以下文章来源于阡陌说 ，作者阡陌说 风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者： 阡陌说 来源：雪球 12月30日 ， 2025年金牛奖名单公布 。 下图是七年期开放式股票型持续优胜金牛基金 ， 只有4只 。 阡陌说 . 雪球2022年度基金影响力用户，天天基金2024年度影响力牛人。公众号大部分为基金学习笔记，可能会略显枯燥，感谢您的关注！期待与您同行收获时间 的玫瑰。 ↑点击上面图片 加雪球核心交流群 ↑ 下图是五年期开放式股票型持续优胜金牛基金 ， 只有5只 。 下图是七年期开放式混合型持续优胜金牛基金 ， 只有6只 。 下图是五年期开放式混合型持续优胜金牛基金 ， 只有8只 。 4 、 5 、 6 、 8 ， 合计23只基金 ， 本文来简单分析一下它们的数据 。 一 、 基金经理任职回报 23只基金简单整理了一下按照规模合并值由高到低排序如下 ， 还展示了机构占比 、 股票占比 、 基金经理任职时间 、 任职天数 、 任职以来的回 报 、 年化回报 、 基金经理年限 、 超越基准回报等信息 。 信息量比较大 ， 我不展开 ， 大家自己看 。 | 机构投 ...

12月25日，华康洁净涨5.12%，截至发稿，报44.97元/股，成交4.54亿元，换手率14.54%，总市值48.47 亿元。 招商量化精选股票发起式A（001917）基金经理为王平。 截至发稿，王平累计任职时间15年191天，现任基金资产总规模212.47亿元，任职期间最佳基金回报 271.58%， 任职期间最差基金回报-70.61%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，武汉华康世纪洁净科技股份有限公司位于湖北省武汉市东湖新技术开发区高新大道718号3 栋，成立日期2008年11月12日，上市日期2022年1月28日，公司主营业务涉及医疗净化系统研发、设 计、实施和运维,相关医疗设备和医疗耗材的销售。主营业务收入构成为：净化系统集成85.24%，医疗 耗材销售8.53%，医疗设备销售3.74%，运维服务1.88%，其他(补充)0.61%。 从华康洁净十大流通股东角度 数据显示，招商基金旗下1只基金位居华康洁净十大流通股东。招商量化精选股票发起式 ...

从合兴包装十大流通股东角度 数据显示，招商基金旗下1只基金位居合兴包装十大流通股东。招商量化精选股票发起式A（001917） 三季度新进十大流通股东，持有股数707.59万股，占流通股的比例为0.59%。根据测算，今日浮盈赚取 约141.52万元。 招商量化精选股票发起式A（001917）成立日期2016年3月15日，最新规模36.63亿。今年以来收益 35.84%，同类排名1089/4197；近一年收益34.47%，同类排名1126/4143；成立以来收益264.62%。 12月18日，合兴包装涨5.01%，截至发稿，报4.19元/股，成交1.37亿元，换手率2.83%，总市值50.84亿 元。 资料显示，厦门合兴包装印刷股份有限公司位于福建省厦门市湖里区五缘湾同安商务大厦2号楼19楼， 成立日期1993年5月17日，上市日期2008年5月8日，公司主营业务涉及中高档瓦楞纸箱(板)的研发与设 计、生产、销售及服务。主营业务收入构成为：瓦楞包装88.38%，彩盒包装4.50%，其他3.24%，工业 用纸2.80%，缓冲包装1.08%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现 ...

Group 1 - The core point of the news is that Zhongshui Fisheries experienced a stock price increase of 5.22%, reaching 13.10 yuan per share, with a trading volume of 664 million yuan and a turnover rate of 14.46%, resulting in a total market capitalization of 4.793 billion yuan [1] - Zhongshui Group Ocean Co., Ltd. is based in Beijing and was established on January 19, 1998, with its listing date on February 12, 1998. The company's main business includes deep-sea fishing and ship repair [1] - The revenue composition of Zhongshui Fisheries is as follows: fishing services 36.88%, retail and processing trade 20.73%, squid 16.99%, tuna 15.92%, other catches 9.39%, and others 0.09% [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under China Merchants Fund has entered the top ten shareholders of Zhongshui Fisheries, holding 1.5568 million shares, which accounts for 0.43% of the circulating shares [2] - The fund, China Merchants Quantitative Selected Stock Initiation A (001917), has a total scale of 3.663 billion yuan and has achieved a return of 35.84% this year, ranking 1084 out of 4206 in its category [2] - The fund has a one-year return of 35.65%, ranking 971 out of 4012, and a cumulative return since inception of 264.62% [2]

Core Viewpoint - Jiuqi Software's stock rose by 5.78% to 8.60 CNY per share, with a trading volume of 835 million CNY and a turnover rate of 12.91%, resulting in a total market capitalization of 7.415 billion CNY [1] Group 1: Company Overview - Jiuqi Software, established on August 16, 1999, and listed on August 11, 2009, is located in Beijing Economic and Technological Development Zone [1] - The company's main business areas include e-government, group control, big data, mobile internet services, mobile advertising, mobile marketing, and video application products and solutions [1] - The revenue composition of Jiuqi Software is as follows: information services 61.55%, technical services 30.39%, software products 6.66%, hardware products 0.93%, and others 0.47% [1] Group 2: Shareholder Information - Among the top ten circulating shareholders of Jiuqi Software, a fund under China Merchants Fund, specifically the China Merchants Quantitative Selected Stock Initiation A (001917), entered the top ten in the third quarter, holding 2.5 million shares, which accounts for 0.32% of the circulating shares [2] - The estimated floating profit for this fund today is approximately 1.175 million CNY [2] - The China Merchants Quantitative Selected Stock Initiation A fund was established on March 15, 2016, with a current scale of 3.663 billion CNY and a year-to-date return of 34.19%, ranking 1097 out of 4208 in its category [2]

11月19日，合兴包装涨9.95%，截至发稿，报4.20元/股，成交6569.72万元，换手率1.38%，总市值50.96 亿元。 资料显示，厦门合兴包装印刷股份有限公司位于福建省厦门市湖里区五缘湾同安商务大厦2号楼19楼， 成立日期1993年5月17日，上市日期2008年5月8日，公司主营业务涉及中高档瓦楞纸箱(板)的研发与设 计、生产、销售及服务。主营业务收入构成为：瓦楞包装88.38%，彩盒包装4.50%，其他3.24%，工业 用纸2.80%，缓冲包装1.08%。 招商量化精选股票发起式A（001917）基金经理为王平。 截至发稿，王平累计任职时间15年155天，现任基金资产总规模212.47亿元，任职期间最佳基金回报 272.68%， 任职期间最差基金回报-70.61%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从合兴包装十大流通股东角度 数据显示，招商基金旗下1只基金位居合兴包装十大流通股东。招商量化精选股票发起式A（001917） ...

Group 1 - The core viewpoint of the article highlights the institutional investment landscape in Tianzheng Electric (605066.SH), indicating a significant presence of institutional investors with a total holding of 132 million shares, representing 26.14% of the total share capital [1] - The proportion of institutional holdings increased by 1.54 percentage points compared to the previous quarter, reflecting growing confidence among institutional investors [1] - Among public funds, there was an increase in holdings from one fund, 博道久航混合A, with a holding increase ratio of 0.21% [1] Group 2 - New disclosures from foreign investors included one entity, J.P. Morgan Securities PLC - proprietary funds, indicating a cautious but present interest from foreign institutions [2]

Core Viewpoint - Changhai Co., Ltd. (300196.SZ) reported a decline in institutional ownership in its Q3 2025 financial results, with a total of 16.73 million shares held by four institutional investors, representing 4.09% of the total share capital, a decrease of 4.66 percentage points from the previous quarter [1] Institutional Investors - As of October 29, 2025, four institutional investors disclosed their holdings in Changhai Co., Ltd., with a combined shareholding of 16.73 million shares, accounting for 4.09% of the total share capital [1] - The institutional investors include Changzhou Industrial Investment Group Co., Ltd., Basic Pension Insurance Fund 16032 Combination, National Social Security Fund 413 Combination, and Changzhou Investment Group Co., Ltd. [1] - The total institutional ownership decreased by 4.66 percentage points compared to the previous quarter [1] Public Funds - In the current period, 79 public funds were not disclosed compared to the previous quarter, including notable funds such as Harvest Leading Advantage Mixed A, China Merchants Quantitative Selected Stock Initiation A, and Huabao Income Growth Mixed A [1] Social Security Funds - One social security fund, the National Social Security Fund 413 Combination, reported a decrease in holdings, with a reduction percentage of 0.38% compared to the previous quarter [1]

Group 1 - The core viewpoint of the news is that Jin Yi Industrial (601002.SH) has seen an increase in institutional ownership, with a total of 4.38 billion shares held by five institutional investors, representing 45.92% of the total share capital as of October 29, 2025 [1] - The institutional ownership has increased by 0.17 percentage points compared to the previous quarter [1] - Two new public funds have been disclosed this period, while 74 public funds were not disclosed compared to the previous quarter [1] Group 2 - The foreign investment perspective indicates that J.P. Morgan Securities PLC has not disclosed any holdings this period compared to the previous quarter [2]

Core Insights - Sifang Co., Ltd. (601126.SH) reported its Q3 2025 results, revealing that 28 institutional investors hold a total of 424 million shares, accounting for 50.86% of the company's total equity [1] - The top ten institutional investors collectively hold 50.55% of the shares, with a decrease of 3.23 percentage points compared to the previous quarter [1] Institutional Holdings - The top institutional investors include Sifang Electric (Group) Co., Ltd., Beijing Huake Hengji Smart Technology Co., Ltd., and several major banks and funds [1] - The number of institutional investors holding Sifang shares has remained stable, but the concentration among the top ten has decreased [1] Public Fund Activity - Six public funds increased their holdings, with a total increase of 0.29%, while five funds reduced their holdings, accounting for a decrease of 0.10% [2] - Ten new public funds disclosed their holdings, while 356 funds did not disclose their holdings in this period [2] Insurance Capital Trends - One insurance capital entity, specifically the dividend insurance product from Qianhai Life Insurance Co., Ltd., reduced its holdings by 1.0% [2]