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during the financial reporting season, institutional shareholding trends gradually surfaced. at the end of the second quarter, the social security fund held a total of 605 stocks, of which 44 stocks had been held for more than 20 consecutive quarters.

as a long-term institutional investor with a stable style, the heavy stocks held by the social security fund in the long term have attracted attention. according to the statistics of securities times databao, as of september 3, among the companies that announced their semi-annual reports, the social security fund has appeared in the top ten circulating shareholders list of 605 companies. looking back, it was found that a total of 364 stocks were held by the social security fund for more than four consecutive quarters. among them, 211 stocks were held by the social security fund for more than two years, and 44 stocks such as oct a and zhongnan media were held by the social security fund for more than five consecutive years.

the stock with the longest holding period by the social security fund is octa, which has been held for 53 quarters since the second quarter of 2011. the latest national social security fund 413 portfolio ranks as the company's seventh largest circulating shareholder, with a total shareholding of 42.14 million shares, accounting for 0.61% of the circulating shares. other stocks with relatively long holding periods by the social security fund include central south media, hualu hengsheng, and zhongyuan media, which have been held for 50, 47, and 40 consecutive quarters respectively.

among the 44 stocks that the social security fund has held for more than five years, at the end of the second quarter, changshu bank, sun paper, and sany heavy industry ranked first in terms of holdings, with the social security fund holding 290 million shares, 173 million shares, and 136 million shares, respectively. changshu bank, kairun holdings, and jianlang hardware ranked first in terms of shareholding ratio, with shareholding ratios of 9.97%, 8.18%, and 6.65%, respectively.

in terms of position changes, among the 44 continuously heavily-weighted stocks, at the end of the second quarter, the social security fund increased its holdings in 11 stocks compared with the previous month. the stocks with the largest increase in holdings were lao feng xiang, lu tai a, and china jushi, with an increase of 55.49%, 50.09%, and 31.88% respectively. there were 17 stocks that were reduced, and the largest reductions were amoy biotech, oct a, and huachuang testing, with a decrease of 73.95%, 69.27%, and 56.25% respectively. there were 16 stocks whose holdings remained unchanged.

in terms of industries, among the 44 stocks that the social security fund has continuously held, stocks from the textile and apparel, basic chemicals, pharmaceutical and biological industries are more concentrated, with 4, 4, and 4 stocks respectively. among them, the stocks that have been continuously held in the textile and apparel industry include kairun holdings, zhou dasheng, lao fengxiang, etc. the stocks that have been continuously held in the basic chemical industry include hualu hengsheng, yangnong chemical, lanxiao technology, etc. in terms of sectors, among the stocks that the social security fund has continuously held, there are 33 on the main board and 11 on the chinext.

among the 44 stocks that the social security fund has continuously held, 21 of them have seen a year-on-year increase in net profit from the first half of the year. the ones with the highest increase in net profit are yutong bus, kairun holdings, and three squirrels. the companies' net profits in the first half of the year were 1.674 billion yuan, 248 million yuan, and 290 million yuan, respectively, with year-on-year increases of 255.84%, 230.15%, and 88.57%. there were 23 stocks with a year-on-year decrease in net profit, with tianrun dairy, jianlang hardware, and zhongsheng pharmaceutical leading the decline, with net profits down 122.18%, 62.02%, and 58.09%, respectively. from the perspective of the sustainability of performance, among the stocks that the social security fund has continuously held, three stocks have seen a year-on-year increase in net profit in the first half of the year in the past three years, including changshu bank, lanxiao technology, and huace testing. (databao)

list of stocks that the social security fund has continuously held

note: this article is a news report and does not constitute investment advice. the stock market is risky and investment should be cautious.