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Cailianshe News, August 11 (Editor: Li Chen)As the semi-annual reports of listed companies are disclosed one after another, many social security funds have made frequent layout moves. Choice data shows that as of 3 pm today, a total of 262 Shanghai and Shenzhen listed companies have disclosed their 2024 semi-annual reports.According to the list of the top ten shareholders disclosed by these listed companies, social security funds appeared in 37 companies.。

According to the latest holdings, Wind data shows that the Social Security Fund has newly entered the list of top ten shareholders of 11 stocks.Xinji Energy has the largest number of new social security fund shareholders, reaching threeIn addition, the number of new social security fund holdings in 10 listed companies including Satellite Chemical, Kain Technology, Ganyuan Food, China Mobile, Yanjin Shop, Hytera, TCL Smart Home, Changbaishan, Best and Baiya Shares has reached 1. The specific situation is as follows:

Specifically, the company mainly engages in energy projects such as coal mining, coal washing and thermal power generation.Xinji Energy received new holdings from the social security fund in the second quarter with a market value of 829 million yuanAccording to the semi-annual report released by Xinji Energy,National Social Security Fund 406, National Social Security Fund 504 and GF Fund Management Co., Ltd.-Social Security Fund 420 ranked fifth, eighth and tenth among the top ten circulating shareholders respectively.. Xinji Energy released its semi-annual report on July 30, with operating income of 5.985 billion yuan in the first half of the year, a year-on-year decrease of 4.40%; net profit of 1.176 billion yuan, a year-on-year decrease of 10.11%. Zhang Xucheng of Kaiyuan Securities said in a research report released on August 1 that in the face of market coal price fluctuations in the first half of the year, Xinji Energy achieved relatively stable performance with a high proportion of long-term coal contracts and coal-electricity integration. Looking ahead to the second half of 2024, coal prices still have the advantage of meeting the peak winter demand, marginal relaxation of Anhui safety supervision will lead to the recovery of production and sales, the peak power consumption in the second half of the year may increase compared with the first half of the year, and the second phase of Lixin Power Plant will contribute to profit growth.

Its main business is communication and information servicesChina Mobile's newly increased holdings from the social security fund in the second quarter reached 1.582 billion yuanAccording to the semi-annual report released by China Mobile,The National Social Security Fund 101 portfolio ranks tenth among the top ten circulating shareholders. China Mobile announced on August 8 that its net profit in the first half of the year was 80.2 billion yuan, a year-on-year increase of 5.3%. In a research report released on August 9, Zhang Jianmin of Zheshang Securities stated that China Mobile guided for a net increase of 80 million 5G network users throughout the year, and mobile ARPU remained stable. With the accelerated popularization of 5G network terminals, the penetration rate of 5G networks is expected to continue to increase. At the same time, the company further strengthened the value retention of mid-to-high-end customers, integrated and expanded the "connection + application + equity" business, and deepened the scale value operation, which will help to keep mobile ARPU stable.

The largest acrylic acid manufacturer in ChinaSatellite Chemicals received new holdings from the Social Security Fund worth RMB 298 million during the same periodAccording to the semi-annual report released by Satellite Chemistry,National Social Security Fund 101 Portfolio ranked tenth among the top ten circulating shareholdersSatellite Chemical released its semi-annual report on July 17, with a net profit attributable to shareholders of RMB 2.056 billion in the first half of the year, a year-on-year increase of 12.51%. Satellite Chemical announced on July 22 that on July 19, the company's "Green New Process for the Preparation of 1-Butene by Highly Selective Dimerization of Ethylene" scientific and technological achievements successfully passed the results evaluation meeting organized by the China Petroleum and Chemical Industry Federation in Beijing. The evaluation committee, composed of 7 experts including Han Buxing, an academician of the Chinese Academy of Sciences and a researcher at the Institute of Chemistry of the Chinese Academy of Sciences, and Zhang Liqun, an academician of the Chinese Academy of Engineering and president of Xi'an Jiaotong University, conducted a pilot test of the high-purity 1-butene technology developed by Satellite Chemical.

According to the semi-annual report disclosed by Ganyuan Food, whose main business is the production of snack foods,The National Social Security Fund 117 portfolio ranks sixth among the top ten circulating shareholdersGanyuan Food released its semi-annual report on August 2, with net profit attributable to shareholders of the listed company reaching 167 million yuan in the first half of the year, up 39.26% year-on-year. According to the semi-annual report released by Yanjinpu, whose main business is the research and development of small-category snack foods,The National Social Security Fund 413 portfolio ranks tenth among the top ten circulating shareholders. Yanjin Shop released its semi-annual report on August 8, with a net profit of 319 million yuan attributable to shareholders of the listed company in the first half of the year, a year-on-year increase of 30%. According to the semi-annual report disclosed by Hytera, a major global professional wireless communication equipment provider, Penghua Fund Management Co., Ltd.-Social Security Fund 1804 Portfolio ranked ninth among the top ten circulating shareholders. Hytera released its semi-annual report on August 6, with a net profit of 162 million yuan attributable to the parent company's owners in the first half of the year, a year-on-year increase of 109.79%.

According to the semi-annual report released by TCL Smart Home, which mainly produces household refrigerators, freezers and washing machines,The National Social Security Fund 110 portfolio ranks eighth among the top ten circulating shareholdersTCL Smart Home released its semi-annual report on August 7, with net profit attributable to the parent company's owners reaching 559 million yuan in the first half of the year, up 32.65% year-on-year.The National Social Security Fund 602 portfolio ranks fifth among the top ten circulating shareholdersChangbaishan released its semi-annual report on August 7, with net profit attributable to the parent company's owners of 21.033 million yuan in the first half of the year, a year-on-year increase of 71.7%. According to the semi-annual report disclosed by Best, whose main business is various precision parts business,The National Social Security Fund 403 portfolio ranks seventh among the top ten circulating shareholders. Best announced on August 7 that its net profit in the first half of the year was 144 million yuan, a year-on-year increase of 10.86% (after adjustment). According to the semi-annual report disclosed by Kain Technology, a high-tech biopharmaceutical company in the field of viruses and immune diseases, E Fund Management Co., Ltd.-Social Security Fund 17042 portfolio ranked sixth among the top ten circulating shareholders. According to the semi-annual report disclosed by Baiya Shares, whose main business is the research and development of disposable personal hygiene products, the National Social Security Fund 404 portfolio ranked ninth among the top ten circulating shareholders.