社保、QFII、险资二季度加仓标的曝光！新进牛股大涨228%

中国证券报2021-08-08

截至8月6日晚，已有287家A股公司披露半年报，社保基金、QFII、保险公司等机构的持股情况逐渐浮出水面。百亚股份、锦浪科技、新亚强、诺德股份、永兴材料、艾德生物、信维通信等多家公司被两家机构联合增持。机构看重的标的，赚钱效应突出！其中，截至8月7日，锦浪科技二季度以来累计上涨227.59%%，诺德股份的同期涨幅为156.46%，永兴材料上涨100.76%。社保基金偏爱科技 Wind资讯数据...

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Comments

EricBong
2021-08-09
EricBong
好好好
Youn7276
2021-08-09
Youn7276
閱！
puah
2021-08-09
puah
Hi
Dannyang
2021-08-08
Dannyang
謹慎投資
老八公
2021-08-08
老八公
關注
Eclim
2021-08-08
Eclim
[微笑]

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New cattle stocks rose 228%","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/39ded34a20e86a614b793a7042c31fa4","symbols_score_info":{"000001.SH":0.9},"content_text":"截至8月6日晚，已有287家A股公司披露半年报，社保基金、QFII、保险公司等机构的持股情况逐渐浮出水面。百亚股份、锦浪科技、新亚强、诺德股份、永兴材料、艾德生物、信维通信等多家公司被两家机构联合增持。\n机构看重的标的，赚钱效应突出！其中，截至8月7日，锦浪科技二季度以来累计上涨227.59%%，诺德股份的同期涨幅为156.46%，永兴材料上涨100.76%。\n社保基金偏爱科技\nWind资讯数据显示，截至8月6日，社保基金成为46家上市公司的前十大流通股东。其中，厦门象屿、科尔化学、万华化学和中科创达分别被3只社保基金持有，奥特维、艾华集团、华工科技和锦浪科技分别被2只社保基金持有。社保基金持有市值最多的同样是万华化学和中科创达，分别为45.89亿元和28.81亿元。\n部分社保基金持股市值较高的个股\n\n来源：Wind\n部分社保基金持股数量较多的个股\n\n来源：Wind\n社保基金持股变动方面，二季度社保基金增持最多的公司是厦门象屿和华工科技，增持数量都超过1000万股，分别达到1724.04万股和1532.48万股。另外，锦浪科技、东方财富、鲁西化工、中科创达等9家公司在二季度被社保基金增持超过100万股。\n三安光电、福田汽车、诺德股份、中环股份、兴发集团等15家公司成为二季度社保基金新进持有的公司。\n赤峰黄金、欧普康视、万华化学等6家公司则在二季度被社保基金减持。\n社保基金新进持股情况\n\n来源：Wind\n从行业来看，社保基金在二季度增持的公司集中在电子、计算机、互联网、医药等行业，减持较多的行业为有色等。对于化工行业，社保基金出现一定的分歧，鲁西化工、利尔化学得到社保基金的增持，而万华化学则被社保基金减持，即便是对于万华化学，社保基金也持不同态度，全国社保基金103组合增持109.01万股，全国社保基金111组合增持62.68万股，而全国社保基金108组合却减持了420.38万股。\n这些被社保基金看中的个股表现如何？Wind资讯显示，二季度厦门象屿获得2.08%的涨幅，截至8月7日，7月以来厦门象屿的涨幅高达27.20%；同样，华工科技在二季度获得13.48%的涨幅，7月以来的涨幅则高达24.45%。\nQFII新进19股\nWind数据显示，截至8月7日披露的信息，共有52家上市公司二季度末前十大流通股东名单中出现了QFII机构。\n按照持股数量来看，卫星石化、东方财富、华帝股份、海大集团、拓邦股份等个股被QFII机构持股的数量较多；\n从持有市值来看，海大集团、卫星石化、迈为股份、东方财富、三棵树等个股被QFII重仓持股；\n从占流通股的比例来看，QFII机构在百亚股份、迈为股份、华帝股份、奕瑞科技、卫星石化等个股中的持有比例较高。\nQFII机构持股数量较多的个股\n\n来源：Wind\nQFII机构持股市值较高的个股\n\n来源：Wind\nQFII机构持股占流通股比例较高的个股\n\n来源：Wind\n从增减持方向来看，东方财富、信维通信、海大集团、汤臣倍健、山东海化等个股在二季度被QFII机构增持，其中在中环股份、百隆东方、金晶科技、三鑫医疗、光力科技等19只个股的流通股东名单中，有QFII机构新进。\nQFII机构新进持股情况\n\n来源：Wind\n上述新进的个股中，中环股份二季度的涨幅为36.37%，7月以来的涨幅则为27.46%；百隆东方在二季度录得24.45%的涨幅，7月以来则走势偏弱，期间上涨8.53%。\n险资进入37家公司前十大流通股名单\nWind数据显示，截至8月6日晚间，保险公司成为37家上市公司的前十大流通股东名单。其中，海晨股份被3家保险公司持有，上海钢联、图南股份等8家公司分别被2家保险公司持有。保险公司持有数量最多的是精达股份，持股1.95亿股，持有市值最多的是贵州茅台，达87.92亿元。\n保险公司持股市值较高的个股\n\n来源：Wind\n保险公司持股数量较多的个股\n\n来源：Wind\n保险公司持股变动方面，二季度保险公司增持多家公司股份，增持最多的公司是新亚强，增持180.07万股。\n诺德股份、山西焦煤等12家公司成为二季度保险公司新进持有的公司。\n保险公司新进持股情况\n\n来源：Wind\n险资的选股能力也十分突出。例如新亚强二季度涨幅高达32.21%，7月以来上涨7.85%。险资和社保基金携手新进的诺德股份，在二季度的涨幅已经高达65.71%，而二季度以来截至8月7日，更是累计上涨156.46%；永兴材料二季度以来的涨幅为100.76%。\n而同样被两家联手新进的锦浪科技在二季度上涨103.05%，二季度以来的累计涨幅已经高达227.59%，其走势可谓“旱地拔葱”。\n锦浪科技近期走势\n\n来源：Wind","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":898045573,"gmtCreate":1628465440792,"gmtModify":1703506356267,"author":{"id":"3566969517736877","authorId":"3566969517736877","authorIdStr":"3566969517736877","name":"EricBong","avatar":"https://static.tigerbbs.com/3fde094766f7e452651736b62882d9cc","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3566969517736877"},"htmlText":"好好好","listText":"好好好","text":"好好好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898045573","repostId":1140398755,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":898014285,"gmtCreate":1628458079947,"gmtModify":1703506288363,"author":{"id":"3577393549070429","authorId":"3577393549070429","authorIdStr":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577393549070429"},"htmlText":"閱！","listText":"閱！","text":"閱！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898014285","repostId":1140398755,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":898007444,"gmtCreate":1628439285588,"gmtModify":1703506250117,"author":{"id":"3571305293972802","authorId":"3571305293972802","authorIdStr":"3571305293972802","name":"puah","avatar":"https://static.tigerbbs.com/28e10f2ac6e631dd9d794c3a57c13f69","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3571305293972802"},"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898007444","repostId":1140398755,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":891785151,"gmtCreate":1628430117173,"gmtModify":1703506163088,"author":{"id":"3562385773690293","authorId":"3562385773690293","authorIdStr":"3562385773690293","name":"Dannyang","avatar":"https://static.tigerbbs.com/2f002c41dcab8d37e7e6e0a4c717e74c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3562385773690293"},"htmlText":"謹慎投資&nbsp;","listText":"謹慎投資&nbsp;","text":"謹慎投資","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891785151","repostId":1140398755,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"repo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