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机构风向标 | 富恒新材(832469)2025年二季度已披露持仓机构仅5家
Xin Lang Cai Jing· 2025-08-23 01:41
Core Insights - Fuheng New Materials (832469.BJ) released its semi-annual report for 2025 on August 22, 2025, indicating significant institutional investment activity [1] Institutional Holdings - As of August 22, 2025, five institutional investors disclosed holdings in Fuheng New Materials A-shares, totaling 12.3027 million shares, which represents 8.73% of the company's total equity [1] - The institutional investors include Shenzhen Tolu Equity Investment Partnership (Limited Partnership), Zhejiang Zhongke Donghai Venture Capital Partnership (Limited Partnership), Guoxin Securities Co., Ltd. client credit trading guarantee securities account, and Shenzhen Mingrun Xingye Investment Co., Ltd. [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 0.10 percentage points [1]
机构风向标 | 纳思达(002180)2025年二季度已披露前十大机构累计持仓占比41.41%
Xin Lang Cai Jing· 2025-08-23 01:41
Core Viewpoint - Nasda's semi-annual report for 2025 indicates a significant institutional investment, with 22 institutional investors holding a total of 641 million shares, representing 45.07% of the total share capital [1] Institutional Investment - The top ten institutional investors collectively hold 41.41% of Nasda's shares, with a 0.91 percentage point increase from the previous quarter [1] - Major institutional investors include Zhuhai Saina Technology Co., Ltd., Hong Kong Central Clearing Limited, and various funds managed by E Fund and China Construction Bank [1] Public Fund Activity - Three public funds increased their holdings, with a total increase of 0.13%, while seven public funds decreased their holdings, with a total decrease of 0.32% [2] - New public funds disclosed during this period include E Fund CSI 300 ETF and Zhongjin New Star Stock A [2] - Nineteen public funds were not disclosed in this period, indicating a potential shift in investment strategies [2] Pension Fund Perspective - One pension fund, the Basic Pension Insurance Fund 1205 Combination, increased its holdings by 0.3% [2] Foreign Investment Attitude - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.25% [2]
机构风向标 | 盛新锂能(002240)2025年二季度已披露前十大机构累计持仓占比29.64%
Xin Lang Cai Jing· 2025-08-23 01:41
Core Viewpoint - Shengxin Lithium Energy (002240.SZ) reported its semi-annual results for 2025, highlighting significant institutional investor holdings and changes in public fund investments [1] Institutional Holdings - As of August 22, 2025, 15 institutional investors disclosed holdings in Shengxin Lithium Energy A-shares, totaling 272 million shares, which represents 29.74% of the company's total share capital [1] - The top ten institutional investors collectively hold 29.64% of the shares, with notable investors including Shenzhen Shengtun Group Co., Ltd., BYD Co., Ltd., and others [1] - Compared to the previous quarter, the combined holding percentage of the top ten institutions decreased by 0.10 percentage points [1] Public Fund Investments - Three public funds reduced their holdings compared to the previous quarter, with a total decrease of 0.11% [1] - Two new public funds disclosed their holdings during this period, namely Zhongyou Zhongzheng 500 Index Enhanced A and Huashan New Materials Theme Stock Initiation A [1] - One public fund, Chang'an Yusheng Mixed A, was not disclosed in this period, indicating a change in the public fund landscape [1]
机构风向标 | 联芸科技(688449)2025年二季度已披露前十大机构累计持仓占比70.56%
Xin Lang Cai Jing· 2025-08-23 01:41
Group 1 - The core viewpoint of the news is that 联芸科技 (688449.SH) has reported its semi-annual results for 2025, highlighting significant institutional ownership and changes in shareholding among public funds [1][2] Group 2 - As of August 22, 2025, a total of 14 institutional investors hold shares in 联芸科技, with a combined holding of 325 million shares, representing 70.69% of the total share capital [1] - The top ten institutional investors account for 70.56% of the total shares, with a slight decrease of 0.29 percentage points compared to the previous quarter [1] Group 3 - In the public fund sector, one fund, 浦银安盛先进制造混合A, has increased its holdings, while one new fund, 招商丰盈积极配置混合A, has been disclosed [2] - A total of 198 public funds have not disclosed their holdings compared to the previous quarter, including various ETFs and mutual funds focused on innovation and carbon neutrality [2]
机构风向标 | 大恒科技(600288)2025年二季度已披露持仓机构仅4家
Xin Lang Cai Jing· 2025-08-23 01:39
Core Viewpoint - Dahan Technology (600288.SH) reported its semi-annual results for 2025, highlighting an increase in institutional investor holdings and the introduction of new public funds [1] Group 1: Institutional Holdings - As of August 22, 2025, four institutional investors disclosed holdings in Dahan Technology A-shares, totaling 8.4018 million shares, which represents 1.92% of the total share capital [1] - The institutional investors include Shanghai Kuang Investment Asset Management Co., Ltd., Hainan Zongguan Private Fund Management Co., Ltd., and two specific index-enhanced funds [1] - Compared to the previous quarter, the total institutional holding percentage increased by 0.34 percentage points [1] Group 2: Public Funds - During this reporting period, two new public funds were disclosed compared to the previous quarter, namely the招商中证2000指数增强A and 海富通中证2000增强策略ETF [1]
机构风向标 | 士兰微(600460)2025年二季度已披露前十大机构累计持仓占比45.23%
Xin Lang Cai Jing· 2025-08-23 01:39
Group 1 - The core viewpoint of the news is that Silan Microelectronics (600460.SH) has reported a significant increase in institutional ownership, with 21 institutional investors holding a total of 753 million shares, representing 45.25% of the company's total equity as of August 22, 2025 [1] - The top ten institutional investors collectively hold 45.23% of the shares, with an increase of 1.64 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four funds increased their holdings, including Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, with an increase in holdings accounting for 0.29% [2] - One new public fund disclosed its holdings this quarter, namely Nanhua CSI Hangzhou Bay Area ETF, while three funds were not disclosed in the current quarter [2]
机构风向标 | 雄塑科技(300599)2025年二季度已披露持仓机构仅3家
Xin Lang Cai Jing· 2025-08-23 01:37
Core Viewpoint - On August 23, 2025, Xiong Su Technology (300599.SZ) released its semi-annual report for 2025, indicating a decline in institutional investor holdings compared to the previous quarter [1] Institutional Holdings - As of August 22, 2025, three institutional investors disclosed holdings in Xiong Su Technology A-shares, totaling 17.03 million shares, which represents 4.76% of the company's total share capital [1] - The institutional investors include Foshan Xiongjin Investment Co., Ltd., Guangdong Mingxi Investment Private Fund Management Co., Ltd. - Mingxi Anxin No. 8 Private Securities Investment Fund, and Foshan Hongxin Private Fund Management Co., Ltd. - Hongxin Dingfeng No. 2 Private Securities Investment Fund [1] - The total institutional holding ratio decreased by 0.83 percentage points compared to the previous quarter [1] Public Fund Holdings - During this period, there was one public fund that did not disclose holdings compared to the previous quarter, specifically the Huaxia CSI 500 Index Enhanced A [1]
机构风向标 | 岱勒新材(300700)2025年二季度已披露持仓机构仅7家
Xin Lang Cai Jing· 2025-08-23 01:37
Core Viewpoint - Dai Le New Materials (300700.SZ) reported its semi-annual results for 2025, highlighting a significant presence of institutional investors holding 26.59% of the total shares, indicating growing institutional interest in the company [1] Institutional Investors - As of August 22, 2025, seven institutional investors disclosed holdings in Dai Le New Materials, totaling 105 million shares [1] - The institutional investors include notable firms such as Hunan Chengxi Yi Technology Co., Ltd., Hunan Huazhou Investment Private Fund Management Co., Ltd., and Barclays Bank PLC [1] - The overall institutional holding percentage increased by 0.33 percentage points compared to the previous quarter [1] Public Funds - One public fund, GF Zhongzheng A500 Index Enhanced A, was disclosed in this period, with no new public funds reported compared to the previous quarter [1] Foreign Investment - One new foreign institution, Barclays Bank PLC, disclosed its holdings this period, while J.P. Morgan Securities PLC was not reported in the current quarter [1]
机构风向标 | 兴通股份(603209)2025年二季度机构持仓风向标
Xin Lang Cai Jing· 2025-08-23 01:34
Group 1 - Xingtong Co., Ltd. (603209.SH) released its semi-annual report for 2025 on August 23, 2025, indicating that as of August 22, 2025, 10 institutional investors disclosed holding a total of 67.4712 million shares, accounting for 20.76% of the total share capital [1] - The top ten institutional investors include Xiong'an and Hai Chuang Investment Partnership, Xiamen Jianda New Industry Equity Investment No. 11 Partnership, Guangdong Hengjian International Investment Co., Ltd., and others, with the top ten institutional investors' combined holding ratio increasing by 5.23 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four funds reported a decrease in holdings compared to the previous quarter, with a total reduction of 0.98% [2] - One new public fund was disclosed during this period, namely the Oriental Red Vision Selected Mixed A fund [2] - Four public funds that were not disclosed in this period include Zhongyou Research Selected Mixed, Zhongyou Core Competitiveness Flexible Allocation Mixed, Zhongyou Xingrong Value One-Year Holding Period Mixed, and Caitong Furu Mixed Initiation (LOF) A [2]
机构风向标 | 尚纬股份(603333)2025年二季度已披露持仓机构仅7家
Xin Lang Cai Jing· 2025-08-23 01:34
Core Viewpoint - Shangwei Co., Ltd. (603333.SH) reported a significant increase in institutional ownership, with a total of 236 million shares held by seven institutional investors, representing 37.96% of the company's total share capital, marking a rise of 19.32 percentage points compared to the previous quarter [1] Institutional Ownership - As of August 22, 2025, seven institutional investors disclosed their holdings in Shangwei Co., Ltd., with a combined shareholding of 236 million shares [1] - The institutional investors include Fuhua Tongda Chemical Co., Ltd., Leshan High-tech Investment Development (Group) Co., Ltd., UBS AG, Goldman Sachs, Morgan Stanley & Co. International PLC, Barclays Bank PLC, and Shanghai Shennong Energy Conservation and Environmental Protection Technology Co., Ltd. [1] - The total institutional ownership increased by 19.32 percentage points compared to the previous quarter [1] Foreign Investment - Four new foreign institutional investors disclosed their holdings this quarter, including UBS AG, Goldman Sachs, Morgan Stanley & Co. International PLC, and Barclays Bank PLC [1]