Core Viewpoint - *ST Lanhua (000929.SZ) reported its semi-annual results for 2025, highlighting a significant presence of institutional investors holding 30.28% of its total shares as of August 25, 2025 [1] Institutional Holdings - As of the reporting date, there are four institutional investors disclosed holding shares in *ST Lanhua, with a total of 56.25 million shares [1] - The institutional investors include Lanzhou Yellow River New Prosperity Investment Co., Ltd., Hunan Yucheng Investment Co., Ltd., Xinyu High-tech Zone Yigudingyuan Enterprise Consulting Center (Limited Partnership), and Gansu Province Industrial Transportation Investment Co., Ltd. [1] - The total institutional holding percentage decreased by 0.68 percentage points compared to the previous quarter [1] Foreign Investment - There was no new disclosure of foreign institutional investors in this period, with J.P. Morgan Securities PLC - proprietary funds being the only previously disclosed foreign entity [1]

Group 1 - Wuxi Zhenhua (605319.SH) reported its semi-annual results for 2025, with 25 institutional investors holding a total of 90.88 million shares, representing 36.34% of the total share capital [1] - The top ten institutional investors collectively hold 35.21% of the shares, with a slight decrease of 0.86 percentage points compared to the previous quarter [1] - The report indicates a mix of changes in public fund holdings, with two funds increasing their stakes and one fund reducing its holdings [2] Group 2 - Sixteen new public funds disclosed their holdings this period, including notable names such as Xingquan Social Responsibility Mixed Fund and Morgan Dynamic Selection Mixed Fund [2] - One insurance fund, specifically from Taikang Life Insurance, reported a slight decrease in holdings compared to the previous quarter [2] - The report notes that the Kuwait Investment Authority has not disclosed its holdings this period [3]

Core Viewpoint - Guoguang Chain (605188.SH) reported its semi-annual results for 2025, highlighting significant institutional ownership and a slight decline in the proportion of shares held by institutional investors [1] Summary by Category Company Performance - As of August 25, 2025, a total of 4 institutional investors disclosed holdings in Guoguang Chain A-shares, with a combined holding of 255 million shares, representing 50.80% of the total share capital [1] - The institutional investors include Jiangxi Guoguang Industrial Co., Ltd., Ji'an Jingkai District Qixing Information Consulting Partnership (Limited Partnership), Ji'an Jingkai District Fuxing Information Consulting Partnership (Limited Partnership), and Guangxin Science and Education Group Co., Ltd. [1] Institutional Ownership - The total proportion of shares held by institutional investors decreased by 0.85 percentage points compared to the previous quarter [1]

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Kidswant, indicating a mixed sentiment in the market with a slight increase in stock price and notable financing activities [1] - As of August 25, Kidswant's stock price increased by 2.11%, with a trading volume of 1.369 billion yuan. The net financing buy was negative at 48.1 million yuan, indicating more repayments than new purchases [1] - The total financing and margin balance for Kidswant reached 676 million yuan, with the financing balance accounting for 4.12% of the circulating market value, which is above the 50th percentile level over the past year [1] Group 2 - As of June 30, Kidswant reported a total of 52,200 shareholders, a decrease of 10.72% from the previous period, while the average circulating shares per person increased by 12.73% to 24,029 shares [2] - For the first half of 2025, Kidswant achieved a revenue of 4.911 billion yuan, representing a year-on-year growth of 8.64%, and a net profit attributable to shareholders of 143 million yuan, which is a significant increase of 79.42% [2] - Since its A-share listing, Kidswant has distributed a total of 187 million yuan in dividends, with 165 million yuan distributed over the past three years [3]

Core Viewpoint - United Chemical (301209.SZ) reported its semi-annual results for 2025, highlighting significant institutional investor interest with a total holding of 61.35 million shares, representing 54.78% of the company's total equity [1] Institutional Holdings - As of August 25, 2025, six institutional investors disclosed their holdings in United Chemical, collectively owning 61.35 million shares, which accounts for 54.78% of the total share capital [1] - The institutional ownership increased by 0.98 percentage points compared to the previous quarter [1] Public Fund Disclosure - During this reporting period, one public fund, Bohai Huijin New Momentum Theme Mixed A, was disclosed, which had not been reported in the previous quarter [1]

Group 1 - The core viewpoint of the article is that 雷尔伟 (301016.SZ) has seen an increase in institutional investor holdings as of August 25, 2025, with a total of 4 institutional investors holding 6.4743 million shares, representing 2.96% of the total share capital, which is an increase of 0.38 percentage points compared to the previous quarter [1] Group 2 - Among the institutional investors, 南京博科企业管理中心 (Limited Partnership), UBS AG, MORGAN STANLEY & CO. INTERNATIONAL PLC., and Goldman Sachs International - proprietary funds are included, with the total institutional holding ratio rising to 2.96% [1] - Foreign investment sentiment shows that one foreign fund, MORGAN STANLEY & CO. INTERNATIONAL PLC., increased its holdings by 0.13% compared to the previous period [1] - Two new foreign institutions disclosed their holdings this period, namely UBS AG and Goldman Sachs International - proprietary funds, while J.P. Morgan Securities PLC - proprietary funds did not disclose their holdings this quarter [1]

公募基金方面，本期较上一季度新披露的公募基金共计1个，即广发集瑞债券A。 2025年8月26日，新城市(300778.SZ)发布2025年半年度报告。截至2025年8月25日，共有7个机构投资者 披露持有新城市A股股份，合计持股量达1.22亿股，占新城市总股本的59.72%。其中，机构投资者包括 深圳市远思实业有限责任公司、东台市望远科技有限公司、深圳市远方实业有限责任公司、 BARCLAYS BANK PLC、UBS AG、MORGAN STANLEY & CO. INTERNATIONAL PLC.、广发集瑞债 券A，机构投资者合计持股比例达59.72%。相较于上一季度，机构持股比例合计上涨了0.99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 3 家 ，包括BARCLAYS BANK PLC、UBS AG、 MORGAN STANLEY & CO. INTERNATIONAL PLC.。 ...

2025年8月26日，仙乐健康(300791.SZ)发布2025年半年度报告。截至2025年8月25日，共有12个机构投 资者披露持有仙乐健康A股股份，合计持股量达1.58亿股，占仙乐健康总股本的51.33%。其中，前十大 机构投资者包括广东光辉投资有限公司、玄元私募基金投资管理(广东)有限公司-玄元科新273号私募证 券投资基金、珠海阿巴马私募基金投资管理有限公司-阿巴马悦享红利96号私募证券投资基金、上海君 禾私募基金管理有限公司-君禾星辰二号私募证券投资基金、上海渊泓投资管理有限公司-渊泓上善1号 私募证券投资基金、中国银行股份有限公司-招商产业精选股票型证券投资基金、珠海横琴长乐汇资本 管理有限公司-专享1号私募证券投资基金、上海浦东发展银行股份有限公司-东方红核心价值混合型证 券投资基金、香港中央结算有限公司、银华-道琼斯88指数，前十大机构投资者合计持股比例达 51.25%。相较于上一季度，前十大机构持股比例合计下跌了0.20个百分点。 公募基金方面，本期较上一季度新披露的公募基金共计5个，包括招商产业精选股票A、东方红核心价 值混合A、银华-道琼斯88指数、招商中证消费龙头指数增强A、鑫元国证2 ...

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BARCLAYS BANK PLC。 2025年8月26日，天地数码(300743.SZ)发布2025年半年度报告。截至2025年8月25日，共有6个机构投资 者披露持有天地数码A股股份，合计持股量达1711.40万股，占天地数码总股本的11.32%。其中，机构投 资者包括升华集团控股有限公司、中国工商银行股份有限公司-诺安先锋混合型证券投资基金、招商银 行股份有限公司-交银施罗德启诚混合型证券投资基金、BARCLAYS BANK PLC、诺安进取回报混合、 诺安精选回报混合，机构投资者合计持股比例达11.32%。相较于上一季度，机构持股比例合计上涨了 3.41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1个，即诺安先锋混合A，持股增加占比达 1.23%。本期较上一季度新披露的公募基金共计3个，包括交银启诚混合A、诺安进取回报混合、诺安精 选回报混合。本期较上一季未再披露的公募基金共计4个，包括申万菱信中证500指数增强A、信澳星耀 智选混合A、信澳星亮智选混合A、信澳星煜智选混合A。 ...

Core Viewpoint - Petty Co., Ltd. (300673.SZ) released its semi-annual report for 2025, indicating a slight increase in institutional ownership compared to the previous quarter [1] Institutional Investors - As of August 25, 2025, four institutional investors disclosed holdings in Petty Co., Ltd., totaling 2.6136 million shares, which represents 1.05% of the total share capital [1] - The institutional investors include Zhongshan Lian Dong No.1 Equity Investment Center (Limited Partnership), CITIC Prudential Asset Management - CITIC Bank - CITIC Prudential Asset Management Chengyi Consumer Asset Management Product, Agricultural Bank of China Quality Agriculture Stock A, and Tongtai Huize Mixed A [1] - The total institutional ownership increased by 0.11 percentage points compared to the previous quarter [1] Public Funds - Two new public funds disclosed their holdings this period, namely Agricultural Bank of China Quality Agriculture Stock A and Tongtai Huize Mixed A [1] - Three public funds that were previously disclosed did not report this period, including招商瑞德一年持有期混合A, 招商瑞盈9个月持有期混合A, and 招商丰凯混合A [1] Foreign Investment - The report indicates that no foreign institutions were disclosed this period, with the notable absence of Goldman Sachs [1]