社保基金三季度重倉股來了！
隨着三季報披露完畢，社保基金三季度的持倉信息逐步浮出水面。
據Wind數據顯示，截至三季度末，社保基金共出現在563家上市公司的前十大流通股東中，共有377股獲社保基金持倉過億，佔比為66.96%。
社保基金重倉股主要集中在銀行、保險等大金融行業中。農業銀行、工商銀行、中國人保、交通銀行為社保基金前四大持倉股，持倉市值分別為1129.01億元、762.1億元、417.06億元、229.78億元。
2024年10月12日，全國社會保障基金理事會發布社保基金2023年度報吿。2023年，社保基金投資收益額250.11億元，投資收益率0.96%(扣除非經常性損益後的投資收益率為1.02%)。
其中，已實現收益額794.61億元(已實現收益率3.13%)，交易性資產公允價值變動額-544.50億元。社保基金自成立以來的年均投資收益率7.36%，累計投資收益額16825.76億元。
從投資模式來看，社保基金會採取直接投資與委託投資相結合的方式開展投資運作，2023年委託投資規模有所提升。直接投資由社保基金會直接管理運作，主要包括銀行存款、信託貸款、股權投資、股權投資基金、轉持國有股和指數化股票投資等。委託投資由社保基金會委託投資管理人管理運作，主要包括境內外股票、債券、證券投資基金，以及境外用於風險管理的掉期、遠期等衍生金融工具等，委託投資資產由社保基金會選擇的託管人託管。截至2023年末，社保基金直接投資資產9407.0億元，佔基金資產總額的31.2%；委託投資資產20738.6億元，佔基金資產總額的68.8%，較2022年上升2.02pt。
2023年，社保基金加大海外投資，把握境外市場人工智能等投資機遇，境外股票投資取得較好收益。截至2023年末，社保基金境內投資資產26685.7億元，佔基金資產總額的88.5%；境外投資資產3459.9億元，佔基金資產總額的11.5%，同比上升1.7pt。
國信證券指出，2023年，在資產收益下行背景下，社保基金實現正向投資收益，顯著優於大市。社保基金髮揮長期資金和耐心資本優勢，從長週期角度對國內股票進行投資，抓住長期配置價值窗口期，在震盪市場中逆勢佈局；持續完善委託投資產品體系，探索豐富拓展超額收益來源。基於國信的測算，預計社保基金債券投資規模佔比約為57%至66%，對應股票及其他金融資產配置比例約為24%至33%，這可以為其他長久期資金資產配置提供方向參考。
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