9月25日，大丰实业涨5.37%，截至发稿，报13.55元/股，成交1.43亿元，换手率2.55%，总市值57.25亿 元。 截至发稿，吴栋栋累计任职时间3年211天，现任基金资产总规模15.5亿元，任职期间最佳基金回报 79.5%， 任职期间最差基金回报34.01%。 资料显示，浙江大丰实业股份有限公司位于浙江省余姚市阳明科技工业园区新建北路737号，成立日期 2002年3月8日，上市日期2017年4月20日，公司主营业务涉及体旅产业基础设施(科技、内容IP、服务) 服务,专业从事文体科技装备、数字艺术科技、轨道交通装备等业务。主营业务收入构成为：文体旅科 技装备71.42%，文体旅运营服务13.85%，数字艺术科技7.64%，轨道交通装备6.66%，其他0.43%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从基金十大重仓股角度 责任编辑：小浪快报 数据显示，富国基金旗下1只基金重仓大丰实业。富国新活力灵活配置混合A（004604）二季度持有股 数350.13万 ...

Group 1 - The core viewpoint of the news is that Xueda Education (000526.SZ) has reported significant institutional investment, with 31 institutional investors holding a total of 59.8536 million shares, representing 49.12% of the total share capital as of August 27, 2025 [1] - The top ten institutional investors collectively hold 46.26% of the shares, with an increase of 1.13 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, there was an increase in holdings from one public fund, specifically the Fortune Tianhui Growth Mixed (LOF) A/B, which saw an increase of 1.08% [2] - Five new public funds disclosed their holdings this quarter, including Galaxy Beautiful Mixed A and Galaxy Transformation Mixed A [2] - One social security fund, the National Social Security Fund 111 Combination, reported a decrease in holdings this quarter [2] - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.63% [2]

Core Viewpoint - Yangdian Technology (301012.SZ) reported its semi-annual results for 2025, highlighting a significant decline in institutional investor holdings compared to the previous quarter [1] Institutional Holdings - As of August 25, 2025, there is one institutional investor holding shares in Yangdian Technology, with a total of 3.5 million shares, representing 1.78% of the total share capital [1] - The overall institutional holding percentage has decreased by 9.88 percentage points compared to the last quarter [1] Public Fund Holdings - One public fund, specifically the Fortune Tianhui Growth Mixed (LOF) A/B, has reduced its holdings, accounting for a decrease of 1.73% [1] - Five public funds that did not disclose their holdings in the current period include: Fortune New Vitality Flexible Allocation Mixed A, Fortune Quality Growth 6-Month Holding Period Mixed A, Fortune Core Advantage Initiated Mixed A, Fortune Benefit Return 12-Month Holding Period Mixed A, and Rongtong Quantitative Multi-Strategy Flexible Allocation Mixed A [1]

Core Viewpoint - Kunheng Shunwei (688283.SH) reported a decline in institutional ownership in its A-shares, with a total of 5 institutional investors holding 8.5342 million shares, representing 7.01% of the total share capital, a decrease of 0.31 percentage points from the previous quarter [1] Institutional Investors - As of August 25, 2025, the total shares held by institutional investors in Kunheng Shunwei amounted to 8.5342 million, accounting for 7.01% of the total share capital [1] - The institutional investors include Sichuan Development Securities Investment Fund Management Co., Ltd., Bank of China Co., Ltd., Guotai Jiatai Pension Product, Guotai Fund Management Co., Ltd., and Huayuan Qiyuan Future Mixed Initiation A [1] - The institutional ownership ratio decreased by 0.31 percentage points compared to the previous quarter [1] Public Funds - One new public fund disclosed its holdings in the current period, namely Huayuan Qiyuan Future Mixed Initiation A [1] - Three public funds that were previously disclosed did not report their holdings this quarter, including Fortune New Vitality Flexible Allocation Mixed A, Fortune Quality Growth 6-Month Holding Period Mixed A, and Hang Seng Qianhai High-End Manufacturing Mixed A [1] Social Security Funds - One new social security fund disclosed its holdings in Kunheng Shunwei, which is Guotai Fund Management Co., Ltd. - Social Security Fund 2103 Combination [1]

Group 1 - Highlan Co., Ltd. (300499.SZ) released its semi-annual report for 2025 on August 23, 2025, showing that as of August 22, 2025, 11 institutional investors held a total of 26.38 million shares, accounting for 8.64% of the total share capital [1] - The top ten institutional investors include major entities such as Industrial and Commercial Bank of China and China Construction Bank, with their combined shareholding increasing by 1.51 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, namely the Fortune Optimized Enhanced Bond A/B, increased its holdings by 0.40% compared to the previous period [2] - Six new public funds disclosed their holdings in Highlan Co., Ltd., including notable funds like Nuon Anhe Xin Mixed A and Fortune New Vitality Flexible Allocation Mixed A [2] - One new social security fund, the National Social Security Fund 116 Combination, disclosed its holdings in Highlan Co., Ltd. during this period [2]

Core Insights - Despite the active performance of sectors like technology, new consumption, and pharmaceuticals, investors have found it challenging to achieve ideal returns, with the CSI 300 index showing a mere 0.03% increase year-to-date as of June, contrasting sharply with the nearly 8% rise in the Wind Active Equity Mixed Fund Index, highlighting the scarcity of professional research capabilities in volatile markets [1] Group 1: Fund Performance - In Q2, public funds achieved a total profit of 386.3 billion yuan, with Fuqun Fund ranking fifth in the industry with a profit of 19.492 billion yuan. For the first half of the year, Fuqun Fund generated 29.832 billion yuan for investors, placing it fourth overall [2] - Fuqun Fund's active equity research strength is a core competitive advantage, with 11 of its equity funds ranking in the top 10 of their categories over the past year. Notably, Fuqun Medical Innovation Stock A and Fuqun Active Growth One-Year Regular Open Mixed Fund both exceeded 40% in returns [2][3] Group 2: Long-term Performance - Over the past five and seven years, Fuqun Fund has had 5 and 10 products, respectively, ranking in the top 10 of their categories. Fuqun New Vitality Flexible Allocation Mixed A achieved returns of 67.84% and 175.32% over the past five and seven years, respectively, ranking first in its category [4] - Fuqun Global Consumer Selection A, managed by a Hong Kong fund manager, has shown impressive long-term performance with returns of 86.16% and 70.68% over the past two and three years [3] Group 3: Fixed Income and Quantitative Strategies - In the fixed income sector, Fuqun Fund's products have maintained a "steady" approach despite market challenges. Fuqun Strong Return Regular Open Bond A achieved returns of 13.03%, 23.28%, and 45.09% over three, five, and seven years, respectively, ranking in the top 9% of its category [5] - Fuqun Fund's quantitative strategies have also performed well, with 10 of its quantitative funds ranking in the top 10 of their categories over the past year. The classic broad-based ETF, the Shanghai Composite Index ETF, has consistently ranked in the top 5 over three, five, and seven years [6]

Core Viewpoint - Optoelectronics has experienced a decline for six consecutive trading days, with a cumulative drop of -7.85% [1] Company Overview - Guangdong Optoelectronics Technology Co., Ltd. is positioned as a supplier of core automation components [1] Shareholder Activity - Three funds under the management of Fidelity Fund have entered the top ten shareholders of Optoelectronics, all of which are new entries in the first quarter of this year. The funds are: - Fidelity Tianhui Growth Mixed (LOF) A - Fidelity Value Advantage Mixed A - Fidelity New Vitality Flexible Allocation Mixed A [1] Fund Performance - Fidelity Tianhui Growth Mixed (LOF) A has a year-to-date return of 0.48%, ranking 2883 out of 4546 in its category - Fidelity Value Advantage Mixed A has a year-to-date return of 2.64%, ranking 2143 out of 4546 - Fidelity New Vitality Flexible Allocation Mixed A has a year-to-date return of 14.21%, ranking 102 out of 2304 [1] Fund Manager Profiles - **Zhu Shaoxing**: - Current position: Deputy General Manager and Head of Equity Investment Department at Fidelity Fund - Experience: Over 19 years in the industry, with various roles at Fidelity Fund since June 2000 [5][6] - **Sun Bin**: - Current position: Senior Equity Fund Manager at Fidelity Fund - Experience: Joined Fidelity Fund in July 2016, with a focus on equity investment [7][8] - **Wu Dongdong**: - Current position: Fund Manager at Fidelity Fund - Experience: Joined Fidelity Fund in April 2019, previously worked as a mechanical industry researcher [9] Company Background - Fidelity Fund Management Co., Ltd. was established in April 1999, with a diverse ownership structure including major shareholders such as Guotai Junan Securities and the Bank of Montreal [10]

Group 1 - The core viewpoint of the news is that Weiteng Electric (688226.SH) has disclosed its annual report for 2024, highlighting significant institutional investor holdings and changes in share ownership [1] - As of April 25, 2025, a total of 31 institutional investors hold shares in Weiteng Electric, with a combined holding of 66.72 million shares, representing 42.63% of the total share capital [1] - The top ten institutional investors account for 42.50% of the total shares, with a notable decrease of 5.52 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, the Fortune Tianhui Growth Mixed (LOF) A/B, has reduced its holdings by 0.70% compared to the previous quarter [2] - A total of 24 new public funds have been disclosed this period, including notable funds such as Everbright Prudential Quantitative Stock A and Huaxia CSI 500 Index Enhanced A [2] - Eight public funds have not been disclosed this period, including funds like the Collective - CICC New Star A and Fortune Core Advantage Mixed Initiation A [2]

Company Overview - Nanguo Real Estate (002305) has experienced a decline for four consecutive trading days, with a cumulative drop of -10.64% [1] - The company was established in 1998 and became the first commercial real estate company to go public after the IPO restart in 2009 on the Shenzhen Stock Exchange [1] Shareholder Information - Two funds under the management of Fortune Fund have entered the top ten shareholders of Nanguo Real Estate, specifically Fortune Quality Growth 6-Month Holding Mixed A and Fortune New Vitality Flexible Allocation Mixed A, both of which reduced their holdings in the fourth quarter of last year [1] - Fortune Quality Growth 6-Month Holding Mixed A has a year-to-date return of 11.57%, ranking 300 out of 4559 in its category, while Fortune New Vitality Flexible Allocation Mixed A has a year-to-date return of 10.28%, ranking 107 out of 2308 [1] Fund Manager Profile - The fund manager for both Fortune Quality Growth 6-Month Holding Mixed A and Fortune New Vitality Flexible Allocation Mixed A is Wu Dongdong, who has a background in mechanical engineering and has held various research positions in the finance industry since 2016 [5][6] - Wu Dongdong has been managing the Fortune Quality Growth 6-Month Holding Mixed A since February 28, 2022, and the Fortune New Vitality Flexible Allocation Mixed A since February 23, 2023 [6]

Core Viewpoint - Hangzhou Kelin (688611.SH) reported its 2024 annual results, revealing significant institutional investor interest with 26 institutions holding a total of 18.71 million shares, representing 17.07% of the total share capital [1] Group 1: Institutional Holdings - A total of 26 institutional investors disclosed their holdings in Hangzhou Kelin, with a combined shareholding of 18.71 million shares, accounting for 17.07% of the total share capital [1] - The top ten institutional investors collectively hold 16.98% of the shares, with a slight decrease of 0.01 percentage points compared to the previous quarter [1] Group 2: Public Fund Activity - Four public funds increased their holdings in this period, with an increase in shareholding proportion of 0.62% [2] - A total of 20 new public funds disclosed their holdings compared to the previous quarter, including notable funds such as 富国积极成长一年定期开放混合 and 景顺长城稳健回报混合A类 [2] - Two public funds were not disclosed in this period compared to the previous quarter, indicating a reduction in reporting [2]