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持仓曝光！十大牛散最新调仓动向梳理_我的网站

A |     　　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。　　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%。

B |     British Prime Minister Boris Johnson is fighting for his political life but his opponents have few options for replacing him — so say two senior academics.,Calls for Johnson to go have reached fever pitch since Chris Pincher, the Conservative MP he appointed as deputy chief whip in February, was sacked for drunkenly groping two men at a posh private members' club in London.,This week it emerged that Johnson had been informed of earlier sexual assault claims against Pincher before he promoted him — leaving cabinet colleagues were embarrassed at having to defend the ever-changing official line.,Laura McAllister, professor of public policy at the Wales Governance Centre, told Sputnik nobody should take Johnson's political demise for granted.,"He survived so much in a way that few other politicians have ever managed to, particularly those in senior public office and prime minister," McAllister says. "He operates by a completely different set of rules and principles and ethics, which we would assume would be his undoing, but actually in reality he seems to have been able to ride the storm".,The academic points to Johnson's survival of the scandals around his advisor Dominic Cummings, 'Partygate', his handling of the COVID-19 pandemic before the Pincher affair. But she conceded that the spate of ministerial resignations led by Sajid Javid as health secretary and Rishi Sunak as chancellor of the exchequer were "hugely significant.","Two Cabinet members who sat in Cabinet yesterday morning had resigned without warning by the evening," the professor stresses "I think it's also fair to say that both of those individuals are thinking about their own potential bids to stand as the next leader of the Conservative Party and therefore timing is very much predicated on that.",McAllister says things have changed since the days of Margaret Thatcher, who resigned in 1990 after failing to win a leadership challenge by an overwhelming margin.,"[T]here was a much stronger Cabinet code, a ministerial code that was upheld broadly, or if it wasn't upheld, then there were consequences," she says "That's not the case now, and it seems very likely that Johnson will not resign of his own accord.","He still has a base of support, of course, even though that’s dwindling away now," she adds.,The academic also doubts that a general election would break the political deadlock.,"Whilst Labour are a few percentage points ahead, they clearly aren’t making sufficient headway to be confident of winning a majority," McAllister says. "The best they could hope for in the current polling would be a minority government and potentially having to seek coalition partners".,Those could include the Liberal Democrats and the Scottish National Party (SNP), who would demand a repeat of the 2014 independence referendum as the price of their support. Ironically, independence for Scotland and its 59 parliamentary seats would shore up the Conservative majority in Westminster and make Labour nigh on unelectable.,"[Labour leader] Keir Starmer has already ruled out any deals with the SNP for obvious constitutional reasons, and therefore with Plaid Cymru in Wales," she points out, "So it seems unlikely that that route to power is open".,McAllister believes a new Tory leader would at least enjoy a "honeymoon period" bounce in the polls.,"And who knows, were Johnson to be defenestrated, it might be that a new leader might choose to capitalize on the honeymoon period and call an earlier election," she speculates.,Beleaguered BoJo Battles With Opposition at Weekly PM's Questions12:52 GMT,No 'Coup', But Then Who?,Mark Garnett, a politics professor at Lancaster University and author of the books "The British Prime Minister in an Age of Upheaval" and "From Anger to Apathy: The British Experience" thinks Johnson has no hope of survival. But he does not see how the party can push the PM out if he refuses to jump.,He says Javid and Sunak's resignations are "serious blows" to Johnson, but they are only "symptoms of a more general crisis of leadership".,"Johnson has been involved in too many incidents which raise questions about his personal integrity," Garnett says, with ministers told to defend the PM against allegations that turned out to be true. "In effect, they have been asked to lie in public on his behalf. Their patience has finally snapped.",But the professor does not see the near simultaneous resignations as a "coup", stressing: "The most surprising thing is that ministers have tolerated Johnson for so long".,While Sunak was seen as the favorite to succeed Johnson just six months ago "he is being held at least partly responsible for the country's economic problems and his chances of becoming prime minister are now very remote," Garnett says. "Sajid Javid's chances are greater, but Conservative members (who make the final decision) seem more attracted to the Defence Secretary, Ben Wallace, who has not resigned.",The academic believes MPs are worried that Johnson is now an "electoral liability" who could cost them their seats at the next general election. "The party has just lost two by-elections in crucial seats, and the main reason given by those who voted against them was Boris Johnson's leadership," he stresses.,But the problem of how to remove Johnson from office if he will not quit remains.,"Currently the party's rules make it impossible to hold a vote of confidence for another year," Garnett points out. "It is very likely that those rules will be changed within the next ten days". But he believes if a vote could be held now, "Johnson would certainly lose and be forced to resign".。　　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。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。　　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。　　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。

C | 　　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）。

D |

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