Core Viewpoint - The article highlights the recent movements of long-term funds such as QFII, social security funds, and insurance companies in the stock market, particularly focusing on companies like Zai Sheng Technology, which has seen significant interest from these investors [3][10]. Group 1: Zai Sheng Technology - Zai Sheng Technology's latest semi-annual report reveals that Barclays Bank, JPMorgan, and the National Social Security Fund's 412 portfolio have entered the top ten circulating shareholders in Q2 [3][4]. - As of the end of Q2, Barclays Bank and JPMorgan held 4.3 million shares and 3.72 million shares respectively, ranking as the fifth and eighth largest circulating shareholders [4]. - The stock has experienced a remarkable increase of 91.29% year-to-date, nearing a doubling in value [5]. Group 2: Other Companies - Kun Pharmaceutical Group's semi-annual report shows that the National Social Security Fund's 406 portfolio, the Monetary Authority of Macao, and the Kuwait Investment Authority have all newly entered the top ten circulating shareholders [6]. - For Ding Tai High-Tech, Merrill Lynch International has newly become a top ten circulating shareholder, holding 661,683 shares [7]. - Shenzhen Airport has also attracted significant long-term fund interest, with the Basic Pension Insurance Fund, corporate annuities, and social security funds collectively holding substantial shares [8][9]. Group 3: Long-term Fund Trends - As of August 21, QFII is present in the top ten circulating shareholders of 184 stocks, with 26 stocks having foreign holdings exceeding 10 million shares [9]. - Social security funds are found in the top ten shareholders of 130 stocks, with 54 stocks having holdings over 10 million shares [9]. - The insurance companies and corporate annuities are also present in the top ten shareholders of 11 stocks each, indicating a trend of long-term funds favoring stable and fundamentally strong companies [10].

除了再升科技，部分个股也同时获得多家长线资金抱团持有。昆药集团近日披露的半年报显示，截至二季度末，全国社保基金四零六组合、澳门金融管理 局和科威特政府投资局均新进成为该股前十大流通股股东，分别持股1029.2万股、876.43万股、565.9万股。此外，中央汇金也持有1181.5万股该股股票。 随着上市公司半年报陆续披露，QFII、社保基金、保险、企业年金等长线资金的最新动向浮出水面。再升科技最新披露的半年报显示，巴克莱银行、摩根 大通和全国社保基金四一二组合在今年二季度新进该股前十大流通股股东名单。此外，鼎泰高科、昆药集团、深圳机场等个股也同时被多路长线资金相 中。 再升科技8月21日披露的半年报显示，截至上半年末，该公司前十大流通股股东名单同时出现了QFII和社保基金的身影，分别是巴克莱银行、摩根大通和 社保基金四一二组合，三家机构均为二季度新进。 | 股东名称 | 股东件质 | 持股数量(股) | 占总股本比例(%) | 占无限售流通股比例 | 较上期持股变动数(股) | | --- | --- | --- | --- | --- | --- | | | | | | (%) | | | 郭茂 | 个人 ...

Core Viewpoint - The article highlights the increasing presence of long-term funds, such as social security and basic pension funds, among the top shareholders of several listed companies, indicating a positive outlook for these stocks [1][9]. Group 1: Company Insights - Nanwei Medical reported a revenue of 1.565 billion yuan for the first half of 2025, a year-on-year increase of 17%, with a net profit of 363 million yuan, also up 17% [2]. - The company has seen significant growth in its overseas business, achieving a revenue of 899 million yuan, which is a 44% increase year-on-year [2]. - Chuangfeng Power's revenue for the first half of 2025 reached 9.86 billion yuan, reflecting a year-on-year growth of 30.9%, with a net profit of 1 billion yuan, up 41.4% [4]. - Xinqianglian achieved a total revenue of 2.21 billion yuan in the first half of 2025, marking a substantial year-on-year growth of 108.98%, and turned a profit with a net profit of 400 million yuan [6]. Group 2: Shareholder Dynamics - Multiple social security funds have increased their stakes in Nanwei Medical, with the National Social Security Fund 404 combination holding 2.095 million shares as a new entry, and the 413 combination increasing its holdings by 60,000 shares to 3.945 million [1][2]. - In Chuangfeng Power, the National Social Security Fund 420 combination entered the top shareholders list with 1.979 million shares, while the Basic Pension Insurance Fund 16022 combination increased its holdings by 1.2375 million shares to 6.0377 million [3][4]. - New Qianglian saw the National Social Security Fund 502 and 423 combinations enter as top shareholders, holding 2.8998 million and 2.6558 million shares, respectively [5][6]. - Chengfa Environment welcomed new shareholders, including the National Social Security Fund 412 combination with 4.5276 million shares and Zhongyou Life Insurance with 1.2598 million shares [7][8].