2025年8月22日，信通电子(001388.SZ)发布2025年半年度报告。截至2025年8月26日，共有133个机构投 资者披露持有信通电子A股股份，合计持股量达11.36万股，占信通电子总股本的0.07%。其中，前十大 机构投资者包括交银中证红利低波动100指数A、平安中证光伏产业指数A、南方中证机器人ETF发起联 接A、嘉实中证A50ETF、嘉实中证医疗指数发起式A、大数据ETF、创业板科技ETF、银河中证机器人 指数发起式A、嘉实新兴科技100ETF、招商国证食品饮料ETF，前十大机构投资者合计持股比例达 0.01%。相较于上一季度，前十大机构持股比例合计上涨了0.01个百分点。 ...

Core Insights - Jiangshun Technology (001400.SZ) released its semi-annual report for 2025 on August 27, 2025, indicating significant institutional investment activity [1] Institutional Holdings - As of August 26, 2025, two institutional investors disclosed holdings in Jiangshun Technology A-shares, totaling 5.0395 million shares, which represents 8.40% of the company's total equity [1] - The institutional investors include Jiangyin Tianfeng Management Consulting Partnership (Limited Partnership) and UBS AG, with the combined institutional holding ratio increasing by 8.40 percentage points compared to the previous quarter [1]

Group 1 - The core viewpoint of the article is that Bixing Wulian (688671.SH) reported its semi-annual results for 2025, highlighting the institutional investor holdings and changes in public fund disclosures [1] - As of August 26, 2025, a total of 9 institutional investors disclosed holdings in Bixing Wulian A-shares, with a combined holding of 42.1802 million shares, representing 53.72% of the total share capital [1] - The institutional investor holding ratio decreased by 0.13 percentage points compared to the previous quarter [1] Group 2 - Two new public funds were disclosed in this period compared to the previous quarter, including Zhongjia Specialized and New Quantitative Stock Selection Mixed Fund A and Huiquan Qiyuan Future Mixed Fund A [1]

2025年8月27日，恒玄科技(688608.SH)发布2025年半年度报告。截至2025年8月26日，共有148个机构投 资者披露持有恒玄科技A股股份，合计持股量达4532.11万股，占恒玄科技总股本的37.75%。其中，前 十大机构投资者包括Run Yuan Capital I Limited、香港中央结算有限公司、招商银行股份有限公司-华夏 上证科创板50成份交易型开放式指数证券投资基金、中国工商银行股份有限公司-易方达上证科创板50 成份交易型开放式指数证券投资基金、宁波梅山保税港区百碧富创业投资合伙企业(有限合伙)、宁波梅 山保税港区千碧富创业投资合伙企业(有限合伙)、宁波梅山保税港区亿碧富创业投资合伙企业(有限合 伙)、嘉实上证科创板芯片ETF、中欧科创主题混合(LOF)A、中欧创新未来混合(LOF)，前十大机构投资 者合计持股比例达27.86%。相较于上一季度，前十大机构持股比例合计上涨了4.43个百分点。 对于社保基金，本期较上一季未再披露的社保基金共计1个，即全国社保基金一一一组合。 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0.79%。 ...

Group 1 - Foxda (603173.SH) reported its semi-annual results for 2025, with 17 institutional investors disclosing holdings amounting to 108 million shares, representing 67.75% of the total share capital [1] - The top ten institutional investors collectively hold 67.66% of the shares, with a 0.25 percentage point increase compared to the previous quarter [1] Group 2 - In the public fund sector, three funds increased their holdings, accounting for a 0.73% increase, while one fund decreased its holdings by 0.26% [2] - One new public fund was disclosed, while five funds were no longer reported compared to the previous quarter [2]

Group 1 - Guanghetong (300638.SZ) released its semi-annual report for 2025 on August 27, 2025, showing that as of August 26, 2025, 23 institutional investors disclosed holding A-shares, totaling 45.05 million shares, accounting for 5.89% of Guanghetong's total share capital [1] - The top ten institutional investors include Xinyu Guanghe Chuanghong Venture Capital Partnership, Hong Kong Central Clearing Limited, and China Life Insurance Company, with the top ten investors holding a combined 5.60% of shares, an increase of 0.24 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, namely Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, with an increase ratio of 0.18% [2] - One new public fund disclosed this period, Southern Huazhi Debt A, while 18 public funds were not disclosed compared to the previous quarter, including several funds from Huatai-PB and others [2] - Regarding foreign investment, one foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 1.16% compared to the previous quarter, while one new foreign institution, BARCLAYS BANK PLC, was disclosed [2]

Core Viewpoint - Zhongyuan Neipei (002448.SZ) reported its 2025 semi-annual results, highlighting an increase in institutional investor holdings and new public fund disclosures [1] Group 1: Institutional Holdings - As of August 26, 2025, five institutional investors disclosed holdings in Zhongyuan Neipei A-shares, totaling 6.0871 million shares, which represents 1.03% of the total share capital [1] - The institutional investor holdings increased by 0.39 percentage points compared to the previous quarter [1] Group 2: Public Funds - Four new public funds were disclosed this period compared to the previous quarter, including: - China Bank Co., Ltd. - Zhaoshang Quantitative Selected Stock Fund - Beijing Jiahua Baotong Consulting Co., Ltd. - Su Xin Zhongzheng A500 Index Enhanced A - Nanhua Fengrui Quantitative Stock Selection Mixed A - Nanhua Fengyuan Quantitative Stock Selection Mixed A [1] Group 3: Foreign Investment - No new foreign institutional disclosures were reported this period, with UBS AG being the only foreign institution not disclosing holdings compared to the previous quarter [1]

外资态度来看，本期较上一季度新披露的外资机构有 1 家 ，即香港中央结算有限公司。 2025年8月27日，誉衡药业(002437.SZ)发布2025年半年度报告。截至2025年8月26日，共有9个机构投资 者披露持有誉衡药业A股股份，合计持股量达3.75亿股，占誉衡药业总股本的16.69%。其中，机构投资 者包括国泰海通证券股份有限公司、YU HENG INTERNATIONAL INVESTMENTS CORPORATION、 ORIENTAL KEYSTONE INVESTMENT LIMITED、香港中央结算有限公司、上海方圆达创投资合伙企 业(有限合伙)-方圆-东方12号私募投资基金、上海方圆达创投资合伙企业(有限合伙)-方圆-东方27号私募 投资基金、上海方圆达创投资合伙企业(有限合伙)-方圆-东方6号私募投资基金、上海方圆达创投资合伙 企业(有限合伙)-方圆-东方22号私募投资基金、东源(天津)股权投资基金管理股份有限公司-东源投资财 富51号私募证券投资基金，机构投资者合计持股比例达16.69%。相较于上一季度，机构持股比例合计 上涨了0.35个百分点。 公募基金方面，本期较上一季未再披露的公募 ...

Core Insights - SanChao New Materials (300554.SZ) released its semi-annual report for 2025 on August 27, 2025, indicating a total of 5 institutional investors holding shares, amounting to 3.0482 million shares, which represents 2.67% of the total share capital [1] - The institutional investors include prominent firms such as GF Securities Co., Ltd., Nord Fund - Shandong Railway Development Fund Co., Ltd., UBS AG, Morgan Stanley & Co. International PLC, and Barclays Bank PLC, with a total institutional holding ratio increasing by 2.67 percentage points compared to the previous quarter [1] - In terms of foreign investment, three new foreign institutions disclosed their holdings this period, namely UBS AG, Morgan Stanley & Co. International PLC, and Barclays Bank PLC [1]

2025年8月27日，恒盛能源(605580.SH)发布2025年半年度报告。截至2025年8月26日，共有6个机构投资 者披露持有恒盛能源A股股份，合计持股量达680.72万股，占恒盛能源总股本的2.43%。其中，机构投 资者包括杭州冲和投资管理合伙企业(有限合伙)-冲和龙起量化对冲1号私募证券投资基金、杭州冲和投 资管理合伙企业(有限合伙)-冲和私募投资基金稳健1号、J.P.Morgan Securities PLC-自有资金、 MORGAN STANLEY & CO. INTERNATIONAL PLC.、汇安核心资产混合A、广发百发100指数A，机构 投资者合计持股比例达2.43%。相较于上一季度，机构持股比例合计下跌了0.12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1个，即广发百发100指数A。 ...