公募基金方面，本期较上一期持股增加的公募基金共计9个，主要包括南方中证500ETF、信澳新能源产 业股票A、兴全轻资产混合(LOF)、信澳智远三年持有期混合A、信澳领先智选混合等，持股增加占比达 0.48%。本期较上一季度持股减少的公募基金共计13个，主要包括兴全趋势投资混合(LOF)、景顺长城 景气进取混合A、景顺长城中小创精选股票A、景顺长城成长趋势股票A类、建信高端装备股票A等，持 股减少占比达0.88%。本期较上一季度新披露的公募基金共计38个，主要包括景顺长城策略精选灵活配 置混合A、中欧新动力混合(LOF)A、中欧嘉选混合A、博道中证500增强A、中欧嘉泽灵活配置混合等。 本期较上一季未再披露的公募基金共计31个，主要包括泰康创新成长混合A、泰康产业升级混合A、西 部利得中证500指数增强A、泰康优势精选三年持有期混合、华商新锐产业混合等。 2025年7月31日，顺络电子(002138.SZ)发布2025年半年度报告。截至2025年7月30日，共有70个机构投 资者披露持有顺络电子A股股份，合计持股量达2.35亿股，占顺络电子总股本的29.14%。其中，前十大 机构投资者包括新余市恒顺通电子科技开 ...

2025年7月31日，宁德时代(300750.SZ)发布2025年半年度报告。截至2025年7月30日，共有1778个机构 投资者披露持有宁德时代A股股份，合计持股量达25.23亿股，占宁德时代总股本的55.33%。其中，前 十大机构投资者包括厦门瑞庭投资有限公司、香港中央结算有限公司、宁波联合创新新能源投资管理合 伙企业(有限合伙)、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、本田技研工业(中国)投资有限 公司、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、华夏沪深 300ETF、华安创业板50ETF、嘉实沪深300ETF，前十大机构投资者合计持股比例达47.63%。相较于上 一季度，前十大机构持股比例合计下跌了0.86个百分点。 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 达1.14%。 公募基金方面，本期较上一期持股增加的公募基金共计376个，主要包括华夏沪深300ETF、华泰柏瑞沪 深300ETF、易方达沪深300ETF、嘉 ...

Group 1 - Shanghai Yanpu (605128.SH) released its semi-annual report for 2025, showing that as of July 30, 2025, 14 institutional investors held a total of 20.9137 million A-shares, accounting for 9.91% of the total share capital [1] - The top ten institutional investors collectively held 9.84% of the shares, with a decrease of 1.87 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, five public funds increased their holdings compared to the previous period, with an increase rate of 0.83% [2] - Seven new public funds were disclosed this period, including Changxin Domestic Demand Balanced Mixed A and Guoshou Anbao Stable Return Mixed [2] - Five public funds were not disclosed this period, including GF Reform Mixed and Bosera Enjoy Mixed A [2]

Group 1 - Hai Da Group (002311.SZ) released its 2025 semi-annual report on July 29, 2025, with 274 institutional investors holding a total of 1.241 billion shares, representing 74.58% of the total share capital [1] - The top ten institutional investors include Guangzhou Haizao Investment Co., Ltd., Hong Kong Central Clearing Limited, and several funds from Industrial and Commercial Bank of China and China Bank, collectively holding 65.37% of the shares, a decrease of 2.31 percentage points from the previous quarter [1] Group 2 - In the public fund sector, 34 funds increased their holdings, with a total increase ratio of 0.43%, while 68 funds decreased their holdings, with a total decrease ratio of 1.19% [2] - A total of 138 new public funds disclosed their holdings in Hai Da Group, while 41 funds did not disclose their holdings in the current period [2] Group 3 - From the foreign investment perspective, two foreign funds reduced their holdings, with a total decrease ratio of 2.09% [3]

Group 1 - Softcom Power (301236.SZ) reported its Q1 2025 earnings on April 30, 2025, with 40 institutional investors holding a total of 248 million shares, representing 25.99% of the total share capital [1] - The top ten institutional investors collectively hold 24.78% of the shares, with a decrease of 0.97 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, nine funds increased their holdings, with a total increase of 0.13%, while eight funds decreased their holdings, with a total decrease of 0.29% [2] - Thirteen new public funds disclosed their holdings this period, while 313 funds did not disclose their holdings compared to the previous quarter [2] Group 3 - In terms of foreign investment, one foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.30%, while CEL Bravo Limited decreased its holdings by 0.72% [3]

Group 1 - Haier Smart Home (600690.SH) reported its Q1 2025 results, with 358 institutional investors disclosing holdings of A-shares, totaling 3.953 billion shares, which represents 42.13% of the total share capital [1] - The top ten institutional investors include Haier Kaos Co., Ltd., Haier Group, and others, holding a combined 38.52% of shares, with a decrease of 1.09 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 123 funds increased their holdings, with a holding increase ratio of 0.43%, including funds like E Fund Consumer Industry Stock and E Fund SSE 50 Enhanced A [2] - Conversely, 82 funds reduced their holdings, with a decrease ratio of 0.36%, including funds like Xingquan Helun Mixed A and Huatai-PB SSE 300 ETF [2] - A total of 73 new public funds were disclosed this period, while 887 funds were not disclosed compared to the previous quarter [2]

Core Viewpoint - DeYe Co., Ltd. (605117.SH) reported its Q1 2025 financial results, highlighting significant institutional investor interest and changes in public fund holdings [1][2] Group 1: Institutional Investor Holdings - As of April 30, 2025, a total of 177 institutional investors disclosed holdings in DeYe Co., with a combined shareholding of 338 million shares, representing 52.40% of the total share capital [1] - The top ten institutional investors collectively hold 45.78% of the shares, with a 1.01 percentage point increase from the previous quarter [1] Group 2: Public Fund Holdings - In the current period, 72 public funds increased their holdings, with a total increase rate of 0.91%, including funds like Jiaoyin Balanced Growth One-Year Mixed A and Guangfa High-End Manufacturing Stock A [2] - Conversely, 40 public funds reduced their holdings, with a decrease rate of 1.02%, including funds like Guotai Junan New Energy Mixed A and Guotai Junan Advanced Manufacturing Mixed [2] - There were 45 newly disclosed public funds, while 605 funds did not disclose their holdings in this period [2] Group 3: Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings, representing a 1.27% increase [2]

Group 1 - Aojie Technology (688220.SH) reported its Q1 2025 financial results, with 82 institutional investors holding a total of 225 million shares, representing 53.70% of the company's total equity [1] - The top ten institutional investors collectively hold 45.10% of Aojie Technology's shares, with a decrease of 3.07 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 11 funds increased their holdings, accounting for a 1.14% increase, including notable funds such as China Europe Alpha Mixed A and Xingquan Selected Mixed [2] - Six public funds reduced their holdings, with a slight decrease in the proportion of holdings, including funds like China Europe Innovation Future Mixed [2] - A total of 53 new public funds were disclosed this period, while 207 funds were not disclosed again, indicating a dynamic shift in the public fund landscape [2]

Group 1 - Tianyue Advanced (688234.SH) reported its Q1 2025 results, with 24 institutional investors holding a total of 161 million shares, representing 37.47% of the total share capital [1] - The top ten institutional investors collectively hold 36.77% of the shares, with a decrease of 1.07 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, seven funds increased their holdings, accounting for a 0.26% increase, while six funds decreased their holdings, representing a 0.58% decrease [2] - Four new public funds were disclosed this quarter, while 206 funds were not disclosed compared to the previous quarter [2]

Group 1 - Dize Pharmaceutical (688192.SH) reported its Q1 2025 results, with 57 institutional investors holding a total of 334 million shares, representing 80.01% of the company's total equity [1] - The top ten institutional investors collectively hold 73.98% of Dize Pharmaceutical's shares, with a slight increase of 0.11 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 17 funds increased their holdings, accounting for a 0.86% increase, with notable funds including Yongying Medical Innovation Mixed Fund A and Ping An Medical Health Mixed A [2] - Conversely, 13 public funds reduced their holdings, representing a 0.12% decrease, with key funds including Bosera Health Growth and Penghua Innovation Medical Mixed A [2] - Six new public funds disclosed their holdings this period, while 239 funds were not disclosed compared to the previous quarter [2]