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机构风向标 | 联创电子(002036)2025年二季度已披露前十大机构累计持仓占比14.32%
Xin Lang Cai Jing· 2025-08-26 02:07
2025年8月26日,联创电子(002036.SZ)发布2025年半年度报告。截至2025年8月25日,共有16个机构投 资者披露持有联创电子A股股份,合计持股量达1.52亿股,占联创电子总股本的14.37%。其中,前十大 机构投资者包括江西鑫盛投资有限公司、香港中央结算有限公司、英孚国际投资有限公司、招商银行股 份有限公司-南方中证1000交易型开放式指数证券投资基金、招商银行股份有限公司-华夏中证1000交易 型开放式指数证券投资基金、南昌市国金产业投资有限公司、中国工商银行股份有限公司-广发中证 1000交易型开放式指数证券投资基金、天弘中证500指数增强A、万家中证1000指数增强A、天弘中证 1000指数增强A,前十大机构投资者合计持股比例达14.32%。相较于上一季度,前十大机构持股比例合 计上涨了0.53个百分点。 公募基金方面,本期较上一期持股增加的公募基金共计5个,包括南方中证1000ETF、华夏中证 1000ETF、广发中证1000ETF、先锋精一A、先锋聚利A,持股增加占比达0.40%。本期较上一季度新披 露的公募基金共计7个,主要包括天弘中证500指数增强A、万家中证1000指数增强A ...
AI硬件板块走强,16位基金经理发生任职变动
Sou Hu Cai Jing· 2025-08-20 09:22
Market Performance - On August 20, A-shares saw all three major indices rise, with the Shanghai Composite Index increasing by 1.04% to 3766.21 points, the Shenzhen Component Index rising by 0.89% to 11926.74 points, and the ChiNext Index up by 0.23% to 2607.65 points [1] Fund Manager Changes - In the past 30 days (July 21 to August 20), there were 501 fund manager changes across various fund products, with 9 announcements made on August 20 alone [1] - Reasons for fund manager changes included work transitions, personal reasons, and product expirations [1] Fund Manager Performance - Jia Shi Fund's Yan Weipeng managed a total fund size of 0.854 billion, with the highest return of 122.18% from the Agricultural Bank Theme Rotation Mixed A fund over 5 years and 285 days [2] - Tian Fund's Yang Chao managed a total fund size of 5.991 billion, achieving a 97.05% return from the Tianhong CSI 500 Index Enhanced A fund over 6 years and 10 days [2] Fund Company Research Activity - In the past month, Bosera Fund conducted the most company research, engaging with 56 listed companies, followed closely by Penghua Fund (55), Huaxia Fund (54), and Fortune Fund (52) [4] - The chemical products industry was the most researched sector, with 223 instances, followed by specialized equipment with 183 instances [4] Recent Stock Research Focus - In the last month, the most researched stock was Defu Technology, with 79 fund management companies participating in the research, followed by Zhongchong Co. and Baiya Co. with 71 and 65 companies respectively [4] - In the past week (August 13 to August 20), Baiya Co. was the most researched company, with 65 fund institutions involved [5]