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Less worries about stock trading

The latest shareholding trends of the Social Security Fund are released.

AI Server Leader

Outstanding performance in the semi-annual report

Last night,Foxconn Industrial InternetThe 2024 semi-annual report was released, with operating revenue of 266.091 billion yuan, a year-on-year increase of 28.69%; net profit attributable to shareholders of the parent was 8.739 billion yuan, a year-on-year increase of 22.04%; net cash flow from operating activities was 4.811 billion yuan, a year-on-year decrease of 81.9%.Both revenue and net profit attributable to shareholders of the parent company reached record highs for the same period since the company went public.

Benefiting from the increasing demand for cloud infrastructure for applications such as generative artificial intelligence, downstream demand for AI servers has grown strongly.

In the first half of 2024,Foxconn Industrial InternetCloud computing revenue increased by 60% year-on-year, of which cloud service provider revenue accounted for 47%, an increase of 5 percentage points year-on-year; the company's AI servers accounted for 43% of the overall server revenue, and revenue increased by more than 230% year-on-year.

For the new generation of AI servers,Foxconn Industrial InternetThe company said that it has sufficient production capacity and high visibility of downstream orders. At the same time, with the rapid development of AI, North American cloud service providers have released open source models in the first half of the year. The leading cloud service providers have successively increased their annual capital expenditures, continuously increased AI-related investment, and promoted the construction of cloud infrastructure and the upgrade and expansion of data centers. During the reporting period, the company continued to consolidate its customer base and further deepened its cooperation with major global server brands.

Foxconn Industrial InternetThe stock price rose by 0.68% yesterday, and the latest market value is 412.855 billion yuan.

The social security fund's major holdings are released

As listed companies are disclosing their performance, the shareholding trends of the social security fund are worthy of attention.

According to the Securities Times Databao statistics, as of now,At the end of the second quarter, the social security fund appeared in the list of top ten circulating shareholders of 45 stocks.There were 10 new entries, 15 increases, 11 reductions, and 9 unchanged.

The total market value of the 45 stocks held by the Social Security Fund at the end of the period was 13.97 billion yuan.Wanhua Chemical, with a shareholding value of 1.682 billion yuan.Focus Media, China MobileThe social security funds' shareholding value at the end of the period ranked first, reaching 1.606 billion yuan and 1.582 billion yuan respectively.

Judging from the number of social security funds in the list of the top ten circulating shareholders,Xianle Health, Hongfa Group, Xinji EnergyThe number of social security funds is the largest, with 3 on the list.

In terms of the number of shares held, the social security fund holds the largest number of sharesFocus Media, holding a total of 265 million shares;Xinji Energy, Yuanxing Energy, Western MiningFollowing closely behind, the social security fund's shareholdings were 84.9852 million shares, 57.463 million shares, and 53.4362 million shares respectively.

In terms of shareholding ratio, the social security fund holds the largest proportion ofWalter Dyne, holdings accounted for 3.92% of the outstanding shares; followed byShenghong SharesThe social security fund holds 3.4% of the shares.Xinji Energy, Bairun Shares, Hongfa Shares, Xinyangfeng’s shareholding ratio ranks at the top, all exceeding 3%.

Social Security Fund Second Quarter

New holdings of 10 shares

In terms of shareholding changes, in the second quarter, the social security fund newly held 10 stocks.New EnergyThe number of new shareholdings was the largest, reaching 84.9852 million shares, accounting for 3.28% of the shares.Satellite Chemistry, China MobileThe number of new shares exceeded 10 million.

In terms of increase in holdings, compared with the end of the first quarter,Focus Media, Western Mining, Changhong Huayi, Taoli Bread15 stocks including 300,000 were increased by the social security fund.Focus MediaThe number of increased holdings was the largest, with the National Social Security Fund 109 portfolio and the National Social Security Fund 115 portfolio increasing their holdings by a total of 52.2251 million shares.

In terms of reduction, at the end of the second quarter, the number of shares held by the social security fund decreased in 11 stocks, includingHongfa sharesThe number of shares held by the social security fund of the company decreased the most, down 32.1983 million shares from the end of the first quarter, and the shareholding ratio decreased by 0.61 percentage points;Zoli Pharmaceuticals, Jack Holdings, Rongbai Technology, Bomaike, and Huace TestingThe number of shares held by both companies decreased by more than one million shares.

21 shares have received social security funds

Holding for 4 consecutive quarters or more

In the extended time period, the social security fund has held 21 stocks for four consecutive quarters (one year) or more. Among them, 10 stocks have been held by the social security fund for two years or more.Jack Holdings, Aide Biotech、Huati TestingThe social security fund has held positions for 5 years or more.

The stock with the longest holding period of the social security fund isJack Shares, it has been held for 24 quarters since the third quarter of 2018. The total shareholdings of the National Social Security Fund 17011 Portfolio and the National Social Security Fund 1101 Portfolio at the end of the second quarter were 12.0265 million shares, accounting for 2.54% of the outstanding shares.

Other social security funds with longer holding periods includeAmoy Biotech, Huace Testing, Yanjinpuetc., having been held for 22, 20, and 19 consecutive quarters.

Among the 21 stocks that the social security fund has held for four consecutive quarters or more, the following are the stocks with the highest shareholding ratios:Walterdyne, Shenghong Holdings, Hongfa Holdings, XinyangfengEtc., with shareholding ratios of 3.92%, 3.4%, 3.09% and 3.04% respectively.

Among the 21 stocks that the social security fund has continuously held, 19 of them have seen year-on-year growth in net profit based on their performance in the first half of the year.Datong Technology, Haida Group, Jack Holdingswait.

Statement: All information content of Databao does not constitute investment advice. The stock market is risky and investment should be cautious.

Editor: He Yu

Proofreading: Wang Wei

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