Chemical stocks become institutions to increase their holdings of "sweet pastry"

With the intensive disclosure of annual reports of listed companies, the positions of social security funds, insurance funds, qualified foreign institutional investors (QFII), private equity and other institutions have also surfaced

As a representative of long-term funds, the social security fund's every move has attracted much attention

In the fourth quarter of last year, the social security fund successively increased its holdings of chemical stocks China Jushi, Lier Chemical, Wanhua Chemical and other stocks, all of which were more than 1 million shares

According to industry insiders, social security funds have higher requirements for the certainty of investment returns, and tend to achieve steady growth in returns through long-term asset allocation, so they often have higher performance requirements for listed companies

Public funds are also optimistic about companies in chemical-related industries, such as Tianci Materials, a leading domestic electrolyte company

According to the annual report of Wanhua Chemical, in the fourth quarter of last year, Xingquan Heyi reduced its holdings and exited the list of the top ten tradable shareholders, and Xingquan Herun was still among the top ten tradable shareholders

As an important channel for foreign institutions to invest in A-shares, the investment trend of QFII has attracted market attention

There are also some chemical companies favored by private equity, such as Triumph New Materials

　　In addition, private equity also newly entered Wanhua Chemical, Baichuan Co.

　　Industry insiders said that on the whole, social security funds, insurance funds and QFII positions are mainly deployed in industries with fast performance growth and high market prosperity, which is basically the same as the previous >