南方智弘混合A

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珂玛科技股价涨5.06%,南方基金旗下1只基金位居十大流通股东,持有55.61万股浮盈赚取154.6万元
Xin Lang Cai Jing· 2025-09-23 07:18
从基金十大重仓股角度 资料显示,苏州珂玛材料科技股份有限公司位于江苏省苏州高新区漓江路58号6#厂房东,成立日期2009 年4月27日,上市日期2024年8月16日,公司主营业务涉及先进陶瓷材料零部件的研发、制造、销售、服 务以及泛半导体设备表面处理服务。主营业务收入构成为:销售先进陶瓷材料零部件91.74%,提供表 面处理服务7.20%,其他(补充)0.57%,销售金属结构零部件0.49%。 从珂玛科技十大流通股东角度 数据显示,南方基金旗下1只基金位居珂玛科技十大流通股东。南方中证1000ETF(512100)二季度新 进十大流通股东,持有股数55.61万股,占流通股的比例为0.93%。根据测算,今日浮盈赚取约154.6万 元。连续4天上涨期间浮盈赚取123.46万元。 南方中证1000ETF(512100)成立日期2016年9月29日,最新规模649.53亿。今年以来收益27.06%,同 类排名1867/4220;近一年收益69.5%,同类排名1280/3814;成立以来收益12.44%。 南方中证1000ETF(512100)基金经理为崔蕾。 截至发稿,崔蕾累计任职时间6年322天,现任基金资产总规模 ...
珂玛科技股价跌5.12%,南方基金旗下1只基金位居十大流通股东,持有55.61万股浮亏损失158.49万元
Xin Lang Cai Jing· 2025-09-04 06:33
Core Viewpoint - Kema Technology experienced a 5.12% decline in stock price, reaching 52.80 yuan per share, with a trading volume of 273 million yuan and a market capitalization of 23.021 billion yuan as of September 4 [1] Company Overview - Suzhou Kema Materials Technology Co., Ltd. was established on April 27, 2009, and is located at No. 58, Lijiang Road, Suzhou High-tech Zone, Jiangsu Province [1] - The company specializes in the research, development, manufacturing, sales, and services of advanced ceramic material components, as well as surface treatment services for semiconductor equipment [1] - The revenue composition of the company includes 89.60% from sales of advanced ceramic material components, 9.57% from surface treatment services, 0.45% from other sources, and 0.38% from sales of metal structural components [1] Shareholder Analysis - Southern Fund's Southern CSI 1000 ETF (512100) entered the top ten circulating shareholders of Kema Technology in the second quarter, holding 556,100 shares, which accounts for 0.93% of circulating shares [2] - The estimated floating loss for this ETF today is approximately 1.5849 million yuan [2] - The Southern CSI 1000 ETF was established on September 29, 2016, with a latest scale of 64.953 billion yuan, and has achieved a year-to-date return of 22.23% [2] Fund Performance - The Southern Zhi Hong Mixed A Fund (020645) increased its holdings in Kema Technology by 20,200 shares in the second quarter, now holding 116,000 shares, which represents 2.98% of the fund's net value [4] - The estimated floating loss for this fund today is around 330,600 yuan [4] - The Southern Zhi Hong Mixed A Fund was established on August 2, 2024, with a latest scale of 98.6415 million yuan, and has achieved a year-to-date return of 28.82% [4]
思进智能股价跌5.06%,南方基金旗下1只基金重仓,持有48.04万股浮亏损失36.51万元
Xin Lang Cai Jing· 2025-08-28 03:04
Group 1 - The core viewpoint of the news is that Sijin Intelligent Equipment Co., Ltd. experienced a decline in stock price, with a drop of 5.06% to 14.25 CNY per share, and a total market capitalization of 4.046 billion CNY as of the report date [1] - Sijin Intelligent, established on January 15, 1993, and listed on December 11, 2020, specializes in the research, production, and sales of multi-station high-speed cold heading forming equipment and die-casting equipment, with 100% of its revenue coming from the general equipment manufacturing industry [1] Group 2 - From the perspective of major fund holdings, Sijin Intelligent is the second-largest holding in the Southern Zhihong Mixed A Fund (020645), which held 480,400 shares, accounting for 3.04% of the fund's net value, resulting in an estimated floating loss of approximately 365,100 CNY [2] - The Southern Zhihong Mixed A Fund, established on August 2, 2024, has a latest scale of 98.6415 million CNY, with a year-to-date return of 31.16% and a one-year return of 48.7%, ranking 2422 out of 7966 in its category [2] - The fund manager, Jin Lanfeng, has a tenure of 4 years and 101 days, with a total asset scale of 1.136 billion CNY, achieving a best fund return of 48.34% and a worst fund return of 7.61% during his tenure [2]
机构风向标 | 神马电力(603530)2025年二季度已披露前十大机构累计持仓占比69.89%
Xin Lang Cai Jing· 2025-08-13 01:11
Group 1 - The core viewpoint of the news is that Shennma Power (603530.SH) has reported significant institutional investment, with 12 institutional investors holding a total of 302 million shares, representing 69.96% of the company's total equity as of August 12, 2025 [1] - The top ten institutional investors collectively hold 69.89% of the shares, with a slight increase of 0.13 percentage points compared to the previous quarter [1] - The report highlights the presence of major institutional investors such as Shanghai Shennma Power Holdings Co., Ltd. and various funds from China Merchants Bank [1] Group 2 - In the public fund sector, three funds increased their holdings, accounting for a 0.32% increase in shareholding [2] - Two new public funds were disclosed compared to the previous quarter, indicating ongoing interest from fund managers [2] - Several foreign institutions, including Hong Kong Central Clearing Limited and the Bill & Melinda Gates Foundation Trust, were not disclosed in the current period, suggesting a potential shift in foreign investment dynamics [2]
机构风向标 | 新铝时代(301613)2024年四季度已披露前十大机构持股比例合计下跌11.47个百分点
Xin Lang Cai Jing· 2025-04-15 03:14
Group 1 - New Aluminum Era (301613.SZ) released its 2024 annual report on April 15, 2025, indicating that as of April 14, 2025, a total of 1,722 institutional investors disclosed holdings in the company, with a total shareholding of 33.70 million shares, accounting for 35.15% of the total share capital [1] - The top ten institutional investors include various investment firms, with the top ten collectively holding 34.40% of the shares, which represents a decrease of 11.47 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, a total of 1,713 new public funds were disclosed in this period, including South Financial Theme Flexible Allocation Mixed A, South Zhi Hong Mixed A, Huaan Media Internet Mixed A, and others [2]