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近20年股价暴涨近75倍,社保养老金同时重仓股曝光
Zheng Quan Shi Bao· 2025-08-07 05:28
Group 1 - The core viewpoint of the news highlights the significant presence of foreign investors in certain A-shares, particularly noting that four stocks have over 24% foreign ownership as of August 6 [1][3] - Si Yuan Electric has been restricted from foreign purchases due to its strong fundamentals, with a net profit showing continuous year-on-year growth and a stock price that has increased nearly 75 times over the past 20 years [1][3] - Hongfa Co., Ltd. reported a net profit growth of over 14% in the first half of the year, and its stock has appreciated over 20 times in the last 20 years, making it a favored choice among foreign investors and pension funds [4] Group 2 - As of August 6, foreign investors hold 209 million shares of Si Yuan Electric, accounting for 26.89% of its total shares, and 369 million shares of Hongfa Co., Ltd., representing 25.3% of its total shares [3] - The basic pension insurance funds are significant shareholders in Hongfa Co., Ltd., with two funds holding a combined 28.22 million shares, which is 1.93% of the circulating shares [4] - Social security funds have been active in the market, appearing in 22 stocks, with new investments in 8 stocks, increasing holdings in 5 stocks, and reducing holdings in 7 stocks during the second quarter [4][5] Group 3 - Among the newly established positions by social security funds, Su Shi Testing has the highest number of fund holders, with three funds collectively holding 14.86 million shares, which is 2.94% of its circulating shares [5][6] - The stock with the highest proportion held by social security funds among new investments is Zhong Chumei, with a holding ratio of 3.45%, followed by Su Shi Testing at 2.94% [5][6] - The top-performing stock in terms of net profit growth among newly invested stocks is Ta Pai Group, which achieved a net profit of 435.40 million yuan, reflecting a year-on-year increase of 92.47% [5][6]