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机构风向标 | 福斯达(603173)2025年二季度已披露前十大机构累计持仓占比67.66%
Xin Lang Cai Jing· 2025-08-27 01:19
Group 1 - Foxda (603173.SH) reported its semi-annual results for 2025, with 17 institutional investors disclosing holdings amounting to 108 million shares, representing 67.75% of the total share capital [1] - The top ten institutional investors collectively hold 67.66% of the shares, with a 0.25 percentage point increase compared to the previous quarter [1] Group 2 - In the public fund sector, three funds increased their holdings, accounting for a 0.73% increase, while one fund decreased its holdings by 0.26% [2] - One new public fund was disclosed, while five funds were no longer reported compared to the previous quarter [2]
机构风向标 | 广和通(300638)2025年二季度已披露前十大机构累计持仓占比5.60%
Xin Lang Cai Jing· 2025-08-27 01:19
Group 1 - Guanghetong (300638.SZ) released its semi-annual report for 2025 on August 27, 2025, showing that as of August 26, 2025, 23 institutional investors disclosed holding A-shares, totaling 45.05 million shares, accounting for 5.89% of Guanghetong's total share capital [1] - The top ten institutional investors include Xinyu Guanghe Chuanghong Venture Capital Partnership, Hong Kong Central Clearing Limited, and China Life Insurance Company, with the top ten investors holding a combined 5.60% of shares, an increase of 0.24 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two public funds increased their holdings compared to the previous period, namely Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, with an increase ratio of 0.18% [2] - One new public fund disclosed this period, Southern Huazhi Debt A, while 18 public funds were not disclosed compared to the previous quarter, including several funds from Huatai-PB and others [2] - Regarding foreign investment, one foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 1.16% compared to the previous quarter, while one new foreign institution, BARCLAYS BANK PLC, was disclosed [2]
机构风向标 | 中原内配(002448)2025年二季度已披露持仓机构仅5家
Xin Lang Cai Jing· 2025-08-27 01:19
Core Viewpoint - Zhongyuan Neipei (002448.SZ) reported its 2025 semi-annual results, highlighting an increase in institutional investor holdings and new public fund disclosures [1] Group 1: Institutional Holdings - As of August 26, 2025, five institutional investors disclosed holdings in Zhongyuan Neipei A-shares, totaling 6.0871 million shares, which represents 1.03% of the total share capital [1] - The institutional investor holdings increased by 0.39 percentage points compared to the previous quarter [1] Group 2: Public Funds - Four new public funds were disclosed this period compared to the previous quarter, including: - China Bank Co., Ltd. - Zhaoshang Quantitative Selected Stock Fund - Beijing Jiahua Baotong Consulting Co., Ltd. - Su Xin Zhongzheng A500 Index Enhanced A - Nanhua Fengrui Quantitative Stock Selection Mixed A - Nanhua Fengyuan Quantitative Stock Selection Mixed A [1] Group 3: Foreign Investment - No new foreign institutional disclosures were reported this period, with UBS AG being the only foreign institution not disclosing holdings compared to the previous quarter [1]
机构风向标 | 誉衡药业(002437)2025年二季度已披露持仓机构仅9家
Xin Lang Cai Jing· 2025-08-27 01:19
外资态度来看,本期较上一季度新披露的外资机构有 1 家 ,即香港中央结算有限公司。 2025年8月27日,誉衡药业(002437.SZ)发布2025年半年度报告。截至2025年8月26日,共有9个机构投资 者披露持有誉衡药业A股股份,合计持股量达3.75亿股,占誉衡药业总股本的16.69%。其中,机构投资 者包括国泰海通证券股份有限公司、YU HENG INTERNATIONAL INVESTMENTS CORPORATION、 ORIENTAL KEYSTONE INVESTMENT LIMITED、香港中央结算有限公司、上海方圆达创投资合伙企 业(有限合伙)-方圆-东方12号私募投资基金、上海方圆达创投资合伙企业(有限合伙)-方圆-东方27号私募 投资基金、上海方圆达创投资合伙企业(有限合伙)-方圆-东方6号私募投资基金、上海方圆达创投资合伙 企业(有限合伙)-方圆-东方22号私募投资基金、东源(天津)股权投资基金管理股份有限公司-东源投资财 富51号私募证券投资基金,机构投资者合计持股比例达16.69%。相较于上一季度,机构持股比例合计 上涨了0.35个百分点。 公募基金方面,本期较上一季未再披露的公募 ...
机构风向标 | 三超新材(300554)2025年二季度已披露持仓机构仅5家
Xin Lang Cai Jing· 2025-08-27 01:18
Core Insights - SanChao New Materials (300554.SZ) released its semi-annual report for 2025 on August 27, 2025, indicating a total of 5 institutional investors holding shares, amounting to 3.0482 million shares, which represents 2.67% of the total share capital [1] - The institutional investors include prominent firms such as GF Securities Co., Ltd., Nord Fund - Shandong Railway Development Fund Co., Ltd., UBS AG, Morgan Stanley & Co. International PLC, and Barclays Bank PLC, with a total institutional holding ratio increasing by 2.67 percentage points compared to the previous quarter [1] - In terms of foreign investment, three new foreign institutions disclosed their holdings this period, namely UBS AG, Morgan Stanley & Co. International PLC, and Barclays Bank PLC [1]
机构风向标 | 恒盛能源(605580)2025年二季度已披露持仓机构仅6家
Xin Lang Cai Jing· 2025-08-27 01:18
2025年8月27日,恒盛能源(605580.SH)发布2025年半年度报告。截至2025年8月26日,共有6个机构投资 者披露持有恒盛能源A股股份,合计持股量达680.72万股,占恒盛能源总股本的2.43%。其中,机构投 资者包括杭州冲和投资管理合伙企业(有限合伙)-冲和龙起量化对冲1号私募证券投资基金、杭州冲和投 资管理合伙企业(有限合伙)-冲和私募投资基金稳健1号、J.P.Morgan Securities PLC-自有资金、 MORGAN STANLEY & CO. INTERNATIONAL PLC.、汇安核心资产混合A、广发百发100指数A,机构 投资者合计持股比例达2.43%。相较于上一季度,机构持股比例合计下跌了0.12个百分点。 公募基金方面,本期较上一季度新披露的公募基金共计1个,即广发百发100指数A。 ...
机构风向标 | 南大光电(300346)2025年二季度已披露前十大机构累计持仓占比12.29%
Xin Lang Cai Jing· 2025-08-27 01:18
Group 1 - Nanda Optoelectronics (300346.SZ) released its semi-annual report for 2025, showing that as of August 26, 2025, 22 institutional investors held a total of 86.48 million A-shares, accounting for 12.51% of the total share capital [1] - The top ten institutional investors collectively held 12.29% of the shares, with a 0.30 percentage point increase compared to the previous quarter [1] Group 2 - In the public fund sector, 15 funds increased their holdings, including E Fund's ChiNext ETF and Guolian An's Semiconductor ETF, with an increase rate of 0.91% [2] - One public fund, Dongfang Quantitative Multi-Strategy Mixed A, reported a slight decrease in holdings compared to the previous quarter [2] - Three new public funds were disclosed this period, including Southern CSI 500 ETF and Huatai-PineBridge's Specialized New 100 Index Fund [2]
机构风向标 | 海南矿业(601969)2025年二季度已披露持仓机构仅6家
Xin Lang Cai Jing· 2025-08-27 01:18
Core Insights - Hainan Mining (601969.SH) released its semi-annual report for 2025, indicating significant institutional ownership of its A-shares [1] Institutional Ownership - As of August 26, 2025, six institutional investors disclosed holdings in Hainan Mining, totaling 1.569 billion shares, which represents 78.51% of the company's total share capital [1] - The institutional investors include Shanghai Fosun High Technology (Group) Co., Ltd., Hainan Haigang Group Co., Ltd., Hong Kong Central Clearing Limited, and several funds from China Merchants Bank and Industrial and Commercial Bank of China [1] - Compared to the previous quarter, the total institutional ownership increased by 0.20 percentage points [1] Public Fund Holdings - One public fund, Southern CSI 1000 ETF, increased its holdings compared to the previous period, showing a slight rise in ownership [1] - Two new public funds disclosed their holdings this period: Huaxia CSI 1000 ETF and GF CSI 1000 ETF [1] - One public fund, Guotai CSI Steel ETF, was not disclosed in this period compared to the previous quarter [1]
机构风向标 | 精测电子(300567)2025年二季度已披露前十大机构累计持仓占比15.55%
Xin Lang Cai Jing· 2025-08-27 01:18
公募基金方面,本期较上一期持股增加的公募基金共计7个,主要包括银华集成电路混合A、易米远见 价值一年定开混合A、银华惠享三年定期开放混合、东方惠新灵活配置混合A、南方半导体产业股票发 起A等,持股增加占比达0.26%。本期较上一季度持股减少的公募基金共计5个,包括景顺长城电子信息 产业股票A类、东方人工智能主题混合A、银华乐享混合A、银华智荟内在价值灵活配置混合发起式A、 嘉实企业变革股票,持股减少占比达0.47%。本期较上一季度新披露的公募基金共计10个,主要包括南 方中证500ETF、交银慧选睿信一年持有期混合(FOF)A、交银招享一年混合A、京管泰富优势混合A、光 大保德信安祺债券A等。本期较上一季未再披露的公募基金共计16个,主要包括景顺长城成长龙头一年 持有期混合A类、景顺长城优选混合、景顺长城创新成长混合、景顺长城环保优势股票、景顺长城成长 领航混合等。 险资方向,本期较上一期持股增加的险资共计1个,即瑞众人寿保险有限责任公司-自有资金,持股增加 占比小幅上涨。 2025年8月27日,精测电子(300567.SZ)发布2025年半年度报告。截至2025年8月26日,共有30个机构投 资者披露持有精 ...
机构风向标 | 同益股份(300538)2025年二季度已披露持仓机构仅3家
Xin Lang Cai Jing· 2025-08-27 01:18
Core Insights - Tongyi Co., Ltd. (300538.SZ) released its semi-annual report for 2025 on August 27, 2025, indicating a total of 3 institutional investors holding shares as of August 26, 2025 [1] - The total shareholding by these institutional investors amounts to 5.6307 million shares, representing 3.10% of Tongyi's total share capital [1] - Compared to the previous quarter, the proportion of shares held by institutional investors increased by 0.09 percentage points [1]