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With the disclosure of the first quarterly report of A shares in 2024, the positions of the national team (including China Securities Fund, Central Huijin, China Securities Capital Management, safe's investment platform, and China Securities customized Fund) were also revealed.
Wind statistics show that in the first quarter of 2024, the national team appeared on the list of the top ten outstanding shareholders of 284 stocks. Among them, the national team increased its holdings by 20 shares, added to the list of top 10 tradable shareholders of 3 stocks, reduced its holdings of 43 shares, and withdrew from the list of top 10 tradable shareholders of 6 stocks.
Specifically, in terms of increasing holdings, the national team increased its holdings by a total of 20 shares in the first quarter of this year, of which the proportion of shares increased by more than 1% month-on-month (compared with the 2023 annual report).
Among them, the proportion of Denghai seed industry (002041) was increased by the national team in the first quarter of this year, with an increase of 2% compared with the previous quarter.Pubpoker.06%, the latest market value of the position is 2.Pubpoker8500 million yuan.
Longzhou shares (002682), Anhui Heli (600761), Chongqing Department Store (600729), Binjiang Group (002244) and Hailan House (600398) were increased by more than 1% by the national team in the first quarter of this year. 1.51%, 1.34%, 1.18%, 1.07%, 1.05%, respectively.
North China Pharmaceutical (rights protection) (600812), Baoxin Energy (000690), Beixin Building Materials (000786), Sichuan Luqiao (600039) and other stocks, the proportion of shares held by the national team increased by more than 0.5% month-on-month in the first quarter, increasing by 0.84%, 0.70%, 0.52% and 0.51%, respectively.
In addition, in the first quarter of this year, the national team also increased its holdings in Sunshine Lighting (600261), Fuao shares (000030), Tongbao Energy (600780), World Bank (002285), overseas Chinese City A (000069), Seven Wolves (002029), SAIC (600104), Midea (000333), Oriental Pearl (600637) and Huatai Securities (601688).
In the first quarter of this year, the national team newly entered the list of the top 10 tradable shareholders of Binjiang Group, Heilan House, Beixin Building Materials and other three stocks, with the latest position market capitalization of 197 million yuan, 444 million yuan and 279 million yuan respectively.
In terms of reduction, in the first quarter of this year, the national team reduced its holdings by a total of 43 shares, of which 9 stocks were reduced by more than 1%.
Specifically, in the first quarter of this year, the national team's shareholding in Huaxia Bank (600015) decreased by 1.47%, the current shareholding ratio is 7.36%, and the latest position market value is 7.613 billion yuan.
At the same time, the national team's shareholding in Citic Securities (600030) fell by more than 1.4% in the first quarter, 1.41% month-on-month, and the latest position market value was 168.67%.
In addition, the proportion of shares held by the national team in Guanghui Energy (600256), Weining Health (300253), Xinhua Medical (600587), Lixun Precision (002475), Baotou Steel (600010), Runtu (002440) and Daqin Railway (601006) decreased by more than 1% month-on-month, by 1.32%, 1.22%, 1.19%, 1.08%, 1.07%, 1.06% and 1.05%, respectively.
In the first quarter of 2024, the national team withdrew from the top 10 tradable shareholders of six stocks, namely Guanghui Energy, Weining Health, Golden hair Technology (600143), Vanadium and Titanium shares (000629), Tianfu Energy (600509) and Yanjing Beer (000729).
On the whole, compared with the end of 2023, in terms of the latest position market value, the allocation of the top 10 heavy stocks of the national team did not change much in the first quarter of 2024, only slightly reducing the holdings of Xinhua Insurance (601336).
Specifically, the top 10 stocks with the highest market capitalization of the national team are Bank of China (601988), Industrial and Commercial Bank of China (601398), Agricultural Bank of China (601288), China International Capital Corporation (601995), Ping an of China (601318), CITIC Construction Investment (601066), Xinhua Insurance (601336), Guizhou Moutai (600519), Shenwan Hongyuan (000166) and China Shenhua (601088).
Among them, during the reporting period, only Xinhua Insurance's shareholding ratio changed, reducing by 0.38% month-on-month. Among the national team's top 15 heavy stocks by market capitalization, Midea's (000333) stake increased by 0.03% in the first quarter compared with the previous quarter.
