Group 1 - Han Yi Co., Ltd. (301270.SZ) released its semi-annual report for 2025 on August 16, 2025, showing that as of August 15, 2025, 19 institutional investors disclosed holdings in Han Yi's A-shares, totaling 33.82% of the company's total share capital, amounting to 33.8212 million shares [1] - The top ten institutional investors include Tai Zhou Han Yi Tian Xia Investment Center (Limited Partnership), Shanghai A Xing Investment Management Co., Ltd. - A Xing Yu Heng No. 2 Private Securities Investment Fund, and others, with a combined holding ratio of 30.40%, which is a decrease of 1.41 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one public fund, Huaxia Stable Growth Mixed Fund, reduced its holdings by 0.12% compared to the previous quarter [2] - Seven new public funds were disclosed this period, including Huaxia Vision Growth One-Year Holding Mixed A, Penghua Innovation Power Mixed (LOF), and others [2] - In terms of foreign investment, one new foreign institution was disclosed this period, J.P. Morgan Securities PLC - proprietary funds, while no foreign institutions were removed from disclosure [2]

Core Viewpoint - Xincheng Standard (300938.SZ) reported a decline in institutional investor holdings in its semi-annual report for 2025, indicating a potential shift in investor sentiment [1] Institutional Holdings - As of August 15, 2025, four institutional investors disclosed holdings in Xincheng Standard A-shares, totaling 8.9662 million shares, which represents 3.92% of the total share capital [1] - The institutional investor group includes Qingdao Xince Xinxin Investment Co., Ltd., China Merchants Bank Co., Ltd. - Penghua Carbon Neutral Theme Mixed Securities Investment Fund, Shenzhen Saisuo Fund Management Co., Ltd. - Saisuo Qihang No. 3 Private Securities Investment Fund, and Nuoan Advantage Industry Mixed A [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 3.57 percentage points [1] Public Fund Disclosures - In the current period, two new public funds were disclosed compared to the previous quarter, including Penghua Carbon Neutral Theme Mixed A and Nuoan Advantage Industry Mixed A [1] - Five public funds were not disclosed in the current period that were present in the previous quarter, including Fortune New Emerging Industry Stock A/B, Wanjiayuan Startup Board 2-Year Periodic Open Mixed A, Huashang Advantage Industry Mixed, Fortune Tianrui Strong Mixed A, and Nuoan Hongxin Mixed A [1]

Summary of Key Points Core Viewpoint - SiYuan Electric (002028.SZ) reported its 2025 semi-annual results, highlighting significant institutional investor activity and changes in shareholding patterns [1]. Institutional Holdings - As of August 15, 2025, 86 institutional investors disclosed holdings in SiYuan Electric A-shares, totaling 235 million shares, which represents 30.25% of the company's total share capital [1]. - The top ten institutional investors collectively hold 26.73% of the shares, with a decrease of 0.57 percentage points compared to the previous quarter [1]. Public Fund Activity - In the current period, 18 public funds increased their holdings, with a total increase rate of 0.36%, including notable funds like Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF [2]. - Conversely, 22 public funds reduced their holdings, with a decrease rate of 0.91%, including funds such as E Fund Competitive Advantage Mixed A and Zhuque Hengxin One-Year Holding [2]. - There were 22 newly disclosed public funds and 48 that were not disclosed in the current period, indicating a dynamic shift in public fund participation [2]. Social Security Fund and Foreign Investment - One social security fund, the National Social Security Fund 114 Combination, was not disclosed in the current period [2]. - Two foreign funds, including Hong Kong Central Clearing Limited and Morgan Stanley & Co. International PLC, reduced their holdings, with a decrease rate of 0.25% [2].

Group 1 - The core viewpoint of the news is that Yongjin Co., Ltd. (603995.SH) reported a decrease in institutional investor holdings in its A-shares, with a total of 32.35 million shares held by 11 institutions, accounting for 8.85% of the total share capital as of August 14, 2025 [1] - The top ten institutional investors collectively hold 8.84% of the shares, with a notable decline of 8.07 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four funds increased their holdings, while three funds decreased their holdings, with a total decrease of 1.73% compared to the previous quarter [2] - One new public fund was disclosed during this period, while 13 funds were no longer disclosed, indicating a shift in investor interest [2] - Foreign investment sentiment showed a slight increase in holdings from one foreign fund, Hong Kong Central Clearing Limited [2]

Core Viewpoint - Bailong Oriental (601339.SH) reported a decrease in institutional ownership in its A-shares, indicating a potential shift in investor sentiment [1] Institutional Ownership - As of August 14, 2025, five institutional investors disclosed holding a total of 702 million shares of Bailong Oriental, representing 46.82% of the company's total share capital [1] - The institutional ownership decreased by 4.22 percentage points compared to the previous quarter [1] Public Fund Holdings - One public fund, Huatai-PB SSE Dividend ETF, reduced its holdings by 0.48% compared to the previous quarter [1] - Two public funds, Xingquan Business Model Mixed (LOF) A and Xingquan New Vision Periodic Open Mixed Initiated, were not disclosed in this period compared to the last quarter [1]

2025年8月15日，太辰光(300570.SZ)发布2025年半年度报告。截至2025年8月14日，共有81个机构投资 者披露持有太辰光A股股份，合计持股量达5688.63万股，占太辰光总股本的25.05%。其中，前十大机 构投资者包括华暘进出口(深圳)有限公司、香港中央结算有限公司、深圳市神州通投资集团有限公司、 中国工商银行股份有限公司-财通价值动量混合型证券投资基金、深圳太辰光通信股份有限公司-2024年 员工持股计划、招商银行股份有限公司-南方中证1000交易型开放式指数证券投资基金、宏利转型机遇 股票A、财通成长优选混合A、华商润丰混合A、博时新兴成长混合，前十大机构投资者合计持股比例 达19.34%。相较于上一季度，前十大机构持股比例合计下跌了1.90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9个，主要包括诺德新生活A、博时新兴成长混 合、易方达瑞享混合I、易方达远见成长混合A、博时特许价值混合A等，持股增加占比达0.18%。本期 较上一季度持股减少的公募基金共计15个，主要包括景顺长城科技创新混合A、景顺长城优质成长股票 A、宏利转型机遇股票A、海富通中小盘混合、宏利成长混合 ...

公募基金方面本期较上一季度持股减少的公募基金共计1个，即兴全商业模式混合(LOF)A，持股减少占 比达0.91%。本期较上一季度新披露的公募基金共计3个，包括中欧时代先锋股票A、富达悦享红利优选 混合A、浙商汇金量化臻选股票A。本期较上一季未再披露的公募基金共计2个，包括兴全新视野定期开 放混合型发起式、南华丰睿量化选股混合A。 险资方向，本期较上一期持股增加的险资共计1个，即中国太平洋人寿保险股份有限公司-分红-个人分 红，持股增加占比小幅上涨。 2025年8月15日，密尔克卫(603713.SH)发布2025年半年度报告。截至2025年8月14日，共有10个机构投 资者披露持有密尔克卫A股股份，合计持股量达4197.48万股，占密尔克卫总股本的26.54%。其中，前 十大机构投资者包括香港中央结算有限公司、上海演若投资合伙企业(有限合伙)、招商银行股份有限公 司-兴全合润混合型证券投资基金、上海演智投资合伙企业(有限合伙)、中国光大银行股份有限公司-兴 全商业模式优选混合型证券投资基金(LOF)、上海演惠投资合伙企业(有限合伙)、中国太平洋人寿保险 股份有限公司-分红-个人分红、中国工商银行股份有限公司- ...

Core Insights - Jifeng Co., Ltd. (603997.SH) released its 2025 semi-annual report, indicating that as of August 14, 2025, 48 institutional investors held a total of 663 million shares, representing 52.29% of the company's total share capital [1] - The top ten institutional investors collectively held 44.79% of the shares, with a slight decrease of 0.30 percentage points compared to the previous quarter [1] Institutional Holdings - A total of 12 public funds increased their holdings, including notable funds such as Fuguo Tianhui Growth Mixed (LOF) A/B and Fuguo Value Creation Mixed A, with an increase rate of 0.57% [2] - Conversely, 13 public funds reduced their holdings, including funds like Ping An New Xin Pioneer Mixed A and Fuguo Urban Development Stock, with a decrease rate of 0.17% [2] - There were 15 newly disclosed public funds this period, including Xingsheng Global Balanced Three-Year Holding Mixed A and Fuguo Balanced Strategy Mixed [2] - One social security fund, the National Social Security Fund 115 Portfolio, reported a decrease in holdings by 0.20% compared to the previous quarter [2]

Core Insights - Panwei Network (603039.SH) released its semi-annual report for 2025, revealing that as of August 14, 2025, 14 institutional investors held a total of 30.7192 million shares, accounting for 11.79% of the company's total equity [1] - The top ten institutional investors collectively held 11.73% of the shares, which represents a decrease of 2.31 percentage points compared to the previous quarter [1] Institutional Holdings - Among public funds, five funds reported a decrease in holdings compared to the previous quarter, with a total reduction of 0.67% [2] - Five new public funds disclosed their holdings during this period, while 14 public funds did not disclose their holdings again, including notable funds such as the China Universal Alpha Core Mixed A and Huatai-PineBridge Mobile Internet Stock A [2] Social Security Fund - One social security fund, the National Social Security Fund 111 Portfolio, reported a slight decrease in holdings compared to the previous quarter [2]

Group 1 - Wei Xing New Materials (002372.SZ) released its semi-annual report for 2025, showing that as of August 12, 2025, 15 institutional investors held a total of 964 million shares, accounting for 60.56% of the company's total share capital [1] - The top ten institutional investors include Wei Xing Group Co., Ltd., Linhai Huixing Group Co., Ltd., Hong Kong Central Clearing Limited, and several others, with their combined holding ratio reaching 60.52%, a decrease of 1.40 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four funds increased their holdings compared to the previous period, including Southern CSI 500 ETF and several others, with a slight increase in the holding ratio [2] - One public fund, the Fortune CSI All-Index Building Materials ETF, reduced its holdings, resulting in a slight decrease in the holding ratio [2] - One insurance fund, China Pacific Life Insurance Co., Ltd. - Traditional Insurance High-Dividend Stock Management Portfolio, increased its holdings by 0.1% [2] - Two foreign funds, including Hong Kong Central Clearing Limited, reduced their holdings, with a decrease of 1.68% [2]