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As the disclosure of semi-annual reports of A-share listed companies progressed in an orderly manner, changes in the position adjustment path and position layout of the National Social Security Fund gradually became clear. According to Wind statistics, as of July 31, the press release shows that among the A-share companies that have disclosed their semi-annual reports, the National Social Security Fund has a total of 7 individual shares on the list of the top ten tradable shareholders, with a total market value of about 2,003 billion yuan. Judging from changes in positions, the National Social Security Fund increased its holdings by 3, added 2, reduced its holdings by 1, and remained the same as 1. Judging from the distribution of the target industries, the overall layout of national social security funds is clearly divided into three main investment lines. The first main line is semiconductors and electronic components. According to the data, the relevant sector accounts for 58.96% of the total market value of social security fund holdings with a total market value of about 1,181 billion yuan. The second main line is new energy generation. According to the data, in this round of social security fund transfers, Guiguan Electric Power obtained a total of 26.0444 million shares from 108 portfolios of the National Social Security Fund and 110 portfolios of the National Social Security Fund, with a total market value of 229 million yuan. Guiguan Electric's revenue for the first half of the year was 5.72 billion yuan, up 37.6% year on year; net profit to mother was 1.76 billion yuan, up 48.1% year on year. The third main line is non-ferrous metal resource products. According to the data, Shengtun Mining Group Co., Ltd. received a heavy position of 26.2363 million new shares from the National Social Security Fund's 110 portfolio, with a market value of 288 million yuan. Shengtun Mining's revenue for the first half of the year was 19.264 billion yuan, up 39.56% year on year; net profit attributable to shareholders of listed companies was 1,804 billion yuan, up 71.37% year on year.

Zhitongcaijing·08/01/2026 03:17:01
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As the disclosure of semi-annual reports of A-share listed companies progressed in an orderly manner, changes in the position adjustment path and position layout of the National Social Security Fund gradually became clear. According to Wind statistics, as of July 31, the press release shows that among the A-share companies that have disclosed their semi-annual reports, the National Social Security Fund has a total of 7 individual shares on the list of the top ten tradable shareholders, with a total market value of about 2,003 billion yuan. Judging from changes in positions, the National Social Security Fund increased its holdings by 3, added 2, reduced its holdings by 1, and remained the same as 1. Judging from the distribution of the target industries, the overall layout of national social security funds is clearly divided into three main investment lines. The first main line is semiconductors and electronic components. According to the data, the relevant sector accounts for 58.96% of the total market value of social security fund holdings with a total market value of about 1,181 billion yuan. The second main line is new energy generation. According to the data, in this round of social security fund transfers, Guiguan Electric Power obtained a total of 26.0444 million shares from 108 portfolios of the National Social Security Fund and 110 portfolios of the National Social Security Fund, with a total market value of 229 million yuan. Guiguan Electric's revenue for the first half of the year was 5.72 billion yuan, up 37.6% year on year; net profit to mother was 1.76 billion yuan, up 48.1% year on year. The third main line is non-ferrous metal resource products. According to the data, Shengtun Mining Group Co., Ltd. received a heavy position of 26.2363 million new shares from the National Social Security Fund's 110 portfolio, with a market value of 288 million yuan. Shengtun Mining's revenue for the first half of the year was 19.264 billion yuan, up 39.56% year on year; net profit attributable to shareholders of listed companies was 1,804 billion yuan, up 71.37% year on year.