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机构风向标 | 三维化学(002469)2025年二季度已披露前十大机构累计持仓占比36.37%
Xin Lang Cai Jing· 2025-08-21 01:29
Group 1 - The core viewpoint of the news is that Sanwei Chemical (002469.SZ) has reported significant institutional investment, with 15 institutional investors holding a total of 236 million shares, representing 36.41% of the company's total equity as of August 20, 2025 [1] - The top ten institutional investors collectively hold 36.37% of the shares, with an increase of 2.05 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one public fund, the Chuangjin Hexin CSI Dividend Low Volatility Index A, has reduced its holdings, while seven new public funds have been disclosed, including E Fund CSI Dividend Low Volatility ETF and others [2] - The National Social Security Fund 503 Combination has increased its holdings by 0.77%, and a new social security fund, the Huaxia Fund Management Co., Ltd. - Social Security Fund 422 Combination, has been disclosed [2] - In the insurance sector, the Qianhai Life Insurance Co., Ltd. - Dividend Insurance Product has increased its holdings by 0.4% [2]
机构风向标 | 春秋电子(603890)2025年二季度已披露持仓机构仅2家
Xin Lang Cai Jing· 2025-08-21 01:23
Group 1 - The core viewpoint of the article is that Spring Autumn Electronics (603890.SH) has reported its semi-annual results for 2025, highlighting the current status of institutional and public fund investments in the company [1] Group 2 - As of August 20, 2025, there are 2 institutional investors holding shares in Spring Autumn Electronics, with a total holding of 3.8388 million shares, representing 0.87% of the total share capital [1] - The institutional investors include Shanghai Xinchuo Investment Management Co., Ltd. - Xinchuo Xinrong No. 7 Private Securities Investment Fund and the China Securities 2000 Index Enhanced A fund [1] - The total institutional holding ratio has decreased by 0.24 percentage points compared to the previous quarter [1] Group 3 - In terms of public funds, there is one newly disclosed public fund this period, which is the China Securities 2000 Index Enhanced A [1]
机构风向标 | 冀凯股份(002691)2025年二季度已披露持仓机构仅7家
Xin Lang Cai Jing· 2025-08-21 01:21
2025年8月21日,冀凯股份(002691.SZ)发布2025年半年度报告。截至2025年8月20日,共有7个机构投资 者披露持有冀凯股份A股股份,合计持股量达1.10亿股,占冀凯股份总股本的32.50%。其中,机构投资 者包括深圳卓众达富投资合伙企业(有限合伙)、杭州焱热实业有限公司、UBS AG、BARCLAYS BANK PLC、MORGAN STANLEY & CO. INTERNATIONAL PLC.、高盛国际-自有资金、光大证券股份有限公 司,机构投资者合计持股比例达32.50%。相较于上一季度,机构持股比例合计下跌了0.54个百分点。 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UBS AG,持股增加占比达0.16%。本期 较上一季度持股减少的外资基金共计2个,包括MORGAN STANLEY & CO. INTERNATIONAL PLC.、 高盛国际-自有资金,持股减少占比达0.51%。本期较上一季度新披露的外资机构有 1 家 ,即 BARCLAYS BANK PLC。本期较上一季未再披露的外资机构包括中信证券资产管理(香港)有限公司-客 户资金、J.P.Morgan Sec ...
机构风向标 | 通化金马(000766)2025年二季度已披露前十大机构累计持仓占比10.59%
Xin Lang Cai Jing· 2025-08-21 01:16
Group 1 - Tonghua Golden Horse (000766.SZ) released its semi-annual report for 2025 on August 21, 2025, showing that as of August 20, 2025, 21 institutional investors disclosed holding a total of 103 million shares, accounting for 10.68% of the total share capital [1] - The top ten institutional investors include Shanghai Mukai Trading Co., Ltd., Tonghua Yongxin Investment Co., Ltd., and several ETFs, with their combined holding ratio increasing by 2.78 percentage points compared to the previous quarter, reaching 10.59% [1] Group 2 - In the public fund sector, there was an increase in holdings from one public fund, namely the Southern CSI 1000 ETF, with an increase ratio of 0.18% [2] - Two public funds, including Innovation Medicine and Guolian An CSI Medicine 100A, reported a decrease in holdings, with a reduction ratio of 0.32% [2] - A total of 15 new public funds were disclosed this period, including several ETFs focused on the CSI 1000 and innovative medicine sectors [2] - One foreign institution, Hong Kong Central Clearing Limited, was newly disclosed this period [2]
机构风向标 | 国科天成(301571)2025年二季度已披露前十大机构累计持仓占比38.72%
Xin Lang Cai Jing· 2025-08-21 01:16
公募基金方面,本期较上一季度新披露的公募基金共计10个,主要包括长城久嘉创新成长混合A、富国 军工主题混合A、国泰中证军工ETF、长城行业轮动混合A、南方中证1000ETF等。本期较上一季未再披 露的公募基金共计1个,即平安中证畜牧养殖ETF。 2025年8月21日,国科天成(301571.SZ)发布2025年半年度报告。截至2025年8月20日,共有20个机构投 资者披露持有国科天成A股股份,合计持股量达7270.68万股,占国科天成总股本的40.52%。其中,前 十大机构投资者包括北京空应科技发展有限公司、天津晟易天成企业管理合伙企业(有限合伙)、北京科 创天成企业管理中心(有限合伙)、北京恒润长图资产管理有限公司-天津天盛天成资产管理中心(有限合 伙)、西藏晟大方霖创业投资管理有限责任公司、北京大数长青资产管理有限公司-青岛大数成长股权投 资合伙企业(有限合伙)、达孜星麟企业管理合伙企业(有限合伙)、天风天睿投资有限公司-聚赢咸宁股权 投资基金合伙企业(有限合伙)、中国农业银行股份有限公司-长城久嘉创新成长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-富国军工主题混合型证券投资基金,前十大机构 ...
机构风向标 | 利元亨(688499)2025年二季度已披露前十大机构累计持仓占比37.80%
Xin Lang Cai Jing· 2025-08-21 01:16
2025年8月21日,利元亨(688499.SH)发布2025年半年度报告。截至2025年8月20日,共有12个机构投资 者披露持有利元亨A股股份,合计持股量达6378.93万股,占利元亨总股本的37.81%。其中,前十大机 构投资者包括惠州市利元亨投资有限公司、宁波梅山保税港区弘邦投资管理合伙企业(有限合伙)、宁波 梅山保税港区奕荣投资管理合伙企业(有限合伙)、兴业银行股份有限公司-中航新起航灵活配置混合型证 券投资基金、UBS AG、金鹰策略配置混合、华安新能源主题混合A、天弘中证1000指数增强A、天治 低碳经济混合、华商品质慧选混合A,前十大机构投资者合计持股比例达37.80%。相较于上一季度,前 十大机构持股比例合计下跌了0.04个百分点。 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UBS AG。 公募基金方面,本期较上一期持股增加的公募基金共计1个,即中航新起航灵活配置混合A,持股增加 占比达0.35%。本期较上一季度新披露的公募基金共计7个,主要包括金鹰策略配置混合、华安新能源 主题混合A、天弘中证1000指数增强A、天治低碳经济混合、华商品质慧选混合A等。本期较上一季未 再披 ...
机构风向标 | 南京聚隆(300644)2025年二季度已披露持仓机构仅2家
Xin Lang Cai Jing· 2025-08-21 01:13
Core Viewpoint - Nanjing Julong (300644.SZ) reported a total institutional holding of 16.56 million shares, representing 15.06% of its total equity as of August 20, 2025, indicating a slight increase in institutional ownership compared to the previous quarter [1] Institutional Holdings - As of the report date, there are 2 institutional investors holding shares in Nanjing Julong, with a combined holding of 16.56 million shares [1] - The institutional ownership increased by 0.85 percentage points from the previous quarter [1] - The institutional investors include Jiangsu Shuntian Co., Ltd. and BARCLAYS BANK PLC, with the total institutional holding percentage reaching 15.06% [1] Foreign Investment - One new foreign institutional investor, BARCLAYS BANK PLC, has disclosed its holdings in the current period [1]
机构风向标 | 龙蟠科技(603906)2025年二季度已披露持仓机构仅8家
Xin Lang Cai Jing· 2025-08-21 01:13
Core Insights - Longpan Technology (603906.SH) released its semi-annual report for 2025, revealing that as of August 20, 2025, a total of 8 institutional investors disclosed holdings in the company, amounting to 141 million shares, which represents 20.63% of the total share capital [1] - The proportion of institutional holdings increased by 2.20 percentage points compared to the previous quarter [1] Institutional Holdings - The institutional investors include HKSCC NOMINEES LIMITED, Chengdu Silk Road Restructuring Equity Investment Fund Management Co., Ltd., Hong Kong Central Clearing Limited, Shanghai Yingshui Investment Management Co., Ltd., Hunan Qingsalt Venture Capital Management Co., Ltd., UBS AG, and Nanjing Bailey Venture Capital Center [1] - The total institutional holding percentage is now at 20.63% [1] Foreign Investment - One foreign fund, HKSCC NOMINEES LIMITED, increased its holdings by 2.92% compared to the previous period [1] - Another foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.12% [1] - A new foreign institution, UBS AG, disclosed its holdings for the first time in this period [1]
机构风向标 | 三孚股份(603938)2025年二季度已披露持仓机构仅3家
Xin Lang Cai Jing· 2025-08-21 01:13
Core Viewpoint - Sanfu Co., Ltd. (603938.SH) reported its semi-annual results for 2025, indicating a total institutional holding of 102 million shares, which constitutes 26.72% of the company's total equity as of August 20, 2025 [1] Institutional Holdings - As of the report date, three institutional investors disclosed their holdings in Sanfu Co., Ltd., with a combined shareholding of 102 million shares, representing 26.72% of the total share capital [1] - The institutional holding percentage decreased by 0.22 percentage points compared to the previous quarter [1] Public Fund Activity - One new public fund, E Fund Yi Bai Intelligent Quantitative Strategy Mixed A, was disclosed in this reporting period, while one public fund, Fuguo Stable Enhanced Bond A/B, was not disclosed in the current period compared to the previous quarter [1]
机构风向标 | 五洲医疗(301234)2025年二季度已披露持仓机构仅3家
Xin Lang Cai Jing· 2025-08-21 01:13
Group 1 - The core viewpoint of the article is that Wuzhou Medical (301234.SZ) has reported an increase in institutional investor holdings in its A-shares as of August 20, 2025, with a total of 3 institutional investors holding 4.0409 million shares, representing 5.94% of the total share capital [1] - The institutional investors include Taihu Honghui Medical Management Partnership (Limited Partnership), China Construction Bank Co., Ltd. - Nuoan Multi-Strategy Equity Securities Investment Fund, and BARCLAYS BANK PLC, with the total institutional holding ratio increasing by 0.27 percentage points compared to the previous quarter [1] - In terms of public funds, there was an increase in holdings from one public fund, Nuoan Multi-Strategy Mixed A, which saw an increase of 0.27% in its holdings compared to the previous period [1]