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个，即全国社保基金五零二组合。 2025年8月26日，永艺股份(603600.SH)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 者披露持有永艺股份A股股份，合计持股量达1.73亿股，占永艺股份总股本的52.19%。其中，机构投资 者包括永艺控股有限公司、安吉尚诚永盛股权投资管理有限公司、玄元私募基金投资管理(广东)有限公 司-玄元科新173号私募证券投资基金、泰康人寿保险有限责任公司-传统-普通保险产品-019L-CT001 沪、泰康资产丰达股票型养老金产品-上海浦东发展银行股份有限公司、泰康人寿保险有限责任公司-分 红-个人分红-019L-FH002沪、中国工商银行股份有限公司-大成竞争优势混合型证券投资基金，机构投 资者合计持股比例达52.19%。相较于上一季度，机构持股比例合计上涨了0.07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，即大成竞争优势混合A，持股增加占比小 幅上涨。本期较上一季未再披露的公募基金共计3个，包括招商量化精选股 ...

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个，即招商基金管理有限公司-社保基金1903组 合。 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，鹭燕医药(002788.SZ)发布2025年半年度报告。截至2025年8月25日，共有3个机构投资 者披露持有鹭燕医药A股股份，合计持股量达1.44亿股，占鹭燕医药总股本的37.02%。其中，机构投资 者包括厦门麦迪肯科技有限公司、厦门三态科技有限公司、BARCLAYS BANK PLC，机构投资者合计 持股比例达37.02%。相较于上一季度，机构持股比例合计下跌了0.46个百分点。 公募基金方面，本期较上一季未再披露的公募基金共计2个，包括国金300指数增强A、民生加银国证 2000指数增强A。 ...

网易发布二季度末持仓报告：持股拼多多和有道，其中拼多多355.5万股，约26亿元 最近网络盛传丁磊的网易增持了拼多多，事实真的如此吗？ 据网易（NTES.US）8月14号公布的13F持仓报告首次备案显示，公司分别持股网易有道（DAO.US）及拼多多（PDD.US）。 其中，公司持有网易有道约289.8万股；持有拼多多约355.5万股。根据网易5月8号发布的Q1 13F持仓报告的信息（仅持股网易有道）可以推断出，对拼多多 的建仓发生在第二季度。 | Report Summary: | | | --- | --- | | Number of Other Included Managers: | 0 | | Form 13F Information Table Entry Total: | 2 | | | The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and con | | | | | ...

Core Insights - New Xiang Microelectronics (688593.SH) released its semi-annual report for 2025, indicating significant institutional investment in the company [1] Institutional Holdings - As of August 22, 2025, 13 institutional investors disclosed holdings in New Xiang Micro, totaling 279 million shares, which represents 60.70% of the company's total share capital [1] - The top ten institutional investors collectively hold 58.51% of the shares, with a 1.99 percentage point increase from the previous quarter [1] Public Fund and Foreign Investment - One new public fund was disclosed in this period, namely the Caitong Advanced Manufacturing Select Mixed Fund A [1] - One new foreign institution, Taiwan Analog Technology Co., Ltd., was also disclosed in this quarter [1]

Core Insights - Guangyun Technology (688365.SH) released its semi-annual report for 2025 on August 23, 2025, indicating significant institutional investor interest in the company [1] Institutional Holdings - As of August 22, 2025, a total of 21 institutional investors disclosed holdings in Guangyun Technology A-shares, with a combined holding of 223 million shares, representing 52.45% of the total share capital [1] - The top ten institutional investors include Hangzhou Guangyun Investment Co., Ltd., Hangzhou Huaying Investment Partnership (Limited Partnership), Hainan Qiyu Enterprise Management Partnership (Limited Partnership), and others, with their combined holding percentage reaching 52.18% [1] - Compared to the previous quarter, the combined holding percentage of the top ten institutions increased by 1.26 percentage points [1] Public Fund Disclosures - In this reporting period, 16 new public funds disclosed their holdings compared to the previous quarter, including notable funds such as Nuon An Stable Return Mixed A, Penghua Innovation Future Mixed (LOF), and others [1]

Group 1 - Trina Solar (688599.SH) reported its semi-annual results for 2025, with 21 institutional investors holding a total of 1.006 billion shares, representing 46.14% of the company's total share capital as of August 22, 2025 [1] - The top ten institutional investors collectively hold 45.83% of the shares, with a slight decrease of 0.46 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four funds increased their holdings, accounting for a 0.90% increase, while two funds saw a slight decrease in holdings [2] - Seven new public funds were disclosed during this period, including several ETFs focused on the Sci-Tech Innovation Board [2] - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.60% compared to the previous quarter [2]

对于社保基金，本期较上一季度持股减少的社保基金共计1个，即全国社保基金一零一组合，，持股减 少占比小幅下跌。本期较上一季未再披露的社保基金共计1个，即全国社保基金四零一组合。 养老金视角，本期较上一季度持股减少的养老金基金共计1个，即基本养老保险基金八零八组合，持股 减少占比小幅下跌。 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，包括南方中证500ETF、华泰紫金创新先锋 混合(LOF)C、海富通策略收益债券A，持股增加占比小幅上涨。本期较上一季度新披露的公募基金共计 8个，主要包括泰康医疗健康股票发起A、广发中证智选高股息策略ETF、南方中小盘成长股票A、信澳 价值精选混合A、天弘优质成长企业精选混合发起式A等。本期较上一季未再披露的公募基金共计5个， 包括南方品质优选灵活配置混合A、南方优享分红灵活配置混合A、南方产业活力股票、太平改革红利 精选、淳厚益加债券A。 2025年8月23日，济川药业(600566.SH)发布2025年半年度报告。截至2025年8月22日，共有18个机构投 资者披露持有济川药业A股股份，合计持股量达5.63亿股，占济川药业总股本的61.11%。其中，前十大 机构投资者 ...

Group 1 - Xiangyuan Cultural Tourism (600576.SH) reported its semi-annual results for 2025, with 24 institutional investors holding a total of 718 million shares, representing 68.06% of the company's total equity as of August 22, 2025 [1] - The top ten institutional investors collectively hold 65.62% of the shares, with a slight increase of 0.16 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 11 funds increased their holdings, accounting for a 1.01% increase, including notable funds such as Shenwan Hongyuan Consumption Growth Mixed A and Zhuque Huxin One-Year Holding [2] - Two public funds decreased their holdings, representing a 0.19% decrease, including Jiashi Ruihong Three-Year Fixed Mixed and Jiashi New Yield Mixed [2] - Five new public funds disclosed their holdings this period, while 19 funds were not disclosed compared to the previous quarter, indicating a dynamic shift in investor interest [2]

Core Insights - Fuheng New Materials (832469.BJ) released its semi-annual report for 2025 on August 22, 2025, indicating significant institutional investment activity [1] Institutional Holdings - As of August 22, 2025, five institutional investors disclosed holdings in Fuheng New Materials A-shares, totaling 12.3027 million shares, which represents 8.73% of the company's total equity [1] - The institutional investors include Shenzhen Tolu Equity Investment Partnership (Limited Partnership), Zhejiang Zhongke Donghai Venture Capital Partnership (Limited Partnership), Guoxin Securities Co., Ltd. client credit trading guarantee securities account, and Shenzhen Mingrun Xingye Investment Co., Ltd. [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 0.10 percentage points [1]

Core Viewpoint - Nasda's semi-annual report for 2025 indicates a significant institutional investment, with 22 institutional investors holding a total of 641 million shares, representing 45.07% of the total share capital [1] Institutional Investment - The top ten institutional investors collectively hold 41.41% of Nasda's shares, with a 0.91 percentage point increase from the previous quarter [1] - Major institutional investors include Zhuhai Saina Technology Co., Ltd., Hong Kong Central Clearing Limited, and various funds managed by E Fund and China Construction Bank [1] Public Fund Activity - Three public funds increased their holdings, with a total increase of 0.13%, while seven public funds decreased their holdings, with a total decrease of 0.32% [2] - New public funds disclosed during this period include E Fund CSI 300 ETF and Zhongjin New Star Stock A [2] - Nineteen public funds were not disclosed in this period, indicating a potential shift in investment strategies [2] Pension Fund Perspective - One pension fund, the Basic Pension Insurance Fund 1205 Combination, increased its holdings by 0.3% [2] Foreign Investment Attitude - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.25% [2]