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Securities Times reporter Guo Jie

As listed companies continue to disclose their semi-annual reports, the shareholding trends of the social security fund have gradually surfaced. According to statistics from Securities Times Databao, as of August 1, the social security fund appeared in the list of the top ten circulating shareholders of 15 companies at the end of the second quarter, including one new entrant and four increased holdings.

The social security fund holds a total of 300 million shares in these 15 stocks, with a total market value of 4.483 billion yuan at the end of the period. The company with the highest market value is Western Mining, which reaches 959 million yuan. Xinji Energy and Haida Group also have high market values, reaching 829 million yuan and 512 million yuan respectively.

In terms of the number of social security funds held, Xinji Energy has the largest number, with a total of three social security funds appearing in the company's top ten circulating shareholders list, including Social Security Fund 406 Combination, Social Security Fund 504 Combination, and Social Security Fund 420 Combination, which are respectively ranked the fifth, eighth, and tenth largest circulating shareholders of the company, holding a total of 84.9852 million shares, accounting for 3.28% of the circulating shares.

In terms of the number of shares held, Xinji Energy is also the company with the highest shareholding by the social security fund, with a total of 84.9852 million shares; Yuanxing Energy and Western Mining follow closely behind, with shareholdings of 57.4630 million shares and 53.4362 million shares respectively.

Walterdyne has the highest shareholding ratio, with the social security fund holding 3.92% of the outstanding shares; followed by Shenghong Holdings, with a shareholding ratio of 3.40%; Xinji Energy, Bairun Holdings and Western Mining also have high shareholding ratios.

In terms of shareholding changes, the social security fund newly held 16.5529 million shares of Satellite Chemical in the second quarter, accounting for 0.49% of the shares; it also increased its holdings in Xinji Energy, Western Mining, Bairun Holdings, and Shenghong Holdings, among which Xinji Energy had the largest increase. The three social security funds increased their holdings by a total of 66.7641 million shares.

There were 5 stocks with a decrease in the number of shares held, among which Amoy Biotech had the largest decrease in the number of shares held, down 16.0964 million shares from the end of the first quarter, and the proportion of shares held in the company's outstanding shares decreased by 4.09 percentage points; Haida Group, Zoli Pharmaceuticals, Walterdyne, and Bomaike all decreased their shareholdings by more than 1 million shares. The shareholding data of Yuanxing Energy, Lihua Shares, Huafeng Aluminum, Lege Shares, and Corelink Technology remained unchanged.

In terms of performance, among the 15 stocks held by the social security fund, Haida Group has the largest net profit. The company's total operating revenue in the first half of the year was 52.296 billion yuan, a year-on-year decrease of 0.84%; the net profit attributable to the parent was 2.125 billion yuan, a year-on-year increase of 93.15%.

There are 12 stocks with year-on-year growth in net profit in the semi-annual report, with the highest increase being Lihua shares, which achieved a net profit of 575 million yuan in the first half of the year, a year-on-year increase of 197.13%. Other stocks with the highest year-on-year growth in net profit include Bomai and Zoli Pharmaceutical, which increased by 189.04% and 49.78% respectively.

In terms of market performance, the average share price of the social security fund's heavily-held stocks fell by 1.56% in the second quarter, outperforming the overall market. Yuanxing Energy, Zoli Pharmaceuticals, and Xinji Energy were the top gainers, up 26.18%, 20.57%, and 13.61%, respectively.

(This edition’s special data is provided by the Securities Times Center Database. Zhai Chao/Mapping)