As a long-term institutional investor with stable style, every move of social security fund has attracted much attention. According to the data of China stock market news choice, as of today (March 22), among the listed companies that published the annual report, the social security fund appeared in the top 10 circulating shareholders of 50 companies, most of which are concentrated in the fields of electronics, basic chemical industry, power equipment and pharmaceutical biology. Among them, 26 shares were favored by the social security fund, but 17 shares were reduced by the social security fund.
From the perspective of industry distribution, the above 50 social security fund positions are mostly concentrated in the fields of Electronics (10), basic chemical industry (9), power equipment (4) and medicine and Biology (4). In addition, there are three companies in nonferrous metals, utilities and building materials.
Specifically, 26 shares are favored by the social security fund, of which 14 shares have been increased by the social security fund, and 12 shares are the new top ten circulating shareholders of the social security fund. . Among them, the social security fund has greatly increased its holdings of Zijin Mining Group Company Limited(601899) 71142900 shares. By the end of 2021, the social security fund has held Zijin Mining Group Company Limited(601899) 401 million shares, accounting for 1.96% of the circulating shares. However, Zijin Mining Group Company Limited(601899) this year’s market performance and annual report performance did not disappoint the market. The data show that the company’s share price has increased by 13.40% since this year. In 2021, the company achieved a net profit attributable to shareholders of listed companies of 15.673 billion yuan, a year-on-year increase of 140.80%.
From the new list, the social security fund entered the list of the top ten circulating shareholders of 12 stocks in the fourth quarter of last year. Among them, the number of shares held by the social security fund of seven stocks, including Yunnan Aluminium Co.Ltd(000807) , Xinjiang Zhongtai Chenical Co.Ltd(002092) , China Telecom Corporation Limited(601728) , Tianrun Industry Technology Co.Ltd(002283) , exceeded 10 million.
However, in the fourth quarter of last year, the social security fund also gradually withdrew from 17 stocks. According to the number of shares reduced, Zte Corporation(000063) , Tangshan Sanyou Chemical Industries Co.Ltd(600409) , Zhejiang Crystal-Optech Co.Ltd(002273) ranked the top three, and the number of shares reduced by the social security fund was 43.35 million, 28.93 million and 8.59 million respectively.
