respectively [1][2] Group 1: Pension Fund Holdings - By the end of Q2, pension accounts held the largest number of shares in Haiyou Development, ranking as the fifth-largest circulating shareholder [1] - The pension fund's largest holding by market value includes 41 stocks with a market value exceeding 100 million yuan, such as Chunfeng Power, Lanxiao Technology, and Yuyue Medical [1][2] - The highest shareholding ratio among pension accounts is in Lanxiao Technology, with a holding of 20.8 million shares, accounting for 6.78% of circulating shares [1][2] Group 2: Performance and Sector Distribution - The pension fund's stock holdings are primarily concentrated in the main board (49 stocks), with 7 in the Sci-Tech Innovation Board and 19 in the Growth Enterprise Market [2] - The pension fund's investments are mainly in the basic chemical and pharmaceutical industries, with 11 and 9 stocks, respectively [2] - Among the stocks held, 50 companies reported net profit growth in their semi-annual reports, with the highest growth seen in Rongzhi Rixin, achieving a net profit of 14.2355 million yuan, a year-on-year increase of 2063.42% [2]

Group 1 - As of August 25, pension funds appeared among the top ten circulating shareholders of 12 stocks, holding a total of 121 million shares valued at 2.188 billion yuan [1] - The top three stocks by the number of shares held by pension funds are Mingtai Aluminum, Huangma Technology, and Nasda, with holdings of 45 million shares, 25 million shares, and 21 million shares respectively [1] - In terms of market value, Mingtai Aluminum, Nasda, and Huangma Technology rank highest, with values of 559 million yuan, 485 million yuan, and 318 million yuan respectively [1] Group 2 - In the second quarter, pension funds were present among the top ten circulating shareholders of 75 stocks, holding a total of 679 million shares valued at 14.592 billion yuan [1] - There are 21 stocks where pension funds hold over 10 million shares, with the highest holdings in CNOOC Development, Mingtai Aluminum, and Shun'an Environment, at 52 million shares, 45 million shares, and 36 million shares respectively [1] - The industry distribution of pension fund holdings is primarily concentrated in chemicals, electronic equipment, and pharmaceuticals, with 12, 7, and 5 stocks respectively [1]

风险提示：市场有风险，投资需谨慎。 数据显示，养老金在二季度对海油发展持股量达5210.22万股，环比增长5.68%，占流通股比例0.51%。 基本养老保险基金八零八组合为公司第五大流通股东。此外，社保基金也出现在公司前十大流通股东名 单中。 截至2025年8月22日15时0分，海油发展股价报4.04元，与前一交易日收盘价持平。当日开盘价为4.04 元，最高价4.05元，最低价3.99元，成交量为56.76万手，成交额2.28亿元。 2025年8月22日，海油发展主力资金净流入743.83万元，占流通市值比为0.02%。近五日主力资金净流出 1.24亿元，占流通市值比为0.3%。 海油发展属于采掘行业，业务涵盖海洋石油工程技术服务、装备制造、能源物流等领域。公司是中国海 洋石油集团旗下重要子公司，专注于海洋油气资源开发及相关配套服务。 来源：金融界 ...

养老金二级市场上持续落子布局，二季度末共现身51只个股前十大流通股东榜，其中，新进19只，增持 17只。 证券时报 数据宝统计显示，养老金账户最新出现在51只个股前十大流通股东名单中，合计持股量4.16亿 股，期末持股市值合计95.70亿元。 二季度末养老金账户对海油发展（600968）的持股量最多，基本养老保险基金八零八组合为公司第五大 流通股东，持股量为5210.22万股；其次是宏发股份（600885），基本养老保险基金八零七组合、基本 养老保险基金一五零二二组合为公司第九、第七大流通股东，合计持股量为2822.27万股。从期末持股 市值看，养老金账户期末持股市值在亿元以上的有27只股，分别是春风动力（603129）、蓝晓科技 （300487）、宏发股份等。 持股比例方面，养老金账户持股比例最多的是蓝晓科技，二季度末基本养老保险基金一六零二二组合为 公司第三大流通股东，持股量为2080.00万股，占流通股比例6.78%。养老金持股比例居前的还有春风动 力、多利科技（001311）等，持股比例分别为5.21%、4.20%。 以板块分布统计，养老金账户持有个股中主板有35只、科创板有4只、创业板有12只。按行 ...