BZUN
Baozun Inc.
+0.07 (+2.54%)2.83USD82.9K成交股數–市值–本益比(近四季)–股價營收比–營收年增(近四季)2026-11-24下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 5 · 189K · 2 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 1.4M · 0.00 |
| 近 180 天 淨額 | 1.4M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-15 | 09-17 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 7.3K | 2.72 | 20K | 1.6M | SEC |
| 2026-09-14 | 09-17 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 7.3K | 2.74 | 20K | 1.6M | SEC |
| 2026-09-02 | 09-04 | Wu Junhua | Chief Strategy Officer | P 公開市場買進 | 13.5K | 2.85 | 38K | 267K | SEC |
| 2026-08-28 | 09-01 | Yu Bin Helen | Director | M 選擇權執行 | 5.6K | – | – | 17.3K | SEC |
| 2026-06-30 | 07-02 | Ye Changqing | Director | M 選擇權執行 | 17.3K | – | – | 17.3K | SEC |
| 2026-06-24 | 06-26 | Wu Junhua | Chief Strategy Officer | P 公開市場買進 | 29.0K | 2.85 | 83K | 254K | SEC |
| 2026-06-22 | 06-24 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.81 | 28K | 1.6M | SEC |
| 2026-06-18 | 06-22 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.77 | 28K | 1.6M | SEC |
| 2026-06-17 | 06-22 | Wu Junhua | Chief Strategy Officer | P 公開市場買進 | 18.5K | 2.84 | 53K | 225K | SEC |
| 2026-06-17 | 06-22 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.83 | 28K | 1.6M | SEC |
| 2026-06-16 | 06-17 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.72 | 27K | 1.6M | SEC |
| 2026-06-15 | 06-17 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.79 | 28K | 1.6M | SEC |
| 2026-06-12 | 06-15 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.72 | 27K | 1.6M | SEC |
| 2026-06-11 | 06-15 | Wu Junhua | Chief Strategy Officer | P 公開市場買進 | 18.0K | 2.69 | 48K | 206K | SEC |
| 2026-06-11 | 06-15 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.67 | 27K | 1.6M | SEC |
| 2026-06-10 | 06-11 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.64 | 26K | 1.6M | SEC |
| 2026-06-09 | 06-11 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.72 | 27K | 1.5M | SEC |
| 2026-06-08 | 06-09 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.77 | 28K | 1.5M | SEC |
| 2026-06-05 | 06-09 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.65 | 27K | 1.5M | SEC |
| 2026-06-04 | 06-05 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.67 | 27K | 1.5M | SEC |
| 2026-06-03 | 06-05 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.63 | 26K | 1.5M | SEC |
| 2026-06-02 | 06-03 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.69 | 27K | 1.5M | SEC |
| 2026-06-01 | 06-03 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.73 | 27K | 1.5M | SEC |
| 2026-06-01 | 06-03 | Wu Junhua | Chief Strategy Officer | P 公開市場買進 | 20.0K | 2.70 | 54K | 188K | SEC |
| 2026-05-29 | 06-01 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.57 | 26K | 1.5M | SEC |
| 2026-05-28 | 06-01 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.56 | 26K | 1.5M | SEC |
| 2026-05-28 | 06-01 | Wu Junhua | Chief Strategy Officer | P 公開市場買進 | 19.5K | 2.56 | 50K | 168K | SEC |
| 2026-05-27 | 05-28 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.58 | 26K | 1.5M | SEC |
| 2026-05-26 | 05-28 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 10.0K | 2.55 | 26K | 1.4M | SEC |
| 2026-05-26 | 05-28 | Wu Junhua | Chief Strategy Officer | P 公開市場買進 | 10.0K | 2.55 | 26K | 149K | SEC |
| 2026-04-17 | 04-21 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 16.0K | 3.14 | 50K | 1.4M | SEC |
| 2026-04-16 | 04-17 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 17.5K | 2.84 | 50K | 1.4M | SEC |
| 2026-04-15 | 04-17 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 11.0K | 2.71 | 30K | 1.4M | SEC |
| 2026-04-14 | 04-15 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 11.5K | 2.63 | 30K | 1.4M | SEC |
| 2026-04-13 | 04-15 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 12.1K | 2.48 | 30K | 1.4M | SEC |
| 2026-04-13 | 04-14 | Wu Junhua | Chief Strategy Officer | P 公開市場買進 | 11.1K | 2.49 | 28K | 139K | SEC |
| 2026-04-10 | 04-14 | Wu Junhua | Chief Strategy Officer | P 公開市場買進 | 5.4K | 2.40 | 13K | 128K | SEC |
| 2026-04-10 | 04-13 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 12.4K | 2.43 | 30K | 1.4M | SEC |
| 2026-04-09 | 04-13 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 11.7K | 2.58 | 30K | 1.4M | SEC |
| 2026-04-08 | 04-10 | Wu Junhua | Chief Strategy Officer | P 公開市場買進 | 30.9K | 2.54 | 78K | 122K | SEC |
| 2026-04-08 | 04-09 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 11.6K | 2.58 | 30K | 1.3M | SEC |
| 2026-04-07 | 04-09 | Qiu Wenbin | Chief Executive Officer | P 公開市場買進 | 12.0K | 2.51 | 30K | 1.3M | SEC |
| 2026-04-02 | 04-06 | Wu Junhua | Chief Strategy Officer | P 公開市場買進 | 30.0K | 2.47 | 74K | 91.4K | SEC |
| 2026-03-31 | 04-01 | Wu Junhua | Chief Strategy Officer | P 公開市場買進 | 14.0K | 2.40 | 34K | 61.4K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | 2.4M | 6.9M | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 1.1M | 3.2M | 新進 | 新進 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 891K | 2.5M | 新進 | 新進 |
| MARSHALL WACE, LLP | 780K | 2.2M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 569K | 1.6M | 新進 | 新進 |
| MORGAN STANLEY | 526K | 1.5M | 新進 | 新進 |
| 城堡 CITADEL ADVISORS LLC | 499K | 1.4M | 新進 | 新進 |
| First Beijing Investment Ltd | 433K | 1.2M | 新進 | 新進 |
| AIA Group Ltd | 399K | 1.1M | 新進 | 新進 |
| 德劭 D. E. Shaw & Co., Inc. | 313K | 887K | 新進 | 新進 |
| AMERICAN CENTURY COMPANIES INC | 256K | 725K | 新進 | 新進 |
| JPMORGAN CHASE & CO | 195K | 554K | 新進 | 新進 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 194K | 548K | 新進 | 新進 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 181K | 513K | 新進 | 新進 |
| JANE STREET GROUP, LLC | 162K | 458K | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 160K | 452K | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 155K | 437K | 新進 | 新進 |
| Qube Research & Technologies Ltd | 131K | 370K | 新進 | 新進 |
| Marex Group Ltd | 119K | 337K | 新進 | 新進 |
| XTX Topco Ltd | 104K | 295K | 新進 | 新進 |
| UBS Group AG | 103K | 290K | 新進 | 新進 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 92.5K | 262K | 新進 | 新進 |
| Centiva Capital, LP | 85.1K | 241K | 新進 | 新進 |
| GROUP ONE TRADING LLC | 46.5K | 131K | 新進 | 新進 |
| Cetera Investment Advisers | 44.0K | 125K | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 69 -1 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 69 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 12.7M |
| 合計季末市值 | 29.4M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 612K |
|---|---|
| 與上期比 | +10.2% |
| 佔流通股數 | –(外國發行人不算) |
| 日均成交量 | 192K |
| 回補天數 | 3.2 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 612K | +10.2% | – | 192K | 3.2 |
| 2026-08-14 | 556K | -5.1% | – | 166K | 3.4 |
| 2026-07-31 | 586K | +6.7% | – | 282K | 2.1 |
| 2026-07-15 | 549K | +13.2% | – | 256K | 2.1 |
| 2026-06-30 | 485K | +3.4% | – | 275K | 1.8 |
| 2026-06-15 | 469K | -4.4% | – | 263K | 1.8 |
| 2026-05-29 | 491K | -9.3% | – | 298K | 1.7 |
| 2026-05-15 | 541K | -8.9% | – | 279K | 1.9 |
| 2026-04-30 | 594K | +8.9% | – | 504K | 1.2 |
| 2026-04-15 | 545K | +2.6% | – | 395K | 1.4 |
| 2026-03-31 | 532K | -1.4% | – | 464K | 1.2 |
| 2026-03-13 | 539K | -1.5% | – | 205K | 2.6 |
| 2026-02-27 | 547K | +11.4% | – | 174K | 3.1 |
| 2026-02-13 | 491K | -0.8% | – | 268K | 1.8 |
| 2026-01-30 | 495K | -6.1% | – | 270K | 1.8 |
| 2026-01-15 | 527K | +1.1% | – | 312K | 1.7 |
| 2025-12-31 | 522K | -7.4% | – | 153K | 3.4 |
| 2025-12-15 | 564K | -4.4% | – | 202K | 2.8 |
| 2025-11-28 | 589K | +9.5% | – | 213K | 2.8 |
| 2025-11-14 | 538K | +0.1% | – | 146K | 3.7 |
| 2025-10-31 | 538K | -10.8% | – | 200K | 2.7 |
| 2025-10-15 | 603K | -13.3% | – | 247K | 2.4 |
| 2025-09-30 | 695K | -30.1% | – | 336K | 2.1 |
| 2025-09-15 | 994K | +18.2% | – | 1.0M | 1.0 |
| 2025-08-29 | 841K | +8.3% | – | 367K | 2.3 |
| 2025-08-15 | 777K | -0.3% | – | 125K | 6.2 |