The latest positions of the four institutions such as the Social Security Fund emerging from the water surface reminding investors not to blindly "copy homework"

13AUG

Our reporter Zhao Ziqiang Ren Shi Shi Bi Shi Bi, as a leader in the A -share market vane and value investment concept, the four major institutions such as the social security fund, QFII, brokerage, and insurance capital have attracted much attention. The latest positions have gradually surfaced. It is worth noting that since July of this year, 55 social security funds heavy stocks have won the Shanghai Stock Exchange Index, which has performed brightly. Analysts believe that institutional investors have a huge amount of funds, high professionalism, strong investment and research capabilities, and can establish an effective investment portfolio, but it is not recommended that investors blindly "copy their homework". In the second quarter of the Social Security Fund, the top ten shareholders of 55 companies in the 55 companies disclosed with the semi -annual report of the listed company in 2022. It was gradually announced by value investors as the market security fund holding trend of the market wind direction. Data from Oriental Fortune Choice shows that as of the close of August 12, among the 384 A -share listed companies that have been disclosed in the half -annual report of 2022, 55 companies have appeared in the top ten shareholders of the top ten companies in the company. 7214.374 million shares, calculated at the end of the second quarter of 2022, with a total market value of 19.181 billion yuan. From the perspective of changes in the shareholding, as of the end of the second quarter of 2022, the social security fund held 10 stocks and increased its holdings of 27 stocks. In addition, the social security fund has not changed the positions of six stocks, and the 12 stocks have been reduced. Liu You, deputy director of the Wealth Research Department of Paiwang.com, said in an interview with a reporter from the Securities Daily that the stocks that have been investigated by the social security fund will have a probability of strengthening the market. On the one hand, the social security fund has strong investment and research strength and professional ability. Being able to obtain research on professional institutions shows that the target has investment value to a certain extent; on the other hand, as an important participant in the A -share market, the movement of social security funds will attract market funds to follow the trend and promote the stock price. Judging from the specific performance of individual stocks, the social security fund holding stocks are indeed relatively outstanding. Since July this year, as of the closing of August 12, 45 of the 55 social security funds heavy stocks have ran to win the Shanghai Stock Exchange Index (a total of 3.58%at the same period), accounting for more than 80%. Among them, Rong Zhiri Xin and Jifeng's performance were the most prominent. During the period, the cumulative increases reached 53.44%and 51.47%, respectively. The cumulative increases during the three stocks such as Lan Xiao Technology, Chifeng Gold, and Otvi also exceeded 30%. From the perspective of the market value of holding the shares, as of the end of the second quarter of 2022, of the above 55 stocks, 44 stocks were held by the social security fund of more than 100 million yuan. The market value of three stocks exceeds 1 billion yuan. In terms of new positions, in the second quarter of this year, social security funds held 10 stocks. Three stocks including Jianghe Group, Xiliary Shares, Ningbo Yunding Sheng have received new social security funds over 10 million shares during this period. Among the 27 stocks that increased their holdings in the second quarter of this year, 7 stocks, including Jiu Li Special, Chifeng Gold, Lier Chemistry, all living beings, Enhua Pharmaceutical, Guanghetong, China Mobile, etc. Earlier, it was over 10 million shares. In this regard, Liu Youhua said that the newly increased ownership of the Social Security Fund in the second quarter was mainly concentrated in four aspects: high prosperity tracks, continuous high -scoring companies, excellent blue chip stocks, and consumption of consumption, medicine with high performance growth. From the perspective of the industry distribution of social security funds heavy stocks, 55 stocks are distributed in 19 applications in 19 applications. Among them, the number of stocks in the basic chemical industry has the largest number of individual stocks, reaching 10; the number of stocks in the pharmaceutical and biological industry ranks second, reaching 9; the electronics industry ranks third and 6. From the perspective of newly increasing industry distribution, the number of individual stocks in the pharmaceutical and basic chemical industry is the top of 8 and 5, respectively. "The newly increased and increased varieties in the second quarter of the Social Security Fund were mainly concentrated in the fields of new energy, medicine, consumption, chemical industry, mining and other fields. The new energy sector is a long track opportunity. Small, outstanding performance definitation. Economic stabilization requires consumption force, superimposed to the early consumption sector adjustment, valuation returns to reasonable positions, and the value of configuration is displayed. The attraction of these excellent varieties has been added. "Yuan Huaming, general manager of Huahui Chuangfu Investment, told reporters. From the perspective of the interim reporting performance, 41 of the 55 companies of the social security fund's heavy positions have achieved a year -on -year increase in net profit returning to the mother in the first half of 2022, accounting for more than 70 %. Among them, the net profit of the 13 company's report during the reporting period doubled year -on -year. Since the third quarter, the broader market has been adjusted, and the low -key social security fund has appeared in the team's team. Data from Flush Shun shows that since the third quarter, as of August 12, the Social Security Fund has investigated 6 A -share listed companies including Jerry, East China Pharmaceutical, Jiangshan Opai, Haichuang Pharmaceutical, Haineng Industrial, and Sanfu. It is worth noting that five companies in East China Pharmaceutical, Jerry, Haichuang Pharmaceutical, Haineng Industrial, and Jiangshan Opai also received QFII for investigation. QFII's newly increased holdings of 37 stocks for five consecutive quarters of heavy positions 16 for five consecutive quarters, and QFII, known as "smart money", was added in the second quarter of this year.

Data from Oriental Fortune Choice shows that as of the close of August 12, among the 384 A -share listed companies that have been disclosed in the half -year report of 2022, QFII shares have appeared among the top ten shareholders of the top ten companies in the company, with a total of 41931.99. Thousands of shares, calculated at the end of the second quarter of 2022, holding a total market value of 11.759 billion yuan. Among them, 37 companies' stocks were newly increased by QFII, accounting for 57.81%of the total number of QFII holding stocks. In addition, QFII has not changed the positions of 5 stocks, and the holding of 22 stocks has been reduced. In terms of new stock holdings, as of the end of the second quarter of this year, QFII has held 22 stocks, and 2 stocks including Hongqi Chain and China Super Holdings have received QFII newly held more than 10 million shares. In the second quarter of this year, four stocks such as Yuancheng, Zhongcheng, and Haimingxing were held in the second quarter of this year. In terms of holdings, as of the end of the second quarter of this year, QFII continued to operate 15 stocks. The number of QFII increased holdings of Aixu shares reached the largest number of shares, reaching 25.468 million shares. The proportion of shares reached 5.80%; three stocks including Ed Biological, Zhonggu Logistics, and Beimo Hi -Tech also received QFII over 3 million stocks in the second quarter of this year. As an institution with more mature investment philosophy, what kinds of QFII has adhered to it for a long time? Statistics show that as of the end of the second quarter of this year, QFII held 16 stocks for five consecutive quarters, and 7 of Nobunaga, Aixu shares, Hui Tianxin Materials, Anqi yeast, Zhonggu Logistics, Soviet Communist Party, Edbi Biological, etc. In the second quarter of this year, the number of QFII held more than 10 million shares. In fact, QFII is optimistic about the company with good performance. Among the 37 companies that have been added in the above QFII, 25 companies have achieved a net profit increase year -on -year in the first half of 2022, accounting for nearly 70 %. Among them, nine companies have achieved net profit of their mother -in -law during the reporting period. QFII heavy stocks have also been remarkable since July. As of the closing of August 12, 37 of the 64 stocks mentioned above have risen since July, accounting for nearly 60 %. Among them, Yuhuan CNC and strength diamonds were eye -catching during the period, and the cumulative increases were 78.52%and 50.83%, respectively. More than 30%. From the perspective of the industry distribution of QFII heavy warehouse stocks, the above 64 stocks are distributed in the 20 -year -old industry. Among them, the number of stocks, such as power equipment and basic chemical industry, the largest number of stocks, 8; the number of stocks in the pharmaceutical and biological industry followed closely, reaching 7; the number of shares of the three industries such as machinery and equipment, computers, and electronics reached 5. Chen Li, chief economist of Chuancai Securities and director of the Institute of Research, told the Securities Daily reporter that "QFII is guided by performance, and the focus of the increase in holdings is mainly concentrated in industries such as power equipment, basic chemicals, pharmaceuticals and computers. "From the perspective of insurance capital, the top 33 stock market value of 33 stock markets in dangerous capital, from the perspective of insurance capital, Data data from Oriental Fortune showed that as of the closing of August 12, among the 384 A -share listed companies that have been disclosed in the half -year report of 2022,,, the 2022 Semi -annual A -share listed company has been disclosed. In the list of the top ten shareholders of the top ten companies in the company, there were dangerous assets, with a total of 385,262,800 shares held. Based on the closing price at the end of the second quarter of 2022, the total market value was 24.364 billion yuan. Compared with the end of the first quarter of this year, 10 new stocks have been put in insurance capital, increasing 7 stocks, reducing holdings of 9 stocks, and 7 stocks have unchanged positions. From the perspective of the market value scale, at the end of the second quarter of 2022, 20 stocks held more than 100 million yuan in the holding of insurance capital, of which China Unicom was the first market value, reaching 11.039 billion yuan. Waiting for two stocks, the market value also exceeded 1 billion yuan. Compared with the end of the first quarter of 2022, the insurance capital held 10 stocks in the second quarter of this year. 4 stocks such as Yaoming Kangde, Shanxi Coking Coal, East Sunshine, and Pulit all received more than 10 million new entrances in insurance capital. share. In terms of holdings, compared with the end of the first quarter of 2022, there were 7 stocks increased in the second quarter of insurance capital. Xu Ji Electric, Fuling mustard, and Jianmin Group all received more than one million in dangerous capital and increased warehouses in the second quarter of this year this year. share. From the perspective of market performance, the stock price of the heavy stocks of insurance capital has performed well since July. During the period of 22 stocks, the stock price increased, accounting for nearly 70 %. Among them, five stocks such as power diamonds, victory precision, Jingquanhua, Sihui Fushi, and Xiehe Electronics have increased by more than 20%. Fifteen stocks including the newly entered 17 stocks plus liquidity and Lanshi reinstallation According to the Eastern Fortune Choice data, as of the close of August 12, 45 of the 384 A -share listed companies that have been disclosed in 2022 reports were disclosed. A brokerage company appeared in the list of the top ten shareholders of the major circulation, with a total of 224.2593 million shares. Based on the closing price at the end of the second quarter of 2022, the total market value of the shares was 3.621 billion yuan. In terms of changes in positions, compared with the end of the first quarter of this year, brokers held 17 stocks, increased their holdings of 15 stocks, reduced their holdings of 9 stocks, and four stocks had unchanged positions.

From the perspective of market value, 14 stocks were held by securities firms at the end of the second quarter of 2022, with a market value of more than 100 million yuan, of which Daquan Energy ranked first, reaching 499 million yuan. Four stocks such as electronics are also over 200 million yuan by securities firms. Compared with the data at the end of the first quarter of 2022, the securities firms have entered 17 new stocks in the second quarter of this year, and there are 8 individual stocks with more than 1 million shares. Among them, Jianghe Group has the largest number of newly entrusted securities firms in the second quarter of this year, with 33.806 million shares, accounting for 2.97%of circulating shares. In terms of the increase in the holdings of the brokerage firm, compared with the data at the end of the first quarter of 2022, the securities firms continued to increase their positions in the second quarter. Essence Since July, the stock price of heavy positions in securities firms has performed well. During the period of 32 stocks, the stock price has increased, accounting for more than 70 %. Among them, Yongan Forestry, Xinhua, Jinshi Resources, Qi Pai Technology, Yujing Co., Ltd., and Yashi Optoelectronics have increased by more than 30%during the period. Recommended reading

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