持仓市值超758亿！宁德时代重回公募第一大重仓股

Core Insights - The public fund market showed strong profitability in Q3 2025, with total profits reaching 2.08 trillion yuan, a significant increase of 4.4 times compared to Q2 2025 [1] - Equity and mixed funds were the main contributors to this profitability, with equity funds generating profits of 1.08 trillion yuan and mixed funds contributing 757.49 billion yuan, together accounting for nearly 90% of total profits [1] Fund Performance - As of the end of Q3 2025, the top ten holdings of public funds included Ningde Times, Tencent Holdings, and Alibaba, among others [1] - Ningde Times regained its position as the largest holding after being replaced by Tencent in Q1 and Q2 2025 [1] Ningde Times Stock Performance - Ningde Times saw a remarkable stock price increase of nearly 60% in Q3 2025, leading to a significant rise in the number of funds holding its shares, reaching 1,408 funds with a total holding value of 75.88 billion yuan, an increase of 23.85 billion yuan from Q2 [2] - Northbound capital also increased its stake in Ningde Times, buying 53.92 million shares and raising its holding ratio to 14.48%, with a market value of nearly 265 billion yuan based on the closing price of 402 yuan per share on September 30 [2] Ningde Times Financial Performance - Ningde Times reported a net profit of 18.55 billion yuan for Q3 2025, a year-on-year increase of 41.21%, with revenue of 104.19 billion yuan, up 12.90% year-on-year [3] - The company's net profit margin improved to 19.1%, an increase of 4.1 percentage points compared to the previous year [3] - Compared to its H1 2025 performance, Ningde Times showed enhanced growth in both revenue and net profit in Q3 2025 [3]