2025年8月26日，聚石化学(688669.SH)发布2025年半年度报告。截至2025年8月25日，共有2个机构投资 者披露持有聚石化学A股股份，合计持股量达5076.70万股，占聚石化学总股本的41.84%。其中，机构 投资者包括广州市石磐石投资管理有限公司、光大证券资管-工商银行-光证资管聚石化学员工参与科创 板战略配售集合资产管理计划，机构投资者合计持股比例达41.84%。相较于上一季度，机构持股比例 合计下跌了2.27个百分点。 ...

2025年8月26日，康鹏科技(688602.SH)发布2025年半年度报告。截至2025年8月25日，共有13个机构投 资者披露持有康鹏科技A股股份，合计持股量达3.39亿股，占康鹏科技总股本的65.24%。其中，前十大 机构投资者包括宁波梅山保税港区欧常投资管理有限公司、宁波梅山保税港区琴欧投资合伙企业(有限 合伙)、北京云晖私募基金管理有限公司-无锡云晖新汽车产业投资管理合伙企业(有限合伙)、湖南中启 洞鉴私募股权投资合伙企业(有限合伙)、宁波梅山保税港区冀幸投资合伙企业(有限合伙)、桐乡稼沃云 枫股权投资合伙企业(有限合伙)、桐乡云汇股权投资基金合伙企业(有限合伙)、凯辉(泉州)私募基金管理 有限公司-苏州凯辉成长投资基金合伙企业(有限合伙)、上海川流私募基金管理有限公司-分宜川流长枫 新材料投资合伙企业(有限合伙)、中信建投证券-中国银行-中信建投股管家康鹏科技1号科创板战略配售 集合资产管理计划，前十大机构投资者合计持股比例达62.24%。相较于上一季度，前十大机构持股比 例合计下跌了4.67个百分点。 ...

Core Viewpoint - Wanxun Control (300112.SZ) reported a decline in institutional ownership in its 2025 semi-annual report, indicating a shift in investor sentiment [1] Institutional Ownership - As of August 25, 2025, three institutional investors disclosed holdings in Wanxun Control A-shares, totaling 17.9397 million shares, which represents 6.14% of the total share capital [1] - The combined institutional ownership decreased by 1.30 percentage points compared to the previous quarter [1] Foreign Investment - One new foreign institution, BARCLAYS BANK PLC, disclosed its holdings this period, while MORGAN STANLEY & CO. INTERNATIONAL PLC was not disclosed in this quarter [1]

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。本期较上一季 未再披露的外资机构即MORGAN STANLEY & CO. INTERNATIONAL PLC.。 2025年8月26日，杭州高新(300478.SZ)发布2025年半年度报告。截至2025年8月25日，共有4个机构投资 者披露持有杭州高新A股股份，合计持股量达3746.57万股，占杭州高新总股本的29.58%。其中，机构 投资者包括浙江东杭控股集团有限公司、万人中盈(厦门)股权投资合伙企业(有限合伙)、辽宁众科咨询 管理中心(有限合伙)、BARCLAYS BANK PLC，机构投资者合计持股比例达29.58%。相较于上一季 度，机构持股比例合计下跌了2.81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，即中信证券资产管理(香港)有限公司-客户 资金，持股增加占比达0.12%。 2025年8月26日，锋龙股份(002931.SZ)发布2025年半年度报告。截至2025年8月25日，共有4个机构投资 者披露持有锋龙股份A股股份，合计持股量达9429.00万股，占锋龙股份总股本的43.15%。其中，机构 投资者包括浙江诚锋投资有限公司、宁波锋驰投资有限公司、湖南峻熙私募基金管理有限公司-峻熙正 诚3号私募证券投资基金、中信证券资产管理(香港)有限公司-客户资金，机构投资者合计持股比例达 43.15%。相较于上一季度，机构持股比例合计下跌了2.28个百分点。 ...

Group 1 - The core viewpoint of the article is that Tongrun Equipment (002150.SZ) has reported its semi-annual results for 2025, highlighting the institutional investor holdings and changes in ownership structure [1] Group 2 - As of August 25, 2025, a total of 7 institutional investors disclosed holdings in Tongrun Equipment A-shares, with a combined holding of 197 million shares, accounting for 54.32% of the total share capital [1] - The institutional investors include Zhejiang Chint Electrics Co., Ltd., Changshu City Jack Factory, Zhuhai Yuening Management Consulting Partnership, Wenzhou Zhuotai Enterprise Management Partnership, Zhuhai Kangdong Equity Investment Partnership, Suzhou Great Wall Precision Technology Co., Ltd., and Xinyu New Concept Investment Management Co., Ltd. [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 1.49 percentage points [1] - Regarding foreign investment, there were no new disclosures from foreign institutions this period, including Hong Kong Central Clearing Limited [1]

Summary of Key Points Core Viewpoint - 中旗股份 (300575.SZ) released its 2025 semi-annual report, indicating a decline in institutional ownership and changes in fund holdings [1] Institutional Holdings - As of August 25, 2025, five institutional investors disclosed holdings in 中旗股份, totaling 13.9426 million shares, which represents 2.92% of the total share capital [1] - The institutional ownership decreased by 2.85 percentage points compared to the previous quarter [1] Public Fund Holdings - Two public funds were disclosed this period, including 嘉实沪港深精选股票 and 嘉实瑞成两年持有期混合A, with no new public funds reported compared to the previous quarter [1] Social Security Fund Holdings - One social security fund, 国泰基金管理有限公司-社保基金四二一组合, reported a decrease in holdings, with a reduction of 0.46% compared to the previous quarter [1] Foreign Investment - One new foreign institution, BARCLAYS BANK PLC, disclosed its holdings this period, indicating a continued interest from foreign investors [1]

Group 1 - The core viewpoint of the article is that Derun Electronics (002055.SZ) reported a decline in institutional ownership in its semi-annual report for 2025, with a total of 35.8142 million shares held by two institutional investors, representing 5.92% of the total share capital [1] - The institutional ownership decreased by 8.61 percentage points compared to the previous quarter [1] - The newly disclosed foreign institutional investor is J.P. Morgan Securities PLC - proprietary funds, while Hong Kong Central Clearing Limited is no longer disclosed as a foreign institutional investor [1]

Core Insights - Changqing Technology (001324.SZ) released its semi-annual report for 2025 on August 23, 2025, indicating significant institutional investor interest [1] Institutional Holdings - As of August 22, 2025, a total of 11 institutional investors disclosed holdings in Changqing Technology A-shares, with a combined holding of 77.93 million shares, representing 56.47% of the total share capital [1] - The top ten institutional investors include Changzhou Changqing Industrial Investment Group Co., Ltd., Awei Holdings Limited, and several others, collectively holding 55.82% of the shares [1] - Compared to the previous quarter, the combined holding percentage of the top ten institutions decreased by 3.89 percentage points [1]

外资态度来看，本期较上一季未再披露的外资机构包括高盛国际-自有资金、MORGAN STANLEY & CO. INTERNATIONAL PLC.、J.P.Morgan Securities PLC-自有资金、UBS AG。 2025年8月22日，品渥食品(300892.SZ)发布2025年半年度报告。截至2025年8月21日，共有2个机构投资 者披露持有品渥食品A股股份，合计持股量达491.80万股，占品渥食品总股本的4.92%。其中，机构投 资者包括上海熹利企业管理中心(有限合伙)、广东奶酪投资基金股份有限公司-奶酪精选三十五号私募证 券投资基金，机构投资者合计持股比例达4.92%。相较于上一季度，机构持股比例合计下跌了1.72个百 分点。 ...