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].

公募基金方面，本期较上一季度新披露的公募基金共计4个，包括海富通成长价值混合A、海富通精选 混合、华泰保兴科荣A、同泰慧择混合A。 外资态度来看，本期较上一季度新披露的外资机构有 1 家 ，即UBS AG。 2025年8月26日，天元宠物(301335.SZ)发布2025年半年度报告。截至2025年8月25日，共有12个机构投 资者披露持有天元宠物A股股份，合计持股量达2820.36万股，占天元宠物总股本的22.22%。其中，前 十大机构投资者包括杭州同旺投资有限公司、杭州乐旺股权投资管理有限公司、杭州联创永溢创业投资 合伙企业(有限合伙)、庆元新兹股权投资合伙企业(有限合伙)、UBS AG、中信银行股份有限公司-海富 通成长价值混合型证券投资基金、交通银行-海富通精选证券投资基金、MORGAN STANLEY & CO. INTERNATIONAL PLC.、BARCLAYS BANK PLC、上海韫然投资管理有限公司-韫然新兴成长十一期 私募证券投资基金，前十大机构投资者合计持股比例达22.20%。相较于上一季度，前十大机构持股比 例合计下跌了0.77个百分点。 ...