开盘$8.94
昨收$8.93
当日区间$8.91 – $9.17
成交量11.08M
市值$9.50B
市盈率（TTM）15.5
股息率2.94%
股权结构与仓位
谁在持有、谁在做空，以及大资金的流向
机构持股比例79.5%-0.35 个百分点，较上季度
持仓机构数315+4 ，较上季度
内部人近期交易0次买入 / 8次卖出净卖出
空头持仓比例2.10% 占流通股回补天数 2.9 · 截至 15 Oct 2026
卖空成交量占比14.5%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入，近20个交易日
大单买入减卖出的净额（美元）。该窗口期内：−$31.17M（10个净流入日，10个净流出日）。
按单量净流入，近20个交易日
超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。
已披露的前五大股东合计持有37.4%的流通股。
最大股东
按投资者类型
过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从1.94%升至2.10%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| BlackRock | Mutual Fund | 2026/Q3 | +31,145,847 | 3.1% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +6,776,511 | 0.8% |
| Alpine Investment Management Limited | Hedge Fund | 2026/Q3 | +6,160,388 | 1.7% |
| Ruffer LLP | Mutual Fund | 2026/Q3 | +5,724,180 | 0.6% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +4,353,265 | 0.5% |
| Goldman Sachs Asset Management, L.P. | Mutual Fund | 2026/Q3 | +3,806,185 | 0.4% |
| Brilliance Asset Management Limited | Hedge Fund | 2026/Q3 | +3,605,355 | 1.0% |
| First Sentier Investors (Australia) IM Ltd | Mutual Fund | 2026/Q3 | +3,031,705 | 2.2% |
| Schroder Investment Management (Singapore) Ltd. | Mutual Fund | 2026/Q3 | +2,996,591 | 0.7% |
| Janus Henderson Group plc | Mutual Fund | 2026/Q3 | +2,550,198 | 0.4% |
| Invesco Ltd. | Mutual Fund | 2026/Q3 | +2,105,383 | 5.9% |
| Acadian Asset Management LLC | Mutual Fund | 2026/Q3 | +2,022,843 | 0.2% |
| Jupiter Fund Management Plc | Mutual Fund | 2026/Q3 | +2,005,400 | 0.2% |
| HSBC Global Asset Management (UK) Limited | Mutual Fund | 2026/Q3 | +1,942,976 | 0.4% |
| Legal & General Investment Management | Mutual Fund | 2026/Q3 | +1,893,814 | 0.4% |
按报告期列出的机构买卖动态，变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 21 May 2026 | All-Stars Investment Limited | Intent to Sell (Form 144) | -148,000 | $8.82 | – | |
| 17 Mar 2026 | Weidong Ji | Director | Initial Statement of Beneficial | +0 | – | 2,576,355 |
| 17 Mar 2026 | Xin-Zhe Li | Independent Director | Initial Statement of Beneficial | +0 | – | 228,162 |
| 17 Mar 2026 | Hui Zhang | Chairperson & CEO | Initial Statement of Beneficial | +0 | – | 2,100,682,281 |
| 17 Mar 2026 | Guizhen Ma | Chief Cultural Officer, Vice President of Human Resource & Director | Initial Statement of Beneficial | +0 | – | 541,102 |
| 17 Mar 2026 | Langbo Guo | President | Initial Statement of Beneficial | +0 | – | 211,771 |
| 17 Mar 2026 | Chong Cai | Chief Financing & Investment Officer | Initial Statement of Beneficial | +0 | – | 767,980 |
| 17 Mar 2026 | Kai Shen | Chief Public Affairs & Risk Officer | Initial Statement of Beneficial | +0 | – | 93,777 |
| 20 Nov 2024 | All-Stars Investment Limited | Intent to Sell (Form 144) | -1,500,000 | $9.84 | – | |
| 27 May 2024 | Snp China Enterprises Limited | Intent to Sell (Form 144) | -11,126,360 | $9.00 | – | |
| 23 May 2024 | Snp China Enterprises Limited | Intent to Sell (Form 144) | -9,764,464 | $8.89 | – | |
| 22 May 2024 | Snp China Enterprises Limited | Intent to Sell (Form 144) | -4,068,617 | $8.94 | – | |
| 22 May 2024 | Chong Cai | Chief Financing & Investment Officer | Intent to Sell (Form 144) | -550,000 | $9.41 | – |
| 29 Nov 2023 | Guizhen Ma | Chief Cultural Officer, Vice President of Human Resource & Director | Intent to Sell (Form 144) | -1,000,000 | $7.52 | – |
| 28 Nov 2023 | Zhenghong Wang | Former Chief Customer Officer | Intent to Sell (Form 144) | -700,000 | $7.44 | – |
数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。
空头持仓（按报告期）
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 21,808,344 | 2.1% | 2.9 |
| 30 Sep 2026 | 19,835,749 | 1.9% | 3.3 |
| 15 Sep 2026 | 20,086,179 | 1.9% | 3.9 |
| 31 Aug 2026 | 23,562,878 | 2.3% | 2.6 |
| 14 Aug 2026 | 19,942,184 | 1.9% | 3.5 |
| 31 Jul 2026 | 20,147,894 | 1.9% | 3.0 |
暂无评论——快来第一个聊聊 YMM。