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机构风向标 | 通合科技(300491)2025年三季度已披露持仓机构仅6家
Xin Lang Cai Jing· 2025-10-30 03:17
Group 1 - The core viewpoint of the news is that Tonghe Technology (300491.SZ) has seen an increase in institutional investor holdings, with a total of 6.20% of shares held by institutions as of October 29, 2025, marking a rise of 4.37 percentage points from the previous quarter [1] - A total of 6 institutional investors disclosed their holdings in Tonghe Technology, with a combined shareholding of 10.865 million shares [1] - The public fund sector saw an increase in holdings from one fund, Guangfa Reform Mixed Fund, while three new public funds disclosed their holdings this quarter [1] Group 2 - Two new foreign institutions disclosed their holdings in this quarter, including UBS AG and Morgan Stanley & Co. International PLC [2]
通合科技股价涨5.13%,华安基金旗下1只基金重仓,持有149.76万股浮盈赚取238.12万元
Xin Lang Cai Jing· 2025-10-28 03:26
Group 1 - The core viewpoint of the news is that Tonghe Technology's stock has increased by 5.13%, reaching a price of 32.58 CNY per share, with a trading volume of 280 million CNY and a turnover rate of 5.71%, resulting in a total market capitalization of 5.71 billion CNY [1] - Tonghe Technology, established on December 21, 1998, and listed on December 31, 2015, is primarily engaged in the research, production, and sales of high-frequency switch power supplies and related electronic products, including military products [1] - The revenue composition of Tonghe Technology includes 65.68% from new energy power conversion products, 20.15% from smart grid power supply products, 11.90% from customized power supplies and testing services, and 2.27% from other supplementary products [1] Group 2 - Huazheng Fund's Huazheng Intelligent Equipment Theme Stock A (001072) has entered the top ten circulating shareholders of Tonghe Technology, holding 1.4976 million shares, which accounts for 0.97% of the circulating shares, with an estimated floating profit of approximately 2.3812 million CNY [2] - The fund has achieved a return of 51.88% year-to-date, ranking 624 out of 4218 in its category, and a return of 49.24% over the past year, ranking 650 out of 3878 [2] - The fund manager of Huazheng Intelligent Equipment Theme Stock A is Liu Changchang, who has been in the position for 5 years and 296 days, with a total asset scale of 7.029 billion CNY and a best fund return of 235.13% during his tenure [3] Group 3 - Huazheng Intelligent Equipment Theme Stock A holds 1.4976 million shares of Tonghe Technology, which represents 3.06% of the fund's net value, making it the ninth largest holding [4] - The estimated floating profit from this holding is approximately 2.3812 million CNY [4]
通合科技股价涨5.05%,华安基金旗下1只基金重仓,持有149.76万股浮盈赚取236.62万元
Xin Lang Cai Jing· 2025-10-10 03:15
Group 1 - The core viewpoint of the news is that Tonghe Technology's stock has increased by 5.05%, reaching a price of 32.89 CNY per share, with a trading volume of 316 million CNY and a turnover rate of 6.36%, resulting in a total market capitalization of 5.765 billion CNY [1] - Tonghe Technology, established on December 21, 1998, and listed on December 31, 2015, specializes in the research, production, and sales of high-frequency switch power supplies and related electronic products, including military products [1] - The main revenue composition of Tonghe Technology includes: 65.68% from new energy power conversion products, 20.15% from smart grid power supply products, 11.90% from customized power supplies and testing services, and 2.27% from other supplementary services [1] Group 2 - Huazheng Fund's Huazheng Intelligent Equipment Theme Stock A (001072) has entered the top ten circulating shareholders of Tonghe Technology, holding 1.4976 million shares, which accounts for 0.97% of the circulating shares, with an estimated floating profit of approximately 2.3662 million CNY [2] - The fund was established on April 24, 2015, with a latest scale of 851 million CNY, achieving a year-to-date return of 50.77%, ranking 891 out of 4220 in its category, and a one-year return of 48.28%, ranking 906 out of 3852 [2] - The fund manager of Huazheng Intelligent Equipment Theme Stock A is Liu Changchang, who has been in the position for 5 years and 278 days, managing a total fund asset size of 6.642 billion CNY, with the best fund return during the tenure being 246.26% and the worst being 15.58% [3] Group 3 - Huazheng Intelligent Equipment Theme Stock A (001072) has a significant holding in Tonghe Technology, with 1.4976 million shares, representing 3.06% of the fund's net value, making it the ninth largest holding [4] - The estimated floating profit from this holding is approximately 2.3662 million CNY [4]
伟测科技股价跌5%,华安基金旗下1只基金重仓,持有50.33万股浮亏损失221.96万元
Xin Lang Cai Jing· 2025-10-10 02:55
Group 1 - The core point of the news is that Weicet Technology's stock has experienced a decline of 5%, with a current price of 83.71 CNY per share and a total market capitalization of 12.468 billion CNY [1] - Weicet Technology, established on May 6, 2016, specializes in wafer testing, chip finished product testing, and related integrated circuit testing services, with revenue composition being 55.40% from wafer testing, 40.09% from chip finished product testing, and 4.51% from other services [1] Group 2 - From the perspective of fund holdings, Huashan Fund has a significant position in Weicet Technology, with the Huashan Intelligent Equipment Theme Stock A fund holding 503,300 shares, representing 3.26% of the fund's net value, making it the seventh-largest holding [2] - The Huashan Intelligent Equipment Theme Stock A fund has achieved a year-to-date return of 50.77% and a one-year return of 48.28%, ranking 891 out of 4220 and 906 out of 3852 respectively [2] - The fund manager, Liu Changchang, has been in position for 5 years and 278 days, with the fund's total asset size being 6.642 billion CNY and a best return of 246.26% during his tenure [2]
通合科技股价涨5.46%,华安基金旗下1只基金重仓,持有149.76万股浮盈赚取248.6万元
Xin Lang Cai Jing· 2025-09-29 02:08
Group 1 - The core viewpoint of the news is that Tonghe Technology has seen a stock price increase of 5.46%, reaching 32.06 CNY per share, with a trading volume of 113 million CNY and a market capitalization of 5.619 billion CNY as of September 29 [1] - Tonghe Technology, established on December 21, 1998, and listed on December 31, 2015, specializes in the research, production, and sales of high-frequency switch power supplies and related electronic products, including military products [1] - The revenue composition of Tonghe Technology includes 65.68% from new energy power conversion products, 20.15% from smart grid power supply products, 11.90% from customized power supplies and testing services, and 2.27% from other supplementary sources [1] Group 2 - Huazheng Fund's Huazheng Intelligent Equipment Theme Stock A (001072) has entered the top ten circulating shareholders of Tonghe Technology, holding 1.4976 million shares, which accounts for 0.97% of the circulating shares [2] - The fund has achieved a year-to-date return of 43.93%, ranking 934 out of 4220 in its category, and a one-year return of 79.81%, ranking 688 out of 3835 [2] - The fund manager, Liu Changchang, has been in position for 5 years and 267 days, with a total fund asset size of 6.642 billion CNY and a best return of 238.49% during his tenure [3] Group 3 - Huazheng Intelligent Equipment Theme Stock A (001072) holds 1.4976 million shares of Tonghe Technology, representing 3.06% of the fund's net value, making it the ninth largest holding [4] - The estimated floating profit from this holding is approximately 2.486 million CNY [4]