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  证券时报·e公司记者注意到,成都一家民营教培机构突然在A股市场上崛起。其在多只股票中现身,持股市值体量不小。

  大举炒股的教培机构

  福达合金4月25日晚间发布的2024年年报显示,成都勤学善思教育科技有限公司(下称“勤学善思”)新进成为公司第8大股东,期末持股122.48万股,持股比例为0.90%。若勤学善思未减持,其上述持股市值约1844.55万元。

  在雪祺电气4月24日晚间发布的2025年第一季度报告中,勤学善思也现身了。截至一季度末,勤学善思持股302.63万股,持股比例为1.65%,系公司第9大股东。目前这笔股权市值约3743.53万元。

  仅这两只股票,勤学善思的合计持股市值便超过5500万元。

  记者梳理发现,勤学善思最早公开现身于安旭生物(688075)2022年三季报,报告期末持股8.2万股,系第8大流通股东。此后,勤学善思一度对安旭生物进行了持续增持。到去年第一季度末,勤学善思持股增至179.96万股。而截至去年9月末,该公司仍持有安旭生物股票166.72万股,持股比例为1.31%。按照上市公司当前的股价估算,这笔股权市值约6116.96万元。

  其还在2022年第四季度增持好上好,截至当年年底持股16.7万股,系第9大流通股东;但很快又在2023年第一季度减持退出。

  此外,勤学善思曾在2024年第三季度增持成为美邦股份第十大股东(期末持股82.49万股)。美邦股份4月25日晚间发布的2024年年报显示,勤学善思已经撤退。

  企查查显示,勤学善思成立于2020年1月,注册资本100万元,实缴资本90万元。谢波、何苗分别持有该公司75%、25%股权。

  据智联招聘上发布的信息,勤学善思以小初高文化课培训为主业。公司正大举招聘课程顾问,语文、数学、英语、物理、化学等初高中教师、班主任等。成都理工大学学生就业指导与服务中心上的信息显示,勤学善思在成都的各区名校附近设立了20多所分校,公司在职员工已逾1700人。

  从一些招聘信息来看,勤学善思给出的待遇较为可观。其曾以“无责保底4000元+课时费80—220元每小时+岗位薪资+职级薪资+激励奖金”的待遇招英语教师。据称平均月薪有6000元至1万元,而且是双休。

  记者4月26日实地探访公司注册地发现,这里是成都高新区管委会的办公楼。物业人员表示,整栋楼都是管委会相关部门办公,没有其他企业,也没有6栋,只有ABCD栋。他猜测企业只是注册在这里,实际办公地址在其他地方。

  公司注册地址所在地

  从企查查来看,勤学善思控股股东谢波是教培行业的资深人士。除了勤学善思外,谢波名下还有诸多艺术培训、课外培训公司。

  记者26日曾致电谢波,他表示不接受采访。

  A股中特别的炒股主体

  A股历史上曾出现过幼儿园、小学、医院等特别的炒股主体。

  2016年第三季度,珠海市香洲区建才幼儿园以262.21万股的持股,新进成为原*ST江化第6大流通股东。同年第四季度,其减持退出公司前十大流通股东名单。

  九鼎投资2023年年报显示,曲靖市麒麟区阳光花园阳光幼儿园(下称“阳光幼儿园”)以持有139.38万股成为公司第七大股东。有媒体估算阳光幼儿园的增持总额上千万元。在九鼎投资2024年一季报中,阳光幼儿园未再现身。

  很多年前,上虞市华维文澜小学曾是物产中大、郑州煤电的股东。石家庄市休门小学校办工厂曾是创维数字的股东;无锡大桥实验中学曾是三毛派神(现为甘咨询)、*ST广夏(现为西部创业)的股东。

  2018年,成都关怀医院频繁参与新股网下申购。除了打新外,该医院还曾成为格力地产(维权)、长江传媒前10大股东。根据当时的打新政策,成都关怀医院同时参与沪深股市打新至少需要合计配置1.2亿元(含)以上市值的股票。彼时,医院负责人曾对媒体表示,股票账户是其个人在操作,资金来源于原始积累及融资等。

  华夏时报(www.chinatimes.net.cn)记者张玫王兆寰北京报道

  全球关税纠纷重创资本市场,基金行业遭遇“黑天鹅”。

  半个月前,美国总统特朗普再次点燃全球贸易战火,宣布对多国商品加征高额关税,引发华尔街股债汇市场剧烈震荡。

  这场“关税风暴”迅速波及中国资本市场,A股在清明节后经历深度调整。数据显示,截至4月23日,近一个月上证指数累计下跌8.3%,创业板指跌幅达12.7%。

  在此背景下,公募基金尤其是主动管理的股票型和混合型基金业绩分化显著,部分基金公司因重仓科技、半导体等受冲击板块,成为贸易战下的“重灾区”。

  股票型基金:国寿安保领跌

  根据济安金信基金评价中心数据,在股票型基金中,国寿安保基金管理有限公司以旗下6只产品跌幅超12%的表现成为最大输家。

  近一个月跌幅前20的股票型基金中,国寿安保独占6席,跌幅区间为12.66%至18.48%。

  其中,撒伟旭管理的国寿安保新材料股票发起式C以18.48%的跌幅位居榜首,其A类份额紧随其后,跌幅18.44%,位列第二。此外,跌幅第七的是余罡管理的国寿安保先进制造股票发起式C,跌15.11%;跌幅第八的是国寿安保先进制造股票发起式A,跌幅为15.07%;祁善斌与撒伟旭共同管理的国寿安保成长优选股票C,跌幅为14.56%,国寿安保成长优选股票A,跌幅为14.55%,位列跌幅第十一、第十二名。

  除此之外,太平行业优选A/C、汇丰晋信低碳先锋股票A/C以及东吴双三角股票A/C等多只基金产品同样位列跌幅榜前列。

  《华夏时报》记者4月24日向国寿安保基金等发送采访函,截至发稿未收到回复。

  科技类基金最受牵连,医药类基金涨幅领先

  根据最新披露的股票型基金近1个月公司整体跌幅榜单,中银国际证券以15.7%的跌幅领跌资管机构,鑫元基金以14.74%的跌幅紧随其后,同泰基金、易米基金等机构产品分别录得14.16%和13.98%的显著回撤。

图片来自济安金信基金评价中心

  值得注意的是,国寿安保基金管理有限公司旗下的股票型基金整体下跌幅度达13.61%。与此同时,财通基金管理有限公司、东吴基金管理有限公司及兴业基金管理有限公司旗下股票型基金分别录得12.39%、11.83%和11.67%的跌幅。此外,宏利基金管理有限公司与太平基金管理有限公司旗下股票型基金亦分别出现11.6%和11.54%的下跌,双双进入跌幅榜单前列。

  在股票型基金领域,科技与制造业主题基金成为本轮市场调整的重灾区。然而,与科技板块形成鲜明对比的是,医药主题产品成为这一阶段的“避风港”。

  中银大健康股票A/C、东方红医疗升级股票发起A/C等10只医药相关基金强势领跑近1个月涨幅榜。

  其中,富国基金表现尤为亮眼,旗下富国医药成长30股票、富国医药创新股票A/C等3只产品同时跻身前二十名,成为本轮市场动荡中的最大赢家。

  值得关注的是,嘉实互融精选股票A/C作为榜单中唯一非医药主题基金,以13.28%的涨幅位列第14位。

  济安金信基金评价中心主任王铁牛对《华夏时报》记者表示,美国对华加征高关税推升出口企业成本,导致相关上市公司盈利预期下调,重仓此类板块的混合型基金净值大幅回撤。例如,科技股行业普跌,内需驱动型行业受益,消费、基建、医疗等板块受政策刺激预期支撑。市场不确定性增加,推动资金流向更安全的资产。比如短期债券基金以及黄金和贵金属商品基金连续受到资金青睐。

  混合型基金:东吴、德邦、安联深陷泥潭

  混合型基金呈现深度调整态势。近1个月跌幅前20的产品中,16只产品跌幅超过18%,其中东吴基金与德邦基金成为“重灾区”。

  东吴基金成为唯一同时登上股票型和混合型基金跌幅榜的公司,旗下东吴阿尔法混合C/A以超20%的亏损位列混合型基金跌幅榜首,东吴新经济混合C/A也跌超16%。

  德邦基金则以6只产品上榜混合型跌幅前20,包括德邦科技创新一年定开混合、德邦鑫星价值等,主要因重仓半导体产业(如寒武纪、海光信息等)遭遇行业普跌。

  从基金公司维度看,有外资背景的安联基金以19.66%的整体跌幅成为混合型基金亏损王,其重仓股聚和材料、青岛啤酒等受贸易政策影响显著回调。先锋基金(15.7%)和汇百川基金(14.96%)分列二、三位,形成行业亏损第一梯队。

图片来自济安金信基金评价中心

  责任编辑:麻晓超主编:夏申茶

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