The trend of social security fund holdings has been exposed: in the third quarter, 123 new stocks were added to the top ten list of public shareholders, with guangxi energy and zhongman petroleum and natural gas group corp.,ltd. adding a large number of i
①As the third-quarter report is disclosed, the holdings trend of the social security fund in the third quarter is also revealed; ②The list of the top ten circulating shareholders of 123 new stocks; ③Attached is the list of A-share institutions with the highest number of new holdings by social security funds in the third quarter (see table).
The quarterly adjustment of the MSCI Index excludes 15 Hong Kong stocks. The effective date is scheduled for early June
① Which individual stocks will MSCI China adjust quarterly? ② How much impact does the MSCI Index have on the market?
MSCI China Index Quarterly Adjustment Announced! Added 10 new constituent stocks including Hisense Home Appliances (00921)
On May 15, MSCI, an international index compiling company, announced its quarterly index adjustment results for May 2024. The adjustment results will take effect after closing on May 31, 2024.
Nearly 20 companies issued announcements in unison, and a wave of holdings reduction was concentrated! Leading semiconductor stocks are on the list
① Seven companies, including Jinhui Liquor, Fengyuan Co., Ltd., Babycare, United Water, Guizhou Gas, Zhuojin Co., Ltd., and Zhongman Petroleum, plan to reduce their holdings by no more than 3%. ② Star Semiconductor, the leading semiconductor stock, plans to reduce its holdings by the highest market value.
National Development and Reform Commission: domestic gasoline and diesel prices are increased by 750 yuan and 720 yuan per ton respectively.
Zhitong Financial APP learned that on the afternoon of March 17, the National Development and Reform Commission released information that starting from 24:00 on the same day, the price of domestic oil products would be raised according to the mechanism. The details of this oil price adjustment are as follows: domestic gasoline and diesel prices have increased by 750 yuan and 720 yuan per ton respectively. In this regard, the reporter interviewed the relevant responsible comrades of the National Development and Reform Commission. Relevant personnel said that when the international oil price continues to rise, but does not exceed US $130 per barrel, the price of domestic oil products will be adjusted normally according to the mechanism; if it is higher than US $130 per barrel, in accordance with the provisions of the Oil Price Management measures, in accordance with the interests of producers and consumers, maintain the national economy
Institutions: Oil prices may hit 120 US dollars in the short term. I am optimistic that these high oil prices will benefit the industrial chain
The agency believes that high oil prices benefit the release of related industry chain performance: the proposal focuses on oil and gas producers and oil service suppliers that directly benefit from high oil prices; furthermore, the cost advantages of coal chemicals and light hydrocarbon cracking are highlighted under high oil prices. Long-term recommendations are recommended for refining and chemical leaders with a high margin of safety and impressive growth.