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机构风向标 | 威迈斯(688612)2025年二季度已披露前十大机构累计持仓占比27.53%
Xin Lang Cai Jing· 2025-08-26 01:44
公募基金方面,本期较上一季度新披露的公募基金共计4个,包括兴银景气优选混合A、兴银碳中和主 题混合A、兴银高端制造混合A、兴银丰盈灵活配置A。 2025年8月26日,威迈斯(688612.SH)发布2025年半年度报告。截至2025年8月25日,共有11个机构投资 者披露持有威迈斯A股股份,合计持股量达1.16亿股,占威迈斯总股本的27.54%。其中,前十大机构投 资者包括深圳特浦斯企业管理合伙企业(有限合伙)、深圳倍特尔企业管理合伙企业(有限合伙)、深圳森 特尔企业管理合伙企业(有限合伙)、深圳市同晟创业投资管理有限公司-新余同晟创业投资合伙企业(有 限合伙)、北京丰图投资有限责任公司-宁波丰图汇瑞投资中心(有限合伙)、深圳市华宝万盈资产管理有 限公司-华宝万盈资产鑫享2号私募证券投资基金、兴银景气优选混合A、兴银碳中和主题混合A、兴银 高端制造混合A、太平先进制造混合发起式A,前十大机构投资者合计持股比例达27.53%。保持未变。 ...
机构风向标 | 新亚电缆(001382)2025年二季度已披露持仓机构仅6家
Xin Lang Cai Jing· 2025-08-26 01:43
Group 1 - The core viewpoint of the article is that Xinya Cable (001382.SZ) reported its semi-annual results for 2025, revealing a total of 6 institutional investors holding shares, which amounts to 9.9249 million shares or 2.41% of the total share capital [1] - The institutional holding ratio decreased by 0.11 percentage points compared to the previous quarter [1] - The report mentions 13 public funds that did not disclose holdings in the current period, including several notable funds such as Penghua CSI 800 Securities Insurance Index (LOF) A and others [1] Group 2 - One new foreign institutional investor disclosed holdings this period, specifically Hong Kong Central Clearing Limited [1]
机构风向标 | 双象股份(002395)2025年二季度已披露持仓机构仅1家
Xin Lang Cai Jing· 2025-08-26 01:41
Core Insights - The report indicates that as of August 25, 2025, institutional investors hold a total of 173 million shares of Shuangxiang Co., accounting for 64.52% of the total share capital [1] - The proportion of shares held by institutional investors has decreased by 0.12 percentage points compared to the previous quarter [1] - Three public funds have not disclosed their holdings in this period, including China Europe Value Selection Mixed A, China Europe Multi-Interest Bond A, and Taixin Dual Interest Dual Benefit Bond C [1] Institutional Holdings - Only one institutional investor, Jiangsu Shuangxiang Group Co., Ltd., is reported to hold shares in Shuangxiang Co. [1] - The total institutional holding represents a significant majority of the company's shares at 64.52% [1] - The slight decline in institutional holding percentage may indicate a shift in investor sentiment or strategy [1] Public Fund Disclosure - The report notes that three public funds have not disclosed their holdings in the current period [1] - The specific funds mentioned are China Europe Value Selection Mixed A, China Europe Multi-Interest Bond A, and Taixin Dual Interest Dual Benefit Bond C [1] - This lack of disclosure may impact the overall perception of the company's attractiveness to public fund investors [1]
机构风向标 | 华海药业(600521)2025年二季度已披露前十大机构累计持仓占比9.24%
Xin Lang Cai Jing· 2025-08-26 01:38
Group 1 - Huahai Pharmaceutical (600521.SH) released its semi-annual report for 2025, showing that as of August 25, 2025, 31 institutional investors disclosed holding A-shares, totaling 144 million shares, which accounts for 9.62% of the total share capital [1] - The top ten institutional investors collectively hold 9.24% of the shares, with a 0.69 percentage point increase compared to the previous quarter [1] Group 2 - In the public fund sector, two funds increased their holdings, including China Europe Medical Health Mixed A and Southern CSI 500 ETF, with an increase ratio of 0.96% [2] - Two public funds decreased their holdings, namely Anxin Medical Health Stock A and Industrial Bank Medical Care A, with a decrease ratio of 0.19% [2] - A total of 22 new public funds were disclosed this period, including Guangda Baodexin Health Superior Mixed A and Huazhang Medical Innovation Mixed A [2] - One social security fund increased its holdings, specifically Guotai Fund Management Co., Ltd. - Social Security Fund 2103 Combination, with an increase ratio of 0.27% [2]
机构风向标 | 达刚控股(300103)2025年二季度已披露持仓机构仅2家
Xin Lang Cai Jing· 2025-08-26 01:38
Group 1 - The core viewpoint of the article is that Dagang Holdings (300103.SZ) has reported an increase in institutional ownership in its A-shares as of August 25, 2025, with a total of 48.84 million shares held by two institutional investors, representing 15.38% of the total share capital [1] - The institutional investors include Yingqi (Hangzhou) Enterprise Headquarters Management Co., Ltd. and BARCLAYS BANK PLC, with the total institutional holding ratio increasing by 0.11 percentage points compared to the previous quarter [1] - In terms of foreign investment, there is one newly disclosed foreign institution, BARCLAYS BANK PLC, compared to the previous quarter [1]
机构风向标 | 播恩集团(001366)2025年二季度已披露持仓机构仅8家
Xin Lang Cai Jing· 2025-08-26 01:38
Core Insights - The report indicates that as of August 25, 2025, institutional investors hold a total of 112 million shares of Boen Group, representing 70.00% of the company's total equity [1] - The institutional holding percentage has increased by 0.06 percentage points compared to the previous quarter [1] - One new public fund, Nuon Multi-Strategy Mixed A, was disclosed this period, while one public fund, Guotai CSI Animal Husbandry ETF, was not disclosed in this period [1] Institutional Holdings - Eight institutional investors have disclosed their holdings in Boen Group, with a combined shareholding of 112 million shares [1] - The institutional investors include Jiangxi Bawen Biological Group Co., Ltd., Ganzhou Aitewei Investment Partnership, and others [1] - The total institutional holding percentage stands at 70.00%, reflecting a slight increase from the previous quarter [1] Public Fund Activity - There was one new public fund disclosed this period, namely Nuon Multi-Strategy Mixed A [1] - One public fund, Guotai CSI Animal Husbandry ETF, was not disclosed in this period, indicating a change in public fund participation [1] Foreign Investment - The report notes that there was one foreign institution, Merrill Lynch International, that was not disclosed in this period compared to the previous quarter [1]
机构风向标 | 嘉元科技(688388)2025年二季度已披露前十大机构累计持仓占比35.09%
Xin Lang Cai Jing· 2025-08-26 01:36
公募基金方面,本期较上一季度新披露的公募基金共计8个,主要包括大成中证360互联网+指数A、鹏 华中证1000指数增强A、国联安中证1000指数增强A、华宝中证A500指数增强A、华宝量化选股混合发 起式A等。本期较上一季未再披露的公募基金共计4个,包括华商量化进取混合、工银中证500六个月持 有指数增强A、国证2000ETF基金、南方上证科创板新材料ETF发起联接A。 2025年8月26日,嘉元科技(688388.SH)发布2025年半年度报告。截至2025年8月25日,共有20个机构投 资者披露持有嘉元科技A股股份,合计持股量达1.57亿股,占嘉元科技总股本的36.83%。其中,前十大 机构投资者包括山东嘉沅实业投资有限公司、赣州发展投资基金管理有限公司-赣州发展定增叁号投资 基金(有限合伙)、香港中央结算有限公司、芜湖信达降杠杆投资管理合伙企业(有限合伙)、景和资本管 理(深圳)有限公司-景和开泰一号私募证券投资基金、江西国控资本有限公司、深圳市远致瑞信股权投资 管理有限公司-深圳市远致瑞信新一代信息技术私募股权投资基金合伙企业(有限合伙)、广东华骏私募基 金管理有限公司-华骏先进制造5号私募证券投资基 ...
机构风向标 | 德马科技(688360)2025年二季度已披露持仓机构仅5家
Xin Lang Cai Jing· 2025-08-26 01:36
Core Viewpoint - 德马科技 (688360.SH) reported its 2025 semi-annual results, highlighting a significant institutional ownership structure and a slight decline in institutional holding percentage compared to the previous quarter [1] Group 1: Institutional Ownership - As of August 25, 2025, five institutional investors disclosed holdings in 德马科技, totaling 108 million shares, which represents 40.96% of the company's total share capital [1] - The institutional investors include 湖州德马投资咨询有限公司, 湖州创德投资咨询合伙企业 (有限合伙), 湖州力固管理咨询有限公司, 湖州全美投资合伙企业 (有限合伙), and 申万菱信乐成混合A [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 0.69 percentage points [1] Group 2: Public Fund Disclosure - During this reporting period, one new public fund was disclosed, which is 申万菱信乐成混合A [1]
机构风向标 | 锡装股份(001332)2025年二季度已披露持仓机构仅4家
Xin Lang Cai Jing· 2025-08-26 01:36
Group 1 - The core viewpoint of the article is that Xizhuang Co., Ltd. (001332.SZ) has reported an increase in institutional investor holdings in its A-shares as of August 25, 2025, with a total of 1.49% of the company's total share capital held by four institutional investors [1] - The total number of shares held by institutional investors amounts to 1.6396 million shares, reflecting a rise of 0.42 percentage points compared to the previous quarter [1] - The public funds saw a decrease in holdings from one fund, specifically the Zheshang Fengli Enhanced Bond Fund, which reduced its holdings by 0.22% [1] Group 2 - Two new public funds disclosed their holdings during this period, namely Tianhong Selected Mixed A and Zheshang Intelligent Navigation Three-Year Holding Period A [1] - Five public funds that were previously disclosed did not report their holdings this quarter, including Dongxing Chenxiang Quantitative Mixed A and others [1]
机构风向标 | 苏文电能(300982)2025年二季度已披露持仓机构仅6家
Xin Lang Cai Jing· 2025-08-26 01:34
Core Viewpoint - Suwen Electric Power (300982.SZ) reported its semi-annual results for 2025, highlighting an increase in institutional investor holdings and the introduction of a new public fund [1] Institutional Holdings - As of August 25, 2025, six institutional investors disclosed holdings in Suwen Electric Power A-shares, totaling 36.17 million shares, which represents 17.48% of the company's total equity [1] - The institutional investors include several management consulting partnerships and China Industrial and Commercial Bank's fund, with the overall institutional holding percentage increasing by 0.60 percentage points compared to the previous quarter [1] Public Fund Activity - One new public fund was disclosed during this period, specifically the GF Multi-Factor Mixed Fund, indicating ongoing interest from public investment vehicles [1]