As A-share listed companies complete their Q1 financial report disclosures, the investment positions of long-term funds like the Social Security Fund are gradually coming to light. These funds have appeared in the top ten circulating shareholder lists of numerous A-share companies. According to the latest positioning data, the Social Security Fund entered the top ten circulating shareholder lists of 282 companies during the first quarter. Among these, Fujian Sunner Development Co.,Ltd. (002299.SZ) saw the highest number of new Social Security Fund shareholders, with three funds taking positions. Additionally, several other companies including China Merchants Energy Shipping Co.,Ltd. (601872.SH) and Yankuang Energy Group Company Limited (600188.SH) each attracted two new Social Security Fund shareholders.
Specifically, Fujian Sunner Development Co.,Ltd., which primarily engages in white-feathered broiler production and meat product processing, received approximately 700 million yuan in new Social Security Fund holdings during Q1. According to the company's Q1 disclosure, National Social Security Fund Portfolio 114, CITIC Securities Co., Ltd.-Social Security Fund 17052 Portfolio, and National Social Security Fund Portfolio 418 ranked as the fifth, sixth, and seventh largest circulating shareholders respectively. On April 22, Fujian Sunner Development Co.,Ltd. announced that its Q1 2026 revenue reached 5.162 billion yuan, a 25.46% year-over-year increase, while net profit attributable to shareholders grew 71.41% to 253 million yuan. The performance improvement was attributed to continuous optimization of breeding stock performance, significant results from lean production management, record-breaking farming production indicators, and further consolidation of comprehensive cost advantages.
China Merchants Energy Shipping Co.,Ltd., focused on maritime transportation business, obtained 967 million yuan in new Social Security Fund holdings during Q1. Its Q1 report showed National Social Security Fund Portfolio 414 and Portfolio 401 as the fifth and ninth largest circulating shareholders. On April 24, the company reported Q1 2026 revenue of 8.556 billion yuan, up 52.92% year-over-year, with net profit surging 219.31% to 2.763 billion yuan. This was primarily driven by improved tanker supply-demand dynamics and geopolitical factors pushing freight rates higher, along with a substantial rise in the dry bulk BDI index.
Yankuang Energy Group Company Limited, engaged in coal mining, sales, and coal chemical products, received 810 million yuan in new Social Security Fund holdings during Q1. Its Q1 disclosure indicated National Social Security Fund Portfolio 115 and Portfolio 414 as the seventh and eighth largest circulating shareholders. On April 28, the company announced Q1 2026 revenue of 34.589 billion yuan, a 1.83% year-over-year increase, with net profit rising 42.14% to 3.955 billion yuan. The profit growth was mainly due to the transfer of Inner Mongolia Xintai Coal Co., Ltd., which contributed 2.843 billion yuan to net profit, offsetting decreased coal product profitability.
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