12月31日，凯淳股份涨1.05%，截至发稿，报28.87元/股，成交2169.95万元，换手率1.52%，总市值 23.10亿元。 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 48.56%，同类排名1318/8085；近一年收益46.3%，同类排名1300/8085；成立以来收益87.59%。 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2.27万元。 截至发稿，王颖累计任职时间8年321天，现任基金资产总规模49.04亿元，任职期间最佳基金回报 59. ...

12月1日，博汇科技跌5.01%，截至发稿，报27.86元/股，成交5008.18万元，换手率2.21%，总市值22.31 亿元。 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 50.86%，同类排名743/8199；近一年收益47.84%，同类排名891/8131；成立以来收益90.49%。 中信保诚景气优选混合A（020151）基金经理为王颖。 截至发稿，王颖累计任职时间8年291天，现任基金资产总规模49.04亿元，任职期间最佳基金回报 49.39%， 任职期间最差基金回报-8.42%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，北京市博汇科技股份有限公司位于北京市海淀区铃兰路8号院1号楼，成立日期1993年4月1 日，上市日期2020年6月12日，公司主营业务涉及视听业务运维平台、媒体内容安全和信息化视听数据 管理三个主要领域。主营业务收入构成为：传媒安全69.90%，智慧 ...

Group 1 - The core viewpoint of the news is that Kaichun Co., Ltd. has seen a significant increase in its stock price, rising by 6.61% to reach 33.85 CNY per share, with a trading volume of 1.09 billion CNY and a turnover rate of 6.69%, resulting in a total market capitalization of 2.708 billion CNY [1] - Kaichun Co., Ltd. is located in Shanghai and was established on December 2, 2008, with its listing date on May 28, 2021. The company primarily provides comprehensive e-commerce services and customer relationship management services for well-known domestic and international brands, with 100% of its main business revenue coming from e-commerce [1] Group 2 - From the perspective of major fund holdings, one fund under CITIC Prudential holds a significant position in Kaichun Co., Ltd. The CITIC Prudential Prosperity Select Mixed A Fund (020151) held 75,600 shares in the third quarter, accounting for 0.42% of the fund's net value, making it the fifth-largest holding [2] - The CITIC Prudential Prosperity Select Mixed A Fund has achieved a return of 50.34% year-to-date, ranking 721 out of 8,136 in its category, and a return of 49.32% over the past year, ranking 619 out of 8,056 [2] - The fund manager, Wang Ying, has been in the position for 8 years and 281 days, with the fund's total asset size currently at 4.904 billion CNY. The best return during Wang Ying's tenure is 52.85%, while the worst return is -8.42% [2]

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]