AI基金东方人工智能主题混合A（005844）披露2025年四季报，第四季度基金利润163.23万元，加权平均基金份额本期利润0.0041元。报告期内，基金净值 增长率为1.22%，截至四季度末，基金规模为6亿元。 该基金属于偏股混合型基金，长期投资于TMT股票。截至1月22日，单位净值为2.026元。基金经理是严凯，目前管理的3只基金近一年均为正收益。其中， 截至1月22日，东方惠新灵活配置混合A近一年复权单位净值增长率最高，达105.58%；东方创新科技混合最低，为88.54%。 基金管理人在四季报中表示，在 AI 产业爆发式增长与国内半导体产业国产化加速推进的双重背景下，我们聚焦兼具这两大趋势的投资方向。本基金重点布 局半导体芯片产业链的短板领域，尤其关注半导体设备、材料及零组件等关键环节——这些领域不仅技术壁垒高、市场竞争优势显著，更深度受益于国家政 策扶持，具备充足的发展动力。展望未来，本基金将继续紧密跟踪半导体产业国产化进程，深度挖掘技术创新所蕴含的长期投资价值与回报机遇。 截至1月22日，东方人工智能主题混合A近三个月复权单位净值增长率为37.55%，位于同类可比基金1/229；近半年复权单位净 ...

1月23日，中科飞测跌5.01%，截至发稿，报187.61元/股，成交8.08亿元，换手率1.71%，总市值656.94 亿元。 资料显示，深圳中科飞测科技股份有限公司位于广东省深圳市龙华区观澜街道观光路银星科技园1301 号，成立日期2014年12月31日，上市日期2023年5月19日，公司主营业务涉及检测和量测两大类集成电 路专用设备的研发、生产和销售。主营业务收入构成为：检测设备60.72%，量测设备36.40%，服务及 其他2.88%。 从基金十大重仓股角度 金鹰产业智选一年持有混合A（018547）成立日期2023年8月15日，最新规模1779.06万。今年以来收益 18.05%，同类排名229/8847；近一年收益36.8%，同类排名3425/8099；成立以来收益40.65%。 金鹰产业智选一年持有混合A（018547）基金经理为倪超。 截至发稿，倪超累计任职时间10年230天，现任基金资产总规模31.05亿元，任职期间最佳基金回报 156.51%， 任职期间最差基金回报-20.91%。 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，任何在本文出现的信息（包括但 不限于个股、评论 ...

Shareholder Reduction Plans - Junchen Technology's shareholder Junchen Partnership plans to reduce its stake by no more than 2.94% [1] - Wuchan Jinlun's shareholder Jinlun Holdings intends to reduce its stake by no more than 3% [1] - Haiguang Information's major shareholder Blue Ocean Lightboat Partnership plans to reduce its stake by no more than 0.50% [1] - Boyun New Materials' shareholder Gao Chuang Investment plans to reduce its stake by no more than 1% [1] - Green Alliance Technology's shareholder Cyber Security Fund plans to reduce its stake by no more than 3% [1] - Te Fa Service's shareholder Yinkun Company plans to reduce its stake by no more than 3% [1] - Mengcao Ecology's actual controller Wang Zhaoming plans to reduce his stake by no more than 2.3311% [1] - Huatu Shanding's shareholder Che Lu plans to reduce his stake by no more than 3% [1] - Heshun Electric's shareholder Shen Xin plans to reduce his stake by no more than 2.5% [1] - Ruihua Tai's shareholder Ju Yao Kun plans to reduce his stake by no more than 540,000 shares [1] - Luokai Co., Ltd.'s shareholders Luohui Investment, Luoteng Investment, and Luosheng Investment plan to reduce their total stake by 378,030 shares [1] - Zhongke Feice's shareholder Guotou Chuangye Fund plans to reduce its stake by 234,870 shares [1] - Tuo Jing Technology's shareholder National Integrated Circuit Fund has already reduced its stake by 297,760 shares [1] Other Significant Developments - *ST Biology has terminated its major asset restructuring plan [1] - *ST Biology's stock may face delisting [1]

Core Viewpoint - The announcement details a change in shareholding by a major shareholder, Guotou (Shanghai) Technology Achievement Transformation Venture Capital Fund, which has reduced its stake in Zhongke Feice Technology Co., Ltd. from 8.64% to 7.97% through a share reduction plan [4][6]. Group 1: Shareholder Information - The shareholder involved in the equity change is Guotou (Shanghai) Technology Achievement Transformation Venture Capital Fund, which has no associated action parties [3]. - The reduction in shareholding occurred between November 24, 2025, and January 22, 2026, with a total of 2,348,698 shares sold [4][5]. Group 2: Equity Change Details - The equity change touched the 1% threshold, with the current total share capital of the company being 350,163,237 shares [5]. - This reduction does not violate any laws or regulations, including the Securities Law of the People's Republic of China and the Management Measures for the Acquisition of Listed Companies [4][6]. Group 3: Additional Notes - The equity change is part of a previously disclosed share reduction plan and does not trigger a mandatory takeover bid [6]. - The change in shareholding will not affect the company's controlling shareholder or actual controller, nor will it impact the governance structure and ongoing operations of the company [7].

证券代码：688361 证券简称：中科飞测 公告编号：2026-004 深圳中科飞测科技股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的 提示性公告 二、 权益变动触及 1%刻度的基本情况 股东国投（上海）科技成果转化创业投资基金企业（有限合伙）保证向本公司提 供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | 5%以上大股东及其一致行动人 ☑其他 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 2.信息披露义务人信息 | 信息披露义务人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | | □ | 控股股东/实控人 | | | 国投（上海）科技成 | □ | 控股股东/实控人的一致 ...

Group 1 - The core point of the article is that Zhongke Feimiao (688361.SH) announced a reduction in shareholding by Guotou Chuangye Fund, decreasing its stake from 8.64% to 7.97% through centralized bidding transactions [1] Group 2 - The reduction involved a total of 2,348,698 shares being sold [1] - The change in equity ownership triggered a shift of 1% in the company's total shareholding [1]

中科飞测公告称，2025年11月24日至2026年1月22日，持股5%以上股东国投（上海）科技成果转化创业 投资基金企业（有限合伙）通过集中竞价交易减持234.87万股，占公司总股本比例由8.64%降至7.97%， 权益变动触及1%刻度。本次变动系履行已披露减持计划，不触及要约收购，未违反相关规定，不会导 致控股股东、实际控制人变化，减持计划尚未实施完毕。 ...

Core Viewpoint - The announcement from Zhongke Feice indicates a planned reduction in shareholding by a major shareholder, which will not affect the control of the company or trigger a mandatory bid [1] Group 1: Shareholder Actions - The major shareholder, Guotou (Shanghai) Technology Achievement Transformation Venture Capital Fund, reduced its holdings by 2.3487 million shares, decreasing its ownership from 8.64% to 7.97% of the total share capital [1] - This reduction in shareholding is part of a previously disclosed plan and does not violate any regulations [1] - The reduction does not lead to a change in the controlling shareholder or actual controller of the company [1]

Core Viewpoint - The average stock price of the STAR Market is 48.62 yuan, with significant price variations among stocks, indicating a robust market performance and investor interest in high-value stocks [1]. Group 1: Stock Performance - A total of 441 stocks on the STAR Market rose today, while 151 declined, reflecting overall positive market sentiment [1]. - The highest closing price was recorded by Cambrian-U at 1353.87 yuan, which increased by 0.81% [1]. - Among stocks priced over 100 yuan, the average increase was 2.52%, with notable gainers including Longxin Technology and Chipone Microelectronics [1]. Group 2: Price Premiums - The average premium of stocks priced over 100 yuan relative to their issue price is 524.18%, with the highest premiums seen in companies like Shuwei New Materials and Anji Technology [1]. - The premium rates for these companies are 6144.67%, 2186.27%, and 2002.61% respectively, indicating strong investor confidence [1]. Group 3: Industry Concentration - The majority of stocks priced over 100 yuan are concentrated in the electronics, computer, and machinery sectors, with 48, 13, and 12 stocks respectively [1]. Group 4: Capital Flow - The net inflow of main funds into stocks priced over 100 yuan today was 35.98 billion yuan, with leading inflows from Haiguang Information and SMIC [2]. - Conversely, the stocks with the highest net outflows included Zhenlei Technology and Baiwei Storage, with outflows of 406.05 million yuan and 326.70 million yuan respectively [2]. Group 5: Margin Trading - The total margin balance for stocks priced over 100 yuan is 127.72 billion yuan, with Cambrian-U and SMIC having the highest balances of 15.18 billion yuan and 13.27 billion yuan respectively [2].

Group 1 - The semiconductor equipment ETF (159327) has seen a 0.22% increase, with a trading volume exceeding 17 million, indicating active market participation [1] - The top ten weighted stocks within the ETF show mixed performance, with notable movements including a 1.21% drop in Zhongwei Company and a 2.22% decline in Chip Source Micro [1] - The ETF has experienced net inflows for ten consecutive days, accumulating over 390 million, and its latest fund size has reached 1.125 billion, surpassing the 1 billion threshold [1] Group 2 - China's GDP has reached a new milestone of 140 trillion yuan, with a year-on-year growth of 5% [4] - By 2025, the added value of the digital product manufacturing industry is expected to grow by 9.3%, while the information transmission, software, and IT services sector is projected to grow by 11.1% [4] - The rapid development of "AI+" has led to significant production increases in storage chips and servers, with growth rates of 22.8% and 12.6% respectively [4] Group 3 - The demand for memory bandwidth and capacity driven by AI training and inference is propelling the storage industry into a new growth cycle, with both volume and price increasing [5] - The semiconductor equipment ETF focuses on critical segments such as lithography, etching, thin film deposition, cleaning equipment, and silicon wafers, covering leading companies like North Huachuang and Zhongwei Company [5] - The capital expenditure cycle in the equipment sector is expected to continue until 2030, providing long-term investment value amid the expansion of AI servers, smart terminals, and storage chips [5] Group 4 - Investors can also access the semiconductor industry through linked funds (Class A 023828, Class C 023829) to benefit from the rising industry prosperity and the dividends of domestic chip production [6]