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机构风向标 | 天玑科技(300245)2025年二季度已披露持仓机构仅6家
Xin Lang Cai Jing· 2025-08-28 10:29
Core Insights - Tianji Technology (300245.SZ) released its semi-annual report for 2025, revealing that as of August 27, 2025, six institutional investors held a total of 59.3676 million shares, representing 18.94% of the company's total equity [1] Institutional Holdings - The total institutional holding percentage decreased by 0.33 percentage points compared to the previous quarter [1] - The institutional investors include Shenzhen Yulong Capital Investment Management Co., Ltd., Shanghai Tianji Technology Co., Ltd. repurchase special securities account, Beijing Xinrun Investment Co., Ltd., Hong Kong Central Clearing Limited, BARCLAYS BANK PLC, and Ping An CSI 2000 Enhanced Strategy ETF [1] Public Fund and Foreign Investment - One new public fund disclosed this period, which is the Ping An CSI 2000 Enhanced Strategy ETF [1] - One foreign fund, BARCLAYS BANK PLC, reduced its holdings by 0.23% compared to the previous quarter [1] - A new foreign institution disclosed this period is Hong Kong Central Clearing Limited, while UBS AG and MORGAN STANLEY & CO. INTERNATIONAL PLC were not disclosed this period [1]
机构风向标 | 冠昊生物(300238)2025年二季度已披露持仓机构仅9家
Xin Lang Cai Jing· 2025-08-28 10:29
Core Viewpoint - Guanhao Biological (300238.SZ) reported its semi-annual results for 2025, highlighting a significant presence of institutional investors holding 29.07% of its total shares as of August 27, 2025 [1] Institutional Holdings - A total of 9 institutional investors disclosed their holdings in Guanhao Biological, amounting to 77.0696 million shares, which represents 29.07% of the company's total equity [1] - The institutional holding percentage increased by 0.35 percentage points compared to the previous quarter [1] Public Fund Involvement - Three new public funds were disclosed in this period compared to the previous quarter, including Medical Device ETF, China Securities Index Medical Device ETF, and Ping An CSI 2000 Enhanced Strategy ETF [1] Foreign Investment - One new foreign institution, BARCLAYS BANK PLC, disclosed its holdings this period, while Goldman Sachs LLC was not reported in this quarter [1]
机构风向标 | 水星家纺(603365)2025年二季度已披露持仓机构仅8家
Xin Lang Cai Jing· 2025-08-28 10:29
Core Insights - Mercury Home Textile (603365.SH) released its semi-annual report for 2025, indicating a significant institutional investment in the company [1] Institutional Holdings - As of August 27, 2025, eight institutional investors disclosed holdings in Mercury Home Textile A-shares, totaling 126 million shares, which represents 47.78% of the company's total equity [1] - The institutional holding percentage increased by 2.48 percentage points compared to the previous quarter [1] Public Fund Activity - One public fund, China Europe Pension Mixed A, increased its holdings during this period, with an increase ratio of 0.38% [1] - One new public fund, Anxin Value Discovery Two-Year Open Mixed (LOF), was disclosed this quarter [1] - Two public funds, Nuonan Small and Medium Cap Selected Mixed A and China Europe Ruize Mixed A, were not disclosed in this quarter compared to the previous one [1]
机构风向标 | 杰克股份(603337)2025年二季度已披露前十大机构累计持仓占比65.86%
Xin Lang Cai Jing· 2025-08-28 10:28
Group 1 - Jack Shares (603337.SH) released its 2025 semi-annual report on August 28, 2025, with 40 institutional investors holding a total of 323 million shares, representing 67.58% of the total share capital [1] - The top ten institutional investors collectively hold 65.86% of the shares, with a slight increase of 0.10 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, GF Stable Growth Mixed A, reduced its holdings by 0.41% compared to the previous quarter [2] - Eleven new public funds disclosed their holdings this period, including several mixed funds such as招商优势企业混合A and 融通中国风1号灵活配置混合A/B [2] - One social security fund, the National Social Security Fund 115 Portfolio, reduced its holdings by 0.19% compared to the previous quarter [2]
机构风向标 | 苏农银行(603323)2025年二季度已披露前十大机构累计持仓占比32.63%
Xin Lang Cai Jing· 2025-08-28 10:28
Group 1 - The core viewpoint of the article is that SuNong Bank (603323.SH) has reported significant institutional investment, with 30 institutional investors holding a total of 671 million shares, representing 33.25% of the bank's total equity as of August 27, 2025 [1] - The top ten institutional investors collectively hold 32.63% of the shares, with a notable increase of 3.99 percentage points compared to the previous quarter [1] - Three new public funds have disclosed holdings in SuNong Bank during this period, while twelve public funds have not disclosed their holdings, indicating a shift in investor interest [1]
机构风向标 | 帝科股份(300842)2025年二季度已披露前十大机构累计持仓占比21.08%
Xin Lang Cai Jing· 2025-08-28 10:28
Summary of Key Points Core Viewpoint - The report highlights the current institutional ownership and changes in the shareholding structure of 帝科股份 (300842.SZ) as of August 27, 2025, indicating a slight decline in the proportion of shares held by the top institutional investors compared to the previous quarter [1]. Institutional Ownership - A total of 17 institutional investors disclosed holding shares in 帝科股份, with a combined holding of 30.29 million shares, representing 21.37% of the total share capital [1]. - The top ten institutional investors collectively hold 21.08% of the shares, which is a decrease of 0.82 percentage points from the previous quarter [1]. Public Fund Activity - Two new public funds disclosed their holdings this period, including 平安中证2000增强策略ETF and 银河核心优势混合A [1]. - Four public funds that were previously disclosed have not reported their holdings this period, including 长城中小盘混合A and 汇添富新能源精选混合发起式A [1]. Foreign Investment - The report notes that the foreign institution 香港中央结算有限公司 has not disclosed its holdings in this period, indicating a change from the previous quarter [2].
机构风向标 | 合盛硅业(603260)2025年二季度已披露前十大机构累计持仓占比51.63%
Xin Lang Cai Jing· 2025-08-28 10:28
Group 1 - Core viewpoint: 合盛硅业 (603260.SH) reported its 2025 semi-annual results, indicating strong institutional investor interest with 24 institutions holding a total of 611 million shares, representing 51.66% of the total share capital [1] - The top ten institutional investors collectively hold 51.63% of the shares, with a 0.64 percentage point increase from the previous quarter [1] - Major institutional investors include 宁波合盛集团有限公司, 富達實業公司, and several funds from 中国工商银行 and 华泰 [1] Group 2 - In the public fund sector, two funds increased their holdings, including 华泰柏瑞沪深300ETF and 易方达沪深300ETF, with an increase rate of 0.10% [2] - Ten new public funds disclosed their holdings this period, including 鹏华沪深300ETF and 平安中证A500ETF [2] - One foreign fund, 香港中央结算有限公司, increased its holdings by 0.35% compared to the previous period [2]
机构风向标 | 旗滨集团(601636)2025年二季度已披露前十大机构累计持仓占比32.44%
Xin Lang Cai Jing· 2025-08-28 10:28
Group 1 - Flag Industries Group (601636.SH) released its semi-annual report for 2025, revealing that as of August 27, 2025, 24 institutional investors held a total of 872 million shares, accounting for 32.51% of the company's total share capital [1] - The top ten institutional investors collectively held 32.44% of the shares, with a slight decrease of 0.48 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Southern CSI 500 ETF, increased its holdings by 0.12% compared to the previous period [2] - One fund, Invesco Great Wall New Energy Industry A, reduced its holdings by 0.22% compared to the previous quarter [2] - Nine new public funds were disclosed during this period, including Zhonggeng Small Cap Value Stock and Ping An CSI A500 ETF [2] - Eight public funds were not disclosed in this period, including Invesco Great Wall Leading One-Year Holding Mixed A [2]
机构风向标 | 灿勤科技(688182)2025年二季度已披露前十大机构累计持仓占比69.16%
Xin Lang Cai Jing· 2025-08-28 10:28
险资方向,本期较上一季度持股减少的险资共计1个,即太平人寿保险有限公司-分红-团险分红,持股 减少占比小幅下跌。本期较上一季度新披露的险资投资者共计1个,即太平人寿保险有限公司。 外资态度来看,本期较上一季未再披露的外资机构即香港中央结算有限公司。 2025年8月28日,灿勤科技(688182.SH)发布2025年半年度报告。截至2025年8月27日,共有23个机构投 资者披露持有灿勤科技A股股份,合计持股量达2.79亿股,占灿勤科技总股本的69.87%。其中,前十大 机构投资者包括张家港灿勤企业管理有限公司、张家港聚晶企业管理合伙企业(有限合伙)、张家港荟瓷 企业管理合伙企业(有限合伙)、哈勃科技创业投资有限公司、中国工商银行股份有限公司-申万菱信新经 济混合型证券投资基金、太平人寿保险有限公司、太平人寿保险有限公司-分红-团险分红、前海开源人 工智能主题混合A、申万菱信乐同混合A、申万菱信乐享混合A,前十大机构投资者合计持股比例达 69.16%。相较于上一季度,前十大机构持股比例合计上涨了0.06个百分点。 公募基金方面,本期较上一期持股增加的公募基金共计1个,即申万菱信新经济混合A,持股增加占比 达0. ...
机构风向标 | 浙江鼎力(603338)2025年二季度已披露前十大机构累计持仓占比21.23%
Xin Lang Cai Jing· 2025-08-28 10:28
Group 1 - Zhejiang Dingli (603338.SH) reported its semi-annual results for 2025, with 35 institutional investors holding a total of 118 million shares, representing 23.36% of the total share capital [1] - The top ten institutional investors collectively hold 21.23% of the shares, with a 2.50 percentage point increase compared to the previous quarter [1] Group 2 - In the public fund sector, three funds increased their holdings, accounting for a 0.22% increase, while one fund saw a slight decrease [2] - Five new public funds were disclosed this period, while 64 funds were not disclosed compared to the previous quarter [2] - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 2.55% [2]