As the first quarter reports of A-share listed companies are disclosed, the holdings of long-term funds such as social security funds have gradually surfaced, appearing in the top ten list of the largest circulating shareholders of many A-share listed companies. From the latest holdings trends, data from Choice shows that social security funds entered the top ten circulating shareholders list of 282 stocks in the first quarter. Among them, Shenong Development (002299.SZ) had the highest number of new social security fund shareholders, reaching 3. In addition, Beixin Building Materials, Huafeng Chemical, Yankuang Energy, Luxi Chemical Industry, Focus Technology, Changying Precision, Cambridge Technology, Guiguan Power, Shoulu Hotel, Dajin Heavy Industry, Gao De Infrared, Green Power Generation, China Merchants Shipping, Goliath Infrared, HaierlanzGroup, Haierlanz Medical, Haiming Star, Tongniu Information, Huicheng Vacuum and Hangao Group all had 2 new social security fund shareholders. The specific situation is shown in the table below: Specifically, Shenong Development, which specializes in the production of white feather broiler chickens and deep processing of meat products, saw an increase in social security fund holdings worth 700 million yuan in the first quarter. From the first quarter disclosure of Shenong Development, the National Social Security Fund 114 combination, China CITIC Securities Co., Ltd. - Social Security Fund 17052 combination, and National Social Security Fund 418 combination ranked fifth, sixth, and seventh among the top ten largest circulating shareholders. Shenong Development announced on April 22 that its first-quarter revenue in 2026 was 5.162 billion yuan, a year-on-year increase of 25.46%; net profit attributable to shareholders of listed companies was 253 million yuan, a year-on-year increase of 71.41%. The performance change was mainly attributed to the continuous optimization of the company's breeder performance, significant effectiveness of lean production management, multiple breeding production indicators reaching historically best levels, and further consolidation of comprehensive meat-making cost advantages. 300048600054 Guoxin Securities analysts including Lu Jiarui said in a research report released on April 28 that Shenong Development, as a domestic white feather broiler chicken integrated self-breeding leader, is expected to maintain excess profits per single feather in the medium to long term through cost advantages and brand expansion. China Merchants Shipping (601872.SH), whose main business is maritime transportation, saw an increase in social security fund holdings worth 967 million yuan in the first quarter. According to China Merchants Shipping's first quarter disclosure, the National Social Security Fund 414 combination and the National Social Security Fund 401 combination ranked fifth and ninth among the top ten largest circulating shareholders. China Merchants Shipping announced on April 24 that its revenue in the first quarter of 2026 was 8.556 billion yuan, a year-on-year increase of 52.92%; net profit attributable to shareholders of the listed company was 2.763 billion yuan, a year-on-year increase of 219.31%. The performance change was mainly due to the improvement in supply and demand structure and geopolitical factors impacting the oil tanker sector, with the central freight price continuing to rise; and a sharp increase in the BDI index in the bulk cargo sector year-on-year. Huayuan Securities analysts including Sun Yan stated in a research report released on April 29 that the "era of oil shipping" combined with the "new era of bulk shipping" is expected to significantly benefit China Merchants Shipping through resonance of oil and bulk shipping. Yankuang Energy (600188.SH), whose main business is coal mining and sales, coal chemical product business, etc., saw an increase in social security fund holdings worth 810 million yuan in the first quarter. According to Yankuang Energy's first quarter disclosure, the National Social Security Fund 115 combination and the National Social Security Fund 414 combination ranked seventh and eighth among the top ten largest circulating shareholders. Yankuang Energy announced on April 28 that its revenue in the first quarter of 2026 was 34.589 billion yuan, a year-on-year increase of 1.83%; net profit attributable to shareholders of the listed company was 3.955 billion yuan, a year-on-year increase of 42.14%. The performance change was mainly due to the company's public listing transfer of 100% equity of Inner Mongolia Xintai Coal Co., Ltd., resulting in an increase of 2.843 billion yuan in net profit attributable to shareholders of the listed company year-on-year; and a decrease in profitability of coal products year-on-year. This article is reprinted from "Cailian Press." Editor at GMTEight: Jiang Yuanhua.