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机构风向标 | 富春染织(605189)2025年二季度已披露前十大机构持股比例合计下跌1.13个百分点
Xin Lang Cai Jing· 2025-08-26 02:09
2025年8月26日,富春染织(605189.SH)发布2025年半年度报告。截至2025年8月25日,共有5个机构投资 者披露持有富春染织A股股份,合计持股量达2510.81万股,占富春染织总股本的12.94%。其中,机构 投资者包括芜湖富春创业投资合伙企业(有限合伙)、芜湖勤慧创业投资合伙企业(有限合伙)、芜湖富春 染织股份有限公司回购专用证券账户、长江证券股份有限公司、招商银行股份有限公司-鹏华弘嘉灵活 配置混合型证券投资基金,机构投资者合计持股比例达12.94%。相较于上一季度,机构持股比例合计 下跌了1.13个百分点。 公募基金方面,本期较上一期持股增加的公募基金共计1个,即鹏华弘嘉混合A,持股增加占比达 0.13%。本期较上一季未再披露的公募基金共计3个,包括招商量化精选股票发起式A、国投瑞银瑞利混 合(LOF)A、中欧小盘成长混合A。 ...
机构风向标 | 双元科技(688623)2025年二季度已披露前十大机构持股比例合计下跌2.03个百分点
Xin Lang Cai Jing· 2025-08-26 01:53
2025年8月26日,双元科技(688623.SH)发布2025年半年度报告。截至2025年8月25日,共有7个机构投资 者披露持有双元科技A股股份,合计持股量达3148.57万股,占双元科技总股本的53.24%。其中,机构 投资者包括杭州凯毕特投资管理有限公司、杭州丰泉汇投资管理合伙企业(有限合伙)、宜宾晨道新能源 产业股权投资合伙企业(有限合伙)、宁波银泰睿祺创业投资有限公司、深圳市德弘联信私募股权基金管 理有限公司-金华金开德弘联信毕方贰号投资中心(有限合伙)、上海朝希私募基金管理有限公司-宁波和 歆实业投资合伙企业(有限合伙)、北京铠润私募基金管理有限公司-铠润致盈私募证券投资基金,机构投 资者合计持股比例达53.24%。相较于上一季度,机构持股比例合计下跌了2.03个百分点。 公募基金方面,本期较上一季未再披露的公募基金共计1个,即国投瑞银中证资源指数(LOF)A。 ...
机构风向标 | 锦和商管(603682)2025年二季度已披露前十大机构持股比例合计下跌1.12个百分点
Xin Lang Cai Jing· 2025-08-23 01:27
外资态度来看,本期较上一季度新披露的外资机构有 3 家 ,包括BARCLAYS BANK PLC、MORGAN STANLEY & CO. INTERNATIONAL PLC.、UBS AG。 公募基金方面,本期较上一季度新披露的公募基金共计1个,即华泰紫金中证500指数增强发起A。本期 较上一季未再披露的公募基金共计1个,即华夏中证500指数增强A。 2025年8月23日,锦和商管(603682.SH)发布2025年半年度报告。截至2025年8月22日,共有8个机构投资 者披露持有锦和商管A股股份,合计持股量达2.96亿股,占锦和商管总股本的62.58%。其中,机构投资 者包括上海锦和投资集团有限公司、上海锦友投资管理事务所(有限合伙)、上海同祺文化艺术发展有限 公司、BARCLAYS BANK PLC、MORGAN STANLEY & CO. INTERNATIONAL PLC.、上海原昌投资 管理有限公司、UBS AG、华泰紫金中证500指数增强发起A,机构投资者合计持股比例达62.58%。相较 于上一季度,机构持股比例合计下跌了1.12个百分点。 ...
机构风向标 | 福莱新材(605488)2025年二季度已披露前十大机构持股比例合计下跌1.08个百分点
Xin Lang Cai Jing· 2025-08-23 01:20
2025年8月23日,福莱新材(605488.SH)发布2025年半年度报告。截至2025年8月22日,共有6个机构投资 者披露持有福莱新材A股股份,合计持股量达3021.19万股,占福莱新材总股本的10.71%。其中,机构 投资者包括嘉兴市进取企业管理合伙企业(有限合伙)、江苏银创资本管理有限公司-银创源通清泉3号私 募证券投资基金、浙商银行股份有限公司-前海开源嘉鑫灵活配置混合型证券投资基金、同泰竞争优势 混合A、南华丰淳混合A、达诚价值先锋灵活配置A,机构投资者合计持股比例达10.71%。相较于上一 季度,机构持股比例合计下跌了1.08个百分点。 外资态度来看,本期较上一季未再披露的外资机构即MORGAN STANLEY & CO. INTERNATIONAL PLC.。 公募基金方面,本期较上一季度新披露的公募基金共计2个,包括前海开源嘉鑫混合A、南华丰淳混合 A。本期较上一季未再披露的公募基金共计5个,包括鹏华碳中和主题混合A、安联中国精选混合A、富 荣福锦混合A、浙商鼎盈事件驱动混合(LOF)、华夏稳进增益一年持有混合A。 ...
郴电国际2025上半年毛利率下滑3.2个百分点,经营现金流同比减少0.87亿元
Sou Hu Cai Jing· 2025-08-22 01:00
Core Insights - The core viewpoint of the news is that Chendian International has shown a mixed performance in its financial results for the first half of 2025, with revenue growth but declining profitability metrics [1][3]. Financial Performance - Chendian International achieved an operating revenue of 1.957 billion yuan in the first half of 2025, representing a year-on-year increase of 1.26% [1]. - The net profit attributable to shareholders was 26 million yuan, reflecting a significant year-on-year growth of 29.55% [1]. Profitability Metrics - The company's net profit margin decreased from 2.49% in the first half of 2024 to 2.29% in 2025, a decline of 0.20 percentage points [3]. - The gross profit margin also fell from 11.38% in the first half of 2024 to 8.18% in 2025, a decrease of 3.20 percentage points [3]. - The return on equity (ROE) for the first half of 2025 was 0.72%, which is an increase of 0.16 percentage points year-on-year [3]. Operational Efficiency - The inventory turnover days were recorded at 6.74 days, a decrease of 0.77 days compared to the first half of 2024, indicating improved operational efficiency [5]. - The net cash flow from operating activities was 465 million yuan, down 0.87% from 552 million yuan in the same period of 2024 [5]. - The debt-to-asset ratio for the first half of 2025 was 71.83%, a decrease of 2.15 percentage points year-on-year, suggesting a reduction in the proportion of total liabilities to total assets [5]. Institutional Holdings - As of the first half of 2025, the number of institutions holding Chendian International's stock decreased to 8, down from 12 in the same period of 2024, indicating a decline in institutional investor confidence [7]. - The company's market capitalization peaked at 7.879 billion yuan on June 15, 2015, and the current market cap stands at 2.809 billion yuan, requiring a 180.54% increase in stock price to reach its historical high [7]. - The utility industry is characterized by stability, suggesting that market capitalization fluctuations are relatively mild [7].
三德科技2025上半年毛利率连续三年下滑,存货周转天数超400天
Jin Rong Jie· 2025-08-18 23:11
Core Viewpoint - SanDe Technology reported strong performance in the first half of 2025, with significant growth in revenue and net profit, indicating a positive trend in the company's operations and profitability. Financial Performance - The company achieved operating revenue of 249 million yuan, a year-on-year increase of 33.44% [1] - The net profit attributable to shareholders reached 61 million yuan, reflecting a year-on-year growth of 45.74% [1] Profitability Indicators - The net profit margin improved from 22.79% in the first half of 2024 to 25.06% in 2025, an increase of 2.27 percentage points [3] - The gross profit margin decreased from 63.98% to 59.37%, marking a continuous decline over three years [3] Operational Stability - The company faces inventory management challenges, with inventory turnover days at 418.60 days [5] - The net cash flow from operating activities was 10 million yuan, down from 44 million yuan in the same period of 2024 [5] - The asset-liability ratio for the first half of 2025 was 33.43%, a decrease of 1.35 percentage points year-on-year, indicating a reduction in the proportion of total liabilities to total assets [5] Institutional Holdings - As of the first half of 2025, there was only one institutional holder of SanDe Technology's stock, a significant drop from 64 in the same period of 2024, suggesting weakened confidence among institutional investors [7] - The company's market capitalization peaked at 9.045 billion yuan on July 14, 2016, and the current market cap is 5.364 billion yuan, indicating a need for a 68.62% increase in stock price to reach historical highs [7] - Despite the decline in institutional interest, the company continues to show positive trends in revenue growth and profitability improvement [7]
机构风向标 | 科沃斯(603486)2025年二季度已披露持股减少机构超10家
Xin Lang Cai Jing· 2025-08-16 02:20
Group 1 - The core viewpoint of the news is that as of August 15, 2025, institutional investors hold a significant portion of Ecovacs Robotics' A-shares, totaling 4.39 billion shares, which accounts for 76.38% of the company's total equity [1] - The top ten institutional investors collectively hold 73.12% of the shares, with a slight decrease of 0.28 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, five funds increased their holdings in Ecovacs, with a total increase of 0.19% compared to the previous period [2] - Twelve public funds reduced their holdings, with notable funds including Huabao Manufacturing Stock and Guotai Zhongzheng All-Index Home Appliances ETF [2] - A total of 33 new public funds disclosed their holdings, while 11 funds did not disclose their holdings in the current period [2]
机构风向标 | 赛伍技术(603212)2025年一季度已披露前十大机构持股比例合计下跌1.81个百分点
Xin Lang Cai Jing· 2025-05-01 01:27
2025年4月30日,赛伍技术(603212.SH)发布2025年第一季报。截至2025年4月30日,共有9个机构投资者 披露持有赛伍技术A股股份,合计持股量达2.08亿股,占赛伍技术总股本的47.43%。其中,机构投资者 包括苏州高新区泛洋科技发展有限公司、吴江东运创业投资有限公司、SILVER GLOW INVESTMENTS LIMITED、苏州苏宇企业管理中心(有限合伙)、上海汇至股权投资基金中心(有限合伙)、香港中央结算 有限公司、高盛国际-自有资金、中国工商银行股份有限公司-前海开源新经济灵活配置混合型证券投资 基金、苏州赛盈企业管理中心(有限合伙),机构投资者合计持股比例达47.43%。相较于上一季度,机构 持股比例合计下跌了1.81个百分点。 公募基金方面,本期较上一季未再披露的公募基金共计15个,主要包括万家中证1000指数增强A、鹏华 上华一年持有期混合A、中欧中证1000指数增强A、鹏华宁华一年持有期混合A、万家国证2000指数增 强A等。 外资态度来看,本期较上一季度持股减少的外资基金共计1个,即SILVER GLOW INVESTMENTS LIMITED,持股减少占比达1.88%。 ...
机构风向标 | 格林美(002340)2025年一季度已披露持股减少机构超30家
Xin Lang Cai Jing· 2025-05-01 01:25
2025年4月30日,格林美(002340.SZ)发布2025年第一季报。截至2025年4月30日,共有53个机构投资者 披露持有格林美A股股份,合计持股量达8.42亿股,占格林美总股本的16.43%。其中,前十大机构投资 者包括深圳市汇丰源投资有限公司、香港中央结算有限公司、中国农业银行股份有限公司-中证500交易 型开放式指数证券投资基金、中国国有企业混合所有制改革基金有限公司、中国工商银行股份有限公 司-汇添富中证新能源汽车产业指数型发起式证券投资基金(LOF)、广东省科技风险投资有限公司、中国 建设银行股份有限公司-富国中证新能源汽车指数型证券投资基金、中国银行股份有限公司-华夏中证新 能源汽车交易型开放式指数证券投资基金、广发国证新能源车电池ETF、嘉实中证稀土产业ETF,前十 大机构投资者合计持股比例达15.20%。相较于上一季度,前十大机构持股比例合计下跌了1.05个百分 点。 公募基金方面,本期较上一期持股增加的公募基金共计7个,主要包括招商中证电池主题ETF、天弘中 证新能源指数增强A、万家国证新能源车电池指数发起式A、汇添富中证电池主题ETF、嘉实中证电池 主题ETF等,持股增加占比小幅上 ...
机构风向标 | 宏创控股(002379)2025年一季度已披露前十大机构持股比例合计下跌1.62个百分点
Xin Lang Cai Jing· 2025-05-01 01:24
Group 1 - Macro Holdings (002379.SZ) reported its Q1 2025 results, with 20 institutional investors holding a total of 357 million shares, representing 31.40% of the company's total equity [1] - The top ten institutional investors collectively hold 31.31% of the shares, a decrease of 1.62 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Southern CSI 2000 ETF, increased its holdings, while one fund, E Fund CSI 2000 ETF, decreased its holdings [2] - A total of 12 new public funds disclosed their holdings this period, including Ruiyuan Balanced Value Mixed A and CITIC Securities Excellent Growth A [2] - One foreign fund, Swiss Capital Bank, increased its holdings, while Hong Kong Central Clearing Limited reduced its holdings by 0.88% [2]