基金去年四季度重仓股曝光。共2977只股票入围基金重仓股名单。调仓动向显示，新进654只，增持 1128只，减持1170只，24只股票基金持股数与前一季度相比持平。 证券时报·数据宝统计，基金新进股中，机械设备行业最为集中，83只股上榜，基础化工、电子、医药 生物等行业紧随其后，分别有65只、63只、49只个股入围。从所属板块看，基金新进股中，创业板有 186只、科创板有60只、深沪主板有363只、北交所有45只。 基金新进股持股市值排行榜 基金去年四季度新进股中，从期末持股市值来看，持股市值在亿元以上的有24只，持股市值在5000万元 ~1亿元之间的有23只，持股市值1000万元~5000万元的有117只。 持股市值最高的是超捷股份，去年四季度基金持股市值合计达14.93亿元，该股共获25只基金扎堆持 有，合计持股量达974.72万股，占流通股本的比例为7.36%；其次是国城矿业，基金新进股市值达7.85 亿元，共入围33只基金重仓股名单，持股总量为2822.12万股，占流通股本的比例为2.38%；淳中科技获 基金新进301.19万股，持股市值合计达6.73亿元，位列基金新进股持股市值第三位。 基金新进股持 ...

1月21日，淳中科技涨5.11%，截至发稿，报220.88元/股，成交13.13亿元，换手率3.12%，总市值448.98 亿元。 资料显示，北京淳中科技股份有限公司位于北京市海淀区林风二路39号院1号楼5层，成立日期2011年5 月16日，上市日期2018年2月2日，公司主营业务涉及专业音视频控制设备及解决方案提供商。主营业务 收入构成为：专业视听产品68.12%，虚拟现实产品24.42%，配套产品4.17%，专业芯片产品2.01%，其 他1.29%。 从淳中科技十大流通股东角度 截至发稿，崔蕾累计任职时间7年77天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 248.43%， 任职期间最差基金回报-15.93%。 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。 责任编辑：小浪快报 数据显示，南方基金旗下1只基金位居淳中科技十大流通股东。南方中证1000ETF（512100）三季度减 持1.87万股，持有股数129.07万股，占流通股的比例为0.63%。根 ...

具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第一大卖出营业部，买入金额为 5359.81万元，卖出金额为8525.27万元，合计净卖出3165.46万元。 近半年该股累计上榜龙虎榜16次，上榜次日股价平均涨1.79%，上榜后5日平均涨5.02%。 淳中科技(603516)今日跌停，全天换手率4.08%，成交额17.70亿元，振幅7.07%。龙虎榜数据显示，沪 股通净卖出3165.46万元，营业部席位合计净卖出2798.19万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-9.99%上榜，沪股通净卖出3165.46万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.06亿元，其中，买入成交额为1.73亿 元，卖出成交额为2.33亿元，合计净卖出5963.65万元。 淳中科技1月20日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 沪股通专用 | 5359.81 | | | 买二 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 3900 ...

根据喜娜AI异动分析，淳中科技跌停原因可能如下，业绩下滑+高管减持+资金流出： 1、公司经营困境 突出：2025年前三季度淳中科技营收下降40.69%，净利润亏损2923.85万元，同时存在应收账款管理、 存货管理问题，现金流压力大，这些经营层面的困难使得投资者对公司未来前景担忧，从而影响股价。 2、概念题材影响有限：2026年1月7日新增"大盘"概念，但概念对公司实际业绩影响有限。目前并没有 明显因概念带来的利好能支撑股价，而公司经营不佳的现状让市场更偏向负面解读。 3、同概念板块情 况：需进一步结合大盘概念板块在当日的表现，若同概念相关板块整体表现不佳，那么淳中科技跌停也 受到板块拖累的影响。当前公司负面因素较多，在板块不利的情况下，股价更容易下挫。 4、资金流向 与技术面：2026年1月8日入选龙虎榜，游资和外资净卖，大量资金流出，显示市场部分资金不看好公司 短期走势。并且当日股价创历史新高却下跌，说明在高位遇到强大抛压，市场对其股价继续上涨信心不 足，技术面和资金面的不利因素共同促成了股价跌停。 2026年1月20日，淳中科技（sh603516）触及跌停，跌停价210.15元，涨幅-10%，总市值42 ...

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Chunzhong Technology, including stock price movements and trading volumes [1] - On January 16, Chunzhong Technology's stock fell by 2.58%, with a trading volume of 1.891 billion yuan. The net financing purchase on that day was 23.38 million yuan, with a total financing and securities balance of 3.406 billion yuan [1] - The company has a financing balance of 3.400 billion yuan, which accounts for 6.98% of its circulating market value [1] Group 2 - As of September 30, Chunzhong Technology had 37,100 shareholders, an increase of 37.05% from the previous period, while the average circulating shares per person decreased by 27.04% to 5,478 shares [2] - For the period from January to September 2025, the company reported a revenue of 194 million yuan, a year-on-year decrease of 40.69%, and a net profit attributable to shareholders of -29.2385 million yuan, a decrease of 156.76% [2] - Chunzhong Technology has distributed a total of 296 million yuan in dividends since its A-share listing, with 88.8144 million yuan distributed over the past three years [2]

Group 1 - The core viewpoint of the news is that Beijing Chunzhen Technology Co., Ltd. has seen a stock price increase of 5.33%, reaching 243.69 CNY per share, with a total market capitalization of 49.534 billion CNY as of the report date [1] - The company, established on May 16, 2011, and listed on February 2, 2018, specializes in professional audio and video control equipment and solutions [1] - The revenue composition of the company includes professional audio-visual products (68.12%), virtual reality products (24.42%), supporting products (4.17%), professional chip products (2.01%), and others (1.29%) [1] Group 2 - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Chunzhen Technology, having reduced its holdings by 18,700 shares to 1.2907 million shares, representing 0.63% of circulating shares [2] - The ETF has achieved a year-to-date return of 7.05%, ranking 1300 out of 5580 in its category, and a one-year return of 45.31%, ranking 1627 out of 4203 [2] - The fund manager, Cui Lei, has a tenure of 7 years and 68 days, with the fund's total asset size at 122.76 billion CNY and a best return of 234.52% during the tenure [3]

Group 1 - The core point of the article is the announcement by Chunzhi Technology regarding a change in the signing registered accountants for the 2025 audit project [2] Group 2 - The signing registered accountants have been changed from Zhang Fujian and Liu Huaxi to Zhang Fujian and Ji Yan [2]

关于变更签字会计师的公告 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个别及连带 责任。 北京淳中科技股份有限公司（以下简称"公司"）于 2025 年 4 月 21 日、 2025 年 5 月 26 日分别召开第四届董事会第四次会议和 2024 年年度股东大会， 审议通过了《关于续聘 2025 年度审计机构的议案》，同意续聘立信会计师事 务所（特殊普通合伙）（以下简称"立信会计师事务所"）为公司 2025 年度 财务及内部控制审计机构。 具体详见公司于 2025 年 4 月 22 日披露的《关于续聘 2025 年度审计机构 的公告》（公告编号：2025-011），以及 2025 年 5 月 27 日披露的《北京淳中 科技股份有限公司 2024 年年度股东大会决议公告》（公告编号：2025-026）。 证券代码:603516 证券简称:淳中科技 公告编号:2026-001 北京淳中科技股份有限公司 本次签字会计师变更过程中相关工作安排将有序交接，变更事项不会对公 司 2025 年度财务报表及内部控制审计工作产生影响。 近日，公司收到立信 ...

Group 1: Market Overview - The A-share market experienced slight fluctuations on January 7, with the Shanghai Composite Index showing resilience by closing in the green, marking a rare occurrence of 14 consecutive bullish candles [1][3] - The overall market saw a moderate increase in trading volume, reaching 2.88 trillion yuan, with a higher number of declining stocks compared to advancing ones [1][3] Group 2: Sector Performance - The chip and fishery sectors showed significant activity, with the fishery index surging over 4% and stocks like Zhongshui Fishery (000798) hitting the daily limit [3][4] - Other active sectors included hotels and restaurants, while oil and gas extraction, aerospace equipment, and brain engineering faced declines [3] Group 3: Fund Flows - Major inflows were observed in the power and machinery sectors, with over 90 billion yuan in net inflows, while the computer sector saw a net outflow exceeding 40 billion yuan [3] - The market sentiment is influenced by expectations of credit expansion and policy support, particularly benefiting new economic forces in advanced manufacturing and overseas enterprises [3][4] Group 4: Regulatory Impact - The Chinese Ministry of Commerce announced strict export controls on dual-use items to Japan, which may impact the seafood market dynamics, as Japan is a significant export destination for Chinese seafood [6] - The announcement reflects ongoing geopolitical tensions and could lead to increased domestic demand for Chinese seafood products [6] Group 5: Chip Sector Insights - The chip sector has continued to strengthen, with multiple stocks hitting daily limits, driven by a severe shortage of memory chips reported by Samsung [7] - The trend towards supply chain security and domestic control is expected to persist, with advancements in chip technology and production processes being critical for future growth [7]

Core Viewpoint - The liquid cooling market is experiencing rapid growth, driven by the expansion of downstream industries such as computing power, renewable energy storage, and electric vehicles, indicating a significant future development potential [1] Market Growth Potential - According to Guohai Securities, the liquid cooling market for Nvidia GPUs is expected to reach $11.9 billion by 2026, while the ASIC liquid cooling market is projected to reach $4.6 billion, leading to an overall data center liquid cooling market size of approximately $16.5 billion (around 116.2 billion RMB) [1] - The compound annual growth rate (CAGR) for the liquid cooling market is estimated to be around 59% from 2025 to 2026 [1] Stock Market Performance - In the A-share market, several listed companies have entered the liquid cooling supply chain, becoming crucial support for global AI computing power cooling [1] - As of January 7, liquid cooling concept stocks have averaged a rise of 79.73% since 2025, significantly outperforming the Shanghai Composite Index during the same period [1] - A total of 26 concept stocks have doubled in value, with companies such as Chunzong Technology, Siquan New Materials, Yidong Electronics, Hongsheng Co., and Yingweike seeing increases of over 200% [1]