2025年国庆前CCASS股东持股变化分析
20251002 vs 20250930 – 前30大股东变化及中外资本操作差异
110
分析股东总数
52
增持股东数
58
减持股东数
0
净变化股数
🇺🇸 外资机构
-759,270
净变化
30
机构数
12
增持
18
减持
🇨🇳 中资机构
-1,452,988
净变化
18
机构数
8
增持
10
减持
🌍 其他机构
+2,212,258
净变化
62
机构数
32
增持
30
减持
📊 中外资本操作差异分析
外资机构操作特点: 净减持 759,270股，以减持为主。
中资机构操作特点: 净减持 1,452,988股，以减持为主。
市场情绪: 整体持仓基本稳定，中外资本操作方向一致。
国庆前操作: 外资谨慎，中资谨慎，反映出中外资本对后市均持谨慎态度。
前30大持股变化股东排名
| 排名 | 股东名称 | 参与者ID | 20250930持股 | 20251002持股 | 变化股数 | 资本类型 |
|---|---|---|---|---|---|---|
| 1 | ABN AMRO CLEARING HONG KONG LTD | B01555 | 74,119 | 2,112,007 | +2,037,888 | 其他 |
| 2 | CITIBANK N.A. | C00010 | 481,172,176 | 479,956,686 | -1,215,490 | 外资 |
| 3 | CMB INTERNATIONAL SECURITIES LTD | B01901 | 4,083,500 | 3,052,700 | -1,030,800 | 中资 |
| 4 | UBS SECURITIES HONG KONG LTD | B01161 | 10,860,820 | 9,904,910 | -955,910 | 外资 |
| 5 | J.P. MORGAN BROKING (HONG KONG) LTD | B01110 | 0 | 944,000 | +944,000 | 外资 |
| 6 | MORGAN STANLEY HONG KONG SECURITIES LTD | B01274 | 10,797,953 | 11,507,165 | +709,212 | 外资 |
| 7 | THE HONGKONG AND SHANGHAI BANKING | C00019 | 343,174,815 | 343,740,455 | +565,640 | 外资 |
| 8 | MERRILL LYNCH FAR EAST LTD | B01224 | 951,526 | 423,462 | -528,064 | 外资 |
| 9 | BNP PARIBAS | C00093 | 11,086,622 | 10,715,064 | -371,558 | 外资 |
| 10 | CHINA SECURITIES DEPOSITORY AND CLEARING | A00003 | 152,020,001 | 151,702,701 | -317,300 | 中资 |
| 11 | GOLDMAN SACHS (ASIA) SECURITIES LTD | B01451 | 5,667,425 | 5,490,657 | -176,768 | 外资 |
| 12 | STANDARD CHARTERED BANK (HONG KONG) LTD | C00039 | 10,441,285 | 10,602,207 | +160,922 | 外资 |
| 13 | GOLDEN EAGLE BROKERAGE LTD | B02163 | 362,000 | 513,400 | +151,400 | 其他 |
| 14 | INTERACTIVE BROKERS HONG KONG LTD | B01590 | 2,944,827 | 3,066,827 | +122,000 | 外资 |
| 15 | FUTU SECURITIES INTERNATIONAL | B01955 | 9,626,593 | 9,741,696 | +115,103 | 其他 |
| 16 | CHINA SECURITIES DEPOSITORY AND CLEARING | A00004 | 198,453,087 | 198,359,132 | -93,955 | 中资 |
| 17 | CHINA INTERNATIONAL CAPITAL CORPORATION | B01654 | 282,500 | 226,700 | -55,800 | 其他 |
| 18 | BOCI SECURITIES LTD | B01130 | 2,855,732 | 2,804,832 | -50,900 | 中资 |
| 19 | HANG SENG SECURITIES LTD | B01284 | 577,841 | 527,841 | -50,000 | 其他 |
| 20 | HAITONG INTERNATIONAL SECURITIES CO LTD | B01143 | 428,800 | 478,800 | +50,000 | 中资 |
| 21 | ORIENT SECURITIES (HONG KONG) LTD | B01900 | 236,400 | 192,100 | -44,300 | 中资 |
| 22 | BANK OF CHINA (HONG KONG) LTD | C00033 | 7,263,693 | 7,221,193 | -42,500 | 外资 |
| 23 | SOCIETE GENERALE | C00111 | 349,582 | 388,728 | +39,146 | 外资 |
| 24 | LONG BRIDGE HK LTD | B02195 | 1,473,866 | 1,504,356 | +30,490 | 其他 |
| 25 | CSC SECURITIES (HK) LTD | B01601 | 30,700 | 2,400 | -28,300 | 其他 |
| 26 | CLSA LTD | B01138 | 12,860 | 32,377 | +19,517 | 其他 |
| 27 | CHINA MINSHENG BANKING CORP., LTD. | C00108 | 0 | 18,000 | +18,000 | 外资 |
| 28 | CHINA INDUSTRIAL SECURITIES | B01938 | 390,400 | 406,500 | +16,100 | 中资 |
| 29 | VALUABLE CAPITAL LTD | B01904 | 182,224 | 167,424 | -14,800 | 其他 |
| 30 | PHILLIP SECURITIES (HONG KONG) LTD | B01345 | 810,899 | 823,299 | +12,400 | 其他 |