2025年10月28日，胜宏科技(300476.SZ)发布2025年第三季报。截至2025年10月27日，共有190个机构投 资者披露持有胜宏科技A股股份，合计持股量达3.85亿股，占胜宏科技总股本的44.26%。其中，前十大 机构投资者包括深圳市胜华欣业投资有限公司、胜宏科技集团(香港)有限公司、香港中央结算有限公 司、惠州市博达兴实业有限公司、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、深圳永冠基金管理有限 公司-永冠新瑞1号私募证券投资基金、招商银行股份有限公司-睿远成长价值混合型证券投资基金、上 海飒露紫私募基金管理有限公司-飒露紫550毛毛私募证券投资基金、中航机遇领航混合发起A，前十大 机构投资者合计持股比例达40.68%。相较于上一季度，前十大机构持股比例合计下跌了3.14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50个，主要包括中航机遇领航混合发起A、信澳 业绩驱动混合A、华夏国证消费电子主题ETF、国投瑞银新能源混合A、易方达价值成长混合等，持股 增加占比达0.75%。本期较上一季度 ...

Core Insights - Northeast Pharmaceutical (000597.SZ) released its Q3 2025 report, indicating that as of October 27, 2025, five institutional investors hold a total of 807 million shares, representing 56.52% of the company's total equity [1] Institutional Holdings - The total institutional holding percentage decreased by 1.38 percentage points compared to the previous quarter [1] - The institutional investors include Jiangxi Fangda Steel Group Co., Ltd., Liaoning Fangda Group Industrial Co., Ltd., Hong Kong Central Clearing Limited, China Merchants Bank Co., Ltd. - Southern CSI 1000 ETF, and Western Lide CSI 1000 Index Enhanced A [1] Public Fund Activity - One public fund, Western Lide CSI 1000 Index Enhanced A, increased its holdings, while another, Southern CSI 1000 ETF, decreased its holdings [1] - A total of 62 public funds did not disclose their holdings this quarter, including notable funds such as Huaxia CSI 1000 ETF and GF CSI 1000 ETF [1] Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.44% compared to the previous quarter [1]

Core Insights - Sophia (002572.SZ) reported its Q3 2025 results, revealing that as of October 27, 2025, 12 institutional investors held a total of 96.09 million shares, representing 9.98% of the company's total equity [1] - The top ten institutional investors collectively held 9.91% of the shares, with a decrease of 4.54 percentage points compared to the previous quarter [1] Institutional Holdings - Among public funds, three funds increased their holdings, including ICBC Value Select Mixed A, Ping An Low Carbon Economy Mixed A, and Chuangjin Hexin Xinqi Mixed A, with an increase ratio of 1.13% [2] - Two public funds reduced their holdings, namely Ping An Value Vision Mixed A and Southern CSI 500 ETF, showing a slight decline [2] - Two new public funds were disclosed this period: Ping An Value Enjoy Mixed A and Ping An Value Select Mixed A, while 292 public funds were not disclosed compared to the previous quarter [2] Social Security and Insurance Funds - One social security fund, the National Social Security Fund 413 Portfolio, was not disclosed in this period compared to the previous quarter [3] - One insurance fund, China Life Insurance Co., Ltd. - Traditional - Ordinary Insurance Product - 005L-CT001 Shanghai, reduced its holdings slightly [3] - One foreign fund, Hong Kong Central Clearing Limited, also reduced its holdings by 2.28% compared to the previous quarter [3]

Group 1 - The core viewpoint of the news is that as of October 27, 2025, institutional investors hold a significant portion of Daikin Heavy Industries' A-shares, totaling 314 million shares, which accounts for 49.28% of the company's total share capital [1] - The top ten institutional investors collectively hold 48.06% of the shares, with a decrease of 2.72 percentage points compared to the previous quarter [1] - The report highlights the changes in public funds, with six funds increasing their holdings and five funds decreasing their holdings, indicating a mixed sentiment among public investors [2] Group 2 - Among public funds, the increase in holdings is represented by funds such as China Europe Economic Growth Mixed A and Silver Hua Science and Technology Theme Flexible Configuration Mixed, with an increase ratio of 0.34% [2] - Conversely, the decrease in holdings includes funds like E Fund Innovation-Driven Mixed and E Fund Rui Cheng Mixed A, with a decrease ratio of 0.22% [2] - The report also notes that one social security fund and one pension fund reduced their holdings, indicating a cautious approach from these institutional investors [2][3]

Core Viewpoint - Guoneng Rixin (301162.SZ) reported its Q3 2025 results, highlighting a significant presence of institutional investors holding 13.59% of its total shares, with a notable decline in the proportion held by the top ten institutions compared to the previous quarter [1] Group 1: Institutional Holdings - As of October 27, 2025, 13 institutional investors disclosed holdings in Guoneng Rixin A-shares, totaling 18.01 million shares [1] - The top ten institutional investors include notable entities such as An Yi Hou Yuan Guang Hui Investment Partnership, China Construction Bank - Nord Value Advantage Mixed Securities Investment Fund, and China Ping An Life Insurance [1] - The combined holding ratio of the top ten institutional investors decreased by 3.94 percentage points compared to the previous quarter, now standing at 13.54% [1] Group 2: Public Fund Activity - Three public funds increased their holdings compared to the previous period, including Nord Value Advantage Mixed, Ping An Craftsmanship Preferred Mixed A, and E Fund CSI 500 Enhanced Strategy ETF, with an increase ratio of 1.04% [2] - Five new public funds disclosed their holdings this quarter, including Guoshou Anbao Strategy Selected Mixed (LOF) A and Changsheng Internet+ Mixed A [2] - A total of 115 public funds did not disclose their holdings this quarter, with notable exclusions such as Huaxia Emerging Economy One-Year Holding Mixed A and GF Electronic Information Media Stock A [2] Group 3: Insurance Capital - One insurance capital entity, Ruizhong Life Insurance Co., Ltd. - Proprietary Funds, reported a decrease in holdings compared to the previous quarter [2]

2025年10月28日，达嘉维康(301126.SZ)发布2025年第三季报。截至2025年10月27日，共有4个机构投资 者披露持有达嘉维康A股股份，合计持股量达2196.03万股，占达嘉维康总股本的10.69%。其中，机构 投资者包括长沙同嘉投资管理合伙企业(有限合伙)、桐乡稼沃云枫股权投资合伙企业(有限合伙)、宁波 梅山保税港区量吉股权投资合伙企业(有限合伙)、宁波梅山保税港区淳康股权投资合伙企业(有限合 伙)，机构投资者合计持股比例达10.69%。相较于上一季度，机构持股比例合计下跌了2.33个百分点。 外资态度来看，本期较上一季未再披露的外资机构即BARCLAYS BANK PLC。 公募基金方面，本期较上一季未再披露的公募基金共计34个，主要包括诺安多策略混合A、国金量化多 因子A、国金量化精选A、西部利得量化优选一年持有期混合A、富荣福耀混合A等。 ...

Core Insights - Hehua Co., Ltd. (000953.SZ) released its Q3 2025 report on October 28, 2025, indicating a total of 126 million shares held by institutional investors, representing 34.35% of the company's total share capital [1] Institutional Holdings - Three institutional investors disclosed their holdings in Hehua Co., Ltd., including Ningbo Yinyi Holdings Co., Ltd., Guangxi Hechi Chemical Industry Group Co., Ltd., and Shenzhen Liren Cultural Communication Co., Ltd. [1] - The total institutional holding percentage decreased by 1.19 percentage points compared to the previous quarter [1] Public Fund Disclosures - Three public funds were not disclosed in this period compared to the previous quarter, including Hai Futong CSI 300 Enhanced C, Xinhua Small and Medium-sized Value Selection Mixed Fund, and Huaxia CSI 800 Index Enhanced A [1] Foreign Investor Attitude - The report noted that several foreign institutions, including UBS AG, Morgan Stanley & Co. International PLC, and Goldman Sachs International - Proprietary Capital, were not disclosed in this period compared to the previous quarter [1]

Group 1 - JunDa Co., Ltd. (002865.SZ) released its Q3 2025 report on October 28, 2025, indicating that as of October 27, 2025, eight institutional investors held a total of 93.9624 million shares, representing 32.11% of the total share capital [1] - The proportion of shares held by institutional investors decreased by 1.07 percentage points compared to the previous quarter [1] - Among public funds, two funds reduced their holdings, including Wan Jia Quality Life A and the Photovoltaic ETF, with a total reduction of 0.11% [1] Group 2 - One social security fund, the National Social Security Fund 118 Portfolio, reduced its holdings by 0.10% compared to the previous quarter [2] - Foreign investment sentiment showed an increase, with one foreign fund, Hong Kong Central Clearing Limited, increasing its holdings by 0.14% [2]

Group 1 - Lino Pharmaceutical Packaging (301188.SZ) reported its Q3 2025 results, with 10 institutional investors holding a total of 123 million shares, representing 51.41% of the company's total equity as of October 27, 2025 [1] - The top ten institutional investors include Lino Investment Holdings Group, Jinan Hongdao New Energy Partnership, and several investment funds, collectively holding 51.41% of shares, which is a decrease of 4.04 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, three funds increased their holdings compared to the previous period, with a total increase in holdings of 2.91% [2] - One new public fund disclosed its holdings this quarter, while 94 public funds did not disclose their holdings compared to the previous quarter, including several notable funds [2]

Group 1 - The core viewpoint of the news is that Sanbo Brain Science (301293.SZ) reported a decrease in institutional ownership in its third-quarter report for 2025, with a total of 9 institutional investors holding 42.6175 million shares, representing 20.69% of the total share capital, down by 1.89 percentage points from the previous quarter [1] Group 2 - In the public fund sector, there was an increase in holdings from one public fund, Galaxy Medical Mixed A, while two public funds, Huabao CSI Medical ETF and Southern CSI 1000 ETF, reported a decrease in holdings by 0.37% [2] - A total of 73 public funds did not disclose their holdings this quarter, including major funds like Huaxia CSI 1000 ETF and GF CSI 1000 ETF [2] - In the insurance sector, two insurance funds, both from Taikang Life Insurance, reported a slight decrease in holdings [2] - Foreign investment sentiment showed a decrease in holdings from one foreign fund, TBP 3Doctors (HK) Limited, by 0.21% [2]