外资态度来看，本期较上一季度持股减少的外资基金共计1个，即香港中央结算有限公司，持股减少占 比达0.14%。 2025年10月28日，楚天科技(300358.SZ)发布2025年第三季报。截至2025年10月27日，共有4个机构投资 者披露持有楚天科技A股股份，合计持股量达2.36亿股，占楚天科技总股本的39.96%。其中，机构投资 者包括长沙楚天投资集团有限公司、香港中央结算有限公司、招商银行股份有限公司-安信医药健康主 题股票型发起式证券投资基金、招商华证价值优选50指数发起式A，机构投资者合计持股比例达 39.96%。相较于上一季度，机构持股比例合计下跌了1.07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1个，即招商华证价值优选50指数发起式A，持 股增加占比小幅上涨。本期较上一季度新披露的公募基金共计1个，即安信医药健康股票A。本期较上 一季未再披露的公募基金共计64个，主要包括国寿安保智慧生活股票A、广发量化多因子混合A、国寿 安保目标策略混合发起A、恒生前海恒源天利债A、国泰海通量化选股混合发起A等。 ...

养老金视角，本期较上一期持股增加的养老金基金共计1个，即基本养老保险基金一二零五组合，持股 增加占比达0.3%。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 公募基金方面本期较上一季度持股减少的公募基金共计4个，包括易方达改革红利混合、易方达品质动 能三年持有混合A、南方中证1000ETF、招商资管核心优势混合D，持股减少占比达0.21%。本期较上一 季度新披露的公募基金共计7个，主要包括中信保诚周期轮动混合(LOF)A、中信保诚增强收益债券 (LOF)A、南华丰淳混合A、中信保诚先进制造混合A、万家洞见进取混合发起式A等。本期较上一季未 再披露的公募基金共计238个，主要包括易方达科翔混合、易方达新经济混合、国寿安保智慧生活股票 A、华夏中证1000ETF、易方达均衡成长股票等。 2025年10月28日，东睦股份(600114.SH)发布2025年第三季报。截至2025年10月27日，共有16个机构投 资者披露持有东睦股份A股股份，合计持股量达2.00亿股，占东睦股份总股本的31.63%。其中，前十大 机构投资者包括睦特殊金属工业株式会社、宁波金广投资股份有限公司、香港中央结算有 ...

Core Insights - Fuliwang Precision Electromechanical (China) Co., Ltd. experienced a stock price increase of 5.32%, reaching 29.92 CNY per share, with a total market capitalization of 7.785 billion CNY as of October 21 [1] Company Overview - Fuliwang was established on May 18, 2006, and went public on December 23, 2020. The company is located in Kunshan, Jiangsu Province, and specializes in the research, design, production, and sales of various springs, connectors, automotive sunroof components, and other hardware accessories [1] - The revenue composition of Fuliwang includes: 54.94% from 3C precision components, 17.12% from power tool components, 14.66% from automotive precision components, 7.89% from diamond wire and brass wire, 4.55% from other supplementary items, and 0.84% from general precision components [1] Shareholder Insights - The top circulating shareholder of Fuliwang is the Guoshou Anbao Fund, which increased its holdings in the Guoshou Anbao Smart Life Stock A fund by 150,000 shares in Q2, now holding 3.1869 million shares, representing 1.23% of circulating shares. The estimated floating profit today is approximately 4.8122 million CNY [2] - Guoshou Anbao Smart Life Stock A fund was established on September 1, 2015, with a current scale of 1.828 billion CNY. Year-to-date returns are 34.36%, ranking 1155 out of 4218 in its category, while the one-year return is 49.08%, ranking 376 out of 3868 [2] Fund Performance - The Guoshou Anbao Target Strategy Mixed Fund A reduced its holdings in Fuliwang by 137,300 shares in Q2, now holding 310,000 shares, which accounts for 4.03% of the fund's net value. The estimated floating profit today is around 468,200 CNY [4] - This fund was established on October 24, 2017, with a current scale of 10.4 million CNY. Year-to-date returns are 35.71%, ranking 1792 out of 8162, while the one-year return is 46.51%, ranking 845 out of 8024 [4]

国寿安保智慧生活股票A（001672）基金经理为张琦。 9月22日，楚天科技涨5.31%，截至发稿，报9.13元/股，成交1.52亿元，换手率2.96%，总市值53.89亿 元。 资料显示，楚天科技股份有限公司位于湖南省长沙市宁乡市玉潭镇新康路1号，成立日期2002年11月8 日，上市日期2014年1月21日，公司主营业务涉及医药装备及其整体技术解决方案。主营业务收入构成 为：检测包装解决方案及单机24.88%，配件及售后服务16.44%，生物工程解决方案及单机14.84%，无 菌制剂解决方案及单机14.61%，制药用水装备及工程系统集成13.81%，固体制剂解决方案及单机 10.85%，EPC工程设计服务3.57%，其他产品0.73%，其他(补充)0.28%。 从楚天科技十大流通股东角度 数据显示，国寿安保基金旗下1只基金位居楚天科技十大流通股东。国寿安保智慧生活股票A （001672）二季度持有股数404.73万股，持股数量与上期相比不变，占流通股的比例为0.7%。根据测 算，今日浮盈赚取约186.18万元。 国寿安保智慧生活股票A（001672）成立日期2015年9月1日，最新规模18.28亿。今年以来 ...

Group 1 - Nanya Technology (688519) experienced a decline of 6.34% on August 27, closing at 68.68 yuan, with a turnover rate of 5.56% and a trading volume of 130,600 shares, amounting to a transaction value of 916 million yuan [1] - On August 27, the net outflow of main funds was 105 million yuan, accounting for 11.41% of the total transaction value, while retail investors saw a net inflow of approximately 79 million yuan, representing 8.65% of the total transaction value [1] - Over the past five days, the net inflow of margin financing was 79.88 million yuan, indicating an increase in financing balance, while the net inflow of securities lending was 0.0, with an increase in securities lending balance [1] Group 2 - The top ten public funds holding Nanya Technology include Guoshou Anbao Smart Life Stock A, which holds 2.0508 million shares, remaining unchanged, and several funds that have newly entered the top ten holdings [1] - Guoshou Anbao Smart Life Stock A has a scale of 1.828 billion yuan, with a latest net value of 1.825, which increased by 0.83% on August 26, and has risen by 87.95% over the past year [2] - The top ten holdings of Guoshou Anbao Smart Life Stock A include Nanya Technology, which accounts for 4.23% of the fund's net value, with a holding of 205.08 million shares valued at 91.88 million yuan [3]

Group 1 - The core viewpoint of the article is that Chongde Technology (301548.SZ) has reported an increase in institutional investor holdings as of August 26, 2025, with a total of 10.2048 million shares held, representing 11.73% of the company's total equity [1] - A total of 8 institutional investors have disclosed their holdings in Chongde Technology, including notable firms such as SKF (China) Co., Ltd. and China Construction Bank [1] - Compared to the previous quarter, the proportion of shares held by institutional investors has increased by 0.06 percentage points [1] Group 2 - Among public funds, there was an increase in holdings from one fund, namely the Guoshou Anbao Smart Life Stock A, which saw an increase of 0.13% [1] - Two public funds that were previously disclosed have not reported their holdings this quarter, including Dachen New Industry Mixed A and Dachen Industry Trend Mixed A [1]

Group 1 - Zanyu Technology (002637.SZ) released its semi-annual report for 2025 on August 21, 2025, indicating that as of August 20, 2025, a total of 9 institutional investors disclosed holdings in Zanyu Technology A-shares, with a total holding of 192 million shares, accounting for 40.77% of the total share capital [1] - The proportion of institutional holdings decreased by 1.08 percentage points compared to the previous quarter [1] - Among public funds, there was an increase in holdings from one public fund, namely Guoshou Anbao Smart Life Stock A, while one new public fund was disclosed, which is Penghua Guozheng 2000 Index Enhanced A [1] Group 2 - In the insurance sector, one insurance company, Taikang Life Insurance Co., Ltd. - Traditional - Ordinary Insurance Product - 019L-CT001 Shen, reduced its holdings, resulting in a slight decrease in the holding proportion [2] - One pension fund that was not disclosed in the previous quarter is Taikang Life Insurance Co., Ltd. - Dividend - Personal Dividend - 019L-FH002 Shen [2] Group 3 - From the foreign investment perspective, one new foreign institution disclosed its holdings in this period, which is Hong Kong Central Clearing Limited [3]

Core Viewpoint - Lixing Co., Ltd. (300421.SZ) reported a decline in institutional ownership in its semi-annual report for 2025, with a total of 3 institutional investors holding 4.8361 million shares, representing 1.64% of the total share capital, a decrease of 2.81 percentage points from the previous quarter [1] Institutional Investors - As of August 8, 2025, the total shares held by institutional investors decreased to 4.8361 million, accounting for 1.64% of Lixing's total share capital [1] - The institutional investors include China Construction Bank Co., Ltd. - Guoshou Anbao Smart Life Equity Fund, Hangzhou Yichen Private Fund Management Co., Ltd. - Hangzhou Chenyue No. 1 Private Securities Investment Fund, and Jinyuan Shun'an Xinyi Mixed Initiation A [1] - The overall institutional holding ratio fell by 2.81 percentage points compared to the previous quarter [1] Public Funds - One public fund, Guoshou Anbao Smart Life Equity A, increased its holdings slightly compared to the previous period [1] - A new public fund disclosed this period is Jinyuan Shun'an Xinyi Mixed Initiation A [1] - Three public funds that were previously disclosed did not report this period, including Huashang Zhenxuan Return Mixed A, Huashang Lexiang Internet Flexible Allocation Mixed A, and Ping An CSI 2000 Enhanced Strategy ETF [1] Foreign Investment - One foreign institution, BARCLAYS BANK PLC, did not disclose its holdings this period compared to the previous quarter [1]

Group 1 - Nanya New Materials has experienced a decline for five consecutive trading days, with a cumulative drop of -11.01% [1] - Nanya New Materials Technology Co., Ltd. was established in 2000 and specializes in the design, research and development, production, and sales of copper-clad laminates and composite materials [1] - The fund manager of Guoshou Anbao Smart Life Stock A is Zhang Qi, who has extensive experience in the investment management industry [2][3] Group 2 - Guoshou Anbao Smart Life Stock A remains one of the top ten shareholders of Nanya New Materials, with a year-to-date return of 23.29%, ranking 245 out of 983 in its category [1] - Guoshou Anbao Fund Management Co., Ltd. was established in October 2013, with China Life Asset Management Co., Ltd. holding 85.03% of the shares [3]