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持仓曝光！十大牛散最新调仓动向梳理_我的网站

一 |     　　随着A股2026年中报陆续披露，上市公司的前十大股东数据得以揭晓，不少知名牛散的持股动向也随之曝光。

二 | 　　依据东方财富Choice数据，我们梳理了十位知名牛散二季度动向（不排除重名可能性，数据截至8月25日18时）。　　章建平（章盟主）二季度新进成为杭电股份第三大股东，持股2432.45万股，占总股本比3.52%；同时新进成为中际旭创第九大股东，持股593.48万股，占比0.53%。　　按6月30日收盘价计算，持股杭电股份12.13亿元，持股中际旭创75.37亿元，合计持仓85.50亿元。

三 | 不过7月初至今两只股票均经历了较大跌幅，其持股市值也将有所变动。    Reports that Donald Trump may formally announce his intention to run again in 2024 as soon as some time later this month carry with them both risks and opportunities, conservative commentators and GOP donors have told Sputnik.,On Friday, The New York Times reported that the former president could announce a bid for reelection in the near future to preempt the January 6 Committee’s investigation and possible recommendations of criminal charges against him, and to steal the limelight from potential contenders, chief among them Florida Governor Ron DeSantis.,“I think if Trump announced his candidacy now, he would take some of the pressure off of the January 6 hearings…put his opponents on notice and get a very large head start,” Dan Eberhart, an Arizona-based oil executive and major GOP donor, says.,The January 6 hearings, which Trump has decried as a partisan “witch hunt” aimed at stopping him in 2024 after two failed impeachments and the collapse of the Russiagate probe, are nevertheless “damaging to Trump’s reputation,” and could “persuade centrists not to vote for him,” Eberhart thinks.,Trump Blasts January 6 Probe as Attempt to Keep Him From Seeking Reelection in 202414 June, 00:04 GMT,“The January 6 Select Committee is a political charade, the goal of which has already been determined,” Marc Little, a conservative political commentator, pastor, and California-based lawyer, says of the House investigation.,“The FBI reported there is no connection between the breach of the Capitol and President Trump. Accordingly, this partisan committee was formed with the sole intent [of being] a ‘third’ impeachment hearing against a man who proved them to be ineffective, useless politicians... Trump is a threat to the Establishment’s agenda to undermine America’s founding principles and the scam they have all played on the American people,” Little said.,Eberhart urges the Trump team to be cautious, saying an announcement too early could prove a “distraction for Republicans” campaigning in the midterms, hamper Trump’s fundraising opportunities, and tighten Federal Election Commission finance reporting requirements.,The donor recognizes, however, that an early announcement would also rally Trump's base, and “allow him to amass all the campaign consultants and political operatives he needs to keep those away from his opponents somewhat, principally Governor DeSantis”.,“I think Trump is always trying to stay in the news and be relevant. But I think that if he announces too hurriedly, it will actually limit his chances to be reelected and distract voters from the midterm elections, which are really more important for the Republicans right now,” Eberhart stresses.,Mr. Little isn’t as worried, suggesting that “to the most discerning eyes,” Trump “is already running,” and if he makes a formal announcement, it could "preempt" “the soon-to-be [released] bogus findings of the January 6 Select Committee, who doesn’t seem discouraged by using hearsay and fabricated testimony to make its case against the former president.”,Little is confident that an early announcement on Trump’s part would have “no impact on” the coming red wave in the 2022 midterms, given that “the domestic and international failures of the Biden administration” have become “too great for the Democrats to overcome.”,Donald Trump Could Be One of ‘Multiple Criminal Referrals’ by January 6 Committee, Cheney SaysYesterday, 07:54 GMT,Furthermore, Little says, an early announcement could undermine the January 6 Committee’s possible push for criminal charges against the ex-president, particularly “if the [Department of Justice’s] tradition of not indicting a presidential candidate applies to former president Trump as it did to former secretary of state Hillary Clinton.”,In the summer of 2016, the DoJ closed its criminal probe into Mrs. Clinton over her potentially illegal use of a private server during her tenure as Barack Obama’s secretary of state, with the FBI similarly recommending no criminal charges and slapping Mrs. Clinton on the wrist by accusing her of being “extremely careless” by using the server. The FBI reopened its probe after discovering new emails in October 2016, but no criminal charges were issues. In 2019, a State Department probe concluded that 38 people were “culpable” of mishandling classified information by sending it to Clinton’s server, but no punishments were meted out.,“It is important for the former president to use his clout to strengthen the party and its chances to regain a majority in both the House and Senate,” Little believes. “Trump has extraordinary support among Americans. His support wanes among politicians in his own party and among the big donor class who prefer a statesman and an even-tempered leader. Those who hold such thoughts and desires don’t fully appreciate the signs of the times and the intentional rot of American exceptionalism by the left in America and by those abroad. President Trump is the only proven obstacle to these pernicious forces,” the observer concludes.,President Biden’s approval ratings have hit unprecedented lows comparable only to those of George W. Bush in recent weeks amid growing concerns about inflation, food and gas prices, international crises, and recession fears.,With Biden’s Approval Rating Tanking, Most Americans Don’t Want POTUS to Run in 2024, Polls Show1 July, 20:27 GMT,Last week, a Harvard CAPS-Harris Poll survey found that some 71 percent of Americans don’t want Biden to seek a second term, citing his record and age. The same poll found that 61 percent don’t want to see Trump attempt a return to the White House in 2024, with critics characterizing him as "too erratic", divisive, or responsible for the January 6, 2021 Capitol mayhem.,Last month, a Yahoo News/YouGov poll found that Trump had secured a slim lead over Biden in a hypothetical 2024 matchup, with 44 percent of registered voters ready to cast their ballots for the business mogul compared with 42 percent who said they would vote for Biden against Trump.。　　此外，章建平二季度还退出多只个股前十大股东，包括东材科技、北方稀土、西部材料和四川黄金。　　葛卫东目前仍在坚守兆易创新和江淮汽车，分别持有1644.67万股和3049.35万股，占比2.34%和1.35%，为第四大股东和第五大股东。其中江淮汽车持股不变，兆易创新较一季度末的2.32%微增0.02%。　　与此同时，常与葛卫东同时出现的王萍也是兆易创新的第七大股东，江淮汽车的第六大股东，持股860.59万股和2475.61万股，占比1.23%和1.13%。　　二人合计持股2505.26万股兆易创新和5524.96万股江淮汽车，按6月30日收盘价计算，持股市值分别为204.18亿元和14.27亿元。　　此外，二季度王萍还新进成为三家公司前十大股东，分别是禾望电气、英维克和中材科技，同时退出了优刻得前十大股东。

四 | 　　其他牛散方面，付小铜新进2家；钟格新进4家，退出1家；刘鑫新进3家；赵建平新进2家；张素芬新进1家；夏重阳新进2家，整体有不少调仓动作。

五 | 　　后续随着中报继续披露，更多调仓动作将曝光。（文章来源：东方财富研究中心）。

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Published on:00:55:47