With the progressive disclosure of the semi-annual report of unit a, the stock market's shareholding of the social security fund (swf) was exposed。
According to the same pattern, as at 18 august, the fund had appeared among the top 10 mobile shareholders in 118 shares, of which 35 were new, 52 were additional and 36 were reduced。
The fps has also become a target of the fund's pursuit, and the fund is now present in 12 companies。
In addition, the holding of shares in certificates and remittances has gradually surfaced, and as a whole both companies continue to “drink and take medication”。
I've got 12 originals
At present, the two-way development is the largest shareholding of the social security fund in the second quarter, of which six are co-located, holding a total of 8,913,000 shares, with a combined market value of $4. 11 billion. Of these, four of the social security funds have been able to double-swipe in the second quarter and the double-swidth development in the second quarter has increased by 20. 34 per cent, an increase of rmb 1. 23 billion over the first quarter。
In the evening of 11 august, the bi-relationship revealed a six-monthly increase of 3. 6373 billion yuan, or 42. 99 per cent, in gross operating income in the first half of 2020 and of 3. 0441 billion yuan, or 26. 74 per cent, in net profits attributable to shareholders in parent companies。
Of the new holdings of the social security fund, the wealth of the east became the new pet, and the combinations of 113, 112 and 802 were acquired simultaneously in the second quarter, with a total of 160 million shares bought, of which 113 received the largest share, reaching 63,699,000, with a combined market value of 3. 28 billion as at the end of the second quarter。
The six-monthly publication of eastern wealth on the evening of 11 august revealed a significant increase in company performance in the first half of the year, with a profit of rmb 3,338 million, or 67. 09 per cent over the same period, and a net profit of 1,809 million, or 107. 69 per cent over the same period。
In terms of shareholdings, the largest share of new equity holdings was in the 800 million-hour space, with the 118th portfolio holding 1. 5333 million shares, with a share share share of 7. 36 per cent and the first largest active shareholder. In the first half of the year, 800 million hours of space and time were spent on science and technology, representing an increase of 284 million yuan, or 38. 24 per cent over the previous year; and a net profit of 84. 49 million yuan, or 46. 9 per cent over the same period。
According to the same favourable statistics, as at 18 august, the social security fund had 12 founding units, three of which had a market value of over three, namely, hua moo-mi, suwa and bori。
In terms of market performance, the fund's new entrants have increased by an average of 22. 1 per cent since july, and this has resulted in an increase in the number of winners. In particular, the tibetan pharmaceutical industry recorded a cumulative increase of 85. 91 per cent, with the highest number of new entrants, followed by increases of 75. 95 per cent and 61. 6 per cent, respectively, in north mokoco and telecommunications。
Proof, money transfer, consumption
In addition to the social security fund, the holdings of the chinese securities finance corporation ltd. (hereinafter referred to as “the certificate”) and the central money asset management company (hereinafter referred to as “the money transfer”) of the national team “three swordsmen” are also of great market interest。
Concurrent data show that, as of 18 august, of the companies listed for the semi-annual disclosure, the money was on the list of the top 10 trading shareholders of 143 listed companies, and the money (including the management plan for chinese certified financial assets) appeared on the list of the top 10 trading shareholders of 119 companies. The principle of “drinking and taking medication” was applied by two companies in the second quarter。
In terms of the market value of the shares held in the money transfer, the largest share held was in guizhou, with 1,0787,000 shares held in guizhou by the end of june this year, representing the fifth largest shareholding, with a market value of $15. 78 billion. During the second quarter of this year, the guérée rose by 33. 7 per cent, boosting the earnings of the remittances。
The market value of the shareholdings follows the development of the shen swe medicines, eastern wealth, haeconway and double-swire, respectively, with a market value of 4. 55 billion yuan, 2. 36 billion yuan, 2 billion yuan and 1. 46 billion yuan, and more than 1. 3 billion yuan in chinese connectivity and income-generating technology。
As of the second quarter, the market value of the shares held in guizhou is as high as rmb 11. 76 billion, the market value of the shares held in hen swe medicine is $7. 34 billion, the market value of the shares held in the country is 4. 5 billion, and the market value of the shares held in chinese biology and dual exchange development is more than rmb 2. 6 billion。
In terms of warehousing, the evidence has been added to the shares of washington health, the walling horse, long rainbow and foster。
In terms of historical performance, the social security fund has been a “scrutinist” in the stock market. In 2019, the national social security fund earned more than 300 billion yuan in investment, representing an investment return of about 15. 5 per cent. At the end of 2019, cumulative investment returns amounted to rmb 12. 5 trillion, with an average annual investment return of 8. 15 per cent. Since 2010, the social security fund has had a deficit in 2018 only, with the remaining years being profitable。
In an interview with economic reporters for the twenty-first century, yang delong, former chief economist of the open source, said: “the national teams such as the social security fund, certificates, remittances, etc., are real value investments that are free from market sentiment fluctuations and can be truly cheap. Previously, when the market was depressed, the diaspora was watching, while the national team was stalling. In the a stock market, investors can only eventually win if they insist on basic research and value investments. It is often difficult to obtain a good return on investment, such as the concept of firework, the subject matter, etc. This has been better interpreted in the past three years and will continue to be confirmed in the future.”
In an interview with the fund manager of the silver fund, jabin, agreed that equity investments would certainly be subject to large capitalization and stock fluctuations. The most common cause of large-scale fluctuations is sudden macro events, such as policy changes. In addition to large-scale fluctuations, changes in industry policy, corporate sentiment, etc. Can cause stock price fluctuations. Typically, the quantitative analysis of the impact of these factors on corporate fundamentals, whether in the long term or in the short term, is typical of the process, and has already reflected much in stock prices. On the basis of this assessment, a decision is taken as to whether to stop the damage or as low as possible. This, however, presupposes that when investors buy stock, they have carefully considered its fundamentals and pricing, and that a relatively reasonable assessment can be made in a relatively short period of time if fluctuations occur. The reference to the concept of social security or securities or deposits is therefore a good investment。
