此外，我武生物、扬农化工等12只个股更是获得社保基金5年以上的持仓。从二季度末的持股情况来看，常熟银行、三一重工、华发股份等个股的 社保基金持股数量居前，分别达到2.78亿股、1.71亿股和9043.83万股。 【环球网财经综合报道】财报季来临，机构持股的布局逐渐清晰，其中社保基金的动向尤为引人注目。在已公布半年报的公司中，有89只个股被 社保基金连续持有4个季度以上，61只个股被社保基金持有超过8个季度。 从行业分布来看，社保基金连续重仓的61只个股主要集中在电子、基础化工、医药生物等行业，每个行业均有9只个股。具体来看，电子行业包括 鹏鼎控股、信维通信等；基础化工行业则有扬农化工、蓝晓科技等。分板块来看，主板个股有44只，创业板和科创板分别有12只和5只。 业绩方面，社保基金连续持有超2年的61只个股中，上半年净利润同比增长的有40只，其中圣农发展、继峰股份、皖维高新等个股的净利润增幅较 高。而净利润同比下降的有19只。从业绩可持续性来看，近3年上半年净利润均实现同比增长的个股有深圳机场、三一重工、思源电气等22只。从 调仓变动方面看，二季度末社保基金对61只连续重仓股中的17只进行了增持，其中海大集团、 ...

Core Viewpoint - The article discusses the recent movements of social security funds in the A-share market, highlighting their investment strategies and the performance of specific stocks, particularly in the chemical, pharmaceutical, and electronics sectors [1][9]. Group 1: Social Security Fund Movements - As of the second quarter of 2025, social security funds have entered 31 new stocks, increased holdings in 37 stocks, and reduced holdings in 36 stocks, maintaining a total of 134 stocks in their portfolio [2]. - The total number of shares held by social security funds is 2.22 billion, with a market value of 38.58 billion yuan [2]. - The largest holdings include Spring Power, with a holding amount of 2.15 billion yuan and a significant increase in stock price, achieving an 83.53% increase year-to-date [6][9]. Group 2: Sector Preferences - Social security funds show a strong preference for the chemical, pharmaceutical, and electronics sectors, with market values of 6.31 billion yuan, 5.56 billion yuan, and 4.28 billion yuan respectively [9]. - The chemical industry has seen a significant increase, with the index rising by 11.51% since July, indicating a recovery in this sector [9]. Group 3: Performance of New Holdings - Among the newly entered stocks, 29 companies reported year-on-year net profit growth, with New Strong Link showing a remarkable increase of 496.60% in net profit [8]. - The highest proportion of holdings by social security funds is in Blue Sky Technology, where they hold 8.4% of the circulating shares [8]. Group 4: Investment Strategy - Social security funds adopt a dual strategy, focusing on industries with low valuations and those in high-growth cycles supported by national policies [11]. - The average annual return of social security funds has reached 7.36%, outperforming many professional investment institutions [11][12].

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 逾百只股票获社保基金青睐 随着上市公司2025年半年报陆续披露，全国社保基金、基本养老保险基金等长线资金的部分持仓情况 逐步揭晓。 据Choice数据统计，截至8月20日， 在已披露半年报的上市公司中 ，40余只社保基金组合、10余只基本养老保险基金组合二季度末进入上市公司前十大流 通股东行列，覆盖上市公司超140家。 截至8月20日，从已披露的半年报数据来看，全国社保基金组合投资范围较广，现身于超120 家A股上市公司 二季度末的前十大流通股东中。部分公司更 是获得多只全国社保基金组合青睐。 全国社保基金 组合 二季度 持仓市值前十个股 | 成음 | | | | | 持仓数量(万股) | | | 持仓市值(万元) | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 代码 | 名称 | 公司名称 | 本期 | 变动 | 上期 | ↓本期 | 要动 | 上期 | | 1 | 002938.SZ | 膨鼎控股 | 全国 ...

Core Insights - The latest half-year reports reveal that social security funds have emerged as significant shareholders in 89 companies, with 20 of these stocks seeing new heavy investments from the funds [1] Industry Summary - The basic chemical industry has the highest number of stocks favored by social security funds, with a total of 11 stocks and a combined holding value of 4.075 billion [1] - The pharmaceutical and biological, electronics, and electrical equipment industries follow closely, with 10, 9, and 9 stocks respectively [1] Company Summary - As of June 30, the total market value of shares held by social security funds reached 25.342 billion, with four companies having holdings exceeding 1 billion: Changshu Bank (2.047 billion), Pengding Holdings (1.378 billion), and Haida Group (1.232 billion) [1]

8月18日主力资金净流出4503.76万元，占流通市值0.11%。近五个交易日主力资金累计净流出1.65亿 元，占流通市值0.39%。 春风动力属于交运设备行业，主要从事全地形车、摩托车及后市场用品的研发、生产和销售。公司产品 包括四轮全地形车、两轮摩托车、电动摩托车等。 数据显示，二季度社保基金新进持有春风动力197.94万股，占流通股比例为1.3%。在社保基金新进个股 中，春风动力持股比例排名第五位。 春风动力股价报280.76元，较前一交易日下跌5.17元，跌幅1.81%。开盘价为285.95元，最高触及285.95 元，最低下探278.20元，成交量为20583手，成交金额5.78亿元。 风险提示：股市有风险，投资需谨慎。 ...

Group 1 - The stock price of Changshu Bank closed at 7.62 yuan on August 15, 2025, down 0.04 yuan or 0.52% from the previous trading day [1] - The bank's opening price was 7.69 yuan, with a highest price of 7.70 yuan and a lowest price of 7.46 yuan, with a trading volume of 792,479 shares and a total transaction amount of 599 million yuan [1] - Changshu Bank is a regional commercial bank headquartered in Jiangsu, focusing on serving the county economy, offering traditional banking services such as deposits, loans, settlements, and wealth management, with a differentiated advantage in small and micro enterprise financial services [1] Group 2 - The social security fund has held shares in Changshu Bank for 30 consecutive quarters since Q1 2018, with the latest holdings involving four social security fund combinations totaling 278 million shares, accounting for 8.38% of the circulating shares [1] - As of the end of Q2, the social security fund's shareholding decreased slightly by 0.57% quarter-on-quarter, but it remains one of the bank stocks with the highest proportion of social security fund holdings [1] - On August 15, the net outflow of main funds from Changshu Bank was 10.69 million yuan, with a cumulative net outflow of 29.12 million yuan over the past five days [2]

宏发股份8月15日股价报26.14元，较前一交易日下跌0.42%，盘中波动幅度为1.56%，成交额5.16亿元。 宏发股份主营业务为继电器及相关产品的研发、生产和销售，产品广泛应用于家电、汽车、电力等领 域。公司所属板块包括电网设备、新能源、新材料等。 消息面上，社保基金已连续20个季度持有宏发股份，二季度末持股量环比增加76.77%。此外，境外投 资者持股比例达25.107%，养老金账户二季度末持股2822.27万股，环比增长64.93%。 资金方面，宏发股份8月15日主力资金净流出4876.33万元，近五日主力资金累计净流出8530.37万元。 风险提示：股市有风险，投资需谨慎。 ...

Core Viewpoint - The article highlights the significant presence of social security funds in the stock market, particularly focusing on their investments in various sectors and specific companies as of the first half of 2025 [1][3]. Group 1: Social Security Fund Holdings - As of August 13, 2025, 281 A-share listed companies have disclosed their mid-year reports, with 42 companies having social security funds among their top ten circulating shareholders [3][6]. - The total number of shares held by social security funds amounts to 789 million, with a market value of 14 billion yuan [3][9]. - The top three companies by market value held by social security funds are Changshu Bank (20.47 billion yuan), Pengding Holdings (13.78 billion yuan), and Haida Group (12.32 billion yuan) [3][4]. Group 2: Sector Analysis - Social security funds have significant holdings in the basic chemical and banking sectors, each exceeding 2 billion yuan, while holdings in the electronics and pharmaceutical sectors exceed 1.2 billion yuan [9][11]. - The total market value of social security fund holdings in the basic chemical sector is 23.97 billion yuan, and in the banking sector, it is 20.47 billion yuan [9][11]. Group 3: Changes in Holdings - In the second quarter of 2025, social security funds entered the top ten shareholders of 15 new stocks, with notable investments in Yanjing Beer, Chuanfeng Power, and Weixing Chemical, each exceeding 300 million yuan [6][9]. - The largest increase in holdings was seen in Changshu Bank, with an additional 23.8 million shares acquired, followed by Haida Group and Pengding Holdings with increases of 10.15 million shares and 6.51 million shares, respectively [8][9].

Group 1 - The core viewpoint of the articles highlights the recent movements of social security funds in the stock market, with 16 new stocks being added to their portfolio in the second quarter [1] - A total of 384 companies have disclosed their semi-annual reports, revealing the actions of institutional investors through the top ten circulating shareholders [1] - Social security funds appeared in 57 stocks, with 16 new positions, 15 increased holdings, 15 reduced holdings, and 11 stocks where the holding amount remained unchanged [1] Group 2 - Among the newly established stocks, the highest number of social security fund appearances in the top ten circulating shareholders is in Su Shi Testing, with three funds holding a total of 14.86 million shares, accounting for 2.94% of circulating shares [1] - The stock with the highest holding ratio among the new positions is Zhong Chumei, with a holding ratio of 3.45%, followed by Beiding Co., Ltd. at 3.16% [1] - The stock with the largest holding amount among the new positions is Satellite Chemical, with 20.17 million shares held, followed by Su Shi Testing and Zhongyuan Expressway with 14.86 million shares and 13 million shares, respectively [1] Group 3 - In terms of performance, 15 of the newly established stocks reported year-on-year net profit growth, with the highest increase being 496.60% for Xin Qiang Lian, which achieved a net profit of 399.61 million yuan [2] - Other companies with significant net profit growth include Ta Pai Group and Guo Mai Culture, with increases of 92.47% and 80.38%, respectively [2] - A detailed list of newly established stocks by social security funds includes various companies across different industries, such as Zhong Chumei in basic chemicals and Beiding Co., Ltd. in home appliances [2]

Core Insights - The article highlights the recent movements of social security funds in the stock market, revealing that 15 new stocks were added to their portfolio in the second quarter [1] - A total of 286 companies have released their semi-annual reports, and the top ten circulating shareholders' data indicates the actions of institutional investors [1] Summary by Category Social Security Fund Holdings - Social security funds appeared in 43 stocks, with 15 new entries, 10 increased holdings, 11 reduced holdings, and 7 stocks with unchanged holdings [1] - The stock with the highest number of social security fund entries is Su Shi Testing, with three funds listed among the top ten shareholders, holding a total of 14.86 million shares, accounting for 2.94% of circulating shares [1] New Stocks and Holdings - Among the newly added stocks, the highest holding percentage by social security funds is in Zhong Chumei, with a holding ratio of 3.45%, followed by Beiding Co., Ltd. at 3.16% [1] - The stock with the largest number of shares held by social security funds is Satellite Chemical, with 20.17 million shares, followed by Su Shi Testing and Zhongyuan Expressway with 14.86 million shares and 13 million shares, respectively [1] Performance of New Stocks - In terms of performance, 14 out of the new stocks reported year-on-year net profit growth, with the highest increase seen in Xin Qiang Lian, achieving a net profit of 399.61 million yuan, a year-on-year increase of 496.60% [2] - Other notable companies with significant net profit growth include Ta Pai Group and Guo Mai Culture, with increases of 92.47% and 80.38%, respectively [2] New Stock List - A detailed list of new stocks includes: - Zhong Chumei: 320,000 shares, 3.45% [2] - Beiding Co., Ltd.: 1,000,000 shares, 3.16% [2] - Su Shi Testing: 1,486,200 shares, 2.94% [2] - Xin Qiang Lian: 555,560 shares, 2.08% [2] - Other companies include Chunfeng Power, Guo Mai Culture, Ta Pai Group, and more, with varying shareholdings and industry classifications [2]