Southwest securities (600,369, unit) that the bullish cycle industries of social security fund investment strategy is clear. New stock 101 in the first quarter social security funds only after three consecutive quarterly increase, a certain reduction in the first quarter of this year. Recommended reading
· field internal debt base was crazy sold · a a losses instance of analysis Fund nuggets medical device plate fund recommendations avoiding strong cycle industry mountain Xia Lake large shareholders take Wang yawei Dongfeng sets are 69 only qianwanji Fund invisible heavy warehouse unit revealing new Diego are QDII Fund ushered in "second spring" private equity May jiancang wishes strong [registration] listen to Wen Guoqing taught you copy end opportunity according to Southwest securities statistics, this year first quarter, social security fund was included Qian ten circulation unit shareholders of holding market total for 39.925 billion yuan, than 2010 fourth quarter of 42.732 billion yuan reduced 2.807 billion yuan, reduced range for 6.57%, but still for history times high level.
Shanghai composite index, taking into account the 4.27% per cent in the first quarter, signs of a certain social security fund jiancang. According to the number of shares held by the social security fund in the first quarter only for 283, new shares of up to 101, of the total number of shares held by 35.69%. To increase its stake in the number of shares in the first quarter to 45, 15.9%, is balanced number of shares increased to 59, 20.8%, for the highest level in history.
Visible in the first quarter social security funds for a massive transfer of cartridge. For two consecutive years to social security funds in recent years, especially loving the cartridge mechanical unit machinery equipment industry, Southwest securities report shows Social Security Fund to maintain first place in the machinery and equipment is already 9 consecutive quarter.
Held by the social security fund in the first quarter 61 in machinery and equipment stocks, and a number of new mechanical unit in the first quarter, including new Gold Cup electricians (002533, unit), Kyushu electric, Beijing Rui (002350, unit), xinshida (002527, unit), boss electrical appliance (002508, unit).
In addition, the social security fund metal and Nonmetal industries have also been significantly overweight in the first quarter, holding 26 listed companies in the industry, 3 more than the last quarter of 2010; position is 4.434 billion yuan in the market value, $ 1.248 billion increase over the last quarter of 2010, an increase of 39.17%. 6 only heavy warehouse unit in second quarter profit Southwest securities report display, first quarter social security fund holding market larger of Qian ten home listed company, respectively is special variable electrical (600,089, unit 's), and gree electrical (000651, unit 's), and deep development (000001, unit 's)-a, and Nanshan aluminum industry (600,219, unit 's), and large Qin Railway (601,006, unit 's), and us of electrical (000527, unit 's), and Fu Yiu glass (600,660, unit 's), and double Heron drug industry (002038, unit 's), and iron Dragon logistics (600,125, unit 's), and Qingdao Beer (600,600, unit 's). Judging from the current share price, 6 heavy stocks only make positive benefits in social security funds in the second quarter. In addition, holding 10 stocks before the highest proportion of shares in circulation control plate proportion are in 7% above. And compared to the last quarter of 2010, never too technology (002326, unit), Lisi Chen (300,010, unit), laobaigan (600,559, unit), pientzehuang (600,436, unit), Cheng Yun shares (300,090 shares), Winbond pharmaceutical (002004, unit) a total of 6 stocks maintained "top ten" position. But judging from the current share price performance, only 4 units are benefits in social security funds in the second quarter.
