Group 1 - The core viewpoint of the news is that Guangsteel Gas has seen a significant increase in its stock price, rising by 5.2% to 10.93 CNY per share, with a trading volume of 156 million CNY and a market capitalization of 14.421 billion CNY as of September 5 [1] - Guangsteel Gas, established on September 11, 2014, and listed on August 15, 2023, focuses on the research, production, and sales of industrial gases, primarily electronic bulk gases, which account for 72.77% of its revenue [1] - The company's revenue composition also includes general industrial gases at 22.72% and other sources at 4.51% [1] Group 2 - In terms of major shareholders, the Invesco Great Wall Fund has entered the top ten circulating shareholders of Guangsteel Gas, holding 14.1906 million shares, which is 2.08% of the circulating shares, resulting in an estimated floating profit of approximately 7.6629 million CNY [2] - The Invesco Great Wall Electronic Information Industry Stock A Fund (010003) has achieved a year-to-date return of 26.11% and a one-year return of 71.4%, ranking 1121 out of 4222 and 766 out of 3795 respectively [2] - The fund manager, Yang Ruiwen, has a tenure of 10 years and 319 days, with the fund's total asset size at 23.991 billion CNY and a best return of 280.6% during his management [3] Group 3 - The Invesco Great Wall Electronic Information Industry Stock A Fund (010003) has increased its holdings in Guangsteel Gas by 111.36 thousand shares in the second quarter, making it the seventh largest holding in the fund, which represents 4.27% of the fund's net value [4]

Group 1 - Aojie Technology (688220.SH) released its 2024 annual report on April 8, 2025, with 234 institutional investors disclosing holdings of 247 million shares, accounting for 58.99% of the total share capital [1] - The top ten institutional investors include Alibaba (China) Network Technology Co., Ltd., Ningbo Jiexin Ruiwei Enterprise Management Partnership (Limited Partnership), and others, holding a combined 48.17% of shares, which is a decrease of 1.28 percentage points from the previous quarter [1] Group 2 - In the public fund sector, eight funds reported a decrease in holdings compared to the previous quarter, with a reduction rate of 1.79% [2] - A total of 217 new public funds were disclosed this period, including notable funds such as Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF and others [2]

Core Insights - Puyuan Precision Electric (688337.SH) reported its 2024 annual report, revealing that as of March 31, 2025, 257 institutional investors held a total of 121 million shares, accounting for 62.41% of the company's total equity [1] - The top ten institutional investors collectively held 47.83% of the shares, with a decrease of 2.08 percentage points compared to the previous quarter [1] Institutional Holdings - The number of institutional investors holding Puyuan Precision Electric shares increased to 257, with a total holding of 121 million shares [1] - The top ten institutional investors include various investment firms and funds, with the largest being Suzhou Puyuan Precision Electric Investment Co., Ltd. [1] - The proportion of shares held by the top ten institutional investors decreased by 2.08 percentage points from the last quarter [1] Public Fund Activity - One public fund, E Fund Active Growth Mixed Fund, increased its holdings, while eight public funds reduced their holdings, with a total decrease of 2.35% [2] - A total of 238 new public funds disclosed their holdings in Puyuan Precision Electric, indicating increased interest in the company [2] - Five public funds did not disclose their holdings in the current period, reflecting some turnover in investor interest [2] Social Security Fund - One social security fund, E Fund Management Co., Ltd. - Social Security Fund 17042 Portfolio, disclosed its holdings in Puyuan Precision Electric [2]