融通中证云计算与大数据主题指数(LOF)A

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机构风向标 | 石基信息(002153)2025年二季度已披露前十大机构累计持仓占比22.55%
Xin Lang Cai Jing· 2025-08-28 10:38
Group 1 - The core viewpoint of the news is that Shiji Information (002153.SZ) has reported significant institutional investment, with 27 institutional investors holding a total of 620 million shares, representing 22.72% of the company's total share capital [1] - The top ten institutional investors collectively hold 22.55% of the shares, with an increase of 1.27 percentage points compared to the previous quarter [1] - The report highlights the presence of notable institutional investors such as Taobao (China) Software Co., Ltd. and Beijing Yiqin Investment Co., Ltd. among others [1] Group 2 - In the public fund sector, 13 new public funds have been disclosed this period, including Galaxy Intelligent Connection Mixed A and various ETFs related to cloud computing and big data [2] - Five public funds were not disclosed in this period compared to the previous quarter, indicating a shift in fund activity [2] - The foreign investment perspective shows that Hong Kong Central Clearing Limited was not disclosed in this period compared to the previous quarter [3]
【机构调研记录】融通基金调研汇嘉时代、潮宏基等3只个股(附名单)
Sou Hu Cai Jing· 2025-08-27 00:13
Group 1: HuiJia Times - The company has seen an increase in the proportion of fresh products in its Urumqi Beijing Road Shopping Center supermarket by 1.87%, with cooked food up by 5% and bakery products up by 0.8% [1] - The company is focusing on optimizing its product structure and enhancing investor returns through improved dividend yields [1] - New store openings include a supermarket in Kuitun expected to open by the end of 2024 and a department store in the first half of 2026, with accelerated expansion in Urumqi and quality regions [1] Group 2: ChaoHongJi - The company has launched high-weight series products such as Zhenjin Zhenzuan and cultural IP collaborations, aiming to increase customer spending [2] - Online subsidiary profits have increased by 70.64% year-on-year, supporting the integration of online and offline sales [2] - As of June 30, the company has 1,540 stores, with a net increase of 72 stores, and has expanded internationally with new locations in Kuala Lumpur, Thailand, and Cambodia [2] Group 3: TianFu Communication - In the first half of 2025, the company achieved revenue of 2.456 billion yuan, a year-on-year increase of 57.84%, and a net profit of 899 million yuan, up 37.46% [3] - The growth in active business is attributed to the increased delivery of high-speed active products, with a strong demand for these products [3] - The company is expanding its production capacity in Thailand, with the first phase already in operation and the second phase in development [3]