Core Viewpoint - Dongmu Co., Ltd. has seen a stock price increase of 7.28% over the past four days, closing at 31.25 CNY per share with a market capitalization of 19.731 billion CNY [1] Company Overview - Dongmu New Materials Group Co., Ltd. is located in Ningbo, Zhejiang Province, established on July 11, 1994, and listed on May 11, 2004 [1] - The company specializes in powder metallurgy structural parts, primarily used in the automotive sector, household refrigeration compressors, motorcycles, power tools, office machinery, and construction machinery [1] - Revenue composition includes: powder pressing forming 43.04%, metal injection molding 41.18%, soft magnetic composite materials 15.16%, and others 0.61% [1] Shareholder Analysis - E Fund's "Quality Momentum Three-Year Holding Mixed A" fund (014562) is among the top ten circulating shareholders of Dongmu Co., Ltd., having reduced its holdings by 324,300 shares in Q3, now holding 5.1246 million shares, representing 0.83% of circulating shares [2] - The fund has realized a floating profit of approximately 2.2036 million CNY today and 10.8642 million CNY during the four-day stock price increase [2] - The fund was established on July 7, 2022, with a current scale of 5.486 billion CNY, achieving a year-to-date return of 70.3% [2] Fund Performance - E Fund's "Reform Dividend Mixed" fund (001076) has also reduced its holdings in Dongmu Co., Ltd. by 948,300 shares in Q3, now holding 1.7039 million shares, which accounts for 3.18% of the fund's net value [4] - The fund has realized a floating profit of approximately 732,700 CNY today and 3.6123 million CNY during the four-day stock price increase [4] - The fund was established on April 23, 2015, with a current scale of 1.771 billion CNY, achieving a year-to-date return of 78.67% [4]

Core Insights - Kunheng Shunwei (688283.SH) reported its Q3 2025 results, revealing that as of October 28, 2025, four institutional investors held a total of 28.2434 million shares, representing 23.19% of the company's total equity [1] - The institutional holding percentage increased by 13.65 percentage points compared to the previous quarter [1] Institutional Investors - The institutional investors include Minsheng Securities - Wu Jiangnian - Minsheng Securities Tianyi Select Private Asset Management Plan No. 2, Minsheng Securities - Bank of China - Minsheng Securities Tianyi Flexible Allocation No. 6 Collective Asset Management Plan, Guotai Fund Management Co., Ltd. - Social Security Fund 2103 Portfolio, and Guotai Jiatai Stock Special Pension Product - China Merchants Bank Co., Ltd. [1] - The total institutional holding percentage stands at 23.19% [1] Public Funds - A total of 54 public funds were disclosed this period, including E Fund Strategic Emerging Industries Stock A, Fuguo New Vitality Flexible Allocation Mixed A, E Fund Quality Momentum Three-Year Holding Mixed A, and others [1] Social Security Funds - One social security fund increased its holdings compared to the previous period, specifically Guotai Fund Management Co., Ltd. - Social Security Fund 2103 Portfolio, with an increase of 0.43% [1]

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]

Core Viewpoint - Dongmu New Materials Group Co., Ltd. has shown a significant stock price increase of 5.09% as of September 17, with a current share price of 32.00 CNY and a total market capitalization of 20.204 billion CNY [1] Company Overview - Dongmu New Materials Group Co., Ltd. is located in Ningbo, Zhejiang Province, established on July 11, 1994, and listed on May 11, 2004. The company specializes in powder metallurgy structural parts, primarily used in the automotive sector, household refrigeration compressors, motorcycles, power tools, office machinery, and construction machinery [1] - The revenue composition of the company includes: powder pressing forming 43.04%, metal injection molding 41.18%, soft magnetic composite materials 15.16%, and others 0.61% [1] Shareholder Insights - E Fund's "Quality Momentum Three-Year Holding Mixed A" fund (014562) is among the top ten circulating shareholders of Dongmu, having increased its holdings by 432,600 shares in Q2, now holding 5.4489 million shares, which is 0.88% of the circulating shares. The estimated floating profit today is approximately 8.4458 million CNY [2] - The fund was established on July 7, 2022, with a current size of 7.837 billion CNY. Year-to-date returns are 57.46%, ranking 559 out of 8172 in its category, while the one-year return is 83.29%, ranking 1001 out of 7980 [2] Fund Performance - E Fund's "Reform Dividend Mixed" fund (001076) has also increased its holdings in Dongmu by 733,200 shares in Q2, now holding 2.6522 million shares, which constitutes 3.35% of the fund's net value. The estimated floating profit today is around 4.1109 million CNY [4] - This fund was established on April 23, 2015, with a current size of 1.611 billion CNY. Year-to-date returns are 63.26%, ranking 424 out of 8172, while the one-year return is 99.18%, ranking 532 out of 7980 [4]

Core Viewpoint - Nasda's semi-annual report for 2025 indicates a significant institutional investment, with 22 institutional investors holding a total of 641 million shares, representing 45.07% of the total share capital [1] Institutional Investment - The top ten institutional investors collectively hold 41.41% of Nasda's shares, with a 0.91 percentage point increase from the previous quarter [1] - Major institutional investors include Zhuhai Saina Technology Co., Ltd., Hong Kong Central Clearing Limited, and various funds managed by E Fund and China Construction Bank [1] Public Fund Activity - Three public funds increased their holdings, with a total increase of 0.13%, while seven public funds decreased their holdings, with a total decrease of 0.32% [2] - New public funds disclosed during this period include E Fund CSI 300 ETF and Zhongjin New Star Stock A [2] - Nineteen public funds were not disclosed in this period, indicating a potential shift in investment strategies [2] Pension Fund Perspective - One pension fund, the Basic Pension Insurance Fund 1205 Combination, increased its holdings by 0.3% [2] Foreign Investment Attitude - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.25% [2]

Core Viewpoint - Chujiang New Materials Co., Ltd. experienced a significant stock drop, reaching the daily limit down on April 7, 2025, indicating potential investor concerns about the company's performance and market conditions [1]. Company Overview - Chujiang New Materials was founded in 1999 and is headquartered in Wuhu, Anhui Province. The company was listed on the Shenzhen Stock Exchange in September 2007 [1]. Shareholder Activity - Two funds managed by E Fund Management entered the top ten shareholders of Chujiang New Materials in the first quarter of 2025, acquiring a combined holding of 1.8% [1]. - The two funds are E Fund Quality Momentum Three-Year Holding Mixed A and E Fund National Defense and Military Industry Mixed A [1]. Fund Performance - E Fund Quality Momentum Three-Year Holding Mixed A reported a year-to-date return of -4.57%, ranking 1458 out of 4303 in its category [1]. - E Fund National Defense and Military Industry Mixed A had a year-to-date return of -5.03%, ranking 1634 out of 4303 [1]. Fund Management - The fund managers for the aforementioned E Fund products are Chen Hao and He Chongkai, both holding master's degrees in management [3][4]. - Chen Hao has over 12 years of experience in fund management and currently serves as the General Manager of the Investment Department at E Fund Management [4].

Group 1 - Zhuhai Guanyu (688772.SH) released its 2024 annual report on March 31, 2025, with 241 institutional investors holding a total of 645 million shares, accounting for 57.18% of the total share capital [1] - The top ten institutional investors collectively hold 47.63% of the shares, with a decrease of 0.40 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, five funds increased their holdings, with an increase rate of 0.14%, while six funds decreased their holdings, with a decrease rate of 0.81% [2] - A total of 198 new public funds were disclosed this period, while 26 funds were no longer disclosed compared to the previous quarter [2] - The only social security fund that increased its holdings was the National Social Security Fund 406 portfolio, with an increase rate of 0.24% [2]