Social security funds have increased their positions in three consecutive quarters, including pharmaceuticals and electronics in four industries

Social security funds have increased their positions in three consecutive quarters, including pharmaceuticals and electronics in four industries
Source: Securities Daily’s social security fund investment has been quite stable, relatively accurate judgment of the general trend, and its performance over the years has been relatively dazzling. Therefore, the position of social security funds has always attracted market attention. Its continuous heavy positions reflect a certain value orientation and are also personal investments.An important reference for stock selection.  ”Securities Daily” reporter based on flush (111.77 +2.16%, diagnostic stocks) statistics found that as of the end of the third quarter of last year, 293 stocks were held by the social security fund for four consecutive quarters. If the social security fund did not reduce its holdings of the above 293 stocks, it will close until January 8, 2020.The social security fund held a stock market value of 1785.30ppm, an increase of 168 over the end of the third quarter of last year.2.2 billion yuan, an increase of 10.40%.  Further statistics found that as of the close of January 8, 2020, 46 social security funds held more than 100 million yuan worth of stocks, of which Agricultural Bank of China (3.68 -0.27%, diagnosis shares) social security funds holding the largest increase in stock market value, reaching 22.5.3 billion yuan, Changchun High-tech (488.40 +0.(01%, diagnosis 北京夜网 shares) followed closely, and the social security fund’s stock market value increased by 9 during the period.1.3 billion, Sany Heavy Industry (17.08 +1.12%, diagnosis shares), Lepu Medical (35.06 +4.50%, diagnosis shares), Beijing New Building Materials (27.15 +3.27%, diagnosis shares), Hualu Hengsheng (20.68 -0.39%, consultation shares) and other 4 stocks during the period of social security funds holding stock market value of more than 500 million yuan, respectively: 7.3.5 billion, 6.8.6 billion, 6.3.6 billion and 5.8.2 billion.  In addition, including Conch Cement (53.14 +0.85% of consultations) (4.1.9 billion), Mei Nian Health (14.93 +0.88%, diagnosis of shares) (4.1.7 billion), Wanhua Chemical (55.36 +2.05%, diagnosis of shares) (3.7.7 billion), Top Group (22.20 +2.12%, diagnosis shares) (3.3.8 billion) and Sun Paper (10.09 +1.82%, diagnosis of shares) (3.04 trillion) and other internal 40 stocks during the period, the social security fund’s stock market value growth also exceeded 100 million, so that the social security fund has earned enough pockets.  Table 1: It is worth mentioning that the social security fund has a floating profit of more than 100 million since the fourth quarter of last year. It is worth mentioning that good annual report performance is expected to become an important driving force for the continuous holding of social security funds.Yang Delong, chief economist of Qianhai Open Source Fund, performed in an interview with Securities Daily reporters. The ability to analyze risks, manage risks, and seek returns from risks is the core competitiveness of investment institutions. The mining of high-performance stocks by social security funds is its coreThe expression of competitiveness.The social security fund has always been known for its stability. The stocks that it continuously increases should attract the attention of investors. Such stocks often have better performance expectations, so it is possible to expect, especially those stocks that have been increasing for several consecutive quarters are likely to own the market.The positives have not been fully recognized, and the market outlook is worth looking forward to.  Further combing the 2019 annual report performance forecast of the above 293 companies found that most of the companies had excellent performance and maintained rapid growth.Among the 38 companies that have disclosed the 2019 annual report performance forecast, 22 companies have forecasted performance, accounting for nearly 60%.Yantang Dairy (22.66 +2.72% of consultations) (270.00%), Changyuan Power (4.89 +1.03%, diagnosis shares) (194.22%) and Wanma shares (9.25 +0.00%, diagnosis shares) (100.00%) and other 3 companies are expected to double their net profit in 2019, Wingtech (93.59 +3.21%, diagnosis shares), Huiding Technology (215.10 +2.83%, diagnosis shares), triangle tires (15.51 +0.98%, diagnosis shares), Intel Group (12.48 +2.72%, diagnosis shares), Xinguodu (20.85 -1.88%, diagnosis shares), Li Anlong (38.39 +0.71%, diagnosis shares), CV shares (85.10 +0.89%, diagnosis shares), grand blasting (20.83 -0.48%, diagnosis shares), Binjiang Group (4.73 +1.28%, diagnosis shares), China Resources Sanjiu (31.75 +2.62%, diagnosis shares), China Science and Technology (49.95 +2.44%, diagnostic shares) and other companies are expected to gradually increase their net profit in 2019 by more than 50%.  More importantly, out of the above-mentioned social security fund holding positions for the fourth consecutive quarter, 34 stocks have been increased by the social security fund for the third consecutive quarter.Among them, Sany Heavy Industry, Hytera (8.95 +2.87%, diagnosis shares), Bank of Nanjing (8.76 +0.81%, diagnosis shares), Tonghua Dongbao (13.02 +2.52%, diagnosis shares), Baiyun Airport (17.18 +0.53%, diagnosis shares), Binjiang Group, CICC Gold (8.90 -6.51%, diagnosis shares), superstar technology (11.22 +1.81%, diagnosis shares), Shuanghui Development (31.41 +3.87%, diagnosis shares), Haida Group (37.48 +0.05%, diagnosis shares), Shanghai Pharmaceuticals (18.59 +1.At the end of the third quarter of 2019, the number of shares held by the Social Security Fund was over 40 million.Through statistical analysis, it was found that Nanjing Bank, CICC Gold, Tonghua Dongbao, and Sinopharm (29.93 +0.20%, diagnosis shares), Wanneng Power (4.67 +1.52%, diagnosis shares), Sany Heavy Industry and other 6 stocks have been increased by more than 5 million shares for three consecutive quarters.  Table 2: For the three consecutive quarters in which the social security fund has increased its shareholding industry characteristics, the above-mentioned 34 social security funds have increased their holdings in the three consecutive quarters, mainly in the four industries of medicine and biology, electronics, food and beverage, and chemical industry, and the number of stocks involved is respectivelyThere are 7, 5, 4, and 3.  Table 3: Industry distribution of the social security fund’s increased holdings of unit stocks for three consecutive quarters Regarding the market investment logic of the pharmaceutical biosector, Wei Yan, chief analyst of the Shanghai securities and pharmaceutical industry, said that with the deepening of structural reforms on the supply side and payment side of the pharmaceutical sectorIn the long run, the procurement of drugs and consumables will continue to drive the replacement of medical insurance funds. In the process, leading companies in generic drugs and medical consumables that have scale cost effects and technical advantages can quickly concentrate in the market.Survive in the process, and even hope to gain more shares. The reorganization policy will be transformed into practicable R & D capabilities for companies to achieve innovative transformation, promote the development of domestic innovative pharmaceutical machinery industry chains, and the performance of pharmaceutical listed companies may continue to differentiate. The recommended layout is high.Prosperous market leaders and industry leaders include innovative pharmaceutical companies with rich product lines, expanded R & D capabilities, and high-quality disease racetracks.


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