外资态度来看，本期较上一期持股增加的外资基金共计1个，即香港中央结算有限公司，持股增加占比 达0.34%。 2025年10月29日，金雷股份(300443.SZ)发布2025年第三季报。截至2025年10月28日，共有26个机构投 资者披露持有金雷股份A股股份，合计持股量达2003.47万股，占金雷股份总股本的6.26%。其中，前十 大机构投资者包括香港中央结算有限公司、申银万国投资有限公司-湖北省申万瑞为股权投资合伙企业 (有限合伙)、深圳市达晨财智创业投资管理有限公司-江西赣江新区财投晨源股权投资中心(有限合伙)、 深圳市达晨财智创业投资管理有限公司-深圳市晨欣一号私募股权投资基金企业(有限合伙)、金雷科技股 份公司-2025年员工持股计划、华安基金-兴业银行-青岛城投金融控股集团有限公司、招商银行股份有限 公司-南方中证1000交易型开放式指数证券投资基金、中欧价值精选混合A、前海联合泳隆混合A、华夏 智胜价值成长股票A，前十大机构投资者合计持股比例达6.02%。相较于上一季度，前十大机构持股比 例合计下跌了0.61个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计3个，包括西部利得中证100 ...

2025年10月29日，红相股份(300427.SZ)发布2025年第三季报。截至2025年10月28日，共有3个机构投资 者披露持有红相股份A股股份，合计持股量达4095.83万股，占红相股份总股本的8.05%。其中，机构投 资者包括卧龙电气驱动集团股份有限公司、中证乾元资本管理有限公司-中证乾元康祺一号私募证券投 资基金、上海凯双私募基金管理有限公司-凯双天山3号私募证券投资基金，机构投资者合计持股比例达 8.05%。相较于上一季度，机构持股比例合计上涨了0.44个百分点。 公募基金方面，本期较上一季未再披露的公募基金共计2个，包括博时稳合一年持有期混合A、华宝量 化选股混合发起式A。 ...

Core Insights - Haigang Co., Ltd. experienced a stock price increase of 5.63%, reaching 27.03 CNY per share, with a total market capitalization of 2.821 billion CNY [1] Company Overview - Zhangjiagang Haigang New Energy Equipment Co., Ltd. was established on June 8, 2001, and went public on September 24, 2021. The company specializes in the research, production, and sales of large and medium-sized specialized forged parts, which are widely used in oil and gas extraction, wind power generation, mechanical equipment, shipping, and nuclear power [1] - The revenue composition of the company's main business includes: 41.85% from wind power equipment forgings, 34.37% from oil and gas equipment forgings, 18.51% from other sectors, and 5.27% from mechanical equipment forgings [1] Fund Holdings - Huabao Fund has a significant holding in Haigang Co., with its Huabao Quantitative Stock Selection Mixed Fund A (017715) holding 15,800 shares, accounting for 1.48% of the fund's net value, making it the second-largest holding [2] - The fund has achieved a year-to-date return of 25.61%, ranking 3125 out of 8162 in its category, and a one-year return of 28.8%, ranking 2459 out of 8024 [2] Fund Manager Performance - The fund manager Xu Linming has a tenure of 16 years and 27 days, with a total fund asset size of 1.618 billion CNY and a best return of 97.81% during his tenure [3] - Co-manager Yu Yinyou has a tenure of 3 years and 110 days, managing assets of 491 million CNY, with a best return of 32.11% during his tenure [3]