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机构风向标 | 盛新锂能(002240)2025年二季度已披露前十大机构累计持仓占比29.64%
Xin Lang Cai Jing· 2025-08-23 01:41
Core Viewpoint - Shengxin Lithium Energy (002240.SZ) reported its semi-annual results for 2025, highlighting significant institutional investor holdings and changes in public fund investments [1] Institutional Holdings - As of August 22, 2025, 15 institutional investors disclosed holdings in Shengxin Lithium Energy A-shares, totaling 272 million shares, which represents 29.74% of the company's total share capital [1] - The top ten institutional investors collectively hold 29.64% of the shares, with notable investors including Shenzhen Shengtun Group Co., Ltd., BYD Co., Ltd., and others [1] - Compared to the previous quarter, the combined holding percentage of the top ten institutions decreased by 0.10 percentage points [1] Public Fund Investments - Three public funds reduced their holdings compared to the previous quarter, with a total decrease of 0.11% [1] - Two new public funds disclosed their holdings during this period, namely Zhongyou Zhongzheng 500 Index Enhanced A and Huashan New Materials Theme Stock Initiation A [1] - One public fund, Chang'an Yusheng Mixed A, was not disclosed in this period, indicating a change in the public fund landscape [1]
机构风向标 | 联芸科技(688449)2025年二季度已披露前十大机构累计持仓占比70.56%
Xin Lang Cai Jing· 2025-08-23 01:41
Group 1 - The core viewpoint of the news is that 联芸科技 (688449.SH) has reported its semi-annual results for 2025, highlighting significant institutional ownership and changes in shareholding among public funds [1][2] Group 2 - As of August 22, 2025, a total of 14 institutional investors hold shares in 联芸科技, with a combined holding of 325 million shares, representing 70.69% of the total share capital [1] - The top ten institutional investors account for 70.56% of the total shares, with a slight decrease of 0.29 percentage points compared to the previous quarter [1] Group 3 - In the public fund sector, one fund, 浦银安盛先进制造混合A, has increased its holdings, while one new fund, 招商丰盈积极配置混合A, has been disclosed [2] - A total of 198 public funds have not disclosed their holdings compared to the previous quarter, including various ETFs and mutual funds focused on innovation and carbon neutrality [2]
机构风向标 | 士兰微(600460)2025年二季度已披露前十大机构累计持仓占比45.23%
Xin Lang Cai Jing· 2025-08-23 01:39
Group 1 - The core viewpoint of the news is that Silan Microelectronics (600460.SH) has reported a significant increase in institutional ownership, with 21 institutional investors holding a total of 753 million shares, representing 45.25% of the company's total equity as of August 22, 2025 [1] - The top ten institutional investors collectively hold 45.23% of the shares, with an increase of 1.64 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four funds increased their holdings, including Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, with an increase in holdings accounting for 0.29% [2] - One new public fund disclosed its holdings this quarter, namely Nanhua CSI Hangzhou Bay Area ETF, while three funds were not disclosed in the current quarter [2]
机构风向标 | 大恒科技(600288)2025年二季度已披露持仓机构仅4家
Xin Lang Cai Jing· 2025-08-23 01:39
Core Viewpoint - Dahan Technology (600288.SH) reported its semi-annual results for 2025, highlighting an increase in institutional investor holdings and the introduction of new public funds [1] Group 1: Institutional Holdings - As of August 22, 2025, four institutional investors disclosed holdings in Dahan Technology A-shares, totaling 8.4018 million shares, which represents 1.92% of the total share capital [1] - The institutional investors include Shanghai Kuang Investment Asset Management Co., Ltd., Hainan Zongguan Private Fund Management Co., Ltd., and two specific index-enhanced funds [1] - Compared to the previous quarter, the total institutional holding percentage increased by 0.34 percentage points [1] Group 2: Public Funds - During this reporting period, two new public funds were disclosed compared to the previous quarter, namely the招商中证2000指数增强A and 海富通中证2000增强策略ETF [1]
机构风向标 | 雄塑科技(300599)2025年二季度已披露持仓机构仅3家
Xin Lang Cai Jing· 2025-08-23 01:37
公募基金方面,本期较上一季未再披露的公募基金共计1个,即华夏中证500指数增强A。 2025年8月23日,雄塑科技(300599.SZ)发布2025年半年度报告。截至2025年8月22日,共有3个机构投资 者披露持有雄塑科技A股股份,合计持股量达1703.02万股,占雄塑科技总股本的4.76%。其中,机构投 资者包括佛山市雄进投资有限公司、广东明析投资私募基金管理有限公司-明析安心8号私募证券投资基 金、佛山弘信私募基金管理有限公司-弘信鼎丰二号私募证券投资基金,机构投资者合计持股比例达 4.76%。相较于上一季度,机构持股比例合计下跌了0.83个百分点。 ...
机构风向标 | 岱勒新材(300700)2025年二季度已披露持仓机构仅7家
Xin Lang Cai Jing· 2025-08-23 01:37
Core Viewpoint - Dai Le New Materials (300700.SZ) reported its semi-annual results for 2025, highlighting a significant presence of institutional investors holding 26.59% of the total shares, indicating growing institutional interest in the company [1] Institutional Investors - As of August 22, 2025, seven institutional investors disclosed holdings in Dai Le New Materials, totaling 105 million shares [1] - The institutional investors include notable firms such as Hunan Chengxi Yi Technology Co., Ltd., Hunan Huazhou Investment Private Fund Management Co., Ltd., and Barclays Bank PLC [1] - The overall institutional holding percentage increased by 0.33 percentage points compared to the previous quarter [1] Public Funds - One public fund, GF Zhongzheng A500 Index Enhanced A, was disclosed in this period, with no new public funds reported compared to the previous quarter [1] Foreign Investment - One new foreign institution, Barclays Bank PLC, disclosed its holdings this period, while J.P. Morgan Securities PLC was not reported in the current quarter [1]
机构风向标 | 兴通股份(603209)2025年二季度机构持仓风向标
Xin Lang Cai Jing· 2025-08-23 01:34
公募基金方面本期较上一季度持股减少的公募基金共计4个,包括交银新生活力灵活配置混合A、东方 红远见价值混合A、东方红远见领航混合发起A、东方红启瑞三年持有混合A,持股减少占比达0.98%。 本期较上一季度新披露的公募基金共计1个,即东方红远见精选混合A。本期较上一季未再披露的公募 基金共计4个,包括中邮研究精选混合、中邮核心竞争力灵活配置混合、中邮兴荣价值一年持有期混 合、财通福瑞混合发起(LOF)A。 2025年8月23日,兴通股份(603209.SH)发布2025年半年度报告。截至2025年8月22日,共有10个机构投 资者披露持有兴通股份A股股份,合计持股量达6747.12万股,占兴通股份总股本的20.76%。其中,前 十大机构投资者包括雄安和海创业投资合伙企业(有限合伙)、厦门建发新兴产业股权投资拾壹号合伙企 业(有限合伙)、广东恒健国际投资有限公司、国兴(厦门)投资管理有限公司-厦门国贸产业发展股权投资 基金合伙企业(有限合伙)、山东日盈投资有限公司、中信银行股份有限公司-交银施罗德新生活力灵活配 置混合型证券投资基金、东方红远见价值混合A、东方红远见领航混合发起A、东方红启瑞三年持有混 合A、东方 ...
机构风向标 | 尚纬股份(603333)2025年二季度已披露持仓机构仅7家
Xin Lang Cai Jing· 2025-08-23 01:34
Core Viewpoint - Shangwei Co., Ltd. (603333.SH) reported a significant increase in institutional ownership, with a total of 236 million shares held by seven institutional investors, representing 37.96% of the company's total share capital, marking a rise of 19.32 percentage points compared to the previous quarter [1] Institutional Ownership - As of August 22, 2025, seven institutional investors disclosed their holdings in Shangwei Co., Ltd., with a combined shareholding of 236 million shares [1] - The institutional investors include Fuhua Tongda Chemical Co., Ltd., Leshan High-tech Investment Development (Group) Co., Ltd., UBS AG, Goldman Sachs, Morgan Stanley & Co. International PLC, Barclays Bank PLC, and Shanghai Shennong Energy Conservation and Environmental Protection Technology Co., Ltd. [1] - The total institutional ownership increased by 19.32 percentage points compared to the previous quarter [1] Foreign Investment - Four new foreign institutional investors disclosed their holdings this quarter, including UBS AG, Goldman Sachs, Morgan Stanley & Co. International PLC, and Barclays Bank PLC [1]
机构风向标 | 高澜股份(300499)2025年二季度已披露前十大机构累计持仓占比8.64%
Xin Lang Cai Jing· 2025-08-23 01:34
Group 1 - Highlan Co., Ltd. (300499.SZ) released its semi-annual report for 2025 on August 23, 2025, showing that as of August 22, 2025, 11 institutional investors held a total of 26.38 million shares, accounting for 8.64% of the total share capital [1] - The top ten institutional investors include major entities such as Industrial and Commercial Bank of China and China Construction Bank, with their combined shareholding increasing by 1.51 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, namely the Fortune Optimized Enhanced Bond A/B, increased its holdings by 0.40% compared to the previous period [2] - Six new public funds disclosed their holdings in Highlan Co., Ltd., including notable funds like Nuon Anhe Xin Mixed A and Fortune New Vitality Flexible Allocation Mixed A [2] - One new social security fund, the National Social Security Fund 116 Combination, disclosed its holdings in Highlan Co., Ltd. during this period [2]
机构风向标 | 爱玛科技(603529)2025年二季度已披露前十大机构累计持仓占比8.32%
Xin Lang Cai Jing· 2025-08-23 01:34
Group 1 - Aima Technology (603529.SH) reported its semi-annual results for 2025, with 56 institutional investors holding a total of 83.81 million shares, representing 9.73% of the total share capital [1] - The top ten institutional investors collectively hold 8.32% of Aima Technology's shares, with an increase of 0.58 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 19 funds increased their holdings, accounting for 0.53% of the total, while 9 funds decreased their holdings, representing a reduction of 0.42% [2] - A total of 23 new public funds disclosed their holdings this period, while 81 funds did not disclose their holdings compared to the previous quarter [2] Group 3 - One social security fund, the National Social Security Fund 110 Portfolio, did not disclose its holdings this period [3]