西部利得事件驱动股票A
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机构风向标 | 慧翰股份(301600)2025年三季度已披露前十大机构持股比例合计下跌1.41个百分点
Xin Lang Cai Jing· 2025-10-29 02:30
Group 1 - The core viewpoint of the news is that Huihan Co., Ltd. (301600.SZ) reported a decrease in institutional holdings in its third-quarter report for 2025, with a total of 40.86 million shares held by eight institutional investors, representing 39.09% of the total share capital, down by 1.41 percentage points from the previous quarter [1] - Institutional investors include notable entities such as Fujian Guomai Group Co., Ltd., Yibin Chenda New Energy Industry Equity Investment Partnership, and Hong Kong Central Clearing Limited, among others [1] - In the public fund sector, one fund, Southern CSI 1000 ETF, reported a slight decrease in holdings, while one new public fund, GF Optional Consumer Link A, was disclosed [1] Group 2 - Foreign investment sentiment showed an increase in holdings from one foreign fund, Hong Kong Central Clearing Limited, with an increase of 0.36% [2]
机构风向标 | 华辰装备(300809)2025年三季度已披露前十大机构持股比例合计下跌1.04个百分点
Xin Lang Cai Jing· 2025-10-28 02:35
Group 1 - Huachen Equipment (300809.SZ) released its Q3 2025 report on October 28, 2025, indicating that six institutional investors disclosed holdings in Huachen Equipment A-shares, totaling 13.1581 million shares, which represents 5.19% of the total share capital [1] - The institutional investors include Hainan Xintang Trading Partnership, Industrial Bank Co., Ltd. - Huaxia CSI Robot ETF, Bank of Communications Co., Ltd. - Yongying Semiconductor Industry Select Mixed Fund, Guotai Junan Securities Co., Ltd. - Tianhong CSI Robot ETF, and others [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 1.04 percentage points [1] Group 2 - In the public fund sector, two public funds increased their holdings compared to the previous period, including Huaxia CSI Robot ETF and Tianhong CSI Robot ETF, with an increase ratio of 0.35% [2] - Three new public funds disclosed their holdings this quarter, including Yongying Semiconductor Industry Select Mixed Fund, West China Event-Driven Stock A, and West China Era Power Mixed Fund A [2] - A total of 82 public funds did not disclose their holdings compared to the previous quarter, including Jin Xin Steady Strategy Mixed A, Qianhai Kaiyuan Jiaxin Mixed A, and others [2]
机构风向标 | 儒竞科技(301525)2025年三季度已披露前十大机构累计持仓占比14.21%
Xin Lang Cai Jing· 2025-10-28 01:29
Group 1 - Rujing Technology (301525.SZ) reported its Q3 2025 results, with 12 institutional investors holding a total of 13.776 million A-shares, representing 14.61% of the total share capital [1] - The top ten institutional investors collectively hold 14.21% of the shares, with an increase of 1.06 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, three funds increased their holdings, accounting for a 0.36% increase, while one fund decreased its holdings by 0.38% [2] - Two social security funds increased their holdings, with a total increase of 0.80% [2]
先锋精科股价跌5%,西部利得基金旗下1只基金位居十大流通股东,持有26.34万股浮亏损失106.69万元
Xin Lang Cai Jing· 2025-10-13 01:43
Group 1 - The core point of the news is that Jiangsu Pioneer Precision Technology Co., Ltd. experienced a 5% drop in stock price, reaching 76.87 yuan per share, with a total market capitalization of 15.557 billion yuan as of October 13 [1] - The company specializes in the precision manufacturing of key components for domestic semiconductor etching and thin film deposition equipment, with its main business revenue composition being: process components 71.38%, structural components 19.61%, other components 3.83%, modules 3.79%, surface treatment 0.83%, and others 0.56% [1] - The company was established on March 20, 2008, and is located in the Jiangsu Province Jingjiang Economic Development Zone [1] Group 2 - Western Lide Fund's Event-Driven Stock A (671030) entered the top ten circulating shareholders of Pioneer Precision in the second quarter, holding 263,400 shares, which accounts for 0.65% of the circulating shares [2] - The estimated floating loss for Western Lide Fund today is approximately 1.0669 million yuan [2] - The fund has achieved a year-to-date return of 64.53%, ranking 197 out of 4220 in its category, and a one-year return of 89.29%, ranking 15 out of 3855 [2]
机构风向标 | 慧翰股份(301600)2025年二季度已披露前十大机构累计持仓占比40.50%
Xin Lang Cai Jing· 2025-08-27 01:15
Group 1 - The core viewpoint of the news is that Huihan Co., Ltd. (301600.SZ) has reported significant institutional investment, with 12 institutional investors holding a total of 42.39 million shares, representing 40.56% of the total share capital as of August 26, 2025 [1] - The top ten institutional investors collectively hold 40.50% of the shares, with a slight increase of 0.30 percentage points compared to the previous quarter [1] - The report highlights the presence of various institutional investors, including Fujian Guomai Group Co., Ltd. and Shanghai SAIC Venture Capital Center, among others [1] Group 2 - In the public fund sector, three public funds have increased their holdings, contributing to a slight rise in the overall holding percentage [2] - Three new public funds have been disclosed compared to the previous quarter, including Southern CSI 1000 ETF and Huaxia CSI 1000 ETF [2] - One foreign fund, Hong Kong Central Clearing Limited, has reduced its holdings, indicating a slight decline in foreign investment [2]
【机构调研记录】西部利得基金调研汉朔科技、瑞普生物等5只个股(附名单)
Sou Hu Cai Jing· 2025-08-27 00:13
Group 1: HanShuo Technology - The company's performance is expected to decline in the first half of 2025 due to U.S. tariffs, customer order rhythm, and decreasing gross margins [1] - The difference between net profit and net profit after deducting non-recurring gains mainly comes from losses on foreign exchange forward contracts [1] - The company is focusing on technological innovation and expanding its IoT smart hardware and digital energy management business [1] - The North American market penetration is accelerating, and the company is expanding into other retail sectors in Europe [1] Group 2: Reap Bio - The comprehensive gross margin increased by 2.36 percentage points due to revenue scale expansion and product structure optimization [2] - The pet health segment showed steady growth, with a 17.94% year-on-year increase in revenue from the supply chain and bioproducts [2] - The raw material drug segment significantly improved, with a gross margin increase of 14 percentage points and a reduction in losses of over 10 million [2] Group 3: HeShun Technology - The company reported a revenue of 296 million in the first half of 2025, a year-on-year increase of 27.93%, but incurred a net loss of 14.31 million [3] - The revenue growth was primarily due to the production of the Renhe factory investment project, which increased depreciation and led to profit decline [3] - The company is transitioning its functional film business from solar backsheet films to window films [3] Group 4: ChaoHongJi - The company has launched high-weight series products to enhance customer unit price and will continue to focus on customer needs [4] - The online subsidiary's net profit increased by 70.64%, promoting the integration of online and offline sales [4] - As of June 30, the company had 1,540 stores, with a net increase of 72 stores, and opened locations in Kuala Lumpur, Thailand, and Cambodia [4] Group 5: TianFu Communication - The company achieved a revenue of 2.456 billion in the first half of 2025, a year-on-year increase of 57.84%, and a net profit of 899 million, up 37.46% [5] - The growth in active business is driven by the increased delivery of high-speed active products [5] - The company is expanding its production capacity in Thailand, with the first phase already in operation [5]