2025年8月15日，甬金股份(603995.SH)发布2025年半年度报告。截至2025年8月14日，共有11个机构投 资者披露持有甬金股份A股股份，合计持股量达3234.59万股，占甬金股份总股本的8.85%。其中，前十 大机构投资者包括香港中央结算有限公司、文渊资本管理有限公司-LIBRARY GROUP VOLUME I- QFII、中国银行股份有限公司-易方达供给改革灵活配置混合型证券投资基金、易方达益民股票型养老 金产品-中国民生银行股份有限公司、大成元吉增利债券A、大成民稳增长混合A、大成景润灵活配置混 合A、大成趋势回报灵活配置混合A、大成汇享一年持有混合A、大成尊享18个月持有混合发起式A，前 十大机构投资者合计持股比例达8.84%。相较于上一季度，前十大机构持股比例合计下跌了8.07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4个，包括大成民稳增长混合A、大成汇享一年 持有混合A、大成景润灵活配置混合A、大成趋势回报灵活配置混合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，包括易方达供给改革混合、大成元吉增利债券A、大成尊享 18个月持有混合发起式 ...

2025年8月13日，伟星新材(002372.SZ)发布2025年半年度报告。截至2025年8月12日，共有15个机构投 资者披露持有伟星新材A股股份，合计持股量达9.64亿股，占伟星新材总股本的60.56%。其中，前十大 机构投资者包括伟星集团有限公司、临海慧星集团有限公司、香港中央结算有限公司、中国太平洋人寿 保险股份有限公司-传统保险高分红股票管理组合、中国太平洋人寿保险股份有限公司-传统保险高分红 股票管理组合、香港金融管理局-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、中国石油化工集团公司企业年金计划-中国工商银行股份有限公司、国泰中证全指建筑材 料ETF、广发中证全指建筑材料指数A，前十大机构投资者合计持股比例达60.52%。相较于上一季度， 前十大机构持股比例合计下跌了1.40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4个，包括南方中证500ETF、广发中证全指建筑 材料指数A、国泰中证全指建筑材料ETF、易方达中证全指建筑材料ETF，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1个，即富国中证全指建筑材料ETF，持股减少占比小 ...

Core Viewpoint - Lixing Co., Ltd. (300421.SZ) reported a decline in institutional ownership in its semi-annual report for 2025, with a total of 3 institutional investors holding 4.8361 million shares, representing 1.64% of the total share capital, a decrease of 2.81 percentage points from the previous quarter [1] Institutional Investors - As of August 8, 2025, the total shares held by institutional investors decreased to 4.8361 million, accounting for 1.64% of Lixing's total share capital [1] - The institutional investors include China Construction Bank Co., Ltd. - Guoshou Anbao Smart Life Equity Fund, Hangzhou Yichen Private Fund Management Co., Ltd. - Hangzhou Chenyue No. 1 Private Securities Investment Fund, and Jinyuan Shun'an Xinyi Mixed Initiation A [1] - The overall institutional holding ratio fell by 2.81 percentage points compared to the previous quarter [1] Public Funds - One public fund, Guoshou Anbao Smart Life Equity A, increased its holdings slightly compared to the previous period [1] - A new public fund disclosed this period is Jinyuan Shun'an Xinyi Mixed Initiation A [1] - Three public funds that were previously disclosed did not report this period, including Huashang Zhenxuan Return Mixed A, Huashang Lexiang Internet Flexible Allocation Mixed A, and Ping An CSI 2000 Enhanced Strategy ETF [1] Foreign Investment - One foreign institution, BARCLAYS BANK PLC, did not disclose its holdings this period compared to the previous quarter [1]

Group 1 - The core viewpoint of the news is that Jiuzhou Pharmaceutical (603456.SH) has reported its half-year results for 2025, revealing significant institutional investor holdings and changes in share ownership [1] - As of August 5, 2025, a total of 14 institutional investors hold 378 million shares of Jiuzhou Pharmaceutical, accounting for 42.55% of the total share capital [1] - The top ten institutional investors collectively hold 42.53% of the shares, with a decrease of 1.62 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, Huabao CSI Medical ETF, while one public fund, China Europe Medical Health Mixed Fund, saw a decrease of 0.49% [2] - Eight new public funds disclosed their holdings this period, including Jinguan Taifu Technology-Driven Mixed A and others [2] - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.23% compared to the previous quarter [2]

Group 1 - Shanghai Yanpu (605128.SH) released its semi-annual report for 2025, showing that as of July 30, 2025, 14 institutional investors held a total of 20.9137 million A-shares, accounting for 9.91% of the total share capital [1] - The top ten institutional investors collectively held 9.84% of the shares, with a decrease of 1.87 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, five public funds increased their holdings compared to the previous period, with an increase rate of 0.83% [2] - Seven new public funds were disclosed this period, including Changxin Domestic Demand Balanced Mixed A and Guoshou Anbao Stable Return Mixed [2] - Five public funds were not disclosed this period, including GF Reform Mixed and Bosera Enjoy Mixed A [2]

Group 1 - Hai Da Group (002311.SZ) released its 2025 semi-annual report on July 29, 2025, with 274 institutional investors holding a total of 1.241 billion shares, representing 74.58% of the total share capital [1] - The top ten institutional investors include Guangzhou Haizao Investment Co., Ltd., Hong Kong Central Clearing Limited, and several funds from Industrial and Commercial Bank of China and China Bank, collectively holding 65.37% of the shares, a decrease of 2.31 percentage points from the previous quarter [1] Group 2 - In the public fund sector, 34 funds increased their holdings, with a total increase ratio of 0.43%, while 68 funds decreased their holdings, with a total decrease ratio of 1.19% [2] - A total of 138 new public funds disclosed their holdings in Hai Da Group, while 41 funds did not disclose their holdings in the current period [2] Group 3 - From the foreign investment perspective, two foreign funds reduced their holdings, with a total decrease ratio of 2.09% [3]

Group 1 - Softcom Power (301236.SZ) reported its Q1 2025 earnings on April 30, 2025, with 40 institutional investors holding a total of 248 million shares, representing 25.99% of the total share capital [1] - The top ten institutional investors collectively hold 24.78% of the shares, with a decrease of 0.97 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, nine funds increased their holdings, with a total increase of 0.13%, while eight funds decreased their holdings, with a total decrease of 0.29% [2] - Thirteen new public funds disclosed their holdings this period, while 313 funds did not disclose their holdings compared to the previous quarter [2] Group 3 - In terms of foreign investment, one foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.30%, while CEL Bravo Limited decreased its holdings by 0.72% [3]

Group 1 - Haier Smart Home (600690.SH) reported its Q1 2025 results, with 358 institutional investors disclosing holdings of A-shares, totaling 3.953 billion shares, which represents 42.13% of the total share capital [1] - The top ten institutional investors include Haier Kaos Co., Ltd., Haier Group, and others, holding a combined 38.52% of shares, with a decrease of 1.09 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 123 funds increased their holdings, with a holding increase ratio of 0.43%, including funds like E Fund Consumer Industry Stock and E Fund SSE 50 Enhanced A [2] - Conversely, 82 funds reduced their holdings, with a decrease ratio of 0.36%, including funds like Xingquan Helun Mixed A and Huatai-PB SSE 300 ETF [2] - A total of 73 new public funds were disclosed this period, while 887 funds were not disclosed compared to the previous quarter [2]

Group 1 - Aojie Technology (688220.SH) reported its Q1 2025 financial results, with 82 institutional investors holding a total of 225 million shares, representing 53.70% of the company's total equity [1] - The top ten institutional investors collectively hold 45.10% of Aojie Technology's shares, with a decrease of 3.07 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 11 funds increased their holdings, accounting for a 1.14% increase, including notable funds such as China Europe Alpha Mixed A and Xingquan Selected Mixed [2] - Six public funds reduced their holdings, with a slight decrease in the proportion of holdings, including funds like China Europe Innovation Future Mixed [2] - A total of 53 new public funds were disclosed this period, while 207 funds were not disclosed again, indicating a dynamic shift in the public fund landscape [2]

Core Viewpoint - DeYe Co., Ltd. (605117.SH) reported its Q1 2025 financial results, highlighting significant institutional investor interest and changes in public fund holdings [1][2] Group 1: Institutional Investor Holdings - As of April 30, 2025, a total of 177 institutional investors disclosed holdings in DeYe Co., with a combined shareholding of 338 million shares, representing 52.40% of the total share capital [1] - The top ten institutional investors collectively hold 45.78% of the shares, with a 1.01 percentage point increase from the previous quarter [1] Group 2: Public Fund Holdings - In the current period, 72 public funds increased their holdings, with a total increase rate of 0.91%, including funds like Jiaoyin Balanced Growth One-Year Mixed A and Guangfa High-End Manufacturing Stock A [2] - Conversely, 40 public funds reduced their holdings, with a decrease rate of 1.02%, including funds like Guotai Junan New Energy Mixed A and Guotai Junan Advanced Manufacturing Mixed [2] - There were 45 newly disclosed public funds, while 605 funds did not disclose their holdings in this period [2] Group 3: Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings, representing a 1.27% increase [2]