Social Security Fund's latest holdings revealed! New purchases and increased positions in multiple stocks. Which opportunities are worth paying attention to?

Today, after the market opened, major indices collectively showed a strong upward trend, but the Shanghai Composite Index then briefly shifted from gains to declines. In the sector performance, multiple industries were active, displaying different upward trends.

Concept stocks related to computing hardware performed strongly, and optical communication concepts continued their previous strong performance. Riscondaq hit the daily limit, showing a continuous “one” character board for two days; Changxin Bochuang rose over 10%, with Hengtong Optoelectronics, Zhongtian Technology, and others also showing notable gains. The fiber optic concept also led in gains, with Tianyi Shares hitting the limit with a 20cm increase, and Sanfu Shares, China Energy Construction, and others also hitting the daily limit.

The cultivated diamond concept surged significantly, with Yellow River Cyclone hitting the limit and achieving two consecutive limit-ups; Power Diamond rose over 7%, with Sifangda, Huifeng Diamond, and others also among the top gainers. Photovoltaic inverter concept stocks soared, with Chint Power, Shouhang New Energy hitting the limit, and Sunshine Power rising over 8%. Industrial mother machine concept stocks also performed well, with Huadong Numerical Control and Qin Chuan Machine Tool hitting the limit, and Hengjin Induction, Xintian Technology, and Central China Numerical Control among the top gainers.

Regarding new stocks, New Hengtai opened its subscription today. Its issue code is 920028, with an issue price of 9.40 yuan and a P/E ratio of 14.99 times. The total issuance is 41.09 million shares, with 36.981 million shares available online. The company focuses on the research, manufacturing, and sales of functional polymer foam materials, and is a well-known domestic supplier with large-scale production capacity for various foam materials. Its main products include chemically cross-linked polyethylene foam (PE Foam), electron beam cross-linked polyethylene foam (IXPE), and polypropylene microporous foam (MPP).

Leverage funds also showed new developments. As of March 10, the market financing balance reached 2.64 trillion yuan, an increase of 9.773 billion yuan from the previous trading day. Specifically, on March 10, 1,977 stocks received net financing inflows, with 45 stocks exceeding 100 million yuan in net buy, and 9 stocks exceeding 300 million yuan. GigaDevice led with a net buy of 469 million yuan; Xinyi Sheng and Changfei Optical Fiber followed, with net inflows of 464 million yuan and 379 million yuan respectively. Other stocks with high net financing inflows included UCloud -W, Baiwei Storage, and Dongshan Precision. Industry-wise, among stocks with net inflows over 100 million yuan, electronics, communications, and electrical equipment sectors were most concentrated, with 13, 7, and 6 stocks respectively.

The rebalancing movements of social security funds also attracted attention. Data shows that as of now, social security funds are among the top ten circulating shareholders of 10 stocks at the end of 2025, holding a total of 290 million shares with a market value of 3.935 billion yuan. In terms of changes, 4 stocks saw new holdings, 3 stocks increased holdings, 2 remained unchanged, and 1 was reduced. The stock with the highest proportion held by social security funds is *ST Songfa, with a holding ratio of 2.92%; followed by Anfu Technology with a 2.71% shareholding ratio. Other stocks with high proportions include Shanjin International, Nanshan Aluminum, and Huitong Energy. In terms of quantity, Nanshan Aluminum is the largest holder with 164 million shares; Shanjin International and Jiazhe New Energy hold 51.5058 million and 19.4548 million shares respectively.

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