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，即财通先进制造智选混合发起A。本期较上一季未 再披露的公募基金共计112个，主要包括华夏中证1000ETF、广发中证1000ETF、国泰海通中证1000指 数增强A、鹏华成长智选混合A、富国中证1000ETF等。 2025年10月29日，中微半导(688380.SH)发布2025年第三季报。截至2025年10月28日，共有8个机构投资 者披露持有中微半导A股股份，合计持股量达2409.94万股，占中微半导总股本的6.02%。其中，机构投 资者包括顺为芯华(深圳)投资有限合伙企业(有限合伙)、宁波顺为至远创业投资合伙企业(有限合伙)、香 港中央结算有限公司、深圳市达晨财智创业投资管理有限公司-深圳市达晨创鸿私募股权投资企业(有限 合伙)、招商银行股份有限公司-南方科创板3年定期开放混合型证券投资基金、重庆新继企业管理合伙 企业(有限合伙)、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、财通先进制造 智选混合发起A，机构投资者合计持股比例达6.02% ...

Group 1 - The core point of the news is that Yiyi Co., Ltd. (001206.SZ) reported an increase in institutional ownership in its A-shares, reaching a total of 12.166 million shares held by 9 institutional investors, which accounts for 6.58% of the total share capital, reflecting a rise of 2.65 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, three new public funds disclosed their holdings in Yiyi Co., Ltd. this quarter, including GF Value Core Mixed A, China Europe Large Cap Value Mixed A, and Tongtai Huize Mixed A [2] - A total of 64 public funds were not disclosed in the current period compared to the previous quarter, including notable funds such as Huabao S&P China A-Share Dividend Opportunity ETF and Penghua Growth Smart Selection Mixed A [2] - Two new social security funds disclosed their holdings in Yiyi Co., Ltd., namely the National Social Security Fund 602 Portfolio and the National Social Security Fund 101 Portfolio [2]

Group 1 - On June 5, Penghua Fund announced the resignation of fund manager Bao Binghua from the Penghua Research-Driven Mixed Fund, with senior researcher Jiang Canhui taking over the role [2][3] - Bao Binghua will continue to manage other funds, including Penghua Growth Smart Selection Mixed and Penghua Research Smart Selection Mixed [2] - Bao Binghua has a background in management and has been with Penghua Fund since November 2016, managing multiple funds during his tenure [4] Group 2 - Under Bao Binghua's management since April 2019, the Penghua Research-Driven Mixed Fund achieved a total return of 26.87% and an annualized return of 3.96%, ranking 436th among 670 similar products [4][5] - The fund's asset size decreased from a peak of 14.83 billion yuan in 2020 to 2.71 billion yuan by the end of Q1 2025 [4] - Other funds managed by Bao Binghua showed significant performance divergence, with the Penghua Research Smart Selection Mixed achieving a return of 89.84% since May 2019, while the Penghua Growth Smart Selection Mixed A had a return of -18.69% since October 2020 [5] Group 3 - Jiang Canhui, the new fund manager, has no prior independent fund management experience and has been with Penghua Fund since June 2017 [6] - The latest net value of the Penghua Research-Driven Mixed Fund is 1.5706, with a daily increase of 0.1211% as of June 6 [6] - The entry of new fund managers like Jiang Canhui is seen as a potential driver for innovation and competition within the mutual fund industry, although market performance will determine the effectiveness of new strategies [6]