Medical network May 23 - the social security fund, according to the latest figures released in 2016, under the condition of the domestic stock market fell sharply, social security fund investment of 31.318 billion yuan, total yield of 1.70%, among them, the realized gains 90.588 billion yuan, the yield of 5.38%. Thus, the social security fund has won the a-share market in the same period. 

 

Reporters found, according to a quarterly reports of listed companies, 654 companies in the top ten shareholders of shares outstanding of the social security fund, among them, the social security fund new 103 companies in the first quarter, adding 172 companies. 

 

In concrete terms, new stocks, the social security fund is the most bullish on China chemical holdings of nearly 65 million shares, ranked first, followed by the petrochemical oil suits, China stone, far from the sea salt lake in the shares, control, nanshan aluminum, just Thai holdings, Harbin pharmaceutical co, tangshan port, long ping high-tech. 

 

Overweight, the largest number of stocks in the national social security fund to increase for A boe, increase the number of 300 million shares, in addition, the zijin mining group, shanxi coal, yong hui supermarket, gree electric appliances, such as changan automobile stocks also get the favour of the social security fund, to increase the number in more than 30 million shares. 

 

From the social security fund in the first quarter orientation and its industry, biological medicine into the social security fund's favourite, the stocks held by the 30, as most stocks held by the industry. Among them, the health of the United States became the largest number of pharmaceutical biotech stocks in the first quarter, adding up to 310.2 million shares. It was followed by shares of Harbin pharmaceutical, with a new 2559.19 million shares. It was also new in the first quarter, with 152.24 million shares. 

 

The increase in industrial capital is also a sign. Since may, more than 10 pharmaceutical companies have announced and implemented an increase in stakes in listed companies. , wide hair negotiable securities believes that overweight tide over the past three years by statistical relationship with the historical market found that overweight has certain correlation with the stabilization of the market rebound, there are two possible reasons, one is to increase usually occurs after the shares fell, the deeper the market fell, the stronger the motivation itself rebound; Second, the big shareholders do have more understanding on the company's business situation, so to some extent, their overweight behavior gave investors' confidence, is a guide to the market. 

 

"The recent policy of encouraging policy in the pharmaceutical industry has been followed by a brighter and brighter path for biomedical innovation." , a researcher at the brokerage said on condition of anonymity, since may, the state council general office issued the deepening the reform of medical health system key tasks in 2017, at the same time, the state food and drug supervision and administration bureau on May 11 and 12 May verge of 4 copies of draft from the review, clinical trials, full life cycle management rights and interests and innovator in the four aspects to obtain, expectation through policy guidance, encourage drugs and medical equipment innovation. It can be seen that in the context of strong policy support, it is inevitable that social security funds will favour the pharmaceutical industry.