外资态度来看，本期较上一期持股增加的外资基金共计1个，即香港中央结算有限公司，持股增加占比 达0.36%。 2025年10月29日，慧翰股份(301600.SZ)发布2025年第三季报。截至2025年10月28日，共有8个机构投资 者披露持有慧翰股份A股股份，合计持股量达4086.21万股，占慧翰股份总股本的39.09%。其中，机构 投资者包括福建国脉集团有限公司、宜宾晨道新能源产业股权投资合伙企业(有限合伙)、上海上汽创业 投资中心(有限合伙)、福州开发区国有资产营运有限公司、香港中央结算有限公司、天虫资本管理有限 公司-天虫兴盛2号私募证券投资基金、招商银行股份有限公司-南方中证1000交易型开放式指数证券投 资基金、广发可选消费联接A，机构投资者合计持股比例达39.09%。相较于上一季度，机构持股比例合 计下跌了1.41个百分点。 公募基金方面本期较上一季度持股减少的公募基金共计1个，即南方中证1000ETF，持股减少占比小幅 下跌。本期较上一季度新披露的公募基金共计1个，即广发可选消费联接A。本期较上一季未再披露的 公募基金共计52个，主要包括华夏中证1000ETF、西部利得事件驱动股票A、广发中证1 ...

公募基金方面，本期较上一期持股增加的公募基金共计2个，包括华夏中证机器人ETF、天弘中证机器 人ETF，持股增加占比达0.35%。本期较上一季度新披露的公募基金共计3个，包括永赢半导体产业智选 混合发起A、西部利得事件驱动股票A、西部利得时代动力混合发起A。本期较上一季未再披露的公募 基金共计82个，主要包括金信稳健策略混合A、前海开源嘉鑫混合A、鹏华沪深港新兴成长混合A、广 发制造业精选混合A、中欧中证机器人指数发起A等。 2025年10月28日，华辰装备(300809.SZ)发布2025年第三季报。截至2025年10月27日，共有6个机构投资 者披露持有华辰装备A股股份，合计持股量达1315.81万股，占华辰装备总股本的5.19%。其中，机构投 资者包括海南信唐贸易合伙企业(有限合伙)、兴业银行股份有限公司-华夏中证机器人交易型开放式指数 证券投资基金、交通银行股份有限公司-永赢半导体产业智选混合型发起式证券投资基金、国泰海通证 券股份有限公司-天弘中证机器人交易型开放式指数证券投资基金、西部利得事件驱动股票A、西部利 得时代动力混合发起A，机构投资者合计持股比例达5.19%。相较于上一季度，机构持股比例 ...

公募基金方面，本期较上一期持股增加的公募基金共计3个，包括西部利得事件驱动股票A、西部利得 时代动力混合发起A、国泰智能汽车股票A，持股增加占比达0.36%。本期较上一季度持股减少的公募 基金共计1个，即国泰智能装备股票A，持股减少占比达0.38%。本期较上一季度新披露的公募基金共计 1个，即鹏华稳健回报混合A。本期较上一季未再披露的公募基金共计128个，主要包括国泰江源优势精 选灵活配置混合A、国泰致远优势混合、兴证全球合瑞混合A、兴全合兴混合A、国泰致和混合A等。 对于社保基金，本期较上一期持股增加的社保基金共2个，包括全国社保基金五零三组合、全国社保基 金一一一组合，持股增加占比达0.80%。 2025年10月28日，儒竞科技(301525.SZ)发布2025年第三季报。截至2025年10月27日，共有12个机构投 资者披露持有儒竞科技A股股份，合计持股量达1377.60万股，占儒竞科技总股本的14.61%。其中，前 十大机构投资者包括中国农业银行股份有限公司-国泰智能汽车股票型证券投资基金、上海宝思堂企业 管理合伙企业(有限合伙)、全国社保基金五零三组合、全国社保基金一一一组合、上海宝诗堂企业管理 合 ...

西部利得事件驱动股票A（671030）成立日期2018年9月26日，最新规模4.75亿。今年以来收益 64.53%，同类排名197/4220；近一年收益89.29%，同类排名15/3855；成立以来收益289.55%。 西部利得事件驱动股票A（671030）基金经理为张昌平。 从先锋精科十大流通股东角度 数据显示，西部利得基金旗下1只基金位居先锋精科十大流通股东。西部利得事件驱动股票A （671030）二季度新进十大流通股东，持有股数26.34万股，占流通股的比例为0.65%。根据测算，今日 浮亏损失约106.69万元。 截至发稿，张昌平累计任职时间4年344天，现任基金资产总规模15.68亿元，任职期间最佳基金回报 123.72%， 任职期间最差基金回报1.86%。 10月13日，先锋精科跌5%，截至发稿，报76.87元/股，成交6036.88万元，换手率1.86%，总市值155.57 亿元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，江苏先锋精密科技股 ...

Group 1 - The core viewpoint of the news is that Huihan Co., Ltd. (301600.SZ) has reported significant institutional investment, with 12 institutional investors holding a total of 42.39 million shares, representing 40.56% of the total share capital as of August 26, 2025 [1] - The top ten institutional investors collectively hold 40.50% of the shares, with a slight increase of 0.30 percentage points compared to the previous quarter [1] - The report highlights the presence of various institutional investors, including Fujian Guomai Group Co., Ltd. and Shanghai SAIC Venture Capital Center, among others [1] Group 2 - In the public fund sector, three public funds have increased their holdings, contributing to a slight rise in the overall holding percentage [2] - Three new public funds have been disclosed compared to the previous quarter, including Southern CSI 1000 ETF and Huaxia CSI 1000 ETF [2] - One foreign fund, Hong Kong Central Clearing Limited, has reduced its holdings, indicating a slight decline in foreign investment [2]

Group 1: HanShuo Technology - The company's performance is expected to decline in the first half of 2025 due to U.S. tariffs, customer order rhythm, and decreasing gross margins [1] - The difference between net profit and net profit after deducting non-recurring gains mainly comes from losses on foreign exchange forward contracts [1] - The company is focusing on technological innovation and expanding its IoT smart hardware and digital energy management business [1] - The North American market penetration is accelerating, and the company is expanding into other retail sectors in Europe [1] Group 2: Reap Bio - The comprehensive gross margin increased by 2.36 percentage points due to revenue scale expansion and product structure optimization [2] - The pet health segment showed steady growth, with a 17.94% year-on-year increase in revenue from the supply chain and bioproducts [2] - The raw material drug segment significantly improved, with a gross margin increase of 14 percentage points and a reduction in losses of over 10 million [2] Group 3: HeShun Technology - The company reported a revenue of 296 million in the first half of 2025, a year-on-year increase of 27.93%, but incurred a net loss of 14.31 million [3] - The revenue growth was primarily due to the production of the Renhe factory investment project, which increased depreciation and led to profit decline [3] - The company is transitioning its functional film business from solar backsheet films to window films [3] Group 4: ChaoHongJi - The company has launched high-weight series products to enhance customer unit price and will continue to focus on customer needs [4] - The online subsidiary's net profit increased by 70.64%, promoting the integration of online and offline sales [4] - As of June 30, the company had 1,540 stores, with a net increase of 72 stores, and opened locations in Kuala Lumpur, Thailand, and Cambodia [4] Group 5: TianFu Communication - The company achieved a revenue of 2.456 billion in the first half of 2025, a year-on-year increase of 57.84%, and a net profit of 899 million, up 37.46% [5] - The growth in active business is driven by the increased delivery of high-speed active products [5] - The company is expanding its production capacity in Thailand, with the first phase already in operation [5]