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The trend of social security fund holdings has been exposed: in the third quarter, 123 new stocks were added to the top ten list of public shareholders, with guangxi energy and zhongman petroleum and natural gas group corp.,ltd. adding a large number of i
①With the completion of the disclosure of the third quarter report, the holding positions trends of social security funds in the third quarter are also revealed; ②The list of the top ten circulating shareholders of 123 new stocks; ③Attached is the list of A-share institutions with the highest number of new holdings by social security funds in the third quarter (see table).
Regera Life once again takes action on China Longyuan Power's H shares, making it the 12th time this year that insurance funds have disclosed holdings in listed companies, reaching a nearly 4-year high in frequency.
①The source of the stakeholding funds is from own funds account, universal and bonus account insurance liability reserve; ②As of November 1st, insurance companies have conducted a total of 12 stakeholdings this year, holding stakes in 11 listed companies; ③Insurance companies frequently hold stakes, which is related to the adjustment of investment strategies by insurance assets under the background of new accounting standards.
The proportion of wind power installed capacity has increased, gcl energy technology's net income in Q3 increased by 20% year-on-year|interpretations
①In the first three quarters of this year, the proportion of wind power installed capacity of the company to the total installed capacity of power generation further increased to 57.81%; ②The demand for energy storage is growing, prices are falling, and it has shifted from single product or technology competition to competition of comprehensive capabilities.
Holding over 0.2 billion shares of sealand securities, guangxi energy's Q3 net profit increased more than 20 times year-on-year | Interpretations
1. Sealand's stock price soared, leading to a significant increase in fair value changes in income. Guangxi Energy's Q3 net profit increased by more than 20 times year-on-year; 2. Due to the divestiture of the oil business at the end of last year, the company's Q3 and the first three quarters' revenue both decreased by about 80% year-on-year.
Investment income boosts gd power development's performance in the first three quarters, while Q3 revenue and net profit both declined year-on-year. | Express announcement
①Benefiting from investment income, gd power development earned over 9 billion yuan in profits in the first three quarters, a year-on-year increase of over sixty percent; ②Daxingchuan Power Plant recognized an impairment provision of over 0.8 billion yuan, and the company's non-GAAP net profit in the first three quarters decreased by over ten percent.
There is a surge of major restructurings in central state-owned enterprises, with multiple giant capital operations like State Power Investment Corporation underway.
1. On Friday evening, spic industry-finance holdings and spic yuanda environmental-protection, subsidiaries of State Power Investment Corporation, released restructuring plans. The stocks will resume trading on Monday; 2. Central SOEs continue to make major moves in mergers and acquisitions, which will help accelerate the development of emerging industries and stimulate market vitality.