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0.69%。 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，包括金鹰民丰回报混合、建信社会责任混 合A，持股增加占比小幅上涨。本期较上一季度持股减少的公募基金共计2个，包括宝盈策略增长混 合、宝盈科技30混合，持股减少占比小幅下跌。本期较上一季度新披露的公募基金共计9个，主要包括 南方中证1000ETF、华商优势行业混合、金鹰民安回报定开A、金鹰元丰债券A、广发中证500指数增强 A等。本期较上一季未再披露的公募基金共计2个，包括海富通股票混合、国金中证1000指数增强A。 2025年7月31日，智微智能(001339.SZ)发布2025年半年度报告。截至2025年7月30日，共有18个机构投 资者披露持有智微智能A股股份，合计持股量达672.19万股，占智微智能总股本的2.67%。其中，前十 大机构投资者包括香港中央结算有限公司、东台智展企业管理合伙企业(有限合伙)、中国银行股份有限 公司-易方达供给改革灵活配置混合型证券投资基金、中国农业银行股份有限公司-宝盈策略增长混合型 证券投资基金、招商银行股份有 ...

Core Insights - The article provides a detailed analysis of various mutual funds managed by the company, highlighting their performance metrics, including annualized returns and significant stock holdings [1][3]. Fund Performance Summary - The "Baoying Nasdaq 100 Index Fund" (QDII) A USD has a scale of 3.47 billion with an annualized return of 12.66% and a Q2 2025 increase of 16.66%, heavily invested in Nvidia (NVDA) with a weight of 8.56% [1]. - The "Baoying Nasdaq 100 Index Fund" (QDII) A RMB also has a scale of 3.47 billion, achieving an annualized return of 17.89% and a Q2 2025 increase of 16.43%, similarly focused on Nvidia [1]. - The "Baoying Xiangyi Regular Open Mixed A" fund has a scale of 1.76 billion with a modest annualized return of 1.92% and a Q2 2025 increase of 0.84%, primarily invested in Nanjing Bank [1]. - The "Baoying Zhongzheng A100 Index Enhanced A" fund has a scale of 1.69 billion, with an annualized return of 5.23% and a Q2 2025 increase of 1.44%, focusing on Kweichow Moutai [1]. Stock Trading Performance - Fund manager Cai Dan achieved a cumulative return of 4.88% during her tenure managing the "Baoying Xiangrui Mixed A" fund, with an average annualized return of 1.17% and a trading success rate of 56.79% across 81 stock adjustments [3]. - Notable stock trading examples include: - "Xinhua Bang" was bought in Q1 2020 and sold in Q3 2021, yielding an estimated return of 223.25% with a company performance growth of 152.36% [4][6]. - "Ningde Times" was held from Q2 2020 to Q1 2021, resulting in a return of 149.16% with a company growth of 185.34% [4]. - "Zijin Mining" was bought in Q2 2023 and has an estimated return of -86.18% despite a company growth of 51.76% [5][8]. ETF Insights - The "Gold Stock ETF" (Product Code: 159562) tracks the CSI Hong Kong and Shanghai Gold Industry Stock Index, showing a recent increase of 0.44% over five days and a price-to-earnings ratio of 20.86 times, with a net inflow of 237.7 million [10].

Core Viewpoint - Zhimi Intelligent has experienced a decline for eight consecutive trading days, with a cumulative drop of -7.08% [1] Company Overview - Shenzhen Zhimi Intelligent Technology Co., Ltd. is a pioneer and leader in IoT digital core solutions, recognized as a national high-tech enterprise and a "little giant" enterprise specializing in innovation [1] Shareholder Activity - Two funds under Baoying Fund have entered the top ten shareholders of Zhimi Intelligent. Baoying Strategy Growth Mixed Fund and Baoying Technology 30 Mixed Fund both reduced their holdings in the first quarter of this year [1] Fund Performance - Baoying Strategy Growth Mixed Fund has a year-to-date return of 19.30%, ranking 327 out of 4345 in its category. Baoying Technology 30 Mixed Fund has a year-to-date return of 15.83%, ranking 150 out of 2255 [2] Fund Manager Profile - The fund manager for both Baoying Strategy Growth Mixed Fund and Baoying Technology 30 Mixed Fund is Rong Zhineng, who has a master's degree in Electronic Science and Technology from Zhejiang University. He has held various positions in the industry, including project manager and industry researcher [5][6]