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机构风向标 | 新华都(002264)2025年二季度已披露前十大机构持股比例合计下跌4.91个百分点

Group 1 - The core viewpoint of the article is that Xinhua Dou (002264.SZ) reported a decrease in institutional investor holdings in its semi-annual report for 2025, with a total of 6 institutional investors holding 219 million shares, accounting for 30.45% of the total share capital [1] - The institutional investor group includes Xinhua Dou Industrial Group Co., Ltd., Fujian Xinhua Dou Investment Co., Ltd., Alibaba (Chengdu) Software Technology Co., Ltd., Xinhua Dou Technology Co., Ltd. repurchase special securities account, National Social Security Fund 604 Portfolio, and Xinhua Dou Technology Co., Ltd. - "Navigator Plan (Phase IV)" employee stock ownership plan [1] - Compared to the previous quarter, the institutional holding ratio decreased by 4.91 percentage points [1] Group 2 - The National Social Security Fund 604 Portfolio is the only fund that reduced its holdings in this period, with a decrease of 0.12% compared to the previous quarter [1]