养老金视角，本期较上一期持股增加的养老金基金共计1个，即基本养老保险基金二一零一组合，持股 增加占比达0.1%。 险资方向，本期较上一期持股增加的险资共计2个，包括中国平安人寿保险股份有限公司-投连-个险投 连、瑞众人寿保险有限责任公司-自有资金，持股增加占比达0.6%。 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，国能日新(301162.SZ)发布2025年半年度报告。截至2025年8月22日，共有21个机构投 资者披露持有国能日新A股股份，合计持股量达2136.07万股，占国能日新总股本的17.77%。其中，前 十大机构投资者包括安义厚源广汇投资合伙企业(有限合伙)、中国建设银行股份有限公司-诺德价值优势 混合型证券投资基金、中国平安人寿保险股份有限公司-投连-个险投连、基本养老保险基金二一零一组 合、瑞众人寿保险有限责任公司-自有资金、华夏新兴经济一年持有混合A、诺德周期策略混合、广发 新能源精选股票A、诺德价值发现、平安匠心优选混合A，前十大机构投资者合计持股比例达16.75%。 相较于上一季度，前十大机构持股比例合计下跌了3.58个百分点。 公募基金 ...

Group 1 - Sanmei Co., Ltd. (603379.SH) released its semi-annual report for 2025, showing that as of August 22, 2025, 53 institutional investors held a total of 95.9781 million shares, accounting for 15.72% of the total share capital [1] - The top ten institutional investors collectively held 14.82% of the shares, with a slight decrease of 0.35 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, five funds increased their holdings, while eleven funds reduced their holdings, with a decrease of 0.24% in total holdings [2] - Thirty new public funds were disclosed this period, while ten funds were not disclosed compared to the previous quarter [2] Group 3 - From the pension fund perspective, one fund reduced its holdings slightly, while one insurance fund increased its holdings marginally [3]

Group 1 - Chifeng Gold (600988.SH) reported its semi-annual results for 2025, with 190 institutional investors holding a total of 382 million shares, representing 20.08% of the total share capital as of August 22, 2025 [1] - The top ten institutional investors collectively hold 15.07% of the shares, with a decrease of 4.32 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 34 funds increased their holdings, while 76 funds reduced their holdings, with the increase and decrease percentages being 0.50% and 0.55% respectively [2] - One social security fund, the National Social Security Fund 118 Portfolio, reduced its holdings by 0.33% compared to the previous quarter [2] - One foreign fund, Hong Kong Central Clearing Limited, also reduced its holdings by 3.39% compared to the previous quarter [2]

外资态度来看，本期较上一季度持股减少的外资基金共计3个，包括ABA-Bio (Hong Kong) Limited、 LAV Apex Hong Kong Limited、OAP III (HK) Limited，持股减少占比达2.40%。本期较上一季未再披露 的外资机构即LAV Alpha Hong Kong Limited。 2025年8月23日，益方生物(688382.SH)发布2025年半年度报告。截至2025年8月22日，共有142个机构投 资者披露持有益方生物A股股份，合计持股量达3.51亿股，占益方生物总股本的60.69%。其中，前十大 机构投资者包括InventisBio Hong Kong Limited、YUEHENG JIANG LLC、ABA-Bio (Hong Kong) Limited、XING DAI LLC、OAP III (HK) Limited、LAV Apex Hong Kong Limited、中国建设银行股份有 限公司-汇添富创新医药主题混合型证券投资基金、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、香港中央结算有限公司、招商银行股份有限公司-睿远成长 ...

公募基金方面，本期较上一期持股增加的公募基金共计17个，主要包括华安安康灵活配置混合A、泉果 嘉源三年持有期混合A、交银阿尔法核心混合A、交银优势行业混合、鹏华睿进一年持有期混合A等， 持股增加占比达0.17%。本期较上一季度持股减少的公募基金共计11个，主要包括华安精致生活混合 A、华安汇嘉精选混合A、华安聚嘉精选混合A、交银持续成长主题混合A、华安添利6个月债券A等， 持股减少占比达0.25%。本期较上一季度新披露的公募基金共计8个，主要包括鹏华汇智优选混合A、海 富通消费优选混合A、前海联合产业趋势混合A、南方中证500量化增强股票发起A、尚正新能源产业混 合A等。本期较上一季未再披露的公募基金共计68个，主要包括易方达智造优势混合A、易方达产业升 级混合A、易方达环保主题混合A、易方达高端制造混合A、易方达核心智造混合等。 2025年8月22日，三星医疗(601567.SH)发布2025年半年度报告。截至2025年8月21日，共有41个机构投 资者披露持有三星医疗A股股份，合计持股量达5.67亿股，占三星医疗总股本的40.18%。其中，前十大 机构投资者包括奥克斯集团有限公司、香港中央结算有限公司、交 ...

Core Viewpoint - Yulide (688628.SH) reported its semi-annual results for 2025, highlighting significant institutional investor holdings and changes in public fund investments [1][2] Group 1: Institutional Holdings - As of August 21, 2025, 11 institutional investors disclosed holdings in Yulide A-shares, totaling 68.0473 million shares, which represents 60.88% of Yulide's total share capital [1] - The top ten institutional investors collectively hold 60.83% of the shares, showing a decrease of 4.34 percentage points compared to the previous quarter [1] Group 2: Public Fund Investments - One public fund, Jiao Yin Qi Xin Mixed Initiation A, increased its holdings, while five public funds reduced their holdings, with a total decrease of 2.63% compared to the previous quarter [2] - One new public fund, Tai Xin Internet + Theme Mixed, was disclosed this period, while seven public funds were not disclosed again, including several notable funds [2]

Core Viewpoint - Lihe Technology (300800.SZ) reported a decrease in institutional ownership in its 2025 semi-annual report, indicating a shift in investor sentiment [1] Institutional Ownership - As of August 21, 2025, four institutional investors disclosed holdings in Lihe Technology A-shares, totaling 17.715 million shares, which represents 7.48% of the company's total equity [1] - The institutional ownership decreased by 1.11 percentage points compared to the previous quarter [1] Foreign Investment - One foreign fund, Morgan Stanley & Co. International PLC, reduced its holdings by 0.19% compared to the previous quarter [1] - A new foreign institution, Barclays Bank PLC, disclosed its holdings during this period [1]

Group 1 - The core viewpoint of the news is that 博迁新材 (605376.SH) has reported its half-year results for 2025, highlighting significant institutional investor interest and changes in shareholding patterns [1] - As of August 21, 2025, a total of 41 institutional investors hold shares in 博迁新材, with a combined holding of 138 million shares, representing 52.64% of the total share capital [1] - The top ten institutional investors account for 48.29% of the total shares, with a decrease of 2.77 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, there are 10 funds that increased their holdings compared to the previous period, with a total increase in holdings of 0.35% [2] - Conversely, 14 public funds reduced their holdings, with a total decrease of 0.54% compared to the previous quarter [2] - There are 10 newly disclosed public funds this period, while 7 funds have not been disclosed again compared to the previous quarter [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，包括广发中小盘精选混合A、易方达供给 改革混合、易方达产业机遇混合A，持股增加占比达0.37%。本期较上一季度持股减少的公募基金共计2 个，包括易方达创新驱动混合、易方达瑞程混合A，持股减少占比小幅下跌。本期较上一季度新披露的 公募基金共计6个，主要包括易方达价值精选混合、惠升和悦债券A、中银中小盘成长混合、华润元大 双鑫债券A、金元顺安成长动力灵活配置混合等。本期较上一季未再披露的公募基金共计13个，主要包 括国联安半导体ETF、兴全合兴混合A、易方达新兴成长混合、兴全精选混合、交银稳健配置混合等。 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，即全国社保基金六零一组合。 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0.26%。 2025年8月22日，德明利(001309.SZ)发布2025年半年度报告。截至2025年8月21日，共有16个机构投资 者披露持有德明利A股股份，合计持股量达1517.92万股，占德明利总股本的9.38%。其中，前十大机构 投资者包括泰安金程源企业管理合伙企业(有限合 ...

公募基金方面，本期较上一期持股增加的公募基金共计14个，主要包括中信证券红利价值A、融通中国 风1号灵活配置混合A/B、融通行业景气混合A/B、博时逆向投资混合A、宝盈发展新动能股票A等，持 股增加占比达0.11%。本期较上一季度持股减少的公募基金共计15个，主要包括嘉实价值驱动一年持有 期混合A、嘉实价值臻选混合A、鹏华启航混合、嘉实价值优势混合A、嘉实价值长青混合A等，持股减 少占比达0.43%。本期较上一季度新披露的公募基金共计26个，主要包括博时凤凰领航混合A、兴全社 会责任混合、摩根内需动力混合A、融通内需驱动混合A/B、宝盈优质成长混合A等。本期较上一季未 再披露的公募基金共计42个，主要包括广发制造业精选混合A、富国中证价值ETF、华夏睿阳一年持有 混合、长信增利动态策略混合、融通领先成长混合(LOF)A/B等。 2025年8月22日，纽威股份(603699.SH)发布2025年半年度报告。截至2025年8月21日，共有66个机构投 资者披露持有纽威股份A股股份，合计持股量达2.15亿股，占纽威股份总股本的27.94%。其中，前十大 机构投资者包括香港中央结算有限公司、北京恒德时代私募基金管理有 ...