资料显示，南京茂莱光学科技股份有限公司位于江苏省南京市江宁开发区铺岗街398号，成立日期1999 年8月24日，上市日期2023年3月9日，公司主营业务涉及精密光学器件、高端光学镜头和先进光学系统 的研发、设计、制造及销售。主营业务收入构成为：光学器件44.03%，光学镜头28.34%，光学系统 27.00%，服务0.61%，其他0.03%。 从基金十大重仓股角度 数据显示，中银证券旗下1只基金重仓茂莱光学。中银证券优势制造股票A（011269）二季度持有股数 7012股，占基金净值比例为2.61%，位居第十大重仓股。根据测算，今日浮亏损失约16.11万元。 中银证券优势制造股票A（011269）成立日期2021年7月8日，最新规模6016.65万。今年以来收益 63.56%，同类排名294/4221；近一年收益69.17%，同类排名301/3848；成立以来收益34.69%。 10月9日，茂莱光学跌5.23%，截至发稿，报416.02元/股，成交2.16亿元，换手率3.03%，总市值219.66 亿元。 中银证券优势制造股票A（011269）基金经理为张丽新。 截至发稿，张丽新累计任职时间2年291天，现任 ...

2025年前三季度，中国A股股权融资市场延续活跃态势，呈现"结构分化明显、政策与创新双轮 驱动"的特征。据Wind数据统计，2025年前三季度，中国A股市场通过IPO、增发和可转债等多 种方式共完成全口径募资事件215起，较去年同期增加35起，合计募集资金为8540.44亿元，同 比增幅高达414.42%。 从融资方式来看，IPO融资规模稳健扩张，项目数量总计76起，同比增加7起，融资规模759.74 亿元，同比增长66.67%。前三季度，定增项目数量总计109起，同比增加28起，融资规模合计 7322.62亿元，较去年同期增长670.69%。分季度看，增发市场因财政部主导的特别国债资本补 充计划的政策支持实现超常规扩张，在今年二季度出现阶段性高峰，三季度回归常态节奏。若剔 除该政策性因素，2025年前三季度市场真实反映的股权融资规模仍达3340.44亿元，同比增长 101.21%；定增项目募资总规模达2122.62亿元，同比增长123.40%，A股股权融资市场仍展现 出稳健的内生增长动力。 从券商承销角度来看，中信证券以1864.47亿元的总承销金额位居承销金额榜榜首，承销数量48 起；中银证券以1315. ...

Market Overview - As of September 30, the Shanghai Composite Index rose by 0.40%, the Shenzhen Component Index increased by 0.31%, and the ChiNext Index saw a slight rise of 0.06%. The STAR Market 50 Index surged by 2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.37 trillion yuan, an increase of 76.1 billion yuan compared to the previous trading day, with nearly 3,000 stocks rising across the market [1] Storage Chip Sector - The storage chip sector experienced significant gains, with stocks like Jiangbolong (301308) rising by 20% and several others increasing by over 10% [2] - Major storage manufacturers, including SanDisk, Micron, Samsung, and Western Digital, have announced price increases since September, leading to a ripple effect in the downstream market as module manufacturers ramp up inventory [3][4] - Adata announced it would stop quoting DDR4 prices and prioritize supply of DDR5 and NAND flash to major clients, while Phison has resumed some pricing with a 10% increase [3][4] AI and Semiconductor Sector - The AI sector saw a collective rise, with stocks like Dahong Technology hitting the daily limit up of 20%, and others like Kaipu Cloud and Tuolisi rising over 5% [4] - The launch of DeepSeek-V3.2-Exp has led to a significant reduction in service costs, with API prices dropping by over 50%, prompting several domestic chip manufacturers to adapt to the new model [5][6] - Analysts from Huaxin Securities noted that the domestic AI chip industry is entering a new era, with a complete industrial chain from advanced processes to model acceleration being established [6][7] Gold Market - On September 30, spot gold prices reached a new high of $3,860 per ounce, marking a 0.72% increase for the day [11] - Domestic gold jewelry prices have also risen, with brands like Chow Sang Sang and Luk Fook reporting prices of 1,125 yuan per gram, an increase of 14 yuan from the previous day [13] - Analysts from Guohai Securities indicated that the long-term trend of gold prices is influenced by the strength of the US dollar and inflation expectations, with current conditions favoring gold due to potential stagflation [13]

中银证券聚瑞混合A（004913）成立日期2017年11月29日，最新规模920.49万。今年以来收益6.16%， 同类排名6542/8167；近一年收益9.98%，同类排名6316/8010；成立以来收益52.16%。 中银证券聚瑞混合A（004913）基金经理为吕文晔。 截至发稿，吕文晔累计任职时间9年231天，现任基金资产总规模116.86亿元，任职期间最佳基金回报 32.4%， 任职期间最差基金回报-5.42%。 9月30日，纳芯微涨5.15%，截至发稿，报205.36元/股，成交4.33亿元，换手率1.50%，总市值292.70亿 元。 资料显示，苏州纳芯微电子股份有限公司位于江苏省苏州工业园区东荡田巷9号,香港湾仔皇后大道东 248号大新金融中心40楼，成立日期2013年5月17日，上市日期2022年4月22日，公司主营业务涉及聚焦 高性能、高可靠性模拟集成电路研发和销售。主营业务收入构成为：信号链产品38.45%，电源管理产 品34.09%，传感器产品27.11%，其他0.35%。 从基金十大重仓股角度 数据显示，中银证券旗下1只基金重仓纳芯微。中银证券聚瑞混合A（004913）二季度持有股数6 ...

Core Viewpoint - Western Superconducting Technologies Co., Ltd. has seen a significant stock price increase, reflecting positive market sentiment and potential investment opportunities in the superconducting materials sector [1][2]. Company Overview - Western Superconducting Technologies Co., Ltd. was established on February 28, 2003, and went public on July 22, 2019. The company is located in Xi'an Economic and Technological Development Zone, Shaanxi Province [1]. - The company's main business includes the research, production, and sales of high-end titanium alloy materials, superconducting products, and high-performance high-temperature alloy materials. The revenue composition is as follows: high-end titanium alloy materials 57.59%, superconducting products 29.34%, high-performance high-temperature alloy materials 9.01%, and others 4.07% [1]. Stock Performance - As of September 30, the stock price of Western Superconducting increased by 5.11%, reaching 63.75 CNY per share, with a trading volume of 632 million CNY and a turnover rate of 1.55%. The total market capitalization is 41.416 billion CNY [1]. - The stock has experienced a continuous increase over four days, with a cumulative rise of 6.38% during this period [1]. Fund Holdings - According to data, a fund under Bank of China Securities holds a position in Western Superconducting. The fund, Zhongyin Securities CSI 500 ETF Linked A (008258), held 200 shares in the second quarter, accounting for 0.01% of the fund's net value, ranking as the fourth-largest holding [2]. - The fund has achieved a year-to-date return of 27.14%, ranking 2108 out of 4220 in its category, and a one-year return of 39.37%, ranking 1803 out of 3846 [2]. Fund Manager Performance - The fund managers of Zhongyin Securities CSI 500 ETF Linked A are Liu Xianzheng and Zhang Yimin. Liu has a tenure of 7 years and 246 days, with a best fund return of 118.04% and a worst return of -34.66% during his tenure [3]. - Zhang has a tenure of 5 years and 17 days, with a best fund return of 21.46% and a worst return of -40.75% during his tenure [3].

Group 1 - The core point of the article is that Zhongyin Securities announced a board meeting to discuss a donation to Shanghai Jiao Tong University and provided a breakdown of its revenue composition for the first half of 2025 [1] - As of the report, Zhongyin Securities has a market capitalization of 40.6 billion yuan [1] - The revenue composition for Zhongyin Securities in the first half of 2025 is as follows: securities brokerage business accounts for 64.12%, asset management business for 16.46%, investment banking business for 6.48%, futures business for 5.6%, and proprietary trading business for 4.3% [1] Group 2 - The article also mentions a competitive situation in the beverage industry, where Nongfu Spring's new green bottle product has led to a significant decline in market share for the competitor, Yi Bao, dropping nearly 5 percentage points [1] - The competitive dynamics indicate that while Nongfu Spring gains market share, Yi Bao faces challenges in maintaining its position [1]

证券代码：601696 证券简称：中银证券 公告编号：2025-044 中银国际证券股份有限公司 第二届董事会第四十次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 中银国际证券股份有限公司（以下简称"公司"）第二届董事会第四十次会议于 2025 年 9 月 29 日以通讯表决方式召开，会议通知于 2025 年 9 月 24 日以电子邮件方式发出。本 次会议应参与表决董事 12 名，实际参与表决董事 12 名。本次董事会会议的召集、召开符 合有关法律、行政法规、部门规章、规范性文件和《中银国际证券股份有限公司章程》的 规定。本次会议审议并通过以下议案： 中银国际证券股份有限公司董事会 2025 年 9 月 30 日 1 表决结果：同意【12】票；反对【0】票；弃权【0】票。 同意向上海交大教育帮扶专题培训班捐赠资金 212,880 元。 二、审议通过《关于拟向内蒙古兴和县捐赠乡村振兴资金 35 万元的议案》 表决结果：同意【12】票；反对【0】票；弃权【0】票。 同意向内蒙古兴和县人民政府捐赠乡村振兴资金 35 ...

Group 1 - The second "Golden Unicorn Best Investment Advisor" selection has officially started, aiming to identify outstanding investment advisors in wealth management [1] - The competition includes various categories such as stock simulation trading, ETF simulation trading, public fund simulation allocation, and social service evaluation [1] - The weekly ranking data from September 22 to September 28 shows that Jin Xin from China Aviation Securities Fujian Branch achieved the highest weekly return of 19.5% in the stock simulation category [1][2] Group 2 - In the stock simulation trading group, the top three advisors are Jin Xin (19.5%), Zhang Hong (13.52%), and Wang Tan (13.41%) [2] - The ETF simulation trading group saw Zhang Yefeng from Guotai Haitong Securities achieve a weekly return of 9.16%, followed by Li Ting (6.66%) and Fan Chunqing (6.58%) [3] - In the public fund simulation allocation group, the top advisor is Ma Kengcheng from Changcheng Securities with a weekly return of 8.39%, followed by Jiang Wenjie (8.23%) and Zhang Yefeng (6.81%) [5]

中银证券新能源混合A（005571）成立日期2018年8月2日，最新规模2707.31万。今年以来收益 53.39%，同类排名844/8244；近一年收益86.12%，同类排名662/8080；成立以来收益94.61%。 中银证券新能源混合A（005571）基金经理为张丽新。 截至发稿，张丽新累计任职时间2年281天，现任基金资产总规模1.22亿元，任职期间最佳基金回报 10.99%， 任职期间最差基金回报1.69%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月29日，禾望电气涨5.03%，截至发稿，报35.71元/股，成交10.29亿元，换手率6.45%，总市值162.33 亿元。 资料显示，深圳市禾望电气股份有限公司位于广东省深圳市南山区西丽官龙村第二工业区11栋，成立日 期2007年4月20日，上市日期2017年7月28日，公司主营业务涉及专注于电能变换领域,帮助客户实现高 效、可靠、高品质的发电、用电和电能传输。主营业务收入构成为：新能源电控业务80.8 ...

金融工程| 证券研究报告 —周报 2025 年 9 月 29 日 中银量化大类资产跟踪 微盘股回撤，拥挤度下行，处于历较低位置 本周 A 股上涨，港股下跌，美股下跌，其他海外权益市场走势分化。 微盘股 vs 基金重仓：微盘股拥挤度下降至历史低位；基金重仓超额 累计净值持续处于历史低位，拥挤度近期上行至历史高位。 A 股行情及成交热度 本周领涨的行业为电子、有色金属、机械；领跌的行业为消费者服务、 纺织服装、建材。本周成交热度最高的行业为国防军工、家电、电子； 成交热度最低的行业为农林牧渔、食品饮料、石油石化。 A 股估值与股债性价比 A 股资金面 A 股风格与拥挤度 成长 vs 红利：成长风格拥挤度及超额净值持续处于历史低位；红利 风格拥挤度近期处于历史较低位置。 股票市场概览 小盘 vs 大盘：小盘风格拥挤度近期上升至历史均衡位置，大盘风格 拥挤度近期上升至历史高位。 机构调研活跃度 当前机构调研活跃度历史分位居前的行业为房地产、通信、有色金 属，居后的行业为银行、医药、机械。 利率市场 本周中国国债利率下跌，美国国债利率上涨，中美利差处于历史高位。 汇率市场 近一周在岸人民币较美元贬值，离岸人民币较美元贬 ...