&Nbsp Should Be Followed By Social Security.

Flush (300033) statistics show that at the end of last year, the social security fund appeared in 97 companies, including 13 companies entering the social security fund.

Of the 97 stocks,

Fourth quarter 13 new stocks

As of yesterday, 647 companies announced the 2011 Annual Report.

according to

Reporters found that 97 companies and 16 companies are two consecutive quarters of social security fund stocks, but last quarter since the two quarter of the three consecutive quarters of the social security only the central aviation machine (002013) a single stock.

At the end of last year, most of the social security portfolios were single armed operations, and only 12 of the 000527 companies, such as Mei electric (000527), Tiandi Technology (600582), got two or more social security portfolios.

And only the middle grain grain River (600737) and the Shaanxi drum power (601369) two companies were favored by three social security funds at the end of last year.

The 110 combination of social security and the 602 social insurance portfolios were held in the three quarter of last year, and remained unchanged for the fourth quarter. The 604 social insurance portfolio was built in the fourth quarter of last year.

However, with the fall in the two quarter, COFCO Tuen River fell by 19.51% in the three quarter of last year, and the fourth quarter continued to drop 27.15%, which far exceeded the Shanghai Composite Index.

In this year's rebound, COFCO tuhe river up to now is 20.13%, surpassing the 12.34% increase in the market.

In the fourth quarter of last year, Shaanxi drum power won the 110 combination of social security and social security 604, and the social security 106 group added 4 million 640 thousand shares in the four quarter.

Shaanxi drum's performance was stronger in the second half of last year. The three and fourth quarter increased 1.64% and 2.78% respectively, but this year the stock market has been rather flat. It has not outperformed the stock market, but has only risen 1.48%.

The 9 stocks share more than 5%.

Among the social security fund holdings, only 9 companies such as New Zealand (300037) and so on.

In addition, the social security fund has a higher proportion of control of Jinbei electrician (002533) and Songcheng stock (300144), 10% and 9.35% respectively.

Of the 9 stocks with a social security fund holding more than 5% of the outstanding shares, only the two are newly entered in the four quarter of the social security fund.

At the end of last year, all the retail investors pferred by the National Social Security Fund Council held 7 million shares of Jinbei electric company and 9 million 240 thousand shares of Songcheng stock.

The social security fund holds more than 5% of tradable shares, including Wanfeng, Wei (002085), Shaanxi drum power, Guang Lian Da (002410), Han Wei Electronics (300007), Honglu steel structure (002541), Kangli elevator (002367).

In the four seasons, the power of Shaanxi drum has been greatly added to the social security fund, and the rest of the 4 other stocks except for Guang - Lian, the social security fund is not moving in the fourth quarter of last year, maintaining its configuration in the three quarter.

Good performance of small cap stocks

On the whole, the 9 stocks only have the power of Shaanxi drum from the motherboard, 5 only the small and medium-sized boards, and 3 only the gem.

From the point of view of the industry, there are 5 mechanical and instrument industries, occupying half of the country.

The total share capital of the 9 stocks is not large, and the P / E ratio is also maintained at around 20%, and the profit is relatively good.

Flush statistics show that the average share capital of these 9 companies is less than 400 million. If the power of Shaanxi drum is removed, the average share capital of the 8 companies is only 240 million.

In addition, the average price earnings ratio of the 9 stocks was only 25.87. In addition to the lowest price earnings ratio of Wanfeng (only 15.75), net profit fell last year, and the other 8 companies' net profit reached a different level year-on-year (in 2011, Wanfeng realized that the net profit attributable to shareholders of the parent company was 223 million yuan, down 8.75% over the same period last year).

Last year's net profit grew by more than 50%, while Songcheng shares, new Zhou bang and Honglu steel structures increased by more than 30%.

Overall, the average net profit growth rate of 9 companies in 2011 was close to 30%.