Lushan New Materials(SH:603051) Di Yi Cai Jing·2025-08-27 00:43Core Insights - The report highlights the concentrated holdings of brokerage firms in the second quarter, revealing a total of 147 heavily held stocks as of the end of June [1] - Among these, 18 stocks are held by two or more brokerage firms, indicating a trend of shared investment interests [1] Brokerage Holdings - A total of 79 new stocks were added to the brokerage firms' portfolios in the second quarter, with Zhejiang Huaye being newly held by three firms: CICC, Guotai Junan, and GF Securities [1] - New Mile, held by Northeast Securities, saw the highest number of new shares acquired, totaling 56.696 million shares [1] Increased Holdings - Brokerages increased their stakes in 31 stocks during the second quarter, with Cangge Mining being notably increased by two firms: Shenwan Hongyuan and China Merchants Securities, with additional shares of 2.9574 million and 72,000 respectively [1]