Group 1 - The core viewpoint of the news is that Zhejiang Caidi Industrial Co., Ltd. has shown a slight increase in stock price, indicating positive market sentiment towards the company [1] - As of the report date, the stock price of Caidi Industrial is 19.04 CNY per share, with a market capitalization of 2.209 billion CNY and a trading volume of 11.517 million CNY [1] - The company's main business segments include polyester fabrics (58.03% of revenue), commissioned dyeing and finishing (17.71%), seamless garments (15.78%), and others (6.26%), with polyester filaments contributing 2.22% [1] Group 2 - Among the top circulating shareholders of Caidi Industrial, a fund under Jianxin Fund ranks as a significant stakeholder, holding 365,000 shares, which is 0.72% of the circulating shares [2] - Jianxin Flexible Allocation Mixed A Fund (000270) has achieved a year-to-date return of 58.35% and a one-year return of 53.09%, ranking 778 out of 8087 and 864 out of 8085 respectively [2] - The fund manager, Ye Letian, has a tenure of approximately 13 years and has achieved a best fund return of 328.03% during his management period [3]

12月25日，百达精工涨5.41%，截至发稿，报13.25元/股，成交3875.32万元，换手率1.47%，总市值 26.79亿元。百达精工股价已经连续5天上涨，区间累计涨幅12.03%。 郭志腾累计任职时间2年20天，现任基金资产总规模10.71亿元，任职期间最佳基金回报165.32%， 任职 期间最差基金回报20.7%。 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。 责任编辑：小浪快报 资料显示，浙江百达精工股份有限公司位于浙江省台州市台州湾新区海城路2399号，成立日期2000年8 月7日，上市日期2017年7月5日，公司主营业务涉及压缩机零部件和汽车零部件的开发、生产与销售。 主营业务收入构成为：压缩机零部件55.37%，汽车零部件41.44%，其他(补充)2.23%，其他0.96%。 建信灵活配置混合A（000270）基金经理为叶乐天、郭志腾。 截至发稿，叶乐天累计任职时间13年283天，现任基金资产总规模74.64亿元，任职期间最佳基金回报 328.03%， ...

Core Viewpoint - The article emphasizes the performance and investment strategy of the Jianxin Flexible Allocation Mixed Fund, highlighting its ability to adapt to market changes and achieve significant returns compared to benchmarks [3][8]. Investment Strategy - Jianxin Flexible Allocation Mixed Fund employs an active quantitative strategy focused on index enhancement, utilizing a proprietary multi-factor model to identify risks, select quality stocks, and manage investment risks [3][4]. - The fund primarily invests in small-cap growth stocks across high-growth sectors such as pharmaceuticals, machinery, and computers, which have shown superior performance this year [6]. Performance Metrics - The fund's performance in the past year has been impressive, with returns of 64.47% and 32.97% over the last six months, significantly outperforming its benchmark by 26.01% and 12.24% respectively [8][12]. - The Jianxin Flexible Allocation Mixed Fund ranks in the top 10% of its peers over the past year, two years, and three years, indicating strong relative performance [12]. Market Context - The small-cap growth style has been favored this year, with the CSI 2000 Index and CSI 1000 Index rising by 33.78% and 25.66% respectively, supported by improved market sentiment and ongoing liquidity support from the central bank [6][7].

Core Viewpoint - The report indicates a significant institutional ownership in Mukaodi (603908.SH), with a total of 57.96 million shares held by six institutional investors, representing 62.08% of the total share capital, although this marks a decrease of 1.66 percentage points from the previous quarter [1] Institutional Investors - Six institutional investors disclosed their holdings in Mukaodi, collectively owning 57.96 million shares, which is 62.08% of the total share capital [1] - The institutional investors include notable entities such as Ningbo Damu Investment Co., Ltd., Zhejiang Jiatuo Investment Management Co., Ltd., and China Construction Bank Co., Ltd. [1] - The total institutional holding percentage decreased by 1.66 percentage points compared to the previous quarter [1] Public Funds - One public fund, Nuoan Multi-Strategy Mixed A, increased its holdings during this period, with an increase percentage of 0.16% [1] - A total of 36 public funds did not disclose their holdings in this quarter, including funds like Huaxia Xingyang One-Year Holding Mixed and Jianxin Flexible Allocation Mixed A [1]

Core Viewpoint - Vine Chemical Co., Ltd. (603968.SH) reported its Q3 2025 results, highlighting a total institutional ownership of 38.25 million shares, representing 18.71% of the total share capital, with a slight decline in institutional ownership compared to the previous quarter [1] Institutional Ownership - As of October 30, 2025, six institutional investors disclosed their holdings in Vine Chemical, with a combined ownership of 38.25 million shares, accounting for 18.71% of the total share capital [1] - The total institutional ownership decreased by 0.56 percentage points compared to the previous quarter [1] Public Fund Holdings - Two public funds increased their holdings compared to the previous period, namely Jianxin Flexible Allocation Mixed A and CITIC Securities CSI 1000 Index Enhanced A, with an increase in ownership proportion of 0.21% [1] - One new public fund disclosed its holdings this quarter, which is Su Xin Shanghai Stock Exchange Science and Technology Innovation Index Enhanced A [1] - A total of 48 public funds did not disclose their holdings this quarter, including notable funds such as Nuon An Multi-Strategy Mixed A and Morgan Stanley Multi-Factor Strategy Mixed A [1]

Core Viewpoint - Aiko Technology (688092.SH) reported its Q3 2025 results, revealing a total institutional ownership of 38.91 million shares, accounting for 47.06% of the company's total equity, with a slight decrease in institutional ownership compared to the previous quarter [1] Institutional Ownership - As of October 30, 2025, six institutional investors disclosed their holdings in Aiko Technology, with a combined shareholding of 38.91 million shares, representing 47.06% of the total equity [1] - The institutional ownership percentage decreased by 0.14 percentage points compared to the previous quarter [1] Public Fund Activity - One new public fund disclosed its holdings this quarter, namely Xinghua Jinghe Mixed Initiation A [1] - A total of 54 public funds were not disclosed this quarter, including notable funds such as Jianxin Flexible Allocation Mixed A, Guangda Baodexin Quantitative Stock A, and others [1]

Core Viewpoint - Hongsheng Co., Ltd. (603090.SH) reported its Q3 2025 results, highlighting an increase in institutional investor holdings, which indicates growing confidence in the company's stock [1] Institutional Holdings - As of October 30, 2025, five institutional investors disclosed holdings in Hongsheng Co., Ltd., totaling 6.53 million shares, which represents 6.53% of the company's total share capital [1] - The institutional investor group includes Beijing Kunkai Private Fund Management Co., Ltd., Zhongke Investment Management Group Co., Ltd., and Jiangyin Milidu Private Fund Management Partnership, among others [1] - Compared to the previous quarter, the total institutional holding percentage increased by 1.55 percentage points [1] Public Fund Holdings - In this reporting period, 34 public funds were disclosed, with notable funds including Nuoan Multi-Strategy Mixed A, Huian Multi-Strategy Mixed A, and China Asset Flexible Allocation Mixed A [1]

Core Viewpoint - Jin Hai Gao Ke (603311.SH) reported an increase in institutional ownership, with a total of 1.21 billion shares held by five institutional investors, representing 51.31% of the company's total shares as of October 28, 2025 [1] Institutional Ownership - Five institutional investors disclosed their holdings in Jin Hai Gao Ke, with a combined ownership of 1.21 billion shares, accounting for 51.31% of the total share capital [1] - The institutional ownership ratio increased by 0.43 percentage points compared to the previous quarter [1] Public Fund Holdings - One public fund, Da Cheng Zhong Zheng 360 Internet + Index A, increased its holdings compared to the previous period, showing a slight rise in ownership [1] - One new public fund, Nuo An Duo Ce Lue Mixed A, was disclosed this quarter compared to the previous quarter [1] - A total of 70 public funds were not disclosed this quarter, including notable funds such as Nan Hua Feng Hui Mixed A and Jian Xin Flexible Allocation Mixed A [1]

Core Insights - Hongquan Wulian (688288.SH) reported its Q3 2025 results on October 29, 2025, highlighting a total of 7 institutional investors holding shares, amounting to 20.11% of the total share capital [1] Institutional Holdings - The total number of shares held by institutional investors reached 20.07 million, representing a decrease of 4.53 percentage points compared to the previous quarter [1] - The institutional investors include Beijing Qianfang Technology Co., Ltd., Anji Hong'e Enterprise Management Consulting Partnership (Limited Partnership), Anji Hongji Enterprise Management Consulting Partnership (Limited Partnership), Shanghai Yuchengsen Enterprise Management Partnership (Limited Partnership), Anji Hongxian Enterprise Management Consulting Partnership (Limited Partnership), Jianxin Flexible Allocation Mixed A, and Penghua Smart Investment Digital Economy Mixed A [1] Public Fund Activity - One public fund, Penghua Smart Investment Digital Economy Mixed A, increased its holdings compared to the previous period, while another fund, Jianxin Flexible Allocation Mixed A, was newly disclosed [1] - A total of 136 public funds did not disclose their holdings this quarter, including notable funds such as Jin Ying Reform Dividend Mixed,招商量化精选股票发起式A, Jianxin CSI 500 Index Enhanced A, Wan Jia CSI 1000 Index Enhanced A, and Hua An Cultural and Sports Health Flexible Allocation Mixed A [1]

Core Insights - The core point of the article is the disclosure of institutional and public fund holdings in Deguan New Materials (001378.SZ) as of the third quarter of 2025, highlighting a slight decrease in institutional ownership compared to the previous quarter [1]. Institutional Holdings - As of October 28, 2025, two institutional investors hold a total of 51.9682 million shares of Deguan New Materials, representing 38.98% of the total share capital [1]. - The institutional investors include Guangdong Deguan Group Co., Ltd. and a collective asset management plan from China Merchants Securities Asset Management [1]. - Compared to the previous quarter, the total institutional holding percentage decreased by 0.12 percentage points [1]. Public Fund Holdings - In this reporting period, 49 public funds were disclosed, which were not reported in the previous quarter [1]. - Notable public funds include Jianxin Flexible Allocation Mixed A, Southern Big Data 300 Index A, and others [1].