Social security fund newly entered and increased its holdings of multiple science and technology boards.

As an important capital vane in the A -share market, the shareholding and warehouse of social security funds have always paid attention to investors. Choice data shows that in the second quarter of 2022, the Social Security Fund has newly entered the science and technology board listed companies such as Lanqi Technology, Otvi, Dingyang Technology, and Rongzhi Ritain, and also increased the relevant stocks.

Specifically, Lanqi Technology (688008.SH) obtained 8.6385 million shares of the National Social Security Fund's 1414 group, accounting for 0.76%of the total share capital, and 1.6%of unlimited sales shares, ranking eighth largest circulation, ranking eighth circulation Shareholders.

Chart source: choice data

Lanqi Technology is a leading international data processing and interconnection chip design company. It is committed to providing high -performance and low -power chip solutions for cloud computing and artificial intelligence. At present, the company has two major product lines and interconnected chips. Product line and Jin catch server platform product line. Lanqi Technology achieved a total operating income of 1.927 billion yuan in the first half of the year, an increase of 166%year -on -year; the net profit attributable to mothers was 681 million yuan, an increase of 121.2%year -on -year; the earnings per share were 0.6 yuan.

In addition, the National Social Security Fund's 406th combination of 1.4983 million shares of the new Ultravi (688516.SH), accounting for 2.89%of unlimited sales shares, ranking fifth largest shareholders of circulation.

Outvi's products are mainly applied to the photovoltaic industry, the lithium battery industry, and semiconductor industry. The main product of the company is the single crystal furnace and silicon wafer sorting machine of the silicon bar of the photovoltaic industry; the combined furnace of the sintering and annealing furnace of the photovoltaic battery side (injecting); Module/PACK production line, cylindrical appearance detection equipment; semiconductor packaging link aluminum thread key machine.

In the first half of 2022, Ultravi achieved total operating income of 1.513 billion yuan, an increase of 63.93%year -on -year; net profit of home mother was 299 million yuan, an increase of 109.51%year -on -year; the basic earnings per share were 3.03 yuan.

The performance of Ultra has driven the company's stock price to rise. As of the afternoon of August 19, 2022, the market price was reported at 389.9 yuan, an increase of 2.4%, and the latest total market value was 38.5 billion yuan. In the early morning, Utiva hit a record high of 389.98 yuan, and the cumulative increase in the stock price has increased by nearly 60%since 2022.

Chart source: choice data

In addition to the new science and technology board stocks, many original stocks have also increased their holdings. Since the fourth quarter of 2020, the Social Security Fund has increased its holdings 6 times in a row. For example, in the second quarter of 2022, Berchu Electronics (688188.SH) once again obtained the number of 406 shares of the National Social Security Fund, an increase of 1.2289 million shares, accounting for an increase of 8.39%.

Chart source: choice data

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