Social security fund new stocks exposure institutions get together to buy Garden biological fund cha-misao

The social security fund of new stocks exposed institutions get together to buy the garden bio – fund channel Securities Times reporter Zheng Zaojin with the listed company gradually disclosed in 2015 annual report, the social security fund in the fourth quarter of last year, the trend is gradually exposed. Statistics show that the social security fund of the last quarter of the new garden of biology, Jiuding investment, Mason technologies, wanwei and other stocks; in addition, the social security fund when the season is slightly opening the national core technology, continue to hold high Sophia, Sannuo holdings, lighten up bio related stock movements. The garden is a biological social security fund preferred shares, the company annual report in 2015 showed that 109 of the national social security fund portfolio, 112 new portfolio second, fourth shareholders of circulation, the number of shares was 3 million shares, 2 million 600 thousand shares. In addition to the social security fund, biological garden in the fourth quarter of last year was QFII, private equity, public offering funds rush to raise. In the three quarter of last year time, the biological garden of the top ten tradable shareholders, individual shareholders occupy 8 seats, but to the annual report, the top ten tradable shareholders, individual shareholders Chen Jianhua just one person; it is replaced by various agencies, in addition to the social security fund, the fourth quarter of last year, the rush to raise garden biological and Exhibition constant enjoy 1 securities investment funds, "the Central Bank of Norway – its own funds, Guotai Jinding value selection of hybrid securities investment funds, the three holds the number of outstanding shares are more than 1 million shares. Garden biological main business is the development, vitamin D3 on downstream products production and sales. Due to product prices, stocks had showed more active vitamin. Garden biological share price is also more resilient, since this year the share price has risen more than 2%, while the stock index fell more than 20%. The results, in 2015 the company achieved operating income of 151 million yuan, down 4.8%; attributable to shareholders of listed companies net profit of 12 million 70 thousand yuan, down 67.6%. XinDa is the world’s biological garden Securities believes that the vitamin D3 industry leading enterprises, scale advantages and cost advantages, have certain pricing, Future Ltd will rely on the reserve project gradually extends downstream industry chain, to create the vitamin D3 industry chain integration platform. The workshop has cholesterol production, vitamin D3 prices rose, the obvious signs of equity investment projects have been put into operation in December 2015, the performance of the company in 2016 will usher in a turning point. 109 in the fourth quarter of last year a new portfolio of social security fund investment Jiuding Jin fourth shareholders holding 2 million 970 thousand shares. The predecessor of the Zhongjiang real estate investment Jiuding, at the end of December last year was renamed. According Jiuding investment price trend, the social security fund is likely to open the word limit board Jiuding investment after the possibility of Jiancang, fukui. The results, Jiuding investment in 2015 attributable to shareholders of listed companies net profit of 286 million yuan, an increase of 279.28%. State Securities believes that the company is currently two on the market the most pure venture capital shares, has a certain scarcity. Stock prices, Jiuding investment this Tuesday trading, but this year’s decline is still close to 40%. 107 of the national social security fund portfolio.

社保基金新进个股曝光 机构扎堆买入花园生物-基金频道   证券时报记者 郑灶金  随着上市公司逐渐披露2015年年报,社保基金在去年第四季度的动向也逐渐曝光。统计显示,社保基金去年四季度新进花园生物、九鼎投资、万润科技、皖维高新等多只个股;另外,社保基金当季还小幅加仓国睿科技,继续持有高升控股,减仓索菲亚、三诺生物 相关公司股票走势 。  花园生物是社保基金较为青睐的个股,公司2015年年报显示,全国社保基金一零九组合、一一二组合新进第二、第四大流通股东,持股数量分别为300万股、260万股。  除了社保基金,花园生物在去年第四季度还遭到私募、QFII、公募基金等抢筹。在去年三季报时,花园生物的前十大流通股东中,自然人股东占据8席之多,但到了年报,前十大流通股东中,自然人股东仅剩下陈建华一人;取而代之的则是各路机构,除了上述的社保基金,去年四季度抢筹花园生物的还有展博恒享1期证券投资基金、“挪威中央银行-自有资金”、国泰金鼎价值精选混合型证券投资基金等,上述三者持有流通股数量均超过100万股。  花园生物主营业务为维生素D3上下游系列产品的研发、生产和销售。由于受产品涨价影响,维生素概念股此前表现较为活跃。花园生物股价也较为抗跌,其今年以来股价累计上涨逾2%,而同期沪指跌逾两成。业绩方面,公司2015年实现营业收入1.51亿元,同比减少4.8%;实现归属于上市公司股东的净利润1207万元,同比减少67.6%。  信达证券认为,花园生物是全球维生素D3行业龙头企业,规模优势及成本优势明显,拥有一定定价权,未来公司将依托储备项目逐渐向产业链下游延伸,打造维生素D3产业链一体化平台。目前胆固醇车间已经复产,维生素D3价格止跌小涨,基本面改善迹象明显,募投项目已于2015年12月投产,2016年公司业绩将迎来拐点。  社保基金一零九组合去年第四季度新晋九鼎投资第四大流通股东,持股297万股。  九鼎投资前身为中江地产,去年12月底才更名。结合九鼎投资股价走势,社保基金较有可能是在九鼎投资打开一字涨停板后才建仓,目前浮亏可能性大。  业绩方面,九鼎投资2015年归属于上市公司股东的净利润2.86亿元,同比大增279.28%。国金证券认为,公司目前是二级市场上最为纯正的创投股,具有一定稀缺性。股价方面,九鼎投资本周二涨停,但今年以来的跌幅仍接近四成。  全国社保基金一零七组合则在去年四季度买入1999万股皖维高新,新晋第二大流通股东,持股数量相对较多。全国社保基金四一五组合则新晋万润科技第八大流通股东,持有222万股。  兴业证券认为,万润科技由LED制造转型数字营销,持续成长可期。此外,社保基金去年第四季度小幅加仓国睿科技,全国社保基金六零一组合的持股量由309万股增至317万股。全国社保基金一零九组合对高升控股的持股量则维持不变。  此外,社保基金去年第四季度仍然持有索菲亚、三诺生物,但均有减持;其中,索菲亚被两只社保基金产品减持,全国社保基金四零四组合减持675万股,全国社保基金四一三组合减持200万股。三诺生物则被全国社保基金四零六组合减持118万股。  除了社保基金,其他国家队的动向中,中央汇金资产管理有限责任公司去年第四季度新晋长方照明、深圳惠程、三圣特材、三诺生物、美好集团、海翔药业、歌尔声学、栋梁新材、安信信托、*ST融捷等一批个股的前十大流通股东。相关的主题文章: