外资态度来看，本期较上一季未再披露的外资机构即香港中央结算有限公司。 2025年8月22日，合兴股份(605005.SH)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 者披露持有合兴股份A股股份，合计持股量达3.08亿股，占合兴股份总股本的76.76%。其中，机构投资 者包括合兴集团有限公司、香港中央结算有限公司，机构投资者合计持股比例达76.76%。相较于上一 季度，机构持股比例合计下跌了0.08个百分点。 ...

Group 1 - The core viewpoint of the news is that Dailong (002209.SZ) has seen an increase in institutional investor holdings, indicating growing confidence in the company [1] - As of August 21, 2025, 22 institutional investors disclosed holding a total of 37.93 million shares of Dailong, accounting for 19.06% of the total share capital [1] - The top ten institutional investors collectively hold 18.84% of the shares, with their combined holding ratio increasing by 5.07 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two public funds increased their holdings, accounting for 1.34% of the total [2] - A total of 18 new public funds were disclosed compared to the previous quarter, including several notable funds such as Huaxia Ruipan Taili Mixed A and the Southern CSI 500 Quantitative Enhanced Stock Initiation A [2] - One new foreign institution, UBS AG, was disclosed this quarter, while Morgan Stanley & Co. International PLC was not disclosed in the current period [2]

2025年8月22日，箭牌家居(001322.SZ)发布2025年半年度报告。截至2025年8月21日，共有13个机构投 资者披露持有箭牌家居A股股份，合计持股量达6.21亿股，占箭牌家居总股本的64.07%。其中，前十大 机构投资者包括佛山市乐华恒业实业投资有限公司、佛山市霍陈贸易有限公司、珠海岙恒股权投资合伙 企业(有限合伙)、共青城乐华嘉悦投资合伙企业(有限合伙)、深圳市创新投资集团有限公司、中国农业 银行股份有限公司-工银瑞信创新动力股票型证券投资基金、西藏红星喜兆企业管理有限公司、香港中 央结算有限公司、佛山红土君晟创业投资合伙企业(有限合伙)、工银瑞信基金-国新投资有限公司-工银 瑞信基金-国新7号(QDII)单一资产管理计划，前十大机构投资者合计持股比例达63.98%。相较于上一季 度，前十大机构持股比例合计上涨了0.04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，即工银创新动力股票，持股减少占比达 0.11%。本期较上一季度新披露的公募基金共计2个，包括鑫元国证2000指数增强A、长信中证1000指数 增强A。本期较上一季未再披露的公募基金共计2个，包括南方中证1000E ...

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，即中金中证500指数增强A。本期较上一季 未再披露的公募基金共计1个，即信澳中小盘混合A。 2025年8月22日，赛诺医疗(688108.SH)发布2025年半年度报告。截至2025年8月21日，共有7个机构投资 者披露持有赛诺医疗A股股份，合计持股量达1.07亿股，占赛诺医疗总股本的25.76%。其中，机构投资 者包括天津伟信阳光企业管理咨询有限公司、天津阳光广业企业管理合伙企业(有限合伙)、天津阳光德 业企业管理合伙企业(有限合伙)、天津阳光永业企业管理合伙企业(有限合伙)、北京时代复兴投资管理 有限公司-时代复兴太平1号私募证券投资基金、北京和聚私募基金管理有限公司-和聚世然1期私募证券 投资基金、中金中证500指数增强A，机构投资者合计持股比例达25.76%。相较于上一季度，机构持股 比例合计下跌了0.32个百分点。 ...

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，即全国社保基金一一八组合。 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，包括鹏华创新成长混合A、富国稳健双盈 债券发起式A，持股增加占比小幅上涨。本期较上一季度持股减少的公募基金共计3个，包括景顺长城 研究精选股票A、华夏中证1000指数增强A、嘉实融惠混合A，持股减少占比达0.45%。本期较上一季度 新披露的公募基金共计11个，主要包括中欧优质企业混合A、国泰金鑫股票A、国泰成长优选混合、嘉 实稳健添利一年持有混合、国泰君安创新成长混合发起A等。本期较上一季未再披露的公募基金共计15 个，主要包括大摩数字经济混合A、华商领先企业混合、建信优化配置混合A、建信潜力新蓝筹股票 A、华商新动力混合A等。 2025年8月22日，蓝特光学(688127.SH)发布2025年半年度报告。截至2025年8月21日，共有20个机构投 资者披露持有蓝特光学A股股份，合计持股量达2907.92万股，占蓝特光学总股本的7.21%。其中，前十 大机构投资者包括中国建设银行股份有限公司-景顺长城研究精选股票型证券投资基金、嘉兴蓝拓股权 投资合伙企业(有限合伙)、平安基金 ...

Group 1 - The core viewpoint of the news is that Doli Technology (001311.SZ) reported a decrease in institutional ownership in its A-shares, with a total of 721.36 million shares held by 9 institutional investors, representing 2.32% of the total share capital, a decline of 0.62 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, there were 2 public funds that increased their holdings, including Southern CSI 1000 ETF and Penghua Dynamic Growth Mixed (LOF), with an increase ratio of 0.15% [2] - There were 3 new public funds disclosed compared to the previous quarter, including Huaxia CSI 1000 ETF, Huazhong Carbon Neutral Mixed A, and Yongying Value Discovery Mixed Initiated A [2] - In the pension fund perspective, there was 1 pension fund that increased its holdings, namely the Basic Pension Insurance Fund 16052 Combination, with an increase ratio of 0.2% [2] - In the insurance capital direction, there was 1 insurance capital that increased its holdings, which is Zhonghui Life Insurance Co., Ltd. - Traditional Products, with a slight increase [2] - Regarding foreign capital, there was 1 foreign institution that was not disclosed in the previous quarter, namely Hong Kong Central Clearing Limited [2]

Group 1 - Meijin Energy (000723.SZ) released its semi-annual report for 2025 on August 22, 2025, showing that as of August 21, 2025, 11 institutional investors held a total of 2.025 billion shares, accounting for 45.98% of the total share capital [1] - The top ten institutional investors include Meijin Energy Group Co., Ltd., Tianjin Dongfu Xinneng Investment Management Center (Limited Partnership), and others, with the top ten collectively holding 45.95% of the shares, an increase of 0.93 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four public funds increased their holdings compared to the previous period, with a total increase of 0.47% [2] - One new public fund disclosed this period is the Huatai-PineBridge CSI Energy ETF, while one public fund, the E Fund CSI Wind and Merger Restructuring Index (LOF), was not disclosed this period [2] - Regarding foreign investment, one foreign fund, Hong Kong Central Clearing Limited, reduced its holdings, resulting in a slight decrease in the holding percentage [2]

Group 1 - Yunnan Ge Industry (002428.SZ) released its semi-annual report for 2025 on August 22, 2025, indicating that as of August 21, 2025, eight institutional investors disclosed holding a total of 156 million shares, accounting for 23.89% of the total share capital [1] - The proportion of shares held by institutional investors increased by 1.02 percentage points compared to the previous quarter [1] - Among public funds, two funds increased their holdings compared to the previous period, with a total increase in holdings of 0.15% [1] Group 2 - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.36% compared to the previous period, with one new foreign institution disclosed, BARCLAYS BANK PLC [2]

Core Viewpoint - Fubon Technology (300387.SZ) reported its semi-annual results for 2025, highlighting significant institutional investment and changes in shareholding structure [1] Institutional Investment - As of August 21, 2025, five institutional investors disclosed holdings in Fubon Technology A-shares, totaling 116 million shares, which represents 40.29% of the company's total equity [1] - The institutional ownership increased by 0.17 percentage points compared to the previous quarter [1] - The institutional investors include: - Yingcheng Fubon Technology Co., Ltd. - NORTHLAND CHEMICALS INVESTMENT LIMITED - Wuhan Yangtze Chuangfu Investment Co., Ltd. - Zhenghong Development Co., Ltd. - BARCLAYS BANK PLC [1] Social Security Fund - There was one social security fund disclosed in this period, which is the Huatai-PineBridge Fund Management Co., Ltd. - Social Security Fund 1802 Portfolio, unchanged from the previous quarter [1] Foreign Investment - One new foreign institutional investor disclosed this quarter, BARCLAYS BANK PLC [1]

据证券时报·数据宝统计，有23股二季度机构（券商、社保、QFII、险资等四类）合计持仓翻倍且期末 持股市值超过5000万元。 从期末持股市值来看，排名前五的分别是华东医药（000963）、恩华药业（002262）、昆药集团 （600422）、锦浪科技（300763）、新强联（300850），持仓市值均超3亿元。 按照持仓比例来看，二季度末机构持仓数量占流通股比例超过4%的有3股，分别是浙江华业 （301616）、濮耐股份（002225）和利民股份（002734）。其中浙江华业以6.19%的持仓比例排在首 位。持股比例变动方面，浙江华业、润本股份（603193）、合金投资（000633）等个股机构增持比例较 大，均超3%。 机构翻倍增持的个股大多业绩较好。其中，华东医药上半年业绩稳健增长，营收同比增长3%，净利润 同比增长7%。新强联和利民股份上半年业绩大增，其中新强联营收翻倍，净利润增速接近5倍；利民股 份净利润增速最高，超过747%。 上述个股既有大市值的优质股，比如华东医药、锦浪科技、恩华药业等，A股市值均超200亿元。其 中，华东医药业务覆盖医药全产业链，拥有医药工业、医药商业、医美、工业微生物四大业务 ...