国家队——社保基金一直是A股市场的投资导向，随着三季报的谢幕，其偏好也初现端倪。截至最新，社保基金连续三个季度加仓53只个股；其中，三季度社保基金持股比例超过5%的个股就有16只。不难看出，社保基金的偏好大多集中在制造业。从市场表现看，11月以来涨势强劲的个股有航空动力、裕兴股份、宁波富达。具体情况看下表。

    社保基金三个季度连续加仓个股

    证券代码证券简称三季度持股数量二季度持股数量一季度持股数量社保基金三季度持股比例(%)11月以来涨跌幅(%)所属证监会行业600893.SH航空动力1,420.611,060.631,010.631.3119.61制造业300305.SZ裕兴股份71.8854.0020.002.0017.25制造业600724.SH宁波富达2,948.111,639.591,244.682.0413.25房地产业002152.SZ广电运通 6,136.986,107.644,613.328.5410.86制造业002439.SZ启明星辰 558.24401.96389.464.497.79信息技术业002065.SZ东华软件 1,198.891,098.881,088.892.037.43信息技术业002626.SZ金达威 449.98309.98199.993.906.16制造业600108.SH亚盛集团 3,337.363,060.592,600.041.715.51农、林、牧、渔业600426.SH华鲁恒升 1,915.261,489.401,317.142.015.42制造业600739.SH辽宁成大 2,899.972,599.981,204.092.134.30批发和零售贸易300258.SZ精锻科技 465.80348.05271.356.574.24制造业002586.SZ围海股份 464.55418.61171.494.724.00建筑业600348.SH阳泉煤业 1,200.12880.12800.130.503.66采掘业600557.SH康缘药业 774.21754.98511.952.522.88制造业600383.SH金地集团 6,799.996,119.995,599.981.522.74房地产业600761.SH安徽合力 1,700.281,650.28650.393.312.67制造业002311.SZ海大集团 3,743.443,012.611,794.343.792.29制造业000998.SZ隆平高科 1,993.22917.31417.314.791.89农、林、牧、渔业600498.SH烽火通信 2,084.121,059.98280.002.161.68信息技术业000401.SZ冀东水泥 1,440.181,210.18778.031.191.38制造业000888.SZ峨眉山A1,024.51826.20712.104.741.35社会服务业002226.SZ江南化工 1,192.60660.00243.607.820.70制造业300043.SZ星辉车模 466.97334.08236.064.990.56制造业002628.SZ成都路桥 3,370.00199.99184.317.230.37建筑业600066.SH宇通客车 2,918.432,753.651,471.542.390.19制造业002437.SZ誉衡药业 823.88628.94446.038.650.00制造业002364.SZ中恒电气 1,176.29987.68496.056.62-0.42制造业600535.SH天士力 1,428.631,368.63669.321.38-0.44制造业600223.SH鲁商置业 1,932.941,825.30932.031.93-0.48房地产业000566.SZ海南海药 3,336.763,026.652,654.637.05-0.55制造业002589.SZ瑞康医药 314.82250.2687.287.66-0.62批发和零售贸易300244.SZ迪安诊断 318.25129.97123.415.27-0.64社会服务业000026.SZ飞亚达A877.63836.01487.865.93-1.04批发和零售贸易000786.SZ北新建材 3,959.473,314.102,443.516.88-1.37制造业000915.SZ山大华特 1,257.94753.80377.767.02-2.17制造业002385.SZ大北农 1,945.711,845.71973.362.12-2.18制造业600525.SH长园集团 3,616.831,752.98537.624.19-3.06制造业000731.SZ四川美丰 1,900.321,730.32780.203.21-3.11制造业600582.SH天地科技 4,821.584,511.692,536.353.97-3.23制造业000999.SZ华润三九 1,075.76575.76568.653.03-3.60制造业000028.SZ国药一致 1,464.97807.74313.526.28-3.92批发和零售贸易600280.SH中央商场1,170.00840.00459.152.04-4.14批发和零售贸易600050.SH中国联通 11,450.589,860.588,801.070.54-4.36信息技术业300212.SZ易华录 650.06400.00216.264.54-4.43信息技术业002327.SZ富安娜 680.07256.28126.644.04-4.51制造业600859.SH王府井 1,533.96980.497

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