媳妇的美好时代

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

洛丽塔

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Photo: Courtesy of Lvxing Disaster Simulation Training CenterWhat would you do if you were trapped in an underground parking garage that is being flooded?
As heavy rain associated with Typhoon Dolphin continued to affect large parts of China, an increasing number of people were turning to immersive disaster simulations to experience extreme weather scenarios in a controlled environment at the Lvxing Disaster Simulation Training Center in Hangzhou, East China's Zhejiang Province.
At the country's first natural disaster simulation venue, adult participants pay 899 yuan ($133) per person to virtually confront situations such as typhoons, urban flooding and sudden flash floods, to gain a sense of what such emergencies might feel like.
Wang Kuanghan, operator of the training center, told the Global Times that the center is designed to allow people to experience the dangers of natural disasters in a safe and controlled environment, while raising awareness of the need to respect nature and avoid potential risks.
"We hope to pass on the experience we gained from encountering natural disasters during our years of traveling around the world," Wang said. "Beyond teaching people how to respond when natural disasters strike, what is more important is cultivating an awareness of how to avoid risks."
As of July, the center had received more than 70,000 visits this year for hands-on experiences, including tourists as well as companies and professional rescue teams that come for training. The number is higher than the same period in 2025, he noted.
Fu Minya, a Hangzhou-based office worker, told the Global Times that she has heard of the center and would like to give it a try.
"The frequent news reports of natural disasters in recent weeks have reminded people of how small and vulnerable we are in the face of nature's forces," she said.
After Typhoon Dolphin made landfall in China in early August, its remnant impact brought downpours to several provinces. Chinese authorities previously earmarked 80 million yuan to support flood and geological disaster relief efforts in the Central China's Henan and Hubei provinces and East China's Anhui Province, the Xinhua News Agency reported.
The flash flood simulation is one of the most intense experiences the center offers. Participants stand in a simulated river channel as an instructor presses a button, releasing around 500 tons of water from above. Within just three seconds, many participants are knocked off their feet, left tumbling in the rushing water and being swept toward the protective wall at the end of the channel.
"Real flash floods move even faster," said Wang. "When the water rises above knee level, it is almost impossible for an adult to remain standing. Many people instinctively think they should swim to escape, but that can be fatal."
Flash floods carry mud, branches and rocks that can quickly entangle your arms and legs. The right thing to do is to watch for warning signs of an impending flash flood, move away from the riverbank before the flash flood occurs, and quickly evacuate to higher ground on either side, he said.
In another exercise, several participants slog ahead holding each other's arms as the facility simulates winds reaching speeds of up to 165 kilometers per hour, as well as torrential rain.
However, there are concerns that simulated disasters could trivialize the suffering of disaster victims and turn the trauma of real-life disasters into entertainment.
This is a promising new niche in urban cultural tourism, Yu Jinlong, a Beijing-based cultural scholar, told the Global Times on Wednesday.
By striking the right balance between entertainment and public education while strictly adhering to safety protocols, such facilities can become more than just viral check-in destinations; they can serve as a replicable platform for public emergency education, Yu noted.
In the past, disaster-prevention education largely relied on display boards and lectures, which often made it difficult for people to develop an intuitive understanding of the dangers involved, Yu said.
Real-life simulations, by contrast, allow participants to experience firsthand the destructive force of typhoons and flash floods, turning abstract knowledge into tangible memories. This is where such facilities can offer unique social value, making them particularly suitable for educational programs for young people and emergency-response training for businesses and institutions, he said.
The experience can be impactful, but it should not be reduced to a sensationalist spectacle. Only by combining immersive experiences with practical self-rescue training and maintaining strict safety standards can this emerging model continue to serve as a meaningful platform for public disaster-prevention education, Yu noted.
Statistics show that 95 percent of people rescued from natural disasters survive through self-rescue, Wang said. "If you are swept away by water or hit by strong winds here, you will develop a much deeper understanding of how to respond to hazards and protect yourself."
。　　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。

B | 　　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。　　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。　　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。高毅资产二季度增持安琪酵母300万股，持股市值11.40亿元。

C | 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。

D | 　　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。

E | 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。　　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。　　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。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）。