Core Viewpoint - Huatu Shanding (300492.SZ) reported an increase in institutional ownership, with a total of 9 institutional investors holding 114 million shares, representing 58.20% of the total share capital as of October 29, 2025 [1] Group 1: Institutional Ownership - The total institutional ownership increased by 1.38 percentage points compared to the previous quarter [1] - Major institutional investors include Tianjin Huatu Hongyang Enterprise Management Co., Hong Kong Central Clearing Limited, and several mutual funds [1] Group 2: Public Fund Activity - Three public funds increased their holdings, including Huaxia Industry Prosperity Mixed Fund, Changxin Quantitative Small and Medium Cap Stock A, and Huaxia CSI Selected 1000 Growth Innovation Strategy ETF, with an increase in holdings accounting for 0.80% [2] - Three new public funds disclosed their holdings this quarter, including Huaxia Zhaoxin Hongrui Mixed A, Changxin CSI 500 Index A, and GF Optional Consumption Link A [2] - A total of 122 public funds did not disclose their holdings this quarter, including several major ETFs [2] Group 3: Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.99% compared to the previous period [2]

Group 1 - The core point of the news is that Tai Chen Guang's stock price dropped by 5% to 108.28 CNY per share, with a trading volume of 1.207 billion CNY and a turnover rate of 5.68%, resulting in a total market capitalization of 24.593 billion CNY [1] - Tai Chen Guang Communication Co., Ltd. is based in Shenzhen, Guangdong, and was established on December 12, 2000, with its listing date on December 6, 2016. The company specializes in the research, production, and sales of optical devices [1] - The main revenue composition of the company includes optical device products at 98.02%, other products at 1.81%, and optical sensing products at 0.17% [1] Group 2 - From the perspective of major fund holdings, one fund under Huaxia Fund has a significant position in Tai Chen Guang. The Huaxia CSI Intelligent Selection 1000 Growth Innovation Strategy ETF (562520) held 4,800 shares in the second quarter, accounting for 1.06% of the fund's net value, ranking as the seventh-largest holding [2] - The Huaxia CSI Intelligent Selection 1000 Growth Innovation Strategy ETF (562520) was established on March 8, 2022, with a latest scale of 43.6988 million CNY. Year-to-date, it has achieved a return of 32.73%, ranking 1618 out of 4220 in its category; over the past year, it has returned 71.85%, ranking 1113 out of 3824; and since inception, it has returned 31.96% [2] - The fund manager of the Huaxia CSI Intelligent Selection 1000 Growth Innovation Strategy ETF is Zhang Jinzhi, who has been in the position for 116 days. The total asset size of the fund is 2.367 billion CNY, with the best return during his tenure being 58.04% and the worst being -3.12% [3]