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机构风向标 | 科沃斯(603486)2025年二季度已披露持股减少机构超10家
Xin Lang Cai Jing· 2025-08-16 02:20
Group 1 - The core viewpoint of the news is that as of August 15, 2025, institutional investors hold a significant portion of Ecovacs Robotics' A-shares, totaling 4.39 billion shares, which accounts for 76.38% of the company's total equity [1] - The top ten institutional investors collectively hold 73.12% of the shares, with a slight decrease of 0.28 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, five funds increased their holdings in Ecovacs, with a total increase of 0.19% compared to the previous period [2] - Twelve public funds reduced their holdings, with notable funds including Huabao Manufacturing Stock and Guotai Zhongzheng All-Index Home Appliances ETF [2] - A total of 33 new public funds disclosed their holdings, while 11 funds did not disclose their holdings in the current period [2]
机构风向标 | 三晖电气(002857)2025年二季度已披露前十大机构持股比例合计下跌2.37个百分点
Xin Lang Cai Jing· 2025-08-15 01:11
2025年8月15日,三晖电气(002857.SZ)发布2025年半年度报告。截至2025年8月14日,共有4个机构投资 者披露持有三晖电气A股股份,合计持股量达3391.21万股,占三晖电气总股本的26.25%。其中,机构 投资者包括上海长耘企业管理合伙企业(有限合伙)、宁波恒晖企业管理咨询有限公司、财通资管先进制 造混合发起式A、新华中小市值优选混合,机构投资者合计持股比例达26.25%。相较于上一季度,机构 持股比例合计下跌了2.37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2个,包括财通资管先进制造混合发起式A、新 华中小市值优选混合。 ...
机构风向标 | 顺灏股份(002565)2025年二季度已披露前十大机构持股比例合计下跌2.03个百分点
Xin Lang Cai Jing· 2025-08-15 01:06
外资态度来看,本期较上一期持股增加的外资基金共计1个,即中信证券资产管理(香港)有限公司-客户 资金,持股增加占比达0.35%。 2025年8月15日,顺灏股份(002565.SZ)发布2025年半年度报告。截至2025年8月14日,共有2个机构投资 者披露持有顺灏股份A股股份,合计持股量达2.24亿股,占顺灏股份总股本的21.09%。其中,机构投资 者包括顺灏投资集团有限公司、中信证券资产管理(香港)有限公司-客户资金,机构投资者合计持股比例 达21.09%。相较于上一季度,机构持股比例合计下跌了2.03个百分点。 ...
机构风向标 | 东华测试(300354)2025年二季度已披露前十大机构持股比例合计下跌1.69个百分点
Xin Lang Cai Jing· 2025-08-15 01:06
2025年8月15日,东华测试(300354.SZ)发布2025年半年度报告。截至2025年8月14日,共有2个机构投资 者披露持有东华测试A股股份,合计持股量达94.19万股,占东华测试总股本的0.68%。其中,机构投资 者包括香港中央结算有限公司、中银颐利混合A,机构投资者合计持股比例达0.68%。相较于上一季 度,机构持股比例合计下跌了1.69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,即中银颐利混合A。本期较上一季未再披 露的公募基金共计5个,包括西部利得事件驱动股票A、诺德消费升级、西部利得时代动力混合发起A、 诺德优势产业、诺德灵活配置混合。 外资态度来看,本期较上一季度持股减少的外资基金共计1个,即香港中央结算有限公司,持股减少占 比达0.14%。本期较上一季未再披露的外资机构即中信证券资产管理(香港)有限公司-客户资金。 ...
航亚科技2025上半年净利润下滑8.92%,净利率降至16.72%
Sou Hu Cai Jing· 2025-08-11 11:02
Core Insights - The company, Hangya Technology, reported its 2025 mid-year results, showing revenue growth but a decline in profit [1] - As of August 11, the company's stock price was 26.72 yuan, with a total market capitalization of 6.904 billion yuan [1] Financial Performance - In the first half of 2025, Hangya Technology achieved an operating revenue of 369 million yuan, representing a year-on-year increase of 8.76%, while the net profit attributable to shareholders was 61 million yuan, down 8.92% year-on-year [1] - The company's net profit margin decreased from 19.51% in the first half of 2024 to 16.72%, and the gross profit margin fell from 42.68% to 39.81% [3] - The return on equity declined by 1.07 percentage points to 5.24% [3] Operational Efficiency - The inventory turnover days increased to 154.73 days, up 2.11 days compared to the first half of 2024, indicating a decline in inventory management efficiency [5] - The net cash flow from operating activities was 32 million yuan, a decrease from 49 million yuan in the same period of 2024 [5] - The asset-liability ratio for the first half of 2025 was 37.22%, an increase of 2.32 percentage points year-on-year, indicating a rise in the company's debt level [5] Institutional Holdings - As of the first half of 2025, the number of institutions holding Hangya Technology's stock decreased to 13, down from 213 in the same period of 2024, reflecting a significant drop in institutional investor interest [7] - The company's market capitalization peaked at 11.756 billion yuan on December 16, 2020, and the current market cap of 6.904 billion yuan indicates a need for a 70.28% increase in stock price to reach that historical high [7] - Despite the challenges, the company's stock price has risen by 55.08% this year, suggesting that the market still holds some expectations for the company [7]
机构风向标 | 嘉化能源(600273)2025年二季度已披露持股减少机构超10家
Xin Lang Cai Jing· 2025-08-06 01:07
2025年8月6日,嘉化能源(600273.SH)发布2025年半年度报告。截至2025年8月05日,共有39个机构投资 者披露持有嘉化能源A股股份,合计持股量达6.58亿股,占嘉化能源总股本的48.48%。其中,前十大机 构投资者包括浙江嘉化集团股份有限公司、香港中央结算有限公司、济南汇正投资合伙企业(有限合 伙)、兴业银行股份有限公司-富国兴远优选12个月持有期混合型证券投资基金、中国建设银行股份有限 公司-富国新动力灵活配置混合型证券投资基金、中国工商银行股份有限公司-富国文体健康股票型证券 投资基金、中国银行股份有限公司-易方达中证红利交易型开放式指数证券投资基金、交通银行股份有 限公司-景顺长城中证红利低波动100交易型开放式指数证券投资基金、中国工商银行股份有限公司-富 国中证红利指数增强型证券投资基金、天弘中证红利低波动100ETF,前十大机构投资者合计持股比例 达47.35%。相较于上一季度,前十大机构持股比例合计上涨了1.78个百分点。 公募基金方面,本期较上一期持股增加的公募基金共计4个,包括博时中证红利低波100ETF、中欧中证 红利低波动100指数发起A、天弘安康颐利混合A、大成中证红 ...
机构风向标 | 赛伍技术(603212)2025年一季度已披露前十大机构持股比例合计下跌1.81个百分点
Xin Lang Cai Jing· 2025-05-01 01:27
Group 1 - The core viewpoint of the news is that Saiwu Technology (603212.SH) reported its Q1 2025 results, highlighting the institutional investor holdings and changes in share ownership [1] - As of April 30, 2025, a total of 9 institutional investors disclosed holdings in Saiwu Technology, with a combined shareholding of 208 million shares, accounting for 47.43% of the total share capital [1] - The institutional investor shareholding decreased by 1.81 percentage points compared to the previous quarter [1] Group 2 - In terms of public funds, 15 public funds were disclosed this period, including Wanji Zhongzheng 1000 Index Enhanced A and Penghua Shanghua One-Year Holding Period Mixed A, which were not disclosed in the previous quarter [1] - Regarding foreign investment, one foreign fund, SILVER GLOW INVESTMENTS LIMITED, reduced its holdings by 1.88% compared to the previous quarter [2] - Two new foreign institutions were disclosed this period, including Hong Kong Central Clearing Limited and Goldman Sachs International - Proprietary Funds [2]
机构风向标 | 格林美(002340)2025年一季度已披露持股减少机构超30家
Xin Lang Cai Jing· 2025-05-01 01:25
Group 1 - The core viewpoint of the news is that Greeenmei (002340.SZ) reported its Q1 2025 results, highlighting the institutional investor landscape and changes in shareholding [1] - As of April 30, 2025, 53 institutional investors disclosed holding shares in Greeenmei A-shares, totaling 842 million shares, which represents 16.43% of the total share capital [1] - The top ten institutional investors collectively hold 15.20% of the shares, with a decrease of 1.05 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, there were 7 funds that increased their holdings, including major funds like the China Merchants CSI Battery Theme ETF and Tianhong CSI New Energy Index Enhanced A [2] - Conversely, 36 public funds reduced their holdings, with a decrease rate of 0.50%, including funds like Southern CSI 500 ETF and Huaxia CSI New Energy Vehicle ETF [2] - There were 5 newly disclosed public funds this quarter, while 287 funds were not disclosed again, indicating a significant turnover in the public fund landscape [2] Group 3 - Foreign investment sentiment showed a decrease in holdings from one foreign fund, Hong Kong Central Clearing Limited, with a reduction rate of 0.23% [2]
机构风向标 | 宏创控股(002379)2025年一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· 2025-05-01 01:24
Group 1 - Macro Holdings (002379.SZ) reported its Q1 2025 results, with 20 institutional investors holding a total of 357 million shares, representing 31.40% of the company's total equity [1] - The top ten institutional investors collectively hold 31.31% of the shares, a decrease of 1.62 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Southern CSI 2000 ETF, increased its holdings, while one fund, E Fund CSI 2000 ETF, decreased its holdings [2] - A total of 12 new public funds disclosed their holdings this period, including Ruiyuan Balanced Value Mixed A and CITIC Securities Excellent Growth A [2] - One foreign fund, Swiss Capital Bank, increased its holdings, while Hong Kong Central Clearing Limited reduced its holdings by 0.88% [2]
机构风向标 | 瑞达期货(002961)2025年一季度已披露前十大机构持股比例合计下跌1.17个百分点
Xin Lang Cai Jing· 2025-05-01 01:19
Group 1 - The core viewpoint of the news is that as of April 30, 2025, institutional investors hold a significant majority of Ruida Futures' A-shares, with a total holding of 359 million shares, representing 80.59% of the total share capital [1] - The top ten institutional investors collectively hold 80.54% of the shares, which is a decrease of 1.17 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, there was a slight increase in holdings from one public fund, namely Baoying New Sharp Mixed A, while four new public funds were disclosed compared to the previous quarter [2] - A total of 155 public funds were not disclosed in this period, including several notable funds such as GF Multi-Factor Mixed and GF Ruiyu One-Year Holding Period Mixed A [2] - Regarding foreign investment, one foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.44% compared to the previous quarter, while one new foreign institution, Morgan Stanley & Co. International PLC, was disclosed [2]