A-share listed companies’ first quarterly report disclosures in 2022 are coming to an end,social securityfundThe latest shareholding roadmap has also been exposed.
According to statistics, as of April 26, a total of 1,909 A-share listed companies have released their first quarterly reports for 2022, and social security funds have appeared in the latest top ten tradable shares list of 245 companies.
The market value of disclosed positions is up toZijin Mining
As of April 26,social security fundZijin Mining(601899.SH) has the highest market valuenearly 4 billion yuan, holding 351 million shares.Zijin MiningThe quarterly report showed that the company achievedOperating income64.771 billion yuan, a year-on-year increase of 36.35%; attributable to the parent companynet profit6.124 billion yuan, a year-on-year increase of 143.88%.
From the market value of the position to TOP10 in terms of industry distributionthe social security fund prefers electronics, power equipment and chemical industries, both of which have 2.
From the perspective of the proportion of shares held by the number of shares in circulation, there are 2 companies with a social security fund holding more than 10% of the shares, and the highest isHoly Spring Group(605589.SH), accounting for 15.78% of the outstanding shares of the stock, and the number of shares held increased by 534,100 shares compared with the previous period.
sixthHuafeng Aluminum(601702.SH) was increased by more than 13.21 million shares, and the proportion of shares increased from 3.06% in the previous period to 7.81%.
Added 133 shares and added 97 new shares
Only two stocks rose more than 10% in April
As of April 26,At the end of the first quarter, the social security fund increased its holdings of 133 stocks,inYunda shares(002120.SZ) increased the number of shares the most, with more than 38.08 million shares, and the proportion of outstanding shares rose from 1.2% to 2.55%.
Tongwei shares(600438.SH)、Huaneng Hydropower(600025.SH)、Hangyang Co., Ltd.(002430.SZ) and other 5 shares are also favored by the social security fund, and the number of shares increased by more than 20 million shares.
From the perspective of the industry distribution of holdings of individual stocksmainly in the basic chemical industry and pharmaceutical and biological industries, there are 14.
Sinolink SecuritiesHe said that since the first quarter of this year, due to the impact of the international situation and the epidemic, the uncertainty of the basic chemical market has further intensified. In the subdivision industry, market attention is mainly divided into two directions. On the one hand, new energy chemical materials with high certainty of long-term demand growth; on the other hand, in the traditional chemical sector, the supply and demand pattern is good. Fertilizer and soda ash sectors began to regain attention.
At the end of the first quarter,The social security fund newly appeared in the top ten circulation of 97 stocksshareholdermiddlethese stocks are concentrated inPharmaceutical biology, electronics industrythere are 11.
WanliansecuritiesIt is believed that in the pharmaceutical and biological sector, we can pay attention to the track with long-term investment value, such as the traditional Chinese medicine industry where relevant support policies have been introduced one after another.traditional Chinese medicineOTC、traditional Chinese medicineinnovation,traditional Chinese medicineformula particles, etc.
Among the newly entered stocks, the social security fund holdsShengtun Mining(600711.SH) has the largest number, reaching 105 million shares.besidesGenesis(300083.SZ)、Huamao Logistics(603128.SH)、Yunda shares(002120.SZ)、Xinxing Cast Pipe(000778.SZ) 4 shares entered the TOP10 holdings at the same time.
Since April, the social security fund holdings and newly entered stocks have performed in general, with an average decline of more than 10%. And there are only 2 stocks that rose more than 10%:Fudan Microelectronics(688385.SH)、new industry(300832.SZ)。
GuoshengsecuritiesIt is believed that in the first quarter of 2022, chip concept stocksFudan MicroelectronicsThe profitability of the company has been greatly improved, and the net profit in the first quarter increased by nearly 170% year-on-year.Company high hairinterest rateThe proportion of products has increased significantly, and the grossinterest rateSignificant optimization, continuous optimization of product structure.
Revenue and net profit in the first quarter fell
The company was cut by nearly 60 million shares
As of April 26,The social security fund reduced its holdings of 72 stocks at the end of the first quartermainly focusing onPower equipment, medicine and biologyIn the two industries, 11 and 10 stocks were reduced.
In terms of individual stocks, the social security fund has reduced its holdings the most.OCT A(000069.SZ), for 59.1916 million shares. The company’s stock price has fluctuated widely recently. As of April 26, it has fallen by more than 22% from the year’s high.
OCT AThe first quarterly report showed that the company achieved operating income of 7.473 billion yuan, a year-on-year decrease of 12.56%; net profit attributable to the parent was 176 million yuan, a year-on-year decrease of 80.44%, and both revenue and net profit declined.
(Article source: 21 Finance)