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机构风向标 | 富煌钢构(002743)2025年三季度已披露持仓机构仅3家
Xin Lang Cai Jing· 2025-10-31 02:56
Core Viewpoint - Fuhuang Steel Structure (002743.SZ) reported its Q3 2025 results, indicating a slight decline in institutional ownership compared to the previous quarter [1] Institutional Investors - As of October 30, 2025, three institutional investors disclosed holdings in Fuhuang Steel Structure A-shares, totaling 168 million shares, which represents 38.61% of the company's total equity [1] - The institutional investors include Anhui Fuhuang Construction Co., Ltd., Ping An Dazhong Fund - Ping An Bank - Zhongrong International Trust - Zhongrong - Ronghuit 18 Single Fund Trust, and China Construction Bank Co., Ltd. - Nuoan Multi-Strategy Mixed Securities Investment Fund [1] - Compared to the previous quarter, the total institutional ownership percentage decreased by 0.50 percentage points [1] Public Funds - During this period, one new public fund was disclosed, namely Nuoan Multi-Strategy Mixed A [1] - A total of 14 public funds were not disclosed in this quarter compared to the previous one, including funds such as Jiaoyin Fixed Payment Dual Income Balanced Mixed, Dongfanghong Vision Value Mixed A, Jiaoyin Qijia Mixed A, Guotai Economic Preferred Mixed A, and Dongfanghong Vision Pioneer Mixed Initiation A [1]
新大正股价跌7.49%,东证资管旗下1只基金位居十大流通股东,持有273.36万股浮亏损失267.89万元
Xin Lang Cai Jing· 2025-09-29 02:01
Company Overview - New Dazheng Property Group Co., Ltd. is located at 78 Huju Road, Yuzhong District, Chongqing, established on December 10, 1998, and listed on December 3, 2019 [1] - The company specializes in smart city public building and facility management, providing comprehensive property management services, professional management services, and value-added services [1] - The revenue composition is as follows: basic services 87.79%, urban services 8.22%, innovative services 3.86%, and others 0.13% [1] Stock Performance - On September 29, New Dazheng's stock fell by 7.49%, trading at 12.10 CNY per share, with a transaction volume of 232 million CNY and a turnover rate of 8.10%, resulting in a total market capitalization of 2.738 billion CNY [1] Shareholder Insights - Among the top ten circulating shareholders, Dongzheng Asset Management holds a fund that increased its stake in New Dazheng by 264,100 shares, totaling 2.7336 million shares, which represents 1.28% of the circulating shares [2] - The fund, Oriental Red Vision Value Mixed A (010714), has a current scale of 1.289 billion CNY and has achieved a year-to-date return of 20.6% [2] Fund Manager Profile - The fund manager of Oriental Red Vision Value Mixed A is Zhou Yang, who has been in the position for 6 years and 96 days, managing assets totaling 1.614 billion CNY [3] - During his tenure, the best fund return was 27.41%, while the worst was -15.34% [3]
尚品宅配股价跌5.06%,东证资管旗下1只基金位居十大流通股东,持有148.48万股浮亏损失106.91万元
Xin Lang Cai Jing· 2025-08-27 07:00
Group 1 - The core viewpoint of the news is that 尚品宅配 experienced a decline of 5.06% in its stock price, reaching 13.52 yuan per share, with a trading volume of 1.21 billion yuan and a turnover rate of 5.65%, resulting in a total market capitalization of 30.35 billion yuan [1] - 尚品宅配, established on April 19, 2004, and listed on March 7, 2017, specializes in the customized production and sales of whole-house panel furniture, along with the sale of supporting home products and providing design software and information technology solutions to the home industry [1] - The revenue composition of 尚品宅配 includes customized furniture products at 71.88%, supporting home products at 12.82%, other products at 7.11%, integrated decoration business at 6.93%, software and technical services at 0.80%, and O2O lead generation services at 0.46% [1] Group 2 - From the perspective of the top ten circulating shareholders of 尚品宅配, a fund under Dongzheng Asset Management has entered the top ten shareholders, holding 1.4848 million shares, which accounts for 0.95% of the circulating shares, with an estimated floating loss of approximately 1.0691 million yuan [2] - The fund, 东方红远见价值混合A (010714), was established on April 12, 2021, with a latest scale of 1.289 billion yuan, achieving a year-to-date return of 21.66% and a one-year return of 50.77% [2]
机构风向标 | 伊之密(300415)2025年二季度已披露前十大机构累计持仓占比38.26%
Xin Lang Cai Jing· 2025-08-27 01:05
Core Viewpoint - Yizhiming (300415.SZ) reported its semi-annual results for 2025, highlighting significant institutional investment and changes in public fund holdings [1] Institutional Investment - As of August 26, 2025, 20 institutional investors disclosed holdings in Yizhiming A-shares, totaling 180 million shares, which represents 38.36% of the company's total equity [1] - The top ten institutional investors collectively hold 38.26% of the shares, with a 1.80 percentage point increase compared to the previous quarter [1] Public Fund Holdings - One public fund, Dongfanghong Vision Value Mixed Fund, increased its holdings, accounting for a 0.43% rise compared to the previous period [1] - One new public fund, Zhonggeng Small Cap Value Stock, was disclosed this period, while 22 public funds were not disclosed compared to the previous quarter [1]
机构风向标 | 新大正(002968)2025年二季度已披露持仓机构仅3家
Xin Lang Cai Jing· 2025-08-26 02:04
Group 1 - The core viewpoint of the article is that Xindazheng (002968.SZ) reported its semi-annual results for 2025, highlighting the current institutional and public fund holdings in the company [1] - As of August 25, 2025, three institutional investors disclosed holding a total of 43.3995 million shares of Xindazheng, representing 19.18% of the total share capital [1] - The institutional holding percentage decreased by 0.27 percentage points compared to the previous quarter [1] Group 2 - Among public funds, only one fund, Dongfanghong Vision Value Mixed A, increased its holdings, with an increase ratio of 0.12% [1] - One new public fund disclosed its holdings this period, which is the Agricultural Bank of China - Zhaoshang Quality Discovery Mixed A [1] - Two public funds that were previously disclosed did not report again this period, including Southern CSI All Index Real Estate ETF and Everbright Prudential Quantitative Stock A [1]