The social security fund newly entered 15 shares, with 5 shares accounting for over 5%. The social security fund has held 22 shares for more than two consecutive years.

Since August, the semi-annual report has entered an intensive disclosure period, and the changes in positions of major institutions have attracted much attention from the market. Social security fund is famous for its steady investment style and is regarded as the investment vane by value investors. Up to now, among the A-share listed companies that have disclosed the semi-annual report, there are 60 top ten tradable shares with social security funds. There are 22 social security funds held for more than 2 years.

New social security fund 15 shares.

According to the statistics of Securities Times and DataBao, in the second quarter of this year, social security fund positions were mainly concentrated in the basic chemical industry, pharmaceutical biology and electronics industry, which were 10, 9 and 7 respectively. In the second quarter, the social security fund newly held 15 shares.

Oriental Fortune received the largest number of new shares in the second quarter. The social security fund 1 18 newly held 507 16800 shares, and the stock market value reached12.88 million yuan at the end of the second quarter. In addition, Oriental Fortune was also increased by 265,438+0,076,400 shares by central huijin in the second quarter; Well-known foreign funds such as Abu Dhabi Investment Authority, cathay pacific fund, Huabao Fund and Guangfa Fund all increased their holdings or entered Oriental Fortune in the second quarter. Under the pressure of the overall performance of the securities industry, the performance of Oriental fortune securities, a subsidiary of Oriental Fortune, exceeded market expectations in the first half of the year, achieving an operating income of 465,438+77 million yuan, a year-on-year increase of more than 34%; The net profit was 2.848 billion yuan, a year-on-year increase of over 37%.

Shaanxi Coking Coal, He Jiang Group, Hangmin and Ningbo Yun Sheng are also new social security funds with more than10 million shares.

The proportion of five heavy positions exceeds 5%

According to the statistics of DataBao, based on the closing price at the end of the second quarter, the total stock market value of the social security fund for these 60 listed companies reached 24.344 billion yuan. Among them, the market value of five social security positions exceeds 654.38+0 billion yuan.

Zijin Mining received 3.4 billion yuan from the social security fund, with the highest market value. There are two social security funds among the top ten tradable shareholders, accounting for 1.78% of the tradable shares, up 0.06 percentage points from the first quarter. Zijin Mining achieved operating income of132.458 billion yuan in the first half of the year, a year-on-year increase of 20.57%; The net profit was 65.438+0.263 billion yuan, up 89.95% year-on-year. The performance growth of Zijin Mining in the first half of the year was mainly due to the substantial increase in the production capacity of copper, gold and other minerals. The company said that in the first half of this year, the production capacity of major minerals such as copper and gold increased substantially, and the prices of metals such as copper, gold and zinc all rose around the world, and the company finally achieved performance growth.

Judging from the proportion of positions, in the second quarterly report, Shengquan Group, Guanghetong, Baichu Electronics, Qixin Group and China Mobile accounted for more than 5% of the positions held by social security funds. Among them, the shareholding ratio of Shengquan Group Social Security Fund is 16.76%, far exceeding other stocks; Among the top ten tradable shareholders of the stock, the largest shareholder, Social Security Fund 503, increased its holdings by 790,000 shares in the second quarter, and its shareholding ratio increased to 14.8%. Together with the social security fund of the third largest shareholder of 65,438+065,438+065,438+0, the total shareholding is 65,438+06.76%. The company is a high-tech enterprise mainly engaged in research and development, production and sales of synthetic resin and composite materials and biomass chemical products. In the first half of the year, the company realized an operating income of about 4.778 billion yuan, a year-on-year increase of 65,438+07.02%; The net profit was about 332 million yuan, down 10.72% year-on-year.

China Mobile newly entered 1 107 and1kloc-0/in the second quarter, and its second largest tradable shareholder, Social Security Fund, held the same number of shares in the second quarter. At present, the social security fund holds a total of 20,433,800 shares, accounting for 5. 1% of the outstanding shares.

In the second quarter, the P/E ratios of China Mobile and Shengquan Group were both less than 30 times.

Social security fund for more than 2 consecutive years.

Hold 22 shares

Extend the time dimension to see which stocks continue to be favored by social security funds. According to data treasure statistics, it can be found that 22 stocks have been held by social security funds for more than 2 years.

Angel Yeast and Wanhua Chemical have held positions for six consecutive years, and six stocks including Jerry, Zhongsheng Pharmaceutical and Xiaolan Technology have been held by the social security fund for more than four years.

Judging from the proportion of positions in the circulating market value, among the 22 stocks held by the Social Security Fund for more than two years, Baichu Electronics, Qi Xin Group and Aihua Group accounted for 8.39%, 5.73% and 4.54% respectively, accounting for the top share.

Judging from the changes in positions, among the 22 consecutive heavyweight stocks, the number of shares held by the Social Security Fund increased by 1 1 at the end of the second quarter, and Lier Chemical, Zhongsheng Pharmaceutical and Zijin Mining all increased their holdings by more than10 million shares. Five of them reduced their holdings, namely Milkvay, Aihua Group, Wanhua Chemical, Jerry and Health Yuan.

Judging from the results of the semi-annual report, among these 22 shares, 14' s net profit increased year-on-year, while Zangge Mining, Xiuqiang, Ding Peng Holdings and Lier Chemical had higher net profit increase. The company's net profit in the first half of the year was 2.397 billion yuan, 65.438+ 0./kloc-0.9 billion yuan, 6.5438+0.426 billion yuan and 6.5438+respectively. There were 8 net profits that decreased year-on-year, including Zhongsheng Pharmaceutical, Kesen Technology and Venus Star. The net profit decreased by 29.73%, 93.94% and 65,438+032.9% respectively.

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