Institutional heavy stock selection
The first is the gold content of the institution.
Social security fund holdings are generally considered to be of high quality. For example, according to statistics, in the past five years, Shuanglu Pharmaceutical, Tsingtao Brewery, AVIC Seiki and other stocks closely watched by the Social Security Fund have all achieved rich returns. According to the data, there were three social security funds in Dunhuang Seed Industry at the end of March, with a cumulative shareholding ratio as high as 9. 18%. Relatively speaking, many funds are newly listed in corporate shareholders, and the shareholding ratio of institutional investors has increased from 29.45% at the end of March to 39.82%. So many institutions deserve attention. Pien Tze Huang, Huayi Compression, Wandong Medical, Crystal Optoelectronics and other stocks were all increased by the social security fund. In addition to social security funds, QFII institutions that value long-term investment are also important reference indicators. According to the data, Eurasia Group, Jihua Fiber, Shunxin Agriculture, Valin Iron and Steel, Hublot and other stocks were all held by more than two institutions at the end of the second quarter, and all of them were overweight.
The second is the stock price performance.
Stocks that have risen too much recently have a higher crisis; From the perspective of relatively safe and stable returns, many investors need to pay attention to the increase of institutional heavyweights. For example, Huayi Compression, institutions (excluding funds) hold 18. 12% of its tradable shares, of which social security funds hold more than 5% of its tradable shares, and institutions increased their holdings by 6.03% this quarter. As far as stock price performance is concerned, it is difficult to satisfy institutions. The stock price fell by 7.34% and then rose by 7.43%. A number of stocks, such as Shuanghui Progress, China Chemistry, Shunxin Agriculture, China Resources Sanjiu, Financial Street, SDIC Power, Jiangte Electric, Kelu Electronics, etc., were all held by many institutions and increased in the second quarter. The stock price performance does not go up or down, and the possibility that institutions continue to "lurk" and wait for the opportunity to make efforts is greatly improved.