公募基金方面本期较上一季度持股减少的公募基金共计1个，即富国天惠成长混合(LOF)A/B，持股减少 占比达1.73%。本期较上一季未再披露的公募基金共计5个，包括富国新活力灵活配置混合A、富国质量 成长6个月持有期混合A、富国核心优势混合发起式A、富国利享回报12个月持有期混合A、融通量化多 策略灵活配置混合A。 2025年8月26日，扬电科技(301012.SZ)发布2025年半年度报告。截至2025年8月25日，共有1个机构投资 者披露持有扬电科技A股股份，合计持股量达350.00万股，占扬电科技总股本的1.78%。其中，机构投 资者包括中国工商银行股份有限公司-富国天惠精选成长混合型证券投资基金(LOF)，机构投资者合计持 股比例达1.78%。相较于上一季度，机构持股比例合计下跌了9.88个百分点。 ...

对于社保基金，本期新披露持有坤恒顺维的社保基金共计1个，即国泰基金管理有限公司-社保基金2103 组合。 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。 2025年8月26日，坤恒顺维(688283.SH)发布2025年半年度报告。截至2025年8月25日，共有5个机构投资 者披露持有坤恒顺维A股股份，合计持股量达853.42万股，占坤恒顺维总股本的7.01%。其中，机构投 资者包括四川发展证券投资基金管理有限公司-川发混合策略私募证券投资基金、中国银行股份有限公 司-易方达战略新兴产业股票型证券投资基金、国泰佳泰股票专项型养老金产品-招商银行股份有限公 司、国泰基金管理有限公司-社保基金2103组合、汇泉启元未来混合发起式A，机构投资者合计持股比 例达7.01%。相较于上一季度，机构持股比例合计下跌了0.31个百分点。 公募基金方面，本期较上一季度新披露的公募基金共计1个，即汇泉启元未来混合发起式A。本期较上 一季未再披露的公募基金共计3个，包括富国新活力灵活配置混合A、富国质量成长6个月持有期混合 A、恒生前海高端制造混合A。 ...

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 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]

2025年4月26日，威腾电气(688226.SH)发布2024年年度报告。截至2025年4月25日，共有31个机构投资 者披露持有威腾电气A股股份，合计持股量达6672.42万股，占威腾电气总股本的42.63%。其中，前十 大机构投资者包括江苏威腾投资管理有限公司、镇江国有投资控股集团有限公司、扬中绿洲新城实业集 团有限公司、中国工商银行股份有限公司-富国天惠精选成长混合型证券投资基金(LOF)、镇江博爱投资 有限公司、集合-中金精选A、光大保德信量化股票A、华夏中证500指数增强A、华夏智胜先锋股票 (LOF)A、国联匠心优选混合A，前十大机构投资者合计持股比例达42.50%。相较于上一季度，前十大 机构持股比例合计下跌了5.52个百分点。 公募基金方面本期较上一季度持股减少的公募基金共计1个，即富国天惠成长混合(LOF)A/B，持股减少 占比达0.70%。本期较上一季度新披露的公募基金共计24个，主要包括光大保德信量化股票A、华夏中 证500指数增强A、华夏智胜先锋股票(LOF)A、国联匠心优选混合A、中邮专精特新一年持有期混合A 等。本期较上一季未再披露的公募基金共计8个，主要包括集合-中金新锐A、富 ...

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]