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超级牛散新动向：章建平新进中际旭创 退出四川黄金、北方稀土 葛卫东坚守江淮汽车、兆易创新_我的网站

一 |     　　随着上市公司2026年半年报的不断披露，“牛散”们的持股动向也陆续披露。记者最新梳理多位知名牛散二季度动向（不排除重名可能性）。
　　章建平新进中际旭创第九大股东　　数据显示，章建平二季度新进中际旭创前十大流通股股东名单，对四川黄金、北方稀土、东材科技大幅减仓，在前十大流通股股东名单中消失。

二 |     As Canada and Sweden send their first groups of military instructors to the UK to provide training for the Ukrainian forces, it is likely that “the arrival of more NATO instructors will be used by media outlets loyal to the Kiev regime as another little brick in their attempt to build a wall of false 'wunder-waffen' hopes among both the military and the civilian population," former MEP Nick Griffin told Sputnik.,On Friday, Ottawa and Stockholm announced the deployment of their first batches of military instructors to Britain, in what came amid Russia's ongoing special military operation in Ukraine. The deployment followed Canada’s Defence Minister Anita Anand stating last week that Ottawa had authorized the dispatch of up to 225 Canadian Armed Forces (CAF) personnel to Britain to train Ukrainian forces, in line with a new program unveiled by UK Prime Minister Boris Johnson in June.,She added that CAF servicemen will be sent to the UK for an initial period of four months, and that the Ukrainian troops will be trained on the basics of soldiering “related to frontline combat, weapons handling, first aid, field craft, patrol tactics, and include the law of armed contact.”,Anand said that apart from the training, Canada would provide the Ukrainian military with 39 armored vehicles, which she claimed are fitted with “additional, modern, state of the art armor and machine guns.”,UK Arms to Ukraine Will 'Not Change Anything', Says Former Think-Tank Analyst1 July, 14:45 GMT,Earlier this week, the Finnish Defense Ministry said that they would send about 20 service personnel to the UK to take part in a training program for the Ukrainian Armed Forces. The move was preceded by the Swedish military announcing that it will deploy up to 120 military instructors to Britain within the framework of the program.,Meeting Ukraine’s President Volodymyr Zelensky in Kiev in mid-June, UK Prime Minister Boris Johnson offered to launch a training program for Ukrainian forces, with the potential to train up to 10,000 soldiers every 120 days. He urged other nations in the Joint Expeditionary Force (JEF) and Canada to join the initiative.,The JEF, which was launched in 2014, is a UK-led expeditionary force consisting of Denmark, Finland, Estonia, Iceland, Latvia, Lithuania, the Netherlands, Sweden, and Norway.,The UK government noted on its website that under the program, “each soldier would spend three weeks on the training course, learning battle winning skills for the front line, as well as basic medical training, cyber-security and counter explosive tactics.”,According to No 10, the program will “train and drill the Armed Forces of Ukraine using battle-proven British Army expertise, allowing them to accelerate their deployment, rebuild their forces, and scale-up their resistance” to Russian troops.,Griffin said in this vein that Western countries are seeking to prolong the Ukraine conflict due to a whole array of factors, not least “the profits of the military-industrial complex, hostility to independent Russia of the neo-con and corporate lobbies, as well as the opportunity to use the conflict as an excuse for advancing the Western elite's insanely destructive decarbonisation agenda.”,He stressed that as far as Canada is concerned, “there is one extra factor: the country has the world's biggest concentration of Ukrainians, behind only the Ukraine itself and Russia.”,According to him, “the community's politics have been heavily influenced by Banderista ideology and hatred, and the Ukrainian lobby is well-organized, with plenty of politicians in receipt of campaign donations and back-handers. In a corrupted, kleptocratic democracy like Canada, money talks.”,RussiaUK Pledges $1.2 Billion Military Aid to Ukraine, Reports Say30 June, 07:08 GMT,Griffin suggested that Canada and Sweden sending their military instructors to the UK might be “far more of a political gesture and propaganda tool for the Kiev regime, than it is a genuine military factor” to change the situation on the ground in Ukraine.,“Training troops properly takes very much longer than Ukraine's unfortunate conscripts are getting before being thrown into the meat-grinder. Even well-trained troops only take a little longer to kill when the capabilities of the two sides are as far apart as they now are in Donbass, so [Canadian Prime Minister Justin] Trudeau's aggressive gesture will change nothing on the ground,” the former MEP insisted.,Britain has delivered hundreds of millions of pounds’ worth of military equipment and training support to Ukraine since 2014, including through secret “Operation Orbital”, over the course of which more than 22,000 Ukrainian troops were trained in the use of portable anti-tank missiles and other weapons.,Currently, the UK remains the second-largest supplier of weaponry to Ukraine after the US, providing Kiev with anti-tank and anti-aircraft weapons, missile boats, armored vehicles, and long-range artillery.,The Russian Defense Ministry has repeatedly warned that the UK would evoke an "immediate and proportional response" from Moscow if it continued to provoke Kiev into launching attacks on Russian soil using British-made weapons, amid Russia’s special operation in Ukraine.,The operation to demilitarize and de-Nazify Ukraine was announced by Russian President Vladimir Putin on 24 February following the Donbass republics’ request to protect them from Kiev’s atrocities.。　　另外，章建平一季度末出现在西部材料、美年健康前十大流通股股东名单中，目前西部材料、美年健康尚未披露中报，因此其持仓有无变化尚不清楚。　　具体来看，数据显示，截至8月21日，共有1585家A股上市公司披露2026年中报。在已披露中报的上市公司中，上半年末，章建平现身中际旭创前十大流通股股东名单，位居第九大流通股股东，持股数量为593.48万股，以上半年末股价计算，持仓市值为75.37亿元。　　需要注意的是，结合中际旭创一季度末前十大流通股股东情况看，原第7、第8、第10大流通股股东已不在上半年末的名单之上，因此不排除章建平是被动进入前十大流通股股东名单的可能。

三 | 　　在上半年末，北方稀土、东材科技、四川黄金第十大流通股股东持股数量分别为1107.50万股、986.77万股、272万股，这意味着章建平二季度减仓北方稀土、东材科技、四川黄金数量至少分别为6117.94万股、1599.6万股、370.57万股。　　从市场表现看，二季度北方稀土、东材科技分别上涨1.05%、141.19%，四川黄金下跌26.30%，三只股票二季度均冲高回落。　　葛卫东坚守江淮汽车、兆易创新　　葛卫东目前仍在坚守江淮汽车、兆易创新。江淮汽车最新半年报显示，葛卫东持有3049.35万股，持股比例1.35%，与一季度末持股比例相同。　　兆易创新半年报显示，葛卫东持有1644.67万股，持股比例2.34%，较一季度末微幅增加。按兆易创新6月30日的收盘价计算，葛卫东持股市值超134亿元。不过兆易创新7月份股价大幅回调，葛卫东若持股无变化，其持仓市值也会有所变动。　　付小铜新进同花顺、北方稀土前十大股东　　2026年二季度，付小铜微幅加仓中信证券，同时新进同花顺、北方稀土前十大股东。　　中信证券半年报显示，付小铜持有8424.94万股，持股比例0.57%，为第八大股东，按中信证券6月30日的收盘价计算，其持股市值超过24亿元；与一季度末相比，付小铜持股数量微幅增加，持股比例均为0.57%。　　同花顺半年报显示，付小铜持有194.89万股，持股比例0.26%，新进第十大股东；按同花顺6月30日收盘价计算，付小铜持股市值接近5亿元。另外，北方稀土半年报显示，付小铜持有1511.78万股，持股比例0.42%，新进第八大股东；按北方稀土6月30日收盘价计算，付小铜持股市值超过7亿元。

四 | 　　钟格新进多只个股前十大股东　　钟格二季度则新进多只个股前十大股东，包括激智科技、红星发展、祥龙电业、德新科技、富信科技等。　　激智科技半年报显示，钟格持有365.35万股，新进第八大股东。红星发展半年报显示，钟格持有1688万股，持股比例4.95%，新进第二大股东；按红星发展6月30日的收盘价62.93元/股计算，钟格持股市值超过10亿元。（文章来源：中新经纬）。

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