11月27日，绿能慧充涨5.02%，截至发稿，报8.37元/股，成交1.14亿元，换手率2.69%，总市值58.95亿 元。 资料显示，绿能慧充数字能源技术股份有限公司位于山东省临沂市罗庄区江泉工业园三江路6号，成立 日期1992年12月14日，上市日期1999年8月17日，公司主营业务涉及铁路专用线运输业务和新能源充电 及储能业务。主营业务收入构成为：绿能技术公司96.47%，中创航空公司2.00%，绿能慧充铁路运营公 司1.52%。 从绿能慧充十大流通股东角度 数据显示，长信基金旗下1只基金位居绿能慧充十大流通股东。长信金利趋势混合A（519994）三季度 新进十大流通股东，持有股数400万股，占流通股的比例为0.78%。根据测算，今日浮盈赚取约160万 元。 长信金利趋势混合A（519994）成立日期2006年4月30日，最新规模40.3亿。今年以来收益30.99%，同 类排名2246/8130；近一年收益31.58%，同类排名2381/8054；成立以来收益686.16%。 长信金利趋势混合A（519994）基金经理为高远。 截至发稿，高远累计任职时间8年331天，现任基金资产总规模60.28亿元，任 ...

Group 1 - The core viewpoint of the news is that Green Energy Hui Charge (绿能慧充) experienced a stock price increase of 5.07%, reaching 8.91 CNY per share, with a trading volume of 204 million CNY and a turnover rate of 4.52%, resulting in a total market capitalization of 6.275 billion CNY [1] - Green Energy Hui Charge is based in Linyi City, Shandong Province, and was established on December 14, 1992, with its listing date on August 17, 1999. The company's main business includes railway dedicated line transportation and new energy charging and storage [1] - The revenue composition of Green Energy Hui Charge is primarily from Green Energy Technology Company (96.47%), followed by Zhongchuang Aviation Company (2.00%) and Green Energy Hui Charge Railway Operation Company (1.52%) [1] Group 2 - Longxin Fund's Longxin Jinli Trend Mixed A (519994) has entered the top ten circulating shareholders of Green Energy Hui Charge, holding 4 million shares, which accounts for 0.78% of the circulating shares. The estimated floating profit today is approximately 1.72 million CNY [2] - Longxin Jinli Trend Mixed A was established on April 30, 2006, with a current scale of 4.03 billion CNY. Year-to-date returns are 36.31%, ranking 2342 out of 8140 in its category; the one-year return is 27.52%, ranking 2596 out of 8056; and since inception, the return is 718.06% [2] Group 3 - The fund manager of Longxin Jinli Trend Mixed A is Gao Yuan, who has been in the position for 8 years and 318 days. The total asset scale of the fund is 6.028 billion CNY, with the best fund return during his tenure being 217.97% and the worst being 20.13% [3]

Group 1 - Green Energy Hui Charge (600212.SH) released its Q3 2025 report on October 31, 2025, indicating that 10 institutional investors disclosed holdings totaling 246 million shares, representing 34.95% of the company's total share capital [1] - The top ten institutional investors include Shenzhen Jinghong Yicheng Industrial Development Co., Ltd., Beihai Jingzhong Investment Co., Ltd., and others, with their combined holding ratio decreasing by 1.13 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Changcheng Industry Rotation Mixed A, increased its holdings by 0.23% compared to the previous period [2] - Two new public funds disclosed this quarter include Changxin Jinli Trend Mixed A and Huashan Cultural and Sports Health Flexible Allocation Mixed A, while 53 public funds were not disclosed compared to the previous quarter [2]

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]

Group 1 - Long光华芯 (688048.SH) reported its Q3 2025 results, with 13 institutional investors holding a total of 98.53 million shares, representing 55.89% of the total share capital [1] - The top ten institutional investors collectively hold 54.35% of the shares, a decrease of 4.37 percentage points compared to the previous quarter [1] - Notable institutional investors include Suzhou Huafeng Investment Center, Suzhou Yinglei Venture Capital, and Changchun Changguang Precision Instrument Group [1] Group 2 - In the public fund sector, one fund, Southern CSI 1000 ETF, increased its holdings, while two new public funds were disclosed, including Xingquan Trend Mixed Fund [2] - A total of 150 public funds were not disclosed in the current period, including notable funds like ICBC Yuanxing Mixed Fund and Huaxia CSI 1000 ETF [2] - The National Social Security Fund 114 Combination reduced its holdings slightly in the current period [2]

Core Viewpoint - Zhimin Da (688636.SH) reported a decline in institutional investor holdings in its third-quarter report for 2025, with a total of 17.68 million shares held by five institutional investors, representing 10.55% of the total share capital, a decrease of 7.30 percentage points from the previous quarter [1] Institutional Holdings - As of October 23, 2025, five institutional investors disclosed holdings in Zhimin Da, totaling 17.68 million shares, which is 10.55% of the company's total share capital [1] - The institutional investor group includes notable entities such as Qiongcheng Zhihui Investment Partnership, Bank of China - GF Small and Medium Cap Selected Mixed Securities Investment Fund, and others [1] - The overall institutional holding percentage decreased by 7.30 percentage points compared to the previous quarter [1] Public Fund Holdings - One public fund, Changxin Jinli Trend Mixed A, increased its holdings during this period, with an increase ratio of 0.21% [1] - A total of 254 public funds did not disclose their holdings in this quarter, including funds like GF Technology Innovation Mixed A and others [1]

Group 1 - Hengtong Optic-Electric (600487.SH) reported its semi-annual results for 2025, with 69 institutional investors holding a total of 844 million shares, representing 34.23% of the company's total equity as of August 25, 2025 [1] - The top ten institutional investors collectively hold 31.98% of Hengtong Optic-Electric's shares, with a 0.51 percentage point increase compared to the previous quarter [1] Group 2 - In the public fund sector, 10 funds increased their holdings, accounting for a 0.34% increase, while 12 funds decreased their holdings, representing a 0.13% decrease [2] - A total of 27 new public funds were disclosed this period, including several focused on high-end manufacturing and environmental themes [2] - Two new insurance investors were disclosed this period, both traditional insurance products from major insurance companies [2]

Core Viewpoint - The article discusses the top 50 actively managed funds held by institutional investors, highlighting their performance, management styles, and the implications of recent management changes on fund sizes and investor confidence [5][7][9]. Group 1: Top Actively Managed Funds by Institutional Holdings - The fund with the highest institutional holdings is Changxin Jinli Trend Mixed A, with an estimated holding amount of approximately 3.9 billion yuan as of May 19 [6][8]. - Huashang Advantage Industry Mixed ranks second, but its size has significantly decreased following the departure of its manager, Zhou Haidong [7]. - The third position is held by ICBC Innovation Power Stock, managed by Yang Xinxin, who focuses on large-cap value stocks and has a strong track record of risk control [7][9]. - The fourth is Taikang Hongshi March Open Mixed, which has a 100% institutional holding ratio, raising concerns about liquidity risk due to potential concentrated redemptions [7]. - The fifth is Huitianfu Quality Value Mixed, with 90.77% of its holdings by institutions, known for its strong risk control and a maximum drawdown of only 11.85% since inception [7][9]. Group 2: Management Styles and Performance - The fund manager of Changxin Jinli Trend Mixed, Gao Yuan, has been managing since September 2018, employing a top-down macro perspective combined with industry comparisons [6][8]. - Yang Xinxin's strategy in ICBC Innovation Power Stock involves a bottom-up selection of undervalued, high-dividend stocks, contributing to its long-term stability [7]. - Fan Yan, who took over the management of Fuguo Steady Growth Mixed A, utilizes a top-down strategy focusing on macroeconomic indicators to select stocks, maintaining a diversified portfolio [8][9]. - The article notes that the institutional holdings from ranks 11 to 50 also reflect strong recognition from institutions, with several renowned fund managers involved [9].

Company Overview - Shangfeng Cement Co., Ltd. is a publicly listed company on the Shenzhen Stock Exchange (stock code: 000672) and is among the top 60 cement groups supported by national industrial structure adjustment policies [1] - The company ranks 16th in cement production capacity within the industry and 14th among listed companies in terms of comprehensive scale strength, while holding the 3rd position in comprehensive competitive strength among key cement enterprises [1] Financial Performance - As of May 12, Shangfeng Cement has experienced a cumulative decline of 3.96% over four consecutive trading days [1] - The Longxin Fund's Longxin Jinli Trend Mixed A fund, one of the top ten shareholders of Shangfeng Cement, has reduced its holdings in the first quarter of this year, with a year-to-date return of -0.62%, ranking 3168 out of 4581 in its category [1][2] Fund Management - The fund manager of Longxin Jinli Trend Mixed A is Gao Yuan, who holds a Ph.D. in Economics from Fudan University and has extensive experience in macroeconomic analysis and securities research [3][4] - Gao Yuan has been managing the Longxin Jinli Trend Mixed A fund since August 2018 and has previously managed other funds, demonstrating a solid track record in fund management [4]