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国家队扎堆热门题材 社保增持周期蓝筹股
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Topic: 国家队扎堆热门题材 社保增持周期蓝筹股 (Read 133 times)
Maria122
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国家队扎堆热门题材 社保增持周期蓝筹股
May 02, 2017, 02:36:38 PM
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上市公司2016年年报披露结束,以中央汇金、证金公司、社保基金、公募基金、险资、qfii等为代表的主体机构调仓动向备受市场关注。从分析情况看,“国家队”代表中央汇金和证金公司正逐步布局“一带一路”等大周期主题概念股。而社保基金大举增持周期蓝筹股。
“国家队”扎堆“一带一路”等热门题材
自2015年下半年“股灾”救市以来,以汇金、证金为代表的“国家队”的调仓换股便备受市场关注,“汇金概念股”、“证金概念股”更一度被市场热捧为“王的女人”。数据显示,截至4月28日,中央汇金现身982家上市公司前十大流通股东名单,证金公司则出现在367家上市公司前十大流通股东名单中。记者分析发现,国资上市公司是其投资的重点,持股行业集中体现在金融、消费,以及国资大蓝筹领域。此外,从汇金和证金去年四季度新进个股名单看,“一带一路”等大周期热门概念股也是其布局的重点。
在汇金和证金公司持股中,金融股的持股比例稳居前列。如在持股比例居前的十家上市公司中,除了航天信息(600271)外,其余9家分别为中国银行(601988)、建设银行(601939)、农业银行(601288)、工商银行(601398)、新华保险(601336)、光大银行(601818)、北京银行(601169)、民生银行(600016)和中国平安(601318)。而在最新发布的2017年一季报中,中央汇金则继续对浦发银行(600000)、民生银行分别增持了4583万股和1.85亿股。
从中央汇金和证金公司新进个股看,“一带一路”等热门大周期主题也成为其去年四季度关注的重点。如去年四季度,中央汇金和证金公司同时现身北部湾港(000582)前十大流通股东名单。中央汇金持有北部湾港379.82万股,持股占比0.40%,证金公司持有北部湾港252.6383万股,持股占比0.26%。记者分析发现,广西北部湾港为我国沿海24个主要港口之一和“一带一路”海陆衔接的重要门户港。北部湾港在年报中表示,受益于“一带一路”政策以及国家供给侧改革,未来将给港口行业带来新的发展机遇。此外,中央汇金去年四季度新进的西安饮食(000721),也沾边“一带一路”概念。值得注意的是,中央汇金和证金去年四季度新进个股业绩也较为抢眼,如西安饮食2016年实现净利润0.12亿,同比增长137.92%。同为中央汇金去年四季度新进的天邦股份(002124),2016年实现净利润3.73亿,同比增长238.28%;如意集团,2016年实现净利润3276.79万元,同比增长76%。
社保基金大举增持周期蓝筹股
除了中央汇金和证金公司外,社保基金也被看做“国家队”的骨干力量,因其偏向中长期价值的挖掘,因此也有“市场风向标”之称。数据显示,截至4月28日,去年四季度社保基金出现在672家上市公司股东名单,新进135只个股,剔除160只个股。
记者分析发现,相较于去年三季度,去年四季度社保基金大举增持蓝筹周期股。从增持数量来看,
京东方A、中国建筑(601668)、中国铝业(601600)、河北钢铁、金隅股份(601992)、美年健康(002044)、达实智能(002421)、北新建材(000786)、铜陵有色(000630)、洛阳钼业(603993)10只个股,在去年四季度被社保基金增持股数居前,增持股数分别达到2.8亿股、1.49亿股、1.4亿股、8655万股、7968万股、6694万股、6273万股、5805万股、5460万股和5455万股。值得注意的是,在增持规模前十的个股中,
京东方A、中国建筑、中国铝业、金隅股份、铜陵有色和洛阳钼业均为社保基金四季度新进个股。
从行业分类看,社保基金持股集中于医药生物、化工、电子、机械设备、计算机、公用事业和房地产等领域。而从被剔除个股来看,申能股份(600642)、中国中冶(601618)、青岛海尔(600690)、东方航空(600115)、中化国际(600500)等个股遭遇社保基金减持规模居前,均在5000万股以上,其中申能股份、中国中冶和青岛海尔的前十大流通股股东中,已难觅社保基金的身影。
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