中航机遇领航混合发起A（018956）成立日期2023年8月10日，最新规模24.75亿。今年以来收益4.5%， 同类排名4129/8873；近一年收益171.56%，同类排名3/8119；成立以来收益277.03%。 2月4日，申菱环境跌5.04%，截至发稿，报69.20元/股，成交7.45亿元，换手率5.23%，总市值184.11亿 元。 资料显示，广东申菱环境系统股份有限公司位于广东省佛山市顺德区杏坛镇高新区顺业东路29号，成立 日期2000年7月3日，上市日期2021年7月7日，公司主营业务涉及围绕专用性空调为代表的空气环境调节 设备开展,集研发设计、生产制造、营销服务、工程安装、运营维护于一体,致力于为数据服务产业环 境、工业工艺产研环境、专业特种应用环境、公共建筑室内环境等应用场景提供人工环境调控整体解决 方案。主营业务收入构成为：设备82.94%，解决方案及服务16.68%，其他(补充)0.38%。 从申菱环境十大流通股东角度 数据显示，中航基金旗下1只基金位居申菱环境十大流通股东。中航机遇领航混合发起A（018956）三 季度新进十大流通股东，持有股数663.52万股，占流通股的比例为3.36 ...

2月4日，汉仪股份跌5.01%，截至发稿，报37.51元/股，成交2.14亿元，换手率5.91%，总市值37.51亿 元。 资料显示，北京汉仪创新科技股份有限公司位于北京市海淀区翠微路2号院五区2号楼二层201，成立日 期1993年9月4日，上市日期2022年8月31日，公司主营业务涉及字体设计、字库软件开发和授权、提供 字库类技术服务和视觉设计服务,以及以IP赋能方式开展的IP产品化业务。主营业务收入构成为：字库 软件授权业务68.01%，互联网平台授权业务23.20%，字库类技术服务业务6.15%，IP产品及授权等业务 1.75%，其他技术服务业务0.87%，租赁收入0.02%。 从汉仪股份十大流通股东角度 数据显示，华夏基金旗下1只基金位居汉仪股份十大流通股东。华夏行业景气混合A（003567）三季度 新进十大流通股东，持有股数211.03万股，占流通股的比例为2.23%。根据测算，今日浮亏损失约 417.84万元。 华夏行业景气混合A（003567）成立日期2017年2月4日，最新规模69.58亿。今年以来收益12.67%，同 类排名689/8873；近一年收益78.91%，同类排名477/8119； ...

Group 1 - The core point of the news is that Haohan Deep's stock price has decreased by 5.01%, currently trading at 28.07 CNY per share, with a total market capitalization of 4.445 billion CNY [1] - Haohan Deep, established on June 28, 1994, specializes in network intelligence and information security solutions, with its main revenue sources being information security solutions (52.74%), network visualization solutions (30.70%), big data solutions (15.21%), and other products [1] Group 2 - Haohan Deep is a significant holding in the Huafu Smart City Flexible Allocation Mixed A Fund, which holds 45,000 shares, accounting for 4.66% of the fund's net value, making it the third-largest holding [2] - The Huafu Smart City Flexible Allocation Mixed A Fund has a total scale of 25.3134 million CNY and has achieved a year-to-date return of 14.7% [2] - The fund manager, Huang Xinglin, has been in position for 2 years and 231 days, with the best fund return during this period being 90.93% [3]

Group 1 - The core viewpoint of the news is that Meichang Co., Ltd. experienced a stock price increase of 5.15%, reaching 18.16 yuan per share, with a trading volume of 508 million yuan and a turnover rate of 6.80%, resulting in a total market capitalization of 12.201 billion yuan [1] - Meichang Co., Ltd. is located in the Yangling Demonstration Zone, Shaanxi Province, and was established on July 7, 2015, with its listing date on August 24, 2020. The company's main business involves the research, production, and sales of diamond wire for electroplating, with revenue composition being 86.52% from diamond wire and 13.48% from tungsten wire waste recycling and comprehensive utilization [1] Group 2 - Among the top ten circulating shareholders of Meichang Co., Ltd., Huatai-PB Fund has a fund that increased its holdings by 823,000 shares in the third quarter, bringing its total to 3.0582 million shares, which accounts for 0.72% of the circulating shares. The estimated floating profit from this investment is approximately 2.7218 million yuan [2] - The photovoltaic ETF (515790), established on December 7, 2020, has a latest scale of 11.253 billion yuan, with a year-to-date return of 16.38% ranking 127 out of 5562 in its category, and a one-year return of 56.35% ranking 888 out of 4285 [2] - The fund managers of the photovoltaic ETF are Li Qian and Li Mu Yang, with Li Qian having a cumulative tenure of 6 years and 94 days and a total fund asset scale of 52.672 billion yuan, achieving a best fund return of 112.26% during her tenure. Li Mu Yang has a cumulative tenure of 5 years and 31 days with a total fund asset scale of 28.871 billion yuan, achieving a best fund return of 225.42% during his tenure [2]

Group 1 - Sany Heavy Energy's stock increased by 5.08% to 27.95 CNY per share, with a trading volume of 126 million CNY and a turnover rate of 0.38%, resulting in a total market capitalization of 34.278 billion CNY [1] - The company, established on April 17, 2008, and listed on June 22, 2022, focuses on the research, manufacturing, and sales of wind power units, as well as the design, construction, and operation management of wind farms and photovoltaic power plants [1] - The revenue composition of Sany Heavy Energy includes 75.14% from wind turbine manufacturing and sales, 21.33% from wind farm sales, 2.12% from wind power services, 0.96% from power generation income, and 0.44% from other sources [1] Group 2 - Among the top ten circulating shareholders of Sany Heavy Energy, Huaxia Fund's ETF (588000) reduced its holdings by 4.8224 million shares in the third quarter, now holding 8.6652 million shares, which accounts for 3.5% of the circulating shares [2] - The Huaxia ETF has a current scale of 76.022 billion CNY, with a year-to-date return of 9.42%, ranking 1062 out of 5562 in its category, and a one-year return of 53.61%, ranking 1030 out of 4285 [2]

2月4日，微导纳米涨5.02%，截至发稿，报77.61元/股，成交7.66亿元，换手率2.20%，总市值357.90亿 元。 资料显示，江苏微导纳米科技股份有限公司位于江苏省无锡市新吴区长江南路27号，成立日期2015年12 月25日，上市日期2022年12月23日，公司主营业务涉及以ALD技术为核心,致力于先进微、纳米级薄膜 沉积技术和设备的研究与产业化应用,为光伏、集成电路、柔性电子等半导体与泛半导体行业提供高端 装备与技术解决方案。主营业务收入构成为：光伏设备76.54%，半导体设备18.43%，配套产品及服务 3.07%，其他1.89%，其他(补充)0.07%。 从微导纳米十大流通股东角度 数据显示，中航基金旗下1只基金位居微导纳米十大流通股东。中航新起航灵活配置混合A（005537） 三季度新进十大流通股东，持有股数224.7万股，占流通股的比例为2.22%。根据测算，今日浮盈赚取约 833.65万元。 中航新起航灵活配置混合A（005537）成立日期2018年4月23日，最新规模8238.95万。今年以来收益 15.94%，同类排名342/8873；近一年收益96.99%，同类排名211/8119 ...

2月4日，晶澳科技涨5%，截至发稿，报12.80元/股，成交16.20亿元，换手率3.94%，总市值423.64亿 元。 资料显示，晶澳太阳能科技股份有限公司位于北京市丰台区汽车博物馆东路1号院诺德中心8号楼,香港 湾仔皇后大道东248号大新金融中心40楼，成立日期2000年10月20日，上市日期2010年8月10日，公司主 营业务涉及硅片、太阳能电池片及太阳能电池组件的研发、生产和销售,以及太阳能光伏电站的开发、 建设、运营等。主营业务收入构成为：光伏组件91.10%，其他5.85%，光伏电站运营3.05%。 从晶澳科技十大流通股东角度 数据显示，易方达基金旗下1只基金位居晶澳科技十大流通股东。易方达沪深300ETF（510310）三季度 减持79.64万股，持有股数2443.83万股，占流通股的比例为0.74%。根据测算，今日浮盈赚取约1490.74 万元。 易方达沪深300ETF（510310）成立日期2013年3月6日，最新规模3002.2亿。今年以来收益0.76%，同类 排名4392/5562；近一年收益25.3%，同类排名2801/4285；成立以来收益140.14%。 截至发稿，余海燕累计任职时 ...

Core Viewpoint - SuBot's stock price has experienced a decline of 9.29% over the last three days, closing at 12.31 CNY per share with a market capitalization of 5.248 billion CNY [1] Group 1: Company Overview - SuBot, established on December 15, 2004, and listed on November 10, 2017, is located in Nanjing, Jiangsu Province, specializing in the research, production, and sales of concrete additives [1] - The revenue composition of SuBot includes: high-performance water reducers (51.83%), functional materials (20.74%), technical services (20.21%), others (5.53%), high-efficiency water reducers (1.15%), and additional (0.55%) [1] Group 2: Shareholder Insights - The top circulating shareholder of SuBot includes a fund from China Merchants Fund, specifically the China Merchants Quantitative Selected Stock Fund A (001917), which holds 2.7122 million shares, accounting for 0.65% of circulating shares [2] - The fund has incurred a floating loss of approximately 1.8172 million CNY today and a total of 3.6072 million CNY over the last three days [2] - The fund was established on March 15, 2016, with a current scale of 3.692 billion CNY and has achieved a year-to-date return of 5.42% [2] Group 3: Fund Performance - Another fund, the China Merchants CSI 2000 Enhanced Strategy ETF (159552), has increased its holdings in SuBot by 16,500 shares, totaling 490,900 shares, which represents 0.86% of the fund's net value [3] - This fund has also faced a floating loss of about 328,900 CNY today and 652,900 CNY over the last three days [3] - The ETF was established on June 19, 2024, with a current scale of 542 million CNY and has recorded a year-to-date return of 8.24% [3]

Group 1 - The core viewpoint of the news is that China Jushi Co., Ltd. experienced a stock price increase of 5.07%, reaching 21.74 CNY per share, with a trading volume of 1.873 billion CNY and a turnover rate of 2.23%, resulting in a total market capitalization of 87.028 billion CNY [1] - China Jushi, established on April 16, 1999, and listed on April 22, 1999, is primarily engaged in the production and sales of fiberglass and related products, with its main business revenue composition being 97.41% from fiberglass and its products, 1.63% from other sources, and 0.96% from wind power [1] Group 2 - Among the top ten circulating shareholders of China Jushi, Huatai-PB Fund's Huatai-PB CSI 300 ETF (510300) reduced its holdings by 1.9238 million shares in the third quarter, now holding 40.945 million shares, which accounts for 1.02% of the circulating shares [2] - The Huatai-PB CSI 300 ETF (510300), established on May 4, 2012, has a latest scale of 422.258 billion CNY, with a year-to-date return of 0.73% and a one-year return of 25.22% [2] - The fund manager, Liu Jun, has a cumulative tenure of 16 years and 250 days, managing total fund assets of 550.928 billion CNY, with the best fund return during his tenure being 225.42% and the worst being -45.64% [2]

从基金十大重仓股角度 数据显示，广发基金旗下1只基金重仓通富微电。广发中证500指数增强A（009608）四季度持有股数 6.67万股，占基金净值比例为1.34%，位居第五大重仓股。根据测算，今日浮亏损失约17.01万元。 2月4日，通富微电跌5.01%，截至发稿，报48.34元/股，成交29.32亿元，换手率3.93%，总市值733.61亿 元。 资料显示，通富微电子股份有限公司位于江苏省南通市崇川开发区崇川路288号，成立日期1994年2月4 日，上市日期2007年8月16日，公司主营业务涉及集成电路的封装和测试。主营业务收入构成为：集成 电路封装测试96.98%，模具及材料销售等3.02%。 广发中证500指数增强A（009608）成立日期2020年10月15日，最新规模1.42亿。今年以来收益 10.52%，同类排名739/5562；近一年收益49.39%，同类排名1296/4285；成立以来收益48.45%。 截至发稿，赵杰累计任职时间7年223天，现任基金资产总规模10.59亿元，任职期间最佳基金回报 77.9%， 任职期间最差基金回报-27.07%。 声明：市场有风险，投资需谨慎。 本文基于第三 ...