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信澳智远三年持有期混合
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冯明远加仓科创新源
Xin Lang Cai Jing· 2025-08-25 08:34
Core Insights - The latest report from Kexin New Source reveals that the top ten circulating shareholders now include two funds managed by Feng Mingyuan, namely Xinao New Energy Industry Stock and Xinao Zhiyuan Three-Year Holding Period Mixed Fund, with holdings of 2.2145 million shares and 963,400 shares respectively [1] Company Summary - Kexin New Source has not been included in the heavy stock positions of the aforementioned two funds according to the first and second quarter reports [1]
两家千亿级公募“换帅”;超四成股票ETF净值创新高
Mei Ri Jing Ji Xin Wen· 2025-08-25 07:38
Group 1: Leadership Changes - Two major public fund companies have announced changes in leadership, with Xinda Australia Fund's chairman Zhu Ruimin resigning and Shang Jian taking over, while Huabao Fund's chairman Huang Kongwei also stepped down due to age, with Xia Xuesong assuming the role [1] Group 2: ETF Performance - Over 40% of stock ETFs in the A-share market have reached new net asset value highs, with some technology-themed ETFs seeing weekly increases exceeding 21% [2] - The market experienced a significant rally, with the Shanghai Composite Index rising by 1.51% and the Shenzhen Component Index increasing by 2.26%, leading to a total trading volume of 3.14 trillion yuan, an increase of 594.4 billion yuan from the previous trading day [5] Group 3: Institutional Investments - Pension funds have entered the top ten shareholders of 29 companies for the first time in Q2, with 11 stocks seeing new holdings exceeding 100 million yuan, including Satellite Chemical, Shengyi Technology, Hongfa Technology, and Yuyue Medical [3] - Feng Mingyuan has increased holdings in Kexin New Energy, with the latest data showing his funds appearing in the top ten shareholders for the first time, holding 2.21 million shares and 963,400 shares respectively [4] Group 4: ETF Market Trends - The release of the "Interim Measures for Total Quantity Control Management of Rare Earth Mining and Smelting Separation" indicates that the government will regulate rare earth production, which may create investment opportunities in related ETFs [8]