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，主要包括华泰柏瑞积极优选股票A、长盛 同智优势混合(LOF)、安信灵活配置混合A、广发东财大数据混合A、华泰柏瑞成长智选混合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9个，主要包括安信远见成长混合A、安信 远见稳进一年持有混合A、国联消费精选混合A、国联竞争优势、国联新经济混合A等，持股减少占比 达0.14%。本期较上一季度新披露的公募基金共计11个，主要包括广发资管平衡精选一年持有混合A、 长信先进装备三个月持有混合A、万家互联互通中国优势量化策略混合A、兴合先进制造混合发起式 A、上银中证500指数增强型A等。本期较上一季未再披露的公募基金共计441个，主要包括南方中证 500ETF、国联策略优选混合A、兴全社会责任混合、广发多因子混合、华夏中证500指数增强A等。 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0.40%。 2025年10月31日，科达制造(600499.SH)发布2025年第三季报。截至2025年10月30日，共有40个机构投 资者披露持有科达制造A股股份 ...

Core Insights - Heshun Petroleum (603353.SH) reported its Q3 2025 results on October 31, 2025, highlighting significant institutional investment in the company [1] Institutional Holdings - As of October 30, 2025, four institutional investors disclosed holdings in Heshun Petroleum A-shares, totaling 75.8084 million shares, which represents 44.10% of the company's total equity [1] - The institutional investors include Hunan Heshun Investment Development Co., Shenzhen Dahua Xinan Private Securities Fund Management Co., Morgan Stanley & Co. International PLC, and another fund managed by Shenzhen Dahua Xinan [1] - Compared to the previous quarter, the total institutional holding percentage increased by 0.36 percentage points [1] Public Fund Disclosures - In this reporting period, nine public funds were disclosed, including CITIC Prudential Multi-Strategy Mixed (LOF) A, CITIC Prudential Economic Selection Mixed A, CITIC Prudential Anxin Return Bond A, Huatai-PineBridge CSI Oil and Gas Resources ETF, and Everbright Prudential Quantitative Stock A [1] Foreign Investment - One new foreign institutional investor disclosed in this period is Morgan Stanley & Co. International PLC [1]

Group 1 - The core viewpoint of the news is that Zhuoyue New Energy (688196.SH) has seen a significant increase in institutional investor holdings, with 12 institutions holding a total of 95.5945 million shares, representing 79.66% of the total share capital as of October 30, 2025 [1] - The top ten institutional investors collectively hold 79.49% of the shares, with an increase of 1.24 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four funds increased their holdings, accounting for a 0.68% increase, while three funds decreased their holdings, resulting in a 0.23% decrease [2] - One new public fund was disclosed during this period, while 124 funds were not disclosed compared to the previous quarter [2]

Core Viewpoint - Tianlong Co., Ltd. (603266.SH) reported its Q3 2025 results, highlighting a significant institutional ownership increase in its A-shares [1] Institutional Ownership - As of October 30, 2025, five institutional investors disclosed holdings in Tianlong Co., Ltd., totaling 111 million shares, which represents 55.89% of the company's total share capital [1] - The institutional ownership increased by 1.15 percentage points compared to the previous quarter [1] Public Fund Holdings - One new public fund was disclosed in this period, namely the Debon High-end Equipment Mixed Initiated A Fund [1] - Eight public funds were not disclosed in this period compared to the previous quarter, including notable funds such as the Shanghai Stock Exchange Composite Index ETF and several China Securities Index-enhanced funds [1]

Group 1 - Hongyuan Electronics (603267.SH) reported its Q3 2025 results, with 50 institutional investors holding a total of 15.8808 million A-shares, representing 6.87% of the total share capital [1] - The top ten institutional investors collectively hold 6.20% of the shares, with a slight increase of 0.02 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 17 funds increased their holdings, accounting for 2.13% of the total, with notable funds including Changxin National Defense Military Industry Quantitative Mixed A and Guangfa Advantage Growth Stock A [2] - Conversely, 9 funds reduced their holdings, representing a decrease of 0.10%, with significant funds including Rongtong Tongqian Research Selected Flexible Allocation Mixed A and Morgan Stanley Wan Zhong Innovation Mixed A [2] - A total of 21 new public funds disclosed their holdings this period, while 312 funds did not disclose their holdings compared to the previous quarter [2]

Core Insights - Sany Heavy Energy (688349.SH) reported its Q3 2025 results, revealing that 16 institutional investors hold a total of 68.41 million shares, accounting for 5.58% of the company's total equity [1] - The top ten institutional investors collectively hold 5.51% of the shares, with a slight decrease of 0.15 percentage points compared to the previous quarter [1] Institutional Holdings - The number of public funds that reduced their holdings this quarter includes five funds, with a total reduction of 0.66% [2] - New public funds disclosed this quarter total five, while 223 public funds did not disclose their holdings compared to the previous quarter [2] - Among social security funds, one fund increased its holdings, while another fund decreased its holdings, with changes of 0.68% and 0.15% respectively [2]

Core Insights - WeiDe Information (688171.SH) reported its Q3 2025 results on October 31, 2025, highlighting a total of 2 institutional investors holding shares, amounting to 4.79% of the total share capital [1] - The institutional holding decreased by 0.99 percentage points compared to the previous quarter [1] - A total of 31 public funds were disclosed this period, including notable funds such as Huashang Intelligent Life Flexible Allocation Mixed A and Penghua New Energy Selected Mixed A [1] Institutional Holdings - As of October 30, 2025, institutional investors collectively held 401.18 million shares of WeiDe Information [1] - The two institutional investors identified are Guangzhou Weiteng Investment Partnership (Limited Partnership) and Beijing Houyi Capital Management Co., Ltd. [1] - The decline in institutional holding percentage indicates a potential shift in investor sentiment or strategy [1] Public Fund Disclosure - The report noted that 31 public funds were not disclosed in the previous quarter, indicating a change in the investment landscape [1] - The mentioned public funds include Huashang New Emerging Vitality Mixed and Nuoan Multi-Strategy Mixed, suggesting a diverse range of investment strategies [1] - The presence of these funds may reflect growing interest in WeiDe Information from various investment vehicles [1]

Core Viewpoint - Yangzhou Jinqian (603307.SH) reported its Q3 2025 results, indicating a slight decline in institutional ownership compared to the previous quarter [1] Institutional Investors - As of October 30, 2025, four institutional investors disclosed holdings in Yangzhou Jinqian A-shares, totaling 1.0542 million shares, which represents 1.55% of the company's total equity [1] - The institutional ownership decreased by 0.13 percentage points compared to the previous quarter [1] Public Funds - In this reporting period, 13 public funds were not disclosed compared to the previous quarter, including notable funds such as China Merchants CSI Consumer Leader Index Enhanced A and Huabao Sustainable Development Mixed A [1] Foreign Investment - One new foreign institutional investor disclosed holdings this quarter, specifically China Merchants Securities Asset Management (Hong Kong) Co., Ltd. - Client Funds [1]

Core Insights - Brother Technology (002562.SZ) reported its Q3 2025 results on October 31, 2025, highlighting a total institutional shareholding of 26.49 million shares, representing 2.49% of the company's total equity, with a 0.38 percentage point increase from the previous quarter [1] Institutional Investors - Six institutional investors disclosed their holdings in Brother Technology, including notable firms such as UBS AG and Goldman Sachs, contributing to a total institutional holding increase [1] - The proportion of holdings by public funds increased by 0.52%, with two public funds, namely Guotai CSI Livestock Breeding ETF and CMB CSI Livestock Breeding ETF, increasing their stakes [1] Foreign Investment - One foreign fund, UBS AG, increased its holdings slightly compared to the previous period, while Goldman Sachs was newly disclosed as a foreign institution [2] - J.P. Morgan Securities PLC's proprietary funds were not disclosed in the current quarter, indicating a potential shift in foreign investment dynamics [2]

Core Viewpoint - Jianerkang (603205.SH) reported a slight decrease in institutional investor holdings in its third-quarter report for 2025, indicating a potential shift in investor sentiment within the medical device sector [1] Group 1: Institutional Holdings - As of October 30, 2025, four institutional investors disclosed holdings in Jianerkang A-shares, totaling 13.1551 million shares, which represents 8.43% of the total share capital [1] - The combined institutional holding ratio decreased by 0.12 percentage points compared to the previous quarter [1] Group 2: Public Fund Holdings - One public fund, the Medical Device ETF, increased its holdings during this period, with an increase ratio of 0.12% [1] - A total of 138 public funds did not disclose their holdings this quarter, including several notable funds such as the China Securities Medical Device ETF and the China Securities Healthcare Equipment and Services ETF [1]