25 A-Share Companies Emerge From The National Team, Some Of Which Have Been Reduced And Their Shares Are Still "Bullish"

On July 30, 146 listed companies disclosed interim reports.

Among the listed companies that have been disclosed in the Chinese newspaper, 25 listed companies appear in the national team.

"The investment performance of investment institutions in the first half of the year is not known yet." Yang Delong, chief economist of Qianhai open source fund, said.

According to its analysis, in the first half of this year, consumer stocks, science and technology stocks and pharmaceutical stocks rose more, which is very consistent with the investment logic of institutions choosing to allocate Baima stocks.

National team's position route in the second quarter

With the disclosure of semi annual reports of listed companies, institutional positions in the first half of the year have also opened a veil.

The proportion of shares held by the state-owned maodui in the last half of the year has reached the highest of 2.93 billion yuan from the end of the first half of the year.

On the other hand, Shanghai Shenzhen Hong Kong stock connect (hereinafter referred to as land stock connect) increased its holdings of 5.42 million shares in Guizhou Maotai in the second quarter, with 100 million shares, accounting for 8.45% of the total share capital.

In addition, the stocks with a market value of more than 1 billion in the national team also include: Hikvision 2.454 billion yuan, Lujiazui 1.771 billion yuan and Haida group 1.066 billion yuan.

The stock prices of Guizhou Maotai, Hikvision, Lujiazui and Haida group, which are known to have a market value of more than 1 billion, rose by 33.21%, 11.53%, 5.23% and 19.25% respectively in the second quarter, while the performance in the first half of the year is quite different, which are 25.10%, - 4.96%, - 13.62% and 33.16% respectively.

It is worth noting that in the second quarter, the national team's Zhengjin company increased the position of a stock, becoming the 10th largest shareholder of Valin Xingma, increasing its holding of 3.6618 million shares, accounting for 0.66% of the circulating shares. At the end of the second quarter, the market value of the securities holding company was 30 million yuan.

Valin star horse rose 81.26% in the second quarter and 65.38% in the first half of the year.

According to the public information, Valin Xingma is an important R & D base for the production of heavy-duty trucks, heavy-duty special-purpose vehicles and spare parts in China, which is supported by the state.

In addition, China Credit Suisse - Credit Suisse fund held a total of 1372 million shares of the management team.

At the end of the second quarter, the national team held 84.786 million shares of Huafeng spandex. Among Huafeng spandex's top 10 circulating shareholders, the number of shares held by Huijin and Zhengjin of the national team remained unchanged in the second quarter.

It is worth noting that Lu shares also decreased Huafeng spandex 1665700 shares in the second quarter.

But at the same time, the well-known private equity high Yi new into Huafeng spandex, become the top ten shareholders of tradable shares.

Overall, the company increased its holdings of Huafeng spandex in the first half of the year. At the end of the second quarter, the institution held 40.65 million shares, with a market value of 449 million shares, accounting for 45.80% of the circulating shares.

Huafeng spandex shares rose 8.88% in the second quarter and fell 18.12% in the first half.

Data show that Huafeng spandex is specialized in the production, sales and technical development of spandex fiber, and is one of the largest spandex fiber manufacturing enterprises in China.

Change direction of institutional increase and decrease

According to the second quarter reports of 146 listed companies that have been disclosed, the institutions have increased their holdings of 63 stocks, reduced their holdings of 66 shares, and 17 stocks remained unchanged.

Among them, the long-term investment performance of social security fund has always been stable. Statistics from the 21st century economic report show that in the first half of the year, 19 stocks of social security fund appeared, with 8 shares increased, 6 shares unchanged and 5 shares reduced.

Increased holdings include Changxin technology, aide biology, Yunhai metal, Dongfang cable, pret, Siyuan electric, Zaisheng technology and RuiChuang micro nano.

In the first half of the year, plit, aide biological and Zaisheng technology increased by more than 70%, 79.86%, 73.23% and 71.24% respectively. In addition, Siyuan electric increased by 49% in the first half of the year, while Dongfang cable and RuiChuang micro nano increased by 34% in the first half of the year. The other two Changxin technologies were 10% and Yunhai metal was 5%.

At present, the social security fund in the first half of the year to increase the performance of individual stocks, all of which rose, and most of the increase is very high.

In addition, the social security fund reduced its holdings of Jianyou shares, shunluo electronics, Chuangyuan culture, Jinshi resources and Mike biology in the first half of the year, but all the above stocks rose in the first half and the second quarter.

In particular, Mike bio rose 110% in the second quarter.

In the first half of the year, the shares of Guizhou pharmaceutical company and insurance company increased by 56% and 25% respectively.

In addition, the insurance company reduced its holdings of Lexin technology, BaoTi and Yanggu Huatai in the first half of the year.

From the perspective of Lu stock connect, among the listed companies that have disclosed the first half of the year's report, it has appeared in 38 shares.

21 shares were increased, including Hikvision, lingyizhizao, muyuan, Hongfa, shunluo electronics, Tomson Beijian, Kangtai biology, Enhua pharmaceutical, Weixing petrochemical, Guizhou Maotai, Jianyou, Aidi precision, Aidi biology, andissu, saiteng, shijiake, Changxin technology, Shuijingfang, Gongxin, Kangchen pharmaceutical and Maiwei.

Among them, in the second quarter, the increase of two stocks held by luchengtong doubled, and Aidi precision rose by 116.65% to 105.57% of shares. Five stocks rose more than 40%, including Hongfa, Kangtai biology, Enhua pharmaceutical, saiteng and Shuijingfang.

In the first half of the year, Lucent reduced 12 shares, including Bairun, Jinshi resources, Haida group, Mike biology, humon, Jincheng pharmaceutical, Huafeng spandex, shilanwei, Xiantan, Xilinmen, Siyuan electric and Shengnong development.

Among them, the shares held by the mainland stock connect were reduced, and the growth rate of Mike biology in the second quarter reached 110%.

However, public funds have disclosed the second quarter report, and the data are complete. According to the data of Tianxiang investment consulting, among the top 5 fund stocks with heavy positions at the end of the second quarter, the heavy stock industries are mainly distributed in consumer goods and services, information technology, medicine, etc. Among them, Guizhou Maotai is held by 1109 funds, which is the largest heavy position stock of the fund.

On this basis, the fund's position adjustment and stock exchange, the fund's new stocks in the second quarter are mainly information technology, investment products, medicine and medical treatment. Ziguang national emblem and Shanghai silicon industry are the most popular. In addition, the newly increased stocks include Gehua cable, Dr. Peng, Beimo hi tech, Sanyou medical, Yituo, daily interaction, Gree real estate, Anji technology, Shanghai Jiahua, etc.

In the second quarter, the fund's share reduction was mainly concentrated in information technology, consumer goods and services, real estate, finance, medicine and other industries. Among the information technology industries, ZTE's reduced market value ranked first, with a decrease of 5431.805 million yuan from 248 fund products in the first quarter to 140 funds. In addition, more fund positions are reduced by huiding technology, Inspur information, Donghua software, Shengyi technology, etc.

In addition, the fund reduced its holdings of real estate industry Vanke A and Poly Real Estate; muyuan shares, Wen's shares, new hope, Longping high tech and Zhengbang technology in consumer goods and services; postal savings bank, Ping'an bank, industrial and commercial bank, China Construction Bank, Ping'an bank and China Taibao in consumer goods and services.

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