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]

2025年8月27日，聚合顺(605166.SH)发布2025年半年度报告。截至2025年8月26日，共有12个机构投资 者披露持有聚合顺A股股份，合计持股量达1.02亿股，占聚合顺总股本的32.48%。其中，前十大机构投 资者包括温州永昌控股有限公司、海南永昌新材料有限公司、中国工商银行股份有限公司-交银施罗德 趋势优先混合型证券投资基金、华夏基金-招商银行-华夏基金星熠价值1号集合资产管理计划、中国建 设银行股份有限公司-富国优化增强债券型证券投资基金、国泰君安君得诚混合、华夏专精特新混合发 起式A、国泰鑫利一年持有期混合A、国泰民安增利债券A、国泰君安周期精选混合发起A，前十大机构 投资者合计持股比例达32.47%。相较于上一季度，前十大机构持股比例合计下跌了5.13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，即交银趋势混合A，持股减少占比达 2.44%。本期较上一季度新披露的公募基金共计2个，包括富国优化增强债券A/B、中庚小盘价值股票。 本期较上一季未再披露的公募基金共计21个，主要包括交银启诚混合A、交银瑞元三年定期开放混合、 招商量化精选股票发起式A、国寿安保稳荣混合A、交 ...

Group 1 - The core viewpoint of the news is the disclosure of institutional and fund holdings in Xingsen Technology (002436.SZ) as of August 26, 2025, indicating a slight decline in institutional ownership compared to the previous quarter [1] - A total of 10 institutional investors hold shares in Xingsen Technology, with a combined holding of 93.43 million shares, representing 5.53% of the total share capital [1] - The top ten institutional investors include notable entities such as Hong Kong Central Clearing Limited and China Agricultural Bank, with their combined holding percentage decreasing by 1.15 percentage points from the previous quarter [1] Group 2 - In the public fund sector, there was an increase in holdings from one fund, Southern CSI 500 ETF, with a holding increase percentage of 0.21% [2] - One public fund, Everbright Prudential Credit Enhancement Bond A, reported a decrease in holdings by 0.63% compared to the previous quarter [2] - Two new public funds disclosed their holdings, namely Su Xin CSI A500 Index Enhanced A and Su Xin CSI 500 Index Enhanced A, while ten public funds were not disclosed in the current period [2] Group 3 - One new social security fund, the National Social Security Fund 115 Combination, disclosed its holdings in Xingsen Technology [3] - In the insurance sector, one insurance fund, Ruizhong Life Insurance Co., Ltd. - Own Funds, reported a slight increase in holdings [3] - Foreign investment sentiment showed an increase in holdings from one foreign fund, Hong Kong Central Clearing Limited, with a holding increase percentage of 0.49% [3]

Group 1 - Dashiang Co., Ltd. (600694.SH) released its semi-annual report for 2025 on August 27, 2025, indicating that as of August 26, 2025, 17 institutional investors held a total of 187 million shares, accounting for 53.71% of the total share capital [1] - The top ten institutional investors collectively held 52.96% of the shares, with a decrease of 1.62 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, the Fortune Tianhui Growth Mixed (LOF) A/B, reduced its holdings by 0.58% compared to the previous quarter [2] - Three new public funds disclosed their holdings in Dashiang Co., Ltd., including Shanzheng Asset Management Reform Selected Mixed, Zhonggeng Small Cap Value Stock, and Shanzheng Asset Management Selected Industry Mixed Initiated A [2] - One social security fund, the National Social Security Fund 116 Combination, disclosed its holdings in Dashiang Co., Ltd. during this period [2] - Two insurance funds increased their holdings, including China Ping An Life Insurance Co., Ltd. - Dividend - Individual Dividend and China Ping An Life Insurance Co., Ltd. - Own Funds, with an increase of 0.5% [2] - One insurance fund, China Life Insurance Co., Ltd. - Traditional - Ordinary Insurance Product - 005L-CT001, reduced its holdings slightly compared to the previous quarter [2]

Group 1 - The core viewpoint of the news is that Bojun Technology (300926.SZ) has reported its semi-annual results for 2025, revealing significant institutional investor interest and changes in shareholding patterns [1] - As of August 26, 2025, a total of 25 institutional investors hold shares in Bojun Technology, with a combined holding of 123 million shares, representing 28.33% of the total share capital [1] - The top ten institutional investors collectively hold 28.01% of the shares, which is a decrease of 1.98 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, there was an increase in holdings from one public fund, E Fund Kairun Mixed Fund, while E Fund Kexun Mixed Fund saw a slight decrease in holdings [2] - One new public fund, Zhonggeng Small Cap Value Stock, was disclosed this period, while 24 public funds, including GF Multi-Factor Mixed and Fortune Optimized Enhanced Bond A/B, were not disclosed this quarter [2] - For social security funds, the National Social Security Fund 116 Combination increased its holdings by 0.19% 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8个，主要包括景顺长城研究精选股票A、南方 阿尔法混合A、南方高增长混合(LOF)、南方优势产业灵活配置混合(LOF)、南方前瞻共赢三年定开混合 等，持股增加占比达1.09%。本期较上一季度持股减少的公募基金共计3个，包括民生加银聚优精选混 合A、南方智信混合A、民生加银持续成长混合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8个，主要包括建信上证智选科创板创新价值ETF、长信量化先锋混合A、南方平衡配置混 合、嘉实创业板增强策略ETF、中邮中证500指数增强A等。本期较上一季未再披露的公募基金共计30 个，主要包括金鹰信息产业股票A、鹏华环保产业股票、南方中证500量化增强股票发起A、易米远见价 值一年定开混合A、南方宝顺混合A等。 2025年8月26日，珠海冠宇(688772.SH)发布2025年半年度报告。截至2025年8月25日，共有28个机构投 资者披露持有珠海冠宇A股股份，合计持股量达5.61亿股，占珠海冠宇总股本的49.59%。其中，前十大 机构投资者包括珠海普瑞达投资有限公司、宁波汇锦诚创业投资合伙企业(有限合伙)、珠海普瑞达二 ...

2025年8月26日，凯莱英(002821.SZ)发布2025年半年度报告。截至2025年8月25日，共有57个机构投资 者披露持有凯莱英A股股份，合计持股量达1.79亿股，占凯莱英总股本的49.66%。其中，前十大机构投 资者包括ASYMCHEM LABORATORIES, INCORPORATED、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、中国银行股份有限公司-华宝中证医疗交易型开放式指 数证券投资基金、天津国荣商务信息咨询有限公司、中国工商银行股份有限公司-中欧医疗创新股票型 证券投资基金、中国银行股份有限公司-招商国证生物医药指数分级证券投资基金、凯莱英医药集团(天 津)股份有限公司-2022年员工持股计划、易方达稳健收益债券A、富国长期成长混合A，前十大机构投 资者合计持股比例达47.78%。相较于上一季度，前十大机构持股比例合计下跌了0.84个百分点。 外资态度来看，本期较上一期持股增加的外资基金共计1个，即香港中央结算有限公司，持股增加占比 达1.06%。 公募基金方面，本期较上一期持股增加的公募基金共计4个，包括招商医药健康产业股票、中海医药混 合A、易 ...

Group 1 - SIRUI Technology (688536.SH) reported its semi-annual results for 2025, with 68 institutional investors disclosing holdings totaling 59.09 million shares, representing 44.56% of the total share capital [1] - The top ten institutional investors collectively hold 40.23% of the shares, with an increase of 1.09 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, six funds increased their holdings, accounting for 2.33% of the total, including notable funds such as Galaxy Innovation Mixed A and Jiashi SSE STAR Market Chip ETF [2] - Conversely, 22 public funds reduced their holdings, with a decrease of 1.76%, including funds like Wanjiayou Selected and Wanjiayou Independent Innovation Mixed A [2] - A total of 35 new public funds disclosed their holdings this period, while 16 funds were not disclosed 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40个，主要包括华泰柏瑞沪深300ETF、易方达 消费行业股票、大成产业趋势混合A、平安新鑫先锋混合A、东方红远见价值混合A等，持股增加占比 达0.78%。本期较上一季度持股减少的公募基金共计28个，主要包括招商安华债券A、招商瑞阳混合 A、华安策略优选混合A、华安优势企业混合A、浦银安盛新兴产业混合A等，持股减少占比达0.67%。 本期较上一季度新披露的公募基金共计17个，主要包括工银物流产业股票A、浦银安盛品质优选混合 A、富国裕利债券A、易方达现代服务业混合、国泰中证800汽车与零部件ETF等。本期较上一季未再披 露的公募基金共计64个，主要包括富国天惠成长混合(LOF)A/B、易方达高质量严选三年持有混合、南 方兴润价值一年持有混合A、易方达瑞恒混合、华安安信消费混合A等。 2025年8月26日，赛轮轮胎(601058.SH)发布2025年半年度报告。截至2025年8月25日，共有100个机构投 资者披露持有赛轮轮胎A股股份，合计持股量达12.66亿股，占赛轮轮胎总股本的38.49%。其中，前十 大机构投资者包括瑞元鼎实投资有限公司、香港中央结算有限公司 ...

公募基金方面本期较上一季度持股减少的公募基金共计9个，主要包括国投瑞银国家安全混合A、华安 动态灵活配置混合A、华安创新混合、华安成长先锋混合A、华安制造升级一年持有混合A等，持股减 少占比达1.67%。本期较上一季度新披露的公募基金共计7个，主要包括南方军工改革灵活配置混合A、 方正富邦创新动力混合A、嘉合锦元回报混合A、嘉合磐石A、东财价值启航混合发起式A等。本期较上 一季未再披露的公募基金共计2个，包括华安碳中和混合A、德邦新兴产业混合发起式A。 2025年8月26日，广联航空(300900.SZ)发布2025年半年度报告。截至2025年8月25日，共有17个机构投 资者披露持有广联航空A股股份，合计持股量达1392.34万股，占广联航空总股本的4.69%。其中，前十 大机构投资者包括中国银行股份有限公司-国投瑞银国家安全灵活配置混合型证券投资基金、中国农业 银行股份有限公司-南方军工改革灵活配置混合型证券投资基金、交通银行-华安创新证券投资基金、华 安动态灵活配置混合A、华安成长先锋混合A、华安制造升级一年持有混合A、华安制造先锋混合A、华 安产业动力6个月持有混合A、华安产业优选混合A、华安创业板两 ...