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机构风向标 | 上海艾录(301062)2025年二季度已披露持仓机构仅1家
Xin Lang Cai Jing· 2025-08-26 01:58
Core Viewpoint - Shanghai Ailu (301062.SZ) reported its semi-annual results for 2025, indicating a slight decrease in institutional ownership of its A-shares [1] Summary by Relevant Sections Institutional Ownership - As of August 25, 2025, there is one institutional investor holding shares in Shanghai Ailu, with a total holding of 2.955 million shares, representing 0.68% of the total share capital [1] - The institutional investor is Shanghai Qianyong Asset Management Co., Ltd. - Qianyong Hongshun No. 5 Private Securities Investment Fund [1] - Compared to the previous quarter, the total institutional ownership percentage decreased by 0.01 percentage points [1]
机构风向标 | 中胤时尚(300901)2025年二季度已披露持仓机构仅5家
Xin Lang Cai Jing· 2025-08-26 01:58
Core Insights - Zhongyin Fashion (300901.SZ) released its semi-annual report for 2025 on August 26, 2025, indicating significant institutional investment in the company [1] Institutional Holdings - As of August 25, 2025, five institutional investors disclosed holdings in Zhongyin Fashion A-shares, totaling 153 million shares, which represents 63.59% of the company's total equity [1] - The institutional investors include Zhongyin Group Co., Ltd., Wenzhou Huayin Equity Investment Partnership (Limited Partnership), Zhejiang Jinhe Investment Development Co., Ltd. - Jinhe Xiaoshengbo No. 1 Private Securities Investment Fund, Hangzhou Wanhang Management Consulting Partnership (Limited Partnership), and Xiamen Haojia Wealth Investment Management Co., Ltd. [1] - Compared to the previous quarter, the total institutional holding percentage increased by 0.76 percentage points [1]
机构风向标 | 宗申动力(001696)2025年二季度已披露前十大机构累计持仓占比40.21%
Xin Lang Cai Jing· 2025-08-26 01:58
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,包括永赢低碳环保智选混合发起A、国泰 中证军工ETF、德邦新兴产业混合发起式A、华安鼎安优选一年持有混合A,持股增加占比达0.39%。本 期较上一季度持股减少的公募基金共计4个,包括万家中证1000指数增强A、光大保德信专精特新混合 A、光大保德信新增长混合A、光大保德信中国制造混合A,持股减少占比小幅下跌。本期较上一季度 新披露的公募基金共计19个,主要包括南方中证500ETF、博时主题行业混合、广发中证军工ETF、中 航军民融合精选A、万家互联互通中国优势量化策略混合A等。本期较上一季未再披露的公募基金共计8 个,主要包括南方中证1000ETF、南方军工改革灵活配置混合A、华夏中证1000ETF、富国中证军工指 数A、中银新动力股票A等。 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 比小幅下跌。 2025年8月26日,宗申动力(001696.SZ)发布2025年半年度报告。截至2025年8月25日,共有37个机构投 资者披露持有宗申动力A股股份,合计持股量达4.69亿股,占宗申动力总股本的41.00%。其 ...
机构风向标 | 大族激光(002008)2025年二季度已披露前十大机构累计持仓占比24.47%
Xin Lang Cai Jing· 2025-08-26 01:58
Group 1 - Dazhong Laser (002008.SZ) released its semi-annual report for 2025 on August 26, 2025, showing that as of August 25, 2025, 26 institutional investors held a total of 263 million shares, accounting for 24.99% of the total share capital [1] - The top ten institutional investors include Dazhong Holdings Group Co., Ltd., Hong Kong Central Clearing Limited, China Securities Finance Corporation, and several ETFs, with the top ten collectively holding 24.47% of the shares, a decrease of 0.40 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 12 funds increased their holdings, including major ETFs like Huaxia CSI Robot ETF and Southern CSI 500 ETF, with an increase rate of 0.66% [2] - Three public funds reduced their holdings, including Guotai Junan Machine Tool ETF, with a slight decrease in holding percentage [2] - Seven new public funds were disclosed this period, including Wanji CSI Robot ETF and Western Lide Technology Innovation Mixed A [2] - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.42% compared to the previous quarter [2]
机构风向标 | 华力创通(300045)2025年二季度已披露前十大机构累计持仓占比3.38%
Xin Lang Cai Jing· 2025-08-26 01:55
Group 1 - The core viewpoint of the news is that Huazhi Chuantong (300045.SZ) has reported an increase in institutional investor holdings, indicating growing interest in the company [1] - As of August 25, 2025, a total of 11 institutional investors disclosed holdings in Huazhi Chuantong A-shares, with a combined holding of 22.3741 million shares, accounting for 3.38% of the total share capital [1] - The top ten institutional investors collectively increased their holding ratio by 0.98 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, three public funds increased their holdings, with a total increase ratio of 0.36% [2] - One public fund, the Satellite ETF, reported a slight decrease in holdings compared to the previous quarter [2] - Five new public funds disclosed their holdings during this period, including Huaxia CSI 1000 ETF and others [2] Group 3 - In terms of foreign investment, one foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.21% compared to the previous period [2]
机构风向标 | 中元股份(300018)2025年二季度已披露持仓机构仅4家
Xin Lang Cai Jing· 2025-08-26 01:55
Core Viewpoint - Zhongyuan Co., Ltd. (300018.SZ) reported its semi-annual results for 2025, highlighting an increase in institutional investor holdings and the presence of new public funds [1] Group 1: Institutional Holdings - As of August 25, 2025, four institutional investors disclosed holdings in Zhongyuan Co., Ltd., totaling 10.1251 million shares, which represents 2.09% of the company's total share capital [1] - The institutional investors include Luoyang Huashi New Energy Technology Co., Ltd., Bosera Specialized and New Theme Mixed A, Penghua Quantitative Pioneer Mixed, and CSI 1000 ETF Enhanced [1] - Compared to the previous quarter, the total institutional holding percentage increased by 0.09 percentage points [1] Group 2: Public Funds - Three new public funds were disclosed in this period compared to the previous quarter, including Bosera Specialized and New Theme Mixed A, Penghua Quantitative Pioneer Mixed, and CSI 1000 ETF Enhanced [1] - One public fund, Xingyin CSI 1000 Index Enhanced A, was not disclosed in this period, indicating a reduction in the number of public funds [1]
机构风向标 | 宇新股份(002986)2025年二季度已披露持仓机构仅3家
Xin Lang Cai Jing· 2025-08-26 01:55
2025年8月26日,宇新股份(002986.SZ)发布2025年半年度报告。截至2025年8月25日,共有3个机构投资 者披露持有宇新股份A股股份,合计持股量达2056.67万股,占宇新股份总股本的5.36%。其中,机构投 资者包括广东恒健国际投资有限公司、珠海阿巴马私募基金投资管理有限公司-阿巴马悦享红利58号私 募证券投资基金、嘉实产业优选混合(LOF)A,机构投资者合计持股比例达5.36%。保持未变。 ...
机构风向标 | 恩威医药(301331)2025年二季度已披露前十大机构累计持仓占比71.13%
Xin Lang Cai Jing· 2025-08-26 01:54
Group 1 - Enwei Pharmaceutical (301331.SZ) released its semi-annual report for 2025, indicating that as of August 25, 2025, 11 institutional investors held a total of 73.5785 million shares, accounting for 71.51% of the total share capital [1] - The top ten institutional investors collectively held 71.13% of the shares, with a slight decrease of 0.22 percentage points compared to the previous quarter [1] - One public fund, Rongtong Health Industry Flexible Allocation Mixed A/B, reported a decrease in holdings by 0.46% compared to the previous quarter [1] Group 2 - One new foreign institutional investor disclosed during this period is China International Capital Corporation Hong Kong Asset Management Limited - CICCFT10(Q) [2]
机构风向标 | 超越科技(301049)2025年二季度已披露持仓机构仅4家
Xin Lang Cai Jing· 2025-08-26 01:54
Group 1 - The core viewpoint of the article is that ChaoYue Technology (301049.SZ) has reported an increase in institutional investor holdings in its A-shares, reflecting growing interest from both domestic and foreign investors [1] - As of August 25, 2025, a total of 4 institutional investors disclosed holdings in ChaoYue Technology, with a combined shareholding of 1.9565 million shares, accounting for 2.08% of the total share capital [1] - The institutional holding ratio increased by 0.89 percentage points compared to the previous quarter, indicating a positive trend in institutional investment [1] Group 2 - One new public fund was disclosed during this period, specifically the NuAn Duo Strategy Mixed A fund [1] - Two foreign institutions disclosed their holdings, namely J.P. Morgan Securities PLC - proprietary funds and Barclays Bank PLC, indicating an increase in foreign investment interest [1]
机构风向标 | 新莱福(301323)2025年二季度机构持仓风向标
Xin Lang Cai Jing· 2025-08-26 01:53
Group 1 - New Life Fortune (301323.SZ) released its semi-annual report for 2025 on August 26, 2025 [1] - As of August 25, 2025, a total of 10 institutional investors disclosed holdings in New Life Fortune A-shares, with a total holding of 69.3134 million shares, accounting for 66.06% of the total share capital [1] - The top ten institutional investors include Ningbo New Life Fortune Proprietary Fund Investment Partnership, Guangzhou Yishang Investment Co., Ltd., Jun Cai Co., Ltd., and others, with the top ten investors' combined holding ratio decreasing by 0.25 percentage points compared to the previous quarter [1] Group 2 - Three new public funds were disclosed in this period compared to the previous quarter, including the Jiaoyin New Vitality Flexible Allocation Mixed A, the China Post Core Technology Innovation Flexible Allocation Mixed, and the Xingyin National Standard New Energy Vehicle Battery ETF [1]