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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

A |     　　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。    

    Chinese actress Luo Xinyuan played Huang Rong, a beloved wuxia heroine, at Hengdian World Studios. Photo: Courtesy of Luo XinyuanAs China's once-thriving live-action short drama industry looses speed due to the weight of AI-generated content and shrinking investment, a growing number of young actors who once starred in micro-dramas are moving to a different kind of stage: playing roles at cultural tourist attractions. 
There, they play martial arts heroes and folk characters for live audiences, finding steadier income and real-time connection with viewers. 
"Earning a living with your own hands is nothing to be ashamed of," actress Luo Xinyuan told the Global Times, even as many still hold out hope, waiting for good scripts.
The migration reflects a stark reality. In the first quarter of 2026, AI micro-dramas accounted for more than 95 percent of all micro-dramas released industry-wide, sharply squeezing the space for live-action productions. 
By July, pay for leading actors had shrunk by over 50 percent, mid-tier actors by more than 80 percent on average, and daily wages for bottom-rung extras had fallen into double digits, China's CCTV reported.
Luo, a 21-year-old actress, experienced the downturn firsthand. She came to Hengdian, China's largest film and television production base, to shoot short dramas. "When I first arrived, there were many crews preparing in one hotel. Now sometimes there are only one or two, or none," she told the Global Times. 
This May, she began playing the role of Huang Rong, a beloved wuxia heroine, at Hengdian World Studios. Her daily routine includes interactive stage competitions, parades and live audience interactions, working nearly 13 hours daily during the peak summer season.
"It's tiring but fulfilling," Luo said. "There are no scripts here. It's more about playing with visitors face to face." The change has eased her anxiety. "When I was filming, I kept worrying about the next job. Now I feel more stable."
Yin Jiaxuan, 25, took a different route. He started his career as a professional character performer at major theme parks, starring in immersive shows based on popular game and film IPs before transitioning to short dramas and online movies in mid-2024. 
At the industry's peak, he moved seamlessly between sets. 
"One crew wrapped, and the next was already arranged. I'd go straight to makeup the next day and start filming the day after," he said. Now he keeps both identities, taking film roles when they come and returning to scenic spots during holidays.
Yin rejects the stigma that screen acting is the only proper path. 
"Screen acting is seen as the professional main road, while street-level performance is treated as amateur work. This invisible prejudice has trapped many performers," he said. Yet the tangible stage offers something the camera cannot. 
"Performance comes from life and is higher than life - that is the core of film creation. But now I realize that beyond artistic expression, performance is about building human connections."
Both actors shared that theme park characters must do more than act; they must draw tourists into the scene, delivering emotional value on demand. Visitors come to the scenic spot not just to sightsee, but "to step into a fantasy."
    Yin Jiaxuan Photo: Courtesy of Yin JiaxuanScenic areas are reaping the benefits. Media outlets have reported that in Kaifeng's Wansui Mountain Martial Arts City, Central China's Henan Province, tourists who interacted with these characters stayed an average of 2.3 hours longer per day. 
Every extra 30 minutes of stay raises the probability of secondary consumption by about 25 percent, according to local data. Revenue jumped from about 80 million yuan ($11.86 million) in 2022 to 1.27 billion yuan in 2025. 
While Hengdian World Studios has used characters to boost repeat visits, with annual pass holders returning multiple times "for a specific character."
Cultural scholar Yu Jinlong told the Global Times that the influx of trained actors is upgrading immersive tourism. 
"In the past, theme park characters were mostly amateurs doing costume photos. Now professional actors can build complete characters, improvise and connect storylines, turning scenic spots into open-air theaters," he said. 
Yu pointed out the uniqueness of China's character boom compared with global immersive entertainment. 
"Unlike Western theme parks that rely heavily on mature imported IPs and standardized performances, China's scenic character culture is rooted in local wuxia (martial hero) history and folk customs, encouraging personalized improvisation. Many local scenic spots create hit immersive projects with small investments, forming a unique online-offline communication loop via social media," Yu said. 
As China's cultural consumption shifts from sightseeing to participation, Yu said the young actors swapping short drama sets for scenic spots may be shaping a new hybrid career for the country's entertainment workforce.
For Luo, the recognition from visitors is a reward in itself. 
"There are tourists who travel from far away just to see my performance. It feels good to be recognized," she said. "Actually, I'm still exploring too. But I think you should do what you love, as long as you have the ability."
。　　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。

B | 　　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。

C | 　　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。　　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。

D | 　　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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