对于社保基金，本期较上一季度持股减少的社保基金共计1个，即全国社保基金一一一组合，，持股减 少占比小幅下跌。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 2025年8月15日，泛微网络(603039.SH)发布2025年半年度报告。截至2025年8月14日，共有14个机构投 资者披露持有泛微网络A股股份，合计持股量达3071.92万股，占泛微网络总股本的11.79%。其中，前 十大机构投资者包括上海烜鼎私募基金管理有限公司-烜鼎金麒麟三号私募证券投资基金、深圳市腾讯 产业投资基金有限公司、上海泛微网络科技股份有限公司-2023年员工持股计划、中国银行股份有限公 司-招商优势企业灵活配置混合型证券投资基金、中国工商银行股份有限公司-万家自主创新混合型证券 投资基金、全国社保基金一一一组合、长城智能产业混合A、华商计算机行业量化股票发起式A、创金 合信软件产业股票发起A、交银启衡混合A，前十大机构投资者合计持股比例达11.73%。相较于上一季 度，前十大机构持股比例合计下跌了2.31个百分点。 公募基金方面本期较上一季度持股减少的公募基金共计5个，包括招商优势企业混合A、宏利逆向策略 ...

Group 1 - Wei Xing New Materials (002372.SZ) released its semi-annual report for 2025, showing that as of August 12, 2025, 15 institutional investors held a total of 964 million shares, accounting for 60.56% of the company's total share capital [1] - The top ten institutional investors include Wei Xing Group Co., Ltd., Linhai Huixing Group Co., Ltd., Hong Kong Central Clearing Limited, and several others, with their combined holding ratio reaching 60.52%, a decrease of 1.40 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four funds increased their holdings compared to the previous period, including Southern CSI 500 ETF and several others, with a slight increase in the holding ratio [2] - One public fund, the Fortune CSI All-Index Building Materials ETF, reduced its holdings, resulting in a slight decrease in the holding ratio [2] - One insurance fund, China Pacific Life Insurance Co., Ltd. - Traditional Insurance High-Dividend Stock Management Portfolio, increased its holdings by 0.1% [2] - Two foreign funds, including Hong Kong Central Clearing Limited, reduced their holdings, with a decrease of 1.68% [2]

2025年8月13日，双汇发展(000895.SZ)发布2025年半年度报告。截至2025年8月12日，共有56个机构投 资者披露持有双汇发展A股股份，合计持股量达27.93亿股，占双汇发展总股本的80.62%。其中，前十 大机构投资者包括罗特克斯有限公司、中国人寿保险股份有限公司-传统-普通保险产品-005L-CT001 沪、香港中央结算有限公司、中国证券金融股份有限公司、中央汇金资产管理有限责任公司、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、新华人寿保险股份有限公司-传 统-普通保险产品-018L-CT001深、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、中国人寿保险(集团)公司-传统-普通保险产品-港股通(创新策略)、中国农业银行股份有 限公司-兴全沪深300指数增强型证券投资基金(LOF)，前十大机构投资者合计持股比例达79.60%。相较 于上一季度，前十大机构持股比例合计下跌了0.35个百分点。 外资态度来看，本期较上一季度持股减少的外资基金共计1个，即香港中央结算有限公司，持股减少占 比达0.29%。 险资方向，本期较上一季度持 ...

对于社保基金，本期新披露持有卫星化学的社保基金共计1个，即全国社保基金一零一组合。 外资态度来看，本期较上一季度持股减少的外资基金共计1个，即香港中央结算有限公司，持股减少占 比达3.75%。本期较上一季度新披露的外资机构有 1 家 ，即GATES FOUNDATION TRUST。本期较上 一季未再披露的外资机构包括BILL & MELINDA GATES FOUNDATION TRUST、科威特政府投资局。 2025年8月12日，卫星化学(002648.SZ)发布2025年半年度报告。截至2025年8月11日，共有61个机构投 资者披露持有卫星化学A股股份，合计持股量达16.24亿股，占卫星化学总股本的48.20%。其中，前十 大机构投资者包括浙江卫星控股股份有限公司、香港中央结算有限公司、嘉兴茂源投资有限公司、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、GATES FOUNDATION TRUST、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、全国社保 基金一零一组合、基本养老保险基金八零八组合、招商瑞阳混合A、财通资管价值成长混合A，前十 ...

外资态度来看，本期较上一季度持股减少的外资基金共计1个，即香港中央结算有限公司，持股减少占 比达0.45%。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 对于社保基金，本期较上一季度持股减少的社保基金共计1个，即全国社保基金一零一组合，，持股减 少占比小幅下跌。本期新披露持有华峰化学的社保基金共计1个，即全国社保基金四一三组合。。本期 较上一季未再披露的社保基金共计1个，即全国社保基金一一二组合。 险资方向，本期较上一期持股增加的险资共计1个，即中国人寿保险股份有限公司-传统-普通保险产 品-005L-CT001沪，持股增加占比小幅上涨。 2025年8月12日，华峰化学(002064.SZ)发布2025年半年度报告。截至2025年8月11日，共有23个机构投 资者披露持有华峰化学A股股份，合计持股量达24.31亿股，占华峰化学总股本的49.00%。其中，前十 大机构投资者包括华峰集团有限公司、香港中央结算有限公司、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、全国社保基金四一三组合、中国人寿保险股份有限公司-传统-普通保险 产品-005L-CT001沪、全国社 ...

Core Viewpoint - Lixing Co., Ltd. (300421.SZ) reported a decline in institutional ownership in its semi-annual report for 2025, with a total of 3 institutional investors holding 4.8361 million shares, representing 1.64% of the total share capital, a decrease of 2.81 percentage points from the previous quarter [1] Institutional Investors - As of August 8, 2025, the total shares held by institutional investors decreased to 4.8361 million, accounting for 1.64% of Lixing's total share capital [1] - The institutional investors include China Construction Bank Co., Ltd. - Guoshou Anbao Smart Life Equity Fund, Hangzhou Yichen Private Fund Management Co., Ltd. - Hangzhou Chenyue No. 1 Private Securities Investment Fund, and Jinyuan Shun'an Xinyi Mixed Initiation A [1] - The overall institutional holding ratio fell by 2.81 percentage points compared to the previous quarter [1] Public Funds - One public fund, Guoshou Anbao Smart Life Equity A, increased its holdings slightly compared to the previous period [1] - A new public fund disclosed this period is Jinyuan Shun'an Xinyi Mixed Initiation A [1] - Three public funds that were previously disclosed did not report this period, including Huashang Zhenxuan Return Mixed A, Huashang Lexiang Internet Flexible Allocation Mixed A, and Ping An CSI 2000 Enhanced Strategy ETF [1] Foreign Investment - One foreign institution, BARCLAYS BANK PLC, did not disclose its holdings this period compared to the previous quarter [1]

Group 1 - Jerry Holdings (002353.SZ) released its 2025 semi-annual report on August 7, 2025, indicating that as of August 6, 2025, 89 institutional investors disclosed holding a total of 147 million A-shares, accounting for 14.35% of the total share capital [1] - The top ten institutional investors include Hong Kong Central Clearing Limited, Industrial and Commercial Bank of China - Fortune Select Growth Mixed Securities Investment Fund (LOF), Agricultural Bank of China - CSI 500 ETF, China Life Insurance - Traditional - Ordinary Insurance Product - 005L-CT001, and others, with a combined holding ratio of 11.69%, which increased by 0.50 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 19 funds increased their holdings compared to the previous period, with a holding increase ratio of 0.35%, including Southern CSI 500 ETF and others [2] - Conversely, 18 public funds decreased their holdings, also with a decrease ratio of 0.35%, including Huaxia Classic Mixed and others [2] - There were 31 newly disclosed public funds this period, including Jiashi Emerging Industry Stock and others, while 38 funds were not disclosed this period, including Jiashi Cycle Preferred Mixed and others [2] Group 3 - In the social security fund sector, there was an increase in holdings from one fund, the National Social Security Fund 101 Combination, with a slight increase in holding ratio [2] - One social security fund, the National Social Security Fund 118 Combination, was not disclosed this period [2] - In the insurance capital sector, one fund, China Life Insurance - Traditional - Ordinary Insurance Product - 005L-CT001, decreased its holdings slightly [2] Group 4 - In terms of foreign investment, one foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.55% compared to the previous period [3]

2025年8月6日，中宠股份(002891.SZ)发布2025年半年度报告。截至2025年8月05日，共有77个机构投资 者披露持有中宠股份A股股份，合计持股量达2.07亿股，占中宠股份总股本的68.12%。其中，前十大机 构投资者包括烟台中幸生物科技有限公司、烟台和正投资中心(有限合伙)、日本伊藤株式会社、香港中 央结算有限公司、上海通怡投资管理有限公司-通怡春晓19号私募证券投资基金、烟台中宠食品股份有 限公司-2024年员工持股计划、安本亚洲有限公司-安本基金-中国A股可持续股票基金、MORGAN STANLEY & CO. INTERNATIONAL PLC.、中国工商银行股份有限公司-申万菱信新动力混合型证券投 资基金、农银策略收益混合，前十大机构投资者合计持股比例达62.67%。相较于上一季度，前十大机 构持股比例合计下跌了0.15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4个，包括申万菱信消费增长混合A、中欧农业 产业混合发起A、宏利稳定混合、前海联合泳涛混合A，持股增加占比达0.12%。本期较上一季度持股 减少的公募基金共计22个，主要包括农银策略收益混合、农银策略精选混合、 ...

Group 1 - The core viewpoint of the news is that Jiuzhou Pharmaceutical (603456.SH) has reported its half-year results for 2025, revealing significant institutional investor holdings and changes in share ownership [1] - As of August 5, 2025, a total of 14 institutional investors hold 378 million shares of Jiuzhou Pharmaceutical, accounting for 42.55% of the total share capital [1] - The top ten institutional investors collectively hold 42.53% of the shares, with a decrease of 1.62 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, there was an increase in holdings from one public fund, Huabao CSI Medical ETF, while one public fund, China Europe Medical Health Mixed Fund, saw a decrease of 0.49% [2] - Eight new public funds disclosed their holdings this period, including Jinguan Taifu Technology-Driven Mixed A and others [2] - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.23% compared to the previous quarter [2]

2025年7月31日，新天药业(002873.SZ)发布2025年半年度报告。截至2025年7月30日，共有6个机构投资 者披露持有新天药业A股股份，合计持股量达8180.79万股，占新天药业总股本的33.51%。其中，机构 投资者包括上海新天智药生物技术有限公司、上海国盛资本管理有限公司-上海国盛海通股权投资基金 合伙企业(有限合伙)、贵阳开元生物资源开发有限公司、中国建设银行股份有限公司-诺安多策略股票型 证券投资基金、UBS AG、金元顺安鑫怡混合发起式A，机构投资者合计持股比例达33.51%。相较于上 一季度，机构持股比例合计下跌了1.07个百分点。 外资态度来看，本期较上一季度新披露的外资机构有 1 家 ，即UBS AG。 公募基金方面，本期较上一季度新披露的公募基金共计2个，包括诺安多策略混合A、金元顺安鑫怡混 合发起式A。本期较上一季未再披露的公募基金共计1个，即博道远航混合A。 ...