机构风向标 | 新和成(002001)2025年二季度已披露前十大机构累计持仓占比62.30%

Core Insights - Xinhecheng (002001.SZ) reported its semi-annual results for 2025, revealing that as of August 27, 2025, 78 institutional investors held a total of 1.93 billion shares, accounting for 62.81% of the company's total equity [1] - The top ten institutional investors collectively held 62.30% of the shares, with a slight increase of 0.22 percentage points compared to the previous quarter [1] Institutional Holdings - The number of institutional investors holding Xinhecheng shares increased to 78, with a total holding of 1.93 billion shares [1] - The top ten institutional investors include major entities such as Xinhecheng Holdings Group, Hong Kong Central Clearing Limited, and various funds from China Construction Bank and Morgan Stanley [1] Public Fund Activity - Two public funds increased their holdings, namely Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, with an increase ratio of 0.13% [2] - Three public funds reduced their holdings, including E Fund CSI 300 Healthcare ETF, with a slight decrease in holding ratio [2] - A total of 25 new public funds were disclosed, while 87 public funds were no longer reported [2] Social Security Fund and Foreign Investment - One social security fund, the National Social Security Fund 503 Portfolio, reduced its holdings by 0.16% [2] - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.66%, with Morgan Stanley & Co. International PLC being the only newly disclosed foreign institution [2]