以下文章来源于公募排排网 ，作者小满 公募排排网 . 看财经、查排名、买基金，就上公募排排网，申购费低至0.001折。 本文首发于公众号"公募排排网"。（点击↑↑上图查看详情） 导语 8月20日早盘，A股军工装备、成飞概念等与军工产业环节相关板块短线拉升，中天火箭、成飞集成涨停，中无人机、北方长龙、爱乐达、七丰 精工、华伍股份等纷纷走 高。 消息面上，当日上午10点国务院新闻办公室举行新闻发布会，介绍9月3日阅兵准备工作有关情况，相关负责人介绍：这次阅兵是全面推进中国 式现代化进入新征程的首次阅兵，并表示这次参阅的武器装备都是从国产现役主战装备中遴选，首次亮相的新型装备占比很大，受阅武器装备 的信息化、智能化程度也较高。 叠加此前受国际地缘冲突持续发酵，全球多数国家增加军费预算开支的宏观背景，以及印巴冲突、巴黎航展等事件， 国产军工产品引起高度关 注，可能加速中国军工装备的出口，打开新的增长极，对国内军工企业重大利好 。市场表现方面， 今年来 A股军工题材持续上涨，截至8月18 日，年内中证军工指数已涨超20%，领先诸多行业 ！ （ 点此查看国防军工主题基金今年来收益TOP10名单 ） 今年来，军工相关的主题 ...

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]

Core Viewpoint - The performance of stock and mixed funds on May 13 shows a mixed trend, with 43.21% achieving positive returns, while a significant number of funds experienced notable declines in net value [1][2]. Fund Performance Summary - Among stock and mixed funds, 39 funds reported returns exceeding 2%, with the top performer being Changcheng Consumption Growth Mixed C, which achieved a net value growth rate of 5.40% [1][2]. - The average net value growth rate for these funds on May 13 was -0.16%, indicating a challenging market environment [1]. - The sectors that performed well included banking, beauty care, and pharmaceutical biology, with respective increases of 1.52%, 1.18%, and 0.90% [1]. Fund Types and Returns - The top-performing fund, Changcheng Consumption Growth Mixed C, is categorized as an equity fund, with 23 of the funds with over 2% growth also classified as equity funds [2]. - In terms of net value drawdown, 73 funds experienced declines exceeding 3%, with the largest drop recorded by China Europe High-end Equipment Stock Initiation A at -4.05% [2][4]. Fund Company Performance - Among the funds with net value growth rates exceeding 2%, HSBC Jintrust Fund had 8 funds listed, while Penghua Fund and Caitong Asset Management each had 6 funds [1][2]. - The funds with the highest drawdown were primarily from China Europe Fund, indicating potential challenges within their investment strategies [4][5].