南方基金管理股份有限公司
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机构风向标 | 常青科技(603125)2025年三季度已披露持仓机构仅5家
Xin Lang Cai Jing· 2025-10-30 03:07
Core Insights - Changqing Technology (603125.SH) released its Q3 2025 financial report on October 30, 2025, indicating a total of 5 institutional investors holding shares, amounting to 6.4381 million shares, which represents 1.59% of the total share capital [1] - The institutional holding percentage decreased by 0.60 percentage points compared to the previous quarter [1] Institutional Investors - The institutional investors include Zhenjiang Hebian Cao Equity Investment Management Partnership (Limited Partnership), Zhenjiang New District Jinyang Equity Investment Partnership (Limited Partnership), Hong Kong Central Clearing Limited, Guotai Jiatai Stock Special Pension Product - China Merchants Bank Co., Ltd., and Guangdong No. 7 Occupational Pension Plan - Everbright Bank [1] - The total institutional holding ratio stands at 1.59% [1] Public Funds - In this period, 32 public funds were not disclosed compared to the previous quarter, including E Fund CSI 300 Quantitative Enhancement, Guotai CSI Oil and Gas Industry ETF, Southern CSI 2000 ETF, Guotai Huiyi One-Year Holding Mixed A, and Guotai Yueyi Six-Month Holding Mixed A [1]
海航科技股价跌5.48%,南方基金旗下1只基金位居十大流通股东,持有1463.09万股浮亏损失365.77万元
Xin Lang Cai Jing· 2025-10-30 02:56
Core Viewpoint - HNA Technology's stock dropped by 5.48% to 4.31 CNY per share, with a trading volume of 208 million CNY and a turnover rate of 1.84%, resulting in a total market capitalization of 12.496 billion CNY [1] Company Overview - HNA Technology Co., Ltd. is located at 143 Chongqing Road, Heping District, Tianjin, established on March 6, 1982, and listed on September 9, 1996. The company's main business includes IT product distribution, warehousing and logistics, internet finance, cloud marketplace, and cloud computing [1] - The revenue composition of HNA Technology is as follows: 65.77% from merchandise trade, 33.27% from shipping, and 0.96% from other supplementary sources [1] Shareholder Information - Among the top circulating shareholders of HNA Technology, a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) increased its holdings by 1.1435 million shares in the second quarter, totaling 14.6309 million shares, which represents 0.5% of the circulating shares. The estimated floating loss today is approximately 3.6577 million CNY [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a current scale of 76.63 billion CNY. Year-to-date returns are 28.54%, ranking 2138 out of 4216 in its category; the one-year return is 28.02%, ranking 1896 out of 3885; and since inception, the return is 13.75% [2] Fund Management - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 359 days. The total asset scale under management is 122.76 billion CNY, with the best fund return during the tenure being 170.06% and the worst being -15.93% [3]
机构风向标 | 东珠生态(603359)2025年三季度已披露持仓机构仅4家
Xin Lang Cai Jing· 2025-10-30 01:35
Core Viewpoint - Dongzhu Ecology (603359.SH) reported an increase in institutional ownership, indicating growing interest from institutional investors in the company [1] Institutional Ownership - As of October 29, 2025, four institutional investors disclosed holdings in Dongzhu Ecology A-shares, totaling 5.9245 million shares, which represents 1.33% of the company's total share capital [1] - The institutional ownership increased by 1.32 percentage points compared to the previous quarter [1] Public Fund Activity - One new public fund disclosed its holdings this quarter, namely Huatai Baoxing Jinianhong Mixed Fund [1] - Six public funds were not disclosed in this quarter compared to the previous one, including Southern CSI 2000 ETF, Invesco Great Wall CSI 300 Index Enhanced A, and others [1] Foreign Investment - Two new foreign institutions disclosed their holdings this quarter, including MORGAN STANLEY & CO.INTERNATIONAL PLC. and J.P. Morgan Securities PLC - proprietary funds [1]
机构风向标 | 远东股份(600869)2025年三季度已披露前十大机构累计持仓占比59.91%
Xin Lang Cai Jing· 2025-10-30 01:33
Group 1 - Far East Holdings (600869.SH) reported its Q3 2025 results, with 14 institutional investors holding a total of 1.331 billion shares, representing 59.96% of the total share capital [1] - The top ten institutional investors collectively hold 59.91% of the shares, with a slight decrease of 0.32 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, only one fund, Morgan Emerging Power Mixed A, increased its holdings by 0.74% compared to the previous period [2] - Eight new public funds disclosed their holdings this quarter, including several funds from Huashang and China Agricultural Bank [2] - One social security fund, Huaxia Fund Management Co., Ltd. - Social Security Fund 422 Portfolio, was not disclosed in this period compared to the previous quarter [2]
机构风向标 | 东方铁塔(002545)2025年三季度已披露持股减少机构超10家
Sou Hu Cai Jing· 2025-10-30 01:28
Core Insights - Oriental Tower (002545.SZ) reported its Q3 2025 results, revealing that 41 institutional investors hold a total of 113 million shares, representing 9.09% of the company's total equity [1] - The top ten institutional investors collectively own 8.33% of the shares, with a 1.25 percentage point increase from the previous quarter [1] Institutional Holdings - Among the institutional investors, notable names include the National Social Security Fund 503 Portfolio and China Merchants Bank's Guangfa Value Core Mixed Fund [1] - The number of public funds that increased their holdings in Oriental Tower is nine, with a total increase of 0.27% [2] - Conversely, nine public funds reduced their holdings, accounting for a decrease of 0.17% [2] New and Departing Funds - A total of 17 new public funds disclosed their holdings in Oriental Tower, including Guangfa Value Core Mixed Fund and Baoying Emerging Industry Mixed Fund [2] - 208 public funds did not disclose their holdings this quarter, including notable funds like China Europe Times Pioneer Stock A [2] Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.31% compared to the previous quarter [2]
大悦城股价涨7.21%,南方基金旗下1只基金位居十大流通股东,持有1641.02万股浮盈赚取377.43万元
Xin Lang Cai Jing· 2025-10-29 06:25
Group 1 - The core viewpoint of the news is that Dalian City Holdings has seen a significant increase in stock price, rising by 7.21% to 3.42 CNY per share, with a total market capitalization of 14.659 billion CNY [1] - Dalian City Holdings was established on October 8, 1993, and its main business includes residential property development and sales, property leasing, and commercial real estate [1] - The revenue composition of Dalian City Holdings is as follows: 75.64% from residential property sales and primary land development, 16.80% from investment properties and related services, 3.34% from property and other services, 3.06% from hotel operations, 0.85% from management output, and 0.31% from other sources [1] Group 2 - Among the top ten circulating shareholders of Dalian City Holdings, a fund under Southern Fund has increased its holdings by 333,400 shares, bringing its total to 16.4102 million shares, which accounts for 0.41% of the circulating shares [2] - The Southern CSI Real Estate ETF Fund, established on August 24, 2017, has a current scale of 202 million CNY and has achieved a year-to-date return of 9.21% [2] - The fund manager, Luo Wenjie, has a tenure of 12 years and 194 days, with the fund's total asset size at 170.445 billion CNY, achieving a best return of 151.8% and a worst return of -47.6% during his tenure [2]
固德威股价涨5.11%,南方基金旗下1只基金重仓,持有101股浮盈赚取276.74元
Xin Lang Cai Jing· 2025-10-29 03:19
Group 1 - The core point of the news is that GCL-Poly Energy Holdings Limited (固德威) has seen a stock price increase of 5.11%, reaching 56.39 CNY per share, with a trading volume of 311 million CNY and a turnover rate of 2.31%, resulting in a total market capitalization of 13.69 billion CNY [1] - GCL-Poly Energy Holdings Limited, established on November 5, 2010, and listed on September 4, 2020, specializes in the research, production, and sales of photovoltaic inverters and related products [1] - The revenue composition of GCL-Poly includes 45.41% from household systems, 32.91% from photovoltaic grid-connected inverters, 7.05% from other products, 7.02% from energy storage batteries, 6.85% from photovoltaic energy storage inverters, and 0.76% from other sources [1] Group 2 - From the perspective of major fund holdings, Southern Fund has one fund heavily invested in GCL-Poly, specifically the Southern CSI New Energy ETF Linked A (南方中证新能源ETF联接A), which held 101 shares in the third quarter, maintaining the same number of shares as the previous period, ranking as the third-largest holding [2] - The Southern CSI New Energy ETF Linked A (012831) was established on August 24, 2021, with a current scale of 390 million CNY, achieving a year-to-date return of 37.74%, ranking 1247 out of 4216 in its category, and a one-year return of 25.21%, ranking 1842 out of 3877 [2] - The fund manager of Southern CSI New Energy ETF Linked A is Gong Tao, who has been in the position for 6 years and 112 days, with a total asset scale of 11.279 billion CNY, achieving the best fund return of 73.05% and the worst return of -39.57% during his tenure [3]
机构风向标 | 安井食品(603345)2025年三季度已披露持股减少机构超10家
Xin Lang Cai Jing· 2025-10-29 02:41
Group 1 - The core viewpoint of the news is that Anjuke Food (603345.SH) has reported its third-quarter results for 2025, highlighting significant changes in institutional investor holdings [1] - As of October 28, 2025, a total of 41 institutional investors hold shares in Anjuke Food, with a combined holding of 113 million shares, representing 33.84% of the total share capital [1] - The top ten institutional investors collectively hold 31.10% of the shares, but this represents a decrease of 10.20 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 14 funds increased their holdings, while 15 funds decreased their holdings, with the increase representing 0.24% and the decrease 0.72% [2] - Six new public funds were disclosed during this period, while 369 funds were not disclosed compared to the previous quarter [2] - One social security fund, the National Social Security Fund 113 Combination, was not disclosed in this period compared to the previous quarter [2]
机构风向标 | 克莱特(920689)2025年三季度已披露持仓机构仅8家
Xin Lang Cai Jing· 2025-10-29 02:35
Group 1 - The core viewpoint of the news is that Krait (920689.BJ) has reported its Q3 2025 results, highlighting the significant presence of institutional investors in its A-shares, which collectively hold 64.81% of the total share capital [1] - As of October 28, 2025, a total of 8 institutional investors disclosed their holdings in Krait, amounting to 47.5673 million shares [1] - The proportion of institutional holdings has decreased by 0.68 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, there was an increase in holdings from one public fund, specifically the Southern North Exchange Selected Two-Year Open Mixed Fund, which saw a slight rise in its holding percentage [2] - A total of 10 public funds did not disclose their holdings in this period, including notable funds such as Dacheng North Exchange Two-Year Open Mixed A and Jiashi North Exchange Selected Two-Year Fixed Mixed A [2] Group 3 - The MACD golden cross signal has formed, indicating a positive trend for certain stocks [3]
机构风向标 | 德必集团(300947)2025年三季度已披露前十大机构持股比例合计下跌1.62个百分点
Xin Lang Cai Jing· 2025-10-29 02:33
Group 1 - The core point of the news is that Debi Group (300947.SZ) reported its Q3 2025 results, highlighting significant institutional investor holdings [1] - As of October 28, 2025, a total of 10 institutional investors disclosed holdings in Debi Group A-shares, with a combined holding of 79.36 million shares, representing 52.51% of the total share capital [1] - The top ten institutional investors include notable firms such as Shanghai Zhongweizi Investment Management Co., Ltd. and Sunshine Property Insurance Co., Ltd., with their combined holding ratio decreasing by 1.62 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, there was an increase in holdings from one public fund, namely the Southern CSI All Share Real Estate ETF, with a slight rise in holding percentage [2] - Five public funds that did not disclose holdings in the current period include notable ETFs such as Huaxia CSI All Share Real Estate ETF and Southern CSI 2000 ETF [2]