The path of holding shares in the pension interim report surfaced: new 10 shares and 3 shares

category:Finance
 The path of holding shares in the pension interim report surfaced: new 10 shares and 3 shares


Looking at the above-mentioned new pension stocks, it can be found that many stocks, the national team. For example, among the top ten circulation shareholders of Siyuan electric, there are Central Huijin Company, social security 105 portfolio and pension 303 portfolio.

This is related to the performance of Siyuan electric. According to the results of the China Daily News, Siyuan Electric Co., Ltd. has a good growth, with a net profit of 461 million yuan, up 139.79% year-on-year.

A number of securities companies also issued buy or increase ratings. CICC said the company had strong orders in hand, and the growth of orders was expected to accelerate in the second half of the year. In addition, the company has opened its business boundary through M & A and integration. It is expected that the companys transformer, overseas EPC, distribution network automation and other businesses will become the companys profit growth point in the future.

In addition, it is worth noting that among the new pension stocks, there are 4 science and Technology Innovation Board companies, including Lexin technology, Huafeng measurement and control, Pumen technology and China Resources micro. Among the above-mentioned stocks of science and technology innovation board, they are basically institutional hot stocks, with well-known institutions in the list of shareholders.

For example, in Lexin technology, in addition to the new pension 1204 portfolio, among the top ten circulating shareholders, Feng Lius gaoyilinshan No.1 Yuanwang fund and BAOYING transformation power flexible allocation fund are also new entrants; the other top ten circulating shareholders are also funds and other institutions.

However, as an Internet of things (IOT) MCU chip enterprise that has attracted much attention from institutions, Lexin technologys interim report performance was not satisfactory, with a net profit of 34.74 million yuan, a year-on-year decrease of 45.41%. However, according to the research paper of securities companies, the decline in performance is mainly affected by the epidemic situation and seasonal factors, and it is expected to return to high growth in the second half of the year. With regard to the situation of new private pension companies piling up, a private investor commented that at present, the pension is also entrusted with public fund investment management, and many public offering companies with experience in social security and annuity management are also pension management agencies. Although it is a relatively long-term investment philosophy, it is normal for fund managers to make similar investment path choices under the similar investment research background, which does not violate the investment rules. In fact, if you look at the white horse stocks which are booming in many industries, many social security, pension, Huijin and public offering are also clustered together. This phenomenon may be more and more in the future.

However, as an Internet of things (IOT) MCU chip enterprise that has attracted much attention from institutions, Lexin technologys interim report performance was not satisfactory, with a net profit of 34.74 million yuan, a year-on-year decrease of 45.41%. However, according to the research paper of securities companies, the decline in performance is mainly affected by the epidemic situation and seasonal factors, and it is expected to return to high growth in the second half of the year.

With regard to the situation of new private pension companies piling up, a private investor commented that at present, the pension is also entrusted with public fund investment management, and many public offering companies with experience in social security and annuity management are also pension management agencies. Although it is a relatively long-term investment philosophy, it is normal for fund managers to make similar investment path choices under the similar investment research background, which does not violate the investment rules. In fact, if you look at the white horse stocks which are booming in many industries, many social security, pension, Huijin and public offering are also clustered together. This phenomenon may be more and more in the future.