2025年10月25日，高澜股份(300499.SZ)发布2025年第三季报。截至2025年10月24日，共有5个机构投资 者披露持有高澜股份A股股份，合计持股量达1268.80万股，占高澜股份总股本的4.16%。其中，机构投 资者包括香港中央结算有限公司、UBS AG、高盛国际-自有资金、MORGAN STANLEY & CO. INTERNATIONAL PLC.、全国社保基金六零二组合，机构投资者合计持股比例达4.16%。相较于上一季 度，机构持股比例合计下跌了4.92个百分点。 公募基金方面，本期较上一季未再披露的公募基金共计67个，主要包括广发多因子混合、富国优化增强 债券A/B、诺安和鑫混合A、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等。 对于社保基金，本期新披露持有高澜股份的社保基金共计1个，即全国社保基金六零二组合。。本期较 上一季未再披露的社保基金共计1个，即全国社保基金一一六组合。 外资态度来看，本期较上一季度新披露的外资机构有 4 家 ，包括香港中央结算有限公司、UBS AG、高 盛国际-自有资金、MORGAN STANLEY & CO. INTERNATIONAL PL ...

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 Insights - Furan De (605050.SH) released its semi-annual report for 2025, indicating that as of August 25, 2025, seven institutional investors disclosed holdings in Furan De A-shares, totaling 190 million shares, which represents 38.55% of the company's total equity [1] - The institutional investors include various partnerships and funds, with the total institutional holding percentage decreasing by 0.48 percentage points compared to the previous quarter [1] - Two new public funds were disclosed in this period, namely Fuguo Quality Growth 6-Month Holding Mixed A and Fuguo Core Advantage Initiated Mixed A [1] Institutional Holdings - Seven institutional investors hold a combined total of 190 million shares, accounting for 38.55% of Furan De's total equity [1] - The institutional holding percentage has decreased by 0.48 percentage points from the previous quarter [1] Public Funds - Two new public funds were disclosed during this reporting period [1] - The new funds are Fuguo Quality Growth 6-Month Holding Mixed A and Fuguo Core Advantage Initiated 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]

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]

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]