资金驱动上涨，私募连续两周加仓 近期，A股市场呈现企稳回升态势，私募机构也随之调整仓位布局。根据私募排排网数据，截至8月15 日，股票私募连续两周加仓，仓位指数为74.86%，较前一周上升0.64个百分点，这意味着股票私募加仓 意愿正在增强。从周期来看，私募仓位回升与市场情绪回暖基本同步，此数据或表示机构投资者对后市 的态度趋于乐观。 本报（chinatimes.net.cn）记者张玫 北京报道 近日，A股市场延续强势格局，交投情绪持续高涨。在资金踊跃入场、政策面利好频出的推动下，沪深 两市成交额连续多个交易日在2万亿元以上。 伴随着市场信心归来，私募基金正以真金白银的投入表达对后市的乐观预期。私募排排网最新数据显 示，截至2025年8月15日，百亿私募仓位指数大幅上涨8.16个百分点，达到82.29%，创下年内单周最大 加仓纪录。这一数据标志着百亿私募仓位指数在时隔4周后重新站上80%的关键水平线。 与此同时，股票私募仓位指数也连续第二周上涨，达到74.86%。逾五成股票私募选择满仓操作，而满 仓的百亿私募占比更是高达61.97%，较前一周的37.16%大幅提升24.81个百分点。 从仓位分布的变化来看，百 ...

Core Viewpoint - Recent data indicates that four A-shares have reached foreign ownership limits, with significant interest from foreign investors and long-term funds like social security and pension funds [2][4][11]. Group 1: Foreign Ownership Data - On August 7, 2025, the foreign ownership ratios for four stocks exceeded 24%, specifically: - Siyuan Electric at 26.77% - Shuanghuan Transmission at 24.77% - Huaming Equipment at 24.27% - Hongfa Technology at 25.28% [2][4][8]. - Siyuan Electric has had its buy orders suspended on the Shenzhen-Hong Kong Stock Connect due to its high foreign ownership [4]. Group 2: Company Performance - Siyuan Electric reported a revenue of 8.497 billion yuan for the first half of the year, marking a year-on-year increase of 37.8%, with a net profit of 1.293 billion yuan, up 45.71% [5]. - Hongfa Technology achieved a revenue of 8.347 billion yuan, reflecting a 15.43% year-on-year growth, and a net profit of 964 million yuan, which is a 14.19% increase [8]. Group 3: Investor Interest - Siyuan Electric has attracted attention from various long-term investors, including social security funds, with the National Social Security Fund's 601 portfolio being a notable shareholder [6]. - Hongfa Technology's shareholder list includes significant long-term funds, indicating strong institutional interest [8][9]. Group 4: Market Outlook - Multiple foreign institutions express optimism about the A-share market, highlighting the potential for quality investments in sectors like technology, manufacturing, and new consumption [11][12].