编辑丨巫燕玲 百亿私募大佬但斌的最新动态引发市场关注。 天眼查数据显示， 2025年8月26日，东方港湾变更了投资人、高级管理人员等相关信息，其中但斌的身份信息由"中国"变为"中国香港"，同 时，他还卸任了公司总经理，保留下经理头衔，并继续担任公司董事长和实际控制人。 中国证券投资基金业协会公示信息， 东方港湾在9月30日提出了出资人变更，目前正处于办理阶段。 作为国内私募业知名的投资人士之一，但斌的身份变更引发市场猜测。 对此，东方港湾相关人士对21世纪经济报道记者表示，东方港湾确实已 向中基协提交了关于实控人的个人身份信息变更申请。目前，相关申请正在根据监管流程进行处理，相关调整不会影响公司的稳定运营和投资 策略的有效执行。 记者丨李域 据悉，早在2011年，但斌便已在香港成立了东方港湾（香港）投资管理有限公司。今年6月13日，他在参加东方港湾香港办公室的搬迁仪式时 表示，未来将继续以中国为坚实根基，以全球化视野捕捉时代机遇。 图/但斌微博 身份"切换" 公开资料显示，但斌于1992年开始投资生涯，历任国泰君安证券研究员、大鹏证券资产管理部首席投资经理，2004年创立东方港湾。现任东方 港湾创始人兼董事长 ...

21世纪经济报道记者李域 深圳报道 百亿私募大佬但斌的最新动态引发市场关注。 天眼查数据显示，2025年8月26日，东方港湾变更了投资人、高级管理人员等相关信息，其中但斌的身 份信息由"中国"变为"中国香港"，同时，他还卸任了公司总经理，保留下经理头衔，并继续担任公司董 事长和实际控制人。 中国证券投资基金业协会公示信息，东方港湾在9月30日提出了出资人变更，目前正处于办理阶段。 作为国内私募业知名的投资人士之一，但斌的身份变更引发市场猜测。对此，东方港湾相关人士对21世 纪经济报道记者表示，东方港湾确实已向中基协提交了关于实控人的个人身份信息变更申请。目前，相 关申请正在根据监管流程进行处理，相关调整不会影响公司的稳定运营和投资策略的有效执行。 此外，但斌还曾一度被微博禁言。随后，其在其雪球账号上发文称，"通知我的账号将被禁言180天。我 的微博无论好坏都转发，是想记录历史和时代，但不知哪条微博会被认为有问题。"不过，其雪球账号 也被平台禁言。 近日，但斌又引发业内关注，这次是因为他有了"新身份"。 天眼查数据显示，8月26日，东方港湾变更了投资人信息，其中但斌的身份信息由"中国"变为"中国香 港"。同时， ...

近期私募大佬但斌又在圈内引发关注，但这次不是因为股票，而是他有了"新身份"。 天眼查数据显示，今年8月26日，东方港湾进行了"投资人变更"。其中但斌的身份信息由"中国"变为"中国香港"，同一天他还卸任了公司总经理，只留下 了经理的头衔。 中基协信息则显示，东方港湾在2025年9月30日提出了出资人变更，目前正在办理中。 这些变化引发了市场猜测，结合但斌对美股的投资偏爱，其新身份或许能更好地进行海外资产投资，另外也更能募集资金。至于其卸任东方港湾公司总经 理的职务，或与公司的整体战略规划有关。 卸任东方港湾总经理，但斌迎来身份转变 天眼查数据显示，2025年8月26日，东方港湾发生工商信息变更。其中公司出现"投资人变更"事项。但斌身份发生了变化，从中国内地居民身份变为中国 香港居民。 同一天，但斌还卸任了东方港湾公司的总经理，只留下了经理的头衔；目前仍旧是实控人、董事长。另据基金业协会信息，东方港湾目前正在进行出资人 变更，提交时间是9月30日，目前正在办理中。 实际上，早在2011年，但斌就成立了东方港湾（香港）投资管理有限公司。今年6月13日，但斌参加东方港湾香港办公室搬迁仪式的时候就表示，从扎根 中国，到 ...

天眼查数据显示，今年8月26日，东方港湾进行了"投资人变更"。其中但斌的身份信息由"中国"变为"中 国香港"，同一天他还卸任了公司总经理，只留下了经理的头衔。 中基协信息则显示，东方港湾在2025年9月30日提出了出资人变更，目前正在办理中。 这些变化引发了市场猜测，结合但斌对美股的投资偏爱，其新身份或许能更好地进行海外资产投资，另 外也更能募集资金。至于其卸任东方港湾公司总经理的职务，或与公司的整体战略规划有关。 近期私募大佬但斌又在圈内引发关注，但这次不是因为股票，而是他有了"新身份"。 卸任东方港湾总经理，但斌迎来身份转变 天眼查数据显示，2025年8月26日，东方港湾发生工商信息变更。其中公司出现"投资人变更"事项。但 斌身份发生了变化，从中国内地居民身份变为中国香港居民。 同一天，但斌还卸任了东方港湾公司的总经理，只留下了经理的头衔；目前仍旧是实控人、董事长。另 据基金业协会信息，东方港湾目前正在进行出资人变更，提交时间是9月30日，目前正在办理中。 实际上，早在2011年，但斌就成立了东方港湾（香港）投资管理有限公司。今年6月13日，但斌参加东 方港湾香港办公室搬迁仪式的时候就表示，从扎根中国，到 ...

Core Viewpoint - The performance of various ETFs shows a mixed trend, with technology and solar energy ETFs experiencing gains, while communication and AI-related ETFs face significant declines [1] Group 1: ETF Performance - The Nasdaq Technology ETF (159509) increased by 2.25% [1] - The leading solar energy ETF (159609) rose by 2.06% [1] - The solar energy ETF index fund (159618) saw a gain of 1.96% [1] - The communication equipment ETF (159583) dropped by 8.82% [1] - The communication ETF (515880) fell by 8.46% [1] - The ChiNext AI ETF (159381) decreased by 7.89% [1]

Market Overview - The market is showing a mixed trend, with the ChiNext Index performing well and leading the upward trend, while the Shanghai Composite Index remains in a narrow fluctuation [1] - Gold concept stocks have seen significant increases, while the large financial sector is experiencing collective adjustments, with insurance stocks leading the market decline [1] ETF Performance - The New Energy Vehicle Battery ETF has performed exceptionally well, closing at a limit-up, reflecting strong investor interest in the new energy vehicle supply chain [1] - Gold-related ETFs have also shown significant gains, with most rising over 8%, driven by expectations of potential interest rate cuts by the Federal Reserve [2] - The New Energy Vehicle Battery ETF has a closing premium rate of 11.24%, indicating a high premium risk in the secondary market [1] Sector Analysis - The technology sector, represented by the Nasdaq Technology ETF, has seen a decline of over 2%, indicating pressure on this sector [3] - Despite the decline in Hong Kong automotive-related ETFs, brokerages remain optimistic about the automotive sector's future, anticipating strong sales driven by vehicle replacement policies in 2024 and 2025 [3]

Group 1 - The ETF market on September 1 showed mixed performance, with the New Energy Vehicle Battery ETF (159775) leading gains at 10% [2] - The Gold Stocks ETF Fund (159322) increased by 9.22%, while the Gold Stocks ETF (517400) rose by 8.41% [2] - The Nasdaq Technology ETF (159509) experienced the largest decline at 2.64%, followed by the Satellite Industry ETF (159218) down 1.81%, and the Hong Kong Stock Connect Automotive ETF (159239) down 1.74% [2]

Market Overview - The market experienced fluctuations throughout the day, with the ChiNext Index leading gains while the Shanghai Composite Index showed narrow fluctuations [1] - Gold concept stocks saw a collective surge, while large financial stocks underwent adjustments, with insurance stocks leading the decline [1] ETF Performance - The New Energy Vehicle Battery ETF reached a limit-up increase of 10%, while gold-related ETFs rose over 8% [2] - Specific ETFs such as the Gold Stock ETF and its variants showed significant gains, with increases ranging from 8.15% to 9.22% [2] Sector Analysis - Analysts suggest that the anticipated interest rate cuts by the Federal Reserve may support commodity prices, including gold and silver, leading to a bullish outlook from several international financial institutions [3] - Conversely, the Nasdaq Technology ETF fell over 2%, and Hong Kong automotive-related ETFs dropped more than 1% [3][4] Automotive Sector Outlook - Brokerages indicate that the vehicle sales performance in 2024 is expected to exceed expectations due to the vehicle trade-in policy, with continued support for automotive consumption in 2025 [5] - The automotive sector is projected to enter a phase of high sales prosperity, driven by event catalysts and industry trends [5]

Market Overview - A-shares continued to rise, with the Shanghai Composite Index testing the 3800-point mark, and the ChiNext and Shenzhen Composite Index leading the gains, reflecting strong upward momentum [1] - Major A-share indices saw increases of 3.49%, 4.57%, and 5.85% respectively [1] - The two-way financing balance exceeded 2 trillion yuan, indicating increased investor participation [1] ETF Performance - The average increase of all ETFs was 3.98%, with stock ETFs performing strongly, rising by 4.94% [1] - The top-performing ETFs included those related to chips and AI, with significant gains driven by recent news in the semiconductor sector [2] - The top 10 ETFs by increase included the Sci-Tech Chip Design ETF, which rose by 21.93%, and the Sci-Tech AI ETF, which increased by 17.75% [2] Institutional Insights - Institutions noted the unwavering national support for technological self-reliance and the push for supply chain security, which is expected to accelerate domestic companies' technological advancements [3] - The semiconductor sector is projected to continue its optimistic growth trajectory in 2025, driven by AI demand and ongoing domestic substitution efforts [3] Fund Flows - The ETF market saw a strong inflow of 11.768 billion yuan, reversing previous outflows and indicating renewed investor confidence [6] - Cross-border ETFs experienced significant inflows, totaling 17.292 billion yuan, while bond ETFs also saw over 5.968 billion yuan in inflows [6] Trading Volume - The Short-term Bond ETF and Hong Kong Securities ETF both surpassed 100 billion yuan in weekly trading volume, reaching 128.011 billion yuan and 120.626 billion yuan respectively [10] Upcoming ETFs - Three new ETFs are set to launch next week, including the Bosera ChiNext Comprehensive ETF, which tracks the ChiNext Composite Index, highlighting growth sectors such as power equipment and pharmaceuticals [11]

Group 1 - The ETF market showed mixed performance on the 22nd, with the Kweichow Moutai 50 ETF leading gains at 15.94% [2] - The Kweichow Chip Design ETF and Kweichow Chip ETF Index also saw significant increases of 15.57% and 15.45% respectively [2] - In contrast, the Nasdaq 100 ETF experienced the largest decline at 1.07%, followed by the Nasdaq Technology ETF at 0.97% and the E Fund Nasdaq ETF at 0.96% [2]