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机构风向标 | 春兰股份(600854)2025年三季度已披露持仓机构仅6家
Xin Lang Cai Jing· 2025-10-30 01:33
Group 1 - The core viewpoint of the news is that institutional investors have increased their holdings in Chunlan Co., Ltd. (600854.SH), with a total of 1.98 billion shares held, representing 38.20% of the company's total share capital, marking a 0.17 percentage point increase from the previous quarter [1] - Six institutional investors disclosed their holdings, including Chunlan Group, Taizhou Urban Construction Investment Group, Jiangsu Transportation Holding, BERNIE INDUSTRIAL LIMITED, and two mutual funds from major banks [1] - One public fund, Dachen CSI 360 Internet + Index A, increased its holdings, while 33 public funds were not disclosed in the current period, indicating a shift in investment strategies [1] Group 2 - Foreign investment sentiment showed a decrease in holdings from BERNIE INDUSTRIAL LIMITED, which reduced its stake by 0.32% compared to the previous quarter [2]
机构风向标 | 金雷股份(300443)2025年三季度已披露前十大机构累计持仓占比6.02%
Xin Lang Cai Jing· 2025-10-29 02:23
Core Insights - Jinlei Co., Ltd. (300443.SZ) reported its Q3 2025 results, revealing that 26 institutional investors held a total of 20.03 million A-shares, accounting for 6.26% of the total share capital [1] - The top ten institutional investors collectively held 6.02% of the shares, with a decrease of 0.61 percentage points compared to the previous quarter [1] Institutional Holdings - The number of institutional investors holding Jinlei shares is 26, with a total holding of 20.03 million shares [1] - The top ten institutional investors include notable entities such as Hong Kong Central Clearing Limited and various investment funds, indicating a diversified investor base [1] - The proportion of shares held by the top ten institutional investors decreased from the previous quarter [1] Public Fund Activity - Three public funds increased their holdings in Jinlei, while three others reduced their stakes, indicating mixed sentiment among public fund investors [2] - A total of 12 new public funds disclosed their holdings in Jinlei, reflecting growing interest from new investors [2] - 153 public funds did not disclose their holdings in the current period, suggesting potential shifts in investment strategies [2] Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings in Jinlei, with an increase percentage of 0.34% [2]
机构风向标 | 中远通(301516)2025年三季度已披露持仓机构仅7家
Xin Lang Cai Jing· 2025-10-28 01:40
Core Insights - China Merchants Tong (301516.SZ) reported its Q3 2025 results, revealing that institutional investors hold a total of 213 million shares, accounting for 75.78% of the company's total equity [1] - The proportion of shares held by institutional investors increased by 0.49 percentage points compared to the previous quarter [1] Institutional Holdings - A total of 7 institutional investors disclosed their holdings in China Merchants Tong, including Shenzhen Zhongyuantong Power Technology Development Co., Ltd. and China Construction Bank Co., Ltd. - GF Quantitative Multi-Factor Flexible Allocation Mixed Securities Investment Fund [1] - One new public fund was disclosed this quarter, namely GF Quantitative Multi-Factor Mixed A, while 37 public funds were not disclosed compared to the previous quarter [1] Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings this quarter, with an increase percentage of 0.41% [1]
机构风向标 | 欣龙控股(000955)2025年三季度已披露持仓机构仅9家
Xin Lang Cai Jing· 2025-10-28 01:24
Group 1 - Xunlong Holdings (000955.SZ) released its Q3 2025 report on October 28, 2025, indicating that as of October 27, 2025, nine institutional investors disclosed holding a total of 162 million shares, accounting for 30.11% of the total share capital [1] - The institutional investors include notable firms such as Jiaxing Tiantang Silicon Valley Equity Investment Co., Hainan Zhuhua Science and Technology Trade Co., and China Construction Bank Co., among others [1] - Compared to the previous quarter, the total institutional holding percentage increased by 3.23 percentage points [1] Group 2 - In the public fund sector, one public fund, Nuon An Multi-Strategy Mixed A, increased its holdings by 0.24% compared to the previous period [2] - One new public fund, Hai Fu Tong Zhong Zheng 2000 Enhanced Strategy ETF, was disclosed this quarter [2] - Eighteen public funds were not disclosed this quarter, including notable funds such as Guojin Quantitative Multi-Factor A and Western Li De Quantitative Preferred One-Year Holding Period Mixed A [2]
机构风向标 | 智能自控(002877)2025年三季度已披露持仓机构仅1家
Xin Lang Cai Jing· 2025-10-28 01:19
Core Viewpoint - Intelligent Control (002877.SZ) reported its Q3 2025 results, indicating a decrease in institutional ownership compared to the previous quarter [1] Group 1: Institutional Ownership - As of October 27, 2025, there is one institutional investor holding shares in Intelligent Control, with a total holding of 5.0728 million shares, representing 1.43% of the total share capital [1] - The institutional ownership ratio has decreased by 0.63 percentage points compared to the previous quarter [1] Group 2: Public Fund Disclosure - In this reporting period, 24 public funds were not disclosed compared to the previous quarter, including funds such as Guojin Quantitative Multi-Factor A, Guojin Quantitative Selected A, and others [1]
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
Group 1 - The core viewpoint of the articles indicates that Qingshuiyuan (300437.SZ) has seen a slight increase in institutional investor holdings, with a total of 4 institutions holding 4.2806 million shares, representing 1.70% of the total share capital, which is an increase of 0.02 percentage points from the previous quarter [1] - The newly disclosed public funds in this period include two funds: Jinyuan Shun'an Flexible Allocation Mixed Fund and CITIC Prudential Multi-Strategy Flexible Allocation Mixed Fund (LOF), while 10 public funds were not disclosed compared to the previous quarter [1] - In terms of foreign investment, one new foreign institution, J.P. Morgan Securities PLC, has been disclosed, while several others were not disclosed compared to the previous quarter, including CITIC Securities Asset Management (Hong Kong) and CICCFT10(Q) [2]
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]