社保试水中小盘减持大盘股Social security tries the pannikin in water to decrease hold grail社保試水中小盤減持大盤股

  作为A股市场中具指向性意义的“国家队”,社保资金持股动向对投资者具有重要参考价值。统计显示,截至8月12日披露半年报的93家公司前十大股东中出现社保基金。其中除了福耀玻璃、格力电器和双鹭药业等传统品种,社保资金还新进了32只重仓股,二季度继续增仓20只原来持仓股票。

  二季度社保组合多数仍是单兵作战,选股思路各不相同,只有华意压缩、华孚色纺、黄河旋风等13家公司被两只或以上社保组合持有。从持股比例看,社保基金持有各公司流通股比例多不到5%,只有新宙邦、国统股份、广东明珠等8家公司的持股比例超过其流通股本的5%。社保资金在二季度新进了32家公司,其中既有万科等老牌上市公司,也有好想你等新上市公司。社保二季度新进股中出现了不少资源类股票的身影,如辰州矿业、兰花科创、锡业股份等。从行业看,社保基金重仓的93只个股分属19行业,机械设备行业个股最多,达到17只。

  社保资金今年二季度减持的个股主要集中在传统化工、煤炭、水泥股,如三友化工、山煤国际和祁连山等。值得注意的是,部分蓝筹股也不幸成为社保资金二季度套现对象,25只遭到减持的个股中有16只属于权重股,仅招商轮船便被社保资金减持1266万股。 

  综合

下面是周竣宇翻译所得
Directivity sense has in regarding A as stock market field ” national group ” , social security capital holds a tendercy to have important and referenced value to investor. Statistic shows, up to 93 companies that will publish half annual report on August 12 social security fund appears in before 10 large stockholder. Boast besides blessing among them the traditional breed such as electric equipment of power of glass, division and industry of double aigret drug, social security capital entered 32 heavy storehouses newly still, 2 quarters continue to add a storehouse to maintained a warehouse 20 before stock.

Majority of combination of 2 quarters social security still is Chan Bing fight, choose a train of thought each are not identical, only China meaning is compressed, Hua Fu color is spun, 13 companies such as Yellow River tornado by two or above social security combines hold. From hold a scale to look, hold of social security fund each company is current scale is less than more 5% , have 8 companies such as bright phearl of share of interconnected system of Xin Zhoubang, state, Guangdong only hold a scale to exceed its 5% of current capital stock. Social security capital took 32 companies newly in 2 quarters, among them already the old brand such as 10 thousand divisions appears on the market company, also had had think you wait new appear on the market company. 2 quarters take social security newly in appeared many resource kind the form of the stock, division of mining industry of the state that be like celestial bodies, orchid is achieved, stannic estate stock. Look from the industry, 93 of heavy storehouse of social security fund cent belongs to 19 industries, mechanical equipment industry most, achieve 17.

2 quarters reduce social security capital this year hold a main concentration in traditional chemical industry, coal, cement, like 3 friend international of coal of chemical industry, hill and a surname connect hill to wait. Notable is, the part is blue chip make social security capital unfortunately also 2 quarters are covered show an object, 25 suffer those who hold decrease in 16 belong to weight only, enrol merchant ship to be decreased to hold 12.66 million by social security capital only.  

Integrated
下面是李孟芸翻译所得
  作為A股市場中具指向性意義的“國傢隊”,社保資金持股動向對投資者具有重要參考價值。統計顯示,截至8月12日披露半年報的93傢公司前十大股東中出現社保基金。其中除瞭福耀玻璃、格力電器和雙鷺藥業等傳統品種,社保資金還新進瞭32隻重倉股,二季度繼續增倉20隻原來持倉股票。

  二季度社保組合多數仍是單兵作戰,選股思路各不相同,隻有華意壓縮、華孚色紡、黃河旋風等13傢公司被兩隻或以上社保組合持有。從持股比例看,社保基金持有各公司流通股比例多不到5%,隻有新宙邦、國統股份、廣東明珠等8傢公司的持股比例超過其流通股本的5%。社保資金在二季度新進瞭32傢公司,其中既有萬科等老牌上市公司,也有好想你等新上市公司。社保二季度新進股中出現瞭不少資源類股票的身影,如辰州礦業、蘭花科創、錫業股份等。從行業看,社保基金重倉的93隻個股分屬19行業,機械設備行業個股最多,達到17隻。

  社保資金今年二季度減持的個股主要集中在傳統化工、煤炭、水泥股,如三友化工、山煤國際和祁連山等。值得註意的是,部分藍籌股也不幸成為社保資金二季度套現對象,25隻遭到減持的個股中有16隻屬於權重股,僅招商輪船便被社保資金減持1266萬股。 

  綜合

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