Group 1 - Dongmu Co., Ltd. (600114.SH) reported its Q3 2025 results, with 16 institutional investors holding a total of 200 million shares, representing 31.63% of the total share capital [1] - The top ten institutional investors collectively hold 31.59% of the shares, a decrease of 1.61 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four funds reduced their holdings compared to the previous quarter, with a total reduction rate of 0.21% [2] - Seven new public funds disclosed their holdings this period, including CITIC Prudential Cycle Rotation Mixed (LOF) A and CITIC Prudential Enhanced Income Bond (LOF) A [2] - One pension fund increased its holdings, specifically the Basic Pension Insurance Fund 1205 Combination, with an increase rate of 0.3% [2]

Group 1 - Tianfu Communication's stock increased by 5.08%, reaching 166.00 CNY per share, with a trading volume of 3.919 billion CNY and a turnover rate of 3.13%, resulting in a total market capitalization of 129.051 billion CNY [1] - Suzhou Tianfu Optical Communication Co., Ltd. was established on July 20, 2005, and went public on February 17, 2015. The company specializes in the research, design, high-precision manufacturing, and sales of optical passive devices, with 98.91% of its main business revenue coming from optical communication components [1] Group 2 - According to data, one fund under China Merchants Asset Management holds Tianfu Communication as a top ten heavy stock. The fund, China Merchants Core Advantage Mixed D (880006), held 6,860 shares in the second quarter, accounting for 1.78% of the fund's net value, with an estimated floating profit of approximately 55,100 CNY [2] - China Merchants Core Advantage Mixed D (880006) was established on January 23, 2025, with a latest scale of 12.2702 million CNY and a cumulative return of 20.53% since inception [2] - The fund manager, Li Chuan, has been in position for 272 days, with total fund assets of 30.7199 million CNY, achieving a best fund return of 19.76% and a worst fund return of 2.19% during his tenure [2]

Group 1 - TCL Technology's stock price has declined by 1.4% to 4.23 CNY per share, with a total market capitalization of 87.99 billion CNY and a trading volume of 2.547 billion CNY, reflecting a turnover rate of 3.29% [1] - The stock has experienced a cumulative decline of 6.21% over the past three days [1] - The company's main business segments include semiconductor display devices (67.26% of revenue), electronic product distribution (17.15%), and new energy photovoltaic and other silicon materials (15.66%) [1] Group 2 - According to data, a fund managed by China Merchants Asset Management holds TCL Technology as one of its top ten positions, with a reduction of 75,400 shares in the second quarter, now holding 136,300 shares, which accounts for 1.92% of the fund's net value [2] - The estimated floating loss for the fund today is approximately 8,178 CNY, with a total floating loss of 38,200 CNY during the three-day decline [2] - The fund, China Merchants Core Advantage Mixed D (880006), has a total scale of 12.27 million CNY and has achieved a return of 25.69% since its inception [2]

Group 1 - Cathay Group's stock increased by 5.02% to 12.76 CNY per share, with a trading volume of 164 million CNY and a turnover rate of 2.12%, resulting in a total market capitalization of 7.927 billion CNY [1] - The company, Jiangxi Cathay Group Co., Ltd., was established on December 8, 2006, and went public on November 11, 2016. Its main business involves the research, production, sales of civil explosive materials, and integrated blasting services [1] - The revenue composition of Cathay Group includes: industrial packaged explosives (33.66%), blasting engineering (19.40%), industrial detonating devices (17.38%), tantalum-niobium oxides (10.21%), and other segments [1] Group 2 - According to data, one fund under China Merchants Asset Management holds a significant position in Cathay Group, with the China Merchants Core Advantage Mixed Fund D (880006) holding 49,800 shares, accounting for 2.03% of the fund's net value, making it the fifth-largest holding [2] - The China Merchants Core Advantage Mixed Fund D was established on January 23, 2025, with a latest scale of 12.2702 million CNY and has achieved a return of 24.3% since inception [2] Group 3 - The fund manager of China Merchants Core Advantage Mixed Fund D is Li Chuan, who has been in the position for 246 days. The total asset size of the fund is 30.7199 million CNY, with the best return during his tenure being 22.88% and the worst return being -0.02% [3]

Group 1 - Tianfu Communication's stock price dropped by 5.03% to 210.98 CNY per share, with a trading volume of 6.536 billion CNY and a turnover rate of 3.89%, resulting in a total market capitalization of 164.019 billion CNY [1] - The company, Suzhou Tianfu Optical Communication Co., Ltd., was established on July 20, 2005, and went public on February 17, 2015. Its main business involves the research, design, high-precision manufacturing, and sales of optical passive devices, with 98.91% of its revenue coming from optical communication components [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under China Merchants Asset Management holds Tianfu Communication as a significant investment. The fund, China Merchants Core Advantage Mixed D (880006), held 6,860 shares in the second quarter, accounting for 1.78% of the fund's net value, ranking as the tenth largest heavy stock [2] - The fund has a total scale of 12.2702 million CNY and has achieved a return of 20.37% since its inception on January 23, 2025 [2] - The fund manager, Li Chuan, has been in position for 223 days, with the fund's total asset scale at 30.7199 million CNY, achieving a best return of 19.5% and a worst return of 8.08% during his tenure [2]

Group 1 - The core viewpoint of the news is that Guotai Group's stock has experienced a significant decline, with a drop of 5.04% on August 28, leading to a total market value of 7.498 billion yuan and a cumulative decline of 5.64% over four consecutive days [1] - Guotai Group, established on December 8, 2006, and listed on November 11, 2016, specializes in the research, production, and sales of civil explosive materials, as well as integrated blasting services [1] - The main business revenue composition includes: industrial packaging explosives (33.66%), blasting engineering (19.40%), industrial detonating devices (17.38%), tantalum-niobium oxides (10.21%), and other segments [1] Group 2 - From the perspective of fund holdings, one fund under China Merchants Asset Management has a significant position in Guotai Group, holding 49,800 shares, which accounts for 2.03% of the fund's net value [2] - The fund, named China Merchants Core Advantage Mixed D (880006), has reported a floating loss of approximately 31,900 yuan today, with a total floating loss of 37,800 yuan during the four-day decline [2] - The fund manager, Li Chuan, has been in position for 218 days, with the fund's total asset scale at 30.7199 million yuan and a historical return range between 5.87% and 13.99% during his tenure [2]