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机构风向标 | 清水源(300437)2025年三季度已披露持仓机构仅4家
Xin Lang Cai Jing· 2025-10-25 02:58
公募基金方面,本期较上一季度新披露的公募基金共计2个,包括金元顺安元启灵活配置混合、中信保 诚多策略混合(LOF)A。本期较上一季未再披露的公募基金共计10个,主要包括中证2000、财通福瑞混 合发起(LOF)A、西部利得中证1000指数增强A、西部利得量化优选一年持有期混合A、中欧小盘成长混 合A等。 2025年10月25日,清水源(300437.SZ)发布2025年第三季报。截至2025年10月24日,共有4个机构投资者 披露持有清水源A股股份,合计持股量达428.06万股,占清水源总股本的1.70%。其中,机构投资者包 括中国民生银行股份有限公司-金元顺安元启灵活配置混合型证券投资基金、中国工商银行股份有限公 司-中信保诚多策略灵活配置混合型证券投资基金(LOF)、J.P.Morgan Securities PLC-自有资金、广州守正 用奇私募基金管理有限公司-守正用奇指增1号私募证券投资基金,机构投资者合计持股比例达1.70%。 相较于上一季度,机构持股比例合计上涨了0.02个百分点。 外资态度来看,本期较上一季度新披露的外资机构有 1 家 ,即J.P.Morgan Securities PLC-自有 ...
迪普科技股价涨5.76%,西部利得基金旗下1只基金重仓,持有25.62万股浮盈赚取31万元
Xin Lang Cai Jing· 2025-10-17 03:04
Group 1 - The core point of the news is that Dipu Technology's stock price increased by 5.76% to 22.21 CNY per share, with a total market capitalization of 14.299 billion CNY as of the report date [1] - Dipu Technology, established on May 28, 2008, specializes in the research, production, and sales of enterprise-level network communication products, with a revenue composition of 64.81% from network security products and 34.23% from application delivery and network products [1] - The trading volume for Dipu Technology reached 283 million CNY, with a turnover rate of 3.21% [1] Group 2 - Western Lide Fund holds a significant position in Dipu Technology, with its fund increasing its holdings by 7,800 shares to a total of 256,200 shares, representing 0.51% of the fund's net value [2] - The Western Lide CSI 1000 Index Enhanced A fund, established on April 25, 2023, has a current scale of 302 million CNY and has achieved a year-to-date return of 31.05% [2] - The fund's performance over the past year has yielded a return of 43.2%, ranking 1187 out of 3865 in its category [2]
迪普科技股价跌5.24%,西部利得基金旗下1只基金重仓,持有25.62万股浮亏损失29.46万元
Xin Lang Cai Jing· 2025-10-16 06:48
Group 1 - The core point of the news is that Dipu Technology's stock price has dropped by 5.24% to 20.79 CNY per share, with a trading volume of 502 million CNY and a turnover rate of 5.63%, resulting in a total market capitalization of 13.385 billion CNY [1] - Dipu Technology, established on May 28, 2008, and listed on April 12, 2019, is based in Hangzhou, Zhejiang Province, and specializes in the research, production, and sales of enterprise-level network communication products, along with providing related professional services [1] - The company's main business revenue composition includes 64.81% from network security products, 34.23% from application delivery and network products, and 0.96% from other sources [1] Group 2 - From the perspective of fund holdings, only one fund under Western Benefit has a significant position in Dipu Technology, specifically the Western Benefit CSI 1000 Index Enhanced A (018157), which increased its holdings by 7,800 shares in the second quarter, bringing the total to 256,200 shares, accounting for 0.51% of the fund's net value [2] - The Western Benefit CSI 1000 Index Enhanced A fund was established on April 25, 2023, with a latest scale of 302 million CNY, achieving a year-to-date return of 32.49% and ranking 1489 out of 4218 in its category [2] - The fund has a one-year return of 45.18%, ranking 1050 out of 3864, and a since inception return of 32.11% [2] Group 3 - The fund manager of Western Benefit CSI 1000 Index Enhanced A is Sheng Fengyan, who has been in the position for 8 years and 329 days, managing a total fund size of 6.336 billion CNY, with the best return during his tenure being 185.04% and the worst being -24.88% [3] - The co-manager, Zhai Zijian, has been in the role for 1 year and 362 days, overseeing a fund size of 1.547 billion CNY, with the best return of 48.23% and the worst return of 39.65% during his tenure [3]
机构风向标 | 康冠科技(001308)2025年二季度已披露前十大机构累计持仓占比48.24%
Xin Lang Cai Jing· 2025-08-26 01:51
Core Insights - 康冠科技 (001308.SZ) released its 2025 semi-annual report on August 26, 2025, indicating significant institutional ownership and changes in shareholder composition [1] Institutional Ownership - As of August 25, 2025, a total of 11 institutional investors disclosed holdings in 康冠科技, with a combined shareholding of 338 million shares, representing 48.24% of the total share capital [1] - The top ten institutional investors include 深圳市至远投资有限公司, 深圳视界投资管理企业(有限合伙), and others, collectively holding 48.24% of the shares, which is a decrease of 0.09 percentage points compared to the previous quarter [1] Public Fund Holdings - One public fund, 南方中证1000ETF, increased its holdings during this period, while three public funds, including 富国均衡优选混合, did not disclose their holdings in the current period [1] Social Security Fund - One new social security fund, 鹏华基金管理有限公司-社保基金1804组合, disclosed its holdings in 康冠科技 during this reporting period [1] Foreign Investment - The foreign institutional investor, 香港中央结算有限公司, did not disclose its holdings in the current period, indicating a change from the previous quarter [2]
机构风向标 | 彩讯股份(300634)2025年二季度已披露前十大机构累计持仓占比42.13%
Xin Lang Cai Jing· 2025-08-26 01:21
Group 1 - The core viewpoint of the news is that CaiXun Co., Ltd. (300634.SZ) has reported its semi-annual results for 2025, highlighting significant institutional investor interest and changes in shareholding patterns [1] Group 2 - As of August 25, 2025, a total of 20 institutional investors hold shares in CaiXun, with a combined holding of 191 million shares, representing 42.40% of the total share capital [1] - The top ten institutional investors account for 42.13% of the total shares, with a decrease of 0.69 percentage points compared to the previous quarter [1] Group 3 - In the public fund sector, three funds increased their holdings compared to the previous period, with an increase rate of 0.11% [2] - Eleven new public funds disclosed their holdings this period, including notable funds such as the China Southern CSI 1000 ETF and Huaxia CSI 1000 ETF [2] - One public fund, the Western Benefit CSI 1000 Index Enhanced A, was not disclosed in this period compared to the previous quarter [2] Group 4 - Regarding foreign investment, the Hong Kong Central Clearing Limited is the only foreign institution that has not disclosed its holdings in this period compared to the previous quarter [3]