Core Insights - Dream Lily (603313.SH) released its semi-annual report for 2025, revealing that as of August 25, 2025, 18 institutional investors held a total of 96.6088 million shares, accounting for 16.93% of the total share capital [1] - The top ten institutional investors collectively held 16.00% of the shares, with a decrease of 0.91 percentage points compared to the previous quarter [1] Group 1: Institutional Holdings - A total of 18 institutional investors disclosed their holdings in Dream Lily, with a combined shareholding of 96.6088 million shares [1] - The top ten institutional investors include notable funds such as China Industrial Bank's Hua'an Ankang Flexible Allocation Mixed Fund and Hangzhou Zheyun Private Fund Management's Zheyun Hongtai Private Fund [1] - The proportion of shares held by the top ten institutional investors decreased by 0.91 percentage points from the previous quarter [1] Group 2: Public Fund Activity - One public fund, Hua'an Ruiming Two-Year Open Mixed A, increased its holdings during this period, showing a slight rise in its shareholding percentage [2] - A total of 14 new public funds disclosed their holdings compared to the previous quarter, including funds like Hua'an Ankang Flexible Allocation Mixed A and Jiao Yin Rui Si Mixed (LOF) [2]

Core Viewpoint - Hengtong Optic-electric Co., Ltd. (亨通股份) reported its half-year financial results for 2025, highlighting significant institutional investment and changes in public fund holdings [1] Institutional Investment - As of August 25, 2025, six institutional investors disclosed holdings in Hengtong shares, totaling 1.168 billion shares, which represents 39.27% of the company's total equity [1] - The institutional investors include Hengtong Group Co., Ltd., Suzhou Hengtong Yongxu Venture Capital Partnership, Zhangjiagang Puxin Enterprise Management Consulting Partnership, Jinan Taixiang Investment Partnership, Hangzhou Dunxin Asset Management Co., Ltd., and Nanhua Zhongzheng Hangzhou Bay Area ETF [1] - Compared to the previous quarter, the total institutional holding percentage increased by 2.84 percentage points [1] Public Fund Holdings - During this reporting period, one new public fund was disclosed, namely Nanhua Zhongzheng Hangzhou Bay Area ETF [1] - One public fund, the Everbright Pramerica Chengxin Mixed A, was not disclosed in this period compared to the previous quarter [1]

Core Viewpoint - Tian Tong Co., Ltd. (600330.SH) reported its semi-annual results for 2025, highlighting an increase in institutional investor holdings and public fund participation [1] Group 1: Institutional Holdings - As of August 25, 2025, a total of 9 institutional investors disclosed holdings in Tian Tong Co., Ltd., with a combined shareholding of 188 million shares, representing 15.25% of the total share capital [1] - The institutional investor group includes notable entities such as Tian Tong High-tech Group Co., Ltd., Guangdong Hengjian International Investment Co., Ltd., and several funds from China Merchants Bank [1] - Compared to the previous quarter, the total institutional holding percentage increased by 0.61 percentage points [1] Group 2: Public Fund Participation - Three public funds increased their holdings during this period, including Southern CSI 1000 ETF, Huaxia CSI 1000 ETF, and Oriental Quantitative Growth Flexible Allocation Mixed A, with an increase in holdings accounting for 0.31% [1] - Two new public funds disclosed their holdings compared to the previous quarter, namely Shenwan Hongyuan Quantitative Small Cap Stock (LOF) A and Changjiang Huizhi Quantitative Stock Selection Mixed Initiation A [1]

Core Viewpoint - 联发股份 (002394.SZ) reported its 2025 semi-annual results, highlighting significant institutional investment and changes in shareholder composition [1] Institutional Holdings - As of August 25, 2025, 11 institutional investors disclosed holdings in 联发股份 A-shares, totaling 145 million shares, which represents 44.87% of the company's total equity [1] - The top ten institutional investors collectively hold 44.85% of the shares, with a 0.72 percentage point increase compared to the previous quarter [1] Public Fund Activity - Two new public funds disclosed their holdings this quarter, namely 南华丰汇混合A and 南华丰睿量化选股混合A [1] Foreign Investment - One foreign fund, 中信证券资产管理(香港)有限公司-客户资金, increased its holdings this quarter, indicating a slight rise in foreign investment [1] - Additionally, BARCLAYS BANK PLC is a newly disclosed foreign institution this quarter [1]

Core Insights - Yitong New Materials (300930.SZ) released its semi-annual report for 2025 on August 26, 2025, indicating a total of 2 institutional investors holding shares, amounting to 4.37% of the total share capital [1] - The institutional investors include Hangzhou Cizheng Equity Investment Partnership (Limited Partnership) and Industrial and Commercial Bank of China - CITIC Prudential Multi-Strategy Flexible Allocation Mixed Securities Investment Fund (LOF), with a total holding of 4.37% [1] - Compared to the previous quarter, the institutional holding ratio increased by 0.32 percentage points [1] - In the public fund sector, one new public fund was disclosed this period, namely CITIC Prudential Multi-Strategy Mixed (LOF) A [1]

Core Viewpoint - Capbio (300639.SZ) reported its semi-annual results for 2025, highlighting the current institutional investor holdings and changes in ownership structure [1] Summary by Relevant Sections - Institutional Holdings - As of August 25, 2025, four institutional investors disclosed holdings in Capbio A-shares, totaling 279 million shares, which represents 43.12% of Capbio's total share capital [1] - The institutional investors include Hong Kong Science and Technology Venture Capital Co., Ltd., Yunnan Zhonghe Enterprise Management Co., Ltd., Shenzhen Guodiao Investment Fund Partnership (Limited Partnership), and Yunnan Yancheng Enterprise Management Co., Ltd. [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 0.65 percentage points [1]

2025年8月26日，同德化工(002360.SZ)发布2025年半年度报告。截至2025年8月25日，共有1个机构投资 者披露持有同德化工A股股份，合计持股量达267.37万股，占同德化工总股本的0.67%。其中，机构投 资者包括BARCLAYS BANK PLC，机构投资者合计持股比例达0.67%。相较于上一季度，机构持股比例 合计上涨了0.67个百分点。 ...

Core Viewpoint - Qingshuiyuan (300437.SZ) reported a significant increase in institutional investor holdings, indicating growing confidence in the company's stock [1] Group 1: Institutional Holdings - As of August 25, 2025, four institutional investors disclosed holdings in Qingshuiyuan A-shares, totaling 3.9885 million shares, which represents 1.58% of the total share capital [1] - The institutional investor holdings increased by 1.58 percentage points compared to the previous quarter [1] Group 2: Foreign Investment - Three new foreign institutions disclosed their holdings during this period, including CITIC Securities Asset Management (Hong Kong) Limited - Client Funds, China International Capital Corporation Hong Kong Asset Management Limited - CICCFT10(Q), and Barclays Bank PLC [1]

2025年8月26日，汇成股份(688403.SH)发布2025年半年度报告。截至2025年8月25日，共有10个机构投 资者披露持有汇成股份A股股份，合计持股量达3.41亿股，占汇成股份总股本的40.75%。其中，前十大 机构投资者包括扬州新瑞连投资合伙企业(有限合伙)、上海添橙投资管理有限公司-添橙添利十二号私募 证券投资基金、汇成投资控股有限公司、ADVANCE ALLIED LIMITED、香港中央结算有限公司、安徽 正奇资产管理有限公司、安徽嘉润金地企业管理有限公司、GREAT TITLE LIMITED、安徽志道投资有 限公司、长城久恒混合A，前十大机构投资者合计持股比例达40.75%。相较于上一季度，前十大机构持 股比例合计上涨了1.92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，即长城久恒混合A。本期较上一季未再披 露的公募基金共计4个，包括创金合信中证1000增强A、兴业中证A500指数增强A、天治中国制造2025 混合、光大保德信多策略智选18个月混合。 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。 ...

Group 1 - Fushun Special Steel (600399.SH) released its semi-annual report for 2025 on August 26, 2025, reporting that as of August 25, 2025, 11 institutional investors held a total of 716 million shares, accounting for 36.33% of the total share capital [1] - The top ten institutional investors include Jiangsu Shagang Group Co., Northeast Special Steel Group Co., Hong Kong Central Clearing Limited, and several funds from China Construction Bank and China Merchants Bank, with the top ten investors holding a combined 36.30% of shares, a decrease of 0.21 percentage points from the previous quarter [1] Group 2 - In the public fund sector, two funds increased their holdings compared to the previous period, namely Guotai CSI Military ETF and Southern CSI 1000 ETF, with an increase rate of 0.29% [2] - Three new public funds were disclosed compared to the previous quarter, including Fortune CSI Military Leader ETF, Huaxia CSI 1000 ETF, and PICC CSI A500 Index Enhanced A [2] - Two public funds were not disclosed in the current period compared to the previous quarter, including Guotai CSI Steel ETF and Guolian An Dividend Mixed Fund [2]