公募基金方面，本期较上一期持股增加的公募基金共计2个，包括华夏中证机器人ETF、天弘中证机器 人ETF，持股增加占比达0.34%。 外资态度来看，本期较上一季未再披露的外资机构即BARCLAYS BANK PLC。 2025年8月23日，海得控制(002184.SZ)发布2025年半年度报告。截至2025年8月22日，共有3个机构投资 者披露持有海得控制A股股份，合计持股量达867.48万股，占海得控制总股本的2.47%。其中，机构投 资者包括兴业银行股份有限公司-华夏中证机器人交易型开放式指数证券投资基金、香港中央结算有限 公司、国泰君安证券股份有限公司-天弘中证机器人交易型开放式指数证券投资基金，机构投资者合计 持股比例达2.47%。相较于上一季度，机构持股比例合计下跌了0.13个百分点。 ...

Group 1 - The core viewpoint of the news is that Jiu Lun Intelligent (002031.SZ) has reported its semi-annual results for 2025, highlighting significant institutional investor interest and changes in shareholding [1] - As of August 22, 2025, a total of 16 institutional investors hold shares in Jiu Lun Intelligent, with a combined holding of 101 million shares, representing 4.59% of the total share capital [1] - The top ten institutional investors collectively hold 4.40% of the shares, with an increase of 0.05 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 10 funds increased their holdings compared to the previous period, with a holding increase ratio of 0.61% [2] - One public fund, Bosera CSI Robot Index Fund A, decreased its holdings slightly, while three new public funds were disclosed, including Wan Jia CSI Robot ETF and others [2] - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.68% compared to the previous quarter [2]

公募基金方面，本期较上一期持股增加的公募基金共计2个，包括华夏中证机器人ETF、金信稳健策略 混合A，持股增加占比达0.41%。本期较上一季度新披露的公募基金共计5个，包括天弘中证机器人 ETF、招商享利增强债券A、招商瑞德一年持有期混合A、招商瑞盈9个月持有期混合A、招商丰凯混合 A。本期较上一季未再披露的公募基金共计16个，主要包括鹏华碳中和主题混合A、招商优势企业混合 A、广发制造业精选混合A、鹏华沪深港新兴成长混合A、平安兴鑫回报一年定开混合等。 2025年8月23日，华辰装备(300809.SZ)发布2025年半年度报告。截至2025年8月22日，共有9个机构投资 者披露持有华辰装备A股股份，合计持股量达1346.49万股，占华辰装备总股本的5.31%。其中，机构投 资者包括海南信唐贸易合伙企业(有限合伙)、兴业银行股份有限公司-华夏中证机器人交易型开放式指数 证券投资基金、中国工商银行股份有限公司-金信稳健策略灵活配置混合型发起式证券投资基金、国泰 君安证券股份有限公司-天弘中证机器人交易型开放式指数证券投资基金、招商享利增强债券A、申万 菱信专精特新主题混合型发起式A、招商瑞德一年持有期混合A、 ...

Group 1 - The overall market sentiment has improved since April 7, 2025, with significant capital inflow into equity ETFs, leading to a positive net subscription amount for the first half of the year [1][2] - Over 200 billion yuan has flowed into various types of ETFs, including stock, bond, cross-border, and commodity ETFs, with a notable focus on core broad-based ETFs [2][3] - The top three ETFs by net inflow from January to May 2025 include Huaxia CSI 300 ETF (+32.56 billion yuan), Huaan Gold ETF (+22.81 billion yuan), and Huatai-PB CSI 300 ETF (+20.78 billion yuan) [3] Group 2 - As of May 30, 2025, eight bond ETFs have surpassed 10 billion yuan in scale, with the top two being the Fortune 7-10 Year Policy Financial Bond ETF and the Hai Fudong CSI Short-term Bond ETF, both exceeding 40 billion yuan [4] - The A-share market is expected to experience upward fluctuations due to ongoing policy support and the influx of medium to long-term capital [4] Group 3 - The robotics sector is gaining attention, with the National Robotics Industry Index showing a year-to-date increase of 6.89%, outperforming the broader market [6][7] - The top three ETFs in the robotics sector by net inflow from January to May 2025 are Huaxia CSI Robotics ETF (+9.12 billion yuan), E Fund CSI Artificial Intelligence ETF (+8.31 billion yuan), and Tianhong CSI Robotics ETF (+4.29 billion yuan) [7][9] Group 4 - The Hong Kong stock market is attracting institutional funds, particularly in the technology sector, with significant net inflows into cross-border ETFs, including the Fortune CSI Hong Kong Internet ETF (+19.02 billion yuan) and the Industrial Bank National CSI Hong Kong Technology ETF (+12.41 billion yuan) [10][12] - The AI industry transformation and the narrative of domestic technology self-sufficiency are expected to continue driving interest in the Hong Kong technology sector [10]