Group 1 - Sanmei Co., Ltd. (603379.SH) released its semi-annual report for 2025, showing that as of August 22, 2025, 53 institutional investors held a total of 95.9781 million shares, accounting for 15.72% of the total share capital [1] - The top ten institutional investors collectively held 14.82% of the shares, with a slight decrease of 0.35 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, five funds increased their holdings, while eleven funds reduced their holdings, with a decrease of 0.24% in total holdings [2] - Thirty new public funds were disclosed this period, while ten funds were not disclosed compared to the previous quarter [2] Group 3 - From the pension fund perspective, one fund reduced its holdings slightly, while one insurance fund increased its holdings marginally [3]

外资态度来看，本期较上一季度持股减少的外资基金共计3个，包括ABA-Bio (Hong Kong) Limited、 LAV Apex Hong Kong Limited、OAP III (HK) Limited，持股减少占比达2.40%。本期较上一季未再披露 的外资机构即LAV Alpha Hong Kong Limited。 2025年8月23日，益方生物(688382.SH)发布2025年半年度报告。截至2025年8月22日，共有142个机构投 资者披露持有益方生物A股股份，合计持股量达3.51亿股，占益方生物总股本的60.69%。其中，前十大 机构投资者包括InventisBio Hong Kong Limited、YUEHENG JIANG LLC、ABA-Bio (Hong Kong) Limited、XING DAI LLC、OAP III (HK) Limited、LAV Apex Hong Kong Limited、中国建设银行股份有 限公司-汇添富创新医药主题混合型证券投资基金、中国工商银行股份有限公司-中欧医疗健康混合型证 券投资基金、香港中央结算有限公司、招商银行股份有限公司-睿远成长 ...

Group 1 - Samsung Medical (601567.SH) released its semi-annual report for 2025, showing that as of August 21, 2025, 41 institutional investors held a total of 567 million shares, accounting for 40.18% of the total share capital [1] - The top ten institutional investors collectively held 39.13% of the shares, with a decrease of 1.08 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 17 funds increased their holdings compared to the previous period, with a total increase ratio of 0.17% [2] - Conversely, 11 funds reduced their holdings, with a total decrease ratio of 0.25% [2] - Eight new public funds were disclosed during this period, while 68 funds were not disclosed again compared to the previous quarter [2]

Core Viewpoint - Yulide (688628.SH) reported its semi-annual results for 2025, highlighting significant institutional investor holdings and changes in public fund investments [1][2] Group 1: Institutional Holdings - As of August 21, 2025, 11 institutional investors disclosed holdings in Yulide A-shares, totaling 68.0473 million shares, which represents 60.88% of Yulide's total share capital [1] - The top ten institutional investors collectively hold 60.83% of the shares, showing a decrease of 4.34 percentage points compared to the previous quarter [1] Group 2: Public Fund Investments - One public fund, Jiao Yin Qi Xin Mixed Initiation A, increased its holdings, while five public funds reduced their holdings, with a total decrease of 2.63% compared to the previous quarter [2] - One new public fund, Tai Xin Internet + Theme Mixed, was disclosed this period, while seven public funds were not disclosed again, including several notable funds [2]

Core Viewpoint - Lihe Technology (300800.SZ) reported a decrease in institutional ownership in its 2025 semi-annual report, indicating a shift in investor sentiment [1] Institutional Ownership - As of August 21, 2025, four institutional investors disclosed holdings in Lihe Technology A-shares, totaling 17.715 million shares, which represents 7.48% of the company's total equity [1] - The institutional ownership decreased by 1.11 percentage points compared to the previous quarter [1] Foreign Investment - One foreign fund, Morgan Stanley & Co. International PLC, reduced its holdings by 0.19% compared to the previous quarter [1] - A new foreign institution, Barclays Bank PLC, disclosed its holdings during this period [1]

Group 1 - The core viewpoint of the news is that 博迁新材 (605376.SH) has reported its half-year results for 2025, highlighting significant institutional investor interest and changes in shareholding patterns [1] - As of August 21, 2025, a total of 41 institutional investors hold shares in 博迁新材, with a combined holding of 138 million shares, representing 52.64% of the total share capital [1] - The top ten institutional investors account for 48.29% of the total shares, with a decrease of 2.77 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, there are 10 funds that increased their holdings compared to the previous period, with a total increase in holdings of 0.35% [2] - Conversely, 14 public funds reduced their holdings, with a total decrease of 0.54% compared to the previous quarter [2] - There are 10 newly disclosed public funds this period, while 7 funds have not been disclosed again compared to the previous quarter [2]

公募基金方面，本期较上一期持股增加的公募基金共计3个，包括广发中小盘精选混合A、易方达供给 改革混合、易方达产业机遇混合A，持股增加占比达0.37%。本期较上一季度持股减少的公募基金共计2 个，包括易方达创新驱动混合、易方达瑞程混合A，持股减少占比小幅下跌。本期较上一季度新披露的 公募基金共计6个，主要包括易方达价值精选混合、惠升和悦债券A、中银中小盘成长混合、华润元大 双鑫债券A、金元顺安成长动力灵活配置混合等。本期较上一季未再披露的公募基金共计13个，主要包 括国联安半导体ETF、兴全合兴混合A、易方达新兴成长混合、兴全精选混合、交银稳健配置混合等。 对于社保基金，本期较上一季未再披露的社保基金共计1个，即全国社保基金六零一组合。 外资态度来看，本期较上一季度持股减少的外资基金共计1个，即香港中央结算有限公司，持股减少占 比达0.26%。 2025年8月22日，德明利(001309.SZ)发布2025年半年度报告。截至2025年8月21日，共有16个机构投资 者披露持有德明利A股股份，合计持股量达1517.92万股，占德明利总股本的9.38%。其中，前十大机构 投资者包括泰安金程源企业管理合伙企业(有限合 ...

公募基金方面，本期较上一期持股增加的公募基金共计14个，主要包括中信证券红利价值A、融通中国 风1号灵活配置混合A/B、融通行业景气混合A/B、博时逆向投资混合A、宝盈发展新动能股票A等，持 股增加占比达0.11%。本期较上一季度持股减少的公募基金共计15个，主要包括嘉实价值驱动一年持有 期混合A、嘉实价值臻选混合A、鹏华启航混合、嘉实价值优势混合A、嘉实价值长青混合A等，持股减 少占比达0.43%。本期较上一季度新披露的公募基金共计26个，主要包括博时凤凰领航混合A、兴全社 会责任混合、摩根内需动力混合A、融通内需驱动混合A/B、宝盈优质成长混合A等。本期较上一季未 再披露的公募基金共计42个，主要包括广发制造业精选混合A、富国中证价值ETF、华夏睿阳一年持有 混合、长信增利动态策略混合、融通领先成长混合(LOF)A/B等。 2025年8月22日，纽威股份(603699.SH)发布2025年半年度报告。截至2025年8月21日，共有66个机构投 资者披露持有纽威股份A股股份，合计持股量达2.15亿股，占纽威股份总股本的27.94%。其中，前十大 机构投资者包括香港中央结算有限公司、北京恒德时代私募基金管理有 ...

Core Insights - Rui Ming Technology (002970.SZ) released its semi-annual report for 2025, indicating that as of August 21, 2025, 26 institutional investors held a total of 34.69 million shares, representing 19.41% of the company's total equity [1] - The top ten institutional investors collectively held 19.10% of the shares, showing a decrease of 1.42 percentage points compared to the previous quarter [1] Institutional Holdings - Four public funds increased their holdings compared to the previous period, with a total increase of 0.11%, including funds such as Nuon Innovation Driven Mixed A and Penghua Growth Smart Selection Mixed A [2] - One public fund, HSBC Jin Trust Value Pioneer Stock A, reported a slight decrease in holdings [2] - A total of 14 new public funds disclosed their holdings this period, including Xingquan Green Investment Mixed (LOF) and Nuon Theme Selection Mixed [2] - Thirty public funds were not disclosed in this period, including Dongfanghong Rui Feng Mixed and Nuon Value Growth Mixed A [2] Social Security and Foreign Investment - One social security fund, the National Social Security Fund 502 Portfolio, was not disclosed in this period [3] - Two foreign funds, including Jia Tong Investment Co., Ltd. and Hong Kong Central Clearing Limited, reported a decrease in holdings, with a total reduction of 1.25% [3]

Group 1 - Sany Heavy Industry (600031.SH) released its 2025 semi-annual report on August 22, 2025, showing that 171 institutional investors disclosed holding A-shares, totaling 4.518 billion shares, which accounts for 53.31% of Sany's total share capital [1] - The top ten institutional investors include Sany Group Co., Ltd., Hong Kong Central Clearing Limited, China Securities Finance Corporation, and several funds from Industrial and Commercial Bank of China, with their combined holding ratio reaching 50.35%, an increase of 1.71 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 29 funds increased their holdings, including Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, with an increase ratio of 0.48% [2] - Conversely, 47 public funds reduced their holdings, with a decrease ratio of 0.27%, including funds like E Fund New Emerging Value One-Year Holding Mixed A [2] - A total of 54 new public funds were disclosed this period, while 122 funds were not disclosed compared to the previous quarter [2] Group 3 - One social security fund, the National Social Security Fund 103 Portfolio, reduced its holdings, resulting in a slight decrease in its holding ratio [2]