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机构风向标 | 威星智能(002849)2025年二季度已披露持仓机构仅9家
Xin Lang Cai Jing· 2025-08-28 10:38
Core Insights - Weixing Intelligent (002849.SZ) reported its semi-annual results for 2025, revealing that as of August 27, 2025, a total of 9 institutional investors held shares amounting to 30.4993 million shares, representing 13.82% of the total share capital [1] - The institutional holding ratio increased by 0.32 percentage points compared to the previous quarter [1] Institutional Investors - The institutional investors include Shenzhen Zhongran Technology Co., Ltd., Tibet Born Asset Management Co., Ltd. - Born Tianfu No. 7 Private Securities Investment Fund, Anhui Jingxi Private Fund Management Co., Ltd. - Jingxi Changsheng No. 2 Private Securities Investment Fund, UBS AG, and several Rongtong funds [1] - Five new public funds were disclosed this period compared to the previous quarter, including Rongtong New Energy Flexible Allocation Mixed A/B, Rongtong Growth 30 Flexible Allocation Mixed A/B, Rongtong Industry Trend Selection Mixed A, Rongtong Huixin Mixed A, and Rongtong Dividend Opportunity Theme Selection A [1] Foreign Investment - One new foreign institution, UBS AG, was disclosed this period compared to the previous quarter [2]
机构风向标 | 开创电气(301448)2025年二季度已披露持仓机构仅3家
Xin Lang Cai Jing· 2025-08-28 10:35
Group 1 - The core viewpoint of the article is that Kaichuang Electric (301448.SZ) has disclosed its semi-annual report for 2025, indicating significant institutional investor interest with a total holding of 17.295 million shares, representing 16.63% of the company's total equity [1] - As of August 27, 2025, three institutional investors have reported their holdings in Kaichuang Electric, including J.P. Morgan Securities PLC and China Construction Bank's fund, maintaining a consistent ownership percentage [1] - The report highlights that there has been a new disclosure of one public fund, specifically the Nuoan Multi-Strategy Mixed A fund, in the current period compared to the previous quarter [2] Group 2 - In terms of foreign investment, there has been one new disclosure from J.P. Morgan Securities PLC, while Goldman Sachs has not disclosed any holdings in the current period [2]
机构风向标 | 旭光电子(600353)2025年二季度已披露前十大机构累计持仓占比46.29%
Xin Lang Cai Jing· 2025-08-28 10:35
Core Viewpoint - As of August 27, 2025, 30 institutional investors hold a total of 393 million shares of Xuguang Electronics (600353.SH), representing 47.31% of the company's total equity, indicating strong institutional interest in the company [1] Institutional Holdings - The top ten institutional investors collectively own 46.29% of Xuguang Electronics, with a 2.34 percentage point increase compared to the previous quarter [1] - Notable top investors include New Group Limited, Chengdu Xintianyi Investment Co., Ltd., and China International Capital Corporation [1] Public Fund Activity - One public fund, Huaxia High-end Manufacturing Mixed A, increased its holdings, accounting for a 0.43% rise [1] - Two new public funds disclosed their holdings this quarter: Galaxy Core Advantage Mixed A and Ping An CSI 2000 Enhanced Strategy ETF [1]
机构风向标 | 华兰疫苗(301207)2025年二季度已披露前十大机构累计持仓占比86.46%
Xin Lang Cai Jing· 2025-08-28 10:33
Group 1 - Hualan Vaccine (301207.SZ) reported its semi-annual results for 2025, revealing that as of August 27, 2025, 13 institutional investors held a total of 520 million shares, accounting for 86.46% of the total share capital [1] - The top ten institutional investors include Hualan Biological Engineering Co., Ltd., CYBER CREATOR LIMITED, and several others, with their combined holding ratio increasing by 0.11 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Southern CSI 1000 ETF, increased its holdings, while two funds, including China Merchants National Biomedicine Index A and Tianhong National Biomedicine ETF, reduced their holdings slightly [2] - Four new public funds were disclosed compared to the previous quarter, including Huaxia CSI 1000 ETF and several others [2] - On the foreign investment side, Hong Kong Central Clearing Limited was the only foreign fund to increase its holdings slightly [2]
机构风向标 | 南凌科技(300921)2025年二季度已披露持仓机构仅3家
Xin Lang Cai Jing· 2025-08-28 10:33
2025年8月28日,南凌科技(300921.SZ)发布2025年半年度报告。截至2025年8月27日,共有3个机构投资 者披露持有南凌科技A股股份,合计持股量达647.99万股,占南凌科技总股本的3.53%。其中,机构投 资者包括淮安众人佳业创业投资合伙企业(有限合伙)、深圳市投资控股有限公司、北京隆翔资产管理有 限公司-隆翔尊享7号私募证券投资基金,机构投资者合计持股比例达3.53%。相较于上一季度,机构持 股比例合计下跌了0.63个百分点。 ...
机构风向标 | 奕东电子(301123)2025年二季度已披露前十大机构累计持仓占比26.64%
Xin Lang Cai Jing· 2025-08-28 10:33
2025年8月28日,奕东电子(301123.SZ)发布2025年半年度报告。截至2025年8月27日,共有15个机构投 资者披露持有奕东电子A股股份,合计持股量达6222.08万股,占奕东电子总股本的26.64%。其中,前 十大机构投资者包括东莞市奕东控股有限公司、东莞奕孚投资咨询企业(有限合伙)、上海恒穗资产管理 中心(有限合伙)-恒穗基业常青-苏太尊享八号私募证券投资基金、上海恒穗资产管理中心(有限合伙)-恒 穗基业常青-家族专享3号母基金私募证券投资基金、东莞奕宁投资咨询企业(有限合伙)、上海恒穗资产 管理中心(有限合伙)-恒穗基业常青-华森1号私募证券投资基金、上海恒穗资产管理中心(有限合伙)-恒穗 特-忠信千里马尊享私募证券投资基金、上海恒穗资产管理中心(有限合伙)-上海恒穗旗舰私募证券投资 基金、东莞奕萃投资咨询企业(有限合伙)、上海恒穗资产管理中心(有限合伙)-恒穗特-忠信万里骏尊享私 募证券投资基金,前十大机构投资者合计持股比例达26.64%。相较于上一季度,前十大机构持股比例 合计下跌了0.20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5个,包括平安中证2000增强策略E ...
机构风向标 | 采纳股份(301122)2025年二季度已披露前十大机构累计持仓占比27.51%
Xin Lang Cai Jing· 2025-08-28 10:33
Group 1 - The core viewpoint of the news is that Caina Co., Ltd. (301122.SZ) has reported its semi-annual results for 2025, highlighting significant institutional investment in its A-shares [1] - As of August 27, 2025, a total of 12 institutional investors disclosed holdings in Caina Co., Ltd., with a combined shareholding of 33.6289 million shares, representing 27.51% of the total share capital [1] - The top ten institutional investors collectively hold a proportion of 27.51%, which has increased by 0.49 percentage points compared to the previous quarter [1] Group 2 - In terms of public funds, five new public funds were disclosed this period compared to the previous quarter, including Medical Device ETF, China Securities Medical Device ETF, Galaxy Intelligent Mixed A, Galaxy Industrial Power Mixed A, and Galaxy He Mei Life Mixed A [1] - Regarding foreign investment, one new foreign institution was disclosed this period, namely J.P. Morgan Securities PLC - proprietary funds [2]
机构风向标 | 美畅股份(300861)2025年二季度已披露前十大机构累计持仓占比5.18%
Xin Lang Cai Jing· 2025-08-28 10:33
Group 1 - The core viewpoint of the news is the disclosure of institutional and public fund holdings in Meichang Co., Ltd. as of August 27, 2025, indicating a slight increase in institutional investment [1] - A total of 16 institutional investors hold 25.56 million shares of Meichang Co., accounting for 5.33% of the total share capital [1] - The top ten institutional investors collectively hold 5.18% of the shares, with an increase of 0.71 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Southern CSI 1000 ETF, increased its holdings, while one fund, Photovoltaic ETF, decreased its holdings [2] - A total of five public funds were not disclosed in the current period, including Wanji New Opportunities Leading Enterprises Mixed A and others [2] - In terms of foreign investment, Hong Kong Central Clearing Limited increased its holdings by 0.44% [2]
机构风向标 | 易天股份(300812)2025年二季度已披露持仓机构仅8家
Xin Lang Cai Jing· 2025-08-28 10:33
2025年8月28日,易天股份(300812.SZ)发布2025年半年度报告。截至2025年8月27日,共有8个机构投资 者披露持有易天股份A股股份,合计持股量达1260.26万股,占易天股份总股本的9.00%。其中,机构投 资者包括深圳市易天恒投资管理合伙企业(有限合伙)、UBS AG、MORGAN STANLEY & CO. INTERNATIONAL PLC.、BARCLAYS BANK PLC、摩根动态多因子混合A、东方红中证500指数增强发 起A、融通量化多策略灵活配置混合A、平安中证2000增强策略ETF,机构投资者合计持股比例达 9.00%。相较于上一季度,机构持股比例合计上涨了0.75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,包括融通量化多策略灵活配置混合A、平 安中证2000增强策略ETF。本期较上一季未再披露的公募基金共计2个,包括大成中证360互联网+指数 A、西部利得中证1000指数增强A。 外资态度来看,本期较上一季度新披露的外资机构有 2 家 ,包括UBS AG、MORGAN STANLEY & CO. INTERNATIONAL PLC.。本期较上一季未再 ...
机构风向标 | 恒光股份(301118)2025年二季度已披露持仓机构仅6家
Xin Lang Cai Jing· 2025-08-28 10:33
外资态度来看,本期较上一季度新披露的外资机构有 3 家 ,包括BARCLAYS BANK PLC、MORGAN STANLEY & CO. INTERNATIONAL PLC.、高盛公司有限责任公司。 2025年8月28日,恒光股份(301118.SZ)发布2025年半年度报告。截至2025年8月27日,共有6个机构投资 者披露持有恒光股份A股股份,合计持股量达6026.26万股,占恒光股份总股本的54.59%。其中,机构 投资者包括湖南洪江恒光投资管理有限公司、湘江产业投资有限责任公司、BARCLAYS BANK PLC、 MORGAN STANLEY & CO. INTERNATIONAL PLC.、高盛公司有限责任公司、UBS AG,机构投资者 合计持股比例达54.59%。相较于上一季度,机构持股比例合计下跌了0.17个百分点。 ...