Group 1 - Salted Fish Shop (002847.SZ) released its semi-annual report for 2025, showing that as of August 20, 2025, 63 institutional investors held a total of 145 million shares, accounting for 53.00% of the total share capital [1] - The top ten institutional investors include Hunan Salted Fish Shop Holdings Co., Ltd., Hong Kong Central Clearing Limited, and several mutual funds, with the top ten collectively holding 46.72% of the shares, an increase of 0.65 percentage points from the previous quarter [1] Group 2 - In the public fund sector, three funds increased their holdings, while 13 funds reduced their holdings, with a decrease rate of 0.70% [2] - A total of 39 new public funds were disclosed this period, including several funds focused on consumer themes and value creation [2] - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.40% compared to the previous period [2]

2025年8月21日，丽珠集团(000513.SZ)发布2025年半年度报告。截至2025年8月20日，共有39个机构投 资者披露持有丽珠集团A股股份，合计持股量达3.03亿股，占丽珠集团总股本的33.47%。其中，前十大 机构投资者包括健康元药业集团股份有限公司、广州市保科力贸易公司、深圳市海滨制药有限公司、香 港中央结算有限公司、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、瑞众人寿保险 有限责任公司-自有资金、中国农业银行股份有限公司-中证500交易型开放式指数证券投资基金、国泰 基金管理有限公司-社保基金1102组合、上海瓴仁私募基金管理合伙企业(有限合伙)-瓴仁卓越长青二期 私募证券投资基金、国泰大健康股票A，前十大机构投资者合计持股比例达33.12%。相较于上一季度， 前十大机构持股比例合计下跌了1.85个百分点。 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 比达1.33%。本期较上一季未再披露的外资机构即澳门金融管理局-自有资金。 公募基金方面，本期较上一期持股增加的公募基金共计7个，主要包括南方中证500ETF、红土创新添利 债券A、 ...

2025年8月20日，华东医药(000963.SZ)发布2025年半年度报告。截至2025年8月19日，共有82个机构投 资者披露持有华东医药A股股份，合计持股量达12.16亿股，占华东医药总股本的69.31%。其中，前十 大机构投资者包括中国远大集团有限责任公司、杭州华东医药集团有限公司、香港中央结算有限公司、 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、中国证券金融股份有限公司、全国社 保基金一一二组合、中国工商银行股份有限公司-华泰柏瑞沪深300交易型开放式指数证券投资基金、中 国建设银行股份有限公司-易方达沪深300医药卫生交易型开放式指数证券投资基金、新华人寿保险股份 有限公司-分红-个人分红-018L-FH002深、中国建设银行股份有限公司-工银瑞信前沿医疗股票型证券投 资基金，前十大机构投资者合计持股比例达67.22%。相较于上一季度，前十大机构持股比例合计上涨 了0.36个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计12个，主要包括中欧医疗健康混合A、华泰柏瑞 沪深300ETF、广发中证全指医药卫生ETF、富国中证沪港深创新药产业ETF、工银前沿医疗股票A等， 持股 ...

Group 1 - Huayou Cobalt Co., Ltd. (603799.SH) released its semi-annual report for 2025, indicating that as of August 17, 2025, 162 institutional investors disclosed holdings in Huayou Cobalt A-shares, totaling 721 million shares, which accounts for 42.38% of the total share capital [1] - The top ten institutional investors include Huayou Holding Group Co., Ltd., Hong Kong Central Clearing Limited, and several major banks and funds, with the top ten collectively holding 36.43% of the shares, an increase of 4.55 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 20 funds increased their holdings compared to the previous period, with a holding increase ratio of 0.51%, including major ETFs like Huaxia CSI 300 ETF and E Fund CSI 300 ETF [2] - Conversely, 64 public funds decreased their holdings, with a decrease ratio of 0.38%, including funds such as HSBC Jintrust Low Carbon Pioneer Stock A and Southern CSI Shenwan Nonferrous Metals ETF [2] - A total of 59 new public funds were disclosed this period, including funds like E Fund New Energy New Materials Stock A and Huaxia CSI New Energy Vehicle ETF [2]

Core Viewpoint - The report indicates a slight decrease in institutional ownership of Ruibeka, with a total of 3.26 billion shares held by institutional investors, representing 28.80% of the total share capital, down by 1.15 percentage points from the previous quarter [1] Institutional Ownership - As of August 15, 2025, there are 2 institutional investors holding shares in Ruibeka, including Henan Ruibeka Holdings Co., Ltd. and BARCLAYS BANK PLC [1] - The total institutional ownership has decreased by 1.15 percentage points compared to the last quarter [1] Public Fund and Foreign Investment - There is one public fund disclosed this period, which is GF Pension Index A, unchanged from the previous quarter [1] - A new foreign institution, BARCLAYS BANK PLC, has been disclosed this period, indicating a continued interest from foreign investors [1]

Core Insights - Leike Defense (002413.SZ) released its semi-annual report for 2025 on August 16, 2025, indicating a total of 63.302 million shares held by five institutional investors, accounting for 4.81% of the total share capital [1] - The institutional holding ratio decreased by 2.39 percentage points compared to the previous quarter [1] - One public fund, Changxin National Defense Military Industry Quantitative Mixed A, was disclosed this period, while the foreign investment entity Hong Kong Central Clearing Limited was not disclosed in the previous quarter [1] Institutional Holdings - Five institutional investors disclosed their holdings in Leike Defense, with a total of 63.302 million shares [1] - The total institutional holding ratio is 4.81% of the company's total share capital [1] - The institutional holding ratio saw a decline of 2.39 percentage points from the last quarter [1] Public Fund and Foreign Investment - One public fund, Changxin National Defense Military Industry Quantitative Mixed A, was reported this period [1] - The foreign investment entity, Hong Kong Central Clearing Limited, was not disclosed in the previous quarter [1]

Group 1 - Jineng Technology (603113.SH) released its semi-annual report for 2025, reporting that as of August 15, 2025, a total of 7 institutional investors held 120 million shares, accounting for 14.14% of the total share capital [1] - The institutional holding ratio decreased by 1.39 percentage points compared to the previous quarter [1] - Two new public funds were disclosed this period, including Huaxia Stable Fortune Mixed A and Baoying Xiangyu Enhanced Return Mixed A, while four public funds were no longer disclosed [1] Group 2 - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.32% compared to the previous period [2]

Group 1 - Han Yi Co., Ltd. (301270.SZ) released its semi-annual report for 2025 on August 16, 2025, showing that as of August 15, 2025, 19 institutional investors disclosed holdings in Han Yi's A-shares, totaling 33.82% of the company's total share capital, amounting to 33.8212 million shares [1] - The top ten institutional investors include Tai Zhou Han Yi Tian Xia Investment Center (Limited Partnership), Shanghai A Xing Investment Management Co., Ltd. - A Xing Yu Heng No. 2 Private Securities Investment Fund, and others, with a combined holding ratio of 30.40%, which is a decrease of 1.41 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one public fund, Huaxia Stable Growth Mixed Fund, reduced its holdings by 0.12% compared to the previous quarter [2] - Seven new public funds were disclosed this period, including Huaxia Vision Growth One-Year Holding Mixed A, Penghua Innovation Power Mixed (LOF), and others [2] - In terms of foreign investment, one new foreign institution was disclosed this period, J.P. Morgan Securities PLC - proprietary funds, while no foreign institutions were removed from disclosure [2]

Core Viewpoint - Xincheng Standard (300938.SZ) reported a decline in institutional investor holdings in its semi-annual report for 2025, indicating a potential shift in investor sentiment [1] Institutional Holdings - As of August 15, 2025, four institutional investors disclosed holdings in Xincheng Standard A-shares, totaling 8.9662 million shares, which represents 3.92% of the total share capital [1] - The institutional investor group includes Qingdao Xince Xinxin Investment Co., Ltd., China Merchants Bank Co., Ltd. - Penghua Carbon Neutral Theme Mixed Securities Investment Fund, Shenzhen Saisuo Fund Management Co., Ltd. - Saisuo Qihang No. 3 Private Securities Investment Fund, and Nuoan Advantage Industry Mixed A [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 3.57 percentage points [1] Public Fund Disclosures - In the current period, two new public funds were disclosed compared to the previous quarter, including Penghua Carbon Neutral Theme Mixed A and Nuoan Advantage Industry Mixed A [1] - Five public funds were not disclosed in the current period that were present in the previous quarter, including Fortune New Emerging Industry Stock A/B, Wanjiayuan Startup Board 2-Year Periodic Open Mixed A, Huashang Advantage Industry Mixed, Fortune Tianrui Strong Mixed A, and Nuoan Hongxin Mixed A [1]

Summary of Key Points Core Viewpoint - SiYuan Electric (002028.SZ) reported its 2025 semi-annual results, highlighting significant institutional investor activity and changes in shareholding patterns [1]. Institutional Holdings - As of August 15, 2025, 86 institutional investors disclosed holdings in SiYuan Electric A-shares, totaling 235 million shares, which represents 30.25% of the company's total share capital [1]. - The top ten institutional investors collectively hold 26.73% of the shares, with a decrease of 0.57 percentage points compared to the previous quarter [1]. Public Fund Activity - In the current period, 18 public funds increased their holdings, with a total increase rate of 0.36%, including notable funds like Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF [2]. - Conversely, 22 public funds reduced their holdings, with a decrease rate of 0.91%, including funds such as E Fund Competitive Advantage Mixed A and Zhuque Hengxin One-Year Holding [2]. - There were 22 newly disclosed public funds and 48 that were not disclosed in the current period, indicating a dynamic shift in public fund participation [2]. Social Security Fund and Foreign Investment - One social security fund, the National Social Security Fund 114 Combination, was not disclosed in the current period [2]. - Two foreign funds, including Hong Kong Central Clearing Limited and Morgan Stanley & Co. International PLC, reduced their holdings, with a decrease rate of 0.25% [2].