（原标题：超80只权益基金年内业绩翻番，机构、基金公司员工"持基"全揭秘） 随着市场行情回暖、资金活跃度提升，权益类基金的赚钱效应正在凸显。Wind数据显示，截至9月18日，超97%的权益类基金今年实现正收益， 其中81只基金实现业绩翻番。偏股基金指数、股票基金指数均创近三年新高，年内涨幅超过26%，近一年来涨幅超过55%。 不过，全市场权益类基金众多，不妨看看机构、基金管理公司和公司内部员工的"作业"怎么做。 21财经·南财快讯记者梳理上半年公募基金持有人结构发现，以上三类主体基金各有不同布局偏好。具体来看，机构资金重金"押注"沪深300ETF， 同时大量加仓港股通科技主题ETF；基金公司真金白银加仓旗下养老FOF，以自有资金自购传递对长期布局的信心；基金公司员工持仓则兼顾价 值与成长风格，对行业ETF联接产品关注升温。 2025年上半年机构投资者持有权益基金情况 看机构投资者持有金额： 机构重金"押注"沪深300ETF 2025年上半年，宽基ETF成为机构们重金持有的主流。截至上半年末，机构投资者持有金额最高的20只权益类基金均为ETF产品，且宽基ETF占据 绝大多数。 其中，机构持有金额排名前四的基金均 ...

Company Developments - Arc'teryx issued an apology regarding its fireworks incident in the Himalayas and stated that it will implement timely and effective remedial measures. Arc'teryx is a core brand under Amer Sports, which was acquired by Anta Group in 2019 [9] - Sunflower plans to acquire 100% equity of high-end semiconductor materials company Xipu Materials and other assets, with its stock set to resume trading on September 22 [10] - Zhenray Technology's actual controller and chairman, Yu Faxin, has been subjected to detention measures [11] - Changfei Fiber announced that DrakaComteq B.V. reduced its holdings in the company by 5% through block trading on September 19 [12] - UBTECH Robotics signed a global strategic cooperation agreement with Yunzhihui Technology, further clarifying their roles in humanoid robot research, manufacturing, and global market promotion [13] Industry Insights - The State Administration for Market Regulation announced on September 21 that the State Council's Food Safety Office and other departments will accelerate the formulation of national standards for prepared dishes and promote the explicit use of prepared dishes in the catering sector [3] - According to data from the Civil Aviation Administration of China, in August, the total transportation turnover of China's civil aviation reached 151.8 billion ton-kilometers, a year-on-year increase of 8%, marking a historic high by surpassing 150 billion ton-kilometers for the first time [4] - The National Energy Administration revealed that since the 14th Five-Year Plan, China has put into operation pumped storage power stations exceeding 30 million kilowatts. As of now, the total installed capacity of pumped storage power stations has reached 62.365 million kilowatts, achieving the target of 62 million kilowatts set in the 14th Five-Year Plan [5] - The China Federation of Logistics and Purchasing's Pharmaceutical Logistics and Supply Chain Committee estimates that the total cost of pharmaceutical logistics in China will exceed 50 billion yuan in the first half of 2025, with cold chain logistics costs in the pharmaceutical sector expected to exceed 13.5 billion yuan [5]

智慧农业正在成为发展农业新质生产力的重要抓手。政策层面，2025年中央一号文件提出，支持发展智 慧农业，拓展人工智能、数据、低空等技术应用场景。此外，《农业农村部关于大力发展智慧农业的指 导意见》《全国智慧农业行动计划（2024—2028年）》等也为智慧农业发展提供了明确指导与支持。企 业层面，越来越多的农业科技企业，正在依托人工智能等新兴技术赋能农业生产，实现水肥一体化、精 准灌溉等智慧农业应用场景的深化与拓展。 成立于2019年的麦麦科技集团（简称麦麦科技）是用科技赋能农业产业与消费的智慧生态平台，总部位 于北京中关村核心园。近日，麦麦科技宣布完成Pre-A轮融资，募资金额超过1亿元，估值规模超过11亿 元。作为首个农业AI方向国家级专精特新"小巨人"企业，麦麦科技连续五年实现200%的营收和净利润 增长，研发的作物生长模型涵盖15个大品类200多个小品类近千个垂直场景。 南方财经 21世纪经济报道记者舒晓婷 一家初创企业何以在智慧农业赛道形成竞争优势？长远来看，中国农业加快智慧转型可能需要解决哪些 痛点？ 围绕上述话题，21世纪经济报道记者近日对麦麦科技集团创始人、董事长兼CEO李楠进行了专 访。 李楠 ...

Group 1 - The core viewpoint of the article highlights the IPO of Aomeisen (920080.BJ), a specialized manufacturer of intelligent equipment, focusing on the development, design, production, and sales of smart production devices and lines, which are crucial for automation and efficiency in various industries [1] - Aomeisen has established itself in heat exchange and pipeline processing technology since its founding in 2003, with key products including intelligent equipment for heat exchangers and pipeline processing, as well as customized intelligent devices for environmental protection and renewable energy sectors [1] - The company has achieved international and domestic recognition for its technological advancements, with projects reaching international advanced levels in digital design and manufacturing of heat exchanger equipment and integrated CNC pipeline processing technology [1] Group 2 - Aomeisen maintains long-term stable partnerships with major domestic and international electrical appliance manufacturers, including Gree Electric, Midea Group, and Panasonic, among others [2] - The company is actively expanding into environmental protection, wind power, and lithium battery new energy sectors, with notable products such as SRF/RDF production line equipment and lithium battery thermal pressing equipment [2] - Despite some success in new business development, Aomeisen acknowledges potential risks in expanding its business, particularly in entering new application fields due to customer resource barriers and technology validation challenges [2] Group 3 - From 2022 to 2024, Aomeisen's government subsidies accounted for significant portions of its total profit, with amounts of 7.67 million, 6.55 million, and 2.09 million yuan, representing 41.28%, 12.08%, and 3.31% of total profit respectively [3] - The company warns that a reduction in government support for its industry could lead to decreased subsidies, impacting future operational performance [3]

Core Viewpoint - Four A-share companies, including Fudan Fuhua, Creative Information, Juewei Food, and Sike Rui, announced that their stocks will be suspended for one day and will implement other risk warnings due to false financial disclosures in their annual reports [1][2][3][5][6]. Group 1: Fudan Fuhua - Fudan Fuhua reported false financial records across three annual reports, with a total of 53.24 million yuan in understated revenue and 81.07 million yuan in inflated total profit [1][2]. - The company was fined 4 million yuan and received warnings for its violations, with penalties imposed on six responsible individuals ranging from 500,000 to 1 million yuan [2]. Group 2: Creative Information - Creative Information was penalized for recognizing revenue improperly, leading to an overstatement of revenue by 389.64 million yuan in 2022 and 124.70 million yuan in the first half of 2023 [3][4]. - The company will face a 4 million yuan fine and warnings for its actions, with penalties for four responsible individuals ranging from 700,000 to 1.5 million yuan [3][4]. Group 3: Juewei Food - Juewei Food failed to recognize franchise renovation income from 2017 to 2021, resulting in understated revenue by up to 5.48% in certain years [5][6]. - The company is subject to a 4 million yuan fine and warnings, with penalties for three responsible individuals ranging from 1 million to 200,000 yuan [6]. Group 4: Sike Rui - Sike Rui's 2022 annual report contained false records, inflating revenue by 996,040 yuan and total profit by 700,540 yuan [7]. - The company will be fined 2 million yuan and face warnings, with penalties for four responsible individuals ranging from 800,000 to 1.2 million yuan [7].

Group 1: Government Policies and Regulations - The State Council meeting emphasized the implementation of domestic product standards in government procurement as a significant measure to improve the procurement system and ensure fair competition for all business entities [1] - The National Healthcare Security Administration announced the optimization of price difference control "anchor points" for the 11th batch of centralized procurement, moving away from simply selecting the lowest bid to ensure fair pricing [1] Group 2: Industry Development Plans - The Ministry of Industry and Information Technology is preparing the "14th Five-Year" new battery industry development plan to prevent low-level repeated construction and strengthen industrial planning [2] - The report from China Galaxy Securities highlights four investment opportunities in the construction industry during the "14th Five-Year" period, focusing on urban renewal and infrastructure demand driven by global industrial transfer [8] Group 3: Market Trends and Performance - The State Administration of Foreign Exchange reported stable net inflows in goods trade and overall net foreign investment in domestic stocks and bonds, indicating a balanced foreign exchange market [3] - Zhongyuan Securities noted that domestic manufacturers are making significant advancements in computing power chips, with companies like Alibaba and Huawei leading the market, suggesting a positive outlook for China's AI and computing industry [9]

9月22日，有一只新股申购，为北交所的奥美森（920080.BJ）。该公司是专业的智能装备制造生产商， 主要从事智能生产设备及生产线的研发、设计、生产、销售，公司产品可广泛应用于电器、环保、风电 和锂电新能源及其他行业等领域，是实现生产自动化、智能化和高效化的关键装备。 部数控铣削机等）。 技术储备上，奥美森作为牵头单位完成的"换热器成套装备数字化设计制造关键技术及应用"项目于2020 年8月经广东省机械工程学会鉴定达到国际先进水平、"一体化数控管道加工关键技术及装备研究与产业 化"项目于2016年5月经中山市科学技术局鉴定达到国内领先水平；公司参与的"基于细径管换热的高效 空调器设计与制造关键技术及产业化"项目于2018年12月经中国轻工业联合会鉴定达到国际领先水平。 客户资源方面，奥美森与国内外主要电器生产企业如格力电器、美的集团、奥克斯、海信家电、TCL家 电、四川长虹、大金空调、松下电器、江森自控、特灵、开利、富士通将军、三菱重工海尔等保持长期 稳定合作关系。 除了传统产品外，奥美森还积极拓展至环保、风电和锂电新能源及其他行业领域，代表性产品如垃圾衍 生燃料SRF/RDF生产线成套设备、锂电池热压整形 ...

针对日前蔡国强烟花秀引发广泛关注，"云端珠峰"21日凌晨发布情况通报： 9月20日，《蔡国强：升龙》烟花秀视频在网络发布后，引发网民关注。日喀则市委、市政府高度重视，已成立调查组第一时间赶赴现场核查，后续将根 据核查结果依法依规处理。 9月19日下午，户外运动品牌始祖鸟联手艺术家蔡国强在西藏喜马拉雅山脉江孜热龙地区（海拔约5500米）举办名为"升龙"的烟火表演，引发了一系列关 于环境保护方面的争议，目前始祖鸟各平台账号均已删除与本次活动相关的宣传内容。 根据品牌此前发出的相关宣传物料显示，"本次艺术创作所有活动均在科学评估和严格指导下进行，秉持对自然最大的敬畏。创作使用的是环保材料，所 选用的彩色粉为生物可降解材料"，会最大化减少烟花爆破对区域环境造成的负面影响。 但有质疑声音认为，在高山草甸大规模燃放烟花对环境造成的负面影响事实上较难被控制。有环保从业者向记者表示："高原生态系统复杂、脆弱，大型 爆炸会破坏石头上的真菌，而恰恰是真菌和苔藓造就了高原土壤，大量植物和真菌形成共生根系统才能生存"。 另据《烟花爆竹安全管理条例》第三十条规定，"禁止在山林、草原等重点防火区燃放烟花爆竹"，而本次活动举办的江孜县隶属 ...

今年第18号台风"桦加沙"已于今天（21日）上午加强为超强台风级，上午8点钟其中心位于菲律宾马尼 拉东偏北方向约740公里的西北太平洋洋面上。预计，"桦加沙"将以每小时15-20公里的速度继续向西偏 北方向移动，强度还将有所增强，最强可达17级以上（62米/秒），22日穿过巴士海峡后，将于23日凌 晨进入南海东北部海面，并将在24日凌晨至下午在广东沿海登陆，预计登陆时强度可达强台风级或超强 台风级（14-16级，45-52米/秒）。之后，"桦加沙"将穿过雷州半岛进入北部湾海面，强度逐渐减弱。 ...

Group 1 - The "Science Exploration Award" is the highest monetary youth science talent funding project in China, providing each of the 50 awarded scientists with a total of 3 million yuan over five years [1][2] - The award has funded 347 scientists over the past seven years, with a notable increase in younger recipients, including 6 "post-90s" scientists [2][5] - The research areas of this year's awardees include cutting-edge fields such as artificial retinal light sensitivity repair, non-Abelian anyon generation and manipulation, and searching for life markers in Martian rock paint [3][4] Group 2 - China's basic research funding is projected to reach 249.7 billion yuan in 2024, a growth of over 70% compared to 2020, with significant achievements in quantum technology, life sciences, and material sciences [1][6] - The current funding structure shows that most basic research funding comes from the central government, with relatively low contributions from enterprises and society [1][6] - Major companies like Tencent, Alibaba, and Xiaomi are increasingly involved in funding basic research, providing a more flexible and long-term financial support model [6][7] Group 3 - The "Future Science Prize," established in 2016, rewards outstanding scientific achievements in mainland China and has awarded 46 scientists to date [6] - The "Damo Academy Qicheng Award" by Alibaba aims to discover and support young scientists under 35, with each recipient receiving 1 million yuan [7] - Recent tax incentives have been introduced to encourage enterprises to invest in basic research, allowing for tax deductions on contributions to non-profit research institutions and universities [8]