公募基金方面，本期较上一期持股增加的公募基金共计1个，即长信金利趋势混合A，持股增加占比达 0.21%。本期较上一季未再披露的公募基金共计254个，主要包括广发科技创新混合A、长信国防军工量 化混合A、中欧产业前瞻混合A、富国军工主题混合A、易方达国防军工混合A等。 2025年10月24日，智明达(688636.SH)发布2025年第三季报。截至2025年10月23日，共有5个机构投资者 披露持有智明达A股股份，合计持股量达1768.21万股，占智明达总股本的10.55%。其中，机构投资者 包括共青城智为投资合伙企业(有限合伙)、中国银行股份有限公司-广发中小盘精选混合型证券投资基 金、平安基金-中国平安人寿保险股份有限公司-分红-个险分红-平安人寿-平安基金权益委托投资2号单 一资产管理计划、中国工商银行股份有限公司-广发科技动力股票型证券投资基金、上海浦东发展银行 股份有限公司-长信金利趋势混合型证券投资基金，机构投资者合计持股比例达10.55%。相较于上一季 度，机构持股比例合计下跌了7.30个百分点。 ...

10月23日，晶品特装跌5.06%，截至发稿，报81.30元/股，成交3377.07万元，换手率1.16%，总市值 61.51亿元。 资料显示，北京晶品特装科技股份有限公司位于北京市昌平区创新路15号，成立日期2009年7月9日，上 市日期2022年12月8日，公司主营业务涉及光电侦察设备和军用机器人的研发、生产和销售。主营业务 收入构成为：特种机器人39.03%，智能制造23.71%，模拟仿真18.99%，智能感知设备16.16%，技术服 务2.10%，其他(补充)0.02%。 从晶品特装十大流通股东角度 中欧产业前瞻混合A（012390）基金经理为李帅。 截至发稿，李帅累计任职时间10年92天，现任基金资产总规模46.18亿元，任职期间最佳基金回报 101.5%， 任职期间最差基金回报-29.42%。 从基金十大重仓股角度 数据显示，中欧基金旗下1只基金重仓晶品特装。中欧高端装备股票发起A（016847）二季度增持37.01 万股，持有股数50.01万股，占基金净值比例为5.22%，位居第六大重仓股。根据测算，今日浮亏损失约 216.52万元。 中欧高端装备股票发起A（016847）成立日期2022年11 ...

Core Viewpoint - Jingpin Special Equipment Co., Ltd. has seen a stock price increase of 5.08% to 94.28 CNY per share, with a market capitalization of 7.133 billion CNY, indicating strong market interest in the company [1] Company Overview - Jingpin Special Equipment, established on July 9, 2009, and listed on December 8, 2022, is located in Changping District, Beijing. The company specializes in the research, production, and sales of optoelectronic reconnaissance equipment and military robots [1] - The revenue composition of the company includes: special robots (39.03%), intelligent manufacturing (23.71%), simulation and emulation (18.99%), intelligent sensing equipment (16.16%), technical services (2.10%), and others (0.02%) [1] Shareholder Information - Among the top ten circulating shareholders, a fund under China Europe Fund, specifically the China Europe Industry Outlook Mixed A (012390), has entered the list, holding 880,000 shares, which is 2.49% of the circulating shares. The estimated floating profit today is approximately 4.0128 million CNY [2] - The China Europe Industry Outlook Mixed A fund was established on June 16, 2021, with a current scale of 1.466 billion CNY. Year-to-date returns are 14.6%, ranking 4977 out of 8161 in its category, while the one-year return is 20.06%, ranking 3851 out of 8015 [2] Fund Performance - The fund manager of China Europe Industry Outlook Mixed A is Li Shuai, who has been in the position for 10 years and 84 days. The total asset scale of the fund is 4.479 billion CNY, with the best fund return during his tenure being 101.5% and the worst being -26.19% [3][5] Top Holdings - Another fund under China Europe Fund, the China Europe High-end Equipment Stock Initiation A (016847), has increased its holdings in Jingpin Special Equipment by 370,100 shares, totaling 500,100 shares, which constitutes 5.22% of the fund's net value. The estimated floating profit today is around 2.2803 million CNY [4] - The China Europe High-end Equipment Stock Initiation A fund was established on November 14, 2022, with a current scale of 170 million CNY. Year-to-date returns are 29.54%, ranking 1525 out of 4220, while the one-year return is 27.02%, ranking 1772 out of 3857 [4]

Group 1 - The core viewpoint of the news is that Zhimin Da (688636.SH) has reported significant institutional investment, with 32 institutional investors holding a total of 29.29 million shares, representing 17.46% of the total share capital as of July 24, 2025 [1] - The top ten institutional investors collectively hold 16.29% of the shares, which is an increase of 1.29 percentage points compared to the previous quarter [1] - The report highlights the presence of various public funds, with three funds increasing their holdings and one fund decreasing its holdings, indicating a mixed sentiment among public investors [2] Group 2 - Among public funds, three funds increased their holdings, accounting for 1.92% of the total, while one fund saw a slight decrease [2] - A total of 26 new public funds were disclosed this period, including notable funds such as Changxin National Defense Military Industry Quantitative Mixed A and others [2] - One social security fund was not disclosed in this period, indicating a potential shift in investment strategy or focus [3]