Core Insights - Kairda (688255.SH) reported its Q3 2025 results, revealing that 14 institutional investors hold a total of 56.5493 million A-shares, accounting for 51.47% of the total share capital [1] - The top ten institutional investors collectively hold 51.43% of the shares, with a decrease of 2.89 percentage points compared to the previous quarter [1] Institutional Holdings - The top institutional investors include Kairda Group Ltd, Yaskawa Electric (China) Co., Ltd, and several investment funds, indicating a strong institutional interest in Kairda [1] - The number of institutional investors holding Kairda shares has remained stable, but the concentration among the top ten has slightly decreased [1] Public Fund Activity - Two public funds increased their holdings in Kairda, namely the Huaxia CSI Robot ETF and Tianhong CSI Robot ETF, with an increase in holding proportion of 0.42% [2] - A total of 59 public funds did not disclose their holdings this period, including notable funds like Huaxia Digital Economy Leader Mixed Fund and several other CSI Robot ETFs [2]

Group 1 - The core point of the news is that Gaolun Electronics has seen a 5% increase in stock price, reaching 41.97 CNY per share, with a trading volume of 279 million CNY and a turnover rate of 1.57%, resulting in a total market capitalization of 18.264 billion CNY [1] - Gaolun Electronics, established on March 18, 2010, and listed on December 28, 2021, is located in the China (Shanghai) Pilot Free Trade Zone and specializes in providing EDA products and solutions widely validated by leading global integrated circuit design and manufacturing companies [1] - The revenue composition of Gaolun Electronics includes 67.95% from EDA tool licensing, 21.23% from technical development solutions, 10.63% from semiconductor device characteristic testing systems, and 0.18% from other supplementary services [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Huaxia Fund holds a significant position in Gaolun Electronics, specifically the Huaxia Digital Economy Leader Mixed Initiation A (016237), which held 882,300 shares in the second quarter, accounting for 2.99% of the fund's net value, ranking as the seventh largest heavy stock [2] - The Huaxia Digital Economy Leader Mixed Initiation A (016237) fund was established on August 5, 2022, with a current scale of 458 million CNY, achieving a year-to-date return of 45.8%, ranking 1039 out of 8154 in its category, and a one-year return of 50.39%, ranking 667 out of 8025 [2] - The fund manager of Huaxia Digital Economy Leader Mixed Initiation A is Zhang Jingsong, who has been in the position for 3 years and 272 days, with the fund's total asset scale at 1.863 billion CNY, achieving the best return of 37.59% and the worst return of -24.95% during his tenure [3]

Group 1 - The core viewpoint of the article highlights the recent decline in the performance of the Huaxia Digital Economy Leading Mixed Fund A, which has seen a drop of 2.30% on May 15, with a cumulative decline of 3.22% over three trading days [1] - The fund was established in August 2022 with a total size of 342 million yuan and has achieved a cumulative return of 3.43% since inception [1] - As of the end of 2024, institutional investors hold 89.21% of the fund's total shares, while individual investors hold 10.79% [1] Group 2 - As of March 31, 2025, the top ten holdings of the Huaxia Digital Economy Leading Mixed Fund A account for a total of 31.65%, with significant positions in companies such as Huakong Technology (4.61%) and Aojie Technology-U (4.30%) [2]

Group 1 - Tiancheng Technology (688603.SH) released its 2024 annual report on April 10, 2025, indicating that as of April 9, 2025, 66 institutional investors disclosed holding A-shares, totaling 34.1296 million shares, which accounts for 58.71% of the total share capital [1] - The top ten institutional investors include Tiancheng Chemical Co., Ltd., Shanghai Daotian Electronic Technology Co., Ltd., and several others, with the top ten collectively holding 56.44% of the shares [1] - Compared to the previous quarter, the combined holding percentage of the top ten institutions decreased by 1.72 percentage points [1] Group 2 - In the public fund sector, 52 new public funds were disclosed this period, including products like Bosera Science and Technology Innovation Board Three-Year Open Mixed Fund and others [2] - One public fund, the Huaxia Digital Economy Leader Mixed Initiation A, was not disclosed in this period compared to the previous quarter [2]