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98彩票网急速赛车:The latest investment trends in the five categories of "national teams" are all sorted out: Which stocks have been discarded. Which stocks are sought after?

时间:2018/4/26 19:11:25  作者:  来源:  浏览:0  评论:0
内容摘要:Social Security: There are more than one hundred new companies entering 23 stocks\u0026nbsp; Along with the disclosure of the listed company...

Social Security: There are more than one hundred new companies entering 23 stocks

\u0026nbsp; Along with the disclosure of the listed company in the first quarter of 2018, some of the social security fund's shareholding actions have surfaced. "Investment Express" reporter according to statistics, in the quarterly reports of 874 listed companies have been disclosed, social security funds have appeared in the list of 111 stock institutional investors.

Compared with the end of the fourth quarter of last year, the Social Security Fund increased its holdings of 51 stocks during the first quarter of this year. The new holdings of 23 stocks, the reduction of 30 stocks, and the holding of another 29 stocks were not maintained. change.

the number of shares, as of the end of the first quarter of the 111 companies, BOE A (68016.50 million), Xishan Coal and Electricity (15385.94 million), China Aluminum (13401.58 million), Merchants Shekou (13000.12 million), Yonghui supermarket (8451.14 million), Huaneng Power (8350.61 million), search in the special (6934.05 million), TISCO stainless (6640.46 million shares), Provincial Group 7_89456_4 6_65473_9 (6497.91 million), sea can be reached (5698.06 million), Selen Science \u0026 Technology (5379.04 million), Guoxin Securities (5047.32 million), Blonde technology (4980.23 million), The number of shares held by Fenghuo Communications (4510.38 million shares), Guangtian Group (4488.81 million shares), etc., are among the top 50 million shares.

In addition, the social security fund holds Risesun (4145.03 million), -fly Photoelectric (4078 million), Connie electromechanical (3971.70 million), EPI precision (3928 million) , Fuling mustard (3873.49 million), Nanganggufen (3723.36 million), Salubris (3409.54 million), flag foreshore Group (2799.99 million), Sofia (13,396,400 Shares), 7_89456_109_6547 3_9 Evergreen shares (1335.71 million), Bond Technology (1097.46 million), Skyworth Digital number of shares (1000.66 million) and other 46 companies in more than 10 million shares.

For example, the Social Security Fund did not hold TISCO Stainless at the end of the third quarter of last year. It held 20 million shares of the company in the fourth quarter of last year, and increased the holding of 46,430,700 shares in the first quarter of this year. In the last three quarters of TISCO Stainless, there were many funds that showed a preference for this stock. At the end of the first quarter of this year, only the National Social Security Fund 108 portfolio held new shares at the end of the fourth quarter of last year. The National Social Security Fund 108 portfolio, the National Social Security Fund 412 portfolio and the National Social Security Fund 102 portfolio also held the stock, and the National Social Security Fund 108 portfolio also increased its holdings. Since this year, TISCO Stainless has achieved more than 20% gains in contemporary Mingcheng .

Analysts believe that through the analysis of social security fund investment strategies, it is possible to predict the future trend of A shares more accurately, and follow the footsteps of social security funds may also be a sound investment strategy.

Compared with the stocks increased or held by the social security fund, the new stocks held by the social security fund are more closely watched by investors.

statistics show that the social security fund in the first quarter of this year New 23 stocks, of which the number of new entrants holds seven stocks were more than 10 million shares: Lomon Burley , River Steel shares , Aviation Electrical , Chinese nuclear power , Shun fat Sunny , HAND and Fuxing shares these seven stocks, new entrants are social security fund holds 2328.66 million shares, 2164.58 million shares, 1,999.99 million shares, 1514.42 million shares, 12.5958 million shares, 11.4553 million shares and 110.407 million shares.

It is worth noting that the Social Security Fund’s two changes in the last three quarters in the holding of Hegang Steel and China’s nuclear power have made a big difference: At the end of the third quarter of last year, the social security fund held the river. Steel shares and China's nuclear power were 34 million shares and 30 million shares; by the end of the fourth quarter of last year, the social security fund had chosen to clear the two stocks; from the number of shares held at the end of the first quarter of this year, it can be found that the social security fund chose to buy back again. Hegang Steel and China Nuclear Power.

As different social security fund portfolios are managed by different teams, this also leads to different thinking on the social security fund portfolio in stock selection. Take Hegang and China Nuclear Power as an example: Hold Hegang at the end of the third quarter of last year. The social security funds of the shares and China Nuclear Power respectively are the National Social Security Fund 414 portfolio and the National Social Security Fund 112 portfolio. Holding these two stocks at the end of the first quarter of this year all become the National Social Security Fund 407 portfolio.

In combination with the number of shareholders, Hegang has been concentrating chips for three consecutive quarters. At the end of the first quarter of this year, the number of shareholders reached 427,700, a decrease of nearly 5% from the end of last year. The company's first quarter revenue and profit both declined, mainly due to the impact of policies such as environmental restrictions on production, not only led to a decline in product output compared with the same period last year, but also increased the unit cost of products over the same period last year.

In addition, the social security fund's new shares, Hande Information (300170) was newly entered by two social security funds, which were a combination of the National Social Security Fund 116 and the National Social Security Fund 502, with a cumulative holding of 11.4553 million shares. It accounted for 1.73% of the tradable shares at the end of the quarter. It is worth mentioning that Hande's share price rose strongly in the first quarter and rose by 50%. Since the company's listing, its performance has maintained a steady growth. In 2017, operating income increased by 36% year-on-year, and net profit increased by 34%. In the first quarter of 2018, revenue and net profit increased by 32% and 27%, respectively. (Investment Express)

card Gold: New 24, prefer second-tier blue chip and brokerage

\u0026 nbsp; certificate CICC positions in the market value of over 10 billion yuan of 18 A-share listed companies, of which 8 are bank , including Bank of China (601988), China Merchants Bank (600036), Industrial and Commercial Bank (601398), Agricultural Bank of (601288), construction Bank (601939), Industrial Bank (601166) and so on.

98彩票网急速赛车:The_latest_investment_trends_in_the_five_categories_of_"national_teams"_are_all_sorted_out:_Which_stocks_have_been_discarded._Which_stocks_are_sought_after?

Securities companies A share listed company with a market value of over 10 billion yuan in holding company in the fourth quarter of 2017.

In the 18 A-share listed companies, securities companies Chinese gold (601318) positions in the market value of the maximum safe to April 24 closing price calculation, about 46.248 billion yuan, Bank of China stock positions The second largest market value was about 30.993 billion yuan.

It is worth noting that the securities company's holding stock value of Kweichow Moutai (600519) reached 11.182 billion yuan, but in the fourth quarter of 2017, the company reduced its holdings of Kweichow Moutai, with a total reduction of 3.415 million shares. The ratio dropped to 1.29%.

The 2017 annual report shows that Kweichow Moutai achieved an operating income of 58.218 billion yuan, an increase of 49.81% year-on-year; the net profit attributable to shareholders of listed companies was 27.079 billion yuan, an increase of 61.97% year-on-year.

The proportion of the tradable shares held by the company is not more than 5%, and there are 53 listed companies with more than 4%, of which, the shareholding ratio of 36 listed companies exceeds 4.5%, including Oriental Pearl (600637), . Securities (600030), GD (600,795), Shanghai construction (600,170), Commodity City (600415) and so on.

98彩票网急速赛车:The_latest_investment_trends_in_the_five_categories_of_"national_teams"_are_all_sorted_out:_Which_stocks_have_been_discarded._Which_stocks_are_sought_after?

A-share listed company with a shareholding ratio of more than 4.9% in the fourth quarter of 2017.

The highest proportion of tradable shares held by the securities company is Oriental Pearl, with a shareholding ratio of 4.99%. Judging from the change in shareholdings, in the second quarter of 2017, the company will open 818,200 shares in the Oriental Pearl, and its shareholding ratio will become 4.99%. According to the closing price of April 24, the market value of the shares of China Oriental Securities Holdings, which is owned by China Securities, is approximately RMB 2.266 billion.

Oriental Pearl revealed its annual report on the evening of April 20th. In 2017, it achieved revenue of 16.261 billion yuan, a year-on-year decrease of 16.38%; net profit of 2.237 billion yuan, a year-on-year decrease of 23.76%; earnings per share of 0.85 yuan.

Among the 313 A-share listed companies whose securities companies appeared among the top ten tradable shareholders, 24 A-share listed companies were new listings, which attracted much attention from the market.

Listed company of the top ten tradable shareholders of the Securities Company.

It is worth mentioning that there are in this 24 new entrants listed companies in four securities companies, namely China Galaxy (601,881), Sealand Securities (000750), Northeast Securities (000 686), Guosen Securities (002736), which holds tradable shares, accounted for 0.28%, 1.64%, 1.55%, and 0.75%, respectively.

Northeast Securities is also a securities listed company with the largest increase in holdings in the new list of China Securities. The 2017 annual report issued by Northeast Securities showed that the increase in revenue did not increase profits. In the same period, it achieved operating income of 4.926 billion yuan, an increase of 9.91% over the previous year. The net profit attributable to shareholders of listed companies was 667 million yuan, a decrease from the previous year. 49.28%, almost "lumbar."

In addition, second-tier blue chip gold companies also permit new entrants list, including AJ Group (600643), Chinese construction (601668), China Fortune (600340), Tian Qi Li industry (002,466) , Xishan Coal and Electricity (000983), Hegang Steel (000709) and other real estate shares and cycle stocks. Among them, the ratio of new shares held by Aijian Group is the largest, which is 4.04%.

In addition to the new entry list, from the aspect of shareholding increase, it is also possible to see the company's preference for the real estate sector and the cyclical sector. Including Beijing Urban Construction (600,266), Shandong Gold (600547), Nanshan Aluminum (600,219), Golden Group (600383), Baosteel (600019), Zijin Mining (601899), Poly Real estate (600,048), Street (000402), Lujiazui (600663), including a number of companies in the fourth quarter of 2017, the company's holdings of gold certificates surpassed 1%.

Of course, the securities company in addition to some of the A-share listed companies on the A-shares, also reduced the processing of some of the companies. In the fourth quarter of 2017, the securities companies reduced the proportion of shares held by tradable shares by 57 A-share listed companies. .

which permit a larger proportion of the gold holdings of the company's A-share listed companies, including Southwest Securities (600369), space information (600271), Shanghai Electronics (600,021), Shanghai airport (600009), Guizhou Maotai, Shanghai Port Group (600018), Hengrui Medicine (600276), etc.

The securities company has the largest shareholding in Southwest Securities, accounting for 3% of the outstanding shares. According to the annual report disclosed by Southwest Securities on the evening of March 30, the company's operating revenue in 2017 was 3.061 billion yuan, a year-on-year decrease of 15.72%; net profit was 669 million yuan, a year-on-year decrease of 27.11%. (澎湃 News)


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