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机构风向标 | 联发股份(002394)2025年三季度已披露持仓机构仅9家
Xin Lang Cai Jing· 2025-10-28 01:42
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]
海星股份股价涨5.13%,南华基金旗下1只基金重仓,持有9.62万股浮盈赚取9.04万元
Xin Lang Cai Jing· 2025-09-30 05:44
Group 1 - The core point of the news is that Haixing Co., Ltd. has seen a stock price increase of 5.13%, reaching 19.26 CNY per share, with a total market capitalization of 4.659 billion CNY as of September 30 [1] - Haixing Co., Ltd. is primarily engaged in the research, production, and sales of aluminum electrolytic capacitor electrode foils, with its main business revenue composition being 95.29% from chemical foils, 4.35% from etched foils, and 0.35% from other sources [1] Group 2 - Nanhua Fund has a significant holding in Haixing Co., Ltd., with its Nanhua Fengrui Quantitative Stock Mixed A Fund (021995) holding 96,200 shares, accounting for 1.84% of the fund's net value, making it the eighth largest holding [2] - The Nanhua Fengrui Quantitative Stock Mixed A Fund has achieved a year-to-date return of 20.23%, ranking 4578 out of 8167 in its category [2] Group 3 - The fund manager of Nanhua Fengrui Quantitative Stock Mixed A Fund is Huang Zhigang, who has a tenure of 13 years and 195 days, with the fund's total asset size being 516 million CNY [3] - During Huang Zhigang's tenure, the best fund return was 196.59%, while the worst return was -28.86% [3]
机构风向标 | 中原内配(002448)2025年二季度已披露持仓机构仅5家
Xin Lang Cai Jing· 2025-08-27 01:19
Core Viewpoint - Zhongyuan Neipei (002448.SZ) reported its 2025 semi-annual results, highlighting an increase in institutional investor holdings and new public fund disclosures [1] Group 1: Institutional Holdings - As of August 26, 2025, five institutional investors disclosed holdings in Zhongyuan Neipei A-shares, totaling 6.0871 million shares, which represents 1.03% of the total share capital [1] - The institutional investor holdings increased by 0.39 percentage points compared to the previous quarter [1] Group 2: Public Funds - Four new public funds were disclosed this period compared to the previous quarter, including: - China Bank Co., Ltd. - Zhaoshang Quantitative Selected Stock Fund - Beijing Jiahua Baotong Consulting Co., Ltd. - Su Xin Zhongzheng A500 Index Enhanced A - Nanhua Fengrui Quantitative Stock Selection Mixed A - Nanhua Fengyuan Quantitative Stock Selection Mixed A [1] Group 3: Foreign Investment - No new foreign institutional disclosures were reported this period, with UBS AG being the only foreign institution not disclosing holdings compared to the previous quarter [1]
机构风向标 | 联发股份(002394)2025年二季度已披露前十大机构累计持仓占比44.85%
Xin Lang Cai Jing· 2025-08-26 01:29
Core Viewpoint - 联发股份 (002394.SZ) reported its 2025 semi-annual results, highlighting significant institutional investment and changes in shareholder composition [1] Institutional Holdings - As of August 25, 2025, 11 institutional investors disclosed holdings in 联发股份 A-shares, totaling 145 million shares, which represents 44.87% of the company's total equity [1] - The top ten institutional investors collectively hold 44.85% of the shares, with a 0.72 percentage point increase compared to the previous quarter [1] Public Fund Activity - Two new public funds disclosed their holdings this quarter, namely 南华丰汇混合A and 南华丰睿量化选股混合A [1] Foreign Investment - One foreign fund, 中信证券资产管理(香港)有限公司-客户资金, increased its holdings this quarter, indicating a slight rise in foreign investment [1] - Additionally, BARCLAYS BANK PLC is a newly disclosed foreign institution this quarter [1]