Group 1 - The core viewpoint of the news is that Tonghe Technology (300491.SZ) has seen an increase in institutional investor holdings, with a total of 6.20% of shares held by institutions as of October 29, 2025, marking a rise of 4.37 percentage points from the previous quarter [1] - A total of 6 institutional investors disclosed their holdings in Tonghe Technology, with a combined shareholding of 10.865 million shares [1] - The public fund sector saw an increase in holdings from one fund, Guangfa Reform Mixed Fund, while three new public funds disclosed their holdings this quarter [1] Group 2 - Two new foreign institutions disclosed their holdings in this quarter, including UBS AG and Morgan Stanley & Co. International PLC [2]

Group 1 - The core viewpoint of the news is that CaiXun Technology Co., Ltd. has seen a significant stock price increase of 5.05%, reaching 27.44 CNY per share, with a total market capitalization of 12.381 billion CNY [1] - CaiXun's main business involves providing industrial internet technology and services, with revenue composition as follows: 61.25% from technical services, 17.77% from software product development and sales, 16.86% from system integration, and 3.56% from other supplementary services [1] - The company is located in Nanshan District, Shenzhen, Guangdong Province, and was established on January 6, 2004, with its listing date on March 23, 2018 [1] Group 2 - From the perspective of fund holdings, Guangfa Fund has a significant position in CaiXun, with its Guangfa Reform Mixed Fund (001468) holding 128,700 shares, accounting for 1.77% of the fund's net value, ranking as the tenth largest holding [2] - The Guangfa Reform Mixed Fund has achieved a year-to-date return of 29.81% and a one-year return of 33.53%, with a total fund size of 197 million CNY [2] - The fund manager, Chen Shaoping, has a tenure of 18 years and 309 days, with the best fund return during his management being 74.29% [3]

Core Points - Anbotong's stock price increased by 5% to 105.00 CNY per share, with a trading volume of 161 million CNY and a turnover rate of 2.05%, resulting in a total market capitalization of 8.07 billion CNY [1] - Anbotong specializes in the research, development, sales, and related technical services of core software products in the cybersecurity sector, with revenue composition as follows: Security Gateway 39.47%, Security AI 35.21%, Security Management 18.05%, Security Services 7.15%, and Others 0.12% [1] Fund Holdings - According to data, one fund under GF Fund has a significant holding in Anbotong, specifically the GF Reform Mixed Fund (001468), which held 68,900 shares in the second quarter, unchanged from the previous period, accounting for 2.48% of the fund's net value, ranking as the fourth-largest holding [2] - The GF Reform Mixed Fund was established on July 27, 2015, with a current size of 197 million CNY, yielding a return of 22.97% year-to-date, ranking 3278 out of 8175 in its category; over the past year, it achieved a return of 38.2%, ranking 4011 out of 7982 [2] - The fund manager, Chen Shaoping, has a tenure of 18 years and 290 days, with the fund's best return during his tenure being 67.03% and the worst being -27.18% [2]

Core Insights - Langke Intelligent (300543.SZ) released its semi-annual report for 2025 on August 27, 2025, indicating a total of 3 institutional investors holding shares, amounting to 3.8869 million shares, which represents 1.27% of the total share capital [1] - The institutional holding ratio increased by 0.95 percentage points compared to the previous quarter [1] - Two new public funds were disclosed this period, including the Dacheng CSI 360 Internet + Index A and the GF Reform Mixed Fund, while one public fund, Huafu Technology Momentum Mixed A, was not disclosed this period [1] - One new foreign institution, BARCLAYS BANK PLC, was disclosed this period, indicating a continued interest from foreign investors [1]

Core Insights - Anbo Tong (688168.SH) released its semi-annual report for 2025 on August 26, 2025, indicating that institutional investors hold a total of 9.8951 million shares, accounting for 12.88% of the total share capital [1] Institutional Holdings - As of August 25, 2025, three institutional investors disclosed their holdings in Anbo Tong, with a combined shareholding of 9.8951 million shares, representing 12.88% of the total share capital [1] - The institutional investors include Shihezi City Lengsheng Equity Investment Partnership (Limited Partnership), Yuanfeng (Shenzhen) Asset Management Co., Ltd. - Yuanfeng Shunying No. 1 Private Securities Investment Fund, and GF Reform Mixed Fund [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 0.83 percentage points [1] Public Fund Holdings - During this period, one public fund, Huazheng Zhongzheng 1000 Index Enhanced A, was not disclosed compared to the previous quarter [1]