2025年8月21日，永辉超市(601933.SH)发布2025年半年度报告。截至2025年8月20日，共有37个机构投 资者披露持有永辉超市A股股份，合计持股量达38.88亿股，占永辉超市总股本的42.85%。其中，前十 大机构投资者包括广东骏才国际商贸有限公司、林芝腾讯科技有限公司、上海喜世润投资管理有限公 司-喜世润合润6号私募证券投资基金、北京京东世纪贸易有限公司、香港中央结算有限公司、上海喜世 润投资管理有限公司-喜世润合润7号私募证券投资基金、上海喜世润投资管理有限公司-喜世润经世57 号私募证券投资基金、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、嘉实新消 费股票A、大成消费主题混合A，前十大机构投资者合计持股比例达42.12%。相较于上一季度，前十大 机构持股比例合计下跌了1.18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，包括大成消费精选股票A、建信智能生活 混合、大成悦享生活混合A、大成至诚鑫选混合A、山证资管精选行业混合发起式A，持股增加占比小 幅上涨。本期较上一季度持股减少的公募基金共计13个，主要包括大成蓝筹稳健混合A、建信中小盘先 锋股票 ...

Core Viewpoint - Hengdian East Magnetic (002056.SZ) reported its semi-annual results for 2025, highlighting significant institutional ownership and changes in public fund holdings [1][2]. Group 1: Institutional Ownership - As of August 20, 2025, 29 institutional investors held a total of 963 million shares of Hengdian East Magnetic, representing 59.20% of the company's total share capital [1]. - The top ten institutional investors collectively held 58.68% of the shares, with a decrease of 1.64 percentage points compared to the previous quarter [1]. Group 2: Public Fund Holdings - Three public funds increased their holdings, including Southern CSI 500 ETF, Xinyuan Digital Economy Mixed Fund A, and Industrial Bank CSI A500 Index Enhanced A, with an increase ratio of 0.12% [2]. - Two public funds reduced their holdings, namely GF High-end Manufacturing Stock A and Photovoltaic ETF, with a decrease ratio of 1.08% [2]. - A total of 19 new public funds disclosed their holdings, including E Fund Value Growth Mixed,招商量化精选股票发起式A, and others [2]. - Additionally, 19 public funds that were previously disclosed did not report again this quarter [2]. Group 3: Social Security Fund and Foreign Investment - One new social security fund disclosed its holdings in Hengdian East Magnetic, specifically the National Social Security Fund 502 Portfolio [3]. - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings slightly compared to the previous quarter [3].

Group 1 - Salted Fish Shop (002847.SZ) released its semi-annual report for 2025, showing that as of August 20, 2025, 63 institutional investors held a total of 145 million shares, accounting for 53.00% of the total share capital [1] - The top ten institutional investors include Hunan Salted Fish Shop Holdings Co., Ltd., Hong Kong Central Clearing Limited, and several mutual funds, with the top ten collectively holding 46.72% of the shares, an increase of 0.65 percentage points from the previous quarter [1] Group 2 - In the public fund sector, three funds increased their holdings, while 13 funds reduced their holdings, with a decrease rate of 0.70% [2] - A total of 39 new public funds were disclosed this period, including several funds focused on consumer themes and value creation [2] - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.40% compared to the previous period [2]

Group 1 - Lijun Group (000513.SZ) reported its 2025 semi-annual results, with 39 institutional investors holding a total of 303 million shares, representing 33.47% of the total share capital [1] - The top ten institutional investors collectively hold 33.12% of the shares, a decrease of 1.85 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, seven funds increased their holdings, including Southern CSI 500 ETF and Huaxia National Vaccine and Biotechnology Index Fund A, while three funds reduced their holdings [2] - A total of 20 new public funds disclosed their holdings this period, with notable mentions including China Europe Medical Health Mixed Fund A and Guotai Health Stock A [2] - One social security fund increased its holdings, while one was no longer disclosed [2] - One insurance fund reduced its holdings, specifically Ruizhong Life Insurance's proprietary funds [2] Group 3 - Foreign investment sentiment showed a decrease in holdings from one foreign fund, Hong Kong Central Clearing Limited, with a reduction of 1.33% [3] - One foreign institution, the Macao Financial Management Bureau, was no longer disclosed this period [3]

2025年8月20日，华东医药(000963.SZ)发布2025年半年度报告。截至2025年8月19日，共有82个机构投 资者披露持有华东医药A股股份，合计持股量达12.16亿股，占华东医药总股本的69.31%。其中，前十 大机构投资者包括中国远大集团有限责任公司、杭州华东医药集团有限公司、香港中央结算有限公司、 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、中国证券金融股份有限公司、全国社 保基金一一二组合、中国工商银行股份有限公司-华泰柏瑞沪深300交易型开放式指数证券投资基金、中 国建设银行股份有限公司-易方达沪深300医药卫生交易型开放式指数证券投资基金、新华人寿保险股份 有限公司-分红-个人分红-018L-FH002深、中国建设银行股份有限公司-工银瑞信前沿医疗股票型证券投 资基金，前十大机构投资者合计持股比例达67.22%。相较于上一季度，前十大机构持股比例合计上涨 了0.36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12个，主要包括中欧医疗健康混合A、华泰柏瑞 沪深300ETF、广发中证全指医药卫生ETF、富国中证沪港深创新药产业ETF、工银前沿医疗股票A等， 持股 ...

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，包括泰康创新成长混合A、泰康产业升级 混合A、圆信永丰大湾区A，持股增加占比小幅上涨。本期较上一季度新披露的公募基金共计9个，主要 包括平安睿享文娱混合A、泰康优势精选三年持有期混合、圆信永丰优享生活、泰康科技创新一年定开 混合、泰康颐享混合A等。本期较上一季未再披露的公募基金共计6个，主要包括华安幸福生活混合A、 华安动力领航混合A、南华丰汇混合A、新华积极价值灵活配置混合A、景顺长城国证2000指数增强A 等。 对于社保基金，本期新披露持有路维光电的社保基金共计1个，即全国社保基金五零二组合。 2025年8月20日，路维光电(688401.SH)发布2025年半年度报告。截至2025年8月19日，共有21个机构投 资者披露持有路维光电A股股份，合计持股量达4714.28万股，占路维光电总股本的24.38%。其中，前 十大机构投资者包括深圳市路维兴投资有限公司、国投(上海)创业投资管理有限公司-国投(上海)科技成 果转化创业投资基金企业(有限合伙)、深圳市兴森快捷电路科技股份有限公司、中信金石投资有限公司- 金石制造业转型升级新材料基金(有限合伙)、新余 ...

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，即全国社保基金六零四组合，，持股减 少占比达1.67%。 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 比小幅下跌。 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20日，星源材质(300568.SZ)发布2025年半年度报告。截至2025年8月19日，共有16个机构投 资者披露持有星源材质A股股份，合计持股量达9110.83万股，占星源材质总股本的6.78%。其中，前十 大机构投资者包括香港中央结算有限公司、全国社保基金六零四组合、招商银行股份有限公司-南方中 证1000交易型开放式指数证券投资基金、华泰证券资管-张建-华泰尊享稳进63号单一资产管理计划、深 圳市速源控股集团有限公司、深圳市速源投资企业(有限合伙)、常州东方产业引导创业投资有限责任公 司、中国工商银行股份有限公司-汇添富中证新能源汽车产业指数型发起式证券投资基金(LOF)、易方达 创业板中盘200ETF、易米低碳经济股票发起A，前十大机构投资者合计持股比例达6.74%。相较于上一 季度，前十大机构持股 ...

Group 1 - Huayou Cobalt Co., Ltd. (603799.SH) released its semi-annual report for 2025, indicating that as of August 17, 2025, 162 institutional investors disclosed holdings in Huayou Cobalt A-shares, totaling 721 million shares, which accounts for 42.38% of the total share capital [1] - The top ten institutional investors include Huayou Holding Group Co., Ltd., Hong Kong Central Clearing Limited, and several major banks and funds, with the top ten collectively holding 36.43% of the shares, an increase of 4.55 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 20 funds increased their holdings compared to the previous period, with a holding increase ratio of 0.51%, including major ETFs like Huaxia CSI 300 ETF and E Fund CSI 300 ETF [2] - Conversely, 64 public funds decreased their holdings, with a decrease ratio of 0.38%, including funds such as HSBC Jintrust Low Carbon Pioneer Stock A and Southern CSI Shenwan Nonferrous Metals ETF [2] - A total of 59 new public funds were disclosed this period, including funds like E Fund New Energy New Materials Stock A and Huaxia CSI New Energy Vehicle ETF [2]

Core Insights - As of August 17, 2025, institutional investors hold a total of 522 million shares of Jingbeifang (002987.SZ), accounting for 60.14% of the company's total share capital, with a decrease of 2.01 percentage points compared to the previous quarter [1] Group 1: Institutional Holdings - Nine institutional investors have disclosed their holdings in Jingbeifang, including notable firms such as Barclays Bank PLC and various mutual funds [1] - The total institutional holding percentage has decreased from the previous quarter [1] Group 2: Public Fund Activity - Two public funds increased their holdings during this period, with a total increase of 0.16% [2] - Three new public funds disclosed their holdings, while nine public funds did not disclose their holdings in the current period [2] Group 3: Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.16% compared to the previous quarter [2] - Barclays Bank PLC is the only new foreign institution that disclosed its holdings in this period [2]

Core Viewpoint - The report indicates a slight decrease in institutional ownership of Ruibeka, with a total of 3.26 billion shares held by institutional investors, representing 28.80% of the total share capital, down by 1.15 percentage points from the previous quarter [1] Institutional Ownership - As of August 15, 2025, there are 2 institutional investors holding shares in Ruibeka, including Henan Ruibeka Holdings Co., Ltd. and BARCLAYS BANK PLC [1] - The total institutional ownership has decreased by 1.15 percentage points compared to the last quarter [1] Public Fund and Foreign Investment - There is one public fund disclosed this period, which is GF Pension Index A, unchanged from the previous quarter [1] - A new foreign institution, BARCLAYS BANK PLC, has been disclosed this period, indicating a continued interest from foreign investors [1]