对于社保基金，本期新披露持有南极电商的社保基金共计1个，即全国社保基金一零七组合。。本期较 上一季未再披露的社保基金共计1个，即全国社保基金一一六组合。 2025年8月27日，南极电商(002127.SZ)发布2025年半年度报告。截至2025年8月27日，共有21个机构投 资者披露持有南极电商A股股份，合计持股量达3.35亿股，占南极电商总股本的13.65%。其中，前十大 机构投资者包括南极电商股份有限公司-第四期员工持股计划、吴江新民实业投资有限公司、上海丰南 投资中心(有限合伙)、全国社保基金一零七组合、中国工商银行股份有限公司-申万菱信新经济混合型证 券投资基金、香港中央结算有限公司、广州市昊盟计算机科技有限公司、申万菱信乐同混合A、申万菱 信乐享混合A、申万菱信兴乐优选混合A，前十大机构投资者合计持股比例达13.37%。相较于上一季 度，前十大机构持股比例合计下跌了1.54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，即申万菱信新经济混合A，持股增加占比 小幅上涨。本期较上一季度持股减少的公募基金共计2个，包括申万菱信兴乐优选混合A、长安优势行 业混合A，持股减少占比小幅下跌。本 ...

Group 1 - The core viewpoint of the news is that Kuaijishan (601579.SH) has reported its half-year results for 2025, highlighting significant institutional ownership and changes in fund holdings [1] - As of August 21, 2025, a total of 17 institutional investors hold 296 million shares of Kuaijishan, accounting for 61.68% of the total share capital [1] - The top ten institutional investors collectively hold 61.58% of the shares, with a slight decrease of 0.36 percentage points compared to the previous quarter [1] Group 2 - Among public funds, only one fund, the Wine ETF, increased its holdings, with an increase ratio of 0.10% compared to the previous period [1] - A total of 12 new public funds were disclosed this period, including several notable funds such as Hongli Consumer Dividend Index A and Galaxy Service Mixed A [1] - One public fund, Xin'ao Industry Preferred One-Year Holding Mixed A, was not disclosed in this period compared to the previous quarter [1] Group 3 - In terms of foreign investment, the Abu Dhabi Investment Authority is the only foreign institution that has not disclosed its holdings in this period compared to the previous quarter [2]

Group 1 - The fund aims to capture investment opportunities in the modern service sector as China transitions its economic development model, targeting stable returns that exceed the performance benchmark while strictly controlling investment risks [2][10]. - The fund's investment strategy includes asset allocation, industry selection, and stock picking within the defined modern service theme, with a focus on sectors such as consumer services and emerging consumption trends [2][10]. - The fund's performance benchmark is a combination of 70% of the CSI Service Industry Index return and 30% of the Shanghai Government Bond Index return [4][10]. Group 2 - As of the end of the reporting period, the total fund shares amounted to 156,994,467.89, with the A share net value at 1.7061 RMB and a growth rate of 13.91%, while the C share net value was 1.6845 RMB with a growth rate of 13.74% [2][10]. - The fund's asset allocation at the end of the reporting period consisted of 87.66% in stocks and 5.56% in bonds, indicating a strong focus on equity investments [12][10]. - The fund's performance over the past three months showed a net value growth rate of 13.91% for A shares and 13.74% for C shares, significantly outperforming the benchmark return of 2.13% [4][10]. Group 3 - The fund manager, Galaxy Fund Management Co., Ltd., has committed to managing the fund with principles of honesty, diligence, and responsibility, ensuring compliance with relevant laws and regulations [8][10]. - The fund has not engaged in any significant abnormal trading activities or conflicts of interest during the reporting period, maintaining fair treatment across different investment portfolios [9][10]. - The fund's investment portfolio did not include any stocks subject to trading restrictions or any significant holdings in convertible bonds or precious metals during the reporting period [13][10].