The latest position of the social security fund has surfaced. A total of 11 shares have obtained the position of the social security fund for more than 12 consecutive reporting periods. The longest position cycle is Beijing New Building Materials Public Limited Company(000786) .
On March 23, A-Shares continued to fluctuate in a narrow range. The transaction volume throughout the day was less than trillion yuan, and the net outflow of funds from the North was only 194 million yuan. Shanghai stock index, Shanghai and Shenzhen 300 index, gem index and other closing indexes all recorded gains. The theme sector is not continuous, the electronic identity cards of the early hot, East and West, and digital currencies are the top ones. CXO's concept, hydrogen energy, Baijiu, property management and other subjects are strong.
5g faucet closed in a straight line in the afternoon, and concept stocks danced with the trend
This afternoon, Zte Corporation(000063) Hong Kong stocks and A-Shares resumed trading at the same time, and the opening of Hong Kong stocks rose sharply, with an increase of more than 60% at one time A-Shares directly rose the limit at the opening, with more than one million orders sealed at one time as of the closing, there were 769300 sealed orders on Zte Corporation(000063) trading board, with a capital of about 2 billion yuan. The market value of the company's latest A-share returned to more than 100 billion yuan.
At noon on March 23, Zte Corporation(000063) announced that the company received the court's judgment on March 22, 2022 (US time), and ruled not to revoke Zte Corporation(000063) 's probation (i.e. the probation will expire on March 22, 2022 (US time)) without any penalty, and confirmed that the term of office of the inspector will end on March 22, 2022 (US time)
Upon the application of the company to Shenzhen Stock Exchange, the trading of A-Shares of the company will resume from the afternoon of March 23, 2022. At the same time, Zte Corporation(000063) announced on the Hong Kong stock exchange that it had applied to the Hong Kong stock exchange to resume the trading of the company's H shares on the stock exchange from 1:00 p.m. on March 23, 2022.
Stimulated by the news, 5g concept stocks rose rapidly in the afternoon Suzhou Shijia Science & Technology Inc(002796) , T&S Communications Co.Ltd(300570) , Fujian Star-Net Communication Co.Ltd(002396) , Jiangsu Allfavor Intelligent Circuits Technology Co.Ltd(300964) , Hangzhou Freely Communication Co.Ltd(603602) , Zhongtongguomai Communication Co.Ltd(603559) , etc. As of the afternoon closing, Jilin Jlu Communication Design Institute Co.Ltd(300597) recorded a daily limit of 20cm, Xdc Industries(Shenzhen) Limited(300615) rose 13.01%, and Tianjin Futong Information Science&Technology Co.Ltd(000836) , Sichuan Huiyuan Optical Communications Co.Ltd(000586) , Wuhan Fingu Electronic Technology Co.Ltd(002194) , Dongguan Mentech Optical & Magnetic Co.Ltd(002902) , Fiberhome Telecommunication Technologies Co.Ltd(600498) , etc. exceeded the daily limit of 10 shares.
Before that, 5g concept stocks had been silent for a long time. According to the statistics of databao, several 5g industry segmentation leaders such as Foxconn Industrial Internet Co.Ltd(601138) , Shengyi Technology Co.Ltd(600183) , Universal Scientific Industrial(Shanghai)Co.Ltd(601231) , Jcet Group Co.Ltd(600584) , Lingyi Itech (Guangdong) Company(002600) , Tongfu Microelectronics Co.Ltd(002156) , Shenzhen Sunway Communication Co.Ltd(300136) have hit a one-year low in the near future. Compared with the high point in one year, the average pullback rate of 5g concept stocks is 30% Raytron Technology Co.Ltd(688002) , Allwinnertech Technology Co.Ltd(300458) , Maxscend Microelectronics Company Limited(300782) , Cambricon Technologies Corporation Limited(688256) -u, Shenzhen Everwin Precision Technology Co.Ltd(300115) , and other shares retreated by more than 50%. Connector leader Luxshare Precision Industry Co.Ltd(002475) retreated 31.43% from the high point in one year. Last year, the company's net profit was 7.072 billion yuan, a year-on-year decrease of 2.12%, and the growth rate of net profit fell to a record low.
With the withdrawal of concept stocks as a whole, the valuation level has further moved down, and some stocks are gradually favored by northward funds. According to the statistics of the data from the statistical times of the statistical treasure on the data from the statistical treasure of the data from the data of the data from the statistical treasure of the latest rolling of 5g concept stocks with a P / E ratio of less than 50 times, among the 5g concept stocks with the 5g concept stock that is less than 50 times of the 5g, among the 5g concept stocks with the 5g concept stocks, the rough calculation based on the average closing price of the interval is the rough calculation based on the average bid price at the interval. Since the march of March since March, five shares, including the 123 456since the march of March, yes.
social security fund and Gaoyi assets target securities companies and nonferrous metals leaders
With the disclosure of the annual reports of Listed Companies in 2021, the latest trend of social security fund gradually surfaced. According to data treasure statistics, as of the end of last year, there were 55 shares, and the social security fund appeared among the top ten circulating shareholders.
From the perspective of position changes, during the fourth quarter of last year, the social security fund mainly increased its holdings of Zijin Mining Group Company Limited(601899) , Nanjing Iron & Steel Co.Ltd(600282) , Shanxi Coking Coal Energy Group Co.Ltd(000983) , Cgn Power Co.Ltd(003816) , Citic Pacific Special Steel Group Co.Ltd(000708) , and other shares, with an increase of more than 10 million shares. There is no change in the number of 10 position shares, such as Changchun High And New Technology Industries (Group) Inc(000661) , Ping An Bank Co.Ltd(000001) , Shanghai Jahwa United Co.Ltd(600315) , Xinjiang Tianshan Cement Co.Ltd(000877) , etc.
Among the 13 new shares, there are many electronic shares, including Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) , Shanghai Fudan Microelectronics Group Co.Ltd(688385) , Wus Printed Circuit (Kunshan) Co.Ltd(002463) , shengmei Shanghai , etc. China stock market news which is one of the leading securities companies is also on the new list. At the end of last year, the social security fund held 1.74 billion yuan of this stock. Among the top ten circulating shareholders of the company, there are also well-known institutions such as Central Huijin, Abu Dhabi Investment Bureau and Gaoyi Xiaofeng Hongyuan trust,
According to the statistics of data treasure, the above 55 shares received a total market value of 32 billion yuan of social security fund positions, of which the market value of 8 shares exceeded 1 billion yuan Zijin Mining Group Company Limited(601899) position market value of 3.893 billion yuan ranked first, followed by Wanhua Chemical Group Co.Ltd(600309) , China Jushi Co.Ltd(600176) , Thunder Software Technology Co.Ltd(300496) , China stock market news, etc Zijin Mining Group Company Limited(601899) among the top ten circulating shareholders, there are also many well-known institutions, such as Zhengjin company, Gaoyi Xiaofeng No. 2 letter fund and Abu Dhabi Investment Bureau. In addition, the market value of the shares held by northbound capital has exceeded 12 billion yuan, ranking second among circulating shareholders.
social security fund favorite stocks held for more than nine years
From the perspective of position cycle, according to the statistics of databao, a total of 11 shares have obtained the position of social security fund for more than 12 consecutive reporting periods. The longest holding cycle is Beijing New Building Materials Public Limited Company(000786) . Since the end of 2012, the social security fund has been among the top ten circulating shareholders of the company for 37 consecutive reporting periods. At the end of last year, Beijing New Building Materials Public Limited Company(000786) obtained a position in the social security fund, with a market value of 675 million yuan. QFII institutions such as Quebec savings and investment group, Canada annuity plan investment committee and Macao monetary authority also took a heavy position in the stock.
According to the published performance data, the heavy position stocks of the social security fund achieved an average profit in 2021, and the net profit of more than 75% stocks increased year-on-year. The highest growth rate of net profit is Xinjiang Zhongtai Chenical Co.Ltd(002092) . The net profit of the company in 2021 was 2.703 billion yuan, a year-on-year increase of 17.7 times, and the amount of profit reached a record high. On September 16 last year, the stock hit an all-time high. At present, the stock price has dropped to 9.17 yuan / share, retreating to 51.64% from the historical high
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