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 ...

截至8月22日，社保基金二季度共现身165只个股前十大流通股东，合计持股25.82亿股，合计持股市值 达456.15亿元。其中，73只个股持股数量超千万，常熟银行、三一重工、南钢股份持股数量居前，社保 基金分别持有2.78亿股、1.71亿股、1.03亿股。从社保基金持股行业分布来看，主要集中在化工、电子 设备、仪器和元件、制药，分别有28只、17只、14只。 据Wind数据统计显示，8月22日，社保基金现身37只个股前十大流通股东，合计持股5.63亿股，合计持 股市值达126.56亿元。三一重工、鲁西化工、宝丰能源持股数量居前，社保基金分别持有1.71亿股、 0.35亿股、0.34亿股。从社保基金持股市值来看，三一重工、扬农化工、亿纬锂能排名居前，持股市值 分别为30.77亿元、9.46亿元、6.45亿元。 从持股市值来看，截至8月22日，114只个股持股市值超亿元，三一重工、常熟银行、鹏鼎控股持股市值 居前，分别为30.77亿元、20.47亿元、13.78亿元。从持股比例来看，截至8月22日，4只个股持股比例超 5%，常熟银行、我武生物、涪陵电力持股比例居前，分别为8.38%、5.39%、5.32%。 ...

财报季，社保基金持股动向曝光！二季度末社保基金共现身164只个股前十大流通股东榜，新进34只， 增持44只。 注：本文系新闻报道，不构成投资建议 以板块分布统计，社保基金持有个股中，主板有119只，创业板有27只，科创板有18只。所属行业来 看，社保基金持股主要集中在医药生物、基础化工、电子行业，分别有25只、22只、15只个股上榜。 市场表现方面，社保基金重仓股7月以来平均上涨16.33%，涨幅跑赢沪指。具体个股看，英维克 （002837）累计涨幅117.44%，表现最好，果麦文化（301052）、鼎通科技等分别上涨81.72%、66.39% 位居其后；跌幅最大的是盐津铺子（002847），累计下跌8.89%。（数据宝） 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 | | 600031 | 三一重工 | 2 | 17139. ...

Summary of Key Points Core Viewpoint - The Social Security Fund has disclosed its stock holdings as of the end of the second quarter, revealing a presence in 90 stocks among the top ten circulating shareholders, with new investments in 20 stocks and increased holdings in 24 stocks [1]. Group 1: Stock Holdings Overview - The Social Security Fund holds a total of 1.43 billion shares across 90 stocks, with a total market value of 25.43 billion yuan [1]. - Among the stocks, 15 remained unchanged, 31 were reduced, 20 were newly added, and 24 saw increased holdings [1]. - The most represented stock by the Social Security Fund is Changshu Bank, with four fund combinations listed among the top ten shareholders, holding a total of 277.91 million shares, accounting for 8.38% of circulating shares [1]. Group 2: Performance and Profit Growth - Of the stocks held by the Social Security Fund, 65 companies reported year-on-year profit growth in their semi-annual reports, with the highest growth seen in Rongzhi Rixin at 2063.42% [2]. - The average increase in the Social Security Fund's heavy stocks since July is 17.95%, outperforming the Shanghai Composite Index [2]. - The best-performing stock is Yingweike, with a cumulative increase of 136.28%, followed by Dingtong Technology and Pengding Holdings, which increased by 92.20% and 63.60%, respectively [2]. Group 3: Sector Distribution - The stocks held by the Social Security Fund are primarily concentrated in the basic chemical, pharmaceutical, and electronics sectors, with 11, 10, and 9 stocks respectively [2]. - The distribution of stocks includes 65 on the main board, 13 on the ChiNext board, and 12 on the Sci-Tech Innovation board [2].

Group 1 - The latest stock price of Huafeng Chemical is 7.77 yuan, up 1.17% from the previous trading day, with a highest intraday price of 7.86 yuan and a lowest of 7.61 yuan, and a trading volume of 276,366 hands, amounting to 215 million yuan [1] - Huafeng Chemical operates in the chemical fiber industry, primarily engaged in the research, production, and sales of products such as spandex and adipic acid, which are widely used in textiles, clothing, and medical health sectors [1] - Research reports indicate a decrease in new production capacity for Huafeng Chemical's spandex business, while demand is expected to recover [1] Group 2 - As of the end of the second quarter, the social security fund holds 42.8985 million shares of the company, accounting for 0.87% of the circulating shares [1] - On the day of reporting, the net inflow of main funds into Huafeng Chemical was 12.6313 million yuan, while the net outflow over the past five days was 39.1998 million yuan [1]

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]

二季度末社保基金出现在萤石网络、鼎通科技前十大流通股东榜。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 社保基金持有的科创板股 | 代码 | 简称 | 社保基金家 | 社保基金持股量（万 | 环比 | 占流通股比例 | 持股市值（万 | | --- | --- | --- | --- | --- | --- | --- | | | | 数 | 股） | （%） | （%） | 元） | | 688475 | 萤石网 络 | 1 | 433.80 | 20.90 | 1.06 | 13673.37 | | 688668 | 鼎通科 技 | 1 | 110.20 | 37.75 | 0.79 | 6883.20 | 全国社保基金一一八组合为萤石网络第六大流通股东，持股量为433.80万股，占流通股比例1.06%。广 发基金管理有限公司-社保基金2003组合为鼎通科技第七大流通股东，持股量为110.20万股，占流通股 比例0.79%。（数据宝） ...

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].