Core Viewpoint - The electronic ETF (515260) is experiencing significant activity, with a peak increase of 2.72% and currently up by 2.57%, recovering both the 5-day and 60-day moving averages [1] Group 1: Market Performance - The electronic sector is showing strong performance, with several leading stocks experiencing notable gains, including: - Chipone Technology up by 15.07% with a total market value of 116.1 billion [2] - Jinghe Integrated up by 7.58% with a market value of 74.8 billion [2] - SanHuan Group up by 7.06% with a market value of 104.3 billion [2] - Long Electric Technology up by 5.70% with a market value of 83.4 billion [2] - Zhaoyi Innovation up by 5.34% with a market value of 202.3 billion [2] - Lanke Technology up by 5.11% with a market value of 206.6 billion [2] Group 2: Industry News - Positive developments in the supply chains of major tech companies are noted: - Apple is expected to officially announce the iPhone 17e later this month, aimed at making iPhones more accessible [3] - Nvidia is collaborating with Tower to develop a 1.6T silicon photonics module, indicating growth in data center interconnects [3] - Alphabet's latest quarterly results exceeded expectations, with a capital expenditure guidance for 2026 reaching $175-185 billion, nearly double market forecasts [3] Group 3: Investment Opportunities - The electronic ETF (515260) and its linked funds are designed to passively track the electronic 50 index, focusing on semiconductor and consumer electronics sectors, with significant investments in AI chips, automotive electronics, 5G, and PCBs [6] - The ETF includes major stocks such as Luxshare Precision, Cambrian, and SMIC, providing an efficient tool for investing in core electronic assets [6]

Group 1 - The core point of the news is that Baosight Software's stock price increased by 5.05%, reaching 23.30 CNY per share, with a trading volume of 495 million CNY and a turnover rate of 1.02%, resulting in a total market capitalization of 66.889 billion CNY [1] - Baosight Software, established on August 15, 1994, is located in the China (Shanghai) Pilot Free Trade Zone and was listed on March 11, 1994. The company specializes in research, design, development, manufacturing, integration, and related outsourcing, maintenance, and consulting services for computer, automation, and network communication systems [1] - The main revenue composition of Baosight Software includes software development and engineering services at 64.02%, service outsourcing at 35.31%, system integration at 0.48%, and other supplementary services at 0.20% [1] Group 2 - Among the top ten circulating shareholders of Baosight Software, E Fund's HuShen 300 ETF (510310) reduced its holdings by 366,700 shares in the third quarter, now holding 10.6316 million shares, which accounts for 0.37% of the circulating shares. The estimated floating profit today is approximately 11.9074 million CNY [2] - E Fund's HuShen 300 ETF (510310) was established on March 6, 2013, with a current scale of 300.22 billion CNY. Year-to-date return is 0.45%, ranking 4397 out of 5580 in its category; the one-year return is 24.09%, ranking 2737 out of 4290; and the return since inception is 139.41% [2] Group 3 - The fund managers of E Fund's HuShen 300 ETF (510310) are Yu Haiyan and Pang Yaping. As of the report, Yu Haiyan has a cumulative tenure of 15 years and 66 days, with a total fund asset scale of 433.297 billion CNY, achieving a best fund return of 174.06% and a worst return of -78.9% during the tenure [3] - Pang Yaping has a cumulative tenure of 7 years and 116 days, managing a total fund asset scale of 368.472 billion CNY, with a best fund return of 114.63% and a worst return of -37.67% during the tenure [3]

Group 1 - The core point of the news is that Zhujiang Piano's stock price increased by 5.17% to 6.10 CNY per share, with a trading volume of 208 million CNY and a turnover rate of 2.59%, resulting in a total market capitalization of 8.286 billion CNY [1] - Zhujiang Piano Group, established on October 10, 1987, and listed on May 30, 2012, is based in Guangzhou, Guangdong Province, and specializes in the research, manufacturing, sales, and service of pianos and digital musical instruments, as well as art education [1] - The company's revenue composition includes 82.78% from instrument sales and after-sales services, 12.62% from property leasing and services, 3.14% from education and training, media, and others, and 1.46% from other supplementary sources [1] Group 2 - Among Zhujiang Piano's top ten circulating shareholders, a fund under Jinyuan Shun'an Fund, specifically Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund (004685), entered the top ten in the third quarter, holding 3.0558 million shares, which is 0.23% of the circulating shares [2] - The Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund has a total asset size of 1.564 billion CNY and has achieved a year-to-date return of 6.51%, ranking 2019 out of 8994 in its category, with a one-year return of 53.93%, ranking 1166 out of 8194 [2] - The fund manager, Miao Weibin, has a tenure of 9 years and 58 days, with the fund's best return during his tenure being 602.81% and the worst being -28.79% [3]

2月9日，宏和科技涨5.67%，截至发稿，报56.13元/股，成交14.32亿元，换手率3.07%，总市值493.79亿 元。 截至发稿，晏磊累计任职时间4年90天，现任基金资产总规模3.62亿元，任职期间最佳基金回报41.4%， 任职期间最差基金回报-2.02%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，招商基金旗下1只基金重仓宏和科技。招商沪港深科技创新混合A（004266）四季度持有股 数3万股，占基金净值比例为2.11%，位居第十大重仓股。根据测算，今日浮盈赚取约9.03万元。 招商沪港深科技创新混合A（004266）成立日期2017年4月26日，最新规模4505.65万。今年以来收益 9.93%，同类排名827/8994；近一年收益18.1%，同类排名5314/8194；成立以来收益95.57%。 招商沪港深科技创新混合A（004266）基金经理为晏磊。 资料显示，宏和电子材料科技股份 ...

Group 1 - Tongcheng New Materials Co., Ltd. experienced a stock price increase of 5.26%, reaching 58.47 CNY per share, with a trading volume of 1.047 billion CNY and a turnover rate of 2.98%, resulting in a total market capitalization of 36.024 billion CNY [1] - The company, established on June 4, 2008, and listed on June 27, 2018, is located in the Shanghai Free Trade Zone and specializes in the research, production, sales, and trade of fine chemical materials [1] - The main revenue composition of the company includes rubber additives and other products at 70.06%, electronic materials at 26.69%, and fully biodegradable materials at 3.25% [1] Group 2 - Among the top ten circulating shareholders of Tongcheng New Materials, a fund under Penghua Fund ranks first, specifically the Penghua CSI Sub-Industry Chemical Theme ETF Link A (014942), which entered the top ten in the third quarter with 3.6216 million shares, accounting for 0.61% of circulating shares [2] - The Penghua CSI Sub-Industry Chemical Theme ETF Link A was established on March 8, 2022, with a current size of 116 million CNY, yielding 8.19% this year, ranking 741 out of 5580 in its category, and achieving a one-year return of 52.59%, ranking 663 out of 4290 [2] Group 3 - The fund manager of Penghua CSI Sub-Industry Chemical Theme ETF Link A is Yan Dong, who has a total tenure of 6 years and 330 days, managing assets totaling 21.796 billion CNY, with the best fund return during his tenure being 456.3% and the worst being -40.74% [3]

2月9日，亨通光电涨5.18%，截至发稿，报38.60元/股，成交59.91亿元，换手率6.60%，总市值952.16亿 元。 前海开源人工智能主题混合A（001986）基金经理为魏淳。 截至发稿，魏淳累计任职时间7年34天，现任基金资产总规模25.23亿元，任职期间最佳基金回报 170.4%， 任职期间最差基金回报-29.81%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 资料显示，江苏亨通光电股份有限公司位于江苏省苏州市吴江区中山北路2288号，成立日期1993年6月5 日，上市日期2003年8月22日，公司主营业务涉及通信网络和能源互联领域高端技术、产品研发生产及 系统集成服务,全球海缆通信网络的建设业务。主营业务收入构成为：智能电网36.98%，铜导体 25.02%，工业与新能源智能11.28%，光通信10.94%，海洋能源与通信9.57%，其他5.33%，其他(补 充)0.88%。 从基金十大重仓股角度 数据显示，前 ...

Group 1 - Baosteel Co., Ltd. experienced a stock price increase of 5.04%, reaching 2.50 CNY per share, with a trading volume of 2.133 billion CNY and a turnover rate of 2.77%, resulting in a total market capitalization of 113.22 billion CNY [1] - The company, established on June 29, 1999, and listed on March 9, 2001, is primarily engaged in the development and utilization of mineral resources, as well as the production and sale of steel products [1] - The main revenue composition of Baosteel includes steel products at 76.99%, with specific segments being: plates at 50.56%, other products at 22.35% (including pipes at 10.99%, profiles at 8.34%, wires at 7.10%, and others at 0.65%) [1] Group 2 - Penghua Fund has one fund heavily invested in Baosteel, specifically the Penghua National Steel Industry Index (LOF) A (502023), which reduced its holdings by 501.53 million shares in the fourth quarter, now holding 39.8054 million shares, accounting for 12.19% of the fund's net value, making it the second-largest holding [2] - The Penghua National Steel Industry Index (LOF) A (502023) was established on August 13, 2015, with a current size of 340 million CNY, yielding 1.43% year-to-date, ranking 3828 out of 5580 in its category; over the past year, it achieved a return of 31.3%, ranking 2033 out of 4290; and since inception, it has returned 35.25% [2]

Group 1 - The core point of the article highlights the recent performance of Baosteel Co., Ltd., which saw a 5.04% increase in stock price, reaching 2.50 CNY per share, with a trading volume of 2.138 billion CNY and a turnover rate of 2.77%, resulting in a total market capitalization of 113.22 billion CNY [1] - Baosteel Co., Ltd. is primarily engaged in the development and utilization of mineral resources, as well as the production and sale of steel products, with steel products accounting for 76.99% of its main business revenue, including flat products (50.56%), other products (22.35%), pipes (10.99%), profiles (8.34%), wires (7.10%), and others (0.65%) [1] Group 2 - From the perspective of major fund holdings, it is noted that one fund under the Fortune Fund has a significant position in Baosteel Co., Ltd. The Fortune CSI Rare Earth Industry ETF (159713) reduced its holdings by 2.5775 million shares in the fourth quarter, maintaining 20.9754 million shares, which represents 4.63% of the fund's net value, ranking as the ninth largest holding [2] - The Fortune CSI Rare Earth Industry ETF (159713) was established on August 5, 2021, with a current scale of 1.079 billion CNY. Year-to-date returns are at 7.32%, ranking 1060 out of 5580 in its category; over the past year, returns reached 79.18%, ranking 146 out of 4290; and since inception, the return is 41.2% [2]

Group 1 - Mercury Home Textiles experienced a decline of 5.11% on February 9, with a stock price of 20.23 yuan per share and a total market capitalization of 5.31 billion yuan [1] - The company, established on December 7, 2000, specializes in the research, design, production, and sales of mid-to-high-end home textiles, with 99.89% of its revenue coming from product sales [1] Group 2 - Changxin Fund holds a significant position in Mercury Home Textiles, with its Changxin Shuangli Youxuan Mixed A Fund owning 113,800 shares, representing 3.12% of the fund's net value, making it the ninth largest holding [2] - The fund has reported a year-to-date return of 5.29% and a one-year return of 29.46%, ranking 2778 out of 8994 and 3653 out of 8194 respectively [2] - The fund manager, Zhu Yufeng, has been in charge for 8 years and 116 days, achieving a best return of 69.02% and a worst return of -27.98% during his tenure [2]

2月9日，三维通信涨5.14%，截至发稿，报15.33元/股，成交10.38亿元，换手率9.24%，总市值124.32亿 元。 资料显示，三维通信股份有限公司位于浙江省杭州市滨江区火炬大道581号，成立日期1993年5月13日， 上市日期2007年2月15日，公司主营业务涉及电信设备制造及互联网广告传媒业务。主营业务收入构成 为：互联网营销业务90.27%，网优覆盖业务4.81%，卫星通信业务2.12%，通信设施运营业务1.96%，其 他(补充)0.84%。 从基金十大重仓股角度 数据显示，平安基金旗下1只基金重仓三维通信。平安中证2000增强策略ETF（159556）四季度持有股 数7300股，占基金净值比例为0.49%，位居第五大重仓股。根据测算，今日浮盈赚取约5475元。 平安中证2000增强策略ETF（159556）成立日期2023年12月27日，最新规模1892.05万。今年以来收益 7.91%，同类排名833/5580；近一年收益36.82%，同类排名1709/4290；成立以来收益31.25%。 平安中证2000增强策略ETF（159556）基金经理为李严。 截至发稿，李严累计任职时间2年48天 ...