The list of securities firms in the second quarter came: 14 newly entered 14 shares, increased 7 shares!

Our reporter Ren Shibi entered a dense disclosure period with the semi -annual report of the listed company in 2022, and the changes in the position of securities firms have also attracted more attention from the market. Data from Flush Shun showed that as of August 8, among the 205 listed companies that have been disclosed in the half -annual report of 2022, there were 27 companies in the top ten companies in the top ten companies, and the total number of shares was 144 million shares, so as to use In the second quarter of 2022, the closing price was calculated, and the total market value of the shareholding reached 2.409 billion yuan. From the perspective of the change of the position, compared with the end of the first quarter, the brokerage firms have entered 14 stocks, increased their holdings of 7 stocks, reduced their holdings of 4 stocks, and two stocks had unchanged positions. From the perspective of the market value scale, there are nine stocks in the second quarter of 2022. At the end of the second quarter of 2022, the market value of the securities firms exceeded 100 million yuan, of which the market value of the Daquan Energy brokerage firms ranked first, reaching 499 million yuan. The market value of individual stock securities companies also exceed 200 million yuan. Compared with the data at the end of the first quarter of 2022, the securities firms held 14 stocks in the second quarter of this year, and there were 7 stocks with more than 1 million shares. Among them, Jianghe Group has the largest number of newly entrusted brokers in the second quarter of this year, with 33.6306 million shares, accounting for 2.97%of circulating shares; In the second quarter of this year, five stocks such as communications, Zhongyi Technology, Shuijingfang, and Ebison also exceeded one million brokers in the second quarter of this year. In terms of the increase in securities firms, compared with the data at the end of the first quarter of 2022, the securities firms continued to increase their warehouses in the second quarter. Thousands of shares are 4.555 million shares and 2.3052 million shares, respectively. Chen Li, chief economist of Chuancai Securities and director of the Institute of Research, said in an interview with the Securities Daily reporter, "From the perspective of the newly increased ownership varieties of securities firms, most of them belong to the company with a leading position in the segment. The moat, which has strong profitability, indicates that brokers are more inclined to value investment, and they prefer to choose companies with good fundamentals. Brokerage products are mainly concentrated in new energy, technology, consumption and other fields. First of all, the field of new energy, The industry as a whole is at a high speed. Among them, some companies in photovoltaic, wind power, and new energy vehicle industries have gradually formed technical barriers and scale advantages, and industry revenue and profits have grown rapidly. Therefore, it is favored by securities firms. , Autonomous and controllable in the industry chain is the current national strategic development direction. The industry is in the stage of high prosperity development, and the industry's profitability is strong. Third, in terms of consumer sectors, the industry's fundamentals are good Strong security margins. "In the first half of this year, the overall performance of the securities firms' positions has improved significantly. Among the above 27 companies, the 16 companies in the first half of this year have achieved a net profit increased year -on -year, accounting for nearly 60 %. Among them, the net profit attributable to the mother in the first half of 2022 doubled a year -on -year profit. Among the above 27 securities firms holding stocks, since July, 16 stock prices have risen, accounting for more than 60 %. Among them, 6 stocks including Dingjie Software, Yongan Forestry, Yashi Optoelectronics, Edison, New Tiger, and Lizhong Group have increased by more than 20%during the period, and they have performed strongly. Liu Youhua, deputy director of the Wealth Research Department of Paiwang.com, told reporters that "Brokerage investment mainly deployed from the perspective of long -term. The newly added categories in the second quarter of this year is mainly concentrated in high -profile industries such as high prosperity and reversal of difficulties. In the main direction of hotspots, the breeds of the securities firms are the leaders of the industry. The performance of the company in the first half of the year has been significantly improved. The profit has maintained a good growth momentum. List of individual stocks held by securities firms: Ren Shibi

Picture | Site Cool Hero Bao Map.com

Recommended reading

The three major stock indexes of A shares have differentiated, and the concept of CHIPET has soared by more than 5%! Institution: Market style will rotate, preferred small and medium -sized market value hidden championship

The policy measures of "guaranteeing the property" in many places are on the ground: buyers call "rest assured" practitioners hope to "expand"

- END -