永赢数字经济智选混合发起A（018122）成立日期2023年4月10日，最新规模4.26亿。今年以来收益 8.02%，同类排名2042/8873；近一年收益91.29%，同类排名275/8119；成立以来收益79.14%。 永赢数字经济智选混合发起A（018122）基金经理为王文龙。 截至发稿，王文龙累计任职时间2年302天，现任基金资产总规模48.81亿元，任职期间最佳基金回报 84.85%， 任职期间最差基金回报5.34%。 2月4日，南亚新材跌5.02%，截至发稿，报76.41元/股，成交1.83亿元，换手率1.01%，总市值179.39亿 元。 资料显示，南亚新材料科技股份有限公司位于上海市嘉定区南翔镇昌翔路158号，成立日期2000年6月27 日，上市日期2020年8月18日，公司主营业务涉及覆铜板和粘结片等复合材料及其制品的设计、研发、 生产及销售。主营业务收入构成为：覆铜板77.25%，粘结板20.95%，其他(补充)1.80%。 从南亚新材十大流通股东角度 数据显示，永赢基金旗下1只基金位居南亚新材十大流通股东。永赢数字经济智选混合发起A （018122）三季度新进十大流通股东，持有股数228 ...

布局央国企及优质房企，建议重点关注地产ETF（159707）。资料显示，地产ETF（159707）跟踪中证 800地产指数，汇集市场11只头部优质房企，在投资方向上具有明显的头部集中度优势，前十大成份股 权重超9成，央国企含量高！在行业出清大背景下，龙头地产或更具弹性！更具弹性！ 数据来源：沪深交易所、中证指数公司、Wind等。 2月4日，截至10时37分，龙头地产表现强劲，中证800地产指数上涨3.34%，成份股方面，招商蛇口领 涨5.03%，新城控股上涨5.0%，滨江集团上涨4.96%。热门ETF方面，全市场唯一跟踪中证800地产指数 的地产ETF（159707）场内价格上涨3.3%，成交额达4522.78万元。 | 地产ETF(SZ:159707) | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | ¥0.658 +0.021 +3.30% | | | | | 交易中 02-04 10:38:27 北京时间 | 1.17 万球友关注 | | | 最高:0.660 | 今开:0.638 | | 涨停:0.701 | | 成 ...

Group 1 - The core viewpoint of the news is that the real estate sector is showing strong performance, driven by policy initiatives such as Shanghai's acquisition of second-hand housing for rental projects, indicating a potential turning point for the industry [2][3]. - The CSI 800 Real Estate Index has increased by 3.34%, with leading stocks like China Merchants Shekou rising by 5.03%, New City Holdings by 5.0%, and Binjiang Group by 4.96% [2]. - The real estate ETF (159707), which tracks the CSI 800 Real Estate Index, has seen a price increase of 3.3% with a trading volume of 45.2278 million yuan, reflecting strong market interest [2]. Group 2 - Financial analysts believe that after years of bottoming out, the real estate sector is approaching a fundamental turning point, with expectations for effective policy measures to support recovery [3]. - The current price-to-book (PB) ratio of the CSI 800 Real Estate Index is 0.68, which is lower than 88% of the time over the past decade, indicating significant room for valuation recovery [3]. - The real estate ETF (159707) is noted for its concentration in top-tier companies, with over 90% of its weight in the top ten constituents, suggesting a strong focus on leading state-owned enterprises and quality developers [5].

Group 1 - The core point of the news is that Aikalan's stock price dropped by 5.37% to 61.91 CNY per share, with a trading volume of 144 million CNY and a turnover rate of 4.00%, resulting in a total market capitalization of 4.953 billion CNY [1] - Aikalan Environmental Protection Co., Ltd. is located in Chizhou, Anhui Province, and was established on January 21, 2009, with its listing date on February 10, 2020 [1] - The company's main business involves the research, production, and sales of engine exhaust after-treatment products and air pollution control products, with revenue composition being 93.01% from exhaust purification products and 6.99% from other sources [1] Group 2 - Among Aikalan's top ten circulating shareholders, one fund from Nuoan Fund ranks as a significant shareholder, holding 829,800 shares, which accounts for 1.46% of the circulating shares [2] - The Nuoan Flexible Allocation Mixed Fund (320006) was newly included in the top ten circulating shareholders in the third quarter, with an estimated floating loss of approximately 2.9126 million CNY today [2] - The fund was established on May 20, 2008, with a latest scale of 773 million CNY, and has achieved a year-to-date return of 4.1%, ranking 4396 out of 8873 in its category [2]

Group 1 - The core point of the news is that Fenghuo Communication's stock price dropped by 5%, reaching 40.26 CNY per share, with a trading volume of 3.02 billion CNY and a turnover rate of 5.79%, resulting in a total market capitalization of 54.68 billion CNY [1] - Fenghuo Communication Technology Co., Ltd. is located in Wuhan, Hubei Province, and was established on December 25, 1999, with its listing date on August 23, 2001 [1] - The company's main business involves the research, development, production, and sales of network information security products and mobile information products, with revenue composition as follows: communication system equipment 78.51%, optical fiber cables 18.02%, data network products 1.98%, and others 1.49% [1] Group 2 - From the perspective of fund holdings, Dongxing Fund has one fund heavily invested in Fenghuo Communication, specifically the Dongxing Reform Selected Mixed A Fund (001708), which held 2,000 shares in the fourth quarter, accounting for 3.82% of the fund's net value, ranking as the ninth largest holding [2] - The Dongxing Reform Selected Mixed A Fund (001708) was established on September 8, 2015, with a latest scale of 1.6163 million CNY, and has a year-to-date return of 3.46%, ranking 4863 out of 8873 in its category [2] - The fund manager, Sun Jiqing, has a tenure of 10 years and 153 days, with the fund's total asset scale at 15.246 billion CNY, achieving a best return of 37.72% and a worst return of -30.4% during his tenure [2]

Group 1 - The core point of the news is that Perfect World experienced a decline of 5.11% in its stock price, reaching 17.63 CNY per share, with a trading volume of 5.57 billion CNY and a turnover rate of 1.69%, resulting in a total market capitalization of 342.02 billion CNY [1] - Perfect World, established on August 27, 1999, and listed on October 28, 2011, is primarily engaged in the development, publishing, and operation of online games, as well as film and television production and distribution [1] - The revenue composition of Perfect World includes 50.18% from PC online games, 26.23% from mobile online games, 20.29% from television series and short dramas, 1.85% from other game-related businesses, 0.50% from other film-related businesses, 0.48% from other sources, and 0.47% from console games [1] Group 2 - From the perspective of fund holdings, one fund under Huatai-PineBridge has increased its stake in Perfect World by 63.42 thousand shares, holding a total of 158.58 thousand shares, which represents 6.75% of the fund's net value, making it the sixth-largest holding [2] - The fund, named Game Animation (516770), was established on February 25, 2021, with a current scale of 3.85 billion CNY, and has achieved a year-to-date return of 9.74%, ranking 943 out of 5562 in its category [2] - Over the past year, the fund has generated a return of 57.88%, ranking 830 out of 4285, and since its inception, it has achieved a return of 63.82% [2]

吃喝板块今日（2月4日）继续走强！反映吃喝板块整体走势的食品饮料ETF华宝（515710）开盘后震荡 走高，盘中场内价格最高涨幅达到1.19%，截至发稿，涨0.68%。 成份股方面，白酒、大众品均有亮眼表现。截至发稿，新乳业、燕京啤酒双双大涨超3%，酒鬼酒、东 鹏饮料等涨超2%，贵州茅台、山西汾酒、泸州老窖等多股涨超1%。 | | | 分配 字日 1分 5分 15分 30分 60分 日 周 月 更多 | 515710)食品饮料ETFiPg] 10:54 价 0.592 温默 0.0040.68% 均价 0.591 除灾量 0 | | | | | | F9 盘前盘玩 盘加 九粒 图纸 工具 份 (8 > 2026/02/04 | | 食品饮料ETF华宜 ① | | 515710 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | | | | 0.592 | | +0.004 +0.68% | | 0.592 | | WAA | | | | | | | | ...

华商上证科创板综合指数增强A（023897）基金经理为艾定飞、海洋。 截至发稿，艾定飞累计任职时间7年73天，现任基金资产总规模11.59亿元，任职期间最佳基金回报 153.22%， 任职期间最差基金回报-15.35%。 海洋累计任职时间2年34天，现任基金资产总规模17.53亿元，任职期间最佳基金回报67.11%， 任职期 间最差基金回报14.73%。 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 2月4日，中微半导跌5%，截至发稿，报50.90元/股，成交7.40亿元，换手率8.49%，总市值203.79亿元。 资料显示，中微半导体(深圳)股份有限公司位于广东省深圳市前海深港合作区南山街道桂湾三路91号景 兴海上大厦2101,香港铜锣湾勿地臣街1号时代广场2座31楼，成立日期2001年6月22日，上市日期2022年 8月5日，公司主营业务涉及数模混合信号芯片、模拟芯片的研发、设计与销售。主营业务收入构成为： ...

2月4日，佰维存储跌5.13%，截至发稿，报165.18元/股，成交21.59亿元，换手率2.76%，总市值771.61 亿元。 资料显示，深圳佰维存储科技股份有限公司位于广东省深圳市南山区桃源街道平山社区留仙大道1213号 众冠红花岭工业南区2区4、8栋1层-3层及4栋4层,香港九龙湾宏照道11号宝隆中心B座2楼208室及209 室，成立日期2010年9月6日，上市日期2022年12月30日，公司主营业务涉及半导体存储器的研发、生产 和销售,主要产品及服务包括智能终端存储芯片、消费级存储模组、工业级存储模组及先进封测服务。 主营业务收入构成为：存储产品48.77%，存储产品:嵌入式存储29.93%，存储产品:PC存储18.12%，其 他1.37%，先进封测服务1.09%，存储产品:工车规存储0.71%。 从基金十大重仓股角度 汇添富中证信息技术应用创新产业ETF（560850）成立日期2024年4月1日，最新规模1.62亿。今年以来 收益10.78%，同类排名683/5562；近一年收益29.39%，同类排名2447/4285；成立以来收益54.19%。 汇添富中证信息技术应用创新产业ETF（560850） ...

国信证券指出，白酒方面，茅台在保持较快流速的同时价格稳中有升，市场化改革成效逐步显现，预计 春节期间动销有望增长，为全年经营奠定基础。展望2026年，预计上半年基本面仍在左侧寻底，但酒企 纾压渠道，积极去化库存，渠道利润率预计环比修复，估值端可适当乐观，下半年表观低基数下或逐步 迎来改善。 吃喝板块今日（2月4日）继续走强！反映吃喝板块整体走势的食品饮料ETF华宝（515710）开盘后震荡 走高，盘中场内价格最高涨幅达到1.19%，截至发稿，涨0.68%。 成份股方面，白酒、大众品均有亮眼表现。截至发稿，新乳业、燕京啤酒双双大涨超3%，酒鬼酒、东 鹏饮料等涨超2%，贵州茅台、山西汾酒、泸州老窖等多股涨超1%。 | | | 分配 字日 1分 5分 15分 30分 60分 日 周 月 更多 | 515710)食品饮料ETFiPg] 10:54 价 0.592 温默 0.0040.68% 均价 0.591 除灾量 0 | | | | | | F9 盘前盘玩 盘加 九粒 图纸 工具 份 (8 > 2026/02/04 | | 食品饮料ETF华宜 ① | | 515710 | | --- | --- | --- | - ...