截至发稿，张媛累计任职时间7年361天，现任基金资产总规模6.94亿元，任职期间最佳基金回报 223.03%， 任职期间最差基金回报-1.54%。 党晶累计任职时间58天，现任基金资产总规模3006万元，任职期间最佳基金回报15.18%， 任职期间最 差基金回报15.11%。 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。 数据显示，英大基金旗下1只基金重仓华虹公司。英大碳中和混合A（015724）三季度持有股数8903 股，占基金净值比例为3.39%，位居第四大重仓股。根据测算，今日浮盈赚取约5.94万元。 英大碳中和混合A（015724）成立日期2023年1月16日，最新规模2493.39万。今年以来收益6.2%，同类 排名2755/8847；近一年收益62.62%，同类排名1196/8094；成立以来收益32.54%。 英大碳中和混合A（015724）基金经理为张媛、党晶。 1月16日，华虹公司涨5.09%，截至发稿，报137.67元/股，成交29.89亿元，换手率 ...

Summary of Key Points from Conference Call Records Industry Overview - The conference call discusses the AI equipment sector, focusing on semiconductor, gas turbine, PCB equipment, and liquid cooling technologies. [1][3] Company Highlights Guanggang Gas - Expected to double new orders from 150,000 cubic meters to approximately 300,000 cubic meters by 2026, with a market capitalization projected to grow from 26 billion to between 80 billion and 100 billion [1][4] - Profit margin anticipated to rise from 10% in 2025 to 34% in the first half of the current year [4] - Actively expanding into overseas markets and developing new products like supercritical carbon dioxide [4] Gas Turbine Sector - Global gas turbine orders expected to increase from 85 GW in 2025 to over 120 GW in 2026, driven by severe electricity shortages in the U.S. [1][5] - Jie Rui is highlighted as a key player, with a potential market capitalization of over 100 billion due to shortened delivery times and strong channel capabilities [5] Gas Turbine Blade Market - Ying Liu and Wan Ze hold less than 2% of a market worth approximately 170 billion, indicating significant growth potential [6] - Improvement in yield rates from 40% to 50-60% expected, enhancing order capacity and profit margins, which currently exceed 40% [6] Lian De Co. - Projected profits for 2026 could exceed expectations, reaching between 350 million and 360 million, with a potential increase to 500 million by 2027 [9] PCB Equipment - Notable companies include Dazhu Laser, New Qiwei, and Kaige, with Dazhu Laser expected to achieve profits of 2 billion by 2026, corresponding to a market cap of 80 billion [10] Liquid Cooling Technology - Companies like Hongsheng and Ying Wei are recommended, with Ying Wei's products being more reliable and likely to enter the U.S. AI supply chain [11] Optical Communication Equipment - Aotewei is identified as a key player with significant market potential in AOI and gold wire bonding machines, with a potential revenue increase of 2 to 2.5 billion if it captures 10% market share [12] Semiconductor Industry - Huahong Semiconductor is highlighted as a key player with a favorable competitive landscape and future growth potential [13] Additional Insights - The gas turbine sector is seen as the most sustainable segment within AI equipment, with increasing demand due to electricity shortages in the U.S. [5] - The liquid cooling technology is noted for its potential to ensure operational stability in data centers, especially under extreme weather conditions [11] - The PCB equipment sector is characterized by limited investment options, making it a secondary focus compared to gas turbines and liquid cooling [3] This summary encapsulates the key points and insights from the conference call, providing a comprehensive overview of the discussed companies and industry trends.

Core Viewpoint - The report from Dongfang Securities highlights that while investors are focused on AI computing power chips driving advanced process foundry demand, there is insufficient attention on the demand for mature process foundries driven by AI. The firm believes that AI will continue to boost the demand for power-related ICs, thereby enhancing the demand for mature process foundries [1]. Group 1: Demand Insights - AI is expected to drive growth in power IC demand, which will continue to enhance the demand for mature processes. The demand increase is attributed to AI server power ICs and the localization trend in mainland China, leading to higher demand for local foundries' BCD/PMIC [3]. - The utilization rate of eight-inch capacity at some foundries has significantly increased since mid-2025, driven by the demand from AI applications [3]. Group 2: Supply Dynamics - TSMC is gradually reducing its eight-inch capacity starting in 2025, with plans for some facilities to cease operations by 2027. Samsung is also initiating eight-inch production cuts in 2025 [4]. - TrendForce forecasts a 0.3% year-on-year reduction in global eight-inch capacity in 2025, with the reduction expected to expand to 2.4% in 2026. This reduction, coupled with rising demand, is projected to increase the average utilization rate of eight-inch capacity to 85-90% in 2026, up from 75-80% in 2025 [4]. Group 3: Domestic Foundry Benefits - The trend of localization in IC manufacturing in mainland China is ongoing, with companies like SMIC reporting growth in market share for various products during the domestic replacement process. This trend is expected to provide continued order growth for domestic foundries [5]. Group 4: Investment Recommendations - The report suggests that the price increase in mature processes and the demand growth driven by AI present investment opportunities. Recommended investment targets include wafer manufacturing companies such as SMIC, Hua Hong Semiconductor, and others, as well as semiconductor equipment companies [6].

Group 1 - Southbound funds recorded a net sell of HKD 1.515 billion in Hong Kong stocks today [1] - Notable net purchases included Alibaba-W at HKD 1.976 billion, Tencent Holdings at HKD 0.642 billion, and SMIC at HKD 0.18 billion [1] - Significant net sales were observed in China Mobile at HKD 0.791 billion, Xiaomi Group-W at HKD 0.491 billion, and China National Offshore Oil at HKD 0.365 billion [1] Group 2 - Southbound funds have net bought Tencent for seven consecutive days, totaling HKD 9.65029 billion [1] - Alibaba has seen net purchases for four consecutive days, amounting to HKD 4.38486 billion [1] - China Mobile has been net sold for nine consecutive days, with a total of HKD 6.98848 billion [1] Group 3 - In the Shanghai Stock Connect, Alibaba-W experienced a decline of 2.6% with a net purchase of HKD 1.79 billion [3] - Tencent Holdings saw a decrease of 1.7% with a net purchase of HKD 0.663 billion [3] - SMIC had an increase of 1.8% with a net purchase of HKD 0.357 billion [3]

沪深两市全天主力资金净流出628.64亿元，其中，科创板主力资金净流出43.18亿元，主力资金净流入的 有222只股，主力资金净流出的有377只股。 主力资金净流入排名 | 代码 | 简称 | 主力资金净流入（万 | 主力资金流入率 | 涨跌幅 | 换手率（%） | | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | （%） | | | 688313 | 仕佳光子 | 49521.88 | 14.57 | 7.30 | 8.86 | | 688012 | 中微公司 | 44628.67 | 6.95 | 5.28 | 2.84 | | 688347 | 华虹公司 | 43539.95 | 13.18 | 4.15 | 6.33 | | 688498 | 源杰科技 | 26867.20 | 9.38 | 9.09 | 4.68 | | 688041 | 海光信息 | 23406.09 | 3.54 | -0.60 | 1.14 | | 688110 | 东芯股份 | 23156.65 | 11.10 | 2.05 | 3.94 | | 688525 | ...

截至1月15日收盘，国家大基金持股概念上涨2.30%，位居概念板块涨幅第4，板块内，33股上涨，南大 光电、江波龙、中科飞测等涨幅居前，分别上涨10.15%、9.39%、9.20%。跌幅居前的有盛科通信、北 斗星通、机器人等，分别下跌7.11%、3.50%、2.53%。 国家大基金持股概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 301308 | 江波龙 | 9.39 | 9.05 | 90860.73 | 12.31 | | 600584 | 长电科 技 | 4.79 | 7.00 | 72079.13 | 13.37 | | 300346 | 南大光 电 | 10.15 | 23.70 | 63058.93 | 6.71 | | 002371 | 北方华 创 | 2.72 | 1.73 | 48827.43 | 7.91 | | 688012 | 中微公 司 | 5.28 | 2.84 | 4462 ...

证券之星消息，1月15日半导体板块较上一交易日上涨1.74%，蓝箭电子领涨。当日上证指数报收于 4112.6，下跌0.33%。深证成指报收于14306.73，上涨0.41%。半导体板块个股涨跌见下表： 从资金流向上来看，当日半导体板块主力资金净流入54.81亿元，游资资金净流出22.98亿元，散户资金净 流出31.84亿元。半导体板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 301308 | 江波龙 | | 9.31 G | 12.61% | -5.18 Z | -7.02% | -4.13 Z | -5.59% | | 600584 | 长电科技 | | 6.97 Z | 12.92% | -2.09亿 | -3.88% | -4.87 Z | -9.04% | | 002371 | 北方华创 | | 5.01 亿 | 8.12% | -5.00 亿 | -8.10% ...

Market Performance - The Hang Seng Index declined by 0.28% [1] - The Hang Seng Tech Index fell by 1.35% [1] Company Movements - Trip.com Group experienced a drop of over 19% [1] - Tongcheng Travel saw a decline of over 8% [1] - Kingdee International decreased by over 8% [1] - Alibaba Health dropped by over 7% [1] - Hua Hong Semiconductor increased by over 6% [1]

每经AI快讯，1月15日，港股半导体尾盘持续拉升，华虹半导体涨超6%，中芯国际涨超3%。 ...

（文章来源：每日经济新闻） 每经AI快讯，华虹半导体(01347.HK)午后涨超4%，截至发稿，涨4.44%，报97.7港元，成交额21.57亿港 元。 ...