The disclosure of the first quarterly report of A-share listed companies in 2022 is drawing to a close, and the latest shareholding roadmap of the social security fund is also exposed.
According to statistics, as of April 26, 1909 A-share listed companies had released the first quarterly report of 2022, and the social security fund appeared in the latest list of top 10 tradable shares of 245 companies.
the maximum market value of the disclosed position is Zijin Mining Group Company Limited(601899)
As of April 26, social security fund holds Zijin Mining Group Company Limited(601899) ( Zijin Mining Group Company Limited(601899) . SH) with the highest market value , nearly 4 billion yuan and 351 million shares Zijin Mining Group Company Limited(601899) the first quarterly report showed that the company achieved an operating revenue of 64.771 billion yuan, a year-on-year increase of 36.35%; The net profit attributable to the parent company was 6.124 billion yuan, a year-on-year increase of 143.88%.
from the industry distribution of position market value top 10 , social security funds prefer electronics, power equipment and chemical industries, with two.
From the perspective of the proportion of the number of shares held in the circulating shares, there are two companies with the proportion of social security fund holding more than 10%, and the highest is Jinan Shengquan Group Share Holding Co.Ltd(605589) ( Jinan Shengquan Group Share Holding Co.Ltd(605589) . SH), accounting for 15.78% of the proportion of the circulating shares, with the number of shares increased by 534100 shares compared with the previous period.
The sixth ranked Shanghai Huafon Aluminium Corporation(601702) ( Shanghai Huafon Aluminium Corporation(601702) . SH) was increased by more than 13.21 million shares, and the share proportion increased from 3.06% in the previous period to 7.81%.
increased 133 shares and 97 new shares
April only two stocks rose more than 10%
As of April 26, at the end of the first quarter, the social security fund held 133 additional shares , of which Yunda Holding Co.Ltd(002120) ( Yunda Holding Co.Ltd(002120) . SZ) held the largest number of additional shares, exceeding 38.08 million shares, accounting for 2.55% of circulating shares from 1.2%.
Five shares including Tongwei Co.Ltd(600438) ( Tongwei Co.Ltd(600438) . SH), Huaneng Lancang River Hydropower Inc(600025) ( Huaneng Lancang River Hydropower Inc(600025) . SH), Hangzhou Oxygen Plant Group Co.Ltd(002430) ( Hangzhou Oxygen Plant Group Co.Ltd(002430) . SZ) are also favored by the social security fund, with an increase of more than 20 million shares.
from the industry distribution of increasing individual shares , mainly concentrated in basic chemical and pharmaceutical biological industries, with 14.
Sinolink Securities Co.Ltd(600109) said that since the first quarter of this year, the uncertainty of the basic chemical market has further intensified due to the impact of the international situation and the epidemic. In terms of fine molecule industry, the 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 industry sector, areas with good supply and demand pattern, such as chemical fertilizer and soda ash, began to regain attention.
Among the top ten stocks in the pharmaceutical and pharmaceutical industry, there are 11 new stocks in the pharmaceutical industry at the end of the quarter.
Wanlian Securities believes 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 with relevant support policies, and pay specific attention to traditional Chinese medicine OTC, traditional Chinese medicine innovation, traditional Chinese medicine formula particles, etc.
among new stocks, the social security fund holds the largest number of Chengtun Mining Group Co.Ltd(600711) ( Chengtun Mining Group Co.Ltd(600711) . SH) , reaching 105 million shares. In addition, 4 shares of Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) ( Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) . SZ), Cts International Logistics Corporation Limited(603128) ( Cts International Logistics Corporation Limited(603128) . SH), Yunda Holding Co.Ltd(002120) ( Yunda Holding Co.Ltd(002120) . SZ), Xinxing Ductile Iron Pipes Co.Ltd(000778) ( Xinxing Ductile Iron Pipes Co.Ltd(000778) . SZ) entered the top 10 of additional shares at the same time.
Since April, the performance of social security fund holdings and new stocks has been average, with an average decline of more than 10%. There are only two stocks with an increase of more than 10%: Shanghai Fudan Microelectronics Group Co.Ltd(688385) ( Shanghai Fudan Microelectronics Group Co.Ltd(688385) . SH), Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) ( Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) . SZ).
Guosheng Securities believes that in the first quarter of 2022, the profitability of chip concept stock Shanghai Fudan Microelectronics Group Co.Ltd(688385) increased significantly, and the net profit in the first quarter increased by nearly 170% year-on-year. The proportion of the company's high gross margin products has increased significantly, the gross margin has been significantly optimized, and the product structure has been continuously optimized.
first quarter revenue and net profit both decreased
the company was reduced by nearly 60 million shares
As of April 26, the social security fund had reduced its holdings of 72 shares at the end of the first quarter, mainly in power equipment, medicine and biology two industries, 11 shares and 10 shares were reduced respectively.
shares, the largest reduction of the social security fund is Shenzhen Overseas Chinese Town Co.Ltd(000069) ( Shenzhen Overseas Chinese Town Co.Ltd(000069) . SZ) , which is 591916 million shares. Recently, the company's share price fluctuated widely. As of April 26, it had fallen more than 22% from the peak of the year.
Shenzhen Overseas Chinese Town Co.Ltd(000069) 's first quarterly report showed that the company achieved an operating revenue of 7.473 billion yuan, a year-on-year decrease of 12.56%; The net profit attributable to the parent company was 176 million yuan, a year-on-year decrease of 80.44%, and the revenue and net profit decreased.
