基金重仓
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铜冠铜箔股价涨5.42%,财通证券资管旗下1只基金重仓,持有2.92万股浮盈赚取4.88万元
Xin Lang Cai Jing· 2025-09-29 03:53
Core Viewpoint - Copper Crown Copper Foil has seen a 5.42% increase in stock price, reaching 32.50 CNY per share, with a trading volume of 547 million CNY and a turnover rate of 2.09%, resulting in a total market capitalization of 26.943 billion CNY [1] Group 1: Company Overview - Anhui Copper Crown Copper Foil Group Co., Ltd. was established on October 18, 2010, and listed on January 27, 2022 [1] - The company specializes in the research, manufacturing, and sales of various high-precision electronic copper foils [1] - The revenue composition of the main business includes: PCB copper foil 56.84%, lithium battery copper foil 37.92%, copper flat wire and others 4.45%, and other supplementary products 0.79% [1] Group 2: Fund Holdings - A fund under Caitong Securities Asset Management has a significant holding in Copper Crown Copper Foil, specifically the Caitong Asset Management CSI 1000 Index Enhanced A (019402) [2] - In the second quarter, the fund reduced its holdings by 100 shares, maintaining 29,200 shares, which represents 3.29% of the fund's net value, making it the second-largest holding [2] - The fund has achieved a year-to-date return of 19.97% and a one-year return of 45.55%, ranking 2613 out of 4220 and 1720 out of 3835 in its category, respectively [2]
建龙微纳股价涨5.2%,浙商证券资管旗下1只基金重仓,持有3.22万股浮盈赚取6.17万元
Xin Lang Cai Jing· 2025-09-29 03:51
Group 1 - The core viewpoint of the news is that Jianlong Micro-Nano has seen a stock price increase of 5.2%, reaching 38.81 yuan per share, with a total market capitalization of 3.883 billion yuan [1] - Jianlong Micro-Nano specializes in the research, production, sales, and technical services of molecular sieve adsorbents and catalysts in various fields including medical oxygen, energy chemicals, environmental protection, energy-saving building materials, and refrigeration systems [1] - The company's main business revenue is entirely derived from product sales, accounting for 100% of its revenue [1] Group 2 - According to data from fund holdings, a fund under Zheshang Securities Asset Management has Jianlong Micro-Nano as one of its top ten heavy positions, holding 32,200 shares, which represents 0.73% of the fund's net value [2] - The fund, Zheshang Huijin Quantitative Selected Stocks A (011824), has achieved a year-to-date return of 26.65% and a one-year return of 51.51%, ranking 1969 out of 4220 and 1436 out of 3835 in its category respectively [2] - The fund manager, Chen Gujun, has been in position for 5 years and 254 days, with the fund's total asset size at 204 million yuan [3]
太平洋涨2.02%,成交额6.40亿元,主力资金净流入923.74万元
Xin Lang Cai Jing· 2025-09-29 03:48
Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Pacific Securities, including stock price movements and trading volumes [1][2]. - As of September 29, Pacific Securities' stock price increased by 2.02% to 4.55 CNY per share, with a total market capitalization of 31.014 billion CNY [1]. - Year-to-date, the stock has risen by 6.81%, but has seen a decline of 3.60% over the last five trading days [1]. Group 2 - The company was established on January 6, 2004, and went public on December 28, 2007, with its main business activities including securities underwriting, proprietary trading, and brokerage services [2]. - The revenue composition of Pacific Securities includes 41.02% from brokerage services, 32.98% from investment services, and 5.83% from investment banking [2]. - As of June 30, 2025, the company reported a net profit of 121 million CNY, reflecting a year-on-year growth of 76.65% [2]. Group 3 - Since its A-share listing, Pacific Securities has distributed a total of 9.56 billion CNY in dividends, with no dividends paid in the last three years [3]. - As of June 30, 2025, the top ten circulating shareholders include major ETFs, with notable changes in their holdings [3].
吉比特股价跌5%,宏利基金旗下1只基金重仓,持有6100股浮亏损失18.18万元
Xin Lang Cai Jing· 2025-09-29 03:20
Group 1 - G-bits experienced a 5% decline on September 29, with a stock price of 566.00 yuan per share, a trading volume of 1.079 billion yuan, a turnover rate of 2.57%, and a total market capitalization of 40.775 billion yuan [1] - G-bits, established on March 26, 2004, and listed on January 4, 2017, specializes in the creative planning, research and development, and commercialization of online games [1] Group 2 - Manulife Fund holds a significant position in G-bits, with its Manulife Reform Power Mixed A Fund (001017) owning 6,100 shares, representing 2.33% of the fund's net value, making it the seventh-largest holding [2] - The Manulife Reform Power Mixed A Fund was established on February 13, 2015, with a latest scale of 78.5434 million yuan, achieving a year-to-date return of 12.69% and a one-year return of 19.21% [2] Group 3 - The fund manager of Manulife Reform Power Mixed A Fund is Li Tingting, who has been in the position for 3 years and 276 days, managing a total asset size of 2.516 billion yuan [3] - During her tenure, the best fund return was 33.98%, while the worst return was -35.89% [3]
长白山涨2.01%,成交额1.68亿元,主力资金净流出588.24万元
Xin Lang Zheng Quan· 2025-09-29 02:25
Core Viewpoint - Changbai Mountain's stock price has shown fluctuations, with a year-to-date increase of 9.69% but a recent decline over the past five days by 7.93% [1] Financial Performance - As of June 30, 2025, Changbai Mountain reported a revenue of 235 million yuan, a year-on-year decrease of 7.44%, and a net profit attributable to shareholders of -2.05 million yuan, a significant decline of 109.75% [2] - Cumulative cash dividends since the A-share listing amount to 144 million yuan, with 42.53 million yuan distributed over the last three years [3] Shareholder Information - The number of shareholders decreased by 24.52% to 36,600 as of June 30, 2025, while the average circulating shares per person increased by 32.48% to 7,289 shares [2] - Notable changes in institutional holdings include a significant reduction in shares held by the top shareholders, with the fifth-largest shareholder reducing holdings by 60.20% [3]
新宏泽涨2.05%,成交额1628.63万元,主力资金净流入41.25万元
Xin Lang Cai Jing· 2025-09-29 02:22
Core Viewpoint - New Hongze's stock price has shown a significant increase this year, with a year-to-date rise of 32.90%, indicating strong market interest and potential growth in the packaging industry [2]. Group 1: Stock Performance - As of September 29, New Hongze's stock price rose by 2.05% to 9.46 CNY per share, with a total market capitalization of 2.18 billion CNY [1]. - The stock has experienced a net inflow of 412,500 CNY from major funds, with large orders accounting for 8.29% of total purchases [1]. - Over the past five trading days, the stock has increased by 2.27%, while it has seen a slight decline of 1.77% over the past 60 days [2]. Group 2: Financial Performance - For the first half of 2025, New Hongze reported a revenue of 200 million CNY, reflecting a year-on-year growth of 30.90%, and a net profit attributable to shareholders of 31.46 million CNY, up by 11.41% [2]. - The company has distributed a total of 371 million CNY in dividends since its A-share listing, with 155 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, New Hongze had 12,500 shareholders, an increase of 4.56% from the previous period, with an average of 18,401 shares held per shareholder, down by 4.36% [2]. - The second-largest circulating shareholder is CITIC Prudential Multi-Strategy Mixed Fund, holding 2.4932 million shares, an increase of 1.0432 million shares from the previous period [3].
普莱得涨2.06%,成交额1790.09万元,主力资金净流出134.77万元
Xin Lang Cai Jing· 2025-09-29 02:20
Core Viewpoint - The stock of Zhejiang Plade Electric Co., Ltd. has shown a significant increase of 35.07% year-to-date, despite a slight decline of 0.95% in the last five trading days, indicating volatility in its performance [2]. Company Overview - Zhejiang Plade Electric Co., Ltd. was established on November 1, 2005, and went public on May 30, 2023. The company specializes in the research, design, production, and sales of electric tools [2]. - The main revenue composition of the company includes 94.85% from electric tool assemblies, 3.66% from electric tool accessories, and 1.49% from other sources [2]. - The company is categorized under the Shenwan industry classification as machinery equipment - general equipment - other general equipment, and is part of several concept sectors including specialized and innovative, fund heavy positions, margin financing, high dividends, and small-cap stocks [2]. Financial Performance - For the period from January to June 2025, the company achieved a revenue of 461 million yuan, representing a year-on-year growth of 11.98%. The net profit attributable to the parent company was 45.65 million yuan, reflecting a growth of 14.23% [2]. - As of June 30, 2025, the company has distributed a total of 59.27 million yuan in dividends since its A-share listing [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 9.69% to 8,815, with an average of 3,616 circulating shares per person, up by 16.26% [2]. - Notable institutional holdings include Noan Multi-Strategy Mixed A (320016) as the fifth largest shareholder with 412,100 shares, an increase of 275,700 shares from the previous period. Huaxia CSI 500 Index Enhanced A (007994) is the sixth largest shareholder with 320,400 shares, a new entry. Huaxia Zhisheng Pioneer Stock (LOF) A (501219) ranks ninth with 209,400 shares, also a new entry [3].
拓荆科技股价涨5.12%,大成基金旗下1只基金重仓,持有1.91万股浮盈赚取24.41万元
Xin Lang Cai Jing· 2025-09-29 02:03
Group 1 - The core viewpoint of the news is that拓荆科技 has seen a stock price increase of 5.12%, reaching 263.00 CNY per share, with a total market capitalization of 73.569 billion CNY [1] - The company, established on April 28, 2010, specializes in the research, production, sales, and technical services of high-end semiconductor equipment, with 96.47% of its revenue coming from semiconductor equipment [1] - The trading volume for the stock was 6.26 billion CNY, with a turnover rate of 0.87% [1] Group 2 - Dachen Fund has a significant holding in拓荆科技, with its Dachen Specialized and New Mixed A Fund (014651) holding 19,100 shares, unchanged from the previous period, representing 7.31% of the fund's net value [2] - The fund has achieved a year-to-date return of 22.97% and a one-year return of 29.6%, ranking 4005 out of 8244 and 4326 out of 8080 in its category, respectively [2] - The fund manager, 于威业, has been in position for 1 year and 271 days, with the best fund return during this period being 42.8% [3]
赛轮轮胎跌2.05%,成交额8029.29万元,主力资金净流入88.54万元
Xin Lang Cai Jing· 2025-09-29 02:01
Core Viewpoint - SAILUN Tire's stock price has shown fluctuations, with a recent decline of 2.05% on September 29, 2023, while the company has experienced a year-to-date increase of 2.87% in stock price [1][2]. Company Performance - For the first half of 2025, SAILUN Tire achieved a revenue of 17.587 billion yuan, representing a year-on-year growth of 16.05%. However, the net profit attributable to shareholders decreased by 14.90% to 1.831 billion yuan [2]. - Since its A-share listing, SAILUN Tire has distributed a total of 4.758 billion yuan in dividends, with 2.758 billion yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for SAILUN Tire increased to 66,100, up by 7.17% from the previous period. The average circulating shares per person decreased by 6.69% to 49,754 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 142 million shares, an increase of 28.224 million shares from the previous period [3].
华利集团跌1.54%,成交额8595.24万元,近3日主力净流入-1685.06万
Xin Lang Cai Jing· 2025-09-26 08:06
Core Viewpoint - The company, Huayi Group, is a leading global manufacturer of sports footwear, primarily serving well-known brands and benefiting from the depreciation of the RMB, with a significant portion of its revenue coming from overseas sales [2][3]. Company Overview - Huayi Group specializes in the development, design, production, and sales of sports footwear, serving major global brands such as Nike, Converse, and Puma [2]. - The company was established on September 2, 2004, and went public on April 26, 2021, with its main business revenue composition being 89.53% from sports casual shoes, 8.31% from sports sandals/slippers, and 2.07% from outdoor boots [7]. Financial Performance - For the first half of 2025, Huayi Group achieved a revenue of 12.661 billion yuan, representing a year-on-year growth of 10.36%, while the net profit attributable to shareholders decreased by 11.06% to 1.671 billion yuan [7]. - The company has distributed a total of 9.103 billion yuan in dividends since its A-share listing, with 6.652 billion yuan distributed over the past three years [8]. Shareholder Structure - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited and E Fund's various funds, with notable changes in their holdings [8][9]. - The number of shareholders decreased by 11.35% to 12,500, while the average circulating shares per person increased by 12.80% to 93,359 shares [7]. Market Activity - On September 26, the stock price of Huayi Group fell by 1.54%, with a trading volume of 859.524 million yuan and a market capitalization of 62.633 billion yuan [1]. - The stock has shown no clear trend in major net inflows, with a net inflow of 1.5671 million yuan on the day, ranking 10th in its industry [4][5].