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机构风向标 | 开普云(688228)2025年三季度已披露前十大机构累计持仓占比33.55%
Xin Lang Cai Jing· 2025-10-31 02:37
Group 1 - The core viewpoint of the news is that Kaipu Cloud (688228.SH) has reported its Q3 2025 results, highlighting significant institutional investor interest and changes in shareholding patterns [1] Group 2 - As of October 30, 2025, a total of 23 institutional investors disclosed holdings in Kaipu Cloud A-shares, with a combined holding of 23.1446 million shares, representing 34.28% of the total share capital [1] - The top ten institutional investors include Dongguan Zhitong Computer Technology Co., Ltd., Beijing Qinghan Cultural Communication Co., Ltd., and several mutual funds, with the top ten collectively holding 33.55% of the shares, an increase of 4.47 percentage points from the previous quarter [1] Group 3 - In the public fund sector, 19 new public funds were disclosed this quarter, including Southern Growth Pioneer Mixed A and E Fund Supply Reform Mixed [2] - A total of 40 public funds were not disclosed this quarter compared to the previous one, including Fortune Information Technology Mixed A and Huaxia Shanghai Stock Exchange Science and Technology Innovation Board Comprehensive ETF [2]
机构风向标 | 协鑫集成(002506)2025年三季度机构持仓风向标
Xin Lang Cai Jing· 2025-10-31 02:37
Core Insights - GCL-Poly Energy (002506.SZ) reported its Q3 2025 results, revealing that as of October 30, 2025, 10 institutional investors held a total of 2.306 billion shares, accounting for 39.41% of the company's total equity [1] - The top ten institutional investors include Jiangsu GCL Construction Management Co., Ltd., GCL Group Co., Ltd., and others, with their combined shareholding decreasing by 0.52 percentage points compared to the previous quarter [1] Institutional Holdings - The total shareholding of the top ten institutional investors is 39.41%, indicating a slight decline from the previous quarter [1] - One public fund, the Photovoltaic ETF, reported a decrease in holdings compared to the last quarter, while 64 public funds did not disclose their holdings this quarter, including several notable ETFs [1] Foreign Investment - One new foreign institutional investor, Hong Kong Central Clearing Limited, disclosed its holdings this quarter, reflecting a cautious approach from foreign investors [2]
机构风向标 | 华英农业(002321)2025年三季度机构持仓风向标
Xin Lang Cai Jing· 2025-10-31 02:37
Core Insights - Huaying Agriculture (002321.SZ) released its Q3 2025 report on October 31, 2025, indicating significant institutional investor interest in the company [1] Institutional Holdings - As of October 30, 2025, a total of 10 institutional investors disclosed holdings in Huaying Agriculture A-shares, with a combined holding of 1.242 billion shares, representing 58.25% of the total share capital [1] - The top ten institutional investors include notable entities such as Xinyang Dingxin Xinghua Industrial Investment Partnership, Henan Guangzhou Chenyue Industrial Co., Ltd., and others, collectively holding 58.25% of the shares, which remains unchanged from previous reports [1] Public Fund Participation - In this reporting period, 19 public funds were disclosed, which were not reported in the previous quarter, including various ETFs focused on livestock and agriculture themes [1]
机构风向标 | 友阿股份(002277)2025年三季度已披露持仓机构仅5家
Xin Lang Cai Jing· 2025-10-31 02:37
Core Insights - Youa Co., Ltd. (002277.SZ) released its Q3 2025 report on October 31, 2025, indicating a significant institutional ownership increase [1] Institutional Ownership - As of October 30, 2025, five institutional investors disclosed holdings in Youa Co., Ltd., totaling 499 million shares, which represents 35.81% of the company's total share capital [1] - The institutional ownership increased by 0.89 percentage points compared to the previous quarter [1] Public Fund Participation - In this reporting period, 13 public funds were disclosed, including notable funds such as E Fund CSI Wande M&A Index (LOF), CSI 2000, Southern CSI 2000 ETF, and others [1] Foreign Investment - One new foreign institution, Hong Kong Central Clearing Limited, disclosed its holdings in this quarter, indicating a continued interest from foreign investors [1]
机构风向标 | 国中水务(600187)2025年三季度已披露持仓机构仅4家
Xin Lang Cai Jing· 2025-10-31 02:32
Core Insights - Guozhong Water (600187.SH) released its Q3 2025 report on October 31, 2025, indicating a total of 4 institutional investors holding shares, amounting to 281 million shares, which represents 17.44% of the total share capital [1] - The institutional holding ratio increased by 0.03 percentage points compared to the previous quarter [1] - Six public funds were disclosed this period, including major funds like Zhongzheng 2000 and Southern Zhongzheng 2000 ETF [1] - One new foreign institutional investor was disclosed, namely Hong Kong Central Clearing Limited [1]
机构风向标 | 龙蟠科技(603906)2025年三季度已披露持仓机构仅8家
Xin Lang Cai Jing· 2025-10-31 02:29
Core Insights - Longpan Technology (603906.SH) reported its Q3 2025 results, revealing that as of October 30, 2025, institutional investors held a total of 141 million shares, accounting for 20.60% of the company's total equity, a slight decrease of 0.15 percentage points from the previous quarter [1] Institutional Holdings - Eight institutional investors disclosed their holdings in Longpan Technology, including HKSCC NOMINEES LIMITED and several private equity funds, contributing to a total institutional holding of 20.60% [1] - The number of public funds that disclosed holdings decreased, with only one new disclosure, Tianzhi Research Driven Mixed A, while 14 public funds were no longer disclosed, including notable funds like Dongfang New Energy Theme Mixed and Huaxia Dingpei Bond A [1] Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.25% compared to the previous quarter, while HKSCC NOMINEES LIMITED saw a slight decrease in its holdings [2] - UBS AG was noted as a foreign institution that did not disclose its holdings in the current period [2]
机构风向标 | 丸美生物(603983)2025年三季度已披露前十大机构累计持仓占比6.95%
Xin Lang Cai Jing· 2025-10-31 02:29
Core Insights - Marubi Biotechnology (603983.SH) reported its Q3 2025 results, revealing that 12 institutional investors hold a total of 28.2179 million A-shares, accounting for 7.04% of the company's total share capital [1] - The top ten institutional investors collectively hold 6.95% of the shares, with a decrease of 0.69 percentage points compared to the previous quarter [1] Institutional Holdings - The number of institutional investors holding Marubi's A-shares is 12, with a total holding of 28.2179 million shares [1] - The top ten institutional investors include various funds and banks, with the largest being Kaishi Fund and several others from major banks [1] - The proportion of shares held by the top ten institutional investors has decreased by 0.69 percentage points from the last quarter [1] Public Fund Activity - Two public funds increased their holdings, namely ICBC New Generation Consumption Mixed and ICBC Consumption Service Mixed A, with an increase ratio of 0.14% [2] - Four public funds reduced their holdings, including Fuquan Value Creation Mixed A and Fuquan Quality Life Mixed A, with a decrease ratio of 0.42% [2] - One new public fund was disclosed, Green Hongjing Bond A, while 143 public funds were not disclosed this quarter [2] Social Security and Pension Funds - One social security fund, the National Social Security Fund 111 Combination, reduced its holdings slightly [2] - One pension fund, the Basic Pension Insurance Fund 16032 Combination, increased its holdings by 0.5% [2]
机构风向标 | 洛凯股份(603829)2025年三季度已披露持仓机构仅8家
Xin Lang Cai Jing· 2025-10-31 02:29
Group 1 - The core point of the news is that Luokai Co., Ltd. (603829.SH) reported its Q3 2025 financial results, highlighting significant institutional ownership and changes in shareholding patterns [1] - As of October 30, 2025, a total of 8 institutional investors hold 121 million shares of Luokai, accounting for 75.36% of the total share capital, indicating strong institutional interest [1] - The institutional ownership percentage decreased by 0.24 percentage points compared to the previous quarter, suggesting a slight reduction in institutional confidence [1] Group 2 - The report mentions that 16 public funds were not disclosed in the current period compared to the previous quarter, including notable funds such as China Merchants Quantitative Selected Stock A and E Fund Growth Smart Navigation Stock A [1] - In terms of foreign investment, Goldman Sachs LLC was noted as a foreign institution that was not disclosed in the current period compared to the previous quarter [1]
机构风向标 | 华立股份(603038)2025年三季度已披露持仓机构仅4家
Xin Lang Cai Jing· 2025-10-31 02:29
Group 1 - The core viewpoint of the article is that institutional investors have increased their holdings in Huali Co., Ltd. (603038.SH), with a total of 70.35 million shares held, representing 26.18% of the total share capital, which is an increase of 0.85 percentage points from the previous quarter [1] Group 2 - Four institutional investors disclosed their holdings in Huali Co., Ltd., including Anhui Hongdian Capital Management Partnership, Shenzhen Qianhai Ruijing Kaiyuan Fund Management Co., Ltd., and J.P. Morgan Securities PLC [1] - The number of public funds that did not disclose their holdings this quarter remained at 10, including funds such as Anxin Quantitative CSI 300 Enhanced A and Southern CSI 2000 ETF [1] - One new foreign institution, J.P. Morgan Securities PLC, disclosed its holdings this quarter, while UBS AG did not disclose its holdings compared to the previous quarter [1]
机构风向标 | 新希望(000876)2025年三季度已披露前十大机构累计持仓占比66.66%
Xin Lang Cai Jing· 2025-10-31 02:27
Group 1 - New Hope (000876.SZ) reported its Q3 2025 results, with 24 institutional investors holding a total of 3.032 billion shares, representing 67.34% of the total share capital [1] - The top ten institutional investors collectively hold 66.66% of the shares, with a 0.90 percentage point increase compared to the previous quarter [1] Group 2 - In the public fund sector, nine funds increased their holdings, with a total increase ratio of 0.51%, including major funds like Guotai CSI Livestock ETF and China Merchants CSI Livestock ETF [2] - Four public funds decreased their holdings, showing a slight decline, while two new public funds were disclosed [2] - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.20% [2]