公募基金方面，本期较上一期持股增加的公募基金共计1个，即医疗器械ETF，持股增加占比达0.21%。 本期较上一季未再披露的公募基金共计46个，主要包括国金量化多因子A、易方达中证万得生物科技指 数(LOF)A、国金量化精选A、景顺长城创业板综指增强A、中证2000等。 2025年10月29日，凯普生物(300639.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 者披露持有凯普生物A股股份，合计持股量达2.82亿股，占凯普生物总股本的43.69%。其中，机构投资 者包括香港科技创业股份有限公司、云南众合之企业管理有限公司、深圳国调招商并购股权投资基金合 伙企业(有限合伙)、云南炎辰企业管理有限公司、招商银行股份有限公司-永赢中证全指医疗器械交易型 开放式指数证券投资基金、港大科桥有限公司，机构投资者合计持股比例达43.69%。相较于上一季 度，机构持股比例合计上涨了0.13个百分点。 ...

公募基金方面，本期较上一期持股增加的公募基金共计1个，即医疗器械ETF，持股增加占比达0.21%。 本期较上一季未再披露的公募基金共计33个，主要包括易方达中证万得生物科技指数(LOF)A、中证 2000、申万菱信创业板量化精选A、招商中证全指医疗器械ETF、汇添富国证2000指数增强A等。 2025年10月29日，美康生物(300439.SZ)发布2025年第三季报。截至2025年10月28日，共有2个机构投资 者披露持有美康生物A股股份，合计持股量达4141.16万股，占美康生物总股本的10.78%。其中，机构 投资者包括宁波美康盛德投资咨询有限公司、招商银行股份有限公司-永赢中证全指医疗器械交易型开 放式指数证券投资基金，机构投资者合计持股比例达10.78%。相较于上一季度，机构持股比例合计上 涨了0.03个百分点。 ...

Group 1 - Zhenghai Biological (300653.SZ) released its Q3 2025 report on October 25, 2025, indicating that as of October 24, 2025, six institutional investors disclosed holdings in Zhenghai Biological A-shares, totaling 21.9322 million shares, which accounts for 12.18% of the total share capital [1] - The institutional investors include Longwood Biotechnologies Inc., Jiaxing Zhenghai Venture Capital Partnership (Limited Partnership), Industrial and Commercial Bank of China - Dongfanghong New Power Flexible Allocation Mixed Securities Investment Fund, and others, with a total institutional holding ratio increasing by 0.33 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four public funds increased their holdings compared to the previous period, including Dongfanghong New Power Mixed A, Medical Device ETF, and others, with an increase in holding ratio of 0.94% [2] - A total of 43 public funds did not disclose their holdings in this period compared to the previous quarter, including Taiping Fenghe One-Year Open-Ended Bond Initiated Fund, Dongfanghong Zhihua Three-Year Holding Mixed A, and others [2]

Core Viewpoint - The report highlights the performance and management of the Yongying CSI All-Share Medical Device ETF Fund for the second quarter of 2025, emphasizing its investment strategy, financial metrics, and market outlook for the medical device industry. Fund Overview - The fund aims to closely track the performance of the CSI All-Share Medical Device Index, with a total fund share of 470,599,906.92 as of the report date [1]. - The fund operates as an open-ended ETF and was established on November 22, 2021 [1]. Financial Performance - The net asset value (NAV) for the Yongying CSI All-Share Medical Device ETF Initiating Link A was 0.6086 RMB, with a net value growth rate of -0.26% during the reporting period [5]. - For the same period, the performance benchmark yielded a return of -0.89% [5]. - The NAV for the Yongying CSI All-Share Medical Device ETF Initiating Link C was 0.6043 RMB, with a net value growth rate of -0.31% [5]. Investment Strategy - The fund primarily employs an index investment strategy, investing in the target ETF to achieve close tracking of the benchmark index [5]. - The fund's investment strategy includes stock investment, bond investment, and asset-backed securities investment, among others [1]. Market Outlook - The medical device sector is expected to see significant performance improvements in the third quarter, driven by high growth rates in bidding data since November 2024 and supportive government policies for high-end medical devices [4]. - The integration of AI technologies in medical devices is anticipated to enhance innovation and market competitiveness [4]. Management Report - The fund management adheres to strict compliance with investment regulations and maintains a disciplined investment research and decision-making process [3]. - The management emphasizes fair trading practices and has not encountered any significant violations of fair trading during the reporting period [4]. Fund Share Changes - The total shares for Yongying CSI All-Share Medical Device ETF Initiating Link A increased from 131,880,539.89 to 133,505,066.16 during the reporting period [7]. - For Initiating Link C, shares rose from 328,466,280.74 to 337,094,840.76 [7]. Other Important Information - There were no single investors holding more than 20% of the fund shares during the reporting period [7].