对于社保基金，本期较上一季度持股减少的社保基金共计1个，即全国社保基金一一四组合，，持股减 少占比小幅下跌。 2025年8月25日，炬芯科技(688049.SH)发布2025年半年度报告。截至2025年8月24日，共有43个机构投 资者披露持有炬芯科技A股股份，合计持股量达6016.20万股，占炬芯科技总股本的41.17%。其中，前 十大机构投资者包括珠海瑞昇投资合伙企业(有限合伙)、中国银行股份有限公司-泰信中小盘精选股票型 证券投资基金、中国工商银行股份有限公司-富国新兴产业股票型证券投资基金、中国建设银行股份有 限公司-信澳新能源产业股票型证券投资基金、珠海辰友投资合伙企业(有限合伙)、中国工商银行股份有 限公司-泰信鑫选灵活配置混合型证券投资基金、全国社保基金一一四组合、珠海炬焱投资合伙企业(有 限合伙)、厦门炬上益投资合伙企业(有限合伙)、厦门炬上吉投资合伙企业(有限合伙)，前十大机构投资 者合计持股比例达36.26%。相较于上一季度，前十大机构持股比例合计下跌了2.12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5个，包括信澳先进智造股票型A、信澳领先增 长混合A、中航远见领航混合 ...

Core Viewpoint - DiAo Micro (688381.SH) reported its semi-annual results for 2025, highlighting a decrease in institutional investor holdings compared to the previous quarter [1] Institutional Holdings - As of August 22, 2025, a total of 9 institutional investors disclosed holdings in DiAo Micro, amounting to 61.19 million shares, which represents 24.72% of the total share capital [1] - The institutional holding percentage decreased by 2.18 percentage points compared to the previous quarter [1] Public Fund Holdings - One new public fund disclosed its holdings this period, namely the Chuangjin Hexin CSI Sci-Tech Innovation 50 Index Enhanced A [1] - One public fund, the Tianzhi China Manufacturing 2025 Mixed Fund, was not disclosed in this period compared to the previous quarter [1]

Group 1 - Tongwei Co., Ltd. (600438.SH) released its 2025 semi-annual report on August 23, 2025, indicating that as of August 22, 2025, 76 institutional investors held a total of 2.714 billion shares, accounting for 60.28% of the total share capital [1] - The top ten institutional investors include Tongwei Group Co., Ltd., Hong Kong Central Clearing Limited, and several trust plans, with their combined holding ratio reaching 57.74%, an increase of 1.91 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 33 funds increased their holdings, with notable funds including HSBC Jintrust Research Select Mixed and Huatai-PB CSI 300 ETF, representing an increase ratio of 0.43% [2] - Conversely, 23 public funds reduced their holdings, with significant reductions from funds like Xinhua Xin Dongli Flexible Allocation Mixed A and Southern CSI New Energy ETF, showing a slight decrease [2] - Additionally, 12 new public funds were disclosed, including Huaxia CSI 300 ETF and Huanan Hongli Mixed A, while 25 funds were no longer disclosed compared to the previous quarter [2] - For social security funds, only one fund, the National Social Security Fund 118 Portfolio, increased its holdings, with an increase ratio of 0.73% [2]

Group 1 - Hongyuan Electronics (603267.SH) released its semi-annual report for 2025, showing that as of August 22, 2025, 41 institutional investors held a total of 9.3626 million shares, accounting for 4.05% of the total share capital [1] - The top ten institutional investors collectively held 3.32% of the shares, with a decrease of 3.88 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, six funds increased their holdings, with a total increase of 0.17%, including notable funds such as Huazhong Daqian Mixed A and Rongtong Tongqian Research Selected Flexible Allocation Mixed A [2] - Two public funds reduced their holdings, with a slight decrease, including Zhaoshang High-end Equipment Mixed A and Huafu Anfu Bond A [2] - A total of 31 new public funds were disclosed this period, including Longxin National Defense Military Industry Quantitative Mixed A and Fangzheng Fubang Jinfang One-Year Holding Period Mixed A [2] - 26 public funds were not disclosed in this period, including notable funds such as Guangfa Small Cap Growth Mixed (LOF) A and Invesco Longcheng Quality Evergreen Mixed A [2]

Group 1 - Wanze Co., Ltd. (000534.SZ) released its semi-annual report for 2025, indicating that as of August 22, 2025, 14 institutional investors held a total of 204 million shares, accounting for 40.40% of the total share capital [1] - The top ten institutional investors collectively held 40.35% of the shares, with a notable decrease of 5.28 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Southern Military Industry Reform Flexible Allocation Mixed A, increased its holdings by 0.22% compared to the previous period [2] - Five new public funds were disclosed this period, including Chuangjin Hexin Advanced Equipment Stock A and others, while eight public funds were not disclosed compared to the previous quarter [2] - In the social security fund sector, the National Social Security Fund 103 Combination increased its holdings by 0.25% compared to the previous period [2]

Group 1 - The core viewpoint of the news is that 联赢激光 (688518.SH) has reported its semi-annual results for 2025, revealing significant details about institutional ownership and changes in shareholding among public funds [1][2] - As of August 22, 2025, a total of 31 institutional investors hold shares in 联赢激光, with a combined holding of 39.2387 million shares, representing 11.50% of the total share capital [1] - The top ten institutional investors account for 10.86% of the total shares, with a decrease of 2.25 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, 金鹰科技创新股票A, with an increase ratio of 0.41% [2] - Two new public funds disclosed their holdings this quarter, including 兴全商业模式混合(LOF)A and 南华丰淳混合A [2] - Eleven public funds were not disclosed in this quarter compared to the previous quarter, including notable funds like 景顺长城新能源产业股票A类 and 广发科创主题灵活配置混合(LOF) [2]

Group 1 - Huachen Equipment (300809.SZ) released its semi-annual report for 2025 on August 23, 2025, indicating that as of August 22, 2025, nine institutional investors disclosed holding a total of 13.4649 million shares, accounting for 5.31% of the total share capital [1] - The institutional investors include Hainan Xintang Trading Partnership, Industrial Bank Co., Ltd. - Huaxia CSI Robot ETF, and others, with the total institutional holding percentage decreasing by 7.21 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two public funds increased their holdings compared to the previous period, including Huaxia CSI Robot ETF and Jin Xin Steady Strategy Mixed A, with an increase ratio of 0.41% [2] - Five new public funds disclosed their holdings this quarter, including Tianhong CSI Robot ETF and several others, while 16 public funds were not disclosed compared to the previous quarter, including Penghua Carbon Neutral Theme Mixed A and others [2]

Group 1 - The core viewpoint of the news is that Haisco (002653.SZ) has seen an increase in institutional investor holdings, with a total of 42 institutions holding 122 million shares, representing 10.88% of the total share capital as of August 22, 2025 [1] - The top ten institutional investors collectively hold 8.32% of Haisco's shares, with an increase of 1.00 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, there are 10 funds that increased their holdings, with a total increase rate of 1.47%, including funds like ICBC Frontier Medical Stock A and China Europe Medical Health Mixed A [2] - Conversely, 12 public funds reduced their holdings, with a decrease rate of 0.93%, including funds such as Huatai-PB Daxin Mixed A and Fortune Precision Medical Flexible Allocation Mixed A [2] - There are 15 new public funds disclosed this period, including ICBC Medical Health Stock and ICBC Pension Industry Stock A [2] - Additionally, 25 public funds were not disclosed this period, including Southern Medical Innovation Stock A and Agricultural Bank Medical Health Stock [2]

Group 1 - Zhongji United (605305.SH) released its semi-annual report for 2025 on August 23, 2025, indicating that as of August 22, 2025, 27 institutional investors disclosed holding shares, totaling 39.78 million shares, which accounts for 18.72% of Zhongji United's total share capital [1] - The top ten institutional investors include various firms such as Beijing Shichuang Technology Development Co., Ltd. and China Merchants Bank Co., Ltd., with the top ten collectively holding 17.89% of the shares, a decrease of 1.56 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Baodao Huitai Preferred Mixed A, increased its holdings by 0.82% compared to the previous period, while another fund, Jiaoyin Trend Mixed A, decreased its holdings by 0.19% [2] - One new public fund, Nanhua Fenghui Mixed A, was disclosed this period, while 21 public funds were not disclosed in this period, including notable funds like Jiaoyin Ruiyuan Three-Year Fixed Open Mixed and Morgan Stanley Thematic Preferred Mixed [2]

公募基金方面，本期较上一期持股增加的公募基金共计3个，包括南方中证500ETF、中欧时代先锋股票 A、华宝中证医疗ETF，持股增加占比达0.30%。本期较上一季度持股减少的公募基金共计1个，即中欧 医疗健康混合A，持股减少占比达1.93%。本期较上一季度新披露的公募基金共计2个，包括中欧新蓝筹 混合A、南华中证杭州湾区ETF。本期较上一季未再披露的公募基金共计13个，主要包括广发盛兴混合 A、广发瑞安精选股票A、光大保德信信用添益债券A类、广发瑞泽精选混合A、广发科创板两年定开混 合等。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 2025年8月23日，通策医疗(600763.SH)发布2025年半年度报告。截至2025年8月22日，共有25个机构投 资者披露持有通策医疗A股股份，合计持股量达2.05亿股，占通策医疗总股本的45.94%。其中，前十大 机构投资者包括杭州宝群实业集团有限公司、中国银行股份有限公司-华宝中证医疗交易型开放式指数 证券投资基金、浙江存济医疗教育基金会、香港中央结算有限公司、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、中国工商银行股 ...