外资态度来看，本期较上一季未再披露的外资机构即UBS AG。 2025年10月30日，*ST沐邦(603398.SH)发布2025年第三季报。截至2025年10月29日，共有3个机构投资 者披露持有*ST沐邦A股股份，合计持股量达1.43亿股，占*ST沐邦总股本的33.07%。其中，机构投资者 包括江西沐邦新能源控股有限公司、邦领国际有限公司、铜陵高新企航股权投资合伙企业(有限合伙)， 机构投资者合计持股比例达33.07%。相较于上一季度，机构持股比例合计下跌了0.84个百分点。 ...

Core Viewpoint - 合锻智能 has reported its Q3 2025 results, revealing significant institutional investment and changes in public fund holdings [1][2] Group 1: Institutional Investment - As of October 29, 2025, 19 institutional investors hold a total of 52.03 million shares of 合锻智能, accounting for 10.52% of the total share capital [1] - The top ten institutional investors collectively hold 10.26% of the shares, with a decrease of 0.33 percentage points compared to the previous quarter [1] Group 2: Public Fund Holdings - Five public funds increased their holdings this period, with a total increase of 0.12% [2] - One public fund, 东方低碳经济混合A, reported a decrease in holdings, contributing to a slight decline [2] - Eleven new public funds were disclosed this period, including 永赢睿信混合A and 银华数字经济股票发起式A [2] - Eighty-six public funds were not disclosed this period, including several from 华夏 and 华商 [2] Group 3: Foreign Investment - One new foreign institution, 韩国银行-自有资金, was disclosed this period [2] - UBS AG and J.P. Morgan Securities PLC-自有资金 were not disclosed this period [2]

Core Viewpoint - Black Sesame (000716.SZ) reported its Q3 2025 results, indicating a slight decline in institutional ownership compared to the previous quarter [1] Institutional Ownership - As of October 29, 2025, two institutional investors disclosed holdings in Black Sesame A-shares, totaling 229 million shares, which represents 30.35% of the company's total equity [1] - The institutional ownership percentage decreased by 0.17 percentage points compared to the previous quarter [1] Public Fund Participation - In this reporting period, eight public funds were disclosed, including Tianhong CSI Food and Beverage ETF, CSI 2000, Tianhong CSI Food and Beverage ETF Link A, Southern CSI 2000 ETF, and CITIC Construction Investment Vision Return A [1] Foreign Investment - One new foreign institutional investor was disclosed in this period, namely Hong Kong Central Clearing Limited [1]

Group 1 - The core viewpoint of the news is that Jingpin Special Equipment (688084.SH) has reported its Q3 2025 results, highlighting significant institutional investor interest with 19 institutions holding a total of 47.56 million shares, representing 62.86% of the total share capital [1] - The top ten institutional investors collectively hold 60.96% of the shares, with a slight decrease of 0.64 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, six funds increased their holdings, including Guangfa Small and Medium Cap Selected Mixed A and Huaxia CSI Robot ETF, with an increase rate of 2.68% [2] - Two public funds reduced their holdings, with a slight decline in the overall holding percentage [2] - Six new public funds were disclosed this period, while 125 funds were not disclosed compared to the previous quarter [2]

Core Insights - Lehui International (603076.SH) reported its Q3 2025 results on October 30, 2025, highlighting the current institutional investor holdings and changes in share ownership [1] Institutional Holdings - As of October 29, 2025, three institutional investors disclosed holdings in Lehui International A-shares, totaling 34.79 million shares, which represents 28.82% of the company's total share capital [1] - The institutional investors include Ningbo Lehui Investment Holding Co., Ltd., Ningbo Leying Investment Management Center (Limited Partnership), and Ningbo Leili Investment Management Center (Limited Partnership) [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 0.07 percentage points [1] Public Fund Disclosures - In this reporting period, 13 public funds were not disclosed compared to the previous quarter, including notable funds such as China Europe Small Cap Growth Mixed A, Xinyuan National Index 2000 Enhanced A, and others [1]

Group 1 - The core point of the news is that Huahai Chengke (688535.SH) reported its Q3 2025 results, revealing that institutional investors hold a total of 16.1675 million shares, accounting for 20.03% of the total share capital, with a slight decrease of 0.35 percentage points compared to the previous quarter [1] - A total of 8 institutional investors disclosed their holdings in Huahai Chengke, including notable entities such as Lianyungang Deyufeng Investment Partnership and Tian Shui Huatian Technology Co., Ltd [1] - Among public funds, there was a slight increase in holdings from one fund, Fangzheng Fubang Technology Innovation A, while 67 public funds were not disclosed in the current period, including several ETFs focused on semiconductor materials and equipment [1] Group 2 - The only new disclosure from social security funds is the National Social Security Fund 602 Portfolio, which has reported its holdings in Huahai Chengke [2]

Group 1 - The core viewpoint of the news is that institutional investors hold a significant portion of Swan Co.'s shares, with a total holding of 72.80 million shares, representing 60.00% of the total share capital as of October 29, 2025 [1] - The proportion of institutional holdings decreased by 0.45 percentage points compared to the previous quarter [1] - Among public funds, there was an increase in holdings from one fund, specifically the Nuon Multi-Strategy Mixed A, which saw an increase of 0.16% [2] Group 2 - One public fund, the CITIC Prudential Multi-Strategy Mixed (LOF) A, reported a decrease in holdings by 0.91% compared to the previous quarter [2] - A new public fund disclosed this period is the Huian Multi-Strategy Mixed A [2] - One foreign institution, J.P. Morgan Securities PLC - proprietary funds, was newly disclosed this period [3]

Core Viewpoint - Xinhua Department Store (600785.SH) reported its Q3 2025 results, highlighting a significant presence of institutional investors holding 51.86% of its total shares, although this represents a slight decline from the previous quarter [1] Institutional Holdings - As of October 29, 2025, a total of 9 institutional investors disclosed their holdings in Xinhua Department Store, amounting to 117 million shares [1] - The institutional investors include notable entities such as Wumart Technology Group Co., Ltd., BHP E-commerce Co., Ltd., and several others, collectively holding 51.86% of the company's total shares [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 0.63 percentage points [1] Public Fund Disclosures - In the current period, 2 new public funds were disclosed, including Bosera Consumption Innovation Mixed A and Postal Savings Bank of China Rui Xin Enhanced Bond Fund [1] - A total of 88 public funds were not disclosed in this period compared to the previous quarter, including various funds such as CITIC Prudential Multi-Strategy Mixed (LOF) A and Huaxia National Certificate Free Cash Flow ETF [1]

Group 1 - The core viewpoint of the news is that Haomei New Materials (002988.SZ) reported its Q3 2025 results, highlighting significant institutional investor interest with a total holding of 157 million shares, representing 63.03% of the company's total equity [1] - As of October 29, 2025, eight institutional investors disclosed their holdings in Haomei New Materials, with a 0.94 percentage point increase in institutional ownership compared to the previous quarter [1] - Public funds saw a decrease in holdings, with one fund, Huaxia Industry Prosperity Mixed A, reducing its stake by 0.35% [1] Group 2 - Two new foreign institutions disclosed their holdings in the current period, including Shenwan Hongyuan Investment Management (Asia) Co., Ltd. - Wangwang No. 1 and Hong Kong Central Clearing Limited [2] - In contrast, several foreign institutions did not disclose their holdings this quarter, including CITIC Securities Asset Management (Hong Kong) Limited and Huatai Financial Holdings (Hong Kong) Limited [2]

Core Insights - Haiyang Technology (603382.SH) reported its Q3 2025 results on October 30, 2025, highlighting significant institutional investor interest with 32 institutions holding a total of 60.917 million shares, representing 33.61% of the total share capital [1] Institutional Holdings - The top ten institutional investors include Ganzhou Chengyou Investment Center, Linglong Tire Co., Ltd., Hengshen Holdings Group Co., Ltd., Fujian Jinjiang Yingshi Venture Capital Partnership, Fujian Zhongshen Construction Development Co., Ltd., J.P. Morgan Securities PLC, Guotai Asset Management, Jianxin Asset Management, Eastmoney Sci-Tech Innovation Index ETF, and Guotou Ruijin UBS CSI Resource Index (LOF) A, collectively holding 33.61% of shares [1] - Compared to the previous quarter, the combined holding percentage of the top ten institutions decreased by 0.87 percentage points [1] Public Fund Participation - In this reporting period, 2,093 public funds were disclosed, including notable funds such as Nu'an Flexible Allocation Mixed Fund, Guolian An Core Trend One-Year Holding Mixed A, Huisheng Huimin Mixed A, Bank of China Healthcare Mixed A, and Baoying Consumption Theme Mixed Fund [1]