机构风向标 | 宏达电子(300726)2025年二季度已披露前十大机构累计持仓占比4.31%

Group 1 - Macro Electronics (300726.SZ) released its semi-annual report for 2025, showing that as of August 27, 2025, 18 institutional investors held a total of 18.39 million shares, accounting for 4.47% of the total share capital [1] - The top ten institutional investors include notable entities such as the National Military-Civilian Integration Industry Investment Fund and Tianjin Hongxiang Asset Management, with their combined holdings representing 4.31%, a decrease of 0.66 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, the Guotai CSI Military Industry ETF, increased its holdings slightly, while six new public funds were disclosed, including Southern CSI 1000 ETF and Penghua CSI Defense Index (LOF) A [2] - Eighteen public funds were not disclosed in the current period compared to the previous quarter, including notable funds like the Fortune CSI Military Leader ETF and China Europe Industry Outlook Mixed A [2] - Foreign investment sentiment showed a decrease in holdings from one foreign fund, Hong Kong Central Clearing Limited, with a reduction of 0.50% [2]