Core Insights - Dongfang Risen (300118.SZ) reported its 2025 semi-annual results, revealing that as of August 27, 2025, 21 institutional investors held a total of 154 million shares, accounting for 13.53% of the company's total equity [1] - The top ten institutional investors collectively held 13.48% of the shares, with a decrease of 1.36 percentage points compared to the previous quarter [1] Institutional Holdings - The top institutional investors include Guanghua Sunshine Asset Management, Bank of Communications, Hong Kong Central Clearing Limited, China Construction Bank, and others [1] - The number of institutional investors holding shares has remained stable, but the proportion held by the top ten has decreased [1] Public Fund Activity - One public fund, HSBC Jintrust Core Growth Mixed A, increased its holdings by 0.11% compared to the previous period [2] - One public fund, the Photovoltaic ETF, saw a slight decrease in holdings [2] - Eleven new public funds disclosed their holdings this period, including HSBC Jintrust Dynamic Strategy Mixed A and others [2] - Four public funds that were previously disclosed have not reported this period [2] Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.73% compared to the previous period [2]

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%。 ...

Group 1 - The core viewpoint of the news is that Hualan Co., Ltd. (301093.SZ) reported a decrease in institutional holdings in its semi-annual report for 2025, with a total of 10 institutional investors holding 56.6092 million shares, accounting for 44.82% of the total share capital, which is a decrease of 4.34 percentage points from the previous quarter [1] Group 2 - Among public funds, three funds reduced their holdings compared to the previous quarter, with a total reduction rate of 0.26%, while one new public fund was disclosed [1] - In the insurance sector, one insurance company, Ruizhong Life Insurance Co., Ltd., reduced its holdings by 1.0% compared to the previous quarter [2]

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]

Core Viewpoint - Hebei New Materials (301555.SZ) reported its semi-annual results for 2025, highlighting significant institutional ownership and changes in investor composition [1] Institutional Ownership - As of August 26, 2025, a total of 13 institutional investors disclosed holdings in Hebei New Materials A-shares, with a combined holding of 57.947 million shares, representing 62.80% of the total share capital [1] - The top ten institutional investors include companies such as Hu Li Epoxy Resin Co., Ltd., Dongrui International Co., Ltd., and UBS AG, with their combined holding percentage at 62.15% [1] - Compared to the previous quarter, the combined holding percentage of the top ten institutions decreased by 2.35 percentage points [1] Public Fund and Foreign Investment - In the current period, one new public fund was disclosed, namely the Furong Fukan Mixed A Fund [1] - Regarding foreign investment, one foreign fund, Dongrui International Co., Ltd., reduced its holdings by 0.17% compared to the previous quarter, while UBS AG was a newly disclosed foreign institution [1]