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半年报密集披露，长线资金调仓轨迹浮现_我的网站

A |     (ECNS) -- Handmade intangible cultural heritage crafts such as cloisonne are becoming popular wedding gifts among young Chinese, particularly around the Qixi Festival, or Chinese Valentine's day.    In Shijiazhuang, Hebei Province, workshops reported rising numbers of customers aged 20 to 35 creating personalized gifts including cloisonné plates, motherofpearl inlay and incense.    Cloisonne inheritor Huang Wenhai said the painstaking process symbolizes how marriage is built through patience and adjustment. Experts noted the trend reflects shifting aesthetics toward personalization and sincerity, while also helping preserve traditional culture by bringing heritage crafts into everyday life.    (By Intern Lin Qiaochu, Zhang Dongfang)                    。    随着A股上市公司2026年半年报披露进入高峰期，社保、保险、合格境外机构投资者（QFII）等长线资金的持仓动向逐渐浮出水面。已披露的上市公司半年报数据显示，半导体、电子设备等赛道获持续加码，长线资金用真金白银为中国经济转型升级投出“信任票”。分析人士认为，随着制度堵点逐步打通、考核机制向中长期转型，A股资金结构有望持续优化，“长钱长投”的良性生态渐行渐近。（中国证券报）。

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