Group 1 - Zhaowei Electromechanical (003021.SZ) released its semi-annual report for 2025, indicating that as of August 27, 2025, 37 institutional investors held a total of 120 million A-shares, accounting for 49.95% of the total share capital [1] - The top ten institutional investors collectively held 49.62% of the shares, with a notable decrease of 4.58 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four funds reported a decrease in holdings compared to the previous quarter, with a total reduction of 1.61% [2] - Thirteen new public funds were disclosed during this period, including notable names such as Southern CSI 1000 ETF and Rongtong Internet Media Flexible Allocation Mixed Fund [2] - One foreign fund, Hong Kong Central Clearing Limited, reported a decrease in holdings, with a reduction of 0.57% compared to the previous quarter [2]

2025年8月28日，东方日升(300118.SZ)发布2025年半年度报告。截至2025年8月27日，共有21个机构投 资者披露持有东方日升A股股份，合计持股量达1.54亿股，占东方日升总股本的13.53%。其中，前十大 机构投资者包括光华阳光资产管理有限公司-宁海兴泰合股权投资合伙企业(有限合伙)、交通银行股份有 限公司-汇丰晋信低碳先锋股票型证券投资基金、香港中央结算有限公司、中国建设银行股份有限公司- 前海开源公用事业行业股票型证券投资基金、中国银行股份有限公司-华泰柏瑞中证光伏产业交易型开 放式指数证券投资基金、交通银行股份有限公司-汇丰晋信核心成长混合型证券投资基金、上海道得投 资管理合伙企业(有限合伙)-马鞍山市道得新材料股权投资基金合伙企业(有限合伙)、交通银行股份有限 公司-汇丰晋信智造先锋股票型证券投资基金、交通银行-汇丰晋信动态策略混合型证券投资基金、汇添 富中证光伏产业指数增强发起式A，前十大机构投资者合计持股比例达13.48%。相较于上一季度，前十 大机构持股比例合计下跌了1.36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，即汇丰晋信核心成长混合A，持股增加占 ...

Group 1 - Dongyue Silicon Materials (300821.SZ) released its semi-annual report for 2025 on August 27, 2025, with 12 institutional investors holding a total of 794 million shares, representing 66.19% of the total share capital [1] - The top ten institutional investors collectively hold 66.02% of the shares, with a decrease of 1.02 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 of 0.13% [2] - One new public fund was disclosed this period, namely the Huaxia CSI 1000 ETF, while three funds were not disclosed in the current period [2] - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.10% compared to the previous quarter [2]

香港交易所信息显示，贝莱德在美团-W的持股比例于08月22日从5.96%升至6.22%；在海尔智家的持股 比例于08月22日从7.04%降至6.88%；在李宁的持股比例于08月22日从5.39%降至4.55%。 ...

2025年8月27日，华兰股份(301093.SZ)发布2025年半年度报告。截至2025年8月26日，共有10个机构投 资者披露持有华兰股份A股股份，合计持股量达5660.92万股，占华兰股份总股本的44.82%。其中，前 十大机构投资者包括江阴华兰机电科技有限公司、瑞众人寿保险有限责任公司-自有资金、上海磬晟私 募基金管理有限公司-磬晟联盈五号私募证券投资基金、江阴华恒投资有限公司、和盛财富(北京)基金管 理有限公司-和盛财富甄选七号私募证券投资基金、中国银河证券股份有限公司、长江智能制造混合型 发起式A、大成创业板两年定开混合A、银河康乐股票A、长江旭日混合A，前十大机构投资者合计持股 比例达44.82%。相较于上一季度，前十大机构持股比例合计下跌了4.34个百分点。 公募基金方面本期较上一季度持股减少的公募基金共计3个，包括长江智能制造混合型发起式A、长江 旭日混合A、银河康乐股票A，持股减少占比达0.26%。本期较上一季度新披露的公募基金共计1个，即 大成创业板两年定开混合A。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 对于社保基金，本期较上一季未再披露的社保基金共计1 ...

Core Viewpoint - Huaru Technology (301302.SZ) reported its semi-annual results for 2025, highlighting a total institutional ownership of 27.98 million shares, representing 17.95% of the company's total equity, with a decline in institutional ownership compared to the previous quarter [1] Institutional Ownership - As of August 26, 2025, five institutional investors disclosed their holdings in Huaru Technology, with a combined shareholding of 27.98 million shares, accounting for 17.95% of the total equity [1] - The institutional ownership percentage decreased by 1.72 percentage points compared to the previous quarter [1] Public Fund and Social Security Fund - Three public funds were not disclosed in the current period compared to the previous quarter, including GF Technology Innovation Mixed A, Changxin National Defense and Military Industry Quantitative Mixed A, and Penghua Macro Mixed [1] - One social security fund was not disclosed in the current period compared to the previous quarter, specifically the National Social Security Fund 503 Portfolio [1]

Summary of Key Points Core Viewpoint - Jieshun Technology (002609.SZ) reported its 2025 semi-annual results, highlighting significant institutional investor interest and changes in shareholding patterns. Group 1: Institutional Investors - As of August 26, 2025, 28 institutional investors disclosed holdings in Jieshun Technology A-shares, totaling 145 million shares, which represents 22.45% of the company's total equity [1] - The top ten institutional investors collectively hold 20.58% of the shares, with a decrease of 1.09 percentage points compared to the previous quarter [1] Group 2: Public Funds - Nine public funds increased their holdings during this period, with a total increase percentage of 0.65%, including notable funds like Morgan Stanley Digital Economy Mixed A and Huashang Leading Enterprises Mixed [2] - Two public funds reported a decrease in holdings, with a slight decline, including Morgan Stanley Technology Leading Mixed A and Xin'ao Ju You Smart Selection Mixed A [2] - Fourteen new public funds disclosed their holdings, while ten public funds were not disclosed in this period, indicating a dynamic shift in public fund participation [2] Group 3: Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.14% compared to the previous quarter, reflecting a cautious stance from foreign investors [2]

Group 1 - Tianhai Defense (300008.SZ) released its semi-annual report for 2025, revealing that as of August 26, 2025, 15 institutional investors held a total of 389 million shares, accounting for 22.53% of the company's total share capital [1] - The top ten institutional investors collectively held 22.29% of the shares, with a decrease of 1.46 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 10 new public funds were disclosed this period, including Guotai CSI Military ETF and Southern CSI 1000 ETF, while one fund, Taixin Double Interest Bond C, was not disclosed this period [2] - Foreign investment sentiment showed a decrease in holdings from one foreign fund, Hong Kong Central Clearing Limited, with a reduction of 1.84% [2]

Group 1 - Dongtu Technology (300353.SZ) released its semi-annual report for 2025 on August 26, 2025, with a total of 9 institutional investors disclosing their holdings, amounting to 34.3165 million shares, which represents 5.58% of the total share capital [1] - The total institutional holding ratio decreased by 2.92 percentage points compared to the previous quarter [1] Group 2 - Among public funds, there was an increase in holdings from one fund, the Southern CSI 2000 ETF, while four funds reduced their holdings, with a total decrease of 0.26% [2] - One new public fund disclosed its holdings, the Qianhai Kaiyuan Shengxin Mixed A, while eight public funds did not disclose their holdings this period, including several notable funds [2] Group 3 - The MACD golden cross signal has formed, indicating a positive trend for certain stocks [3]

Group 1 - Kexin Technology (688788.SH) released its semi-annual report for 2025 on August 27, 2025, showing that as of August 26, 2025, seven institutional investors disclosed holding a total of 6.4158 million A-shares, accounting for 4.08% of the total share capital [1] - The proportion of institutional holdings decreased by 1.42 percentage points compared to the previous quarter [1] - Two new public funds were disclosed this period, including Changxin National Defense Military Industry Quantitative Mixed A and Zhonggeng Small Cap Value Stock, while twelve public funds were not disclosed compared to the previous quarter [1] Group 2 - One insurance fund increased its holdings this period, specifically Qianhai Life Insurance Co., Ltd. - Dividend Insurance Product Huatai Combination, with an increase of 0.7% [2] - One pension fund was not disclosed this period, which is also Qianhai Life Insurance Co., Ltd. - Dividend Insurance Product [2]