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机构风向标 | 振邦智能(003028)2025年二季度已披露持仓机构仅6家
Xin Lang Cai Jing· 2025-08-28 10:28
Core Insights - Zhenbang Intelligent (003028.SZ) released its semi-annual report for 2025, indicating a total of 10.56 million shares held by institutional investors, accounting for 7.30% of the total share capital [1] - The proportion of shares held by institutional investors decreased by 0.45 percentage points compared to the previous quarter [1] Institutional Investors - Six institutional investors disclosed their holdings in Zhenbang Intelligent, including Zhuhai Guohuitong Management Consulting Partnership, Industrial Bank - Huaxia CSI Robot ETF, and others [1] - Among public funds, two funds increased their holdings, namely Huaxia CSI Robot ETF and GF Strategy Preferred Mixed Fund, with an increase ratio of 0.38% [1] - Two new public funds disclosed their holdings this period, including Nanhua Ruize Bond A and Galaxy CSI Robot Index Initiated A [1] - One public fund, Nuon An Pioneer Mixed A, was not disclosed in this period compared to the previous quarter [1]
机构风向标 | 宏达电子(300726)2025年二季度已披露前十大机构累计持仓占比4.31%
Xin Lang Cai Jing· 2025-08-28 10:27
Group 1 - Macro Electronics (300726.SZ) released its semi-annual report for 2025, showing that as of August 27, 2025, 18 institutional investors held a total of 18.39 million shares, accounting for 4.47% of the total share capital [1] - The top ten institutional investors include notable entities such as the National Military-Civilian Integration Industry Investment Fund and Tianjin Hongxiang Asset Management, with their combined holdings representing 4.31%, a decrease of 0.66 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, the Guotai CSI Military Industry ETF, increased its holdings slightly, while six new public funds were disclosed, including Southern CSI 1000 ETF and Penghua CSI Defense Index (LOF) A [2] - Eighteen public funds were not disclosed in the current period compared to the previous quarter, including notable funds like the Fortune CSI Military Leader ETF and China Europe Industry Outlook Mixed A [2] - Foreign investment sentiment showed a decrease in holdings from one foreign fund, Hong Kong Central Clearing Limited, with a reduction of 0.50% [2]
机构风向标 | 佰仁医疗(688198)2025年二季度已披露前十大机构累计持仓占比19.24%
Xin Lang Cai Jing· 2025-08-28 10:27
Group 1 - Bairun Medical (688198.SH) reported its semi-annual results for 2025, with 27 institutional investors holding a total of 28.2281 million A-shares, representing 20.55% of the total share capital [1] - The top ten institutional investors collectively hold 19.24% of the shares, with a decrease of 0.71 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, China Europe Times Pioneer Stock A, increased its holdings, while two funds, China Europe Value Selection Mixed A and China Europe Emerging Value One-Year Holding Mixed A, reduced their holdings by 0.96% [2] - Six new public funds were disclosed this period, including Medical Device ETF and Rongtong New Growth Mixed A [2] - One insurance fund, Ruizhong Life Insurance Co., Ltd. - Own Funds, increased its holdings slightly [2]
机构风向标 | 辰欣药业(603367)2025年二季度已披露前十大机构累计持仓占比54.15%
Xin Lang Cai Jing· 2025-08-28 10:27
Group 1 - The core viewpoint of the news is that Chenxin Pharmaceutical (603367.SH) has reported significant institutional investment, with 17 institutional investors holding a total of 246 million shares, representing 54.39% of the company's total equity as of August 27, 2025 [1] - The top ten institutional investors collectively hold 54.15% of the shares, with an increase of 2.08 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four new public funds have been disclosed this period, including Rongtong Health Industry Flexible Allocation Mixed A/B and others [2] - Four public funds were not disclosed in this period compared to the previous quarter, including Dachen Multi-Strategy Mixed (LOF) A and others [2]
机构风向标 | 捷佳伟创(300724)2025年二季度已披露前十大机构累计持仓占比6.01%
Xin Lang Cai Jing· 2025-08-28 10:27
Group 1 - The core viewpoint of the news is that Jiejia Weichuang (300724.SZ) has reported its semi-annual results for 2025, highlighting significant institutional investment in the company [1] - As of August 27, 2025, a total of 26 institutional investors disclosed holdings in Jiejia Weichuang A-shares, with a combined holding of 21.1033 million shares, representing 6.07% of the total share capital [1] - The top ten institutional investors collectively hold 6.01% of the shares, with an increase of 1.38 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one public fund, E Fund ChiNext ETF, reported a slight decrease in holdings compared to the previous quarter [2] - A total of 19 new public funds were disclosed this quarter, including funds such as Chuang 50 ETF and Low Carbon ETF [2] - One new foreign institution, Hong Kong Central Clearing Limited, disclosed its holdings this quarter [2]
机构风向标 | 旭升集团(603305)2025年二季度机构持仓风向标
Xin Lang Cai Jing· 2025-08-28 10:27
Group 1 - As of August 27, 2025, a total of 10 institutional investors hold shares in Xusheng Group, amounting to 487 million shares, which represents 51.04% of the total share capital [1] - The top ten institutional investors include notable entities such as Ningbo Meishan Free Trade Port Area Xusheng Holdings Co., Ltd. and Morgan Stanley & Co. International PLC, with their combined holding percentage decreasing by 0.47 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, there was a slight decrease in holdings from one public fund, specifically the Fortune Convertible Bond A/B, while a new public fund, the Southern CSI 1000 ETF, was disclosed [2] - Several foreign institutions, including Hong Kong Central Clearing Limited and J.P. Morgan Securities PLC, were not disclosed in the current period compared to the previous quarter [2]
机构风向标 | 溢多利(300381)2025年二季度已披露持仓机构仅4家
Xin Lang Cai Jing· 2025-08-28 10:26
Group 1 - The core viewpoint of the article is that Yiduoli (300381.SZ) has reported an increase in institutional investor holdings in its A-shares, indicating growing confidence in the company [1] - As of August 27, 2025, four institutional investors hold a total of 149 million shares of Yiduoli, accounting for 30.32% of the total share capital [1] - The institutional holding ratio has increased by 0.35 percentage points compared to the previous quarter [1] Group 2 - Among public funds, one fund, the Guotai CSI Animal Husbandry ETF, has increased its holdings, representing a 0.17% increase [1] - Two new public funds have disclosed their holdings this quarter, including the Animal Husbandry ETF and the Ping An CSI 2000 Enhanced Strategy ETF [1]
机构风向标 | 金辰股份(603396)2025年二季度已披露持仓机构仅5家
Xin Lang Cai Jing· 2025-08-28 10:26
Group 1 - The core viewpoint of the article is that Jinchen Co., Ltd. (603396.SH) reported a decline in institutional investor holdings in its semi-annual report for 2025, with a total of 5 institutional investors holding 6.51 million shares, representing 4.70% of the total share capital [1] - The institutional investor holdings decreased by 0.77 percentage points compared to the previous quarter [1] - Two new public funds were disclosed during this period, including Zhonggeng Small Cap Value Stock and Ping An CSI 2000 Enhanced Strategy ETF [1] Group 2 - Foreign investment sentiment remained unchanged, with no new disclosures from foreign institutions compared to the previous quarter [1]
白云山8月27日获融资买入5423.37万元,融资余额8.67亿元
Xin Lang Cai Jing· 2025-08-28 05:43
Group 1 - The core viewpoint of the news highlights the recent trading performance and financing activities of Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited, indicating a decline in stock price and significant financing activities [1] - On August 27, Baiyunshan's stock price fell by 2.03%, with a trading volume of 454 million yuan, and a net financing purchase of 802,100 yuan, reflecting high financing levels compared to the past year [1] - As of August 27, the total financing and securities lending balance for Baiyunshan reached 870 million yuan, with financing balance accounting for 2.29% of the circulating market value, indicating a high level of financing activity [1] Group 2 - Baiyunshan's main business includes the research, development, manufacturing, and sales of traditional Chinese and Western medicines, chemical raw materials, and health products, with major revenue contributions from large commercial operations (69.32%) and health-related products (16.79%) [2] - For the first half of 2025, Baiyunshan reported a revenue of 41.835 billion yuan, a year-on-year increase of 1.93%, while the net profit attributable to shareholders decreased by 1.31% to 2.516 billion yuan [2] - The company has distributed a total of 10.256 billion yuan in dividends since its A-share listing, with 3.708 billion yuan distributed in the last three years [3] Group 3 - As of June 30, 2025, Baiyunshan had 85,500 shareholders, a decrease of 8.54% from the previous period, with an average of 16,443 circulating shares per shareholder [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited increased its holdings by 9.3601 million shares, while the E Fund CSI 300 Medical ETF reduced its holdings by 924,800 shares [3] - The company continues to attract institutional investment, with new shareholders entering the market, indicating ongoing interest in Baiyunshan's stock [3]
雅创电子8月27日获融资买入4674.43万元,融资余额1.83亿元
Xin Lang Cai Jing· 2025-08-28 02:03
Core Viewpoint - Yachuang Electronics has shown significant growth in revenue and shareholder engagement, with a notable increase in financing activities and stockholder numbers, indicating a positive market sentiment towards the company [1][2][3]. Financing Activities - On August 27, Yachuang Electronics recorded a financing buy-in amount of 46.74 million yuan, with a net financing buy of 10.37 million yuan, while the total financing balance reached 183 million yuan, accounting for 3.12% of the circulating market value [1]. - The financing balance is above the 80th percentile of the past year, indicating a high level of financing activity [1]. Stockholder Information - As of August 20, the number of shareholders for Yachuang Electronics increased to 16,000, up by 4.58%, with an average of 5,611 circulating shares per person, reflecting a 21.95% increase [2]. - The company has distributed a total of 102 million yuan in dividends since its A-share listing, with 78.05 million yuan distributed over the past three years [3]. Financial Performance - For the first half of 2025, Yachuang Electronics achieved a revenue of 2.847 billion yuan, representing a year-on-year growth of 125.74%, while the net profit attributable to shareholders was 40.82 million yuan, a slight increase of 1.47% year-on-year [2]. Institutional Holdings - As of June 30, 2025, notable institutional shareholders include Huabao Power Combination Mixed A, which increased its holdings by 26,330 shares, and Huabao Industry Selection Mixed, which added 21,980 shares [3].