财报季，社保基金持股动向曝光！二季度末社保基金共现身468只个股前十大流通股东榜，新进115只， 增持125只。 证券时报·数据宝统计显示，社保基金最新出现在468只个股前十大流通股东名单中，合计持股量76.38亿 股，期末持股市值合计1346.86亿元。持股变动显示，不变92只，减持136只，新进115只，增持125只。 社保基金重仓股中，从前十大流通股东名单中社保基金家数来看，共有5只股获4家社保基金集中现身， 持股量居前的是太阳纸业、华鲁恒升、山推股份，持股量分别是有15111.09万股、13268.38万股、 9033.41万股。 | 601600 | 中国铝 | 1 | 12347.45 | 3.57 | 0.94 | 有色金 | | --- | --- | --- | --- | --- | --- | --- | | | 业 | | | | | 属 | | 601918 | 新集能 源 | 2 | 11454.31 | -5.39 | 4.42 | 煤炭 | | | 天山铝 | | | | | 有色金 | | 002532 | 业 | 1 | 10356.32 | 14.21 | 2.51 | ...

创业板公司最新融资余额4587.41亿元，已连续14个交易日增加，其间累计增加585.05亿元。 证券时报·数据宝统计显示，截至8月28日，创业板两融余额合计4602.43亿元，较上一交易日增加30.26 亿元。其中，融资余额合计4587.41亿元，较上一交易日增加29.82亿元，为连续14个交易日增加，其间 累计增加585.05亿元。 创业板两融余额及变动 | 日期 | 两融余额（亿元） | 环比增减（亿元） | 融资余额（亿元） | 环比增减（亿元） | | --- | --- | --- | --- | --- | | 2025.08.28 | 4602.43 | 30.26 | 4587.41 | 29.82 | | 2025.08.27 | 4572.17 | 39.06 | 4557.60 | 39.05 | | 2025.08.26 | 4533.11 | 48.78 | 4518.54 | 48.84 | | 2025.08.25 | 4484.33 | 100.50 | 4469.70 | 99.95 | | 2025.08.22 | 4383.83 | 9.07 | 4369.75 | 8 ...

中创智领股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有11个交易日股价刷新历史 纪录。截至09:37，该股目前上涨9.31%，股价报20.32元，成交2019.29万股，成交金额4.04亿元，换手 率1.31%，该股最新A股总市值达313.37亿元，该股A股流通市值313.37亿元。 证券时报·数据宝统计显示，中创智领所属的机械设备行业，目前整体跌幅为0.22%，行业内，目前股价 上涨的有184只，涨幅居前的有荣亿精密、同飞股份、中创智领等，涨幅分别为16.47%、14.39%、 9.31%。股价下跌的有395只，跌幅居前的有蓝英装备、格力博、磁谷科技等，跌幅分别为7.53%、 7.06%、6.74%。 两融数据显示，该股最新（8月28日）两融余额为10.41亿元，其中，融资余额为10.37亿元，近10日增加 3513.13万元，环比增长3.51%。 公司发布的半年报数据显示，上半年公司共实现营业收入199.82亿元，同比增长5.42%，实现净利润 25.15亿元，同比增长16.36%，基本每股收益为1.4270元，加权平均净资产收益率10.95%。（数据宝） ...

Group 1 - The stock price of Huagong Technology has reached a new historical high, with 11 trading days in the past month where the stock price has set new records [1] - As of 09:41, the stock is up 0.62% at 64.80 yuan, with a trading volume of 19.83 million shares and a transaction amount of 1.267 billion yuan, resulting in a turnover rate of 1.97% [1] - The latest total market capitalization of the stock is 65.157 billion yuan, with a circulating market capitalization of 65.123 billion yuan [1] Group 2 - In the mechanical equipment industry, the overall decline is 0.31%, with 146 stocks rising, including Rongyi Precision, Tongfei Co., and Kaidi Co., which have increased by 19.33%, 16.71%, and 9.98% respectively [1] - The stock has a margin balance of 4.113 billion yuan as of August 28, with a financing balance of 4.089 billion yuan, showing an increase of 1.456 billion yuan in the last 10 days, a growth of 55.28% [1] Group 3 - The company reported a revenue of 7.629 billion yuan for the first half of the year, representing a year-on-year growth of 44.66% [2] - The net profit for the same period was 911 million yuan, also reflecting a year-on-year increase of 44.87% [2] - The basic earnings per share are 0.9100 yuan, with a weighted average return on equity of 8.70% [2]

Group 1 - The pension funds have invested in 162 stocks, with 45 new entries and 43 increased holdings by the end of Q2, holding a total of 1.438 billion shares valued at 29.579 billion yuan [1][2] - The top holdings include Zhengtai Electric with 72.2298 million shares and Haiyou Development with 52.1022 million shares, with 76 stocks having a market value exceeding 100 million yuan [1][2] - The highest holding percentage is in Lanxiao Technology at 6.78%, followed by Top Cloud Agriculture and Spring Wind Power at 5.47% and 5.21% respectively [1][2] Group 2 - Pension funds are managed by the National Social Security Fund Council, with 77 stocks also having social security funds as major shareholders [2] - The longest-held stock by pension funds is Yinlun Co., which has appeared in the top ten shareholders for 31 consecutive reporting periods [2] - The majority of pension fund holdings are concentrated in the main board with 108 stocks, followed by 36 in the ChiNext and 18 in the Sci-Tech Innovation Board, primarily in the machinery and basic chemical industries [2] Group 3 - Among the stocks held by pension funds, 98 companies reported net profit growth in the semi-annual report, with Rongzhi Rixin showing the highest growth rate of 2063.42% [2] - Detailed holdings show that Zhengtai Electric has a holding of 72.2298 million shares, while Haiyou Development has 52.1022 million shares, with various other companies also listed with their respective holdings and industry classifications [2][3][4]

Company Overview - Xuzhou Huige Equipment Co., Ltd. has been established with a registered capital of 50,000 RMB [1] - The legal representative of the company is Zhu Dongjie [1] Business Scope - The company engages in the sale of machinery and equipment, including electrical switch control equipment and electronic components [1] - It also offers services related to marine engineering, such as marine equipment sales and ocean engineering key supporting system development [1] - Additional activities include software development, general equipment repair, and technical services including consulting and technology transfer [1]

Core Insights - A new company, Jingjiang Zede Machinery Co., Ltd., has been established with a registered capital of 1 million RMB [1] Company Overview - The legal representative of the company is Yu Jinkun [1] - The company operates in various sectors including machinery equipment sales, agricultural machinery sales, and sales of pumps and vacuum equipment [1] - The business scope also includes sales of electrical equipment, metal packaging containers, gas and liquid separation equipment, special equipment, solar thermal utilization products, gas compression machinery, valves, generators, software, electronic products, refrigeration and air conditioning equipment, office supplies, household appliances, furniture, automotive parts, clothing, daily necessities, financial consulting, and import-export services [1]

证券研究报告 | 浙商早知道 报告日期：2025 年 08 月 29 日 浙商早知道 2025 年 08 月 29 日 ： 张延兵 执业证书编号：S1230511010020 ： 021-80106048 ： zhangyanbing@stocke.com.cn 市场总览 重要点评 http://www.stocke.com.cn 1/3 请务必阅读正文之后的免责条款部分 ❑ 大势：周四上证指数上涨 1.1%，沪深 300 上涨 1.8%，科创 50 上涨 7.2%，中证 1000 上涨 1.5%，创业板指上涨 3.8%，恒生指数下跌 0.8%。 ❑ 行业：周四表现最好的行业分别是通信（+7.1%)、电子（+5.5%)、国防军工（+2.3%)、计算机（+2.1%)、非银金 融（+1.5%)，表现最差的行业分别是煤炭（-0.8%)、农林牧渔（-0.7%)、纺织服饰（-0.5%)、食品饮料（-0.4%)、 医药生物（-0.2%)。 ❑ 资金：周四沪深两市总成交额为 29708 亿元，南下资金净流出 204.4 亿港元。 ❑ 【浙商传媒互联网 冯翠婷/陈磊】神州泰岳（300002）公司点评：产品周期过渡期，新游有望 ...

格隆汇8月28日丨中国恒天立信国际(00641.HK)公告，2025上半年，集团于充满不确定的经济环境中营 运，惟同时亦于逆境中持盈保泰，积极降本增效，确保集团各板块业务的可持续发展。期内，集团录得 综合营业收入约10.9亿港元，较去年同期增加21%，当中染整机械业务占79%、不锈钢铸造产品与不锈 钢供应链业务占21%。公司拥有人应占溢利约1600万港元(2024年6月30日止6个月：亏损约4500万港 元)；每股基本盈利及摊薄后盈利均为1.49港仙而去年同期为每股亏损4.09港仙。 ...

资金面上看，两市主力资金全天净流出443.43亿元，今日有5个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨5.53%，全天净流入资金105.53亿元，其次是通信行业，日涨幅为 7.14%，净流入资金为49.98亿元。 沪指8月28日上涨1.14%，申万所属行业中，今日上涨的有22个，涨幅居前的行业为通信、电子，涨幅 分别为7.14%、5.53%。跌幅居前的行业为煤炭、农林牧渔，跌幅分别为0.81%、0.73%。医药生物行业 今日下跌0.20%。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600211 | 西藏药业 | 9.00 | 11.64 | 32028.90 | | 300049 | 福瑞股份 | 15.35 | 19.73 | 29335.67 | | 603222 | 济民健康 | 9.96 | 24.19 | 12589.52 | | 603087 | 甘李药业 | 4.40 | 3.94 | 8203.50 | | 000963 | 华东医药 | -0. ...