The Shanghai Securities News recently released an article highlighting the investment trends of social security funds in the current volatile market situation. The article focuses on the new purchase targets of social security funds, which mainly include high-quality stocks in the electronics, high-end manufacturing, and pharmaceutical sectors.
According to the latest annual reports and buyback announcements of listed companies, the social security fund has purchased 28 new listed companies since the fourth quarter of last year. These companies are primarily distributed in three sectors: electronics, high-end equipment, and new energy.
In the electronics sector, companies such as Jianghai Co., Ltd., Yachuang Electronics, and Nanya New Materials have caught the attention of the social security fund. Nanya New Materials, for example, saw a significant increase in the position of the Social Security Fund 17041 portfolio since the fourth quarter of last year.
In the high-end equipment sector, companies like Sany Heavy Industry and AVIC Heavy Machinery have been targeted by the social security fund. Sany Heavy Industry, in particular, saw an increase in the position of the National Social Security Fund Portfolio 114.
Lastly, the new energy sector, including companies like Tuopu Group and Narada Power Supply, has also attracted the interest of the social security fund. Tuopu Group, for instance, saw a new purchase of stock by the National Social Security Fund Portfolio 104.
Overall, the social security fund is focusing on industry trends and performance when selecting stocks. The fund is particularly interested in blue-chip stocks with positive long-term trends, solid industry positions, and reasonable valuations.
With the expected increase in funding for social security funds in the future, more investments in stocks are anticipated. The recent issuance of “Interim Measures for the Operation and Management of the Transfer and Enrichment of State-owned Equity and Cash Proceeds of Social Security Funds” further standardizes the operation and management of social security funds, paving the way for increased equity investments.
It is important to note that the article from Shanghai Securities News serves to provide information and does not constitute investment advice. Readers are advised to make investment decisions at their own risk.