华宝量化选股混合发起式A（017715）成立日期2023年2月20日，最新规模2147.06万。今年以来收益 26.82%，同类排名4017/8166；近一年收益30.53%，同类排名3243/8014；成立以来收益35.15%。 华宝量化选股混合发起式A（017715）基金经理为徐林明、喻银尤。 截至发稿，徐林明累计任职时间16年16天，现任基金资产总规模16.18亿元，任职期间最佳基金回报 102.38%， 任职期间最差基金回报-43.03%。 喻银尤累计任职时间3年99天，现任基金资产总规模4.91亿元，任职期间最佳基金回报33.97%， 任职期 间最差基金回报0.42%。 10月10日，嘉元科技跌5.19%，截至发稿，报34.70元/股，成交7.79亿元，换手率5.12%，总市值147.91 亿元。 资料显示，广东嘉元科技股份有限公司位于广东省梅州市梅县区雁洋镇文社村，成立日期2001年9月29 日，上市日期2019年7月22日，公司主营业务涉及各类高性能电解铜箔的研究、生产和销售。主营业务 收入构成为：锂电铜箔83.77%，其他收入12.64%，标准铜箔3.58%。 从基金十大重仓股角度 数据显示， ...

证券代码：688388 证券简称：嘉元科技 公告编号：2025-095 转债代码：118000 转债简称：嘉元转债 广东嘉元科技股份有限公司 可转债转股结果暨股份变动公告 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、准确性和完整性依法承担法律责任。 重要内容提示： ● 转股情况：自2025年7月1日至2025年9月30日期间，"嘉元转债"共有人民币475,000元已转换为公司股 票，转股数量为14,282股，占"嘉元转债"转股前公司已发行股份总额的0.0062%。自2021年9月1日至 2025年9月30日，累计共有人民币262,127,000元已转换为公司股票，累计转股数量3,337,657股，占"嘉元 转债"转股前公司已发行股份总额的1.4456%。 ● 未转股可转债情况：截至2025年9月30日，"嘉元转债"尚未转股的可转债金额977,873,000元，占"嘉元 转债"发行总量的78.8607%。 一、可转债发行上市概况 5、因公司实施2023年度权益分派方案，自2024年7月3日起转股价格由50.48元/股调整为50.47元/股，具 体内容详见 ...

| | | 根据有关规定和《广东嘉元科技股份有限公司向不特定对象发行可转换公司 债券募集说明书》的约定，公司向不特定对象发行的可转换公司债券"嘉元转债" 自 2021 年 9 月 1 日起可转换为公司股份，转股期间为 2021 年 9 月 1 日至 2027 广东嘉元科技股份有限公司 可转债转股结果暨股份变动公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 转股情况：自 2025 年 7 月 1 日至 2025 年 9 月 30 日期间，"嘉元转债" 共有人民币 475,000 元已转换为公司股票，转股数量为 14,282 股，占"嘉元转 债"转股前公司已发行股份总额的 0.0062%。自 2021 年 9 月 1 日至 2025 年 9 月 30 日，累计共有人民币 262,127,000 元已转换为公司股票，累计转股数量 3,337,657 股，占"嘉元转债"转股前公司已发行股份总额的 1.4456%。 未转股可转债情况：截至 2025 年 9 月 30 日，"嘉元转债"尚未转股的 可转债金额 97 ...

Core Viewpoint - The stock of Jia Yuan Technology has experienced significant fluctuations, with a year-to-date increase of 149.49% and a recent decline of 2.05% on October 9, 2023, indicating volatility in investor sentiment and market conditions [1]. Company Overview - Jia Yuan Technology, established on September 29, 2001, and listed on July 22, 2019, specializes in the research, production, and sales of high-performance electrolytic copper foil, with a revenue composition of 83.77% from lithium battery copper foil, 12.64% from other sources, and 3.58% from standard copper foil [1][2]. Financial Performance - For the first half of 2025, Jia Yuan Technology reported a revenue of 3.963 billion yuan, reflecting a year-on-year growth of 63.55%, and a net profit attributable to shareholders of 36.7541 million yuan, which is a 134.94% increase compared to the previous year [2]. - The company has distributed a total of 496 million yuan in dividends since its A-share listing, with 174 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Jia Yuan Technology increased by 9.71% to 17,900, with an average of 23,821 circulating shares per person, a decrease of 8.85% [2]. - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 10.0091 million shares as a new shareholder [3]. Market Activity - On October 9, 2023, Jia Yuan Technology's stock price was 36.75 yuan per share, with a trading volume of 786 million yuan and a turnover rate of 4.88%, leading to a total market capitalization of 15.664 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 173 million yuan on September 10, 2023 [1].

Core Insights - Guangdong Jiyuan Technology Co., Ltd. (referred to as "Jiyuan Technology") Chairman Liao Pingyuan has been recognized as an outstanding builder of socialism with Chinese characteristics in the non-public economy sector [1][2] - The company aims to overcome technical bottlenecks in high-precision and high-performance copper foil production, establishing its technological advantages [1] Company Development - Jiyuan Technology has successfully developed core technologies for 6-micron ultra-thin lithium battery copper foil and has industrialized 4.5-micron ultra-thin high-end copper foil [2] - The company has established seven production bases, with an annual production capacity exceeding 130,000 tons, ranking among the top domestic copper foil manufacturers [2] Production and Financial Performance - In the first half of the year, Jiyuan Technology achieved a copper foil production of approximately 41,400 tons, a year-on-year increase of 72.46%, and sales of 40,700 tons, up 63.01% [2] - The company reported a revenue of 3.96 billion yuan, reflecting a year-on-year growth of 63.55% [2] Market Expansion - Jiyuan Technology is actively expanding into overseas emerging markets, having exported high-end copper foil to Malaysia, primarily for energy storage applications [2] - The company has established a market presence in Japan, South Korea, Europe, and the United States, with Southeast Asia being a key focus for recent overseas market expansion [2] Future Strategy - The company plans to continue focusing on its core copper foil business while exploring new production sectors such as AI computing power, semiconductors, robotics, and low-altitude economy [2]

Group 1 - The core viewpoint of the news is that 嘉元科技 (Jia Yuan Technology) has seen a stock price increase of 5.15%, reaching 38.16 yuan per share, with a total market capitalization of 16.265 billion yuan as of September 30 [1] - 嘉元科技 specializes in the research, production, and sales of high-performance electrolytic copper foil, with its main business revenue composition being 83.77% from lithium battery copper foil, 12.64% from other revenues, and 3.58% from standard copper foil [1] Group 2 - 华宝基金 (Huabao Fund) has a significant holding in 嘉元科技, with its 华宝量化选股混合发起式A (017715) fund holding 19,000 shares, accounting for 1.2% of the fund's net value, ranking as the seventh largest holding [2] - The 华宝量化选股混合发起式A fund has achieved a year-to-date return of 25.49% and a one-year return of 39.93%, ranking 3877 out of 8167 and 2911 out of 8010 respectively [2] Group 3 - The fund manager of 华宝量化选股混合发起式A is 徐林明 (Xu Linming), who has a tenure of 16 years and has achieved a best fund return of 98.82% during his management period [3] - The other fund manager, 喻银尤 (Yu Yinyou), has a tenure of 3 years and has achieved a best fund return of 32.22% during his management period [3]

（编辑 任世碧） 证券日报网讯 9月29日晚间，嘉元科技发布公告称，公司于2025年8月29日召开了第五届董事会第五十 三次会议审议通过了《关于公司对外投资的议案》，公司通过受让股权及增资的方式获得武汉恩达通科 技有限公司（简称"恩达通"）13.5870%股权，投资金额人民币5亿元，其中股权转让价款人民币1.5亿 元，增资款人民币3.5亿元。近日，恩达通已办理完毕上述事项相关的工商变更登记手续，并取得了由 武汉东湖新技术开发区市场监督管理局换发的《营业执照》。 ...

| 证券代码：688388 | 证券简称：嘉元科技 | 公告编号：2025-094 | | --- | --- | --- | | 转债代码：118000 | 转债简称：嘉元转债 | | 广东嘉元科技股份有限公司 关于对外投资进展暨完成工商变更登记的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： | 投资标的名称 | 武汉恩达通科技有限公司 | 投资金额（万元） | 50,000.00 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 投资进展情况 | 完成 | 终止 | □交易要素变更 | 进展 | □募集失败 | | | | □未能完成备案登记 | □提前终止 | | | | | | | | □发生重大变更 | 其他：本次公司对外投资的武汉恩达通科技有限公司（以下 | | | | | | | | 简称"恩达通"、"目标公司"）所处行业为光模块行业， | 特 | 别 | 风 | 险 | 提 | 示 | 属于公司拓展的新 ...

Core Viewpoint - The article discusses the performance of the Science and Technology Innovation Enhanced ETF (588520), highlighting its recent market activity and key holdings [1]. Group 1: ETF Performance - The Science and Technology Innovation Enhanced ETF (588520) opened with a gain of 0.31%, priced at 1.310 yuan [1]. - Since its inception on June 27, 2025, the fund has achieved a return of 30.89%, with a one-month return of 6.09% [1]. Group 2: Key Holdings - Major holdings in the ETF include: - Semiconductor Manufacturing International Corporation (down 0.99%) - Cambricon Technologies (up 0.14%) - Jianyuan Technology (up 6.32%) - Transsion Holdings (up 2.38%) - Zhuhai CosMX Battery Co., Ltd. (up 1.21%) - Western Superconducting Technologies (up 0.17%) - Xiangsheng Medical (up 0.81%) - Trina Solar (down 0.31%) - China Railway Signal & Communication Corp (unchanged) - Saintshine Medical (up 0.70%) [1].

Market Performance - The semiconductor industry index rose by 1.43% as of September 23, 2025, with notable gains from companies like Changchuan Technology (up 20.00%) and Huafeng Measurement Control (up 8.54%) [1] - The semiconductor industry ETF (159582) increased by 1.42%, reaching a price of 2.07 yuan, and has seen a cumulative increase of 9.79% over the past week [1] - The ChiNext chip index experienced a slight decline of 0.05%, with mixed performance among constituent stocks [3] - The new materials index on the ChiNext fell by 0.58%, with some stocks like Tonglian Precision gaining while others like Debang Technology declined [5] Investment Trends - Nvidia and OpenAI announced a partnership, with Nvidia planning to invest up to $100 billion in data centers, leading to a nearly 4% increase in Nvidia's stock price [6] - Domestic chip companies are making progress, with Moer Thread set to debut on the ChiNext and Muxi Co. entering the second round of inquiries for its IPO, focusing on high-performance GPU development [6] Technology Advancements - DeepSeek announced an upgrade to its model, enhancing language consistency and agent capabilities, while Yushu Technology showcased its humanoid robot's strong anti-interference abilities [7] - The continuous iteration of AI and robotics technology indicates ongoing optimization in AI application capabilities [8] ETF Insights - The semiconductor industry ETF has a recent scale of 255 million yuan, marking a six-month high, despite a net outflow of 602.22 million yuan recently [9] - The ChiNext chip ETF has seen a net outflow of 337.66 million yuan, with a total inflow of 334 million yuan over the past 21 trading days [10] - The new materials ETF has experienced a significant scale increase of 212 million yuan over the past year, ranking first among comparable funds [10]