Core Insights - Han Yu Group (300403.SZ) released its semi-annual report for 2025 on August 16, 2025, indicating a total of 2 institutional investors holding shares, amounting to 1.5149 million shares, which represents 0.25% of the total share capital [1] - The institutional holding ratio decreased by 0.76 percentage points compared to the previous quarter [1] - One new public fund, Jin Yuan Shun An Xin Yi Mixed Initiated A, was disclosed during this period, while foreign institutions such as UBS AG and Morgan Stanley & Co. International PLC were not disclosed compared to the previous quarter [1]

Core Viewpoint - Jianxin Co., Ltd. (300107.SZ) reported its semi-annual results for 2025, indicating a modest increase in institutional ownership and foreign investment in its A-shares [1] Institutional Ownership - As of August 15, 2025, there are 2 institutional investors holding a total of 4.3132 million shares of Jianxin, representing 0.77% of the total share capital [1] - The institutional ownership increased by 0.31 percentage points compared to the previous quarter [1] Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings during this period, contributing to a 0.31% rise in foreign ownership [1]

2025年8月16日，盈趣科技(002925.SZ)发布2025年半年度报告。截至2025年8月15日，共有13个机构投 资者披露持有盈趣科技A股股份，合计持股量达4.93亿股，占盈趣科技总股本的63.46%。其中，前十大 机构投资者包括深圳万利达电子工业有限公司、建瓯趣惠投资合伙企业(有限合伙)、厦门赢得未来创业 投资合伙企业(有限合伙)、厦门盈趣科技股份有限公司-2025年员工持股计划、厦门盈趣科技股份有限公 司-2025年员工持股计划、国海证券-北部湾财产保险股份有限公司-国海证券卓越8165号单一资产管理计 划、建瓯山坡松投资合伙企业(有限合伙)、香港中央结算有限公司、金元顺安沣楹债券、华商品质慧选 混合A，前十大机构投资者合计持股比例达63.45%。相较于上一季度，前十大机构持股比例合计上涨了 3.27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 小幅上涨。 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，包括金元顺安沣楹债券、华商品质慧选混 合A、诺德量化先锋A、汇添富中证A500指数增强A、明亚中证1000指数增强A。 ...

Group 1 - Stone Technology (688169.SH) reported its 2025 semi-annual results, with 128 institutional investors holding a total of 79.29 million A-shares, representing 30.64% of the total share capital [1] - The top ten institutional investors collectively hold 21.42% of the shares, with an increase of 0.58 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 68 funds increased their holdings, with a holding increase ratio of 6.90%, including major funds like Huaxia SSE Sci-Tech Innovation Board 50 ETF and E Fund SSE Sci-Tech Innovation Board 50 ETF [2] - Seven public funds reduced their holdings, with a slight decrease in the holding reduction ratio, including funds like Galaxy Beautiful Mixed A and Zheshang Sci-Tech One Month Rolling Mixed A [2] - A total of 51 new public funds disclosed their holdings, including E Fund CSI 300 ETF and several funds from Invesco Great Wall [2]

Group 1 - The core viewpoint of the article is that Tibet Pharmaceutical (600211.SH) has reported its semi-annual results for 2025, highlighting significant institutional ownership and changes in shareholder composition [1] Group 2 - As of August 15, 2025, a total of 11 institutional investors disclosed holding shares in Tibet Pharmaceutical, with a combined holding of 202 million shares, representing 62.74% of the company's total equity [1] - The top ten institutional investors collectively hold 62.73% of the shares, with a slight decrease of 0.66 percentage points compared to the previous quarter [1] - One new public fund was disclosed during this period, namely Guolian Jingyi 6-Month Holding Mixed A, while two public funds were no longer disclosed, including Chuangjin Hexin Consumer Theme Stock A and Great Wall Quantitative Small Cap Stock A [1] - One social security fund, specifically the Huaxia Fund Management Co., Ltd. - Social Security Fund 422 Combination, reduced its holdings by 0.16% compared to the previous quarter [1]

Group 1 - Tunan Co., Ltd. (300855.SZ) released its semi-annual report for 2025, indicating that as of August 15, 2025, 14 institutional investors disclosed holdings in Tunan's A-shares, totaling 35.9078 million shares, which represents 9.08% of the total share capital [1] - The top ten institutional investors collectively hold 9.07% of Tunan's shares, with a 0.63 percentage point increase compared to the previous quarter [1] Group 2 - In the public fund sector, four funds increased their holdings compared to the previous period, accounting for a 0.51% increase in holdings [2] - Two public funds reported a decrease in holdings, showing a slight decline [2] - Seven new public funds disclosed their holdings this period, including several notable funds [2] - Two public funds that were previously disclosed did not report this period [2]

Group 1 - Farah Electronics (600563.SH) reported its semi-annual results for 2025, with 51 institutional investors holding a total of 142 million shares, representing 63.21% of the total share capital [1] - The top ten institutional investors collectively hold 60.65% of the shares, with a slight increase of 0.23 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, nine funds increased their holdings, with a total increase ratio of 0.57%, while three funds saw a decrease in holdings [2] - A total of 28 new public funds were disclosed this period, including notable funds such as Southern CSI 500 ETF and Southern Industry Advantage Two-Year Holding Period Mixed A [2] - For social security funds, there was an increase in holdings from one fund, the National Social Security Fund 115 Combination, with an increase ratio of 0.87% [2] - In the insurance capital sector, one insurance fund decreased its holdings, showing a slight decline [2]

Core Viewpoint - Jiashe Technology (300193.SZ) reported its 2025 semi-annual results, highlighting an increase in institutional investor holdings and the presence of public funds and pension funds in its shareholder structure [1] Institutional Holdings - As of August 15, 2025, six institutional investors disclosed holdings in Jiashe Technology, totaling 61.45 million shares, which represents 12.90% of the company's total share capital [1] - The institutional investor group includes Shenzhen Qianxin Heng Investment Development Co., Ltd., Shenzhen Qianhai Yongcheng Asset Management Co., Ltd. - Yongcheng No. 1 Securities Private Fund, and others [1] - Compared to the previous quarter, the total institutional holding percentage increased by 0.26 percentage points [1] Public Funds - Four public funds were disclosed this period, which were not reported in the previous quarter, including Anxin Quantitative CSI 300 Enhanced A and others [1] Pension Funds - One pension fund increased its holdings compared to the previous period, specifically the Basic Pension Insurance Fund 1003 Combination, with an increase in holding percentage of 0.3% [1]

Group 1 - The core point of the article is that Keli Equipment (301552.SZ) reported its semi-annual results for 2025, highlighting the increase in institutional investor holdings [1] - As of August 15, 2025, a total of 7 institutional investors disclosed holdings in Keli Equipment A-shares, with a combined holding of 8.9276 million shares, representing 9.38% of the total share capital [1] - The institutional investor holding ratio increased by 1.19 percentage points compared to the previous quarter [1] Group 2 - Among the institutional investors, the National Social Security Fund 101 Portfolio was the only one to increase its holdings, with an increase of 0.21% [1]

Group 1 - The core viewpoint of the news highlights the performance and valuation of Lianhong New Materials Technology Co., Ltd., with a closing price of 18.48 yuan, marking a 10.00% increase, and a rolling PE ratio of 97.01, the lowest in 381 days [1] - The company's total market capitalization stands at 24.681 billion yuan, while the average PE ratio for the chemical products industry is 51.29, with a median of 44.26, placing Lianhong New Materials at the 143rd position in the industry ranking [1][3] - As of the 2025 semi-annual report, 11 institutions hold shares in Lianhong New Materials, with a total holding of 1,080.12 million shares valued at 17.098 billion yuan [1] Group 2 - Lianhong New Materials specializes in the research, production, and sales of advanced polymer materials and specialty fine materials, with key products including EVA, VA, UHMWPE, PLA, and others [2] - The company has received multiple accolades, including being listed in the "2024 China Brand Value Evaluation Information List" and the "2024 Top 100 New Materials Companies in China" [2] - For the latest performance, the company reported a revenue of 2.911 billion yuan for the 2025 semi-annual report, reflecting a year-on-year decrease of 12.13%, while net profit was 161 million yuan, showing a year-on-year increase of 14.15%, with a sales gross margin of 19.64% [2]