此外，社保基金三季度新增持股市值前20名个股分别为保利发展、赛轮轮胎、东山精密、电投能源、紫光国微、中金黄金、中曼石油、纳思达、小商品城、巨星科技、芒果超媒、上海电力、春风动力、神火股份、广汇能源、杰瑞股份、伟星股份、申能股份、安井食品和海信视像。With the completion of the disclosure of the third quarterly report, the trend of the social security fund's holdings in the third quarter is also revealed; the list of the top ten circulating shareholders of the 123 new stocks is disclosed; The list of the top ten A-share institutions with the largest number of new holdings of social security funds in the third quarter is attached (see table).
Caixin News Agency, November 2nd (Editor Li Chen) The social security fund, as an important representative of long-term funds, often attracts close market attention to changes in its holdings. With the completion of the disclosure of the third quarterly report, the trend of the social security fund's holdings in the third quarter is also revealed. According to the latest holding trends, according to Wind data, the social security fund's list of the top ten circulating shareholders of the 123 new stocks in the third quarter.
Among them, Guangxi Energy and Zhongman Petroleum received the largest number of new institutions holding shares of the social security fund in the third quarter, both with 3 institutions; Sunflower Pharmaceutical Group and Shanghai Electric Power followed closely, each with 2 institutions. Details are as shown in the chart:
In addition, the top 20 stocks with the highest market value of new holdings in the third quarter by the social security fund are Poly Developments, Sailun Group, Suzhou Dongshan Precision Manufacturing, Inner Mongolia Dian Tou Energy, Unigroup Guoxin Microelectronics, Zhongjin Gold Corp.,Ltd, Zhongman Petroleum, Ninestar Corporation, Zhejiang China Commodities City Group, Hangzhou Great Star Industrial, Mango Excellent Media, Shanghai Electric Power, Zhejiang CFMoto Power, Henan Shenhuo Coal & Power, Guanghui Energy, Yantai Jereh Oilfield Services Group, Zhejiang Weixing Industrial Development, Shenergy, Anjoy Foods Group, and Hisense Visual Technology.
Specifically, Guangxi Energy, whose main business is the production and sale of electricity and oil products, saw its market value of new holdings by the social security fund reach 0.156 billion yuan in the third quarter. According to Guangxi Energy's third-quarter report, the National Social Security Fund 17042 combination, National Social Security Fund 503 combination, and National Social Security Fund 17041 combination ranked third, fourth, and seventh respectively among the top ten circulating shareholders. Guangxi Energy announced its third-quarter report for 2024 on October 24, reporting an operating income of 2.917 billion yuan in the first three quarters, a year-on-year decrease of 80.27%; net profit attributable to shareholders of the listed company was 0.449 billion yuan, a year-on-year increase of 1987.94%. In the third quarter alone, net profit attributable to shareholders of the listed company was 0.438 billion yuan, a year-on-year increase of 2345.63%. According to a research report released by Huayuan Securities' Zha Hao and others on October 25, Guangxi Energy's performance exceeded expectations. Guangxi Energy's Haifeng first batch project is expected to be put into operation by the end of the year, with a large-scale plan for sea wind, showing high growth potential.
Zhongman Petroleum, whose main business is petroleum drilling and large-scale construction services, saw its market value of new holdings by the social security fund reach 0.453 billion yuan in the third quarter. According to Zhongman Petroleum's third-quarter report, the National Social Security Fund 17052 combination, National Social Security Fund 111 combination, and National Social Security Fund 418 combination ranked fifth, sixth, and seventh respectively among the top ten circulating shareholders. Zhongman Petroleum released its third-quarter report for 2024 on October 30, reporting an operating income of 1.133 billion yuan in the third quarter, a year-on-year increase of 13.23%; net profit attributable to shareholders of the listed company was 0.241 billion yuan, a year-on-year increase of 41.62%. A research report released by Minsheng Securities' Zhou Tai and others on October 31 indicated that on October 27, Zhongman Petroleum signed development and production contracts for two blocks with the Central Petroleum Company of Iraq. Based on Zhongman Petroleum's initial assessment, the geological reserves of the EBN block are estimated to be about 0.464 billion tons of oil and about 85.4 billion cubic meters of dissolved gas, while those of the MF block are estimated to be about 1.258 billion tons of oil and about 50.8 billion cubic meters of dissolved gas, totaling approximately 1.722 billion tons of geological oil reserves and about 136.2 billion cubic meters of dissolved gas.
Sunflower Pharmaceutical Group, with its main business of producing traditional Chinese medicine, saw its market value of new holdings by the social security fund reach 0.181 billion yuan in the third quarter. According to Sunflower Pharmaceutical Group's third-quarter report, the National Social Security Fund 101 combination, and National Social Security Fund 116 combination ranked sixth and seventh respectively among the top ten circulating shareholders. Sunflower Pharmaceutical Group announced on October 28 that the company achieved an operating income of 2.967 billion yuan in the first three quarters, a decrease of 29.95% year-on-year; and a net profit attributable to the owner of the parent company of 0.587 billion yuan, a decrease of 31.06% year-on-year. Sunflower Pharmaceutical Group announced on October 24 that its wholly-owned subsidiary, Sunflower Pharmaceuticals Group Medicine Co., Ltd., plans to invest 10 million yuan of its own funds to establish a wholly-owned subsidiary, Sunflower Grand Pharmacy. On October 14, Sunflower Pharmaceutical Group announced that its controlled subsidiary, Sunflower Pharmaceutical Group (Tangshan) Biopharmaceutical Co., Ltd., recently received a "Notice of Acceptance" issued by the National Medical Products Administration for the application for registration and listing of Ursodeoxycholic Acid Capsules.
Shanghai Electric Power, a power generation company in the Shanghai area, saw its market value of new holdings by the social security fund reach 0.382 billion yuan in the third quarter. According to Shanghai Electric Power's third-quarter report, the National Social Security Fund 602 combination, and National Social Security Fund 414 combination ranked seventh and eighth respectively among the top ten circulating shareholders. Shanghai Electric Power announced on October 28 that it achieved an operating income of 32.566 billion yuan in the first three quarters, a year-on-year increase of 3.41%; and a net profit attributable to the shareholders of the listed company of 2.459 billion yuan, a year-on-year increase of 66.57%. A research report released by Huayuan Securities' Zha Hao and others on October 15 pointed out that in terms of asset attributes, Shanghai Electric Power's thermal power installations are concentrated in the Yangtze River Delta and Turkey, both of which are regions with relatively tight supply and demand for electricity; wind power (mainly sea wind) is concentrated in Jiangsu region. It is worth noting that Shanghai Electric Power's new energy installation volume in recent years is significantly lower than that of its peers, and this year's grid-connected electricity price has been maintained at 0.61 yuan/kWh, with the expected stable grid-connected electricity price for new energy. In terms of governance, Shanghai Electric Power issued a three-year stock-based incentive plan in 2022, with an exercise price of 12.81 yuan per share. As a central enterprise in the power industry, Shanghai Electric Power is expected to make efforts to improve efficiency and quality.
