On November 2, Caixin Society (Edited by Li Chen) With the disclosure of the third quarter reports of listed companies in 2024, the latest trends in pension fund holdings have also emerged. Choice data shows the top ten largest shareholders of 51 new stocks held by pension funds.

Among them, a total of 21 stocks with pension funds' newly added holdings exceeding 0.1 billion yuan include Unigroup Guoxin, Anjoy Foods Group, DeYe Stock, the People's Insurance, Zhejiang Sanmei Chemical Industry, Anhui Heli Co., Ltd., China National Medicines Corporation, Micro-Tech, Zhenhua Fungus & Kelp, Jiangsu Lihua Animal Husbandry, Shandong Linglong Tyre, Apeloa Pharmaceutical, G-bits Network Technology, Pacific Shuanglin Bio-Pharmacy, Dehua TB New Decoration Material, KPC Pharmaceuticals, Inc., Shenzhen Airport, Amoy Diagnostics, Zhejiang Sanmei Chemical Industry, and Dize Pharmaceuticals.

Specifically, by the end of the third quarter, Unigroup Guoxin had obtained a pension fund's newly added holding value of 0.488 billion yuan, ranking first; Anjoy Foods Group had a pension fund's newly added holding value of 0.462 billion yuan, ranking second; DeYe Stock and the People's Insurance had pension fund's newly added holding values of 0.378 billion yuan and 3.43 billion yuan respectively. See detailed information below:

According to Unigroup Guoxin's third quarter report, which focuses on specialty integrated circuits and smart security chips, the Basic Pension Insurance Fund 802 Combinational Fund ranked ninth among the top ten shareholders. On October 29, Unigroup Guoxin released its third quarter report for 2024, with operating income of 4.263 billion yuan for the first three quarters, a 24.56% year-on-year decrease; a net profit attributable to shareholders of the listed company of 1.01 billion yuan, a 50.27% year-on-year decrease; and a basic earnings per share of 1.1977 yuan. Unigroup Guoxin announced on October 31 the successful commissioning of its high-reliability chip packaging and testing line, further enhancing its specialty integrated circuit supply chain capabilities and security levels. Furthermore, Unigroup Guoxin continues to improve its automotive electronic business layout based on information security and functional safety, gradually covering peripheral supporting products, and has launched a series of automotive core products including automotive control chips, automotive security chips, and power devices, releasing the second-generation automotive domain controller chip THA6 series as a flagship high-end product.

Based on Anjoy Foods Group's third-quarter report, which is mainly engaged in the research, production, and sale of frozen foods, the Basic Pension Insurance Fund 802 Combinational Fund ranked eighth among the top ten shareholders. Anjoy Foods Group released its third quarter report for 2024 on October 28, achieving operating income of 11.077 billion yuan in the first three quarters, a 7.84% year-on-year increase; a net profit of 1.047 billion yuan, a 6.65% year-on-year decrease; and a basic earnings per share of 3.58 yuan. In a research report released by Huaxin Securities' Sun Shan Shan and others on October 31, they expressed optimism about Anjoy Foods Group, focusing on profit guarantee while expanding in scale, consolidating the stock markets of Lock Fresh Fit and Wan Zhi Zun, expanding incremental market shares through localized research and development, currently prospectively laying out sausage products, adjusting operational focuses according to market trends, and maintaining stable operations. Performance in the third quarter was affected by many short-term factors, but the company's main business scale continues to increase. The most difficult phase has passed, and with government subsidies delayed to the fourth quarter, advance orders for the Spring Festival will drive, it is expected to achieve this year's revenue target with strong certainty.

According to DeYe Stock's third-quarter report, focusing on core products such as heat exchanger series, circuit control series, and environmental electrical series, the Basic Pension Insurance Fund 1202 Combinational Fund ranked tenth among the top ten shareholders. DeYe Stock announced on October 29 that the company achieved operating income of 8.016 billion yuan in the first three quarters, an increase of 26.72% year-on-year; a net profit of 2.24 billion yuan, an increase of 42.81% year-on-year; and a basic earnings per share of 3.64 yuan. In a research report released by Soochow Securities' Zeng Duo Hong and others on October 31, it was mentioned that in the first three quarters of 2024, the energy storage inverter of the company achieved a revenue of 3.23 billion yuan, with a total sales volume of 0.4062 million units, growing by 15%+. The main increase was from the Ukrainian market. The annual shipments are expected to be between 0.5-0.6 million units with a 25%+ increase. Sunroom micro-energy storage is expected to produce 5,000 units per month contributing 0.3 billion yuan in revenue for the full year, with an expected incremental contribution to performance growth rate of over 20%.

Based on the third-quarter report disclosed by the People's Insurance, which provides comprehensive financial products and services, the Basic Pension Insurance Fund 1502 Combinational Fund ranked seventh among the top ten shareholders. The People's Insurance announced on October 29 that the company achieved a total revenue of 469.576 billion yuan in the first three quarters, a 12.2% year-on-year increase; a net profit attributable to the parent company's shareholders of 36.331 billion yuan, a 77.2% year-on-year increase. In the third quarter alone, the net profit attributable to the parent company's shareholders was 13.644 billion yuan, with a staggering year-on-year increase of 2093.6%. In a research report released by Huachuang Securities' Xu Kang on October 30, it was stated that the new business for the People's Insurance in Q3 has resumed growth, with People's Life Insurance achieving a high increase in New Business Value (NBV). In the first three quarters of 2024, the original premium income for People's Life Insurance was 96.623 billion yuan, up 5.9% year-on-year. Among these, life insurance's first year premium income decreased by -9.0% to 41.413 billion yuan year-on-year, narrowing the decline by 11.4 percentage points compared to the midyear report. Looking at the third quarter alone, life insurance's first year premium income increased by 122.3% to 8.072 billion yuan year-on-year, with the growth mainly attributed to the low base + new round of interest rate adjustments. In the first three quarters of 2024, People's Life Insurance achieved a year-on-year increase in NBV of 113.9%, mainly driven by further improvements in new business value rate brought about by the new round of interest rate adjustments, as well as the recovery of new business in Q3.