In the fourth quarter, a total of 35 shares were increased by the social security fund.
leaving Shanghai takes 48 hours nucleic acid negative + 24 hours antigen negative
The office of Shanghai epidemic prevention and control leading group released a message: in order to curb the spread of the epidemic and ensure the people's life safety and health, our city continues to strengthen "not leaving Shanghai unless necessary" from 0:00 on April 2, the personnel leaving Shanghai must not only hold the negative certificate of nucleic acid test within 48 hours, but also provide the negative certificate of antigen test within 24 hours antigen test results are uploaded through the "epidemic detection" applet. The nucleic acid and antigen related test results can be queried on the "application code". The city's airports, docks, railway stations and highways will carry out the examination of nucleic acid and antigen test results of people leaving Shanghai.
Previously, Shanghai has carried out the first large-scale application of antigen detection in China. According to the information released by the Shanghai Municipal Health Commission yesterday, as of March 27, more than 14 million people had been tested for antigen in the city. Since March 28, a new round of antigen screening has been carried out in non key areas of Puxi region, screening a total of 10.87 million people.
According to the statistics of securities times · databao, there are 12 concept stocks with covid-19 antigen detection in a shares. Most of them have been slightly callback recently, and the stock price fluctuates little Nanjing Vazyme Biotech Co.Ltd(688105) fell slightly by 8.13% in the past five trading days, and Lepu Medical Technology (Beijing) Co.Ltd(300003) , Shenzhen Yhlo Biotech Co.Ltd(688575) fell by more than 5% Andon Health Co.Ltd(002432) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) performed well, up 12.45% and 7.96% respectively.
In terms of performance, some antigen detection concept stocks have obtained listing licenses abroad, the overseas business has grown rapidly, and the profit has increased significantly year-on-year Beijing Hotgen Biotech Co.Ltd(688068) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) and Andon Health Co.Ltd(002432) are expected to double the net profit of the parent company in 2021. Of them, the net profit of the net profit of the company in the year of Beijing Hotgen Biotech Co.Ltd(688068) 2021 was 2 billion 193 million yuan, up 185681% compared to the same period last year, mainly because the self testing product of New Coronavirus antigen developed by the company has been registered and filed by the self testing of major economies such as Germany and the EU. And quickly applied to the local anti epidemic demand, resulting in a substantial increase in foreign trade orders.
social security fund increased 35 shares
Statistics show that compared with the third quarter, 35 shares were increased by the social security fund in the fourth quarter. Based on the closing price, the latest market value of 10 shares in the increased positions of the social security fund exceeds 1 billion yuan, of which Zijin Mining Group Company Limited(601899) , Wanhua Chemical Group Co.Ltd(600309) , China Jushi Co.Ltd(600176) holds the highest stock market value, with 3.893 billion yuan, 3.264 billion yuan and 2.404 billion yuan respectively.
the Zijin Mining Group Company Limited(601899) annual report shows that the sixth and seventh largest shareholders of the company's top ten circulating shareholders are social security funds, which increased their positions at the same time in the fourth quarter. In addition, northbound capital increased its position in the company's shares simultaneously, and its shareholding increased for five consecutive quarters. In 2021, the company realized a net profit attributable to its parent company of 15.673 billion yuan, a year-on-year increase of 140.8, the best since its listing.
Statistics show that some stocks continue to be favored by the social security fund. The number of shares held rose sharply in the fourth quarter, and the number of 9 shares increased by more than 100% month on month, of which Shanxi Coking Coal Energy Group Co.Ltd(000983) , Henan Shenhuo Coal&Power Co.Ltd(000933) , Yankuang energy increased by more than 200%.
Shanxi Coking Coal Energy Group Co.Ltd(000983) in the fourth quarter, it was newly introduced into two social security fund portfolios, and the previously existing social security fund positions remained unchanged, with a total shareholding of less than 20 million shares increasing to nearly 70 million shares. According to the information disclosed by the company on the investor Q & a platform, since November 30 last year, the number of shareholders of the company has gradually decreased, and the chips are relatively concentrated. The number of shareholders has decreased for six consecutive periods, with a cumulative decrease of more than 30%.
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The social security fund has a strong desire to adjust positions. 44 shares were newly admitted to the social security fund in the fourth quarter and became the top 10 shareholders. From the perspective of shareholding market value, Byd Company Limited(002594) is the individual stock with the highest stock market value among the newly acquired shares, and the shareholding market value reached 1.877 billion yuan at the end of 2021. In addition, several industry leaders have been newly introduced into the social security fund, including China stock market news, Zte Corporation(000063) , Kbc Corporation Ltd(688598) , etc
Most of the newly acquired shares of the social security fund are blue chip stocks with significant year-on-year growth in performance. The net profit attributable to the parent company doubled in 2021, accounting for about a quarter of the total Xinjiang Zhongtai Chenical Co.Ltd(002092) , Shanghai Fudan Microelectronics Group Co.Ltd(688385) , Mls Co.Ltd(002745) profit increased by 176996%, 287.20% and 284.1% respectively
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