基金重仓
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中矿资源股价涨5.01%,中泰证券资管旗下1只基金重仓,持有1.2万股浮盈赚取4.27万元
Xin Lang Cai Jing· 2025-12-24 02:12
Group 1 - The core viewpoint of the news is that Zhongmin Resources has seen a significant increase in its stock price, rising by 5.01% to 74.89 CNY per share, with a trading volume of 796 million CNY and a market capitalization of 54.033 billion CNY as of the report date [1] - Zhongmin Resources Group Co., Ltd. is based in Beijing and was established on June 2, 1999, with its listing date on December 30, 2014. The company specializes in the development and utilization of rare light metal resources (lithium, cesium, rubidium), geological exploration technology services, mineral rights investment, international mineral product trade, and international engineering [1] - The main revenue composition of Zhongmin Resources includes 71.26% from merchandise sales, 18.70% from other sources, 9.22% from operating leases, and 0.82% from service provision [1] Group 2 - From the perspective of fund holdings, Zhongmin Resources is a significant position in the Zhongtai Securities Asset Management fund, specifically in the Zhongtai CSI 500 Index Enhanced A (008112), which held 12,000 shares, accounting for 1.1% of the fund's net value, ranking as the sixth-largest holding [2] - The Zhongtai CSI 500 Index Enhanced A fund was established on December 11, 2019, with a current scale of 18.8954 million CNY. It has achieved a year-to-date return of 22.88%, ranking 2328 out of 4197 in its category, and a one-year return of 21.41%, ranking 2417 out of 4157 [2] - The fund manager of Zhongtai CSI 500 Index Enhanced A is Zou Wei, who has been in the position for 6 years and 16 days, managing a total asset size of 1.041 billion CNY, with the best fund return during his tenure being 68.87% and the worst being -4.04% [3]
中金公司跌1.50%,成交额9.86亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-12-23 07:53
Core Viewpoint - The company, China International Capital Corporation (CICC), is experiencing a significant increase in expected profits for the first half of 2025, driven by its core business segments and the overall market environment [2][8]. Financial Performance - For the period from January 1, 2025, to June 30, 2025, the company expects a net profit attributable to shareholders of between RMB 3.453 billion and RMB 3.966 billion, representing a growth of 55% to 78% compared to the previous year's net profit of RMB 2.228 billion [2]. - As of September 30, 2025, CICC reported a revenue of RMB 20.761 billion, a year-on-year increase of 54.36%, and a net profit of RMB 6.567 billion, reflecting a 129.75% growth [8]. Company Overview - CICC, established on July 31, 1995, operates in various financial sectors, including investment banking, equity sales and trading, fixed income, wealth management, and investment management [7]. - The company's revenue composition includes wealth management (32.58%), equity business (25.78%), fixed income (13.38%), investment banking (11.26%), and other services [7]. Shareholder Information - As of September 30, 2025, the number of shareholders is 118,900, a decrease of 4.10% from the previous period, with an average of 24,662 shares held per shareholder, an increase of 4.28% [8]. - The company has distributed a total of RMB 5.358 billion in dividends since its A-share listing, with RMB 3.041 billion distributed over the last three years [9]. Market Position - CICC is classified as a state-owned enterprise, with its ultimate controller being the Central Huijin Investment Limited [2][3]. - The company is categorized under the non-bank financial sector, specifically in the securities industry, and is involved in various concept sectors such as state-owned enterprise reform and financial technology [7].
英派斯跌2.08%,成交额1.00亿元,主力资金净流入406.36万元
Xin Lang Zheng Quan· 2025-12-23 06:36
英派斯所属申万行业为:轻工制造-文娱用品-娱乐用品。所属概念板块包括:基金重仓、增持回购、智 能眼镜、体育产业、小盘等。 截至9月30日,英派斯股东户数1.48万,较上期减少24.69%;人均流通股10016股,较上期增加32.78%。 2025年1月-9月,英派斯实现营业收入8.56亿元,同比减少4.53%;归母净利润5075.05万元,同比减少 41.88%。 12月23日,英派斯盘中下跌2.08%,截至14:28,报25.46元/股,成交1.00亿元,换手率2.64%,总市值 37.63亿元。 资金流向方面,主力资金净流入406.36万元,特大单买入357.50万元,占比3.56%,卖出899.72万元,占 比8.96%;大单买入3160.81万元,占比31.49%,卖出2212.23万元,占比22.04%。 英派斯今年以来股价涨13.94%,近5个交易日涨8.16%,近20日涨8.66%,近60日涨21.47%。 今年以来英派斯已经1次登上龙虎榜,最近一次登上龙虎榜为4月14日。 资料显示,青岛英派斯健康科技股份有限公司位于山东省青岛市崂山区秦岭路18号国展财富中心3号楼7 层,成立日期2004年6月 ...
华电科工跌2.12%,成交额7102.14万元,主力资金净流出1078.49万元
Xin Lang Zheng Quan· 2025-12-23 06:27
Core Viewpoint - Huadian Technology Co., Ltd. has experienced a stock price decline of 2.12% on December 23, with a current price of 7.84 CNY per share and a market capitalization of 9.139 billion CNY, despite a year-to-date increase of 16.56% in stock price [1] Financial Performance - For the period from January to September 2025, Huadian Technology achieved a revenue of 6.534 billion CNY, representing a year-on-year growth of 32.64%, and a net profit attributable to shareholders of 120 million CNY, up 11.58% year-on-year [2] - The company has distributed a total of 610 million CNY in dividends since its A-share listing, with 187 million CNY distributed over the past three years [3] Stock Market Activity - As of December 23, the stock has seen a trading volume of 71.0214 million CNY, with a turnover rate of 0.77%, and a net outflow of main funds amounting to 10.7849 million CNY [1] - The stock has been on the "Dragon and Tiger List" once this year, with the last occurrence on March 24 [1] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 39,300, with an average of 29,567 circulating shares per person, a decrease of 2.94% from the previous period [2] - Notable shareholders include Hong Kong Central Clearing Limited, which holds 5.5908 million shares, and new entrants such as招商量化精选股票发起式A and 招商成长量化选股股票A [3] Business Overview - Huadian Technology, established on December 26, 2008, and listed on December 11, 2014, is primarily engaged in engineering system design, general contracting, and the research, design, and manufacturing of core high-end equipment [1] - The company's revenue composition includes high-end steel structure engineering (33.89%), material conveying system engineering (24.76%), thermal engineering (23.15%), marine engineering (17.87%), and hydrogen energy business (0.34%) [1] Industry Classification - Huadian Technology is classified under the construction decoration industry, specifically in the specialized engineering sector, with concepts including fuel cells, nuclear power, and the Belt and Road Initiative [2]
三七互娱涨2.01%,成交额8.83亿元,主力资金净流入766.55万元
Xin Lang Zheng Quan· 2025-12-23 05:50
Core Viewpoint - Sanqi Interactive Entertainment has shown a significant stock price increase of 55.88% year-to-date, with a recent trading volume indicating strong market interest and liquidity [1][2]. Financial Performance - For the period from January to September 2025, Sanqi Interactive Entertainment reported a revenue of 12.461 billion yuan, representing a year-on-year decrease of 6.59%. However, the net profit attributable to shareholders increased by 23.57% to 2.345 billion yuan [2]. - The company has distributed a total of 11.5 billion yuan in dividends since its A-share listing, with 6.388 billion yuan distributed over the past three years [3]. Stock Market Activity - As of December 23, the stock price was 22.83 yuan per share, with a market capitalization of 50.505 billion yuan. The stock experienced a trading volume of 883 million yuan and a turnover rate of 2.46% [1]. - The net inflow of main funds was 7.6655 million yuan, with significant buying and selling activity from large orders [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 159,300, with an average of 10,034 shares held per shareholder, a decrease of 5.54% from the previous period [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 128 million shares, which decreased by 4.3869 million shares compared to the previous period [3].
冰川网络涨2.02%,成交额1.49亿元,主力资金净流入281.00万元
Xin Lang Cai Jing· 2025-12-23 05:40
Group 1 - The core viewpoint of the news is that Glacier Network's stock has shown significant performance, with a year-to-date increase of 85.61% and a recent trading volume indicating active investor interest [1] - As of December 23, Glacier Network's stock price reached 34.82 yuan per share, with a total market capitalization of 8.164 billion yuan [1] - The company has experienced a net inflow of main funds amounting to 2.81 million yuan, with large orders contributing significantly to the trading activity [1] Group 2 - Glacier Network, established on January 21, 2008, specializes in developing large-scale multiplayer online games based on its proprietary engine technology, with 99.32% of its revenue coming from game recharge [2] - As of September 30, 2025, Glacier Network reported a revenue of 1.876 billion yuan, a year-on-year decrease of 5.39%, while its net profit attributable to shareholders increased by 207.49% to 502 million yuan [2] - The company has distributed a total of 1.075 billion yuan in dividends since its A-share listing, with 817 million yuan distributed over the past three years [3] Group 3 - As of September 30, 2025, the number of shareholders in Glacier Network decreased by 18.02% to 36,200, while the average number of tradable shares per person increased by 21.97% to 4,555 shares [2] - The top circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, indicating a diversified institutional interest in the company [3]
中闽能源涨2.08%,成交额1.15亿元,主力资金净流入1098.64万元
Xin Lang Cai Jing· 2025-12-23 03:36
中闽能源所属申万行业为:公用事业-电力-风力发电。所属概念板块包括:福建国资、基金重仓、充电 桩、融资融券、海上风电等。 截至9月30日,中闽能源股东户数3.93万,较上期减少3.93%;人均流通股48365股,较上期增加4.09%。 2025年1月-9月,中闽能源实现营业收入10.80亿元,同比减少1.40%;归母净利润3.28亿元,同比减少 19.82%。 中闽能源今年以来股价跌1.95%,近5个交易日跌2.16%,近20日涨8.47%,近60日涨13.49%。 资料显示,中闽能源股份有限公司位于福建省福州市鼓楼区五四路国际大厦二十二层A,B,C座,成立日 期1998年5月26日,上市日期1998年6月2日,公司主营业务涉及陆上风力发电的项目开发、建设及运 营。主营业务收入构成为:风电96.16%,其他(补充)1.61%,生物质发电1.16%,光伏发电1.06%。 12月23日,中闽能源盘中上涨2.08%,截至10:58,报5.89元/股,成交1.15亿元,换手率1.04%,总市值 112.09亿元。 资金流向方面,主力资金净流入1098.64万元,特大单买入468.13万元,占比4.08%,卖出404. ...
巨人网络涨2.02%,成交额5.33亿元,主力资金净流入611.71万元
Xin Lang Cai Jing· 2025-12-23 03:26
机构持仓方面,截止2025年9月30日,巨人网络十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股1.35亿股,相比上期增加4321.52万股。华夏中证动漫游戏ETF(159869)位居第四大流通 股东,持股3896.18万股,相比上期增加749.73万股。南方中证500ETF(510500)位居第五大流通股 东,持股1973.42万股,相比上期减少40.76万股。国泰中证动漫游戏ETF(516010)位居第九大流通股 东,持股1090.00万股,为新进股东。富国兴远优选12个月持有期混合A(011164)退出十大流通股东之 列。 资料显示,巨人网络集团股份有限公司位于上海市松江区中辰路655号,成立日期1997年7月22日,上市 日期2011年3月2日,公司主营业务涉及互联网游戏的研发和运营。主营业务收入构成为:移动端网络游 戏业务78.16%,电脑端网络游戏业务19.11%,其他游戏相关业务2.42%,其他(补充)0.31%。 巨人网络所属申万行业为:传媒-游戏Ⅱ-游戏Ⅲ。所属概念板块包括:年度强势、华为概念、基金重 仓、云游戏、大盘等。 截至9月30日,巨人网络股东户数6.10万,较上期增加 ...
安琪酵母跌2.06%,成交额2.65亿元,主力资金净流出3151.17万元
Xin Lang Zheng Quan· 2025-12-23 03:23
12月23日,安琪酵母盘中下跌2.06%,截至11:14,报44.66元/股,成交2.65亿元,换手率0.69%,总市值 387.67亿元。 资金流向方面,主力资金净流出3151.17万元,特大单买入1197.44万元,占比4.51%,卖出2859.71万 元,占比10.78%;大单买入3624.80万元,占比13.66%,卖出5113.71万元,占比19.28%。 安琪酵母今年以来股价涨25.80%,近5个交易日涨10.00%,近20日涨10.24%,近60日涨13.75%。 今年以来安琪酵母已经1次登上龙虎榜,最近一次登上龙虎榜为3月5日,当日龙虎榜净买入-1.36亿元; 买入总计1.88亿元 ,占总成交额比19.17%;卖出总计3.24亿元 ,占总成交额比33.09%。 资料显示,安琪酵母股份有限公司位于湖北省宜昌市城东大道168号,成立日期1998年3月25日,上市日 期2000年8月18日,公司主营业务涉及从事酵母、酵母衍生物及相关生物制品的开发、生产和经营。主 营业务收入构成为:酵母及相关行业90.62%,其他7.89%,包装物4.07%。 安琪酵母所属申万行业为:食品饮料-调味发酵品Ⅱ-调味发酵 ...
科士达涨2.01%,成交额5.24亿元,主力资金净流入2102.91万元
Xin Lang Zheng Quan· 2025-12-23 03:02
Core Viewpoint - Kstar Technology has shown significant stock price growth and strong financial performance, indicating a positive investment opportunity in the power equipment sector. Group 1: Stock Performance - On December 23, Kstar's stock rose by 2.01%, reaching 50.87 CNY per share, with a trading volume of 524 million CNY and a turnover rate of 1.85%, resulting in a total market capitalization of 29.618 billion CNY [1] - Year-to-date, Kstar's stock price has increased by 128.12%, with a 13.68% rise in the last five trading days, 16.14% in the last 20 days, and 27.56% over the last 60 days [1] - Kstar has appeared on the stock market's "Dragon and Tiger List" three times this year, with the most recent occurrence on November 7 [1] Group 2: Financial Performance - For the period from January to September 2025, Kstar achieved a revenue of 3.609 billion CNY, representing a year-on-year growth of 23.93%, and a net profit attributable to shareholders of 446 million CNY, up 24.93% year-on-year [2] - Since its A-share listing, Kstar has distributed a total of 1.544 billion CNY in dividends, with 602 million CNY distributed over the past three years [3] Group 3: Shareholder Information - As of December 11, Kstar had 40,000 shareholders, with an average of 14,128 circulating shares per shareholder, showing no change from the previous period [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 10.6908 million shares, an increase of 2.45 million shares from the previous period [3] - Several new institutional shareholders have entered Kstar's top ten circulating shareholders, including Bosera Huixing Return Mixed Fund and E Fund Supply-side Reform Mixed Fund [3]