| | 11.23上市公司盘后减持情况 | | --- | --- | | 1 | 广立微 股东武岳峰亦合及其一致行动人拟合计减持不超2.2359%股份 | | 2 | 安达智能 股东易指通拟减持不超2.74%股份 | | 3 | 深水海纳 股东安义深水拟减持不超1%股份 部分董监高拟变更持股方式 | | प | 科士达 董事李春英计划减持不超0.07%公司股份 | MACD金叉信号形成，这些股涨势不错！ 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据统计，11月23日，暂无A股上市公司披露增持情况。包括广立微、安达智能、深水海纳、科士达在内 的4家A股上市公司披露减持情况。 ...

Core Viewpoint - The controlling shareholder of Feilong Co., Ltd. plans to reduce its stake in the company through block trading, indicating potential changes in ownership dynamics [1] Group 1 - The controlling shareholder, Henan Wanxi Holdings Co., Ltd., intends to reduce its holdings by up to 11.4957 million shares [1] - The planned reduction represents no more than 2% of the company's total share capital [1]

Core Viewpoint - The rapid completion of a share reduction plan by Bull Group, with significant implications for its stock performance and shareholder dynamics [1][3]. Group 1: Share Reduction Details - The share reduction plan was announced on October 9 and completed within half a month, with a total of approximately 36.17 million shares sold, accounting for 2.00% of the company's total share capital [1][4]. - The total amount raised from the share reduction was approximately 1.456 billion yuan [4]. - The reduction was executed through block trading, with share prices ranging from 39.93 to 41.09 yuan per share [4]. Group 2: Market Impact - Following the initiation of the share reduction on October 31, the discount rate for block trades increased, starting at 5.91% and reaching 9% by November 14 [3]. - This increase in discount rate indicates a growing market perception of the stock's value amidst the reduction activity [3]. Group 3: Company Performance - Bull Group reported a decline in both revenue and net profit for the first three quarters of the year, with revenue at 12.198 billion yuan, down 3.22% year-on-year, and net profit at 2.979 billion yuan, down 8.72% year-on-year [5]. - The company is primarily focused on electrical connections, smart electrical lighting, and new energy sectors, and was founded in 1995 [4][5].

Group 1 - The major shareholder of Bull Group, Ruan Xueping, completed a significant share reduction plan, selling approximately 36.17 million shares, which accounts for 2.00% of the company's total equity, for a total amount of about 1.456 billion yuan within just half a month [1] - The share reduction plan was announced on October 9, and it was completed rapidly, with Ruan citing personal funding needs as the reason for the sale [1] - Following the initiation of the share reduction on October 31, the discount rate for block trades of the stock has been increasing, starting at 5.91% and reaching 9% by November 14 [1] Group 2 - Ruan Xueping, along with his co-controlling shareholder, holds approximately 1.533 billion shares of Bull Group, representing 84.76% of the total equity, indicating a strong controlling position [2] - In the first three quarters of the year, Bull Group reported a decline in both revenue and net profit, with revenue at 12.198 billion yuan, down 3.22% year-on-year, and net profit at 2.979 billion yuan, down 8.72% year-on-year [2]

Core Viewpoint - The announcement from Haishike (002653.SZ) reveals the completion of a share reduction plan by a significant shareholder, indicating a strategic move in the company's equity structure and potential implications for investor sentiment [1][2]. Share Reduction Details - The significant shareholder, Shen Ping, reduced her holdings by a total of 10,373,400 shares, which represents 0.926% of the company's total share capital [1][2]. - The reduction occurred between September 1, 2025, and November 14, 2025, with share prices ranging from 50.00 to 59.83 yuan, and an average selling price of 54.202 yuan per share [1][2]. - The total cash generated from this reduction amounted to approximately 562 million yuan [1]. Shareholder Background - Shen Ping, the spouse of the controlling shareholder Wang Junmin, initially held 20.9 million shares, accounting for 1.93% of the total share capital [3]. - Since March 14, 2023, Shen Ping has cumulatively reduced her holdings by 15,371,100 shares, realizing approximately 418 million yuan in cash [3][4]. Fundraising Activities - Haishike is planning to issue A-shares to specific investors, aiming to raise up to 1.245 billion yuan, which will be allocated for new drug research and to supplement working capital [2][3]. - The number of shares to be issued will not exceed 70 million, with CITIC Securities acting as the lead underwriter [2].

Core Insights - Bridgewater Associates, the world's largest hedge fund, significantly reduced its holdings in major tech stocks, including Nvidia, Google, Microsoft, META, and Amazon in Q3 2023 [1] Holdings Summary - As of the end of Q3 2023, Bridgewater's total portfolio value was approximately $25.5 billion, up from $24.8 billion at the end of Q2 2023 [1] - The top five holdings included IVV (iShares Core S&P 500 ETF), SPY (SPDR S&P 500 ETF), Google-A, Microsoft, and S&P 500, with Nvidia ranked sixth [1] Nvidia Holdings - Bridgewater held approximately 2.51 million shares of Nvidia at the end of Q3 2023, a reduction of about 65.3% from 7.23 million shares at the end of Q2 2023 [1] - This reduction follows a substantial increase of 154.4% in Nvidia holdings during Q2 2023, indicating a shift to a more cautious outlook on Nvidia's future performance [1] Other Major Reductions - In Q3 2023, Bridgewater also reduced its holdings in Google-A by over 50%, Microsoft by over 35%, META by 48%, and Amazon by nearly 10% [1]

Core Insights - Tiger Global Management, a hedge fund led by Chase Coleman, significantly reduced its investment in Meta Platforms, the parent company of Facebook, during the third quarter [1] Company Summary - The filing released on Friday indicates that Tiger Global Management has cut its stake in Meta Platforms [1]

伯克希尔-哈撒韦第三季度出售了120亿美元股票，延续了多年来的净卖出趋势。苹果和美国银行成为最 主要的减持对象，同时该公司也购入64亿美元股票，多数新增持仓集中在商业和工业类别。 伯克希尔第三季度最新10-Q报告显示出售股票124亿美元、购入股票64亿美元，实现资本利得约100亿 美元。据媒体周五估算，截至6月30日持有2.8亿股苹果股票的伯克希尔，在三季度可能减持约3500万 股；而美国银行的持仓则从6月底的略高于6亿股中减持了5000万至1亿股。这一估算基于伯克希尔第三 季度10-Q报告中披露的相关财务数据。 伯克希尔预计将在周五晚间发布季度13-F报告，详细披露截至9月30日的美国上市证券持仓情况。周五 是13-F文件提交的最后期限，而伯克希尔通常会等到最后一天才提交。 多年净卖出趋势持续 另一关键线索来自伯克希尔"消费品"类别股票成本基础在三季度减少约12亿美元。苹果很可能被归入这 一类别——伯克希尔将其约3000亿美元股票持仓分为三大类：消费品、金融、商业工业及其他。 根据几年前的披露，伯克希尔持有苹果股票的成本基础约为每股35美元，出售约3500万股正好与12亿美 元的成本基础减少相吻合。 新增持 ...

Group 1 - Hermes Investment Management Ltd reduced its stake in China Petroleum & Chemical Corporation (03983) by approximately 254 million shares at an average price of HKD 2.48 per share, totaling around HKD 630 million [1] - After the reduction, Hermes Investment Management's latest holding is approximately 248 million shares, representing a holding ratio of 13.82% [1]

Core Points - The major shareholders of Alter (300825.SZ) have completed their share reduction plan, which involved selling up to 14,656,279 shares within a specified timeframe [1] - The total cash generated from the share reduction amounts to 146 million yuan [2] - The company was listed on the Shenzhen Stock Exchange on March 27, 2020, with an initial offering price of 6.14 yuan per share [2] Group 1 - The controlling shareholder, Alter (Qingdao) Automotive Technology Consulting Co., Ltd., and actual controllers Xuan Qiwu and Liu Jian planned to reduce their holdings starting from 15 trading days after the announcement [1] - From August 29 to November 6, 2025, Alter Consulting reduced 9,108,200 shares at an average price of 10.57 yuan per share through block trading [1] - The total shares reduced by Alter Consulting and Liu Jian amounted to 13,403,582 shares [1] Group 2 - The company raised a total of 1.258 billion yuan from two fundraising rounds [4] - The funds raised in the initial public offering (IPO) were intended for projects including styling center upgrades and cutting-edge technology research [2] - The total issuance expenses for the IPO were 66.52 million yuan, with China International Capital Corporation receiving 46 million yuan as underwriting fees [2]