牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 伴随公募三季报密集披露，绩优基金经理持仓动向备受市场关注。 10 月 25 日，融通产业趋势、 平安核心优势、万家趋势领先等基金 披露三季报，这些基金 大多重仓了人工智能、创新药、有色金属等今年以来热门赛道。在前十大重仓股中，还涌现 出多只 " 翻倍股 " 。 在三季报中，基金经理表示， A 股市场今年涨幅较大，但从历史规律判断此轮上行趋势大概 率没有结束，市场整体估值依然处于合理水平。 李进：此轮上行趋势大概率没有结束 看好人工智能、储能和互联网等 10 月 25 日，融通产业趋势披露 2025 年三季报。最新持仓显示，前三大重仓股为海博思 创、工业富联、中际旭创，持仓市值在 2200 万元～ 2500 万元区间。值得注意的是，截至 10 月 24 日，海博思创、工业富联、中际旭创年内股价涨幅分别高达 313.46% 、 218.92% 、 301.99% 。 海博思创、工业富联、剑桥科技、中创新航、沪电股份、长飞光纤光缆 " 新晋 "其 十大重仓 股。 与二季度相比，中际旭创、东山精密获不同程度 ...

证券之星消息，10月22日其他电源设备板块较上一交易日下跌0.96%，盛弘股份领跌。当日上证指数报收 于3913.76，下跌0.07%。深证成指报收于12996.61，下跌0.62%。其他电源设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688411 | 海博思创 | 302.48 | 3.77% | 3.25万 | 9.71亿 | | 300820 | 英杰电气 | 52.19 | 2.49% | 6.13万 | 3.16亿 | | 002255 | 海陆車工 | 8.93 | 1.82% | 50.76万 | 4.48亿 | | 002366 | 融发核电 | 7.97 | 0.76% | 159.77万 | 12.77亿 | | 300376 | ST易事特 | 5.30 | 0.57% | 14.36万 | 7630.09万 | | 301516 | 中远通 | 17.24 | 0.52% | 4.20万 | 7296.99万 | | 300593 | 新富能 ...

10月20日，海博思创涨5.51%，成交额8.15亿元。两融数据显示，当日海博思创获融资买入额7075.20万 元，融资偿还9452.53万元，融资净买入-2377.33万元。截至10月20日，海博思创融资融券余额合计4.90 亿元。 融资方面，海博思创当日融资买入7075.20万元。当前融资余额4.90亿元，占流通市值的4.49%。 机构持仓方面，截止2025年6月30日，海博思创十大流通股东中，西部利得碳中和混合发起A （012975）位居第五大流通股东，持股53.15万股，相比上期增加3.61万股。景顺长城新能源产业股票A 类（011328）位居第六大流通股东，持股52.86万股，为新进股东。景顺长城成长之星股票A（000418） 位居第八大流通股东，持股39.72万股，为新进股东。 责任编辑：小浪快报 融券方面，海博思创10月20日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元。 资料显示，北京海博思创科技股份有限公司位于北京市海淀区丰豪东路9号院2号楼12层，成立日期2011 年11月4日，上市日期2025年1月27日，公司主营 ...

Group 1: Haibo Sichuang - Haibo Sichuang is a leading provider of electrochemical energy storage systems and solutions, benefiting from the industry's shift from price-driven to value-driven models [1][12][23] - The company has established a strong market position in the domestic energy storage system integration market, ranking second in 2023 and first in 2022 and 2021 in terms of shipment volume [12][24] - The global energy storage market is expected to exceed 270GW by 2030, with an annual compound growth rate of over 40%, driven by strong demand from new application scenarios such as communication bases and data centers [1][23][36] Group 2: Huazhi Jie - Huazhi Jie is a leading enterprise in the electric tool components market, expanding into new application areas such as new energy vehicles and drones [2][24] - The company has established a strong market position in the electric tool components sector, with increasing demand from the global electric tool industry since January 2025 [2][24] - Huazhi Jie is enhancing its global supply capabilities and optimizing customer service, which is expected to strengthen its competitive position in the future [2][24] Group 3: Zhongli Co., Ltd. - Zhongli Co., Ltd. is a leader in the electric forklift industry in China, focusing on green, intelligent, and digital transformation [3][24] - The company has maintained the highest sales volume of electric warehouse forklifts for 12 consecutive years and lithium battery forklifts for 6 consecutive years, showcasing its strong market position [3][24] - Zhongli is actively expanding into overseas markets, with plans for factories in Southeast Asia and strategic partnerships in Europe and America [3][24]

Core Viewpoint - The other power equipment sector experienced a rise of 1.17% on October 20, with Kewell leading the gains, while the Shanghai Composite Index closed at 3863.89, up 0.63% [1]. Group 1: Market Performance - The other power equipment sector saw individual stocks perform variably, with Kewell's stock price increasing by 9.28% to 42.40, and a trading volume of 54,600 shares, amounting to a transaction value of 234 million [1]. - Other notable performers included Haibo Sichuang, which rose by 5.51% to 287.60, and Yingkerui, which increased by 5.24% to 18.26 [1]. Group 2: Capital Flow - The other power equipment sector experienced a net outflow of 374 million from institutional investors, while retail investors saw a net inflow of 405 million [2]. - The capital flow data indicates that stocks like Tonghe Technology had a net inflow of 80.39 million from institutional investors, while ST Huaxi experienced a net inflow of 41.76 million [3].

Core Insights - AI technology can enhance the operational efficiency, safety, and economic viability of energy storage systems, and its integration into national energy strategies has been formalized [1][3][9] Group 1: National Strategy and Goals - The National Development and Reform Commission and the Energy Administration have issued implementation opinions that include "AI + Energy" as part of the national energy strategy, aiming to establish over five specialized large models and ten replicable demonstration projects by 2027 [1] - By 2030, the overall AI technology in energy is expected to reach a world-leading level, with a fully developed synergy between computing power and electricity [1] Group 2: Industry Applications and Investments - Energy companies are increasing investments in AI from perspectives of safety assurance, operational efficiency, and revenue enhancement [3] - HaiBoSiChuang plans to expand independent energy storage projects over the next 3-5 years, leveraging its existing AI and big data capabilities [3] - A strategic partnership between NengHui Technology and Ant Group aims to develop "Energy AI Intelligent Agents" to reconstruct management paradigms in renewable energy projects [3] Group 3: Operational Efficiency and Safety - AI can significantly improve operational efficiency in energy storage, transitioning from reactive maintenance to proactive monitoring [5][6] - AI technologies can predict battery health and lifespan, reducing failure rates and enhancing safety through precise diagnostics [4][5] - The integration of AI in operational processes allows for real-time monitoring and predictive maintenance, optimizing energy management and maximizing returns [6][7] Group 4: Market Potential and Economic Impact - The overall service market for energy storage is projected to reach between 40 billion to 50 billion yuan by 2030 [6] - AI-driven algorithms can enhance trading operations by providing accurate price forecasts and optimizing charging and discharging strategies [6][8] Group 5: Challenges and Bottlenecks - Despite the potential of AI, challenges such as data security, privacy protection, and the need for robust computational power remain [9][10] - The development of AI in energy storage is constrained by the need for advanced data centers (AIDC) and the associated high energy consumption [10][11] - The synergy between AI and energy storage must overcome commercial viability challenges due to the uncertain returns of storage projects [10][11]

Group 1 - The core point of the article highlights the fundraising activities of companies listed on the STAR Market, with a total of 10 companies raising 16.736 billion yuan this year, averaging 1.674 billion yuan per company [1][2] - Xi'an Yicai leads in fundraising with 4.636 billion yuan, primarily for the second phase of its silicon industry base project [1] - He Yuan Bio follows with 2.599 billion yuan raised for the construction of a plant-based recombinant human serum albumin production base and other projects [1] Group 2 - The average initial offering price of STAR Market stocks this year is 20.76 yuan, with the highest being 47.27 yuan for Ying Shi Innovation [1][2] - The issuance price of Xi'an Yicai and Yitang shares is relatively low at 8.62 yuan and 8.45 yuan respectively [1] - The issued price-earnings ratios range from 6.14 to 51.55, with an average of 30.03 and a median of 26.35 [2] Group 3 - The majority of the newly issued STAR Market companies are concentrated in Jiangsu, Hubei, and Guangdong provinces, each with two companies [2] - The top fundraising regions are Shaanxi, Hubei, and Guangdong, with amounts of 4.636 billion yuan, 3.767 billion yuan, and 3.538 billion yuan respectively [2] - Two companies have issuance price-earnings ratios above the industry average, while five companies are below it [2]

10月17日，海博思创跌5.05%，截至发稿，报277.27元/股，成交2.81亿元，换手率2.61%，总市值499.34 亿元。 资料显示，北京海博思创科技股份有限公司位于北京市海淀区丰豪东路9号院2号楼12层，成立日期2011 年11月4日，上市日期2025年1月27日，公司主营业务涉及专注于电化学储能系统的研发、生产、销售, 为传统发电、新能源发电、智能电网、终端电力用户等"源-网-荷"全链条行业客户提供全系列储能系统 产品,提供储能系统一站式整体解决方案。主营业务收入构成为：储能系统99.77%，新能源车租赁 0.10%，其他(补充)0.07%，技术服务0.06%。 从基金十大重仓股角度 银河核心优势混合A（011629）成立日期2022年7月22日，最新规模8840.21万。今年以来收益21.18%， 同类排名4183/8160；近一年收益22.08%，同类排名4252/8021；成立以来亏损21.05%。 银河核心优势混合A（011629）基金经理为李一帆。 截至发稿，李一帆累计任职时间2年167天，现任基金资产总规模8899.19万元，任职期间最佳基金回报 0.4%， 任职期间最差基金回报-0. ...

机构持仓方面，截止2025年6月30日，海博思创十大流通股东中，西部利得碳中和混合发起A （012975）位居第五大流通股东，持股53.15万股，相比上期增加3.61万股。景顺长城新能源产业股票A 类（011328）位居第六大流通股东，持股52.86万股，为新进股东。景顺长城成长之星股票A（000418） 位居第八大流通股东，持股39.72万股，为新进股东。 10月16日，海博思创跌2.98%，成交额8.04亿元。两融数据显示，当日海博思创获融资买入额7939.10万 元，融资偿还7059.93万元，融资净买入879.17万元。截至10月16日，海博思创融资融券余额合计5.31亿 元。 责任编辑：小浪快报 融资方面，海博思创当日融资买入7939.10万元。当前融资余额5.31亿元，占流通市值的4.79%。 截至6月30日，海博思创股东户数1.02万，较上期减少20.06%；人均流通股3507股，较上期增加 25.09%。2025年1月-6月，海博思创实现营业收入45.22亿元，同比增长22.66%；归母净利润3.16亿元， 同比增长12.05%。 分红方面，海博思创A股上市后累计派现1.98亿元。 融券方面， ...

Core Insights - The total amount raised by companies on the STAR Market this year has reached 15.136 billion yuan, with an average fundraising of 1.682 billion yuan per company [1][2] - The highest fundraising company is Xian Yicai, which raised 4.636 billion yuan, primarily for its silicon industry base project [1] - The average initial offering price for STAR Market stocks this year is 21.09 yuan, with the highest being 47.27 yuan for Ying Shi Innovation [1][2] Fundraising Overview - A total of 9 companies have issued new shares on the STAR Market this year, with 5 companies raising over 1 billion yuan and 3 companies raising between 500 million to 1 billion yuan [1] - The companies with significant fundraising include: - Xian Yicai: 4.636 billion yuan - He Yuan Biological: 2.599 billion yuan - Yi Tang Co.: 2.497 billion yuan - Ying Shi Innovation: 1.938 billion yuan - Xing Fu Electronics: 1.168 billion yuan [1] Pricing and Valuation - The average issuance price for STAR Market stocks is 21.09 yuan, with the highest price at 47.27 yuan for Ying Shi Innovation and the lowest at 8.45 yuan for Yi Tang Co. [1] - The issuance price-to-earnings (P/E) ratio ranges from 6.14 to 51.55, with an average of 30.03 and a median of 26.35 [2] - Yi Tang Co. has the highest P/E ratio at 51.55, while several companies have P/E ratios below the industry average [2] Regional Distribution - The majority of the companies issued this year are concentrated in Beijing, Jiangsu, and Hubei, with each region having 2 companies [2] - The top fundraising regions are Shaanxi, Hubei, and Beijing, with amounts of 4.636 billion yuan, 3.767 billion yuan, and 3.359 billion yuan respectively [2]