西部利得数字产业混合A

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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]
【机构调研记录】西部利得基金调研国机精工
Zheng Quan Zhi Xing· 2025-07-31 00:09
Group 1 - Western Leading Fund recently conducted research on a listed company, Guojijiangong (002046), which operates in the bearing and abrasive tools industry, covering five major sectors: new materials, basic components, machine tools, high-end equipment, and supply chain management and services [1] - Guojijiangong's special bearings are applied in aerospace and aviation fields, with a full order book for wind power bearings, and aims to rank among the top tier in precision machine bearings [1] - The ultra-hard materials grinding tools business is expected to generate approximately 580 million yuan in revenue in 2024, with significant growth in the semiconductor sector [1] - The company continues to focus on merger and acquisition opportunities, centering on products, leveraging R&D capabilities, emphasizing domestic substitution, and aiming to reach international first-class standards [1] Group 2 - Western Leading Fund was established in 2010, with an asset management scale of 116.305 billion yuan, ranking 55th out of 210 [2] - The fund's non-monetary public fund asset management scale is 92.997 billion yuan, ranking 50th out of 210 [2] - The fund manages 147 public funds, ranking 52nd out of 210, with 29 fund managers, ranking 46th out of 210 [2] - The best-performing public fund product in the past year is Western Leading Digital Industry Mixed A, with a latest unit net value of 1.41 and a growth of 70.25% over the past year [2] - The latest public fund product raised is Western Leading CSI A500 Index Enhanced A, which is an index-type stock fund, with a concentrated subscription period from May 23, 2025, to August 22, 2025 [2]
【机构调研记录】西部利得基金调研萃华珠宝
Zheng Quan Zhi Xing· 2025-07-30 00:07
Group 1 - The core viewpoint of the article highlights that Western Lide Fund has recently conducted research on a listed company, specifically Cuihua Jewelry (002731), which has developed popular jewelry products based on "Palace Museum IP," "intangible cultural heritage," "national trend," and "cross-border" themes [1] - Cuihua Jewelry has launched fashionable jewelry product series targeting the infant and child market, including "Angel Gift" and "Fashion IP" [1] Group 2 - Western Lide Fund was established in 2010 and currently manages a total asset scale of 116.305 billion yuan, ranking 55th out of 210 in the public fund industry [1] - The fund's non-monetary public fund asset management scale is 92.997 billion yuan, ranking 50th out of 210 [1] - The fund manages 147 public funds, ranking 52nd out of 210, with 29 fund managers, ranking 46th out of 210 [1] - The best-performing public fund product in the past year is the Western Lide Digital Industry Mixed A, with a latest net value of 1.43 and a growth of 72.96% over the past year [1] - The latest public fund product raised by Western Lide is the Western Lide CSI A500 Index Enhanced A, which is an index-type stock fund with a subscription period from May 23, 2025, to August 22, 2025 [1]