Core Insights - The Social Security Fund has disclosed its stock holdings as of the end of Q2, appearing in the top ten shareholders of 43 companies, with new investments in 15 stocks and increased holdings in 10 stocks [1][2] Group 1: Stock Holdings - The total number of shares held by the Social Security Fund is 791 million, with a total market value of 14.086 billion [1] - The most significant holdings are in Changshu Bank, with 4 funds listed among the top ten shareholders, holding a total of 278 million shares, representing 8.38% of the circulating shares [1][2] - Other notable holdings include Nanwei Medical at 4.89% and Ganyuan Food, among others [1] Group 2: Performance Metrics - Among the stocks held, 34 companies reported a year-on-year increase in net profit, with the highest growth seen in Rongzhi Rixin at 2063.42% [2] - The average increase in the stock prices of the Social Security Fund's major holdings since July is 15.88%, outperforming the Shanghai Composite Index [2] - The best-performing stock is Dingtong Technology, with a cumulative increase of 84.69%, followed by Pengding Holdings and Guomai Culture [2] Group 3: Sector Distribution - The stocks held by the Social Security Fund are primarily concentrated in the pharmaceutical, basic chemical, and electric equipment sectors, with 6, 5, and 3 stocks respectively [2] - The distribution includes 30 stocks from the main board, 7 from the ChiNext board, and 6 from the Sci-Tech Innovation board [2]

财报季，社保基金持股动向曝光！二季度末社保基金共现身43只个股前十大流通股东榜，新进15只，增 持10只。 证券时报 数据宝统计显示，社保基金最新出现在43只个股前十大流通股东名单中，合计持股量7.91亿 股，期末持股市值合计140.86亿元。持股变动显示，不变7只，减持11只，新进15只，增持10只。 社保基金重仓股排行榜 | 代码 | 简称 | 社保基金家数 | 社保基金持股量（万股） | 环比（%） | 占流通股比例（%） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 601128 | 常熟银行 | 4 | 27779.13 | -0.57 | 8.38 | 银行 | | 002938 | 鹏鼎控股 | 1 | 4301.00 | 17.84 | 1.87 | 电子 | | 002064 | 华峰化学 | 2 | 4289.85 | -14.70 | 0.87 | 基础化工 | | 000729 | 燕京啤酒 | 1 | 3802.53 | 不变 | 1.52 | 食品饮料 | | 002271 | 东方雨虹 | 2 | 3793.41 | - ...

财报季，社保基金持股动向曝光！二季度末社保基金共现身30只个股前十大流通股东榜，新进10只，增 持6只。 证券时报 数据宝统计显示，社保基金最新出现在30只个股前十大流通股东名单中，合计持股量5.77亿 股，期末持股市值合计88.14亿元。持股变动显示，不变6只，减持8只，新进10只，增持6只。 社保基金重仓股中，从前十大流通股东名单中社保基金家数来看，社保基金家数最多的是常熟银行 （601128），共有4家社保基金出现在前十大流通股东名单中，即社保基金16042组合、社保基金四一三 组合、社保基金一一零组合、社保基金四零六组合，分别位列公司第四大、第六大、第七大、第九大流 通股东，持股量合计为2.78亿股，占流通股比例为8.38%。 从持股比例看，社保基金持有比例最多的是常熟银行，持股量占流通股比例为8.38%，其次是中触媒， 社保基金持股比例为3.45%，持股比例居前的还有新洋丰（000902）、立新能源（001258）、北鼎股份 （300824）等。持股数量方面，社保基金持股数量在1000万股以上的共有12只，社保基金持股量最多的 是常熟银行，共持有2.78亿股，东方雨虹（002271）、新洋丰等紧随其 ...

Group 1 - The National Social Security Fund's 118 portfolio has become the sixth largest shareholder of Yingzi Network, holding 4.338 million shares, which accounts for 1.06% of the circulating shares [1] - The Guangfa Fund Management Co., Ltd. - Social Security Fund 2003 portfolio is the seventh largest shareholder of Dingtong Technology, with a holding of 1.102 million shares, representing 0.79% of the circulating shares [1] - The market value of the shares held by the Social Security Fund in Yingzi Network is approximately 136.73 million yuan, while the market value for Dingtong Technology is around 68.83 million yuan [1] Group 2 - The shareholding of Yingzi Network by the Social Security Fund increased by 20.90% compared to the previous period, while Dingtong Technology saw a 37.75% increase in shareholding [1] - The Social Security Fund's presence in the STAR Market stocks indicates a strategic investment approach towards technology-driven companies [1]

Group 1 - The core viewpoint of the article highlights the movements of social security funds in the stock market, revealing that they appeared in the top ten circulating shareholders of 14 stocks by the end of the second quarter, with a total holding of 175 million shares valued at 4.237 billion yuan [1][2] - Social security funds increased their holdings in 5 stocks and initiated positions in 4 new stocks, while reducing their stakes in 4 stocks [1][2] - The stock with the highest number of social security fund shareholders is Su Shi Testing, with 3 funds listed among the top ten shareholders, holding a total of 14.862 million shares, accounting for 2.94% of the circulating shares [1][2] Group 2 - Among the stocks held by social security funds, 12 companies reported year-on-year net profit growth in their semi-annual reports, with Ding Tong Technology achieving the highest growth rate of 134.06%, followed by Hui Jia Times and Cangge Mining with increases of 62.64% and 38.80% respectively [2] - The distribution of stocks held by social security funds shows that 10 are from the main board, 2 from the ChiNext board, and 2 from the Sci-Tech Innovation board, with a concentration in the pharmaceutical and electrical equipment industries [2] - Since July, the average increase of stocks heavily held by social security funds is 10.24%, outperforming the Shanghai Composite Index, with Ding Tong Technology showing the best performance with a cumulative increase of 44.64% [2][3]

Group 1 - The core viewpoint of the articles highlights the movements of social security funds in the stock market, revealing their presence in the top ten circulating shareholders of 12 stocks by the end of Q2, with a total holding of 159 million shares valued at 4.058 billion yuan [1][2] - Social security funds have newly entered 4 stocks and increased holdings in 3 stocks, while reducing holdings in 4 stocks, with one stock remaining unchanged [1] - The stock with the highest number of social security fund shareholders is Su Shi Testing, with 3 funds appearing in the top ten shareholders, holding a total of 14.862 million shares, accounting for 2.94% of circulating shares [1] Group 2 - Among the stocks held by social security funds, 11 companies reported year-on-year net profit growth in their semi-annual reports, with the highest growth seen in Huijia Times, which achieved a net profit of 67.0481 million yuan, a year-on-year increase of 62.64% [2] - The distribution of stocks held by social security funds shows that 9 are from the main board, 2 from the ChiNext board, and 1 from the Sci-Tech Innovation board, with a concentration in the pharmaceutical and electric equipment industries [2] - The average increase in the market performance of stocks heavily held by social security funds since July is 7.02%, outperforming the Shanghai Composite Index [2]

Core Insights - The Social Security Fund has disclosed its stock holdings as of the end of the fourth quarter, appearing in the top ten shareholders of 574 companies, with new investments in 164 companies and increased holdings in 156 companies [1][2] - The total number of shares held by the Social Security Fund is 10.876 billion, with a total market value of 173.808 billion yuan [1] - The fund's major holdings include Changshu Bank, Sun Paper, and Hisense Visual, with shareholdings of 268.4005 million, 159.4633 million, and 75.2357 million respectively [1][2] Stock Performance - Among the stocks held by the Social Security Fund, 313 companies reported a year-on-year increase in net profit, with Guangxi Energy showing the highest growth at 3704.04% [2] - The average increase in the fund's heavy stocks this year is 0.79%, outperforming the Shanghai Composite Index [2] - The best-performing stock is Shuanglin Shares, with a cumulative increase of 185.96%, followed by Yipin Hong and Zhenyu Technology with increases of 133.47% and 121.81% respectively [2] Sector Distribution - The Social Security Fund's holdings are primarily concentrated in the pharmaceutical, basic chemical, and machinery equipment sectors, with 64, 48, and 47 stocks respectively [2] - The fund holds 408 stocks in the main board, 92 in the ChiNext, and 74 in the Sci-Tech Innovation Board [2] Major Shareholdings - The top holdings by the Social Security Fund include: - **Fenzhong Media**: 295.6604 million shares, 2.05% of circulating shares [3] - **Changshu Bank**: 268.4005 million shares, 8.90% of circulating shares [3] - **Guanghui Energy**: 236.2740 million shares, 3.60% of circulating shares [3] - **China Construction**: 205.1700 million shares, 0.50% of circulating shares [3] - **Sun Paper**: 159.4633 million shares, 5.77% of circulating shares [3]

Core Insights - The social security fund has disclosed its stock holdings, appearing in the top ten shareholders of 57 stocks on the Sci-Tech Innovation Board, with a total holding of 279 million shares valued at 12.916 billion yuan [1][2] Group 1: Stock Holdings - The social security fund has newly entered 15 stocks and increased holdings in 16 stocks, while reducing holdings in 16 stocks, with 10 stocks remaining unchanged [1] - The stock with the highest holding ratio by the social security fund is Yingke Recycling, accounting for 7.11% of the circulating shares, followed by Hangcai Co., with a holding ratio of 6.24% [2] - The top five stocks held by the social security fund, each with over 10 million shares, include China Communication Signal, Transsion Holdings, and Western Superconducting, with holdings of 33.1432 million shares, 32.8289 million shares, and 27.6675 million shares respectively [2][3] Group 2: Performance and Profit Growth - Among the stocks held by the social security fund, 36 are expected to see year-on-year net profit growth in 2024, with the highest growth rate of 705.74% from Purun Co. [2] - The average increase in stock prices for the Sci-Tech Innovation Board stocks held by the social security fund this year is 2.57%, with the best performer being Shijia Photon, which has risen by 58.51% [3] Group 3: Industry Focus - The social security fund's holdings are primarily concentrated in the electronics, pharmaceutical, and computer industries, with 16, 8, and 8 stocks respectively [2]

Core Viewpoint - In the first quarter of 2024, the company reported a net profit of approximately 1.2 billion yuan, marking a year-on-year increase of 37.27%, attributed to improved gross margins and strong demand for high-temperature alloys [5][6]. Group 1: Financial Performance - For the full year 2024, the company achieved a net profit of about 4.7 billion yuan, reflecting a year-on-year growth of 27.53% [3]. - The company’s first-quarter revenue growth was driven by the robust performance of its metal chromium product line, which operated at full capacity with over 2,500 tons delivered [5][6]. - The overseas sales revenue for 2024 reached approximately 5.6 billion yuan, an increase of about 18.2% year-on-year, with products sold in nearly 40 countries and regions [3]. Group 2: Market Position and Production - The company is recognized as the largest producer of chromium chemicals and vitamin K3 globally, and it has become one of the top five metal chromium producers as of the end of 2024 [3]. - The company’s production of chromium salt products reached approximately 26,000 tons in 2024, accounting for 26% of the global chromium salt capacity [3]. - The domestic chromium salt industry has seen no new entrants or projects in the past decade, with supply growth primarily coming from the company's technological upgrades [3]. Group 3: Shareholder Composition - In the first quarter of 2024, two social security funds entered the company’s top ten shareholders, each holding approximately 6 million shares [7][8]. - The threshold for the top ten shareholders was about 3.56 million shares at the end of 2024, indicating that these funds acquired shares during the first quarter [8]. - Other funds also increased their holdings in the company during the first quarter, raising the threshold for the top ten shareholders to approximately 4.29 million shares [9].

财报季，社保基金持股动向曝光！一季度末社保基金共现身87只个股前十大流通股东榜，新进22只，增 持19只。 证券时报·数据宝统计显示，社保基金最新出现在87只个股前十大流通股东名单中，合计持股量11.32亿 股，期末持股市值合计230.23亿元。持股变动显示，不变20只，减持26只，新进22只，增持19只。 社保基金重仓股中，从前十大流通股东名单中社保基金家数来看，社保基金家数最多的是凯立新材，共 有3家社保基金出现在前十大流通股东名单中，即汇添富基金管理股份有限公司-社保基金17022组合、 汇添富基金管理股份有限公司-社保基金四二三组合、全国社保基金四一三组合，分别位列公司第三 大、第九大、第十大流通股东，持股量合计为595.59万股，占流通股比例为4.56%。 从持股比例看，社保基金持有比例最多的是明泰铝业，持股量占流通股比例为5.98%，其次是我武生 物，社保基金持股比例为5.39%，持股比例居前的还有登康口腔、钧达股份、凯立新材等。持股数量方 面，社保基金持股数量在1000万股以上的共有39只，社保基金持股量最多的是南钢股份，共持有1.08亿 股，明泰铝业、神火股份等紧随其后，持股量分别为7129. ...