Summary of Key Points Core Viewpoint - 德固特 (300950.SZ) reported an increase in institutional investor holdings, with a total of 12.3686 million shares held, representing 8.11% of the total share capital as of August 27, 2025, which is an increase of 1.51 percentage points from the previous quarter [1] Institutional Investors - Eight institutional investors disclosed their holdings in 德固特, including 青岛德沣投资企业, 长城人寿保险, 中国工商银行, 青岛静远创业投资, BARCLAYS BANK PLC, 海南磊暄, 诺安恒鑫混合, and 平安中证2000增强策略ETF [1] - The total institutional holding percentage increased by 1.51 percentage points compared to the previous quarter [1] Public Funds - Two new public funds disclosed their holdings this period, namely 诺安灵活配置混合 and 平安中证2000增强策略ETF [1] - One public fund, 海富通中证2000增强策略ETF, was not disclosed in this period compared to the previous quarter [1] Social Security Funds - One social security fund, 鹏华基金管理有限公司-社保基金1804组合, was not disclosed in this period compared to the previous quarter [1] Foreign Investment - One foreign fund, BARCLAYS BANK PLC, reduced its holdings slightly compared to the previous quarter [2]

Core Insights - Baoli Food (603170.SH) released its semi-annual report for 2025, indicating that as of August 27, 2025, institutional investors hold a total of 196 million shares, accounting for 48.94% of the company's total equity [1] - The proportion of shares held by institutional investors decreased by 0.10 percentage points compared to the previous quarter [1] Institutional Holdings - Eight institutional investors disclosed their holdings in Baoli Food, including notable entities such as Hangzhou Zhenpin Zhixin Investment Partnership, Shanghai Houxu Asset Management, and China Postal Savings Bank [1] - Three new public funds were disclosed this period, while two public funds were not reported in the current quarter [1] Social Security Fund - The National Social Security Fund's holdings increased slightly, with one fund, the National Social Security Fund 111 Combination, showing a small rise in shareholding [1]

Core Viewpoint - Xinghua New Materials (301077.SZ) released its semi-annual report for 2025, indicating a slight decrease in institutional investor holdings compared to the previous quarter [1] Institutional Holdings - As of August 27, 2025, there are 2 institutional investors holding shares in Xinghua New Materials, with a total holding of 13.14 million shares, representing 7.74% of the total share capital [1] - The institutional holding percentage decreased by 0.04 percentage points compared to the previous quarter [1] Public Fund Holdings - One new public fund disclosed its holdings this period, which is the Ping An CSI 2000 Enhanced Strategy ETF [1] - One public fund, the Golden Eagle Xin Yi Mixed A, was not disclosed in this period compared to the previous quarter [1]

Group 1 - The core viewpoint of the news is the disclosure of military trust shares' half-year report for 2025, highlighting significant institutional ownership and changes in public fund holdings [1][2] Group 2 - As of August 27, 2025, a total of 15 institutional investors hold 508 million shares of military trust, accounting for 64.32% of the total share capital [1] - The top ten institutional investors collectively hold 63.64% of the shares, with a slight decrease of 0.26 percentage points compared to the previous quarter [1] Group 3 - Three new public funds disclosed their holdings in military trust this period, including E Fund Value Growth Mixed, Southern CSI 1000 ETF, and CMB CSI Shanghai Environmental Exchange Carbon Neutrality ETF [1] - Two public funds were no longer disclosed compared to the previous quarter, namely GF Technology Innovation Mixed A and GF Growth Navigation One-Year Holding Mixed A [1] Group 4 - One new social security fund disclosed its holdings in military trust, specifically the National Social Security Fund 502 Portfolio [2] - One insurance fund increased its holdings, namely Ruizhong Life Insurance Co., Ltd. - Own Funds, with a slight increase in shareholding [2]

Group 1 - Beidou Xingtong (002151.SZ) released its semi-annual report for 2025 on August 28, 2025, showing that as of August 27, 2025, 17 institutional investors held a total of 56.8308 million A-shares, accounting for 10.47% of the total share capital [1] - The top ten institutional investors include notable entities such as the National Integrated Circuit Industry Investment Fund, Hong Kong Central Clearing Limited, and China Construction Bank's fund, with their combined holding ratio reaching 10.43%, an increase of 1.58 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two funds increased their holdings compared to the previous period, namely Guotai Junan Military Industry ETF and Southern CSI 1000 ETF, with an increase ratio of 0.28% [2] - Five new public funds were disclosed compared to the previous quarter, including General Aviation ETF and Satellite ETF, while two funds were no longer disclosed [2] - Regarding foreign investment, one foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.81% compared to the previous period [2]

公募基金方面，本期较上一期持股增加的公募基金共计2个，包括华泰柏瑞沪深300ETF、易方达沪深 300ETF，持股增加占比达0.13%。本期较上一季度持股减少的公募基金共计3个，包括易方达沪深300医 药ETF、鹏华中证医药指数(LOF)A、医疗健康，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25个，主要包括融通深证100指数A/B、招商中证全指红利质量ETF、鹏华沪深300ETF、红 利ETF、南华丰汇混合A等。本期较上一季未再披露的公募基金共计87个，主要包括广发中证全指医药 卫生ETF、鹏华沪深300指数增强A、汇添富中证医药卫生ETF、华夏中证红利质量ETF、天弘中证医药 100A等。 2025年8月28日，新和成(002001.SZ)发布2025年半年度报告。截至2025年8月27日，共有78个机构投资 者披露持有新和成A股股份，合计持股量达19.30亿股，占新和成总股本的62.81%。其中，前十大机构 投资者包括新和成控股集团有限公司、香港中央结算有限公司、全国社保基金五零三组合、中国工商银 行股份有限公司-华泰柏瑞沪深300交易型开放式指数证券投资基金、上海重阳战略投资有限公司- ...

2025年8月28日，朗玛信息(300288.SZ)发布2025年半年度报告。截至2025年8月27日，共有4个机构投资 者披露持有朗玛信息A股股份，合计持股量达1283.23万股，占朗玛信息总股本的3.80%。其中，机构投 资者包括贵阳朗玛投资咨询企业(有限合伙)、玄元私募基金投资管理(广东)有限公司-玄元定增精选证券 投资基金、香港中央结算有限公司、平安中证2000增强策略ETF，机构投资者合计持股比例达3.80%。 相较于上一季度，机构持股比例合计下跌了0.81个百分点。 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 比小幅下跌。 公募基金方面，本期较上一季度新披露的公募基金共计1个，即平安中证2000增强策略ETF。 ...

Group 1 - Huaya Intelligent (003043.SZ) released its 2025 semi-annual report on August 27, 2025, with 12 institutional investors disclosing holdings of 11.85 million shares, accounting for 8.85% of the total share capital [1] - The top ten institutional investors collectively hold 8.84% of the shares, with a 2.36 percentage point increase in their holdings compared to the previous quarter [1] Group 2 - Three new public funds were disclosed this period, including Nanhua Fengchun Mixed A, Tiandi Core Growth Mixed (LOF), and Ping An CSI 2000 Enhanced Strategy ETF [2] - Ten public funds were not disclosed this period, including Xingsheng Global Preferred Balanced Three-Month Holding Mixed (FOF) A and Xingsheng Global Active Allocation Mixed (FOF-LOF) A [2]

Group 1 - The core viewpoint of the article is that Northeast Pharmaceutical (000597.SZ) has seen an increase in institutional investor holdings, reaching a total of 8.13 billion shares, which accounts for 56.98% of the company's total equity as of August 27, 2025 [1] - The number of institutional investors holding shares in Northeast Pharmaceutical has increased to five, with a rise in the institutional holding ratio by 1.37 percentage points compared to the previous quarter [1] - Among public funds, there was one fund, Southern CSI 1000 ETF, that increased its holdings, while another fund, Galaxy Kang Le Stock A, saw a slight decrease in its holdings compared to the previous quarter [1] Group 2 - Foreign investment sentiment shows that one foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.21% compared to the previous period [1]

2025年8月28日，洁雅股份(301108.SZ)发布2025年半年度报告。截至2025年8月27日，共有3个机构投资 者披露持有洁雅股份A股股份，合计持股量达1116.89万股，占洁雅股份总股本的13.89%。其中，机构投 资者包括铜陵明源创业投资管理有限公司-铜陵明源循环经济产业创业投资基金中心(有限合伙)、中信建 投证券-中信银行-中信建投价值增长混合型集合资产管理计划、苏州工业园区中亿明源创业投资管理有 限公司-苏州工业园区中亿明源创业投资中心(有限合伙)，机构投资者合计持股比例达13.89%。相较于 上一季度，机构持股比例合计下跌了0.30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1个，即中信建投价值增长A，持股减少占比达 0.29%。 ...