news

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

The national team’s latest added stocks are released.

Panel faucetBOE AThe company released its 2024 semi-annual performance report yesterday evening, with operating revenue of 93.386 billion yuan, a year-on-year increase of 16.47%; net profit attributable to shareholders of the parent company was 2.284 billion yuan, a year-on-year increase of 210.41%.

In the semi-annual report, the company stated that the semiconductor display industry has continued to optimize since 2024, and BOE continues to maintain its leading position in the semiconductor display field. In terms of patents, BOE applied for more than 4,000 new patents in the first half of the year, of which more than 90% were invention patents and more than 30% were overseas patents, and its technology and product innovation capabilities have steadily improved.

In the field of LCD display,BOE's overall global display shipments and LCD display shipments in five major application areas rank first in the world.In the field of flexible displays, BOE's flexible AMOLED product shipments increased further in the first half of 2024. A number of flexible AMOLED high-end folding products were exclusively supplied to customers, and many brand-first products were created.

According to the top ten circulating shareholders disclosed by the company, Gao Yi Xiaofeng Hongyuan Collective Fund Trust Plan acquired 330 million new shares in the second quarter, accounting for 0.9% of the shares.

The list of the national team's heavily-held stocks has been revealed

According to the Securities Times Databao statistics, the national team (China Securities Finance Corporation, China Investment Corporation, SAFE's investment platform, social security funds and other institutions) appeared in the list of the top ten shareholders of 468 stocks, of which 27 stocks with a market value of over 100 billion yuan were listed, includingKweichow Moutai, PetroChina, China Mobile, Luxshare Precision, China Coal Energywait.

According to the total market value of the national team's holdings at the end of the second quarter, the top five holdings by market value are:Ping An of China, Kweichow Moutai, CRRC Corporation Limited, Midea Group, and Sinopec;There are 12 stocks with a market value of over 10 billion yuan.Ping An of ChinaThe national team held a total of 58.699 billion yuan in holdings, ranking first.

51 shares of national team holdings

The proportion increased significantly month-on-month

According to the statistics of Databao, at the end of the second quarter, the national team's holdings accounted for more than 10% of the outstanding shares in five stocks, namelyFounder Securities, Guodian Power, CRRC Corporation Limited, Ping An Insurance Group, Intech Recycling.inFounder SecuritiesIt ranks first with a holding ratio of 16.58%.

Compared with the shareholding ratio at the end of the first quarter, at the end of the second quarter, the national team's shareholding ratio increased by more than 1 percentage point month-on-month in 51 stocks, includingNova Nebula, Zhejiang Rongtai, Light Optoelectronics, Qianjin PharmaceuticalThe shareholding ratio increased by 6.05, 3.62, 3.47 and 3.15 percentage points respectively.

In the second quarter, the national team acquired 68 new shares.Shanjin International, New Steel, Longbai Group, WeixingThe number of new shares of 19 stocks includingNova Nebula, Light Optoelectronics, Qianjin Pharmaceutical, Ankerui, Weixing SharesThe national team holds the largest proportion of shares.

17 stocks with doubled performance were increased by the national team

From the perspective of market performance, among the 184 stocks that were increased or newly acquired by the national team in the second quarter,Tibet Tianlu, Dongshan Precision, Pengding HoldingsThe stock prices of have increased the most, with an increase of more than 40% since the second quarter.

In terms of performance, 61 stocks that the national team increased its holdings or newly acquired were profitable in the first half of the year and grew by more than 30% year-on-year.Weichai Power, Transsion Holdings, Hualu Hengsheng, Longbai Group, Guiguan PowerThe net profits attributable to shareholders of the parent companies ranked at the top in the first half of the year, all exceeding 1 billion yuan.

In terms of performance growth,Shanghai Airport, General Shares, Tonglian Precision, Huayi Group, Guangxi EnergyThe first-half performance of 17 stocks including these doubled year-on-year.