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the latest holdings of pension funds are exposed: 61 new stocks entered the top ten circulating shareholders list in the second quarter

2024-09-01

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cailianshe news, september 1 (editor: li chen)as listed companies finish disclosing their 2024 semi-annual reports, pension funds’ latest heavy holdings have also surfaced. according to choice data statistics,pension funds appeared on the list of top ten shareholders of 188 stocks in the second quarter.

judging from the latest holdings, according to choice data,pension funds entered the list of top ten circulating shareholders of 61 new stocks in the second quarter.in,weixing sharessdic intelligentzhangyuan tungsten industryhuafeng aluminumandrice informationthe number of new pension fund shareholdersboth are 2

also,shield environmentsinopharm modernaccelink technologiessciyon wisdommeiya optoelectronics, shangfeng cement, feilong shares, huaguang environmental energy, yaoji technology, urban construction development, sinoma technology, yuanxing energy, mingtai aluminum, sinoceramic materials, digital china, baoti shares, soft control shares, anhui power, wall nuclear materials, sichuan chengyu, yulong shares, bohai shares, evergrande hi-tech, bairun shares, beidahuang, gaoneng environment, xinyisheng, biyinlefen, kuaiyi elevator, zhongdaan, rongsheng environmental protection, chunfeng power, shenzhen south circuit, aikodi, zhenjiang shares, 712, keshun shares, china merchants property, aili home furnishing, zhejiang mining shares, tiandi online, hanghua shares, xinhe shares, jiufeng energy, weiteng electric, lidaxin, xinchai shares, aohua endoscopy, anlu technology, dingyang technology, senhe shares, sany heavy energy, innot, zhongke lanxun, xindonglianke and eco optoelectronics all received one new shareholding from pension funds in the second quarter. the specific situation is as follows:

the main business is the research, development, manufacturing and sales of various mid-to-high-end clothing and luggage accessories.weixing shares received new holdings from pension funds in the second quarter with a market value of 404 million yuanaccording to the semi-annual report disclosed by weixing shares, the basic pension insurance fund no. 1001 and the basic pension insurance fund no. 805ranked sixth and ninth among the top ten circulating shareholders respectivelyweixing co., ltd. released its 2024 semi-annual report on august 13. during the reporting period, the company achieved operating income of 2.296 billion yuan, a year-on-year increase of 25.57%; net profit attributable to shareholders of listed companies was 416 million yuan, a year-on-year increase of 37.79%. tang jun and others from soochow securities stated in a research report released on august 18 thatweixing shares is the leading domestic clothing accessories companyin 24h1, benefiting from the release of downstream customers' demand for inventory replenishment, as well as weixing's continued expansion of new customers and increase in customer share, the company's performance achieved faster growth than expected. looking forward to the second half of the year, with the full release of customers' demand for inventory replenishment, the weak overseas consumption environment, and the increase in the base in 23h2, analysts expect the full-year performance to be high at the beginning and low at the end, but under the guidance of its own competitive advantages and internationalization strategy, the company is expected to continue to perform better than its peers.

the main business is electronic data forensics and network information security products and related servicessdic smart received new holdings from pension funds in the second quarter with a market value of 100 million yuanaccording to the semi-annual report disclosed by sdic smart, the basic pension insurance fund 16052 combination and the basic pension insurance fund 16051 combinationranked sixth and tenth among the top ten circulating shareholders respectively. guotou intelligent announced on august 23 that the company achieved operating income of 549 million yuan in the first half of the year, a year-on-year increase of 20.54%; the net loss attributable to the parent company's owners was 128 million yuan. tianfeng securities' miao xinjun said in a research report released on august 26,in the field of ai, sdic intelligent's "tianqing public security big model algorithm" has passed the deep synthesis service algorithm registration of the state internet information office, becoming the first large-model algorithm in the public security field to pass the filing in china. in the field of electronic data forensics, sdic intelligence continues to promote the research and development of domestic products, and is expected to continue to benefit from the creation of information technology in the future. in the field of big data, sdic intelligence continues to iterate the "qiankun" big data operating system (qkos), actively explores the combined application with large models, and further enhances the reuse ability and intelligence level of big data products. sdic intelligence actively deploys enterprise digital business, relying on its wholly-owned subsidiary sdic cloud network to fully promote the enterprise digital business, and clearly defines sdic cloud network as the digital business service platform of sdic group, and undertakes the digital service work of sdic group as a whole.

tungsten industry manufacturerszhangyuan tungsten industry received new holdings from pension funds in the second quarter with a market value of 67.1565 million yuanaccording to the semi-annual report disclosed by zhangyuan tungsten industry, the basic pension insurance fund portfolio 804 and the basic pension insurance fund portfolio 1206ranked fifth and seventh among the top ten circulating shareholders respectivelyzhangyuan tungsten industry released its 2024 semi-annual report on august 26. during the reporting period, the company achieved operating income of 1.814 billion yuan, a year-on-year increase of 5.23%; net profit attributable to shareholders of listed companies was 112 million yuan, a year-on-year increase of 29.86%. qiu zuxue and others from minsheng securities stated in a research report released on august 28 that zhangyuan tungsten industry, as an integrated enterprise in the domestic tungsten industry chain, has benefited from rising tungsten prices at the mining end, steadily increasing demand for cemented carbide, and broad development prospects for the blade sector. zhangyuan tungsten industry's performance is promising in the future.analysts expect zhangyuan tungsten's net profit attributable to shareholders of the parent company to be rmb 218 million, rmb 287 million, and rmb 358 million in 2024-2026 respectively.

the main business is the research and development, production and sales of aluminum foilhuafeng aluminum received new holdings from pension funds in the second quarter with a market value of 170 million yuanaccording to the semi-annual report disclosed by huafeng aluminum, the basic pension insurance fund no. 1204 and the basic pension insurance fund no. 16011ranked seventh and ninth among the top ten circulating shareholders respectivelyhuafeng aluminum announced on july 30 that it achieved operating income of 4.934 billion yuan in the first half of the year, an increase of 18.37% year-on-year; net profit of 558 million yuan, a year-on-year increase of 35.19%. qiu zuxue and others from minsheng securities stated in a research report released on august 1 that huafeng aluminum currently has two major production bases in chongqing and shanghai, with an annual production capacity of 350,000 tons, and the production capacity bottleneck is mostly concentrated in the front-end hot rolling link, which can be achieved by purchasing semi-finished aluminum ingots and other methods to release production capacity. in addition,huafeng aluminum's chongqing phase ii project with an annual output of 150,000 tons is progressing steadily and is expected to be completed and put into production in 2025, capacity expansion is guaranteed.

the main products include air traffic control automation system, etc.rice information received new holdings from pension funds in the second quarter with a market value of 124 million yuanaccording to the semi-annual report disclosed by rice, the basic pension insurance fund 16052 combination and the basic pension insurance fund 16051 combinationranked fifth and ninth among the top ten circulating shareholders respectively. on august 28, les information released its 2024 semi-annual report, which showed that the company achieved operating income of 637 million yuan in the first half of the year, a year-on-year increase of 21.02%; the net profit attributable to shareholders of the listed company was -5.4519 million yuan. liu wenshu and others from zhejiang securities stated in a research report released on august 29 that les information accelerated the development and localization of new products for air traffic control and airports.in the field of air traffic control, rice information seizes the opportunity of the construction of 8+n area control of the air traffic control bureau, speed up the core system upgrade, complete the development and testing of a number of intelligent applications; complete the test of the new air traffic control automation system information innovation platform, and conduct on-site trials in qingdao and other places to accelerate the localization process. in the field of airports, based on the "four-type airport" smart solution, laisi information continues to promote the development of core products such as large airport iis system and airport operation resource intelligent allocation system, helping to improve command and dispatch efficiency.

(li chen, cailianshe)