Workflow
基金重仓
icon
Search documents
甘李药业跌2.01%,成交额6.90亿元,主力资金净流出3870.82万元
Xin Lang Zheng Quan· 2025-10-10 05:09
Core Viewpoint - 甘李药业's stock has experienced fluctuations, with a notable increase of 71.97% year-to-date, but a recent decline of 6.90% over the past five trading days [1] Financial Performance - For the first half of 2025, 甘李药业 reported revenue of 2.067 billion yuan, a year-on-year increase of 57.18%, and a net profit attributable to shareholders of 604 million yuan, reflecting a growth of 101.96% [2] - Cumulative cash dividends since the company's A-share listing amount to 1.612 billion yuan, with 1.018 billion yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for 甘李药业 increased to 77,300, up by 3.08%, while the average number of circulating shares per person decreased by 2.99% to 7,165 shares [2] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 7.5099 million shares, an increase of 174,800 shares from the previous period [3]
电连技术股价涨5.32%,华夏基金旗下1只基金重仓,持有100股浮盈赚取310元
Xin Lang Cai Jing· 2025-10-10 03:15
Group 1 - The core point of the news is the performance and market position of Dianlian Technology, which saw a stock price increase of 5.32% to 61.40 CNY per share, with a total market capitalization of 26.084 billion CNY [1] - Dianlian Technology specializes in micro connectors and interconnection systems, with its main business revenue composition being: automotive connectors 32.14%, RF connectors and cable assemblies 18.52%, electromagnetic compatibility components 17.75%, flexible boards 16.28%, and others 15.32% [1] Group 2 - According to data, Huaxia Fund has a significant holding in Dianlian Technology through the Huaxia Growth ETF, which holds 100 shares, representing 0.01% of the fund's net value [2] - The Huaxia Growth ETF has achieved a year-to-date return of 29.54% and a one-year return of 33.26%, ranking 2142 out of 4220 and 1678 out of 3852 respectively [2]
思维列控涨2.01%,成交额8885.83万元,主力资金净流出113.74万元
Xin Lang Cai Jing· 2025-10-10 02:57
Core Viewpoint - The stock of Siwei Control has shown significant growth in 2023, with a year-to-date increase of 65.82%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the first half of 2025, Siwei Control reported a revenue of 689 million yuan, representing a year-on-year growth of 23.35% [2]. - The net profit attributable to shareholders for the same period was 304 million yuan, reflecting a substantial increase of 59.76% year-on-year [2]. Shareholder Information - As of August 14, 2025, the number of shareholders for Siwei Control increased to 25,600, up by 14.39% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 12.58% to 14,907 shares [2]. Dividend Distribution - Since its A-share listing, Siwei Control has distributed a total of 2.444 billion yuan in dividends, with 1.845 billion yuan distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, notable institutional shareholders include Hua'an Ju You Selected Mixed Fund, which increased its holdings by 1.2769 million shares, and new entrants such as Guangfa Steady Growth Mixed Fund and Guotai Jiangyuan Advantage Selected Flexible Allocation Mixed Fund [3].
若羽臣股价涨5.1%,安信基金旗下1只基金重仓,持有18.28万股浮盈赚取39.84万元
Xin Lang Cai Jing· 2025-10-10 02:57
Group 1 - The core point of the article highlights the recent performance of Ruoyuchen Technology Co., Ltd., which saw a 5.1% increase in stock price, reaching 44.90 CNY per share, with a trading volume of 276 million CNY and a turnover rate of 2.77%, resulting in a total market capitalization of 13.967 billion CNY [1] - Ruoyuchen Technology, established on May 10, 2011, and listed on September 25, 2020, is based in Guangzhou, Guangdong Province. The company specializes in online agency operations, channel distribution, and brand planning, offering services such as brand positioning, store operations, channel distribution, integrated marketing, data mining, and supply chain management [1] - The revenue composition of Ruoyuchen Technology includes 45.75% from its own brands, 28.83% from agency operations, and 25.42% from brand management [1] Group 2 - From the perspective of major fund holdings, data indicates that a fund under Anxin Fund has heavily invested in Ruoyuchen. Anxin Consumer Medicine Stock A (000974) increased its holdings by 7,420 shares in the second quarter, totaling 182,800 shares, which accounts for 5.29% of the fund's net value, making it the third-largest holding [2] - Anxin Consumer Medicine Stock A (000974) was established on March 19, 2015, with a latest scale of 206 million CNY. Year-to-date returns stand at 38.95%, ranking 1437 out of 4220 in its category, while the one-year return is 39.06%, ranking 1365 out of 3852. Since inception, the fund has achieved a return of 57.27% [2] - The fund managers, Chen Songkun and Xu Yanpeng, have tenures of 4 years and 3 years respectively, with total assets under management of 209 million CNY and 229 million CNY. Their best and worst fund returns during their tenures are 36.72% and -32.57% for Chen, and 41.4% and 10.04% for Xu [2]
兴业银锡股价涨5.03%,中邮基金旗下1只基金重仓,持有200万股浮盈赚取364万元
Xin Lang Cai Jing· 2025-10-10 02:48
Core Insights - The stock price of Xingye Silver Tin has increased by 5.03% to 38.00 CNY per share, with a total market capitalization of 67.474 billion CNY, and a cumulative increase of 33.31% over the past four days [1] Company Overview - Xingye Silver Tin Mining Co., Ltd. is located in Chifeng City, Inner Mongolia, and was established on August 23, 1996, with its listing date on August 28, 1996 [1] - The company's main business involves the mining and smelting of non-ferrous and ferrous metal resources, with revenue composition as follows: silver 34.80%, tin 30.81%, zinc 19.32%, lead 5.12%, iron 3.34%, antimony 2.90%, copper 2.01%, others 0.72%, gold 0.66%, and bismuth 0.32% [1] Fund Holdings - Zhongyou Fund has a significant holding in Xingye Silver Tin, with its fund "Zhongyou Core Advantage Flexible Allocation Mixed A" (590003) holding 2.62% of its net value in 2 million shares, ranking as the eighth largest holding [2] - The fund has realized a floating profit of approximately 3.64 million CNY today and 18.08 million CNY during the four-day increase [2] Fund Manager Performance - The fund manager Jiang Liwei has been in position for 4 years and 221 days, with a total asset size of 20.35 billion CNY and a best return of 37.56% during his tenure [3] - Co-manager Zhang Yiyan has been in position for 1 year and 280 days, managing assets of 12.06 billion CNY, achieving a best return of 41.77% during his tenure [3]
智动力股价涨5.22%,渤海汇金资管旗下1只基金重仓,持有10.48万股浮盈赚取7.96万元
Xin Lang Cai Jing· 2025-10-10 02:48
Group 1 - The core point of the news is that Zhihui Power's stock price increased by 5.22% to 15.32 CNY per share, with a trading volume of 158 million CNY and a turnover rate of 5.49%, resulting in a total market capitalization of 3.993 billion CNY [1] - Zhihui Power, established on July 26, 2004, and listed on August 4, 2017, is based in Dongguan, Guangdong Province, and specializes in the research, production, and sales of functional components for consumer electronics such as mobile phones [1] - The company's main business revenue composition includes structural electronic components (39.37%), functional electronic components (39.30%), optical components (20.43%), and others (0.91%) [1] Group 2 - From the perspective of fund holdings, one fund under Bohai Huijin Asset Management has a significant position in Zhihui Power, with Bohai Huijin New Momentum Theme Mixed A (010584) holding 104,800 shares, accounting for 2.15% of the fund's net value, ranking as the ninth largest holding [2] - The fund has achieved a year-to-date return of 41.59%, ranking 2208 out of 8166 in its category, and a one-year return of 47.84%, ranking 1466 out of 8014 [2] - The fund manager, He Xiang, has been in the position for 8 years and 80 days, with the fund's total asset size at 48.7916 million CNY, achieving a best return of 33.1% and a worst return of -17.42% during his tenure [3]
金龙汽车股价涨5.02%,招商基金旗下1只基金重仓,持有125万股浮盈赚取77.5万元
Xin Lang Cai Jing· 2025-10-10 02:25
Group 1 - The core point of the news is that Jinlong Automobile's stock price increased by 5.02% to 12.97 CNY per share, with a trading volume of 554 million CNY and a turnover rate of 6.06%, resulting in a total market capitalization of 9.3 billion CNY [1] - Jinlong Automobile, established on October 18, 1996, and listed on November 8, 1993, is primarily engaged in the production and sales of large, medium, and light buses, with 94.59% of its revenue coming from automotive and body parts [1] Group 2 - From the perspective of major fund holdings, one fund under China Merchants Fund has Jinlong Automobile as a significant investment, with the China Merchants Antai Equity Mixed Fund (217001) increasing its holdings by 250,000 shares in the second quarter, bringing its total to 1.25 million shares, which constitutes 4.96% of the fund's net value [2] - The China Merchants Antai Equity Mixed Fund (217001) has a current scale of 313 million CNY and has achieved a return of 35.1% year-to-date, ranking 2944 out of 8166 in its category [2]
国联股份跌2.01%,成交额1.58亿元,主力资金净流入180.87万元
Xin Lang Cai Jing· 2025-10-10 02:18
Core Insights - Guolian Co., Ltd. experienced a stock price decline of 2.01% on October 10, with a trading price of 30.79 CNY per share and a total market capitalization of 22.185 billion CNY [1] Financial Performance - For the first half of 2025, Guolian Co., Ltd. reported a revenue of 24.049 billion CNY, representing a year-on-year decrease of 6.52%, while the net profit attributable to shareholders was 680 million CNY, down 4.62% year-on-year [2] - The company has distributed a total of 419 million CNY in dividends since its A-share listing, with 313 million CNY distributed over the past three years [2] Stock Market Activity - Year-to-date, Guolian Co., Ltd.'s stock price has increased by 16.13%, with a 1.92% rise over the last five trading days, a 12.70% increase over the last 20 days, and a 33.27% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on April 22, where it recorded a net buy of -87.6529 million CNY [1] Shareholder Structure - As of June 30, 2025, the number of shareholders for Guolian Co., Ltd. was 45,000, a decrease of 3.15% from the previous period, with an average of 16,013 circulating shares per shareholder, an increase of 3.26% [2] - The top ten circulating shareholders include various funds, with notable changes in holdings, such as a decrease of 3.5553 million shares for the fourth-largest shareholder [3]
云路股份股价涨5.27%,招商基金旗下1只基金重仓,持有80股浮盈赚取457.6元
Xin Lang Cai Jing· 2025-10-10 02:14
Group 1 - The core viewpoint of the news is that Yunlu Co., Ltd. has seen a significant increase in its stock price, rising by 5.27% to 114.25 CNY per share, with a total market capitalization of 13.71 billion CNY [1] - Yunlu Co., Ltd. specializes in the design, research and development, production, and sales of advanced magnetic metal materials, with its main revenue sources being amorphous alloy strips and products (74.71%), nanocrystalline products (16.07%), magnetic powders and products (7.45%), and others (1.77%) [1] - The company is located in Qingdao, Shandong Province, and was established on December 21, 2015, with its listing date on November 26, 2021 [1] Group 2 - From the perspective of fund holdings, one fund under China Merchants Fund has a significant position in Yunlu Co., Ltd., specifically the China Merchants SSE STAR 50 ETF Linked A (023739), which held 80 shares as of the second quarter, making it the third-largest holding [2] - The fund has a current scale of 211 million CNY and has achieved a return of 45.6% since its inception on April 8, 2025 [2] Group 3 - The fund manager of the China Merchants SSE STAR 50 ETF Linked A is Hou Hao, who has been in the position for 8 years and 52 days, managing assets totaling 55.459 billion CNY, with the best fund return during his tenure being 758.66% [3] - Another fund manager, Fang Junyi, has been in the role for 350 days, managing assets of 6.286 billion CNY, with a best return of 62% during his tenure [3]
福斯达涨2.16%,成交额4590.49万元,主力资金净流入318.11万元
Xin Lang Cai Jing· 2025-10-10 02:05
Core Viewpoint - Foxda's stock has shown significant growth this year, with a year-to-date increase of 133.21%, indicating strong market performance and investor interest [1][2]. Company Overview - Foxda, established on July 4, 2000, is located in Hangzhou, Zhejiang Province, and specializes in the development, design, manufacturing, and sales of deep cooling technology and equipment [1]. - The company's main business revenue composition includes: Air separation equipment (71.40%), Natural gas processing and liquefaction devices (23.13%), Others (5.46%), and Rental income (0.01%) [1]. Financial Performance - For the first half of 2025, Foxda achieved operating revenue of 1.476 billion yuan, representing a year-on-year growth of 62.14% [2]. - The net profit attributable to shareholders for the same period was 251 million yuan, reflecting a substantial year-on-year increase of 140.45% [2]. Stock Performance - As of October 10, Foxda's stock price was 52.60 yuan per share, with a market capitalization of 8.416 billion yuan [1]. - The stock has seen a recent trading volume of 45.9049 million yuan, with a turnover rate of 1.78% [1]. - The stock has experienced a net inflow of main funds amounting to 3.1811 million yuan, with significant buying and selling activities noted [1]. Shareholder Information - As of June 30, the number of Foxda's shareholders was 9,526, a decrease of 9.41% from the previous period [2]. - The average circulating shares per person increased by 10.39% to 5,200 shares [2]. Dividend Information - Since its A-share listing, Foxda has distributed a total of 161 million yuan in dividends [3]. Institutional Holdings - As of June 30, 2025, notable changes in institutional holdings include a decrease in shares held by the third-largest shareholder, while others have increased their holdings [3].