DSBJ(SZ:002384) 财联社·2025-10-22 08:56Core Viewpoint - The article highlights the significant adjustments made by public funds in their stock holdings during the third quarter, particularly focusing on companies in the robotics and AI sectors, as evidenced by the recent disclosures of quarterly reports from listed companies [1][2]. Group 1: Public Fund Adjustments - As of October 21, 328 stocks have seen public funds appear among their top ten circulating shareholders, with over 200 stocks having active equity funds involved [1]. - Notably, the stock Dongshan Precision (002384.SZ) has attracted attention from several public funds, with the Ruiyuan Growth Value Fund becoming the fifth largest shareholder, holding 21,341,710 shares, marking its return to the top ten shareholders after a previous reduction [2][3]. - The fund's previous reports indicated a significant reduction in holdings last year, but it has since increased its stake, indicating a renewed interest in the stock [3]. Group 2: Specific Fund Activities - The Xingquan Helun Fund, managed by Xie Zhiyu, has also entered the top shareholders of Dongshan Precision with a new holding of 11,775,300 shares, marking its first significant investment in the company [4]. - Conversely, the Morgan Emerging Power Fund, managed by Du Meng, has reduced its holdings in Dongshan Precision by 123,140 shares, indicating a shift in strategy [4]. - In addition to public funds, insurance companies like Xinhua Life have also shown interest in Dongshan Precision, while China Life has reduced its stake [5]. Group 3: Sector Performance and Outlook - Dongshan Precision's AI business is expected to drive growth, with plans to acquire 100% of Solstice, which will enhance its position in the optical communication market [5]. - Longyuan Donggu's third-quarter report shows six public funds among its top ten shareholders, with the Fuguo Steady Growth Fund newly entering with 2,300,000 shares [5][6]. - The company is focusing on the new energy sector and has seen significant growth in sales of hybrid vehicle components, while also advancing in robotics [7]. Group 4: Broader Market Trends - The food sector, particularly Wancheng Group, has also attracted significant investment from public funds, with the Dongfanghong Qiheng Fund increasing its holdings by over 60% in the third quarter [9]. - In the energy equipment sector, Lanke High-tech has gained favor among public funds, with new investments from multiple funds, indicating a positive outlook for the company as it expands into emerging fields [9].