11月21日，凯淳股份涨6.61%，截至发稿，报33.85元/股，成交1.09亿元，换手率6.69%，总市值27.08亿 元。 中信保诚景气优选混合A（020151）基金经理为王颖。 资料显示，上海凯淳实业股份有限公司位于上海市闵行区浦江镇陈行公路2339弄智慧之岸一期西区3号 楼，成立日期2008年12月2日，上市日期2021年5月28日，公司主营业务涉及为国内外知名品牌提供综合 性的电子商务服务以及客户关系管理服务。主营业务收入构成为：电子商务100.00%。 从基金十大重仓股角度 数据显示，中信保诚基金旗下1只基金重仓凯淳股份。中信保诚景气优选混合A（020151）三季度持有 股数7.56万股，占基金净值比例为0.42%，位居第五大重仓股。根据测算，今日浮盈赚取约15.88万元。 中信保诚景气优选混合A（020151）成立日期2024年2月26日，最新规模1.75亿。今年以来收益 50.34%，同类排名721/8136；近一年收益49.32%，同类排名619/8056；成立以来收益89.83%。 截至发稿，王颖累计任职时间8年281天，现任基金资产总规模49.04亿元，任职期间最佳基金回报 52.85% ...

Core Points - CITIC Prudential Fund Management Co., Ltd. announced adjustments to the limits on large subscriptions, large conversions, and large regular investment amounts for the CITIC Prudential Economic Preferred Mixed Securities Investment Fund, effective from November 3, 2025 [1] Group 1: Fund Adjustment Details - The fund will set a limit of 10 million yuan for large subscriptions, large conversions, and large regular investment amounts [1] - If an investor's single transaction exceeds 10 million yuan, the fund management has the right to refuse the application [1] - During the period of suspension for large subscriptions and conversions, normal redemption and conversion out processes will continue to operate [1]

Core Viewpoint - International Industry (000159.SZ) reported its Q3 2025 results, indicating a total institutional holding of 112 million shares, accounting for 23.33% of the company's total equity, with a slight decrease in institutional holding percentage compared to the previous quarter [1] Institutional Holdings - As of October 30, 2025, there are two institutional investors disclosing their holdings in International Industry A-shares, with a combined holding of 112 million shares [1] - The institutional holding percentage has decreased by 0.94 percentage points compared to the previous quarter [1] Public Fund Activity - One new public fund has been disclosed this quarter, namely the Jin Yuan Shun An Flexible Allocation Mixed Securities Investment Fund [1] - A total of 15 public funds were not disclosed this quarter, including notable funds such as CITIC Prudential Multi-Strategy Mixed (LOF) A, CITIC Prudential Economic Selection Mixed A, and others [1]

Core Insights - Heshun Petroleum (603353.SH) reported its Q3 2025 results on October 31, 2025, highlighting significant institutional investment in the company [1] Institutional Holdings - As of October 30, 2025, four institutional investors disclosed holdings in Heshun Petroleum A-shares, totaling 75.8084 million shares, which represents 44.10% of the company's total equity [1] - The institutional investors include Hunan Heshun Investment Development Co., Shenzhen Dahua Xinan Private Securities Fund Management Co., Morgan Stanley & Co. International PLC, and another fund managed by Shenzhen Dahua Xinan [1] - Compared to the previous quarter, the total institutional holding percentage increased by 0.36 percentage points [1] Public Fund Disclosures - In this reporting period, nine public funds were disclosed, including CITIC Prudential Multi-Strategy Mixed (LOF) A, CITIC Prudential Economic Selection Mixed A, CITIC Prudential Anxin Return Bond A, Huatai-PineBridge CSI Oil and Gas Resources ETF, and Everbright Prudential Quantitative Stock A [1] Foreign Investment - One new foreign institutional investor disclosed in this period is Morgan Stanley & Co. International PLC [1]

Group 1 - The core point of the news is that Xueqi Electric (001387.SZ) reported its Q3 2025 results, revealing a decline in institutional investor holdings [1] - As of October 28, 2025, a total of 8 institutional investors held shares in Xueqi Electric, with a combined holding of 51.5093 million shares, accounting for 28.14% of the total share capital [1] - The institutional holding percentage decreased by 4.22 percentage points compared to the previous quarter [1] Group 2 - Among public funds, only one fund, Nuoan Multi-Strategy Mixed A, increased its holdings, with an increase ratio of 0.25% [1] - A total of 88 public funds did not disclose their holdings in this period, including notable funds such as Dacheng CSI 360 Internet + Index A and CITIC Prudential Multi-Strategy Mixed (LOF) A [1]

Group 1 - Zhejiang Lino (300838.SZ) released its Q3 2025 report on October 28, 2025, indicating that as of October 27, 2025, four institutional investors disclosed holding a total of 4.9783 million A-shares, accounting for 3.61% of the total share capital [1] - The institutional holding ratio decreased by 0.92 percentage points compared to the previous quarter [1] - Among public funds, one fund, CITIC Prudential Multi-Strategy Mixed (LOF) A, increased its holdings by 0.15% compared to the previous period [1] Group 2 - A total of 31 public funds that did not disclose their holdings in the current period were noted, including notable funds such as Nuon Multi-Strategy Mixed A and Jianxin Flexible Allocation Mixed A [1] - In terms of foreign investment, Barclays Bank PLC was noted as an external institution that did not disclose its holdings in the current period [2]

Group 1 - The core point of the news is that 联发股份 (002394.SZ) reported its Q3 2025 results, highlighting significant institutional investor holdings and changes in public fund investments [1] - As of October 27, 2025, a total of 9 institutional investors hold 149 million shares of 联发股份, accounting for 45.93% of the total share capital, with an increase of 0.84 percentage points compared to the previous quarter [1] - The public fund sector saw a decrease in holdings from one fund, 南华丰睿量化选股混合A, while one new fund, 南华丰元量化选股混合A, was disclosed this quarter [1] Group 2 - Foreign institutional investors that were not disclosed in this quarter include BARCLAYS BANK PLC and 中信证券资产管理 (香港) 有限公司 [2]

Core Viewpoint - Ningbo United (600051.SH) reported its Q3 2025 results, highlighting a decrease in institutional ownership compared to the previous quarter [1] Institutional Ownership - As of October 27, 2025, four institutional investors disclosed holdings in Ningbo United A-shares, totaling 99.5957 million shares, which represents 32.04% of the total share capital [1] - The institutional ownership decreased by 1.96 percentage points compared to the previous quarter [1] Public Fund Holdings - One public fund, Nuoan Multi-Strategy Mixed A, increased its holdings during this period, with an increase ratio of 0.56% [1] - A total of 31 public funds did not disclose their holdings this quarter, including notable funds such as CITIC Prudential Multi-Strategy Mixed (LOF) A and CITIC Prudential Economic Preference Mixed A [1]

Core Insights - Tianrong Tianyu (300988.SZ) released its Q3 2025 report on October 27, 2025, indicating a total of 3 institutional investors holding shares, amounting to 3.55 million shares, which represents 2.53% of the total share capital [1] - The institutional holding ratio increased by 0.70 percentage points compared to the previous quarter [1] Institutional Investors - The institutional investors include China Bank Co., Ltd. - Zhaoshang Quantitative Selected Stock Fund, J.P. Morgan Securities PLC - Proprietary Fund, and China Everbright Bank Co., Ltd. - Zhaoshang Growth Quantitative Stock Selection Fund [1] - The total institutional holding ratio is now 2.53% [1] Public Funds - Two new public funds were disclosed this period compared to the previous quarter, namely Zhaoshang Quantitative Selected Stock Initiated A and Zhaoshang Growth Quantitative Stock Selection A [1] - A total of 34 public funds were not disclosed this period, including CITIC Prudential Multi-Strategy Mixed (LOF) A, GF Technology Innovation Mixed A, and others [1] Foreign Investment - One new foreign institution was disclosed this period, J.P. Morgan Securities PLC - Proprietary Fund [1] - One foreign institution, BARCLAYS BANK PLC, was not disclosed this period compared to the previous quarter [1]

Core Insights - Xiangming Intelligent (301226.SZ) released its Q3 2025 report on October 27, 2025, indicating significant institutional investor interest in the company [1] Institutional Holdings - As of October 26, 2025, four institutional investors disclosed holdings in Xiangming Intelligent A-shares, totaling 62.2746 million shares, which represents 57.24% of the company's total equity [1] - The institutional holding percentage decreased by 0.77 percentage points compared to the previous quarter [1] Public Fund Activity - One public fund, Baodao Growth Intelligent Navigation Stock A, increased its holdings during this period, with an increase ratio of 0.73% [1] - A total of 30 public funds did not disclose their holdings this quarter, including notable funds such as CITIC Prudential Multi-Strategy Mixed (LOF) A and CITIC Prudential Economic Preferred Mixed A [1]