截至4月27日,已有860家公司披露了一季报,而机构投资者一季度持仓变化也逐渐揭晓。统计显示,一季度社保基金19个组合进入98只股票前十大流通股东行列,合计持股数6.25亿股,较上期的6.24亿股微增0.16%,一季度社保基金新增仓43只股票,这些股票主要扎堆于化工、新能源两大行业。尽管一季度A股市场强势反弹,但社保基金增持力度并不突出。

　　从社保组合持股情况来看,社保基金102组合以11641.24万股的持股数量名列冠军位置,持股市值并不是最多,持股市值为90536.83万元;社保基金110组合以11122.7万股的持股数量排名第二,持股市值为92706.24万元;社保基金104组合持股7535.96万股排名第三、社保基金108组合持股6603.99万股排名第四位、社保基金109组合持股数为5240.93万股排名第五位。社保基金103组合和社保基金006组合一季度持股数量也达到了2亿股以上。

　　从行业来看,它们主要集中在化工、有色金属和新能源领域。此外,信息技术业、社会服务业、批发和零售贸易等其他8个行业也均都在社保基金关注的范围之内。有市场人士认为,社保基金对制造业特别是一些化工、新能源品种的关注,可能是出自对这些行业未来能有较好发展的考虑。据《证券日报》

　　一季度社保增仓情况一览

股票         股票         今年一季                        占流通股                 去年第四                         增减持             今年一季度                         今年一季度                     今年一季度                         最新                    最新                    所属行业

代码         名称         度持股量                        比例                     季度持股量                        （万股）            基本每股                            净利润                         净利润同比                         收盘价                 市值                        

                            （万股）                        （%）                    （万股）                                             收益（元）                         （万元）                        增长（%）                            （元）                 （万元）                    

600683        银泰股份     1366.69                         4.8421                 593.41                            773.28             0.06                                1592.83                         305.07                             8.28                    11316.18                批发和零售贸易

002258        利尔化学     586.25                         4.3438                 394.76                            191.49             0.27                                3674.94                         36.02                                25.49                 14943.52                制造业

000513        丽珠集团     700.91                         3.8149                 599.99                            100.92             0.39                                12344.34                        126.20                             22.99                 16113.87                制造业

600251        冠农股份     894.16                         3.7041                 539.81                            354.35             0.00                                143.93                         -52.20                             36.16                 32332.86                农林牧渔

000159        国际实业     677.27                         2.8153                 449.12                            228.15             0.07                                1727.19                         -4.78                                13.25                 8973.83                 制造业

600269        赣粤高速     2948.56                         2.5252                 2797.67                         150.89             0.21                                26157.17                        49.88                                9.89                    29161.27                交通运输业

600886        国投电力     2519.99                         2.3895                 1120.00                         1399.99             0.04                                5589.00                         -41.50                             10.03                 25275.49                公用事业

600141        兴发集团     565.49                         2.2440                 311.30                            254.19             0.08                                2165.51                         -42.79                             14.09                 7967.72                 制造业

000969        安泰科技     942.50                         2.1359                 656.66                            285.84             0.03                                1044.63                         -27.36                             20.31                 19142.20                制造业

600396        金山股份     672.14                         1.9734                 599.57                            72.57             0.09                                3482.44                         -29.59                             8.03                    5397.25                 公用事业

600962        国投中鲁     345.53                         1.7131                 329.41                            16.12             0.03                                -304.50                         -40.42                             10.22                 3531.32                 农林牧渔

600470        六国化工     384.53                         1.7015                 38.00                             346.53             0.04                                809.48                         -71.91                             8.72                    3353.09                 制造业

002146        荣盛发展     1278.75                         1.5984                 249.41                            1029.34             0.11                                9086.03                         -15.27                             9.62                    12301.58                房地产业

002194        武汉凡谷     652.71                         1.5264                 438.12                            214.58             0.17                                7126.15                         53.50                                23.72                 15482.20                信息技术业

002254        烟台氨纶     150.76                         1.2013                 130.05                            20.71             0.07                                897.11                         -87.70                             31.07                 4684.21                 制造业

000963        华东医药     499.97                         1.1518                 459.98                            39.99             0.13                                7246.14                         19.01                                11.90                 5949.63                 制造业

000042        深 长 城     269.94                         1.1273                 159.94                            110.00             -0.01                             -145.10                         88.79                                12.67                 3420.14                 房地产业

002267        陕天然气     290.59                         0.5715                 190.59                            100.00             0.29                                14885.73                        1.07                                 15.69                 4559.28                 公用事业

000511        银基发展     655.10                         0.5673                 578.47                            76.64             0.01                                917.37                         -87.82                             3.69                    2417.32                 房地产业

600012        皖通高速     600.00                         0.5148                 350.00                            250.00             0.11                                19957.48                        28.77                                4.91                    2946.00                 交通运输业

000707        双环科技     229.56                         0.4946                 134.11                            95.45             -0.06                             -3669.26                        -129.38                             7.19                    1650.51                 制造业

　　数据源自上海证券报数据中心，如有出入，请以公告为准