9月8日10:00｜央行投放10亿元，512890两项持仓披露更新

[ { "event_id": "20260908-092030-pbc-repo-10m", "title": "央行开展 10 亿元 7 天期逆回购，利率 1.40%", "event_time_utc": "2026-09-08T01:20:30Z", "event_time_quality": "exact", "published_at_utc": "2026-09-08T01:20:30Z", "event_type": "macro_release", "asset_keys": ["DIVIDEND"], "direction_score": 0.08, "confidence": 0.99, "horizon": "1-5d", "raw_facts": { "operation_date_local": "2026-09-08", "term_days": 7, "operation_rate_pct": 1.40, "bid_amount_yuan": 1000000000, "awarded_amount_yuan": 1000000000, "announcement_time_local": "2026-09-08 09:20:30", "announcement_number": "公开市场业务交易公告〔2026〕第 175 号" }, "transmission_chain": "中国人民银行以固定利率、数量招标方式开展 10 亿元 7 天期逆回购，操作利率为 1.40%，并全额满足一级交易商需求。短期流动性投放对高股息资产的利率环境形成轻微支持，单笔操作规模仍需结合当日到期量和后续操作判断。", "invalidation_conditions": "若中国人民银行修正公告中的操作金额、期限或利率，本事件按修正值重估。", "source_urls": [ "https://www.pbc.gov.cn/zhengcehuobisi/125207/125213/125431/125475/2026090808550785449/index.html" ], "source_tier": "Tier A" }, { "event_id": "20260908-094200-512890-changjiang-media-holding-plus-14153w", "title": "512890 增持长江传媒，持股 5780.34 万股", "event_time_utc": "2026-09-08T01:42:00Z", "event_time_quality": "exact", "published_at_utc": "2026-09-08T01:42:00Z", "event_type": "fund_flow", "asset_keys": ["DIVIDEND"], "direction_score": 0.16, "confidence": 0.87, "horizon": "1-5d", "raw_facts": { "asset": "SSE.512890", "underlying_security": "长江传媒", "holding_data_date_local": "2026-06-30", "holding_shares_10000_shares": 5780.34, "holding_rank_among_top10_circulating_shareholders": 2, "change_from_previous_period_10000_shares": 141.53, "disclosure_time_local": "2026-09-08 09:42" }, "transmission_chain": "新浪财经披露，长江传媒截至 2026 年 6 月 30 日的十大流通股东中，华泰柏瑞中证红利低波动 ETF（512890）位居第二位，持股 5780.34 万股，较上期增加 141.53 万股。该披露显示组合对单只高股息标的的持仓增加，但持仓数据属于 6 月 30 日截面，不能直接等同于 9 月 8 日盘中申购。", "invalidation_conditions": "若长江传媒公告、基金定期报告或披露页面修正持股日期、持股数量、排名或较上期变动，本事件按修正值重估。", "source_urls": [ "[https://baijiahao.[baidu.com/s?id=1875726030879663456&wfr=spider&for=pc](https://baijiahao.baidu.com/s?id=1875726030879663456&wfr=spider&for=pc)](https://baidu.com/s?id=1875726030879663456&wfr=spider&for=pc](https://baijiahao.baidu.com/s?id=1875726030879663456&wfr=spider&for=pc))" ], "source_tier": "Tier B" }, { "event_id": "20260908-095438-512890-shandong-highway-holding-plus-80263w", "title": "512890 增持山东高速，持股 6728.89 万股", "event_time_utc": "2026-09-08T01:54:38Z", "event_time_quality": "exact", "published_at_utc": "2026-09-08T01:54:38Z", "event_type": "fund_flow", "asset_keys": ["DIVIDEND"], "direction_score": 0.10, "confidence": 0.93, "horizon": "intraday", "raw_facts": { "asset": "SSE.512890", "underlying_security": "山东高速", "underlying_ticker": "600350", "holding_data_date_local": "2026-06-30", "holding_shares_10000_shares": 6728.89, "holding_rank_among_top10_circulating_shareholders": 4, "change_from_previous_period_10000_shares": 802.63, "underlying_price_snapshot_time_local": "2026-09-08 09:54", "underlying_price_yuan": 9.98, "underlying_change_pct": -2.06, "underlying_turnover_yuan": 57717400, "underlying_main_funds_net_outflow_yuan": 14691500 }, "transmission_chain": "新浪证券披露，512890 截至 2026 年 6 月 30 日为山东高速第四大流通股东，持股 6728.89 万股，较上期增加 802.63 万股；同一页面显示山东高速 9 月 8 日 09:54 报 9.98 元，跌 2.06%，主力资金净流出 1469.15 万元。持仓增加与成分股盘中走弱同时出现，持仓截面和当日行情属于不同时间口径。", "invalidation_conditions": "若山东高速公告、基金定期报告或披露页面修正持股数据；或页面修正 9 月 8 日 09:54 的价格、涨跌幅、成交额或主力资金净流出，本事件按修正值重估。", "source_urls": [ "http://finance.sina.com.cn/stock/aiassist/pzzd/2026-09-08/doc-inirapza6022170.shtml" ], "source_tier": "Tier B" } ]