社保基金连续持有67股4个季度以上
<div class="txtinfos" id="ContentBody" style="margin-top:0;"><center><img src="https://np-newspic.dfcfw.com/download/D25724161319137944740_w561h641.jpg" width="561" emheight="641" /></center><p> 随着上市公司半年报的陆续披露，机构持股动向逐渐浮出水面。社保基金作为风格稳健的长期机构投资者，其长线持有的重仓股一直备受关注。</p><p> 据证券时报·数据宝统计，截至8月20日，社保基金二季度末共现身138只个股前十大流通股东名单，其中，共有67只个股获社保基金连续持有4个季度以上。</p><p> 从持股的社保基金家数来看，21股获2家及以上社保基金持仓，其中<span id="stock_1.600176"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.600176" class="keytip" data-code="1,600176">中国巨石</a></span><span id="quote_1.600176"></span>、<span id="stock_0.000680"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.000680" class="keytip" data-code="0,000680">山推股份</a></span><span id="quote_0.000680"></span>、<span id="stock_0.002396"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.002396" class="keytip" data-code="0,002396">星网锐捷</a></span><span id="quote_0.002396"></span>均有4家社保基金持仓，截至二季度末分别持股10323.29万股、8789.34万股、3274.74万股。</p><p> 从持仓变动来看，67只连续持仓股中，社保基金持股量较一季度末增长的有25只，增幅较大的有<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/0.002396" class="em_stock_key_common" data-code="0,002396">星网锐捷</span>、<span id="stock_0.002847"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.002847" class="keytip" data-code="0,002847">盐津铺子</a></span><span id="quote_0.002847"></span>、<span id="stock_1.600256"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.600256" class="keytip" data-code="1,600256">广汇能源</a></span><span id="quote_1.600256"></span>、<span id="stock_1.601952"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.601952" class="keytip" data-code="1,601952">苏垦农发</a></span><span id="quote_1.601952"></span>等，分别为361.26%、242.82%、83.76%和69.18%；持股量下降的有33只，<span id="stock_1.603091"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.603091" class="keytip" data-code="1,603091">众鑫股份</a></span><span id="quote_1.603091"></span>、<span id="stock_1.603383"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.603383" class="keytip" data-code="1,603383">顶点软件</a></span><span id="quote_1.603383"></span>、<span id="stock_0.000915"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.000915" class="keytip" data-code="0,000915">华特达因</a></span><span id="quote_0.000915"></span>持股量降幅分别为54.57%、56.19%、62.63%；<span id="stock_1.601702"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.601702" class="keytip" data-code="1,601702">华峰铝业</a></span><span id="quote_1.601702"></span>、<span id="stock_1.688083"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.688083" class="keytip" data-code="1,688083">中望软件</a></span><span id="quote_1.688083"></span>、<span id="stock_0.000848"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.000848" class="keytip" data-code="0,000848">承德露露</a></span><span id="quote_0.000848"></span>、<span id="stock_0.300832"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.300832" class="keytip" data-code="0,300832">新产业</a></span><span id="quote_0.300832"></span>等9股持股量保持不变。</p><p> 拉长时间看，有39股获社保基金持有超过两年，<span id="stock_1.600426"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.600426" class="keytip" data-code="1,600426">华鲁恒升</a></span><span id="quote_1.600426"></span>、<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/1.600176" class="em_stock_key_common" data-code="1,600176">中国巨石</span>、<span id="stock_0.300487"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.300487" class="keytip" data-code="0,300487">蓝晓科技</a></span><span id="quote_0.300487"></span>、<span id="stock_1.600066"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.600066" class="keytip" data-code="1,600066">宇通客车</a></span><span id="quote_1.600066"></span>等11股获连续持有超6年。</p><p> 社保基金持有期限最长的是<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/1.600426" class="em_stock_key_common" data-code="1,600426">华鲁恒升</span>，自2012年四季度以来已累计持有55个季度。二季度末全国社保基金一零六组合、全国社保基金一零三组合、嘉实基金管理有限公司-社保基金16042组合，分别位列公司第三大、第六大、第十大流通股东，合计持股量7797.97万股，占流通股比例3.69%。此外，<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/1.600176" class="em_stock_key_common" data-code="1,600176">中国巨石</span>、<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/0.300487" class="em_stock_key_common" data-code="0,300487">蓝晓科技</span>、<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/1.600066" class="em_stock_key_common" data-code="1,600066">宇通客车</span>分别连续获社保基金持有38个、33个、33个季度。</p><p> 上述39只获社保基金持有超两年的个股中，<span id="stock_0.002027"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.002027" class="keytip" data-code="0,002027">分众传媒</a></span><span id="quote_0.002027"></span>、<span id="stock_1.600219"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.600219" class="keytip" data-code="1,600219">南山铝业</a></span><span id="quote_1.600219"></span>、中国巨石、<span id="stock_0.002271"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.002271" class="keytip" data-code="0,002271">东方雨虹</a></span><span id="quote_0.002271"></span>等7股持股数量居前，均超6000万股；占流通股比例超3%的有6股，包含<span id="stock_0.000534"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.000534" class="keytip" data-code="0,000534">万泽股份</a></span><span id="quote_0.000534"></span>、<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/0.000680" class="em_stock_key_common" data-code="0,000680">山推股份</span>、<span id="stock_0.300628"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.300628" class="keytip" data-code="0,300628">亿联网络</a></span><span id="quote_0.300628"></span>、<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/1.600426" class="em_stock_key_common" data-code="1,600426">华鲁恒升</span>、<span id="stock_0.000902"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.000902" class="keytip" data-code="0,000902">新洋丰</a></span><span id="quote_0.000902"></span>和<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/0.002271" class="em_stock_key_common" data-code="0,002271">东方雨虹</span>。</p><p> 从上半年业绩来看，上述39股中，净利润同比增长的有26只，增幅较大的有<span id="stock_0.000089"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.000089" class="keytip" data-code="0,000089">深圳机场</a></span><span id="quote_0.000089"></span>、中国巨石、<span id="stock_0.000975"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.000975" class="keytip" data-code="0,000975">山金国际</a></span><span id="quote_0.000975"></span>、华鲁恒升，分别同比增长135.97%、73.87%、51.43%、49.98%。</p><p> <span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/0.000089" class="em_stock_key_common" data-code="0,000089">深圳机场</span>表示，2026年上半年完成航班起降22.4万架次、旅客吞吐量3361.5万人次、货邮吞吐量98.3万吨，全国排名分别为第三、第四、第三；其中国内旅客量3044.7万人次，全国排名第二。春运期间，<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/0.000089" class="em_stock_key_common" data-code="0,000089">深圳机场</span>单日旅客吞吐量多次突破21万人次，最高达到21.6万人次，创<span id="bk_90.BK1675"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1675" class="keytip" data-code="90,BK1675">历史新高</a></span><span id="bkquote_90.BK1675"></span>。</p><p> 中国巨石表示，2026年上半年，玻纤主要下游应用领域需求增加，粗纱产品销量同比持续提升；因信息化产业迭代发展，<span id="bk_90.BK1340"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1340" class="keytip" data-code="90,BK1340">印制电路板</a></span><span id="bkquote_90.BK1340"></span>（<span id="bk_90.BK0877"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0877" class="keytip" data-code="90,BK0877">PCB</a></span><span id="bkquote_90.BK0877"></span>）需求增长，<span id="bk_90.BK1201"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1201" class="keytip" data-code="90,BK1201">电子</a></span><span id="bkquote_90.BK1201"></span>布产品供应趋紧，销量及价格提升明显。公司还披露了2026年中期利润分配预案，拟向全体股东派发现金红利总额约13.20亿元（含税）。 </p><center><atarget="_blank" href="https://dl.dfcfs.com/m/cdL8"><img src="https://np-newspic.dfcfw.com/download/D25298918823014458414_w2400h800_o.jpg" width="580" /></a></center><p class="em_media">（文章来源：证券时报）</p> <!-- 正文中部 内嵌广告 -->
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