Core Insights - Leike Defense (002413.SZ) released its semi-annual report for 2025 on August 16, 2025, indicating a total of 63.302 million shares held by five institutional investors, accounting for 4.81% of the total share capital [1] - The institutional holding ratio decreased by 2.39 percentage points compared to the previous quarter [1] - One public fund, Changxin National Defense Military Industry Quantitative Mixed A, was disclosed this period, while the foreign investment entity Hong Kong Central Clearing Limited was not disclosed in the previous quarter [1] Institutional Holdings - Five institutional investors disclosed their holdings in Leike Defense, with a total of 63.302 million shares [1] - The total institutional holding ratio is 4.81% of the company's total share capital [1] - The institutional holding ratio saw a decline of 2.39 percentage points from the last quarter [1] Public Fund and Foreign Investment - One public fund, Changxin National Defense Military Industry Quantitative Mixed A, was reported this period [1] - The foreign investment entity, Hong Kong Central Clearing Limited, was not disclosed in the previous quarter [1]

Group 1 - Jineng Technology (603113.SH) released its semi-annual report for 2025, reporting that as of August 15, 2025, a total of 7 institutional investors held 120 million shares, accounting for 14.14% of the total share capital [1] - The institutional holding ratio decreased by 1.39 percentage points compared to the previous quarter [1] - Two new public funds were disclosed this period, including Huaxia Stable Fortune Mixed A and Baoying Xiangyu Enhanced Return Mixed A, while four public funds were no longer disclosed [1] Group 2 - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.32% compared to the previous period [2]

Group 1 - Han Yi Co., Ltd. (301270.SZ) released its semi-annual report for 2025 on August 16, 2025, showing that as of August 15, 2025, 19 institutional investors disclosed holdings in Han Yi's A-shares, totaling 33.82% of the company's total share capital, amounting to 33.8212 million shares [1] - The top ten institutional investors include Tai Zhou Han Yi Tian Xia Investment Center (Limited Partnership), Shanghai A Xing Investment Management Co., Ltd. - A Xing Yu Heng No. 2 Private Securities Investment Fund, and others, with a combined holding ratio of 30.40%, which is a decrease of 1.41 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one public fund, Huaxia Stable Growth Mixed Fund, reduced its holdings by 0.12% compared to the previous quarter [2] - Seven new public funds were disclosed this period, including Huaxia Vision Growth One-Year Holding Mixed A, Penghua Innovation Power Mixed (LOF), and others [2] - In terms of foreign investment, one new foreign institution was disclosed this period, J.P. Morgan Securities PLC - proprietary funds, while no foreign institutions were removed from disclosure [2]

Core Viewpoint - Xincheng Standard (300938.SZ) reported a decline in institutional investor holdings in its semi-annual report for 2025, indicating a potential shift in investor sentiment [1] Institutional Holdings - As of August 15, 2025, four institutional investors disclosed holdings in Xincheng Standard A-shares, totaling 8.9662 million shares, which represents 3.92% of the total share capital [1] - The institutional investor group includes Qingdao Xince Xinxin Investment Co., Ltd., China Merchants Bank Co., Ltd. - Penghua Carbon Neutral Theme Mixed Securities Investment Fund, Shenzhen Saisuo Fund Management Co., Ltd. - Saisuo Qihang No. 3 Private Securities Investment Fund, and Nuoan Advantage Industry Mixed A [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 3.57 percentage points [1] Public Fund Disclosures - In the current period, two new public funds were disclosed compared to the previous quarter, including Penghua Carbon Neutral Theme Mixed A and Nuoan Advantage Industry Mixed A [1] - Five public funds were not disclosed in the current period that were present in the previous quarter, including Fortune New Emerging Industry Stock A/B, Wanjiayuan Startup Board 2-Year Periodic Open Mixed A, Huashang Advantage Industry Mixed, Fortune Tianrui Strong Mixed A, and Nuoan Hongxin Mixed A [1]

Summary of Key Points Core Viewpoint - SiYuan Electric (002028.SZ) reported its 2025 semi-annual results, highlighting significant institutional investor activity and changes in shareholding patterns [1]. Institutional Holdings - As of August 15, 2025, 86 institutional investors disclosed holdings in SiYuan Electric A-shares, totaling 235 million shares, which represents 30.25% of the company's total share capital [1]. - The top ten institutional investors collectively hold 26.73% of the shares, with a decrease of 0.57 percentage points compared to the previous quarter [1]. Public Fund Activity - In the current period, 18 public funds increased their holdings, with a total increase rate of 0.36%, including notable funds like Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF [2]. - Conversely, 22 public funds reduced their holdings, with a decrease rate of 0.91%, including funds such as E Fund Competitive Advantage Mixed A and Zhuque Hengxin One-Year Holding [2]. - There were 22 newly disclosed public funds and 48 that were not disclosed in the current period, indicating a dynamic shift in public fund participation [2]. Social Security Fund and Foreign Investment - One social security fund, the National Social Security Fund 114 Combination, was not disclosed in the current period [2]. - Two foreign funds, including Hong Kong Central Clearing Limited and Morgan Stanley & Co. International PLC, reduced their holdings, with a decrease rate of 0.25% [2].

Group 1 - The core viewpoint of the news is that Yongjin Co., Ltd. (603995.SH) reported a decrease in institutional investor holdings in its A-shares, with a total of 32.35 million shares held by 11 institutions, accounting for 8.85% of the total share capital as of August 14, 2025 [1] - The top ten institutional investors collectively hold 8.84% of the shares, with a notable decline of 8.07 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four funds increased their holdings, while three funds decreased their holdings, with a total decrease of 1.73% compared to the previous quarter [2] - One new public fund was disclosed during this period, while 13 funds were no longer disclosed, indicating a shift in investor interest [2] - Foreign investment sentiment showed a slight increase in holdings from one foreign fund, Hong Kong Central Clearing Limited [2]

2025年8月15日，百隆东方(601339.SH)发布2025年半年度报告。截至2025年8月14日，共有5个机构投资 者披露持有百隆东方A股股份，合计持股量达7.02亿股，占百隆东方总股本的46.82%。其中，机构投资 者包括新国投资发展有限公司、三牛有限公司、招商银行股份有限公司-上证红利交易型开放式指数证 券投资基金、宁波九牛投资咨询有限公司、香港中央结算有限公司，机构投资者合计持股比例达 46.82%。相较于上一季度，机构持股比例合计下跌了4.22个百分点。 公募基金方面本期较上一季度持股减少的公募基金共计1个，即华泰柏瑞上证红利ETF，持股减少占比 达0.48%。本期较上一季未再披露的公募基金共计2个，包括兴全商业模式混合(LOF)A、兴全新视野定 期开放混合型发起式。 ...

2025年8月15日，太辰光(300570.SZ)发布2025年半年度报告。截至2025年8月14日，共有81个机构投资 者披露持有太辰光A股股份，合计持股量达5688.63万股，占太辰光总股本的25.05%。其中，前十大机 构投资者包括华暘进出口(深圳)有限公司、香港中央结算有限公司、深圳市神州通投资集团有限公司、 中国工商银行股份有限公司-财通价值动量混合型证券投资基金、深圳太辰光通信股份有限公司-2024年 员工持股计划、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、宏利转型机遇 股票A、财通成长优选混合A、华商润丰混合A、博时新兴成长混合，前十大机构投资者合计持股比例 达19.34%。相较于上一季度，前十大机构持股比例合计下跌了1.90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9个，主要包括诺德新生活A、博时新兴成长混 合、易方达瑞享混合I、易方达远见成长混合A、博时特许价值混合A等，持股增加占比达0.18%。本期 较上一季度持股减少的公募基金共计15个，主要包括景顺长城科技创新混合A、景顺长城优质成长股票 A、宏利转型机遇股票A、海富通中小盘混合、宏利成长混合 ...

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