公募基金方面，本期较上一期持股增加的公募基金共计2个，包括易方达国证机器人产业ETF、景顺长 城国证机器人产业ETF，持股增加占比达1.77%。本期较上一季度新披露的公募基金共计1个，即富国国 证机器人产业ETF。本期较上一季未再披露的公募基金共计16个，主要包括东方红中证优势成长指数发 起A、诺安平衡混合A、招商中证2000指数增强A、博时专精特新主题混合A、华泰柏瑞中证2000指数增 强A等。 2025年10月29日，金奥博(002917.SZ)发布2025年第三季报。截至2025年10月28日，共有8个机构投资者 披露持有金奥博A股股份，合计持股量达7695.53万股，占金奥博总股本的22.14%。其中，机构投资者 包括四川雅化实业集团股份有限公司、雅化集团绵阳实业有限公司、深圳市奥博合利投资合伙企业(有 限合伙)、中国建设银行股份有限公司-易方达国证机器人产业交易型开放式指数证券投资基金、上海鼎 泰恒运企业管理合伙企业(有限合伙)、深圳市奥博合智投资合伙企业(有限合伙)、国信证券股份有限公 司-富国国证机器人产业交易型开放式指数证券投资基金、中信建投证券股份有限公司-景顺长城国证机 器人产业交易型开放 ...

Core Insights - The Yarlung Tsangpo River downstream hydropower project has a total investment of approximately 1.2 trillion yuan, officially commenced on July 19, 2025, with a construction period expected to exceed 10 years, involving multiple industry chain segments including engineering construction, civil explosives, building materials, equipment manufacturing, and power operation [1] Group 1: Investment Opportunities - The project is expected to benefit various sectors, particularly large-scale infrastructure, which is likely to drive economic growth [3] - Key beneficiaries in engineering construction include China Power Construction and China Energy Engineering, with related funds such as GF Zhongzheng Infrastructure Engineering Link C and Infrastructure 50 ETF [3] - In the building materials sector, significant demand for cement is anticipated, with an estimated 4,000 tons required for the project, benefiting companies like Tibet Tianlu and Huaxin Cement, along with related funds [4] Group 2: Power and Equipment Sector - In the power operation and transmission sector, companies like Datang Power, Guotou Power, and Yangtze Power are expected to see stable returns, with associated funds including Power ETF and GF Zhongzheng All-Index Power Utility Link C [5] - The electromechanical equipment and installation sector, represented by companies like Guodian NARI and Dongfang Electric, is also poised for growth, with relevant funds such as Guotai Hengsheng A-share Power Grid Equipment Link C and the largest Power Grid ETF [5] Group 3: Explosives and Construction Equipment - The civil explosives and blasting services sector, particularly companies like Gaozheng Civil Explosives, is expected to benefit from the project's initial phases [6] - For conservative investors, funds like招商丰盛稳定增长C, which holds shares in China Railway Heavy Industry and Dongfang Electric, are recommended, reflecting a shift towards a more bond-like mixed fund style [7] Group 4: Central Enterprises and Innovation - The establishment of the Yajiang Group under central enterprises may lead to the emergence of Yajiang concept stocks, with significant involvement from state-owned enterprises in the project [8] - The Central Enterprise Innovation-Driven ETF and related funds are highlighted as long-term positive investment opportunities, given their strong ties to state-owned enterprises [8] Group 5: Market Trends - The Yarlung Tsangpo project is expected to become a key market theme, amidst other emerging trends such as stablecoins and technology listings [9] - Investors are advised to remain flexible and responsive to market cycles, avoiding overcommitment to a single theme [10]