◎记者 朱妍 近期，又有一只主动权益类基金宣布调整产品策略，将重点关注与汽车行业相关的半导体与算力领域， 精细化布局后续1到3年的机会。今年以来，多只主动权益类基金"重塑"产品定位，且多瞄准科技细分领 域中长周期机会。 今年以来多只产品"变身" 近期，弘毅远方汽车产业升级的基金经理王哲宇发布致持有人的一封信表示，为适应行业新发展阶段， 调整产品策略，后续将重点关注与汽车行业相关的半导体与算力领域。这意味着，该基金在合同约定的 投资范围内，进一步细化投资方向，更新产品"标签"。 "过去3年，汽车产业在电动化与智能化转型中取得突破性进展，但既有预期已充分兑现，因此要考虑未 来的行业增长瓶颈，以及产品策略的调整。"王哲宇说，当前半导体算力行业尤其是先进制程、ASIC （专用集成电路）方向的发展，与2015年前后新能源汽车产品崭露头角的阶段颇为相似，希望能抓住这 波从0到1的重大产业变革机遇。Choice数据显示，截至8月25日，该基金近一年收益超70%。 在科技行情带动下，更多基金加入"变身"行列。除算力、半导体外，机器人主题也是重点转型方向。如 方正富邦信泓、方正富邦远见成长，自去年四季度起逐步转型为机器人主题基 ...

公募基金方面，本期较上一期持股增加的公募基金共计2个，包括华夏中证机器人ETF、天弘中证机器 人ETF，持股增加占比达0.34%。 外资态度来看，本期较上一季未再披露的外资机构即BARCLAYS BANK PLC。 2025年8月23日，海得控制(002184.SZ)发布2025年半年度报告。截至2025年8月22日，共有3个机构投资 者披露持有海得控制A股股份，合计持股量达867.48万股，占海得控制总股本的2.47%。其中，机构投 资者包括兴业银行股份有限公司-华夏中证机器人交易型开放式指数证券投资基金、香港中央结算有限 公司、国泰君安证券股份有限公司-天弘中证机器人交易型开放式指数证券投资基金，机构投资者合计 持股比例达2.47%。相较于上一季度，机构持股比例合计下跌了0.13个百分点。 ...

Group 1 - The core viewpoint of the news is that Jiu Lun Intelligent (002031.SZ) has reported its semi-annual results for 2025, highlighting significant institutional investor interest and changes in shareholding [1] - As of August 22, 2025, a total of 16 institutional investors hold shares in Jiu Lun Intelligent, with a combined holding of 101 million shares, representing 4.59% of the total share capital [1] - The top ten institutional investors collectively hold 4.40% of the shares, with an increase of 0.05 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 10 funds increased their holdings compared to the previous period, with a holding increase ratio of 0.61% [2] - One public fund, Bosera CSI Robot Index Fund A, decreased its holdings slightly, while three new public funds were disclosed, including Wan Jia CSI Robot ETF and others [2] - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.68% compared to the previous quarter [2]

公募基金方面，本期较上一期持股增加的公募基金共计2个，包括华夏中证机器人ETF、金信稳健策略 混合A，持股增加占比达0.41%。本期较上一季度新披露的公募基金共计5个，包括天弘中证机器人 ETF、招商享利增强债券A、招商瑞德一年持有期混合A、招商瑞盈9个月持有期混合A、招商丰凯混合 A。本期较上一季未再披露的公募基金共计16个，主要包括鹏华碳中和主题混合A、招商优势企业混合 A、广发制造业精选混合A、鹏华沪深港新兴成长混合A、平安兴鑫回报一年定开混合等。 2025年8月23日，华辰装备(300809.SZ)发布2025年半年度报告。截至2025年8月22日，共有9个机构投资 者披露持有华辰装备A股股份，合计持股量达1346.49万股，占华辰装备总股本的5.31%。其中，机构投 资者包括海南信唐贸易合伙企业(有限合伙)、兴业银行股份有限公司-华夏中证机器人交易型开放式指数 证券投资基金、中国工商银行股份有限公司-金信稳健策略灵活配置混合型发起式证券投资基金、国泰 君安证券股份有限公司-天弘中证机器人交易型开放式指数证券投资基金、招商享利增强债券A、申万 菱信专精特新主题混合型发起式A、招商瑞德一年持有期混合A、 ...

Group 1 - The core viewpoint of the news is that Yingfeng Environment (000967.SZ) has reported significant institutional ownership, with 13 institutional investors holding a total of 2.266 billion shares, representing 71.55% of the company's total equity [1] - The top ten institutional investors collectively hold 71.54% of the shares, with a slight increase of 0.36 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, there was an increase in holdings from one public fund, namely the Huaxia CSI Robot ETF, which saw a holding increase of 0.16% [2] - Four new public funds were disclosed compared to the previous quarter, including Yongying Digital Economy Select Mixed Fund A, Bosera New Strategy Mixed Fund A, Tianzhi Quantitative Core Selected Mixed Fund A, and Tianzhi Transformation Upgrade Mixed Fund [2] - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.35% compared to the previous quarter [2]

Group 1 - Stone Technology (688169.SH) reported its 2025 semi-annual results, with 128 institutional investors holding a total of 79.29 million A-shares, representing 30.64% of the total share capital [1] - The top ten institutional investors collectively hold 21.42% of the shares, with an increase of 0.58 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 68 funds increased their holdings, with a holding increase ratio of 6.90%, including major funds like Huaxia SSE Sci-Tech Innovation Board 50 ETF and E Fund SSE Sci-Tech Innovation Board 50 ETF [2] - Seven public funds reduced their holdings, with a slight decrease in the holding reduction ratio, including funds like Galaxy Beautiful Mixed A and Zheshang Sci-Tech One Month Rolling Mixed A [2] - A total of 51 new public funds disclosed their holdings, including E Fund CSI 300 ETF and several funds from Invesco Great Wall [2]

Market Overview - As of August 14, the total ETF margin balance in the two markets was 100.32 billion yuan, a decrease of 1.84 billion yuan from the previous trading day [1] - The financing balance was 94.09 billion yuan, down by 1.84 billion yuan, while the securities lending balance was 6.23 billion yuan, a decrease of 6.38 million yuan [1] - In the Shanghai market, the ETF margin balance was 68.66 billion yuan, a decrease of 1.57 billion yuan, with a financing balance of 63.22 billion yuan, down by 1.56 billion yuan [1] - In the Shenzhen market, the ETF margin balance was 31.66 billion yuan, a decrease of 281 million yuan, with a financing balance of 30.87 billion yuan, also down by 281 million yuan [1] ETF Margin Balance - The top three ETFs by margin balance on August 14 were: - Huaan Yifu Gold ETF (7.48 billion yuan) - E Fund Gold ETF (6.30 billion yuan) - Huaxia Hang Seng (QDII-ETF) (4.23 billion yuan) [2] ETF Financing Amount - The top three ETFs by financing amount on August 14 were: - E Fund CSI Hong Kong Securities Investment Theme ETF (2.09 billion yuan) - Hai Fu Tong CSI Short Bond ETF (980 million yuan) - Huaxia Shanghai Stock Exchange Sci-Tech Innovation Board 50 Component ETF (962 million yuan) [4] ETF Net Financing Amount - The top three ETFs by net financing amount on August 14 were: - Huaxia CSI Robot ETF (916.80 million yuan) - Southern CSI 1000 ETF (488.19 million yuan) - Harvest Shanghai Stock Exchange Sci-Tech Innovation Board Chip ETF (466.58 million yuan) [5] ETF Securities Lending Amount - The top three ETFs by securities lending amount on August 14 were: - Southern CSI 500 ETF (314.30 million yuan) - Huaxia Shanghai Stock Exchange 50 ETF (304.71 million yuan) - Huatai-PB CSI 300 ETF (216.72 million yuan) [6]

证券营业厅里，吹着空调的股民正在交流投资心得； 点击上图▲立即收听 " 本轮反弹并未形成交易的主线，而是呈现 ' 电风扇 ' 式的轮动特征。 文 / 巴九灵（微信公众号：吴晓波频道） 更有激进的投资者，将全部身家投入其中，期望着年底"单车变摩托"的奇迹。 2025 年 7 月 24 日，上证指数上涨 0.65% ， 收于 3600 点关口 之上 。到了 周五，市场却仍在拉锯，三大股指微微走低，上证指数报收 3593.66 点，好不容易站上的 3600 点，得而复失。 面对 闪烁着红绿光芒的 手机屏幕，有的股民高呼 " 7 月收益已超 20% ， 牛市来了！ "。然而，许多投资者却表示自己并未"吃到肉"，有人感 叹"买在 3400 ，亏在 3600 "，还有人说自己是"身在牛中不知牛"，更有甚者用"牛灾"来形容自己逆势下跌的账户。 理发师一边工作，一边和同事讨论着 "雅江概念"； 地铁上，已经退休的大妈大爷掏出手机，专注盯着不断跳动的 K 线； 那么， 本轮中国股市 上涨究竟有何独特之处？这波令人眼红的大肉，到底被谁吃走了？ " 7月24日：沪指全天涨0.65%站上3600点 "只涨指数不赚钱" 但我们翻看了各 ...

新华财经上海7月21日电近期，韩国证券存托结算院（KSD）发布的最新数据显示，截至7月15日，韩国 投资者2025年年内对中国内地及香港股市的累计交易额超54亿美元，中国市场成为其第二大海外投资目 的地，仅次于美国市场。 数据显示，相较于偏好核心资产的欧美机构资金，韩国投资者紧跟市场热点，对港股热情高涨。截至7 月15日，韩国股民最为青睐小米集团，今年以来累计净买入金额约为1.7亿美元；比亚迪和宁德时代也 受到韩国股民青睐，分别吸引9310万美元和6089万美元的资金流入。泡泡玛特和老铺黄金等新消费概念 也获得追捧元。A股市场中，华夏中证机器人ETF成为韩国投资者配置中国机器人产业的重要通道。 韩国投资者短线大举扫货中国资产，是全球资本配置转变的一个缩影。随着中国经济基本面韧性凸显， 科技企业在人工智能等领域取得一系列重大突破，多家外资机构用"真金白银"加码中国市场。 此外，随着政策持续发力，"反内卷"风潮席卷各行各业，朱良认为，此次涉及的领域不仅包括钢铁、水 泥等传统产业，还涉及民企占比较高的光伏、新能源汽车、锂电池等新兴产业。 2025年初以来，得益于DeepSeek、新消费和创新药等新叙事的不断涌现，港 ...

Group 1 - The recent surge in technology stocks, particularly in CPO (Optical Modules) and PCB (Printed Circuit Boards), has been driven by both market sentiment and economic conditions, leading to significant inflows into related thematic funds [1][2] - As of July 16, multiple technology-themed funds have seen gains exceeding 20% over the past month, with several funds reaching historical net asset value highs, such as Yongying Technology Select Mixed Fund and Caitong Integrated Circuit Industry Stock Fund [1] - Several technology-themed ETFs have also experienced substantial growth, with some ETFs rising over 15% in the same period, and significant net subscriptions reported for various ETFs, including Huaxia Shanghai Stock Exchange Sci-Tech Innovation Board 50 ETF [1] Group 2 - The increasing interest in technology themes has led to new funds being launched rapidly, with some funds, like Penghua Shanghai Stock Exchange Sci-Tech Innovation Board Chip ETF, completing their fundraising in just five days [2] - Institutional investors are actively exploring opportunities within the AI industry chain, with companies like New Yisheng receiving attention from nearly 180 institutions, indicating a strong focus on performance and expansion plans [2] - According to fund managers, the AI sector in China, particularly in optical communication and PCB, is expected to continue benefiting from global demand expansion and long-term growth in the AI industry [2]