Core Insights - Rui Ming Technology (002970.SZ) released its semi-annual report for 2025, indicating that as of August 21, 2025, 26 institutional investors held a total of 34.69 million shares, representing 19.41% of the company's total equity [1] - The top ten institutional investors collectively held 19.10% of the shares, showing a decrease of 1.42 percentage points compared to the previous quarter [1] Institutional Holdings - Four public funds increased their holdings compared to the previous period, with a total increase of 0.11%, including funds such as Nuon Innovation Driven Mixed A and Penghua Growth Smart Selection Mixed A [2] - One public fund, HSBC Jin Trust Value Pioneer Stock A, reported a slight decrease in holdings [2] - A total of 14 new public funds disclosed their holdings this period, including Xingquan Green Investment Mixed (LOF) and Nuon Theme Selection Mixed [2] - Thirty public funds were not disclosed in this period, including Dongfanghong Rui Feng Mixed and Nuon Value Growth Mixed A [2] Social Security and Foreign Investment - One social security fund, the National Social Security Fund 502 Portfolio, was not disclosed in this period [3] - Two foreign funds, including Jia Tong Investment Co., Ltd. and Hong Kong Central Clearing Limited, reported a decrease in holdings, with a total reduction of 1.25% [3]

Group 1 - Sany Heavy Industry (600031.SH) released its 2025 semi-annual report on August 22, 2025, showing that 171 institutional investors disclosed holding A-shares, totaling 4.518 billion shares, which accounts for 53.31% of Sany's total share capital [1] - The top ten institutional investors include Sany Group Co., Ltd., Hong Kong Central Clearing Limited, China Securities Finance Corporation, and several funds from Industrial and Commercial Bank of China, with their combined holding ratio reaching 50.35%, an increase of 1.71 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 29 funds increased their holdings, including Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, with an increase ratio of 0.48% [2] - Conversely, 47 public funds reduced their holdings, with a decrease ratio of 0.27%, including funds like E Fund New Emerging Value One-Year Holding Mixed A [2] - A total of 54 new public funds were disclosed this period, while 122 funds were not disclosed compared to the previous quarter [2] Group 3 - One social security fund, the National Social Security Fund 103 Portfolio, reduced its holdings, resulting in a slight decrease in its holding ratio [2]

Group 1 - The core viewpoint of the news is that Dabo Medical (002901.SZ) has reported its semi-annual results for 2025, highlighting significant institutional investment in the company [1] - As of August 21, 2025, a total of 14 institutional investors hold shares in Dabo Medical, with a combined holding of 192 million shares, representing 46.36% of the total share capital [1] - The top ten institutional investors account for 46.23% of the total shares, with a decrease of 1.08 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one public fund, Southern CSI 1000 ETF, increased its holdings slightly, while six new public funds were disclosed, including Dachen Multi-Strategy Mixed (LOF) A and Dachen Quality Medical Stock A [2] - Three public funds were not disclosed in the current period compared to the previous quarter, including Huabao CSI Medical ETF and Fuyong Medical Health Mixed Fund A [2] - Regarding foreign investment, one foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.46% compared to the previous period [2]

Group 1 - The core viewpoint of the news is that Steady Medical (300888.SZ) has reported its semi-annual results for 2025, highlighting significant institutional ownership and changes in fund holdings [1] - As of August 21, 2025, 39 institutional investors hold a total of 456 million shares of Steady Medical, representing 78.28% of the company's total equity [1] - The top ten institutional investors collectively own 75.93% of the shares, with a slight decrease of 0.51 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 12 funds increased their holdings, with a total increase of 0.24%, while 8 funds decreased their holdings, accounting for a 0.13% decrease [2] - New public funds disclosed during this period total 12, while 37 funds were not disclosed compared to the previous quarter [2] - In the insurance capital sector, one insurance company reduced its holdings slightly, while one pension fund was not disclosed compared to the previous quarter [2] Group 3 - Foreign investment sentiment shows that one foreign fund, Hong Kong Central Clearing Limited, reduced its holdings slightly [3]

Group 1 - Bid Pharma (688073.SH) released its semi-annual report for 2025 on August 22, 2025, showing that 24 institutional investors disclosed holdings totaling 23.5974 million shares, representing 25.96% of the total share capital [1] - The top ten institutional investors collectively hold 23.21% of the shares, with a decrease of 1.21 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, the Agricultural Bank of China Medical Health Stock, increased its holdings by 0.20%, while three funds reduced their holdings by a total of 0.39% [2] - Thirteen new public funds were disclosed this period, including notable names such as GF Xinxin Mixed A and Longxin Jinli Trend Mixed A [2] - One social security fund, the National Social Security Fund 118 Portfolio, decreased its holdings by 0.86% compared to the previous quarter [2]

Core Viewpoint - Qiaqia Food (002557.SZ) reported its semi-annual results for 2025, highlighting significant institutional ownership and changes in fund holdings [1][2]. Group 1: Institutional Ownership - As of August 21, 2025, 19 institutional investors held a total of 272 million shares of Qiaqia Food, representing 53.87% of the company's total share capital [1]. - The top ten institutional investors collectively held 53.50% of the shares, with a decrease of 2.67 percentage points compared to the previous quarter [1]. Group 2: Public Fund Holdings - Two public funds increased their holdings in Qiaqia Food, accounting for a 0.17% increase, while two funds reported a slight decrease in holdings [2]. - Eight new public funds disclosed their holdings in Qiaqia Food, including notable names such as Xingzheng Global XinYue Mixed Fund and Southern CSI 1000 ETF [2]. - Nine public funds that previously held shares did not disclose their holdings this quarter, including prominent funds like GF Stable Growth Mixed Fund and Southern CSI 500 ETF [2]. Group 3: Social Security Fund and Foreign Investment - One new social security fund, the National Social Security Fund 101 Portfolio, disclosed its holdings in Qiaqia Food, while one fund, the National Social Security Fund 115 Portfolio, was not disclosed this quarter [2]. - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings slightly compared to the previous period [2].

Group 1 - Core viewpoint: Heng Rui Medicine (600276.SH) reported its 2025 semi-annual results, highlighting significant institutional investor interest with 573 institutions holding a total of 4.315 billion shares, representing 65.02% of the total share capital [1] - The top ten institutional investors collectively hold 58.12% of the shares, with a slight decrease of 0.34 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 88 funds increased their holdings, accounting for a 0.41% increase, with notable funds including Huatai-PB CSI 300 ETF and Huaxia SSE 50 ETF [2] - Conversely, 244 funds reduced their holdings, representing a 1.09% decrease, with significant reductions seen in funds like China Europe Medical Health Mixed A and E Fund CSI 300 Medical ETF [2] - A total of 185 new public funds were disclosed this period, while 150 funds were not disclosed compared to the previous quarter [2]

Group 1 - The core viewpoint of the news is that Weic Technology (688372.SH) has reported its semi-annual results for 2025, highlighting significant institutional investor activity [1] - As of August 20, 2025, a total of 27 institutional investors disclosed holdings in Weic Technology, with a combined shareholding of 67.29 million shares, accounting for 45.34% of the total share capital [1] - The top ten institutional investors collectively hold 42.95% of the shares, with a decrease of 4.30 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, six funds increased their holdings compared to the previous period, with a total increase ratio of 0.66% [2] - One public fund, CITIC Securities Selected Return A, decreased its holdings, with a reduction ratio of 0.35% [2] - Fourteen new public funds were disclosed this period, including notable names such as Debang Semiconductor Industry Mixed Initiation A and Southern CSI 1000 ETF [2]

外资态度来看，本期较上一期持股增加的外资基金共计1个，即香港中央结算有限公司，持股增加占比 达0.37%。 公募基金方面，本期较上一期持股增加的公募基金共计25个，主要包括华泰柏瑞沪深300ETF、易方达 沪深300ETF、中欧时代先锋股票A、中欧新蓝筹混合A、中欧新趋势混合(LOF)A等，持股增加占比达 0.27%。本期较上一季度持股减少的公募基金共计41个，主要包括汇添富中证主要消费ETF、永赢长远 价值混合A、易方达稳健收益债券A、天弘中证农业主题A、富国中证农业主题ETF等，持股减少占比达 0.19%。本期较上一季度新披露的公募基金共计101个，主要包括华夏沪深300ETF、中欧价值智选混合 A、国泰富时中国A股自由现金流聚焦ETF、南方绩优成长混合A、中欧新兴价值一年持有混合A等。本 期较上一季未再披露的公募基金共计38个，主要包括深红利ETF、中庚价值品质一年持有期混合、嘉实 农业产业股票A、中庚价值灵动灵活配置混合、富荣沪深300指数增强A等。 2025年8月21日，牧原股份(002714.SZ)发布2025年半年度报告。截至2025年8月20日，共有193个机构投 资者披露持有牧原股份A股股份 ...

Group 1 - Zanyu Technology (002637.SZ) released its semi-annual report for 2025 on August 21, 2025, indicating that as of August 20, 2025, a total of 9 institutional investors disclosed holdings in Zanyu Technology A-shares, with a total holding of 192 million shares, accounting for 40.77% of the total share capital [1] - The proportion of institutional holdings decreased by 1.08 percentage points compared to the previous quarter [1] - Among public funds, there was an increase in holdings from one public fund, namely Guoshou Anbao Smart Life Stock A, while one new public fund was disclosed, which is Penghua Guozheng 2000 Index Enhanced A [1] Group 2 - In the insurance sector, one insurance company, Taikang Life Insurance Co., Ltd. - Traditional - Ordinary Insurance Product - 019L-CT001 Shen, reduced its holdings, resulting in a slight decrease in the holding proportion [2] - One pension fund that was not disclosed in the previous quarter is Taikang Life Insurance Co., Ltd. - Dividend - Personal Dividend - 019L-FH002 Shen [2] Group 3 - From the foreign investment perspective, one new foreign institution disclosed its holdings in this period, which is Hong Kong Central Clearing Limited [3]