Summary of Key Points Core Viewpoint - 中旗股份 (300575.SZ) released its 2025 semi-annual report, indicating a decline in institutional ownership and changes in fund holdings [1] Institutional Holdings - As of August 25, 2025, five institutional investors disclosed holdings in 中旗股份, totaling 13.9426 million shares, which represents 2.92% of the total share capital [1] - The institutional ownership decreased by 2.85 percentage points compared to the previous quarter [1] Public Fund Holdings - Two public funds were disclosed this period, including 嘉实沪港深精选股票 and 嘉实瑞成两年持有期混合A, with no new public funds reported compared to the previous quarter [1] Social Security Fund Holdings - One social security fund, 国泰基金管理有限公司-社保基金四二一组合, reported a decrease in holdings, with a reduction of 0.46% compared to the previous quarter [1] Foreign Investment - One new foreign institution, BARCLAYS BANK PLC, disclosed its holdings this period, indicating a continued interest from foreign investors [1]

Group 1 - The core viewpoint of the article is that Derun Electronics (002055.SZ) reported a decline in institutional ownership in its semi-annual report for 2025, with a total of 35.8142 million shares held by two institutional investors, representing 5.92% of the total share capital [1] - The institutional ownership decreased by 8.61 percentage points compared to the previous quarter [1] - The newly disclosed foreign institutional investor is J.P. Morgan Securities PLC - proprietary funds, while Hong Kong Central Clearing Limited is no longer disclosed as a foreign institutional investor [1]

Core Insights - Changqing Technology (001324.SZ) released its semi-annual report for 2025 on August 23, 2025, indicating significant institutional investor interest [1] Institutional Holdings - As of August 22, 2025, a total of 11 institutional investors disclosed holdings in Changqing Technology A-shares, with a combined holding of 77.93 million shares, representing 56.47% of the total share capital [1] - The top ten institutional investors include Changzhou Changqing Industrial Investment Group Co., Ltd., Awei Holdings Limited, and several others, collectively holding 55.82% of the shares [1] - Compared to the previous quarter, the combined holding percentage of the top ten institutions decreased by 3.89 percentage points [1]

外资态度来看，本期较上一季未再披露的外资机构包括高盛国际-自有资金、MORGAN STANLEY & CO. INTERNATIONAL PLC.、J.P.Morgan Securities PLC-自有资金、UBS AG。 2025年8月22日，品渥食品(300892.SZ)发布2025年半年度报告。截至2025年8月21日，共有2个机构投资 者披露持有品渥食品A股股份，合计持股量达491.80万股，占品渥食品总股本的4.92%。其中，机构投 资者包括上海熹利企业管理中心(有限合伙)、广东奶酪投资基金股份有限公司-奶酪精选三十五号私募证 券投资基金，机构投资者合计持股比例达4.92%。相较于上一季度，机构持股比例合计下跌了1.72个百 分点。 ...

Group 1 - Guangkang Biotech (300804.SZ) released its semi-annual report for 2025 on August 22, 2025, indicating that as of August 21, 2025, a total of 8 institutional investors disclosed holdings in Guangkang Biotech A-shares, with a total holding of 10.2497 million shares, accounting for 13.85% of the total share capital [1] - The institutional investors include several firms such as Yingde Zhongxing Investment Management Co., Ltd., Shenzhen Qianhai Ruihong Kaiyin Asset Management Co., Ltd., and Morgan Stanley & Co. International PLC, among others [1] - Compared to the previous quarter, the total proportion of institutional holdings decreased by 5.09 percentage points [1] Group 2 - In the public fund sector, one public fund, CITIC Prudential Multi-Strategy Mixed (LOF) A, was not disclosed in this period compared to the previous quarter [2] - Regarding foreign investment attitudes, one new foreign institution disclosed in this period is Morgan Stanley & Co. International PLC [2]

Core Insights - Yuhua Tian (300815.SZ) released its semi-annual report for 2025, indicating significant institutional investor involvement with a total holding of 209 million shares, representing 52.42% of the company's total equity [1] Institutional Holdings - As of August 21, 2025, five institutional investors disclosed their holdings in Yuhua Tian, with a combined shareholding of 209 million shares [1] - The institutional investor group includes Tibet Tianzhirun Investment Management Co., Ltd., Shenzhen Xinhongtai Investment Management Co., Ltd., Tibet Yunneng Environmental Technology Co., Ltd., Dajia Life Insurance Co., Ltd. - Universal Products, and Hong Kong Central Clearing Limited [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 5.09 percentage points [1] Public Fund and Insurance Holdings - In the public fund category, one new public fund was disclosed this period, namely the CSI 2000 [1] - In the insurance sector, Dajia Life Insurance Co., Ltd. - Universal Products reduced its holdings, resulting in a slight decrease in its shareholding percentage [1] Foreign Investment - In terms of foreign investment, one foreign fund, Hong Kong Central Clearing Limited, reduced its holdings, with a decrease of 0.28% compared to the previous quarter [1]

Core Viewpoint - Dongbei Group (601956.SH) reported a decline in institutional ownership in its 2025 semi-annual report, with a total of 4 institutional investors holding 307 million shares, representing 49.30% of the total share capital, a decrease of 1.71 percentage points from the previous quarter [1] Institutional Ownership - As of August 21, 2025, institutional investors include Huangshi Huizhi Investment Partnership (Limited Partnership), Jiangsu Locke Electric Group Co., Ltd., Hubei Gaotou Chankong Investment Co., Ltd., and J.P. Morgan Securities PLC - proprietary funds [1] - The total institutional ownership decreased by 1.71 percentage points compared to the previous quarter [1] Public Fund and Foreign Investment - One public fund, Bosera CSI 2000 ETF, was not disclosed in the current period compared to the previous quarter [1] - In terms of foreign investment, one new foreign institution, J.P. Morgan Securities PLC - proprietary funds, was disclosed in the current period compared to the previous quarter [1]

Core Viewpoint - JinDan Technology (300829.SZ) reported its semi-annual results for 2025, highlighting a decrease in institutional ownership of its A-shares [1] Institutional Ownership - As of August 21, 2025, four institutional investors disclosed holding a total of 17.7471 million shares of JinDan Technology, representing 8.10% of the company's total share capital [1] - The institutional investors include Shenzhen Shouzhong Education Industry Development Equity Investment Enterprise (Limited Partnership), Shenzhen Huabao Wanying Asset Management Co., Ltd. - Huabao Wanying Asset High恒 No. 1 Private Securities Investment Fund, Shenzhen Huabao Wanying Asset Management Co., Ltd. - Huabao Wanying Longteng No. 2 Private Securities Investment Fund, and Guangzhou Chengxin Chuangye Investment Co., Ltd. [1] - Compared to the previous quarter, the total institutional ownership percentage decreased by 1.27 percentage points [1]

Core Insights - Tianrun Industrial (002283.SZ) released its semi-annual report for 2025, indicating that as of August 21, 2025, five institutional investors held a total of 232 million shares, representing 20.32% of the company's total share capital [1] - The institutional holding percentage decreased by 1.89 percentage points compared to the previous quarter [1] Institutional Investors - The institutional investors include Tianrun United Group Co., Ltd., Tianrun Industrial Technology Co., Ltd. - 2023 Employee Stock Ownership Plan, Hong Kong Central Clearing Limited, and Xinyuan Zhiyuan Quantitative Stock Selection Mixed A [1] - The total institutional holding percentage is now at 20.32% [1] Public Funds - One new public fund disclosed this period, Xinyuan Zhiyuan Quantitative Stock Selection Mixed A, while three public funds were not disclosed compared to the previous quarter, including Yongying Ruixin Mixed A, Yongying High-end Manufacturing A, and Yongying Ruijian Progress Mixed A [1] Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings this period, with a decrease of 0.71% [1]

Core Insights - Xunlong Holdings (000955.SZ) released its semi-annual report for 2025 on August 22, 2025, indicating significant institutional investor activity [1] Institutional Holdings - As of August 21, 2025, four institutional investors disclosed holdings in Xunlong Holdings A-shares, totaling 141 million shares, which represents 26.19% of the company's total share capital [1] - The institutional investors include Jiaxing Paradise Silicon Valley Equity Investment Co., Ltd., Hainan Zhuhua Science and Technology Trade Co., Ltd., Jiaxing Silicon Valley Paradise Yingyang Investment Partnership (Limited Partnership), and Tibet Xingrui Enterprise Management Service Co., Ltd. [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 2.52 percentage points [1]