民生加银国证2000指数增强A（019814）基金经理为何江。 10月9日，三江购物跌5.28%，截至发稿，报13.99元/股，成交6966.22万元，换手率0.90%，总市值76.62 亿元。 截至发稿，何江累计任职时间14年142天，现任基金资产总规模7.7亿元，任职期间最佳基金回报 60.89%， 任职期间最差基金回报-49.3%。 资料显示，三江购物俱乐部股份有限公司位于浙江省宁波市海曙区环城西路北段197号，成立日期1995 年9月22日，上市日期2011年3月2日，公司主营业务涉及社区生鲜超市。主营业务收入构成为：食品 53.56%，生鲜34.99%，日用百货8.90%，其他(补充)2.03%，针纺0.53%。 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。 从基金十大重仓股角度 责任编辑：小浪快报 数据显示，民生加银基金旗下1只基金重仓三江购物。民生加银国证2000指数增强A（019814）二季度 持有股数4.08万股，占基金净值比例为0.6%，位居第一大重 ...

Financial Performance - The company reported a total revenue of 1.988 billion yuan for the first half of 2025, representing a year-on-year increase of 1.3% [1] - The net profit attributable to shareholders reached 91.38 million yuan, up 17.55% year-on-year [1] - In Q2 2025, the total revenue was 915 million yuan, showing a 1.51% increase compared to the same quarter last year [1] - The net profit for Q2 2025 was 20.61 million yuan, which is a decrease of 18.97% year-on-year [1] Profitability Metrics - The gross margin was 26.05%, down 3.17% year-on-year [1] - The net profit margin improved to 4.6%, an increase of 16.04% year-on-year [1] - Total selling, administrative, and financial expenses amounted to 412 million yuan, accounting for 20.7% of revenue, a decrease of 2.22% year-on-year [1] Shareholder Value - Earnings per share (EPS) increased to 0.17 yuan, reflecting a year-on-year growth of 17.55% [1] - The net asset value per share rose to 5.83 yuan, up 1.5% year-on-year [1] - Operating cash flow per share improved to 0.31 yuan, a significant increase of 30.59% year-on-year [1] Investment Returns - The company's return on invested capital (ROIC) was 6.84%, indicating average capital returns [3] - The historical median ROIC over the past decade was 2.49%, suggesting weak investment returns [3] - The net profit margin for the previous year was 3.68%, indicating low added value for products or services [3] Fund Holdings - The largest fund holding shares in the company is Minsheng Jianyin Guozheng 2000 Index Enhanced A, which holds 40,800 shares and has recently entered the top ten holdings [4] - The fund's current scale is 0.69 billion yuan, with a net value of 1.6107 as of August 29, showing a decline of 0.28% from the previous trading day, but an increase of 85.5% over the past year [4]

Group 1 - The core viewpoint of the news is that Saiwei Microelectronics (688325.SH) has reported its semi-annual results for 2025, highlighting significant institutional investor interest with 16 institutions holding a total of 49.9861 million shares, representing 58.03% of the total share capital [1] - The top ten institutional investors collectively hold 55.88% of the shares, with a slight decrease of 0.50 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four funds increased their holdings in this period, with a total increase of 0.41% [2] - Three new public funds disclosed their holdings this quarter, while two funds from the previous quarter did not disclose their holdings again [2]

Core Viewpoint - Luyuan Pharmaceutical (002788.SZ) reported its semi-annual results for 2025, highlighting the current institutional ownership and changes in shareholding among various investor categories [1] Institutional Ownership - As of August 25, 2025, three institutional investors disclosed holdings in Luyuan Pharmaceutical A-shares, totaling 144 million shares, which represents 37.02% of the company's total share capital [1] - The institutional ownership decreased by 0.46 percentage points compared to the previous quarter [1] Public Fund and Social Security Fund - Two public funds were disclosed this period, including Guojin 300 Index Enhanced A and Minsheng Jiayin Guozheng 2000 Index Enhanced A, which were not reported in the previous quarter [1] - One social security fund was disclosed, namely the招商基金管理有限公司-社保基金1903组合, which was also not reported in the previous quarter [1] Foreign Investment - One new foreign institutional investor was disclosed this period, BARCLAYS BANK PLC, which was not present in the previous quarter [1]

Group 1 - StarNet RuiJie (002396.SZ) released its 2024 annual report on April 3, 2025, indicating that 197 institutional investors disclosed holdings of 244 million A-shares, accounting for 41.47% of the total share capital [1] - The top ten institutional investors include Fujian Electronic Information Group, Hong Kong Central Clearing Limited, Central Huijin Asset Management, and several others, with a combined holding ratio of 38.29%, which decreased by 0.71 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, five public funds reported a decrease in holdings compared to the previous quarter, with a reduction ratio of 0.46% [2] - A total of 188 new public funds were disclosed this period, including several notable funds such as the招商量化精选股票发起式A and 华夏中证5G通信主题ETF [2] - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 2.00% compared to the previous period [2]