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China-ASEAN Education Week 2026 wraps up in Guiyang, launches AI platform for traditional medicine_我的网站

A |     　　随着上市公司半年报的密集披露，越来越多百亿私募重仓股浮出水面。

B |     (ECNS) – The 19th China-ASEAN Education Cooperation Week (CAECW) concluded in Guiyang, Guizhou Province, on Saturday, marking a significant push toward regional integration through digital learning and vocational training.    Nearly 450 educators, policymakers, and industry leaders gathered to advance cross-border collaboration under the theme "Empowering a Friendly Community through Smart Education."    This year's sessions produced several landmark agreements, including a framework for mutual recognition of vocational qualifications and the launch of the Ethnic Medicine AI Foundation Model, the first large-scale AI platform dedicated to traditional medicine.        From Summit to Year-Round Platform    Coinciding with the fifth anniversary of the China-ASEAN Comprehensive Strategic Partnership, the six-day event signaled a strategic shift in regional ties. Once a periodic summit, the CAECW is evolving into a year-round platform, with 60 additional activities scheduled across China, Thailand, Cambodia, Malaysia, and Indonesia this year-six of which will be hosted independently by ASEAN institutions.    Digital Transformation at the Forefront    Digital education dominated the agenda. Organizers launched the China-ASEAN Smart Education Capacity Co-Cultivation Program to narrow the regional digital divide by enhancing digital literacy and governance.    Scale: The existing Duocai Smart Academy platform already offers over 350 multilingual courses from 112 institutions to 129,000 users.    Access: A new ASEAN zone on China's National Smart Education Platform now provides virtual labs and AI-powered teaching tools.    Innovation: The newly unveiled China-ASEAN AI Joint Innovation Laboratory will focus on applying AI to preserve and research ethnic medical traditions, such as those of the Miao, Dong, and Bouyei peoples, specifically targeting ASEAN markets.    Breaking Barriers in Vocational Training    In a major breakthrough for labor mobility, the International Mutual Recognition Scheme for Vocational Education Learning Outcomes was officially released. Covering 34 fields-from cross-border e-commerce and smart manufacturing to healthcare-the scheme aims to dismantle institutional barriers to talent flow.    Complementing this, the "Guijiang Workshop" brand has expanded into a regional skills hub operating in Thailand, Laos, and Indonesia, exporting Chinese vocational standards in high-demand sectors like new energy and smart construction.    Youth and Innovation Take Center Stage    Youth engagement reached new heights, with the World University Innovation and Entrepreneurship Challenge attracting 1,007 projects from 149 universities across 11 countries. Peking University's team won the top prize for its cryo-electron microscopy technology platform.    Other highlights included esports tournaments at Guiyang's X-Sci-Fi Valley and the "Speaking ASEAN in Chinese" language program. Organizers announced plans to host over 5,000 international youths in Guizhou over the next year.    Strategic Outlook    Since its inception in 2008, the CAECW has hosted over 54,000 participants from nearly 90 countries. Beyond education, the week serves as a pillar of soft power diplomacy, supporting the New International Land-Sea Trade Corridor and providing landlocked Guizhou with a vital gateway to Southeast Asia.    "Education is the bridge, wisdom is the engine, and youth are the future," an organizer noted, emphasizing that the 2026 conclave marks not an endpoint, but a starting point for deeper, smarter regional cooperation. To ensure accountability, a year-round tracking system with project ledgers and quarterly reviews will monitor all signed agreements.                    。　　据三方机构统计，截至2026年8月21日，已有27家百亿私募出现在50家已披露半年报的上市公司前十大流通股东名单中，合计持股市值达264.12亿元。　　从调仓动向来看，百亿私募二季度持仓变化较大，其中新进29只个股，增持5只，另有9只个股持股数量不变，减持个股7只。

C | （备注：同一家上市公司被多家私募持仓时，在统计中会被重复计算）　　这些个股被百亿私募买入　　私募排排网统计显示，从个股层面来看，鸿仕达、宏裕包材、海康威视均获得不少于2家百亿私募重仓。

D | 　　其中鸿仕达吸引到聚鸣投资、上海歌汝私募和南土资产3家百亿私募重仓，持股市值分别为2.48亿元、2.35亿元和1.27亿元，而且均为二季度新进。　　宏裕包材吸引到千宜投资和佳期私募2家百亿私募重仓，持股市值分别为270.76万元和288.41万元，同样均为二季度新进。　　海康威视被高毅资产和重阳战略2家百亿私募重仓，持股市值分别为38.65亿元和38.72亿元，但持仓态度则截然不同，重阳战略二季度对海康威视进行了增持，增持数量为786.71万股，高毅资产则对海康威视进行了减持，减持数量为8700万股。　　重仓机械设备行业　　从行业层面来看，百亿私募重仓机械设备行业个股数量最多，包括大族激光、鸿仕达、优利德、中泰股份、*ST冀凯、卓兆点胶、达意隆、*ST威领，其中鸿仕达更是获得3家百亿私募重仓。　　其次是汽车行业，该行业有宇通客车、云意电气、华密新材、信质集团、华阳集团5只个股获得百亿私募重仓。

E | 　　再次是电子和交通运输，均有4只个股获得百亿私募重仓，其中电子行业个股包括传音控股、则成电子、乐鑫科技、芯朋微。

F | 交通运输行业个股包括中原高速、东莞控股、海通发展、大秦铁路。　　高毅资产旗下产品出现在海康威视、安琪酵母、传音控股和北新建材4家已披露半年报的上市公司前十大流通股东名单中，合计持股市值62.85亿元，其中高毅资产持有海康威视市值38.65亿元，成为第一大重仓股。高毅资产二季度增持安琪酵母300万股，持股市值11.40亿元。传音控股和北新建材为高毅资产二季度新进个股，持股数量分别为1750万股和1372.19万股。　　百亿私募重阳战略和重阳投资同属同一实控人，其中重阳战略二季度增持海康威视786.71万股，持股市值为38.72亿元。

G | 重阳投资旗下产品二季度进入到福元医药、海通发展、华阳集团3家已披露半年报的上市公司前十大流通股东名单中，其中福元医药和海通发展二季度获得重阳投资增持，增持数量分别为269.79万股和127.62万股，增持后的持股市值依次为1.27亿元和0.81亿元，另外重阳投资二季度减持华阳集团14.57万股，减持后的持股市值为0.52亿元。　　险资背景百亿私募国丰兴华（北京）私募和泰康稳行（武汉）私募二季度重仓股揭晓。

H | 其中国丰兴华（北京）私募二季度重仓持有贵州茅台、中国电信和大秦铁路，持股市值分别为48.30亿元、39.53亿元和13.76亿元，持股数量均较一季度维持不变。泰康稳行（武汉）私募二季度重仓持有分众传媒和宇通客车，持股市值依次为3.82亿元和3.43亿元，而且均为二季度新进。

I | 　　股票私募仓位维持高位　　股票私募仓位近期持续运行在年内高位。

J | 私募排排网数据显示，截至2026年8月14日，股票私募仓位指数已达83.97%，较上周微升0.09个百分点。尤为值得关注的是，这已是该指数连续第7周稳定在83%以上的年内高水位，显示出私募整体持股意愿强烈。　　大规模私募仓位再创年内新高。私募排排网数据显示，截至2026年8月14日，大规模、中规模和小规模私募的仓位指数分别为88.56%、83.96%和82.63%。其中，大规模私募仓位大幅加仓1.24个百分点，再度刷新年内新高，加仓力度尤为突出。

K | 相比之下，中小规模私募虽然整体仓位仍处于年内偏高水位，但较7月已出现较为明显的减仓操作，显示出不同规模私募之间的调仓方向已明显分化。（文章来源：券商中国）。

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