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27家百亿私募重仓股揭晓！新进29只个股 减持7只_我的网站

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    A farmer harvests green beans at a vegetable production base in Yantai, East China's Shandong Province, on August 21, 2024. Photo: VCGA viral internet joke about eating raw green beans for weight loss has recently put the humble vegetable in the spotlight. After news reports that a guy lost weight following food poisoning caused by undercooked beans, Chinese netizens jokingly dubbed them a "forbidden weight-loss hack." Others took the joke even further, asking — tongue firmly in cheek — exactly how undercooked the beans needed to be to achieve the "best weight loss effect."
For residents of East China's Shandong Province, however, green beans have never been a miracle diet food or an internet meme. Instead, they are an unmistakable sign that summer has arrived — and, for many families, the beginning of weeks of eating them, giving them away and wondering how on earth there are still more waiting to be picked.
The season of endless beans 
For Zhao Qian, a Shandong native, summer has always had a familiar color: green.
"When I was little, the moment different bean dishes started appearing on the table day after day, I knew summer had arrived," Zhao told the Global Times. "No matter how many we ate, there were always more. It was as if the vines kept producing beans overnight."
A Chinese saying goes, "Eating beans in summer is better than eating meat." Heat-loving green beans have been cultivated in China for more than one thousand years. Originally introduced from abroad, they gradually found a permanent place on Chinese dining tables thanks to their versatility, nutritional value and ability to fill hungry stomachs, according to an article published by People.cn.
Today, with the rise of greenhouse farming and an increasingly sophisticated cold-chain logistics network, fresh vegetables are available year-round across China. The old rule of eating produce only in season has largely given way to year-round abundance. Yet in Shandong, China's largest vegetable-producing province, green beans remain inseparable from summer. More than an endless seasonal harvest, they have become the taste of home for generations of locals.
One of Zhao's strongest childhood memories wasn't eating the beans, but preparing them. 
"Every summer, the adults would hand me a basin full of freshly picked beans and ask me to strip off the tough strings along both sides," she recalled. "I'd sit on a little stool and work through the whole pile. It looked like an easy job, but after peeling bean after bean, my fingertips would start to hurt. By the time I finished one basin, there was always another one waiting."
For many families in Shandong, summer means an endless cycle of picking, eating and sharing green beans. In vegetable gardens, rows of trellises are soon covered in climbing vines. When the peak harvest season arrives, the beans need to be picked almost every day before they become old and fibrous. Those that cannot be finished at home are packed into bags and given to relatives, neighbors and friends.
"Your family has beans, and so does mine, but we still give them to each other," Cao Yu, a Shandong native who grew up on the Jiaodong Peninsula in East China, told the Global Times on Wednesday with a laugh. 
A plentiful harvest also brings what locals jokingly call "bean freedom" to the dinner table. Sesame-dressed beans, braised beans with pork ribs and, above all, bean-filled steamed buns — a dish mentioned by almost every Shandong native interviewed by the Global Times. For many people, these dishes are no longer simply seasonal food, but the familiar taste of summer, family and hometown.
The hands that harvest summer 
Behind the seemingly endless harvest is another busy summer ritual — picking. For many elderly farmers, harvesting green beans means spending hours each day moving from one trellis to another, reaching through dense vines and picking bean after bean by hand.
A nail salon in Jining, Shandong Province, recently went viral after offering free "bean-picking manicures" to residents aged 60 and above. Instead of fashionable designs or glittering decorations, the salon applies thicker, longer nail extensions that make it easier to pinch and snap off the beans while protecting fingertips from pain. A coat of colored polish is added simply to help conceal stains left by vegetable sap, according to video clips circulating on Chinese social media platforms Douyin and Sina Weibo. 
The salon owner, herself the daughter of farmers, said thumb injuries and damaged fingernails are common during the bean-picking process. In videos posted on her Douyin account, many elderly women said the manicures made picking beans much easier. Even more amusingly, some older men initially refused to get a manicure, only to change their minds after hearing enthusiastic recommendations from the "grandmas' group."
For perhaps the first time, beauty took a back seat to practicality, and a manicure became another way of caring for hardworking hands.
While the internet continues to joke about undercooked beans as a shortcut to weight loss, doctors stress there is nothing amusing about eating them raw. Liang Jiajing, a clinical nutritionist at the Second Affiliated Hospital of Anhui Medical University, said raw or undercooked beans contain naturally occurring toxins that can cause nausea, vomiting, abdominal pain and diarrhea, but the toxins are destroyed through thorough cooking, according to a Jimu News report. 
The internet may remember green beans as the latest viral "weight-loss hack." In Shandong, however, they tell very different stories — one of overflowing harvests, bags of beans exchanged between neighbors, family recipes passed down through generations, and hardworking hands that quietly bring the harvest to the table. Long after the online jokes fade, the taste of summer — and of home — remains.
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B |     　　随着上市公司半年报的密集披露，越来越多百亿私募重仓股浮出水面。　　据三方机构统计，截至2026年8月21日，已有27家百亿私募出现在50家已披露半年报的上市公司前十大流通股东名单中，合计持股市值达264.12亿元。　　从调仓动向来看，百亿私募二季度持仓变化较大，其中新进29只个股，增持5只，另有9只个股持股数量不变，减持个股7只。（备注：同一家上市公司被多家私募持仓时，在统计中会被重复计算）　　这些个股被百亿私募买入　　私募排排网统计显示，从个股层面来看，鸿仕达、宏裕包材、海康威视均获得不少于2家百亿私募重仓。　　其中鸿仕达吸引到聚鸣投资、上海歌汝私募和南土资产3家百亿私募重仓，持股市值分别为2.48亿元、2.35亿元和1.27亿元，而且均为二季度新进。　　宏裕包材吸引到千宜投资和佳期私募2家百亿私募重仓，持股市值分别为270.76万元和288.41万元，同样均为二季度新进。　　海康威视被高毅资产和重阳战略2家百亿私募重仓，持股市值分别为38.65亿元和38.72亿元，但持仓态度则截然不同，重阳战略二季度对海康威视进行了增持，增持数量为786.71万股，高毅资产则对海康威视进行了减持，减持数量为8700万股。　　重仓机械设备行业　　从行业层面来看，百亿私募重仓机械设备行业个股数量最多，包括大族激光、鸿仕达、优利德、中泰股份、*ST冀凯、卓兆点胶、达意隆、*ST威领，其中鸿仕达更是获得3家百亿私募重仓。

C | 　　其次是汽车行业，该行业有宇通客车、云意电气、华密新材、信质集团、华阳集团5只个股获得百亿私募重仓。

D | 　　再次是电子和交通运输，均有4只个股获得百亿私募重仓，其中电子行业个股包括传音控股、则成电子、乐鑫科技、芯朋微。交通运输行业个股包括中原高速、东莞控股、海通发展、大秦铁路。　　高毅资产旗下产品出现在海康威视、安琪酵母、传音控股和北新建材4家已披露半年报的上市公司前十大流通股东名单中，合计持股市值62.85亿元，其中高毅资产持有海康威视市值38.65亿元，成为第一大重仓股。

E | 高毅资产二季度增持安琪酵母300万股，持股市值11.40亿元。传音控股和北新建材为高毅资产二季度新进个股，持股数量分别为1750万股和1372.19万股。　　百亿私募重阳战略和重阳投资同属同一实控人，其中重阳战略二季度增持海康威视786.71万股，持股市值为38.72亿元。重阳投资旗下产品二季度进入到福元医药、海通发展、华阳集团3家已披露半年报的上市公司前十大流通股东名单中，其中福元医药和海通发展二季度获得重阳投资增持，增持数量分别为269.79万股和127.62万股，增持后的持股市值依次为1.27亿元和0.81亿元，另外重阳投资二季度减持华阳集团14.57万股，减持后的持股市值为0.52亿元。　　险资背景百亿私募国丰兴华（北京）私募和泰康稳行（武汉）私募二季度重仓股揭晓。其中国丰兴华（北京）私募二季度重仓持有贵州茅台、中国电信和大秦铁路，持股市值分别为48.30亿元、39.53亿元和13.76亿元，持股数量均较一季度维持不变。泰康稳行（武汉）私募二季度重仓持有分众传媒和宇通客车，持股市值依次为3.82亿元和3.43亿元，而且均为二季度新进。

F | 　　股票私募仓位维持高位　　股票私募仓位近期持续运行在年内高位。私募排排网数据显示，截至2026年8月14日，股票私募仓位指数已达83.97%，较上周微升0.09个百分点。尤为值得关注的是，这已是该指数连续第7周稳定在83%以上的年内高水位，显示出私募整体持股意愿强烈。

G | 　　大规模私募仓位再创年内新高。私募排排网数据显示，截至2026年8月14日，大规模、中规模和小规模私募的仓位指数分别为88.56%、83.96%和82.63%。其中，大规模私募仓位大幅加仓1.24个百分点，再度刷新年内新高，加仓力度尤为突出。

H | 相比之下，中小规模私募虽然整体仓位仍处于年内偏高水位，但较7月已出现较为明显的减仓操作，显示出不同规模私募之间的调仓方向已明显分化。（文章来源：券商中国）。

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Published on:08:42:00