Group 1 - The core viewpoint of the news is that Optoelectronics (688686.SH) has reported an increase in institutional investor holdings, indicating growing confidence in the company [1] - As of August 20, 2025, a total of 14 institutional investors disclosed holdings in Optoelectronics A-shares, with a combined holding of 15.1185 million shares, representing 12.37% of the total share capital [1] - The top ten institutional investors collectively hold 12.27% of the shares, with an increase of 1.43 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, with a total increase of 0.62% [2] - Two public funds reduced their holdings, accounting for a decrease of 0.15% [2] - Four new public funds were disclosed this period, while one fund, the Huaxia CSI Robot ETF Initiated Link A, was not disclosed in the previous quarter [2]

Group 1 - Zhongheng Electric (002364.SZ) released its semi-annual report for 2025 on August 21, 2025, indicating that as of August 20, 2025, 11 institutional investors disclosed holding A-shares of Zhongheng Electric, totaling 220 million shares, which accounts for 39.02% of the total share capital [1] - The top ten institutional investors include Hangzhou Zhongheng Technology Investment Co., Bank of China - Morgan Stanley Digital Economy Mixed Securities Investment Fund, Hong Kong Central Clearing Limited, and others, with the top ten investors collectively holding 39.01% of the shares, an increase of 0.32 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, namely Morgan Stanley Digital Economy Mixed A, with an increase of 0.52% [2] - Three public funds reduced their holdings compared to the previous quarter, including Debon Xinxing Value A, Debon Fuxin A, and Jiahe Ruijin Mixed A, with a total reduction of 0.39% [2] - Four new public funds were disclosed this period, including Guoshou Anbao Low Carbon Economy Mixed A, Morgan Stanley Technology Leading Mixed A, Morgan Stanley Basic Industry Mixed, and Guoshou Anbao Jingchen 6-Month Holding Period Mixed A [2] - One new foreign institution disclosed this period, which is Hong Kong Central Clearing Limited [2]

Core Insights - Jule Culture (002247.SZ) released its semi-annual report for 2025 on August 21, 2025, indicating a significant institutional investment presence [1] Institutional Holdings - As of August 20, 2025, five institutional investors disclosed holdings in Jule Culture A-shares, totaling 122 million shares, which represents 14.37% of the company's total equity [1] - The institutional investors include Tibet Enhe Construction Engineering Co., Ltd., Suzhou Jule Huying Investment Management Center (Limited Partnership), Zhejiang Dilong Holdings Co., Ltd., BARCLAYS BANK PLC, and Ningbo Jieyu Tao Investment Management Partnership (Limited Partnership) [1] - The total institutional holding percentage increased by 1.32 percentage points compared to the previous quarter [1] Foreign Investment - In terms of foreign investment, one new foreign institution disclosed its holdings this period, namely BARCLAYS BANK PLC [1]

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21日，喜临门(603008.SH)发布2025年半年度报告。截至2025年8月20日，共有8个机构投资者 披露持有喜临门A股股份，合计持股量达1.51亿股，占喜临门总股本的40.65%。其中，机构投资者包括 浙江华易智能制造有限公司、绍兴市越城区华瀚股权投资合伙企业(有限合伙)、全国社保基金四一三组 合、国泰海通证券股份有限公司、国信证券股份有限公司、陕西省国际信托股份有限公司-陕国投·金玉 201号证券投资集合资金信托计划、深圳市景泰利丰投资发展有限公司-景泰星牛7号(定制)私募证券投资 基金、前海开源再融资股票，机构投资者合计持股比例达40.65%。相较于上一季度，机构持股比例合 计下跌了0.28个百分点。 公募基金方面，本期较上一季未再披露的公募基金共计2个，包括融通稳健增长一年持有期混合A、融 通通鑫灵活配置混合。 ...

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 小幅上涨。 2025年8月21日，中远通(301516.SZ)发布2025年半年度报告。截至2025年8月20日，共有6个机构投资者 披露持有中远通A股股份，合计持股量达2.11亿股，占中远通总股本的75.19%。其中，机构投资者包括 深圳市中远通电源技术开发有限公司、深圳市核电实业开发有限公司、深圳市众贤成业投资企业(有限 合伙)、深圳市众能成业投资企业(有限合伙)、深圳市众才成业投资企业(有限合伙)、香港中央结算有限 公司，机构投资者合计持股比例达75.19%。相较于上一季度，机构持股比例合计上涨了0.03个百分点。 ...

公募基金方面，本期较上一季度新披露的公募基金共计6个，主要包括南方中证1000ETF、金鹰元和混 合A、银华可转债债券A、金鹰产业智选一年持有混合A、北信瑞丰优势行业股票等。本期较上一季未 再披露的公募基金共计3个，包括宝盈睿丰创新混合A/B、同泰竞争优势混合A、汇添富中证2000ETF。 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。 2025年8月21日，鼎泰高科(301377.SZ)发布2025年半年度报告。截至2025年8月20日，共有16个机构投 资者披露持有鼎泰高科A股股份，合计持股量达3.54亿股，占鼎泰高科总股本的86.41%。其中，前十大 机构投资者包括广东太鼎控股有限公司、南阳高通合伙企业(有限合伙)、南阳睿海电子产品咨询中心(有 限合伙)、南阳睿鸿电子产品咨询中心(有限合伙)、南阳睿和电子产品咨询中心(有限合伙)、香港中央结 算有限公司、世德能源(海南)有限公司、国寿养老研究精选股票型养老金产品-中国建设银行股份有限公 司、MERRILL LYNCH INTERNATIONAL、长城人寿保险股份有限公司-分红-个人分红，前十大机构 ...

Group 1 - Prolo Pharmaceutical (000739.SZ) released its semi-annual report for 2025, showing that as of August 19, 2025, 22 institutional investors held a total of 712 million shares, accounting for 61.49% of the total share capital [1] - The top ten institutional investors collectively held 59.70% of the shares, with a 0.57 percentage point increase compared to the previous quarter [1] Group 2 - In the public fund sector, six funds increased their holdings, with a total increase ratio of 0.70%, while one fund, Guoshou Anbao Health Science Mixed A, saw a slight decrease [2] - Seven new public funds were disclosed this period, including Dachen Competitive Advantage Mixed A and Nanfang Balanced Preferred One-Year Holding Period Mixed A [2] - One social security fund, the National Social Security Fund 101 Portfolio, reduced its holdings by 0.18% compared to the previous quarter [2] - One foreign fund, Hong Kong Central Clearing Limited, also reduced its holdings by 0.17% [2]

Core Viewpoint - Weir Pharmaceuticals (603351.SH) reported its semi-annual results for 2025, highlighting the current institutional investor holdings and changes in share ownership [1] Institutional Holdings - As of August 19, 2025, three institutional investors disclosed holding a total of 18.5823 million shares of Weir Pharmaceuticals, representing 13.72% of the company's total share capital [1] - The institutional holding percentage decreased by 0.66 percentage points compared to the previous quarter [1] Public Fund Holdings - Three public funds were disclosed this period, including Huaxia CSI 500 Index Enhanced A, Dongxing Lianzhong One-Year Holding Period Mixed A, and Dongxing Pharmaceutical Biotechnology Quantitative Stock Selection Mixed A [1] Social Security Fund Holdings - One new social security fund disclosed holding Weir Pharmaceuticals, namely Guotai Fund Management Co., Ltd. - Social Security Fund 2103 Portfolio [1] - One previously undisclosed social security fund, the National Social Security Fund 112 Portfolio, was also noted [1]

2025年8月20日，华致酒行(300755.SZ)发布2025年半年度报告。截至2025年8月19日，共有10个机构投 资者披露持有华致酒行A股股份，合计持股量达2.99亿股，占华致酒行总股本的71.67%。其中，前十大 机构投资者包括云南融睿高新技术投资管理有限公司、西藏融睿投资有限公司、华泽集团有限公司、香 港中央结算有限公司、中国银河证券股份有限公司、北信瑞丰优选成长、国联智选先锋股票A、天弘中 证1000增强策略ETF、华泰紫金沪深300指数增强发起A、明亚中证1000指数增强A，前十大机构投资者 合计持股比例达71.67%。相较于上一季度，前十大机构持股比例合计上涨了0.65个百分点。 公募基金方面，本期较上一季度新披露的公募基金共计5个，包括北信瑞丰优选成长、国联智选先锋股 票A、天弘中证1000增强策略ETF、华泰紫金沪深300指数增强发起A、明亚中证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1000ETF、创金合信量化多因子股票A。 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0.40%。 以上内容与数据，与有 ...

Company Overview - Dabo Medical's closing price on August 19 was 57.88 yuan, down 3.06%, with a rolling PE ratio of 60.18 times and a total market value of 23.963 billion yuan [1] - The company operates in the high-value medical consumables sector, focusing on the production, research, and sales of various medical devices including intramedullary nails, external fixators, and joint prostheses [1] Financial Performance - For the first quarter of 2025, Dabo Medical reported revenue of 550 million yuan, a year-on-year increase of 28.80%, and a net profit of 103 million yuan, up 67.04%, with a gross profit margin of 69.64% [1] Industry Comparison - The average PE ratio for the medical device industry is 59.49 times, with a median of 40.19 times, placing Dabo Medical at the 89th position in the industry ranking [1] - The company has a total of 9 institutional investors holding shares, with a combined holding of 4.8226 million shares valued at 175 million yuan [1] Market Position - Dabo Medical's PE ratio is higher than the industry average and median, indicating a premium valuation compared to peers [2] - The company is positioned within a competitive landscape, with various other medical device companies having lower PE ratios, such as Jiuan Medical at 11.65 times and Yiyue Medical at 20.37 times [2]