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机构风向标 | 西子洁能(002534)2025年二季度已披露持仓机构仅8家
Xin Lang Cai Jing· 2025-08-26 01:09
2025年8月26日,西子洁能(002534.SZ)发布2025年半年度报告。截至2025年8月25日,共有8个机构投资 者披露持有西子洁能A股股份,合计持股量达5.81亿股,占西子洁能总股本的78.56%。其中,机构投资 者包括西子电梯集团有限公司、金润(香港)有限公司、杭州市实业投资集团有限公司、西子清洁能源装 备制造股份有限公司-2023年员工持股计划、香港中央结算有限公司、招商银行股份有限公司-南方中证 1000交易型开放式指数证券投资基金、招商银行股份有限公司-华夏中证1000交易型开放式指数证券投 资基金、中国工商银行股份有限公司-广发中证1000交易型开放式指数证券投资基金,机构投资者合计 持股比例达78.56%。相较于上一季度,机构持股比例合计下跌了0.33个百分点。 外资态度来看,本期较上一期持股增加的外资基金共计1个,即香港中央结算有限公司,持股增加占比 小幅上涨。 公募基金方面,本期较上一期持股增加的公募基金共计2个,包括南方中证1000ETF、华夏中证 1000ETF,持股增加占比小幅上涨。本期较上一季度新披露的公募基金共计1个,即广发中证 1000ETF。本期较上一季未再披露的公募基 ...
机构风向标 | 盈趣科技(002925)2025年二季度已披露前十大机构累计持仓占比63.45%
Xin Lang Cai Jing· 2025-08-16 02:18
2025年8月16日,盈趣科技(002925.SZ)发布2025年半年度报告。截至2025年8月15日,共有13个机构投 资者披露持有盈趣科技A股股份,合计持股量达4.93亿股,占盈趣科技总股本的63.46%。其中,前十大 机构投资者包括深圳万利达电子工业有限公司、建瓯趣惠投资合伙企业(有限合伙)、厦门赢得未来创业 投资合伙企业(有限合伙)、厦门盈趣科技股份有限公司-2025年员工持股计划、厦门盈趣科技股份有限公 司-2025年员工持股计划、国海证券-北部湾财产保险股份有限公司-国海证券卓越8165号单一资产管理计 划、建瓯山坡松投资合伙企业(有限合伙)、香港中央结算有限公司、金元顺安沣楹债券、华商品质慧选 混合A,前十大机构投资者合计持股比例达63.45%。相较于上一季度,前十大机构持股比例合计上涨了 3.27个百分点。 外资态度来看,本期较上一期持股增加的外资基金共计1个,即香港中央结算有限公司,持股增加占比 小幅上涨。 公募基金方面,本期较上一季度新披露的公募基金共计5个,包括金元顺安沣楹债券、华商品质慧选混 合A、诺德量化先锋A、汇添富中证A500指数增强A、明亚中证1000指数增强A。 ...
4只A股被“买爆”
第一财经· 2025-08-12 05:04
Core Viewpoint - The article discusses the increasing interest of foreign investors in A-shares, particularly in four stocks that have reached high foreign ownership levels, leading to trading restrictions due to regulatory limits [3][10]. Group 1: Foreign Investment Trends - As of August 8, four stocks—Siyuan Electric, Shuanghuan Transmission, Huaming Equipment, and Hongfa Technology—have foreign ownership ratios exceeding 24%, with Siyuan Electric reaching 26.83% [3][5]. - Siyuan Electric's foreign ownership rose from 24.64% on July 15 to 28.07% by the end of July, prompting a temporary halt on foreign purchases due to regulatory limits [7][8]. - The surge in foreign investment is attributed to global liquidity shifts, a weakening dollar, and a return of funds to emerging markets [3][18]. Group 2: Performance of Targeted Stocks - The four highlighted stocks are industry leaders: Siyuan Electric in power transmission equipment, Huaming Equipment in transformer tap changers, Hongfa Technology in relays, and Shuanghuan Transmission in precision gear systems [10]. - For the first half of the year, Siyuan Electric reported revenues of 8.497 billion yuan and a net profit of 1.293 billion yuan, marking year-on-year increases of 37.8% and 45.71% respectively [11]. - Hongfa Technology and Huaming Equipment also reported revenue growth, with Hongfa achieving 8.347 billion yuan in revenue and a net profit of 964 million yuan, both showing over 10% growth [11]. Group 3: Foreign Shareholder Insights - Notable foreign investors include Morgan Stanley and Temasek, which have appeared in the top ten shareholders of these companies [12][13]. - As of the end of June, Abu Dhabi Investment Authority held 22.12 million shares of Hongfa Technology, representing 1.52% of the company [14]. - Hong Kong Central Clearing increased its stake in Huaming Equipment significantly, holding 156 million shares by the end of June, a 54.34% increase from the previous quarter [14]. Group 4: Broader Market Context - The article highlights that foreign investment is concentrated in sectors like new energy, semiconductors, and medical devices, which are seen as having strong growth potential and favorable valuations compared to global peers [18]. - As of June 30, major companies like China Ping An, Wuliangye, and Kweichow Moutai had over 80 foreign institutional investors each, indicating a strong preference for industry leaders among foreign capital [19].
又有4只A股被“买爆”,外资加速进场扫货?
Di Yi Cai Jing· 2025-08-11 11:33
Group 1 - Foreign investors are increasingly buying into A-shares, with some stocks nearing the 30% ownership limit, leading to temporary trading suspensions [1][3] - As of August 8, four stocks had foreign ownership exceeding 24%, including Siyuan Electric (26.83%), Shuanghuan Transmission, Huaming Equipment, and Hongfa Technology [1][3] - Siyuan Electric's foreign ownership rose from 24.64% on July 15 to 28.07% by the end of July, triggering a suspension of foreign purchases [3][4] Group 2 - The stocks attracting foreign investment are industry leaders, with Siyuan Electric being a leader in power transmission and transformation equipment, and Huaming Equipment specializing in transformer tap changers [5] - The financial performance of these companies has been strong, with Siyuan Electric reporting a 37.8% increase in revenue to 8.497 billion yuan and a 45.71% rise in net profit to 1.293 billion yuan in the first half of the year [6] - Hongfa Technology and Huaming Equipment also reported revenue growth, with Hongfa achieving 8.347 billion yuan in revenue and a net profit of 964 million yuan, both showing over 10% growth [6] Group 3 - Prominent foreign investors such as Morgan Stanley and Temasek have been identified among the top shareholders of these stocks, indicating strong foreign interest [2][8] - As of the end of June, over 80 foreign institutions held shares in major companies like China Ping An, Wuliangye, and Kweichow Moutai, reflecting a trend of foreign investment in leading firms [11] - The banking sector and state-owned enterprises have also seen significant foreign investment, with major banks like Agricultural Bank and Industrial and Commercial Bank attracting substantial foreign holdings [12][13]