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机构风向标 | 南大光电(300346)2025年二季度已披露前十大机构累计持仓占比12.29%
Xin Lang Cai Jing· 2025-08-27 01:18
Group 1 - Nanda Optoelectronics (300346.SZ) released its semi-annual report for 2025, showing that as of August 26, 2025, 22 institutional investors held a total of 86.48 million A-shares, accounting for 12.51% of the total share capital [1] - The top ten institutional investors collectively held 12.29% of the shares, with a 0.30 percentage point increase compared to the previous quarter [1] Group 2 - In the public fund sector, 15 funds increased their holdings, including E Fund's ChiNext ETF and Guolian An's Semiconductor ETF, with an increase rate of 0.91% [2] - One public fund, Dongfang Quantitative Multi-Strategy Mixed A, reported a slight decrease in holdings compared to the previous quarter [2] - Three new public funds were disclosed this period, including Southern CSI 500 ETF and Huatai-PineBridge's Specialized New 100 Index Fund [2]
机构风向标 | 海南矿业(601969)2025年二季度已披露持仓机构仅6家
Xin Lang Cai Jing· 2025-08-27 01:18
Core Insights - Hainan Mining (601969.SH) released its semi-annual report for 2025, indicating significant institutional ownership of its A-shares [1] Institutional Ownership - As of August 26, 2025, six institutional investors disclosed holdings in Hainan Mining, totaling 1.569 billion shares, which represents 78.51% of the company's total share capital [1] - The institutional investors include Shanghai Fosun High Technology (Group) Co., Ltd., Hainan Haigang Group Co., Ltd., Hong Kong Central Clearing Limited, and several funds from China Merchants Bank and Industrial and Commercial Bank of China [1] - Compared to the previous quarter, the total institutional ownership increased by 0.20 percentage points [1] Public Fund Holdings - One public fund, Southern CSI 1000 ETF, increased its holdings compared to the previous period, showing a slight rise in ownership [1] - Two new public funds disclosed their holdings this period: Huaxia CSI 1000 ETF and GF CSI 1000 ETF [1] - One public fund, Guotai CSI Steel ETF, was not disclosed in this period compared to the previous quarter [1]
机构风向标 | 精测电子(300567)2025年二季度已披露前十大机构累计持仓占比15.55%
Xin Lang Cai Jing· 2025-08-27 01:18
公募基金方面,本期较上一期持股增加的公募基金共计7个,主要包括银华集成电路混合A、易米远见 价值一年定开混合A、银华惠享三年定期开放混合、东方惠新灵活配置混合A、南方半导体产业股票发 起A等,持股增加占比达0.26%。本期较上一季度持股减少的公募基金共计5个,包括景顺长城电子信息 产业股票A类、东方人工智能主题混合A、银华乐享混合A、银华智荟内在价值灵活配置混合发起式A、 嘉实企业变革股票,持股减少占比达0.47%。本期较上一季度新披露的公募基金共计10个,主要包括南 方中证500ETF、交银慧选睿信一年持有期混合(FOF)A、交银招享一年混合A、京管泰富优势混合A、光 大保德信安祺债券A等。本期较上一季未再披露的公募基金共计16个,主要包括景顺长城成长龙头一年 持有期混合A类、景顺长城优选混合、景顺长城创新成长混合、景顺长城环保优势股票、景顺长城成长 领航混合等。 险资方向,本期较上一期持股增加的险资共计1个,即瑞众人寿保险有限责任公司-自有资金,持股增加 占比小幅上涨。 2025年8月27日,精测电子(300567.SZ)发布2025年半年度报告。截至2025年8月26日,共有30个机构投 资者披露持有精 ...
机构风向标 | 同益股份(300538)2025年二季度已披露持仓机构仅3家
Xin Lang Cai Jing· 2025-08-27 01:18
Core Insights - Tongyi Co., Ltd. (300538.SZ) released its semi-annual report for 2025 on August 27, 2025, indicating a total of 3 institutional investors holding shares as of August 26, 2025 [1] - The total shareholding by these institutional investors amounts to 5.6307 million shares, representing 3.10% of Tongyi's total share capital [1] - Compared to the previous quarter, the proportion of shares held by institutional investors increased by 0.09 percentage points [1]
机构风向标 | 中国平安(601318)2025年二季度已披露前十大机构累计持仓占比21.18%
Xin Lang Cai Jing· 2025-08-27 01:15
Group 1 - China Ping An (601318.SH) reported its 2025 semi-annual results, with 805 institutional investors holding a total of 4.544 billion shares, accounting for 24.95% of the total share capital [1] - The top ten institutional investors collectively hold 21.18% of the shares, with a slight decrease of 0.38 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, only one fund, Huaxia SSE 50 ETF, increased its holdings, while five new public funds were disclosed this quarter [2] - The insurance capital sector saw a slight decrease in holdings from China Ping An Insurance (Group) Co., Ltd. Long-term Service Plan [2]
机构风向标 | 浙江华远(301535)2025年二季度已披露前十大机构累计持仓占比85.18%
Xin Lang Cai Jing· 2025-08-27 01:15
Group 1 - Zhejiang Huayuan (301535.SZ) reported its 2025 semi-annual results, with 68 institutional investors holding a total of 363 million shares, representing 85.38% of the total share capital [1] - The top ten institutional investors collectively hold 85.18% of the shares, with a 0.30 percentage point increase compared to the previous quarter [1] Group 2 - Five new public funds were disclosed this period, including Zhonggeng Value Dynamic Flexible Allocation Mixed and Zhonggeng Value Quality One-Year Holding Period Mixed [2] - A total of 46 public funds were not disclosed this period, including Rongtong CSI A500 ETF and Jianxin CCTV Finance 50 Index [2] - Two new foreign institutions were disclosed this period, including Goldman Sachs International - proprietary funds and Hong Kong Central Clearing Limited [2]
机构风向标 | 泽润新能(301636)2025年二季度已披露前十大机构累计持仓占比23.80%
Xin Lang Cai Jing· 2025-08-27 01:15
Group 1 - Zairun New Energy (301636.SZ) released its semi-annual report for 2025 on August 27, 2025, indicating that as of August 26, 2025, 25 institutional investors disclosed holdings in Zairun New Energy A-shares, totaling 15.2007 million shares, which represents 23.80% of the total share capital [1] - The top ten institutional investors include Shenzhen Changyingxin Investment Co., Ltd., Changzhou Xinrun Venture Capital Partnership (Limited Partnership), Hubei Yangtze River Zhiyin Industrial Fund Management Co., Ltd., Xiamen TCL Technology Industry Investment Co., Ltd., and others, with the top ten institutional investors collectively holding 23.80% [1] - Compared to the previous quarter, the total holding percentage of the top ten institutions increased by 23.80 percentage points [1] Group 2 - In the public fund sector, 16 new public funds were disclosed in this period compared to the previous quarter, including Hongde Yukan Bond A, Guotou Ruijin Shenzhen 100 Index (LOF), and others [2]
机构风向标 | 慧翰股份(301600)2025年二季度已披露前十大机构累计持仓占比40.50%
Xin Lang Cai Jing· 2025-08-27 01:15
Group 1 - The core viewpoint of the news is that Huihan Co., Ltd. (301600.SZ) has reported significant institutional investment, with 12 institutional investors holding a total of 42.39 million shares, representing 40.56% of the total share capital as of August 26, 2025 [1] - The top ten institutional investors collectively hold 40.50% of the shares, with a slight increase of 0.30 percentage points compared to the previous quarter [1] - The report highlights the presence of various institutional investors, including Fujian Guomai Group Co., Ltd. and Shanghai SAIC Venture Capital Center, among others [1] Group 2 - In the public fund sector, three public funds have increased their holdings, contributing to a slight rise in the overall holding percentage [2] - Three new public funds have been disclosed compared to the previous quarter, including Southern CSI 1000 ETF and Huaxia CSI 1000 ETF [2] - One foreign fund, Hong Kong Central Clearing Limited, has reduced its holdings, indicating a slight decline in foreign investment [2]
机构风向标 | 崇德科技(301548)2025年二季度已披露持仓机构仅8家
Xin Lang Cai Jing· 2025-08-27 01:15
Group 1 - The core viewpoint of the article is that Chongde Technology (301548.SZ) has reported an increase in institutional investor holdings as of August 26, 2025, with a total of 10.2048 million shares held, representing 11.73% of the company's total equity [1] - A total of 8 institutional investors have disclosed their holdings in Chongde Technology, including notable firms such as SKF (China) Co., Ltd. and China Construction Bank [1] - Compared to the previous quarter, the proportion of shares held by institutional investors has increased by 0.06 percentage points [1] Group 2 - Among public funds, there was an increase in holdings from one fund, namely the Guoshou Anbao Smart Life Stock A, which saw an increase of 0.13% [1] - Two public funds that were previously disclosed have not reported their holdings this quarter, including Dachen New Industry Mixed A and Dachen Industry Trend Mixed A [1]
机构风向标 | 山水比德(300844)2025年二季度已披露持仓机构仅3家
Xin Lang Cai Jing· 2025-08-27 01:15
Core Insights - The core viewpoint of the article is that as of August 26, 2025, institutional investors hold a significant portion of the shares of Mountain Water Bide (300844.SZ), totaling 44.464 million shares, which represents 49.13% of the company's total equity. This marks a slight decrease in institutional ownership compared to the previous quarter. Group 1 - As of August 26, 2025, three institutional investors disclosed their holdings in Mountain Water Bide, collectively owning 44.464 million shares [1] - The total institutional ownership accounts for 49.13% of Mountain Water Bide's total equity [1] - The institutional ownership ratio has decreased by 0.68 percentage points compared to the previous quarter [1]