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长城汽车大跌2.24%!易方达基金旗下2只基金持有
Sou Hu Cai Jing· 2025-08-19 15:52
Core Viewpoint - On August 19, Great Wall Motors' stock closed down by 2.24%, indicating market volatility and investor sentiment towards the company [1]. Company Overview - Great Wall Motors Co., Ltd. was established in 2001 and is located in Baoding City, primarily engaged in the automotive manufacturing industry [1]. - The company has a registered capital of approximately 8.49 billion RMB [1]. Shareholder Activity - Two funds under E Fund Management have entered the top ten shareholders of Great Wall Motors. The E Fund Consumer Sector Equity Fund increased its holdings in the second quarter of this year, while the E Fund CSI 300 ETF reduced its holdings during the same period [1]. - The E Fund Consumer Sector Equity Fund has a year-to-date return of -1.86%, ranking 970 out of 979 in its category, while the E Fund CSI 300 ETF has a year-to-date return of 9.55%, ranking 2446 out of 3420 [1]. Fund Performance - The E Fund Consumer Sector Equity Fund has shown a performance decline with a year-to-date return of -1.86% [2]. - The E Fund CSI 300 ETF has performed better with a year-to-date return of 9.55% [4].
长城汽车大跌2.22%!易方达基金旗下2只基金持有
Sou Hu Cai Jing· 2025-07-31 10:44
Group 1 - The core point of the article highlights the significant drop in Great Wall Motors' stock price by 2.22% on July 31, indicating potential concerns in the automotive manufacturing sector [1] - Great Wall Motors, established in 2001 and located in Baoding, has a registered capital of approximately 8.49 billion RMB [1] - E Fund Management has two funds among the top ten shareholders of Great Wall Motors, with E Fund Consumer Sector Stock increasing its holdings in Q2 2023, while E Fund CSI 300 ETF reduced its holdings [1] Group 2 - E Fund Consumer Sector Stock has a year-to-date return of -4.81%, ranking 972 out of 983 in its category, while E Fund CSI 300 ETF has a year-to-date return of 7.57%, ranking 2138 out of 3422 [1] - The performance of E Fund Consumer Sector Stock shows a decline of 4.819% year-to-date, with a quarterly performance of -1.16% [2] - In contrast, E Fund CSI 300 ETF has shown a positive year-to-date performance of 7.57% and a quarterly increase of 6.18% [4]
翟相栋50.26%收益领跑百亿权益基金自购榜,萧楠自购易方达消费行业股票超百万份,近一年收益-1.67%
Xin Lang Ji Jin· 2025-07-14 13:54
Group 1 - The core observation from the 2024 fund annual report indicates that over half of fund managers do not hold shares in their own funds, with only 7% holding over one million shares, highlighting a significant disparity in self-purchase behavior across fund types and companies [1][2] - Mixed funds are the primary drivers of self-purchase activity, boasting a self-purchase rate of 57.03%, which is significantly higher than that of equity and bond funds [1][2] - Alternative investment funds lead with a self-purchase rate of 60.87%, while convertible bond funds also show a strong self-purchase rate of 56.82%, indicating a deep commitment from fund managers to niche products [2] Group 2 - Among fund companies, Southern Fund ranks first with a self-purchase rate of 51.72%, followed by E Fund at 48.05%, which has the highest number of funds with over one million self-purchases [2] - In contrast, Huaxia Fund shows a stark difference with only 18.06% self-purchase rate and just 24 out of 454 funds achieving over one million self-purchases, indicating a lack of confidence compared to industry leaders [2] - Notable fund managers such as Zhang Kun, Xie Zhiyu, Zhao Yi, and Liu Xu hold over one million shares in their own funds, reflecting a strong alignment with their fund performance [2][4] Group 3 - Zhang Kun, managing over 60.8 billion yuan, demonstrates commitment to value investing despite his funds' returns being below the industry average, with both his funds achieving over one million self-purchases [4] - Xie Zhiyu showcases confidence through self-purchases in two funds that have performed well, with returns of 31.07% and 17.39% respectively, further emphasizing the trend of self-purchase among top managers [4] - The "three-year lock-up" strategy is exemplified by fund managers Zhao Feng and Zhao Yi, who have linked their self-purchases to long-term investment principles, achieving returns of 20.02% and 19.40% respectively [5] Group 4 - The phenomenon of over 54% of fund managers opting for zero self-purchases contrasts sharply with the trend among top managers who hold over one million shares, indicating a shift towards a "risk-sharing contract" model [5] - Large self-purchases create a mechanism that binds the interests of fund managers and investors, effectively establishing a trust signal in a market characterized by diminishing returns [5]
机构风向标 | 海尔智家(600690)2025年一季度已披露持股减少机构超80家
Xin Lang Cai Jing· 2025-05-01 01:33
Group 1 - Haier Smart Home (600690.SH) reported its Q1 2025 results, with 358 institutional investors disclosing holdings of A-shares, totaling 3.953 billion shares, which represents 42.13% of the total share capital [1] - The top ten institutional investors include Haier Kaos Co., Ltd., Haier Group, and others, holding a combined 38.52% of shares, with a decrease of 1.09 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 123 funds increased their holdings, with a holding increase ratio of 0.43%, including funds like E Fund Consumer Industry Stock and E Fund SSE 50 Enhanced A [2] - Conversely, 82 funds reduced their holdings, with a decrease ratio of 0.36%, including funds like Xingquan Helun Mixed A and Huatai-PB SSE 300 ETF [2] - A total of 73 new public funds were disclosed this period, while 887 funds were not disclosed compared to the previous quarter [2]
易方达人事“换血”:老将退场,新手能否扛起大旗?
YOUNG财经 漾财经· 2025-04-27 09:12
今年以来,易方达基金经历了密集的人事调整:核心管理层更迭、明星基金经理卸任高管回 归投研一线、新生代基金经理批量上岗等动作频频。这一系列变动,既折射出老牌公募巨 头在周期波动与监管导向下的深层变革,也暴露出其在规模扩张与业绩压力下的战略转型 焦虑。 易方达人事"换血":老将退场,新手能否扛起大旗? 吴楠 今年以来,易方达基金人事变动频繁。 4月12日晚间,易方达发布多份基金经理变更公告 。 公告显示, 冯波、杨宗昌、王元春 、 李剑 锋四 位基金经理, 因工作需要卸任七只基金产品的管理权,不过其原本职位不变, 其中冯波仍担 任易方达基金副总经理级高级管理人员、权益投资决策委员会委员。 前一天,易方达旗下主要负责国际 QDII被动指数型股票的PAN LINGDAN(潘令旦)因个人原因 离任,并卸任旗下管理的易方达恒生科技连接A、易方达标普500A人民币等九只基金产品。 再往前追溯, 3月21日晚间,易方达基金公告 多个管理层职位的 调整 : 原董事长(联席)兼总 经理刘晓艳正式出任董事长,执行总经理吴欣荣接任总经理 , 原董事长詹余引卸任后继续在公司 其他岗位服务。 同时, 刘硕凌 接替管勇成为 易方达基金首席 ...
机构风向标 | 美的集团(000333)2024年四季度已披露持股减少机构超200家
Xin Lang Cai Jing· 2025-03-29 01:31
Group 1 - Midea Group (000333.SZ) released its 2024 annual report on March 29, 2025, with 1,673 institutional investors disclosing holdings of 4.481 billion shares, accounting for 58.53% of the total share capital [1] - The top ten institutional investors hold a combined 50.12% of Midea Group's shares, with a slight decrease of 0.44 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 103 funds increased their holdings, with a holding increase ratio of 0.13%, while 203 funds decreased their holdings, with a decrease ratio of 0.54% [2] - A total of 385 new public funds were disclosed this period, while 911 funds were not disclosed compared to the previous quarter [2] - Foreign investment sentiment showed a decrease in holdings from one foreign fund, Hong Kong Central Clearing Limited, with a reduction ratio of 0.21% [2]