公募基金方面，本期较上一期持股增加的公募基金共计8个，主要包括景顺长城研究精选股票A、南方 阿尔法混合A、南方高增长混合(LOF)、南方优势产业灵活配置混合(LOF)、南方前瞻共赢三年定开混合 等，持股增加占比达1.09%。本期较上一季度持股减少的公募基金共计3个，包括民生加银聚优精选混 合A、南方智信混合A、民生加银持续成长混合A，持股减少占比小幅下跌。本期较上一季度新披露的 公募基金共计8个，主要包括建信上证智选科创板创新价值ETF、长信量化先锋混合A、南方平衡配置混 合、嘉实创业板增强策略ETF、中邮中证500指数增强A等。本期较上一季未再披露的公募基金共计30 个，主要包括金鹰信息产业股票A、鹏华环保产业股票、南方中证500量化增强股票发起A、易米远见价 值一年定开混合A、南方宝顺混合A等。 2025年8月26日，珠海冠宇(688772.SH)发布2025年半年度报告。截至2025年8月25日，共有28个机构投 资者披露持有珠海冠宇A股股份，合计持股量达5.61亿股，占珠海冠宇总股本的49.59%。其中，前十大 机构投资者包括珠海普瑞达投资有限公司、宁波汇锦诚创业投资合伙企业(有限合伙)、珠海普瑞达二 ...

Core Insights - Jin Yang Co., Ltd. (301210.SZ) released its semi-annual report for 2025, indicating a total of 8 institutional investors holding shares, amounting to 24.72 million shares, which represents 21.56% of the total share capital [1] - The proportion of shares held by institutional investors increased by 1.10 percentage points compared to the previous quarter [1] Institutional Holdings - The institutional investors include Wuxi Mu Yi Investment Partnership, Wuxi Mu Qing Investment Partnership, China Construction Bank's Yongying Advanced Manufacturing Mixed Fund, Tianjin Lishen Battery Co., Ltd., Huangshan Zhiqin Business Management Partnership, China Merchants Bank's Penghua Carbon Neutral Theme Mixed Fund, Shenzhen Honglu Private Securities Fund Management's Honglu Hongdao No. 4 Private Fund, and Shenwan Hongyuan's Lecheng Mixed A [1] - Three new public funds were disclosed this period compared to the previous quarter, including Yongying Advanced Manufacturing Mixed Fund A, Penghua Carbon Neutral Theme Mixed Fund A, and Shenwan Hongyuan Lecheng Mixed A [1] - One public fund, Guolian An Zhongzheng 1000 Index Enhanced A, was not disclosed this period compared to the previous quarter [1]

Group 1 - The core viewpoint of the article is that ChaoYue Technology (301049.SZ) has reported an increase in institutional investor holdings in its A-shares, reflecting growing interest from both domestic and foreign investors [1] - As of August 25, 2025, a total of 4 institutional investors disclosed holdings in ChaoYue Technology, with a combined shareholding of 1.9565 million shares, accounting for 2.08% of the total share capital [1] - The institutional holding ratio increased by 0.89 percentage points compared to the previous quarter, indicating a positive trend in institutional investment [1] Group 2 - One new public fund was disclosed during this period, specifically the NuAn Duo Strategy Mixed A fund [1] - Two foreign institutions disclosed their holdings, namely J.P. Morgan Securities PLC - proprietary funds and Barclays Bank PLC, indicating an increase in foreign investment interest [1]

Group 1 - Hengli Hydraulic (601100.SH) released its semi-annual report for 2025, showing that as of August 25, 2025, 137 institutional investors disclosed holdings in Hengli Hydraulic A-shares, totaling 1.068 billion shares, which accounts for 79.69% of the total share capital [1] - The top ten institutional investors include Changzhou Hengyi Intelligent Equipment Co., Ltd., Shenno Technology (Hong Kong) Co., Ltd., Ningbo Hengyi Investment Co., Ltd., and others, with the top ten holding a combined share of 77.41% [1] - Compared to the previous quarter, the combined holding ratio of the top ten institutions increased by 0.21 percentage points [1] Group 2 - In the public fund sector, two public funds increased their holdings compared to the previous period, namely Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, with an increase ratio of 0.11% [2] - One public fund, Nanhua Fengchun Mixed A, reported a slight decrease in holdings compared to the previous quarter [2] - Two new public funds disclosed this period include Huaxia CSI 300 ETF and Shanzheng Asset Management Reform Selected Mixed Fund, while 184 public funds were not disclosed this quarter, including several notable funds [2]

Core Insights - The report indicates that as of August 25, 2025, institutional investors hold a total of 112 million shares of Boen Group, representing 70.00% of the company's total equity [1] - The institutional holding percentage has increased by 0.06 percentage points compared to the previous quarter [1] - One new public fund, Nuon Multi-Strategy Mixed A, was disclosed this period, while one public fund, Guotai CSI Animal Husbandry ETF, was not disclosed in this period [1] Institutional Holdings - Eight institutional investors have disclosed their holdings in Boen Group, with a combined shareholding of 112 million shares [1] - The institutional investors include Jiangxi Bawen Biological Group Co., Ltd., Ganzhou Aitewei Investment Partnership, and others [1] - The total institutional holding percentage stands at 70.00%, reflecting a slight increase from the previous quarter [1] Public Fund Activity - There was one new public fund disclosed this period, namely Nuon Multi-Strategy Mixed A [1] - One public fund, Guotai CSI Animal Husbandry ETF, was not disclosed in this period, indicating a change in public fund participation [1] Foreign Investment - The report notes that there was one foreign institution, Merrill Lynch International, that was not disclosed in this period compared to the previous quarter [1]

2025年8月26日，天孚通信(300394.SZ)发布2025年半年度报告。截至2025年8月25日，共有194个机构投 资者披露持有天孚通信A股股份，合计持股量达4.17亿股，占天孚通信总股本的53.64%。其中，前十大 机构投资者包括苏州天孚仁和投资管理有限公司、香港中央结算有限公司、中国工商银行股份有限公 司-易方达创业板交易型开放式指数证券投资基金、中国工商银行股份有限公司-华泰柏瑞沪深300交易 型开放式指数证券投资基金、中国建设银行股份有限公司-易方达沪深300交易型开放式指数发起式证券 投资基金、中国工商银行股份有限公司-华夏沪深300交易型开放式指数证券投资基金、中国农业银行股 份有限公司-万家品质生活灵活配置混合型证券投资基金、中国建设银行股份有限公司-华安创业板50交 易型开放式指数证券投资基金、中国银行股份有限公司-嘉实沪深300交易型开放式指数证券投资基金、 万家臻选混合A，前十大机构投资者合计持股比例达45.94%。相较于上一季度，前十大机构持股比例合 计上涨了0.65个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计7个，主要包括易方达创业板ETF、华泰柏瑞沪 深300 ...

Core Insights - Dream Lily (603313.SH) released its semi-annual report for 2025, revealing that as of August 25, 2025, 18 institutional investors held a total of 96.6088 million shares, accounting for 16.93% of the total share capital [1] - The top ten institutional investors collectively held 16.00% of the shares, with a decrease of 0.91 percentage points compared to the previous quarter [1] Group 1: Institutional Holdings - A total of 18 institutional investors disclosed their holdings in Dream Lily, with a combined shareholding of 96.6088 million shares [1] - The top ten institutional investors include notable funds such as China Industrial Bank's Hua'an Ankang Flexible Allocation Mixed Fund and Hangzhou Zheyun Private Fund Management's Zheyun Hongtai Private Fund [1] - The proportion of shares held by the top ten institutional investors decreased by 0.91 percentage points from the previous quarter [1] Group 2: Public Fund Activity - One public fund, Hua'an Ruiming Two-Year Open Mixed A, increased its holdings during this period, showing a slight rise in its shareholding percentage [2] - A total of 14 new public funds disclosed their holdings compared to the previous quarter, including funds like Hua'an Ankang Flexible Allocation Mixed A and Jiao Yin Rui Si Mixed (LOF) [2]

Core Insights - Xingyun Co., Ltd. (300648.SZ) released its semi-annual report for 2025, indicating a total of 9 institutional investors holding shares, amounting to 16.6877 million shares, which represents 9.58% of the total share capital [1] - The proportion of shares held by institutional investors increased by 8.61 percentage points compared to the previous quarter [1] Institutional Investors - The institutional investors include Yibin Chendao New Energy Industry Equity Investment Partnership, Hubei Railway Development Fund, Hunan Qingsalt Venture Capital Management, China Construction Bank's Xin'ao New Energy Industry Equity Fund, UBS AG, and several mutual funds [1] - The total holding percentage of institutional investors reached 9.58% [1] Public Funds - One public fund, Xin'ao New Energy Industry Equity A, increased its holdings by 0.38% compared to the previous period [1] - Four new public funds disclosed their holdings this quarter, including Huaxia Panyi One-Year Open Mixed Fund, AVIC New Start Flexible Allocation Mixed A, Huaxia Panyi One-Year Open Mixed A, and Xinyuan Guozheng 2000 Index Enhanced A [1]

Core Viewpoint - The report highlights a significant institutional ownership in the company, with a total of 14 institutional investors holding 3.94 billion shares, representing 51.87% of the total share capital as of August 25, 2025 [1] Group 1: Institutional Ownership - A total of 14 institutional investors disclosed their holdings in the company, with a combined shareholding of 3.94 billion shares, accounting for 51.87% of the total share capital [1] - The top ten institutional investors collectively hold 51.84% of the shares, with a decrease of 3.21 percentage points compared to the previous quarter [1] Group 2: Public Fund Holdings - Two public funds increased their holdings during this period, while three public funds reduced their holdings, with a decrease rate of 0.24% [2] - Four new public funds disclosed their holdings this period, while seven public funds were not disclosed compared to the previous quarter [2] Group 3: Insurance Capital Holdings - One insurance capital entity, China Life Insurance Co., Ltd., reported a slight decrease in holdings during this period [2]

公募基金方面，本期较上一期持股增加的公募基金共计1个，即南方中证500ETF，持股增加占比小幅上 涨。本期较上一季度持股减少的公募基金共计2个，包括华宝中证全指证券公司ETF、国泰中证全指证 券公司ETF，持股减少占比小幅下跌。本期较上一季度新披露的公募基金共计1个，即华商信用增强债 券A。本期较上一季未再披露的公募基金共计2个，包括民生加银金融优选混合A、泰信中证200指数。 外资态度来看，本期较上一期持股增加的外资基金共计1个，即香港中央结算有限公司，持股增加占比 小幅上涨。 2025年8月23日，华林证券(002945.SZ)发布2025年半年度报告。截至2025年8月22日，共有9个机构投资 者披露持有华林证券A股股份，合计持股量达24.52亿股，占华林证券总股本的90.82%。其中，机构投 资者包括深圳市立业集团有限公司、深圳市怡景食品饮料有限公司、深圳市希格玛计算机技术有限公 司、香港中央结算有限公司、中国建设银行股份有限公司-国泰中证全指证券公司交易型开放式指数证 券投资基金、中国农业银行股份有限公司-中证500交易型开放式指数证券投资基金、中国建设银行股份 有限公司-华宝中证全指证券公司交易型 ...