投资者除了在定期报告中获得股东信息数据外，还可以在交易所互动平台上通过提问方式了解部分公司 更及时（每月10日、20日、月末）的股东户数信息。以往3期分别有843家、789家、817家公司在互动平 台透露了股东户数，截至发稿，共有880家公司公布了截至7月20日股东户数。 880只股公布截至7月20日最新股东户数，相比上期股东户数下降的有380只，降幅居前的是金一文化、 创益通、九鼎新材等。 上期筹码集中股回测：42%跑赢沪指 证券时报·数据宝对上一期(7月10日)筹码集中股监测显示，这些股7月1日以来平均上涨5.29%，走势强于 同期沪指表现（上涨4.97%），其中，42%的筹码集中股相对大盘获超额收益。 上期股东户数降逾一成个股中，慧辰股份涨幅最高，7月1日以来累计上涨55.33%，涨幅居前的还有菲 林格尔、国统股份等。 43股最新股东户数降逾一成 证券时报·数据宝统计显示，共有880只个股公布了7月20日股东户数，与上期（7月10日）相比，股东户 数下降的有380只。其中股东户数降幅超一成的有43只。 股东户数降幅最多的是金一文化，截至7月20日最新股东户数为124196户，较7月10日下降27.56% ...

九鼎新材7月29日披露，截至7月20日公司股东户数为50924户，较上期（7月10日）减少18807户，环比 降幅为26.97%。 证券时报·数据宝统计，截至发稿，九鼎新材收盘价为7.72元，下跌0.39%，本期筹码集中以来股价累计 下跌9.39%。具体到各交易日，5次上涨，8次下跌。 融资融券数据显示，该股最新（7月28日）两融余额为1.16亿元，其中，融资余额为1.16亿元，本期筹码 集中以来融资余额合计增加286.22万元，增幅为2.53%。 公司发布的一季报数据显示，一季度公司共实现营业收入2.93亿元，同比增长6.98%，实现净利润 1643.64万元，同比增长84.89%，基本每股收益为0.0252元，加权平均净资产收益率1.49%。 7月12日公司发布上半年业绩预告，预计实现净利润4000.00万元至4600.00万元，变动区间为 121.41%~154.62%。（数据宝） （文章来源：证券时报网） ...

Core Insights - The company reported a decrease in the number of shareholders, with a total of 43,000 as of July 20, down by 4,000 from the previous period, representing a decline of 8.51% [1] - The closing price of the company's stock was 5.60 yuan, down 1.58%, with a cumulative increase of 0.90% since the concentration of shares began [1] - The latest margin trading data shows a total margin balance of 239 million yuan, with an increase of 25.62 million yuan, or 11.99%, since the concentration of shares began [1] - The company reported first-quarter revenue of 1.453 billion yuan, a year-on-year increase of 5.23%, and a net profit of 140 million yuan, a year-on-year increase of 86.95% [1] - The company expects a net profit of between 280 million and 310 million yuan for the first half of the year, with a change range of 47.65% to 63.47% [1]

Summary of Key Points Core Viewpoint - A total of 734 stocks reported their latest shareholder numbers as of July 20, with 337 stocks showing a decline compared to the previous period, indicating a trend of decreasing shareholder engagement in certain companies [1][3]. Group 1: Shareholder Changes - Among the 734 stocks, 38 stocks experienced a decline in shareholder numbers exceeding 10% [3]. - The stock with the largest decline in shareholder numbers was Jin Yi Culture, which saw a decrease of 27.56% to 124,196 shareholders, alongside a cumulative drop of 15.33% in its stock price since the concentration of shares [3][4]. - Chuang Yi Tong followed closely with a 27.39% decrease in shareholder numbers, totaling 14,176, and a cumulative decline of 6.06% in its stock price [3][4]. Group 2: Performance of Concentrated Stocks - Stocks with concentrated holdings outperformed the Shanghai Composite Index, with 46% of these stocks achieving excess returns compared to the index [2]. - The average increase for concentrated stocks since July 1 was 5.04%, surpassing the Shanghai Composite Index's increase of 4.33% during the same period [2]. Group 3: Industry Performance - The industries with the highest concentration of stocks included machinery, basic chemicals, and electronics, with 39, 36, and 27 stocks respectively [3]. - Notable performers among concentrated stocks included Shen Shui Gui Yuan, Kang Hong Pharmaceutical, and Top Cloud Agriculture, with increases of 56.23%, 38.54%, and 37.29% respectively since July 11 [3]. Group 4: Earnings Reports - Among the concentrated stocks, *ST Ling Da reported the highest year-on-year net profit growth of 37.56% [4]. - Four stocks released preliminary earnings reports, with Bai Long Chuang Yuan and Guo Yuan Securities showing net profit growth rates of 42.68% and 40.44% respectively [4]. - A total of 102 stocks provided earnings forecasts, with 29 expecting profit increases and 9 expecting to turn profitable [4]. Group 5: Notable Stocks with Declining Shareholder Numbers - Other stocks with significant declines in shareholder numbers included Yi Hao New Materials (-26.86%), Bang Ji Technology (-25.36%), and Hui Zhong Shares (-24.28%) [4][5]. - The overall trend indicates a potential shift in investor sentiment towards these companies, as evidenced by the significant outflows of capital during the observed period [3][4].

526只股公布截至7月20日最新股东户数，相比上期股东户数下降的有257只，降幅居前的是创益通、邦 基科技、汇中股份等。 投资者除了在定期报告中获得股东信息数据外，还可以在交易所互动平台上通过提问方式了解部分公司 更及时（每月10日、20日、月末）的股东户数信息。以往3期分别有805家、744家、810家公司在互动平 台透露了股东户数，截至发稿，共有526家公司公布了截至7月20日股东户数。 上期筹码集中股回测：39%跑赢沪指 证券时报·数据宝对上一期(7月10日)筹码集中股监测显示，这些股7月1日以来平均上涨3.74%，走势弱于 同期沪指表现（上涨4.00%），其中，39%的筹码集中股相对大盘获超额收益。 上期股东户数降逾一成个股中，慧辰股份涨幅最高，7月1日以来累计上涨53.32%，涨幅居前的还有邦 基科技、*ST宇顺等。 24股最新股东户数降逾一成 证券时报·数据宝统计显示，共有526只个股公布了7月20日股东户数，与上期（7月10日）相比，股东户 数下降的有257只。其中股东户数降幅超一成的有24只。 股东户数降幅最多的是创益通，截至7月20日最新股东户数为14176户，较7月10日下降27.39%， ...

Group 1 - A total of 390 stocks reported their latest shareholder numbers as of July 20, with 188 stocks showing a decrease compared to the previous period [1][3] - The stocks with the largest decline in shareholder numbers include Chuangyitong, Huizhong Co., and Xingsen Technology, with declines of 27.39%, 24.28%, and 18.87% respectively [3][4] - The average increase in the concentrated chip stocks since July 1 is 4.56%, outperforming the Shanghai Composite Index, which increased by 3.99% [2] Group 2 - Among the stocks with a decline of over 10% in shareholder numbers, 19 stocks were identified, with Huicheng Co. showing the highest increase in stock price at 41.92% since July 1 [2][3] - The latest performance report indicates that four stocks have already released their half-year earnings, with Baolong Chuangyuan and Guoyuan Securities showing net profit growth rates of 42.68% and 40.44% respectively [4] - The industry distribution of concentrated chip stocks shows a significant presence in machinery, basic chemicals, and electronics, with 25, 22, and 13 stocks respectively [3][4]

Core Viewpoint - The article highlights the trend of decreasing shareholder accounts among several companies, indicating a concentration of shares and potential investment opportunities in those stocks [1][2]. Group 1: Shareholder Account Trends - A total of 94 companies reported their latest shareholder account numbers as of July 20, with 16 companies experiencing a continuous decline for more than three periods, and one company, Guoyuan Securities, seeing a decrease for 12 consecutive periods, with a cumulative decline of 7.13% [1]. - Zhongyuan Media has also seen a significant decline, with its shareholder accounts dropping for 9 consecutive periods, resulting in a cumulative decline of 29.57% [1]. - Other companies with notable declines in shareholder accounts include Jiemai Technology, Xiyu Co., and Shuangxiang Co. [1]. Group 2: Market Performance - Among the companies with decreasing shareholder accounts, 14 have seen their stock prices rise, while only 2 have experienced declines, with Xiyu Co., Haixia Co., and Jiangsu Shentong showing high cumulative gains of 25.89%, 22.93%, and 16.93%, respectively [2]. - 12 of these companies outperformed the Shanghai Composite Index, with excess returns of 19.55%, 16.98%, and 11.76% for Xiyu Co., Haixia Co., and Jiangsu Shentong, respectively [2]. Group 3: Institutional Interest - In the past month, 5 companies with decreasing shareholder accounts have been subject to institutional research, with Jiangsu Shentong and Haixia Co. being the most frequently researched, each receiving 3 inquiries [2]. - The number of institutions involved in research is highest for Jiangsu Shentong (23 institutions), followed by Haixia Co. (8 institutions) and AVIC High-Tech (4 institutions) [2]. Group 4: Performance Forecasts - One company has released its half-year performance report, with Guoyuan Securities showing a net profit increase of 40.44% [3]. - Seven companies have issued performance forecasts, with five expecting profit increases and one predicting a profit [3]. - Hai De Control is projected to have the highest median net profit increase of 251.80%, with an expected net profit of 12.50 million [3].

Summary of Key Points Core Viewpoint - A total of 724 stocks reported their latest shareholder numbers as of July 10, with 297 stocks showing a decline compared to the previous period, indicating a trend of decreasing shareholder engagement in certain companies [1][3]. Group 1: Shareholder Changes - Among the 724 stocks, 22 stocks experienced a decline in shareholder numbers exceeding 10% [3]. - The stock with the largest decline in shareholder numbers was Feilingke, which reported 6,098 shareholders, a decrease of 28.42% from the previous period [3]. - Futec Technology also saw a significant decline, with 9,703 shareholders, down 25.89% [3]. Group 2: Stock Performance - The average increase for concentrated stocks since June 21 was 8.71%, outperforming the Shanghai Composite Index, which rose by 5.20% [2]. - Among the stocks with a decline in shareholder numbers, Hengtong Co. had the highest increase of 13.14% since June 21 [2]. - The latest concentrated stocks averaged a rise of 2.83% since July 1, with notable performers including Dongshan Precision, Huicheng Co., and Bohui Co., which increased by 43.53%, 40.62%, and 34.05% respectively [3]. Group 3: Industry Insights - The concentrated stocks were primarily from the electronics, machinery, and computer sectors, with 36, 33, and 29 stocks respectively [3]. - The performance of concentrated stocks indicates a potential shift in investor focus towards specific industries, particularly electronics and machinery [3]. Group 4: Earnings Forecasts - Among the concentrated stocks, Guoyuan Securities reported a net profit increase of 40.44% in its half-year earnings [4]. - A total of 86 stocks provided earnings forecasts, with 22 stocks expecting profit increases and 10 stocks anticipating profits [4]. - The highest expected net profit increase was from Haowu Co., with a projected increase of 265.87% [4].

Summary of Key Points Core Viewpoint - A total of 642 stocks reported their latest shareholder numbers as of July 10, with 264 stocks showing a decline compared to the previous period, indicating a trend of decreasing shareholder engagement in certain companies [1][3]. Group 1: Shareholder Changes - Among the 642 stocks, 264 reported a decrease in shareholder numbers, with 18 stocks experiencing a decline of over 10% [3]. - The stock with the largest decline in shareholder numbers was Futec Technology, which saw a decrease of 25.89% to 9,703 shareholders [3]. - Other notable declines included Pulutong, which decreased by 23.59% to 34,197 shareholders, and Guotong Co., which fell by 19.44% to 20,593 shareholders [3][4]. Group 2: Stock Performance - The average increase for concentrated stocks since June 21 was 7.53%, outperforming the Shanghai Composite Index, which rose by 4.28% [2]. - Among the stocks with a decline in shareholder numbers, Hengtong Co. had the highest increase of 15.14% since June 21 [2]. - The latest concentrated stocks showed an average increase of 0.88% since July 1, with top performers including Dongshan Precision, Huangshanghuang, and Jujie Microfiber, which rose by 33.12%, 24.04%, and 19.51%, respectively [3]. Group 3: Earnings Forecasts - In the latest concentrated stocks, Guoyuan Securities reported a net profit increase of 40.44% in its half-year earnings report [4]. - A total of 77 stocks released earnings forecasts, with 21 expecting profit increases and 10 anticipating profits [4]. - The highest expected net profit increase was from Haowu Co., with a projected increase of 265.87% [4].

Group 1 - A total of 573 stocks reported their latest shareholder numbers as of July 10, with 232 stocks showing a decrease compared to the previous period [1][3] - Among the stocks with a decline in shareholder numbers, 16 stocks experienced a drop of over 10%, with the largest decrease seen in Futec Technology, which fell by 25.89% to 9,703 shareholders [3][4] - The average increase for concentrated stocks since June 21 was 6.69%, outperforming the Shanghai Composite Index, which rose by 4.32%, with 63% of concentrated stocks yielding excess returns relative to the market [2][3] Group 2 - The stock with the highest increase in shareholder numbers was Hengtong Co., which rose by 13.67% since June 21, despite a decline in shareholder numbers [2][3] - The industry sectors with the most concentrated stocks include machinery, electronics, and basic chemicals, with 27, 24, and 22 stocks respectively [3][4] - Among the concentrated stocks, Guoyuan Securities reported a net profit increase of 40.44% in its half-year performance, while Haowu Co. is expected to see a net profit increase of 265.87% [4]