新华财经北京12月3日电新华财经和面包财经研究员根据上市公司的信披数据统计，2025年11月，沪深两市上市公司董监高及其关联人减持金额合计约82.66 亿元，涉及277家公司；增持金额合计约3.68亿元，涉及67家公司。增、减持金额相抵之后，净减持金额78.99亿元。 11月份，各行业中，轻工制造行业减持金额居首位，食品饮料行业增持金额最多。 从月度变化趋势来看，2025年11月，董监高及其关联人减持金额同比上升310.72%，环比上升30.49%；增持金额同比下降18.77%，环比上升148.19%。 图1：2024年11月至2025年11月沪深两市上市公司董监高及关联人月度增减持金额变化 公牛集团、圣邦股份、安车检测减持金额居前 | | | 新金财经 | 面前12 | | | --- | --- | --- | --- | --- | | 排名 | 证券简称 | 证券代码 | 减持金额(万元) | 所属申万行业 | | 1 | 公牛集团 | 603195.SH | 125226.46 | 轻工制造 | | 2 | 圣邦股份 | 300661.SZ | 33285.94 | 电子 | | 3 | 安车检测 ...

Core Insights - In October 2025, the total amount of shares sold by directors, supervisors, and senior executives of listed companies in the Shanghai and Shenzhen stock markets reached approximately 6.092 billion yuan, involving 266 companies, while the total amount of shares bought was about 148 million yuan, involving 48 companies, resulting in a net reduction of 5.944 billion yuan [1][4][12] Group 1: Share Reduction - The computer industry had the highest amount of share reductions in October 2025, totaling approximately 999 million yuan, while the non-bank financial sector saw the most significant share purchases [12][20] - The month-on-month reduction in share sales decreased by 54.23%, while year-on-year it increased by 303.98% [1] - The top three companies with the highest share reductions were Xinquan Co., Ltd. (7.09 billion yuan), Chunzong Technology (3.25 billion yuan), and Kesi Technology (2.26 billion yuan) [4][8] Group 2: Share Purchase - The total amount of shares purchased by directors, supervisors, and senior executives in October 2025 was approximately 148 million yuan, with the non-bank financial sector leading in share purchases [13][20] - The top three companies with the highest share purchases were Hainan Huatie (499.99 million yuan), Ziyuan Food (460.62 million yuan), and Longi Green Energy (137.54 million yuan) [14][17] - The non-bank financial industry had the highest share purchase amount, approximately 55 million yuan, followed by the food and beverage industry at about 47 million yuan [20]

Core Insights - In September 2025, the total amount of shares sold by directors, supervisors, and senior executives of listed companies in the Shanghai and Shenzhen stock markets reached approximately 12.405 billion yuan, involving 331 companies, while the total amount of shares bought was about 0.781 billion yuan, involving 89 companies, resulting in a net reduction of 11.624 billion yuan [1][4]. Summary by Category Shareholding Changes - The amount of shares sold in September 2025 increased by 616.51% year-on-year and by 91.38% month-on-month, while the amount of shares bought decreased by 27.39% year-on-year but increased by 308.42% month-on-month [1][4]. Top Companies by Share Reduction - The company with the highest share reduction was Huichuan Technology, where a director sold 9.6021 million shares for approximately 770 million yuan [4]. - Huitai Medical ranked second with a reduction of 2.8203 million shares, amounting to about 700 million yuan [4]. - Ruichuang Micro-Nano ranked third, with a reduction of 7.5637 million shares, totaling approximately 512 million yuan [4]. Industry Analysis - The electronics industry had the highest total share reduction in September, amounting to approximately 3.224 billion yuan, followed by the machinery equipment industry at 2.603 billion yuan and the pharmaceutical and biological industry at 990 million yuan [14]. - In terms of share purchases, the electronics industry also led with a total of approximately 297 million yuan, followed by the beauty and personal care industry at 107 million yuan and the computer industry at 92 million yuan [23]. Notable Share Purchases - The highest share purchase was made by Luxshare Precision, with a total purchase amount of 201 million yuan [20]. - The second highest was Sturdy Medical, with a total of approximately 107 million yuan from multiple executives [20]. - Han's Information ranked third with a purchase amount of approximately 91 million yuan [20].

Core Insights - In August 2025, the total amount of shares sold by executives and their related parties in the Shanghai and Shenzhen stock markets reached approximately 5.628 billion yuan, involving 278 companies, while the total amount of shares bought was about 0.189 billion yuan, involving 38 companies, resulting in a net reduction of 5.439 billion yuan [1][3] Summary by Category Share Reduction - The computer industry had the highest amount of share reductions in August 2025, totaling approximately 1.255 billion yuan, while the food and beverage industry saw the most share purchases [9][16] - The top three companies with the highest share reductions were: - Green Harmony, with a reduction amount of approximately 373 million yuan [4] - Wangsu Technology, with a reduction amount of approximately 303 million yuan [5] - Oriental Guoxin, with a reduction amount of approximately 265 million yuan [5][7] Share Increase - The total amount of shares bought by executives and their related parties in August 2025 was approximately 0.189 billion yuan, with the food and beverage industry leading in share purchases [10][16] - The top three companies with the highest share purchases were: - Wancheng Group, with a purchase amount of approximately 111 million yuan [10][13] - Guofa Co., with a purchase amount of approximately 28 million yuan [10][13] - Hengshi Technology, with a purchase amount of approximately 13 million yuan [11][13]

Core Viewpoint - In July 2025, the total amount of stock reduction by directors, supervisors, and senior executives of listed companies in the Shanghai and Shenzhen stock markets reached approximately 5.75 billion yuan, with a net reduction of 5.241 billion yuan after offsetting the total increase of about 509 million yuan [1][3]. Summary by Category Stock Reduction - The total reduction amount in July 2025 was approximately 57.5 billion yuan, involving 314 companies [1][3]. - The electronic industry had the highest reduction amount, while the power equipment industry saw the most significant increase [1][9]. - Year-on-year, the reduction amount increased by 405.9%, and month-on-month, it rose by 45.52% [1][3]. - The top three companies with the highest reduction amounts were Guomao Co., Ltd. (1.86 billion yuan), Jingyeda (1.77 billion yuan), and Lihua Co., Ltd. (1.72 billion yuan) [3][4]. Stock Increase - The total increase amount in July 2025 was approximately 509 million yuan, involving 50 companies [1][10]. - The power equipment industry had the highest increase amount, approximately 307 million yuan, followed by the light industry and mechanical equipment industries [10][21]. - The top three companies with the highest increase amounts were Enjie Co., Ltd. (2.61 billion yuan), Jereh Co., Ltd. (0.59 billion yuan), and Wangzi New Materials (0.55 billion yuan) [15][11].

Summary of Key Points Core Viewpoint - In May 2025, the total amount of stock reduction by directors, supervisors, and senior executives of listed companies in the Shanghai and Shenzhen stock markets reached approximately 2.186 billion yuan, resulting in a net reduction of 1.83 billion yuan after accounting for the total increase of about 356 million yuan [1][3]. Group 1: Stock Reduction - The total reduction amount in May 2025 was approximately 2.186 billion yuan, involving 153 companies [1][3]. - The computer industry had the highest reduction amount, approximately 412 million yuan, while the mechanical equipment and pharmaceutical industries followed with reductions of about 312 million yuan and 257 million yuan, respectively [11]. - The top three companies with the highest reduction amounts were: - Ruiming Technology: 302 million yuan [3][4] - Beijiete: 92 million yuan [3][4] - Bichuang Technology: 84 million yuan [3][4]. Group 2: Stock Increase - The total increase amount in May 2025 was approximately 356 million yuan, involving 48 companies [1][12]. - The food and beverage industry had the highest increase amount, approximately 141 million yuan, followed by the pharmaceutical industry with about 86 million yuan and the steel industry with approximately 53 million yuan [19]. - The top three companies with the highest increase amounts were: - Taoli Bread: 141 million yuan [12][16] - Shouxiangu: 73 million yuan [12][16] - Dazhong Mining: 53 million yuan [12][16].

Core Viewpoint - In April 2025, the total amount of stock reduction by directors, supervisors, and senior executives of listed companies in the Shanghai and Shenzhen stock markets reached approximately 798 million yuan, while the total amount of stock purchases was about 24.2 million yuan, resulting in a net reduction of 556 million yuan [1][4]. Group 1: Stock Reduction - The electronic industry had the highest stock reduction amount in April, totaling approximately 208 million yuan [12]. - The top three companies with the highest stock reduction amounts were He Sheng Co., Guo Min Technology, and Lan Te Optical, with reductions of approximately 64 million yuan, 55 million yuan, and 55 million yuan respectively [4][8]. - The total stock reduction amount in April 2025 increased by 1086.94% year-on-year but decreased by 60.87% month-on-month [1]. Group 2: Stock Purchase - The total amount of stock purchases in April 2025 was approximately 24.2 million yuan, involving 57 companies, with the steel industry having the highest purchase amount [13][23]. - The top three companies with the highest stock purchase amounts were Da Zhong Mining, Shan Ying International, and Sai Li Si, with purchases of approximately 98.44 million yuan, 18.92 million yuan, and 15.65 million yuan respectively [14][18]. - The steel industry led the stock purchases in April, with a total of approximately 101 million yuan [23].

Core Points - In March 2025, the total amount of shares sold by directors, supervisors, and senior executives of listed companies in the Shanghai and Shenzhen stock markets reached approximately 2.038 billion yuan, involving 156 companies, while the total amount of shares bought was about 296 million yuan, involving 54 companies, resulting in a net reduction of 1.742 billion yuan [1][3][12] - The electronic industry had the highest amount of shares sold, while the light manufacturing industry saw the most significant increase in share purchases [1][12][20] Summary by Category Share Reduction - The highest amount of shares sold in March 2025 was by Yanshan Technology, with a total reduction of approximately 127 million yuan [3][8] - The second highest was Lian De Equipment, with a reduction of about 118 million yuan [3][8] - The third was Zhongyan Dadi, with a reduction of approximately 116 million yuan [3][8] - The electronic industry led the share reductions with a total of about 635 million yuan, followed by the computer industry at approximately 453 million yuan [12][20] Share Increase - The total amount of shares bought in March 2025 was approximately 296 million yuan, with the highest increase from Shanying International at about 90 million yuan [13][16] - The second highest increase was from Yutong Optical, with an increase of about 20 million yuan [16] - The third was Baiya Shares, also with an increase of approximately 20 million yuan [16] - The light manufacturing industry had the highest share purchases, totaling around 90 million yuan, followed by the mechanical equipment industry at approximately 33 million yuan [20]