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华泰柏瑞沪深300交易型开放式指数证券投资基金
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境内规模最大ETF今起变更简称
Zheng Quan Ri Bao· 2026-01-08 17:26
1月9日,我国境内规模最大的ETF正式"更名"。华泰柏瑞基金日前发布的公告显示,华泰柏瑞沪深300 交易型开放式指数证券投资基金的场内扩位简称将由"沪深300ETF"调整为"沪深300ETF华泰柏瑞",该 变更于1月9日生效。 除华泰柏瑞基金外,近日还有多家基金管理人陆续修改旗下ETF场内扩位简称。在业内人士看来,这一 行动对行业规范发展、投资者产品选择、公募机构品牌建设等具有多重积极意义。 ETF品牌建设步入新阶段 随着指数化投资蓬勃发展,ETF市场持续扩容。当前,我国ETF市场总规模已突破6万亿元,产品数量 接近1400只。在经历快速发展后,市场基础制度的完善与行业生态的优化成为高质量发展的关键。其 中,产品命名标准化作为一项基础性工作,有助于减轻投资者决策成本,推动行业竞争重心向质量与服 务升级。 2025年1月份发布的《促进资本市场指数化投资高质量发展行动方案》提出,规范ETF场内简称与上市 管理。2025年11月份,沪深交易所修订发布基金业务指南,要求存量ETF在2026年3月31日前完成扩位 简称规范化调整,必须包含基金管理人简称。此举被视为完善指数化投资生态、推动行业走向高质量发 展的重要制度安 ...
华泰柏瑞官宣!国内规模最大ETF正式更名
Bei Ke Cai Jing· 2026-01-07 13:21
贝壳财经记者注意到,除了华泰柏瑞外,近期,易方达、富国、华宝等多家基金公司旗下的ETF均密集 更名。 新京报贝壳财经讯(记者潘亦纯)超4000亿规模的ETF正式更名!1月7日,华泰柏瑞基金发布公告称, 公司决定自今年1月9日起变更旗下华泰柏瑞沪深300交易型开放式指数证券投资基金(510300)的扩位 证券简称,由沪深300ETF变更为沪深300ETF华泰柏瑞。 沪深300ETF华泰柏瑞为目前国内ETF市场中规模最大的产品。Wind数据显示,截至1月6日,该基金规 模为4394.4亿元,较规模排名第二的ETF基金还高千亿元。 编辑 岳彩周 校对 卢茜 相关举措为响应2025年11月份沪深交易所发布的修订版基金业务办理通知,该通知明确要求存量ETF扩 位简称须包含基金管理人标识,并于2026年3月31日前完成更名。 ...
从上市公司十大股东看机构动向
Changjiang Securities· 2025-09-15 23:30
- The report analyzes institutional heavy positions based on the top ten shareholders of listed companies, identifying investor types through keyword matching in shareholder names [8][11][13] - The analysis includes the scale of heavy positions for different institutions, using total market value for Hong Kong Stock Connect and public funds, and free float market value for other institutions (excluding shareholders with over 5% holdings) [8][15][22] - Historical data from Q4 2004 to Q2 2025 shows trends in heavy positions: Hong Kong Stock Connect peaked in 2021 and then declined, index funds showed significant growth in the past five years, active public funds and private equity experienced declines, while insurance and social security funds showed mixed trends [8][22] - Sector preferences for Q2 2025 and historical data were analyzed: Hong Kong Stock Connect favored power equipment, electronics, and banking; index funds leaned towards electronics and healthcare; active public funds preferred small-cap and low-dividend stocks; private equity showed a similar preference; insurance and social security funds favored large-cap and high-dividend stocks [8][24][29] - Institutional style preferences were evaluated using factor exposures, including reversal, Beta, size, valuation, profitability, momentum, volatility, liquidity, growth, and dividends. For Q2 2025, Hong Kong Stock Connect and insurance funds leaned towards large-cap and high-dividend stocks, while index funds, active public funds, and private equity favored small-cap and low-dividend stocks [31][34]
豪威集成电路(集团)股份有限公司关于回购股份注销暨股份变动的公告
Group 1 - The company has approved the cancellation of 11,213,200 shares, which accounts for approximately 0.92% of the total share capital, reducing the total share capital from 1,217,223,785 shares to 1,206,010,585 shares [2][8] - The share buyback was conducted to maintain company value and protect investor interests, with a total buyback fund of no less than RMB 6 billion and no more than RMB 12 billion, at a maximum price of RMB 97 per share [4][5] - The cancellation of shares is set to take effect on August 7, 2025, and the company has complied with all legal requirements regarding the cancellation process [3][8] Group 2 - The company has received notification from the Dongfang Lihua Foundation regarding the completion of a share swap plan, where 9,999,900 shares were exchanged for units in the Huatai-PineBridge CSI 300 ETF, representing 0.82% of the total share capital [12][13] - Following the swap, the foundation's shareholding in the company decreased from 50,600,000 shares (4.16%) to 40,600,100 shares (3.34%) [12][13] - The swap plan was executed as planned, with no minimum swap quantity or ratio set, and the swap was completed successfully [13][14]
豪威集团(603501.SH):东方理工基金会累计以999.99万股换购华泰柏瑞沪深300交易型开放式指数证券投资基金份额
Ge Long Hui A P P· 2025-08-06 09:28
Group 1 - The company, Haowei Group (603501.SH), has received a notification from the Dongfang Lihua Foundation regarding a stock exchange transaction [1] - As of August 5, 2025, the Dongfang Lihua Foundation has exchanged 9,999,900 shares of the company's unrestricted circulating stock for shares in the Huatai-PB CSI 300 ETF, representing 0.82% of the company's total share capital [1] - Following the exchange, the Dongfang Lihua Foundation now holds a total of 40,600,100 shares in the company, which accounts for 3.34% of the total shares [1]
机构风向标 | 拓普集团(601689)2025年一季度已披露持股减少机构超60家
Xin Lang Cai Jing· 2025-05-01 01:18
Group 1 - Top Group (601689.SH) reported its Q1 2025 results, with 191 institutional investors holding a total of 1.223 billion shares, representing 70.35% of the total share capital [1] - The top ten institutional investors collectively hold 66.54% of the shares, with a decrease of 1.68 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 48 funds increased their holdings, accounting for 0.64% of the total, while 63 funds decreased their holdings, representing a decrease of 0.56% [2] - A total of 64 new public funds disclosed their holdings, while 623 funds did not disclose their holdings in the current period [2] Group 3 - One new social security fund disclosed its holdings in Top Group, specifically the National Social Security Fund 104 Portfolio [3] - One insurance fund decreased its holdings, while one new insurance investor disclosed its holdings in the current period [3]
机构风向标 | 小商品城(600415)2024年四季度已披露前十大机构累计持仓占比64.42%
Xin Lang Cai Jing· 2025-03-27 08:33
Group 1 - The core viewpoint of the news is the disclosure of the annual report for 2024 by Xiaogoods City, highlighting significant institutional ownership and changes in shareholding among public funds and social security funds [1][2] Group 2 - As of March 26, 2025, a total of 71 institutional investors hold shares in Xiaogoods City, with a combined holding of 3.712 billion shares, representing 67.70% of the total share capital [1] - The top ten institutional investors account for 64.42% of the total shares, with a slight decrease of 0.68 percentage points compared to the previous quarter [1] - In the public fund sector, two funds reduced their holdings, accounting for a decrease of 0.13%, while three new public funds were disclosed [2] - One social security fund, the National Social Security Fund 110 Portfolio, also reported a decrease in holdings by 0.26% compared to the previous quarter [2]