Company Overview - Microchip Biotech Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on March 21, 2001. The company went public on August 12, 2019. Its main business involves providing affordable and urgently needed innovative molecular entity drugs for patients [1]. Financial Performance - As of the latest report, Microchip Biotech's stock price increased by 5%, reaching 36.74 CNY per share, with a trading volume of 458 million CNY and a turnover rate of 3.12%. The total market capitalization stands at 14.982 billion CNY [1]. - The revenue composition of the company is as follows: 75.92% from Sidabone, 21.30% from Siglitazone, 2.04% from other supplementary products, 0.37% from other sources, and 0.36% from technology licensing [1]. Fund Holdings - According to data from the top ten heavy stocks of funds, Huatai Baoxing Fund has a significant holding in Microchip Biotech. The Huatai Baoxing Kelong A (009124) fund held 53,000 shares in the second quarter, accounting for 2.49% of the fund's net value, making it the third-largest heavy stock. The estimated floating profit today is approximately 92,800 CNY [2]. - The Huatai Baoxing Kelong A fund was established on May 11, 2020, with a current scale of 20.8067 million CNY. Year-to-date returns are 7.5%, ranking 5711 out of 8178 in its category. Over the past year, the return is 12.91%, ranking 6293 out of 7978, and since inception, the return is 33.71% [2]. Fund Management - The fund managers of Huatai Baoxing Kelong A are Zhou Yongmei and Chen Qiwei. As of the latest report, Zhou Yongmei has a cumulative tenure of 7 years and 214 days, managing assets totaling 8.897 billion CNY, with the best fund return during her tenure being 43% and the worst being -1.86% [3]. - Chen Qiwei has a cumulative tenure of 2 years and 80 days, managing assets totaling 24.594 billion CNY, with the best fund return during his tenure being 19% and the worst also being -1.86% [3].

Core Insights - Tianyuan Pet (301335.SZ) released its semi-annual report for 2025, indicating that as of August 25, 2025, 12 institutional investors held a total of 28.2036 million A-shares, representing 22.22% of the company's total share capital [1] Institutional Holdings - The top ten institutional investors collectively held 22.20% of the shares, with a decrease of 0.77 percentage points compared to the previous quarter [1] - The top ten institutional investors include notable firms such as Hangzhou Tongwang Investment Co., Ltd., UBS AG, and Morgan Stanley & Co. International PLC [1] Public Fund Activity - Four new public funds disclosed their holdings this quarter, including Hai Fu Tong Growth Value Mixed A and Huatai Baoxing Ke Rong A [1] Foreign Investment - One new foreign institution, UBS AG, disclosed its holdings this quarter, indicating continued interest from foreign investors [1]