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 - The core viewpoint of the news is that Zhimin Da (688636.SH) has reported significant institutional investment, with 32 institutional investors holding a total of 29.29 million shares, representing 17.46% of the total share capital as of July 24, 2025 [1] - The top ten institutional investors collectively hold 16.29% of the shares, which is an increase of 1.29 percentage points compared to the previous quarter [1] - The report highlights the presence of various public funds, with three funds increasing their holdings and one fund decreasing its holdings, indicating a mixed sentiment among public investors [2] Group 2 - Among public funds, three funds increased their holdings, accounting for 1.92% of the total, while one fund saw a slight decrease [2] - A total of 26 new public funds were disclosed this period, including notable funds such as Changxin National Defense Military Industry Quantitative Mixed A and others [2] - One social security fund was not disclosed in this period, indicating a potential shift in investment strategy or focus [3]