公募基金方面，本期较上一季未再披露的公募基金共计7个，主要包括上证综指ETF、招商中证2000指 数增强A、富荣福耀混合A、工银聚享混合A、新华中小市值优选混合等。 外资态度来看，本期较上一季未再披露的外资机构即UBS AG。 2025年10月30日，时空科技(605178.SH)发布2025年第三季报。截至2025年10月29日，共有5个机构投资 者披露持有时空科技A股股份，合计持股量达605.54万股，占时空科技总股本的6.11%。其中，机构投 资者包括建信基金-太平人寿保险有限公司-非分红保险产品-建信基金-太平人寿1号单一资产管理计划、 MORGAN STANLEY & CO. INTERNATIONAL PLC.、中信证券资产管理(香港)有限公司-客户资金、建 信基金-建设银行-中国建设银行股份有限公司工会委员会员工股权激励理事会、北京新时空科技股份有 限公司-2023年员工持股计划，机构投资者合计持股比例达6.11%。相较于上一季度，机构持股比例合计 上涨了3.72个百分点。 ...

外资态度来看，本期较上一季未再披露的外资机构包括BARCLAYS BANK PLC、UBS AG。 2025年10月30日，如意集团(002193.SZ)发布2025年第三季报。截至2025年10月29日，共有4个机构投资 者披露持有如意集团A股股份，合计持股量达8019.88万股，占如意集团总股本的30.64%。其中，机构 投资者包括山东如意科技集团有限公司、山东如意毛纺集团有限责任公司、中国东方资产管理股份有限 公司、金鹰基金-浦发银行-方正东亚信托有限责任公司，机构投资者合计持股比例达30.64%。相较于上 一季度，机构持股比例合计下跌了1.65个百分点。 公募基金方面，本期较上一季未再披露的公募基金共计5个，包括鹏扬中证A500指数增强A、新华中小 市值优选混合、国联鑫起点混合A、汇泉启元未来混合发起式A、江信同福A。 ...

2025年10月29日，奥雅股份(300949.SZ)发布2025年第三季报。截至2025年10月28日，共有6个机构投资 者披露持有奥雅股份A股股份，合计持股量达998.98万股，占奥雅股份总股本的16.56%。其中，机构投 资者包括深圳奥雅和力投资管理企业(有限合伙)、深圳奥雅合嘉投资管理企业(有限合伙)、深圳市希华 欣投资发展有限公司、中国工商银行股份有限公司-中信保诚多策略灵活配置混合型证券投资基金 (LOF)、J.P.Morgan Securities PLC-自有资金、中信证券资产管理(香港)有限公司-客户资金，机构投资者 合计持股比例达16.56%。相较于上一季度，机构持股比例合计上涨了0.73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，即中信保诚多策略混合(LOF)A。本期较上 一季未再披露的公募基金共计3个，包括新华中小市值优选混合、华夏中证A500指数增强A、华夏鼎淳 债券A。 外资态度来看，本期较上一季度新披露的外资机构有 2 家 ，包括J.P.Morgan Securities PLC-自有资金、 中信证券资产管理(香港)有限公司-客户资金。本期较上一季未再披露的 ...

Core Insights - 麦趣尔 (002719.SZ) reported its Q3 2025 financial results, indicating a significant presence of institutional investors holding 32.21% of the total shares [1] Institutional Holdings - As of October 26, 2025, eight institutional investors disclosed their holdings in 麦趣尔, totaling 56.08 million shares [1] - The institutional ownership increased by 0.97 percentage points compared to the previous quarter [1] Public Fund Holdings - One public fund, 诺安多策略混合A, increased its holdings, contributing an additional 0.21% to the total [1] - Five public funds that were not disclosed in the previous quarter include 华泰柏瑞中证2000指数增强A, 新华中小市值优选混合, 工银聚享混合A, 西部利得量化优选一年持有期混合A, and 中信建投远见回报A [1]

10月24日，兰剑智能涨5.1%，截至发稿，报38.11元/股，成交7275.16万元，换手率1.90%，总市值39.13 亿元。 资料显示，兰剑智能科技股份有限公司位于山东省济南市高新区龙奥北路909号海信龙奥九号1号楼19 层，成立日期2001年2月23日，上市日期2020年12月2日，公司主营业务涉及从事智能仓储物流自动化系 统的研发、设计、生产、销售及服务。主营业务收入构成为：机器人智慧物流系统94.22%，运营维护 服务3.43%，代运营2.28%，其他(补充)0.07%，技术咨询规划服务0.01%。 从基金十大重仓股角度 数据显示，新华基金旗下1只基金重仓兰剑智能。新华中小市值优选混合（519097）二季度持有股数 1.58万股，占基金净值比例为0.81%，位居第六大重仓股。根据测算，今日浮盈赚取约2.92万元。 新华中小市值优选混合（519097）成立日期2011年1月28日，最新规模5798.37万。今年以来收益 44.21%，同类排名1164/8154；近一年收益36.82%，同类排名1541/8025；成立以来收益360.04%。 新华中小市值优选混合（519097）基金经理为王永明。 截 ...

Group 1 - The core viewpoint of the news is that Aoya Design Co., Ltd. has seen a significant increase in its stock price, rising by 5.25% to 43.47 CNY per share, with a total market capitalization of 2.622 billion CNY [1] - Aoya's main business involves landscape design and EPC contracting, with revenue composition being 50.01% from comprehensive cultural tourism, 42.62% from landscape design, and 7.37% from other sources [1] - The company is located in Shenzhen, Guangdong Province, and was established on December 14, 2001, with its listing date on February 26, 2021 [1] Group 2 - Xinhua Fund has a significant holding in Aoya, with its Xinhua Small and Medium-sized Value Selection Mixed Fund (519097) holding 11,100 shares, representing 0.86% of the fund's net value, making it the second-largest holding [2] - The fund has achieved a year-to-date return of 40.61%, ranking 1406 out of 8174 in its category, and a one-year return of 55.91%, ranking 2419 out of 7981 [2] - The fund manager, Wang Yongming, has been in position for 8 years and 210 days, with the fund's total asset size at 266 million CNY [3]

Group 1 - The core viewpoint of the news is that Aoya Co., Ltd. experienced a decline in stock price, with a drop of 5.03% to 40.19 CNY per share, resulting in a total market capitalization of 2.425 billion CNY [1] - Aoya Co., Ltd. is primarily engaged in landscape design and EPC contracting, with revenue composition being 50.01% from comprehensive cultural tourism, 42.62% from landscape design, and 7.37% from other sources [1] Group 2 - Xinhua Fund has a significant holding in Aoya Co., Ltd., with its Xinhua Small and Medium-sized Value Selection Mixed Fund (519097) holding 11,100 shares, accounting for 0.86% of the fund's net value, making it the second-largest holding [2] - The Xinhua Small and Medium-sized Value Selection Mixed Fund has achieved a year-to-date return of 38.18% and a one-year return of 45.94%, ranking 1063 out of 8191 and 2646 out of 7967 respectively in its category [2]

Group 1 - Small-cap stocks have shown significant performance since the second quarter, with indices like the CSI 1000 and CSI 2000 outperforming larger indices such as the CSI 300 [1][2] - From June 20 to August 7, the CSI 1000 index increased by 14.38%, while the CSI 2000 index rose by 15.70%, indicating a strong rebound in small-cap stocks [1] - Equity funds have increased their allocation to small-cap stocks by 1.5% by the end of the second quarter, with small-cap funds seeing a net value increase of 4.19% [1] Group 2 - Small-cap equity assets remain attractive due to declining risk-free rates and a favorable valuation premium compared to the CSI 300 index [2] - There is a significant cognitive bias between the growth potential of many small-cap companies and their current market pricing, suggesting room for value appreciation [2] - The current market liquidity environment supports valuation recovery for small-cap equities, with expectations for further upward adjustments as risk-free rates decline [2] Group 3 - The "specialized, refined, distinctive, and innovative" direction is highlighted as a key area for investment, focusing on sectors like automotive, home appliances, mining, innovative pharmaceuticals, electronics, and AI [3][4] - The emergence of a "engineer dividend" is expected to enhance the global competitiveness of Chinese companies, with a focus on those that can benefit from this trend [3] - The fund managers emphasize the importance of identifying companies with long-term competitive advantages in high-end manufacturing and core components, aligning with China's economic transformation [4]

Group 1 - Action Education (605098.SH) reported its 2024 annual report on April 15, 2025, with 101 institutional investors holding a total of 45.6261 million shares, representing 38.26% of the total share capital [1] - The top ten institutional investors collectively hold 35.89% of the shares, with a decrease of 1.99 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two funds increased their holdings, while five funds decreased their holdings, with a reduction rate of 0.11% [2] - A total of 87 new public funds were disclosed this period, including several notable funds [2] - One social security fund was not disclosed this period, specifically the China International Capital Corporation - Social Security Fund 2008 Portfolio [2] Group 3 - In the insurance sector, one insurance fund increased its holdings, while one new insurance investor was disclosed this period [2]