In the second quarter of the Social Security Fund, the list of top ten shareholders of the top ten banks became a "new favorite"

Reporter Lu Dong

With the semi -annual report disclosure, the national social security fund and the basic endowment insurance fund combination of the basic endowment insurance funds also showed a "corner" for listed banks. According to statistics from the reporter of the Securities Daily, as of the end of the second quarter, there were only three A -share listed banks in the top ten shareholders list. In the second quarter of pension groups, the list of top ten shareholders of the listed banks was still "stealth".

Although the number of A -share listed banks has reached 42, the number of social security funds in the top ten shareholders has appeared very few. In the second quarter of this year, this situation continued. The reporter sorted out the list of top ten shareholders disclosed by the A -share listed banks and found that as of the end of the second quarter, the social security fund portfolio only appeared in the top ten shareholders of Changshu Bank, Wuxi Bank, and CITIC Bank.

Over the years, Changshu Bank has been favored by the social security fund group. As of the end of the second quarter, the National Social Security Fund's 141st group and the national social security fund's one -one group appeared in the top ten shareholders list of Changshu Bank. Walking the sixth largest shareholder and the eighth largest shareholder. The above two social security funds combinations hold a total of 128 million shares, which also makes Changshu Bank still the only bank with two social security funds group settled in, and the number of shares is the largest. The reporter also found that the number of shares held by the two social security funds in the end of the second quarter remained unchanged from the end of the first quarter.

In the second quarter of this year, the Social Security Fund also did not carry out or decrease control operations on Wuxi Bank in the second quarter. As of the end of the second quarter, the National Social Security Fund's 1413 group had not changed the number of shares of the bank, and still held 24.3869 million shares. List the seventh largest shareholder of the bank.

In addition, CITIC Bank became the "new favorite" of the social security fund. Data show that the National Social Security Fund was first entered the top ten shareholders of the bank in the second quarter and became its ninth largest shareholder. As of the end of June, the number of CITIC Bank shares held by the Social Security Fund was 57.0161 million shares.

Although the number of listed banks in the combination of social security funds is small, as long -term funds, the banks they have participated in are excellent and their profitability is excellent. The semi -annual report shows that the above three banks have achieved rapid growth in the first half of the year. In the first half of this year, Wuxi Bank's net profit attributable to mothers increased by 30.27%year -on -year, ranking second in 42 listed banks; Changshu Bank's net profit increased by 20%of the net profit; The net profit of CITIC Bank increased by 12.03%in the first half of the year, second only to Ping An Bank and China Merchants Bank in the shares.

"As a long -term capital that pursues value investment, the most important condition for the National Social Security Fund for the selection of targets is to ensure the security of funds. Therefore, the choice of listed banks will also consider the continuous stability and growth of its performance." Shanghai Zhonghe Yingtai Financial Consultant will consider The chief researcher of the limited company, Lu Changshun, told the "Securities Daily" reporter that especially some high -quality local banks have greater performance growth in the first half of this year and have greater attractiveness to the social security fund combination. At the same time, due to the complicated external environment, whether bank profit and asset quality can continue to be observed, the social security fund portfolio has a decentralized layout of different industries, but it is normal for the allocation of banks to allocate banks.

"Securities Daily" reporter found that compared with the National Social Security Fund's combination holding 3 banks, the pension portfolio is more conservative. Following the fourth quarter of last year's top ten shareholders of Changshu Bank, the figure of the pension combination has never been A list of the top ten shareholders of any bank.

Lu Changshun believes that the proportion of basic endowment insurance funds investing in stocks, stock funds, and stock -type pension products has been stipulated that the total is not higher than 30%of its net asset value. careful.

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