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          164份 揭示社保 基金动向 社保基金_www.forex21.cn

          时间:2018/4/19 12:59:04 点击:

            核心提示: 随着一季报的不断披露,作为市场风向标的社保基金一季度末的持仓情况日渐清晰,分析人士认为,通过对社保基金投资策略的分析...
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          随着一季报的不断披露,作为市场风向标的社保基金一季度末的持仓情况日渐清晰,分析人士认为,通过对社保基金投资策略的分析,可以对A股未来走势有较为准确的预判,同时,跟随社保基金脚步也不失为一种稳健的投资策略。统计数据显示,截至昨日,两市共有164家公司披露2018年一季报,其中,有22家公司前十大股东中出现社保基金身影。今日本文从社保持仓、市场表现和业绩等三方面对上述22只个股进行分析解读,供投资者参考。

            社保基金新进持有7家公司

          With the continuous disclosure of a quarterly report, the holding situation at the end of the first quarter of the social security fund, as the market vane, is becoming clearer. Analysts believe that the future trend of A shares can be more accurately predicted by the analysis of the investment strategy of the social security fund, while following the footsteps of the social security fund as a sound investment policy. Slightly. Statistics show that as of yesterday, there were 164 companies in the two cities that disclosed a quarterly report in 2018. Among them, 22 of the top ten shareholders appeared in the social security fund. Today, this article analyzes and interprets the above 22 stocks from three aspects: social security position, market performance and performance, so as to provide investors with reference.

          The social security fund has newly held 7 companies

            《证券日报》市场研究中心根据同花顺数据统计发现,截至4月18日,在已披露2018年一季报的上市公司中,有22家公司前十大流通股股东名单中出现社保基金身影。

            从持股数量来看,截至一季度末,上述22家公司中,南钢股份(3723.36万股)、信立泰(3409.54万股)、旗滨集团(2799.99万股)、索菲亚(1339.64万股)、长青股份(1335.71万股)、正邦科技(1097.46万股)、创维数字(1000.66万股)等7家公司社保基金持股数量居前,均在1000万股以上。

            此外,社保基金持有美菱电器(983.90万股)、欧普照明(733.22万股)、东睦股份(720.00万股)、当代明诚(719.98万股)、云意电气(481.95万股)、威华股份(477.54万股)、花园生物(304.71万股)、鹏翎股份(300.44万股)、久吾高科(257.60万股)、宁波韵升(233.66万股)、九华旅游(162.63万股)等11家公司股份数量也均在100万股以上,其他社保基金持有的公司还有:国泰集团、昊志机电、养元饮品、山鼎设计。

            新进增持方面,上述22家公司中,社保基金新进持有威华股份(477.54万股)、花园生物(304.71万股)、久吾高科(257.60万股)、九华旅游(162.63万股)、昊志机电(95.00万股)、养元饮品(38.84万股)、山鼎设计(18.71万股)等7家公司股票;并对南钢股份、欧普照明、旗滨集团、当代明诚等4家公司进行了增持操作,增持股份数量分别为:1976.56万股、333.82万股、200.00万股、120.00万股。

          "Securities Daily" Market Research Center, according to the data of Tong Shun data, found that as of April 18th, in the listed companies that had disclosed the 2018 quarterly report, there were 22 companies in the top ten list of shareholders of the social security fund.

          From the number of shares, as of the end of the first quarter, the 22 companies, Nangang (37 million 233 thousand and 600 shares), littl (34 million 95 thousand and 400 shares), flag Bank Group (27 million 999 thousand and 900 shares), Sophia (13 million 396 thousand and 400 shares), Changqing (13 million 357 thousand and 100 shares), Zheng bang technology (10 million 974 thousand and 600), and SKYWORTH digital (10 million 6 thousand and 600) The number of social security funds held by 7 companies ranks above 10 million shares.

          In addition, the social security fund holds MeiLing electric (9 million 839 thousand shares), OPPLE lighting (7 million 332 thousand and 200 shares), East good shares (7 million 200 thousand shares), contemporary Ming Cheng (7 million 199 thousand and 800 shares), Yun Yi electric (4 million 819 thousand and 500 shares), Weihua shares (4 million 775 thousand and 400 shares), garden creature (3 million 47 thousand and 100 shares), Peng Ling shares (3 million 4 thousand and 400 shares), and Chang Wu. The number of shares in 11 companies, such as high science (2 million 576 thousand shares), Ningbo rhyme (2 million 336 thousand and 600 shares) and Jiuhua tourism (1 million 626 thousand and 300 shares), are also above 1 million shares. Other social security funds hold companies including Cathay group, Hao Zhi Mechatronics, nourishing yuan drinks and mountain Ding design.

          In the new increase, among the 22 companies, the social security fund has newly held the Weihua shares (4 million 775 thousand and 400 shares), garden Biology (3 million 47 thousand and 100 shares), Jiuwu high science (2 million 576 thousand), Jiuhua tourism (1 million 626 thousand and 300 shares), Hao Zhi Mechatronics (950 thousand shares), Yangyuan drinks (388 thousand and 400 shares), mountain Ding design (187 thousand and 100 shares) and so on 7. The stock of the company has been added to 4 companies such as Nanang, OPPLE lighting, flag bank group and contemporary Ming Cheng. The number of additional shares is 19 million 765 thousand and 600 shares, 3 million 338 thousand and 200 shares, 2 million shares and 1 million 200 thousand shares respectively.

            机构扎堆推荐4只个股

            《证券日报》市场研究中心根据同花顺数据统计发现,4月份以来,大盘累计下跌2.45个百分点,个股分化较为明显,上述社保基金持有的22只个股也普遍出现调整。

            具体来看,4月份以来,山鼎设计、久吾高科、威华股份、宁波韵升等4只个股期间累计跌幅均超10%,与之相对的是,9只个股跑赢大盘强势凸显,其中,次新股养元饮品期间累计涨幅为24.61%,欧普照明(9.69%)、当代明诚(6.85%)、国泰集团(4.43%)、南钢股份(2.97%)、东睦股份(1.93%)等5只个股也出现不同程度的上涨。

            资金流向方面,4月份以来,索菲亚(10165.94万元)、养元饮品(10105.81万

            元)、南钢股份(4407.86万元)、国泰集团(1399.17万元)、美菱电器(700.15万元)、东睦股份(128.92万元)等6只个股期间均获大单资金认可,合计大单资金净流入26907.84万元。

            值得一提的是,在当前市场震荡明显的背景下,上述社保基金持有的个股虽然市场表现平平,但仍获得券商普遍看好,近30日内,19只个股获券商给予“买入”或“增持”等推荐评级,其中,索菲亚(21家)、旗滨集团(17家)、信立泰(14家)、东睦股份(12家)等4只个股机构看好评级家数均在10家以上。

          4 stocks are recommended by institutions

          According to the statistics of Tong Shun data, the Securities Daily Market Research Center has found that since April, the market has fallen by 2.45 percentage points, and the differentiation of the shares is more obvious. The 22 stocks held by the social security fund have also been generally adjusted.

          In particular, since April, Shan Ding design, kudu, Weihua shares, Ningbo rhyme, and other 4 stocks have fallen over 10%. In contrast, 9 stocks run out of a strong market. Among them, the cumulative increase in the secondary stock yuan drinks is 24.61%, OPPLE lighting (9.69%), and contemporary sincerity (6.85%). Cathay Pacific Group (4.43%), Nangang shares (2.97%), Dong Mu share (1.93%) and other 5 stocks also rose to varying degrees.

          Capital flows, since April, Sophia (101 million 659 thousand and 400 yuan), Yuan Yuan drinks (101 million 58 thousand and 100

          Yuan), Nanang Steel shares (44 million 78 thousand and 600 yuan), Guotai group (13 million 991 thousand and 700 yuan), MeiLing electric appliance (7 million 1 thousand and 500 yuan), East good stock (1 million 289 thousand and 200 yuan) and other 6 stocks were approved by a large single fund, the total amount of funds in the total net inflow of 269 million 78 thousand and 400 yuan.

          It is worth mentioning that, in the context of the current market shock, the shares held by the social security fund, although the market performance is flat, are still generally favored by the securities dealers. In the near 30 days, 19 stocks have been awarded "buy" or "increase" by securities dealers, including Sophia (21) and flag Bank Group (17). Salubris (14), NBTM (12) 4 stock rating agencies promising number were more than 10.

            对于索菲亚,中银国际证券表示,公司各品类渠道扩展迅速,规模效应增强,毛利率提升,衣柜客单价持续高增长,厨柜业务亏损幅度减少,木门业务稳步前行,预计公司2018年至2020年每股收益分别为1.32元、1.79元、2.30元,维持“买入”评级。除中银国际证券外,长城证券、天风证券、广发证券、东北证券等券商也均对其后市投资机会表示看好。

            16家公司一季报净利润同比增长

            《证券日报》市场研究中心根据同花顺数据统计发现,截至4月18日,在社保基金持有的22家公司中,有16家公司一季度净利润实现同比增长,占比72.73%。

          For Sophia, China Silver International Securities said that the company has expanded rapidly, increased the scale effect, increased the gross profit rate, continued high growth in the unit price of wardrobe, reduced the loss of kitchen cabinet business, and steadily moved forward. The earnings of the company are expected to be 1.32 yuan, 1.79 yuan, and 2.30 yuan per share from 2018 to 2020, respectively. "Buy" rating. In addition to BOC securities, the Great Wall securities, Tianfeng securities, GF Securities, Northeast Securities and other brokerages are also optimistic about the subsequent investment opportunities.

          16 companies have a quarterly net profit increase over the same period

          According to the statistics of Tong Shun data, the market research center of Securities Daily found that as of April 18th, 16 of the 22 companies held by the social security fund had achieved a year-on-year increase in net profit, accounting for 72.73%.

            具体来看,当代明诚(21197.04%)、花园生物(493.55%)、山鼎设计(144.08%)、威华股份(133.36%)、创维数字(119.01%)等公司一季度净利润同比增长超100%,南钢股份(83.62%)、养元饮品(80.25%)、长青股份(48.78%)、国泰集团(46.84%)、欧普照明(42.20%)等公司一季度净利润同比增长也均在40%以上。In particular, contemporary (21197.04%), garden Biology (493.55%), mountain Ding design (144.08%), Weihua shares (133.36%), SKYWORTH digital (119.01%) and other companies have increased over 100% year-on-year net profits, South Steel shares (83.62%), Yangyuan drinks (80.25%), Changqing stock (48.78%), and Cathay group. 46.84%), OPPLE lighting (42.20%) and other companies in the first quarter net profit growth is also above 40%.

            当代明诚2018年一季报披露显示,公司2018年1月份至3月份实现营业收入2.89亿元,同比增长265%;传媒行业平均营业收入增长率为12.04%;归属于上市公司股东的净利润5506.36万元,同比增长21197.04%,传媒行业平均净利润增长率为16.37%,公司每股收益为0.11元。对此,公司表示,报告期内公司全资子公司双刃剑香港关于2018年俄罗斯世界杯亚洲区独家市场销售代理工作已正式开始,并同时开启了2018年俄罗斯世界杯相关衍生品的推广工作,该工作的开展有望对公司未来的业绩产生持续积极的影响。上年同期归属于上市公司股东的净利润及归属于上市公司股东的扣除非经常性损益的净利润基数较小,使得同比增幅较大。The disclosure of a contemporary 2018 quarterly report shows that the company achieved 289 million yuan from January to March in 2018, up 265% from the same year, the average growth rate of the media industry was 12.04%, the net profit attributable to the shareholders of listed companies was 55 million 63 thousand and 600 yuan, 21197.04% and the average net profit growth rate of 16.37% in the media industry was 16.37%. The earnings per share of the company are 0.11 yuan per share. In this regard, the company said that in the reporting period, the company's double edged sword, Hongkong's sole marketing agency for the Asian region of Russia in 2018, has officially started, and opened the promotion of the Russian World Cup related derivatives in 2018. The work is expected to continue to produce a continuous product of the company's future performance. The great influence. The net profit attributable to shareholders of Listed Companies in the same period of the same year and the net profit base of non recurrent profit and loss attributable to the shareholders of listed companies made a larger increase in the same period.

            值得一提的是,上述22家公司中,有13家公司实现2017年年报、2018年一季报净利润双增长,南钢股份、花园生物、东睦股份、长青股份、旗滨集团、索菲亚、欧普照明、威华股份等8家公司2017年年报、2018年一季报净利润同比增幅均在两位数以上。其中,花园生物最为典型,2017年年报净利润同比增幅达到197.91%,2018年一季报净利润同比增幅达到493.55%。It is worth mentioning that, of the above 22 companies, 13 companies achieved double growth in 2017 annual report and 2018 quarterly report net profit, and 8 companies, such as Nansteel shares, garden biology, East good stock, Changqing stock, flag bank group, Sophia, OPPLE lighting, Weihua shares, etc., 2017 Annual Report and 2018 quarterly net profit increase It is above two digits. Among them, garden life is the most typical. In 2017, the net profit of the annual report increased by 197.91% over the same period. In 2018, the quarterly net profit increased by 493.55% over the same period.

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