（文章来源：证券日报） 证券日报网讯 1月8日，珀莱雅在互动平台回答投资者提问时表示，股价受市场情绪、行业变化、公司 情况、宏观因素等多重因素综合影响，公司始终重视全体股东利益，在公司治理、日常经营等相关事项 决策中充分考虑投资者利益和回报，增强投资者回报水平和获得感。 ...

证券日报网讯 1月8日，珀莱雅在互动平台回答投资者提问时表示，公司旗下各品牌的产品及使用的原 料均经过严格评估和安全检测，符合国家相关标准。 （文章来源：证券日报） ...

证券日报网讯1月8日，珀莱雅（603605）在互动平台回答投资者提问时表示，公司各品牌基于各产品线 的营销节奏与产品更新，锚定节日、大促等节点，以代言人官宣、活动营销等多元化营销形式，开展多 样化的品牌及产品营销活动，深化品牌心智，强化品牌力与产品力。 ...

证券日报网讯1月8日，珀莱雅（603605）在互动平台回答投资者提问时表示，基于对公司未来持续发展 的信心和对公司价值的认可，为了维护广大投资者利益，增强投资者对公司的投资信心，同时促进公司 稳定健康发展，公司拟以自有资金通过集中竞价交易方式进行股份回购，详情可查阅公司披露的《关于 以集中竞价交易方式回购股份方案的公告暨回购报告书》(公告编号：2025-081)。公司管理层将持续勤 勉尽责，认真履行工作职责，做好经营管理工作，提升公司核心竞争力和盈利能力，努力为股东创造更 多价值，积极回报投资者。 ...

证券日报网讯1月8日，珀莱雅（603605）在互动平台回答投资者提问时表示，公司重视投资者关系管 理，并在公司治理、日常经营等相关事项决策中充分考虑投资者利益和回报，对于投资者提出的建议及 相关情况均已及时反馈给公司管理层。 ...

（编辑 丛可心） 证券日报网讯 1月8日，珀莱雅在互动平台回答投资者提问时表示，公司将品牌力、产品力和消费者的 体验、口碑放在重要的位置。目前公司经营发展态势稳健，业务战略稳步推进。公司将持续做好经营管 理工作，夯实多元化品牌矩阵和全渠道布局，打造与优化核心大单品矩阵，提高品牌力、产品力、科技 力，提升公司核心竞争力和盈利能力，促进公司稳健高质量发展。 ...

Group 1 - In the fourth quarter of last year, notable fund managers such as Ge Lan and Tang Xiaobin reduced their holdings in Kelun Pharmaceutical, while Zhao Bei increased her stake [2][3] - Ge Lan's fund, the China Europe Medical Health Mixed Fund, held 38.1954 million shares of Kelun Pharmaceutical as of December 31, 2025, having reduced its holdings by 1.867 million shares compared to the end of the third quarter [4] - Tang Xiaobin's fund, the GF Multi-Factor Mixed Fund, exited the top ten shareholders of Kelun Pharmaceutical by the end of 2025, having reduced its holdings from 24.2335 million shares to an estimated 1.394 million shares [6] Group 2 - Zhao Bei's fund, the ICBC Credit Suisse Frontier Medical Equity Fund, increased its holdings in Kelun Pharmaceutical to 22 million shares by December 31, 2025, up by 2 million shares from the end of the third quarter [6] - The National Social Security Fund's 416 portfolio became the tenth largest shareholder of Kelun Pharmaceutical with 13.9445 million shares by the end of 2025 [6] Group 3 - Liu Yanchun and Hu Xinwei reduced their holdings in Proya Cosmetics, with Liu's fund holding 2.6 million shares as of December 30, 2025, down from 3.332 million shares at the end of the third quarter [8] - Hu Xinwei's fund exited the top ten shareholders of Proya Cosmetics by the end of 2025 [8] Group 4 - Zhou Yun's fund, the Dongfanghong New Energy Mixed Fund, and the National Social Security Fund's 404 portfolio entered the top ten shareholders of Jiazhe New Energy by the end of 2025 [10] - The National Social Security Fund's 114 portfolio increased its holdings in Nanshan Aluminum by 4.3432 million shares in the fourth quarter of 2025, with five ETF products included in the top ten shareholders of Nanshan Aluminum by the end of 2025 [10] Group 5 - A surge in institutional research activities has been noted, with over 10,000 research sessions conducted in the past month, focusing on sectors such as semiconductors, general equipment, automotive, and artificial intelligence [12] - Fund managers from various firms, including Chang'an Fund and Nord Fund, have actively participated in company research activities, indicating a strong interest in the market outlook for 2026 [13]

Group 1 - Notable fund managers have disclosed their latest stock adjustments as the new year begins, with several companies announcing related updates [1] - Fund managers Ge Lan and Tang Xiaobin reduced their holdings in Kelun Pharmaceutical (002422), while Zhao Bei increased her stake [1][2] - Liu Yanchun and Hu Xinwei reduced their holdings in Proya (603605), while Zhou Yun entered the top ten shareholders of Jiazhe New Energy (601619) [1][6] Group 2 - As of December 31, 2025, Ge Lan's fund held 38.1954 million shares of Kelun Pharmaceutical, having reduced by 1.867 million shares compared to the previous quarter [2] - Tang Xiaobin's fund exited the top ten shareholders of Kelun Pharmaceutical by the end of 2025, having reduced holdings from 24.2335 million shares to 13.94 million shares [4] - Zhao Bei's fund increased its holdings in Kelun Pharmaceutical to 22 million shares, up by 2 million shares from the previous quarter [4] Group 3 - Liu Yanchun's fund held 2.6 million shares of Proya as of December 30, 2025, down from 3.332 million shares, indicating a reduction of over 700,000 shares [7] - Hu Xinwei's fund is no longer among the top ten shareholders of Proya [8] - Zhou Yun's fund and the National Social Security Fund 404 combination entered the top ten shareholders of Jiazhe New Energy in the fourth quarter of 2025 [9] Group 4 - The National Social Security Fund 114 combination increased its holdings in Nanshan Aluminum (600219) by 4.3432 million shares in the fourth quarter of 2025 [9] - By the end of 2025, five ETF products were included among the top ten shareholders of Nanshan Aluminum, indicating the growing influence of index funds [9] Group 5 - A significant increase in institutional research activities has been noted, with over 10,000 research sessions conducted in the past month, focusing on sectors such as semiconductors, general equipment, automotive, and artificial intelligence [10] - Fund managers are optimistic about the performance of non-financial listed companies in A-shares for 2025 and 2026, anticipating a stable recovery [10]

【导读】多位知名基金经理最新调仓披露 中国基金报记者 含章 数据显示，截至2025年第三季度末，广发多因子混合基金持有科伦药业2423.35万股，而 2025年末科伦药业第十大流通股东持股1394万股，由此推算，该基金在2025年第四季度至 少减持了1029.35万股。 同为管理百亿元规模医药主题基金的基金经理，赵蓓选择增持科伦药业。截至2025年12月31 日，赵蓓管理的工银瑞信前沿医疗股票基金持有科伦药业股份数量为2200万股，较2025年三 季度末增持200万股。 新年伊始，多家上市公司陆续发布相关公告，一些知名基金经理的最新持股变动情况浮出水 面。去年四季度，葛兰、唐晓斌减持科伦药业，赵蓓则增持；刘彦春、胡昕炜减持珀莱雅； 周云新晋嘉泽新能；南山铝业获社保机构、ETF产品青睐。 葛兰、唐晓斌减持科伦药业 赵蓓增持 根据科伦药业近日披露的回购公告，截至2025年12月31日，葛兰管理的中欧医疗健康混合持 有科伦药业3819.54万股，与三季度末相比，减持186.7万股。 | 序号 | 持有人姓名/名称 | 持有无限售股 | 出无限管条件股份总数 | | | --- | --- | --- | --- | ...

另一位百亿医药基金经理赵蓓管理的工银瑞信前沿医疗股票，则采取了增持操作。截至2025年12月31 日，工银瑞信前沿医疗股票的持股量为2200.00万股。而在2025年三季度末，工银瑞信前沿医疗股票持 有科伦药业2000.00万股。 另一家知名消费品公司珀莱雅1月5日晚间也发布了回购公告，公告显示，截至2025年12月30日，知名基 金经理刘彦春管理的景顺长城新兴成长混合持股量为260.00万股。这一数据与2025年三季度末的333.20 万股相比，减持了超70万股。此外，知名基金经理胡昕炜管理的汇添富消费行业混合已退出珀莱雅前十 大流通股股东名单。 （文章来源：中国证券报·中证金牛座） 科伦药业日前发布的公告显示，截至2025年12月31日，知名基金经理葛兰管理的中欧医疗健康混合持有 科伦药业3819.54万股。而在2025年三季度末，中欧医疗健康混合的持股量为4006.24万股。这意味着， 中欧医疗健康混合在2025年四季度减持了科伦药业186.7万股。 事实上，葛兰在2025年三季度便已有了减持动作。 科伦药业中报显示，截至2025年二季度末，中欧医疗健康混合持股量为4259.95万股，这表明中欧医疗 健 ...