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。 公募基金方面，本期较上一期持股增加的公募基金共计6个，主要包括平安安享灵活配置混合A、南方 智慧精选灵活配置混合、平安灵活配置混合A、天弘优质成长企业精选混合发起式A、国联价值成长6个 月持有混合A等，持股增加占比达0.14%。本期较上一季度持股减少的公募基金共计10个，主要包括南 方品质优选灵活配置混合A、天弘弘丰增强回报A、南方优享分红灵活配置混合A、南方产业活力股 票、南方智诚混合等，持股减少占比达0.40%。本期较上一季度新披露的公募基金共计2个，包括华泰 紫金远见回报12个月持有混合A、国泰浓益灵活配置混合A。本期较上一季未再披露的公募基金共计10 个，主要包括天弘多元收益债券A、天弘新价值混合A、华泰紫金信息科技主题6个月持有混合发起A、 天弘多元增利债券A、浙商智多兴稳健一年持有期A等。 对于社保基金，本期较上一季度持股减少的社保基金共计1个，即大成基金管理有限公司-社保基金1101 组合，，持股减少占比达0.50%。 2025年8月27日，景津装备(603279.SH)发布2025年半年度报告。截至2025年8月26日，共 ...

Group 1 - The core viewpoint of the news is that the institutional ownership of Shangsheng Electronics has seen a slight decline in the first quarter of 2025, with significant holdings concentrated among a few key investors [1] - As of April 30, 2025, a total of 12 institutional investors hold 121 million shares of Shangsheng Electronics, representing 74.58% of the total share capital [1] - The top ten institutional investors account for 74.54% of the total shares, with a decrease of 2.25 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, three funds increased their holdings, including E Fund New Silk Road Mixed Fund, Ping An Enjoy Flexible Allocation Mixed A, and Everbright Baodexin Anyang One-Year Mixed A, with an increase ratio of 0.30% [2] - Two public funds reduced their holdings, namely Southern Science and Technology Innovation Board 3-Year Regular Open Mixed and Ping An Flexible Allocation Mixed A, also with a decrease ratio of 0.30% [2] - Two new public funds were disclosed this quarter, including China Europe Yongyu Mixed A and Jingguan Taifu Technology Driven Mixed A, while 166 public funds were not disclosed this quarter [2]