证券之星消息，10月25日融通基金旗下何天翔管理的融通深证100指数基金公布三季报，近1年净值增长率25.61%。与上一季度相比，该基金前十 大重仓股新增新易盛，阳光电源；其中宁德时代持仓占比11.64%，为该基金第一大重仓股；格力电器，京东方A等退出前十大重仓股；详细数据 如下： | 重合股 | 增减仓 | 唱흥 | 持有息数 | 持合市值 | | --- | --- | --- | --- | --- | | 新易盛 (300502) | 新进十大 | | 49.58万股 | 1.81亿元 | | 阳光电源 (300274) | 新进十大 | | 84.91万股 | 1.38亿元 | | 宁德时代 (300750) | 減仓 | -10.63% | 147.11万股 | 5.91亿元 | | 美的集团 (000333) | 減仓 | -10.41% | 282.98万股 | 2.06亿元 | | 中际旭创 (300308) | 減仓 | -11.81% | 49.51万股 | 2.0亿元 | | 东方财富 (300059) | 減仓 | -11.45% | 715.66万股 | 1.94亿元 | | 立讯 ...

Market Overview - On October 23, the railway and highway sector rose by 0.35% compared to the previous trading day, with Haikong Group leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Stock Performance - Haikong Group (603069) closed at 27.51, with a gain of 3.93% and a trading volume of 305,900 shares, amounting to a transaction value of 831 million yuan [1] - Other notable performers included: - Shen High-Speed (600548) at 10.38, up 2.17% [1] - Shentong Metro (600834) at 9.45, up 2.05% [1] - Shanxi Expressway (000755) at 5.16, up 1.38% [1] - Dongguan Holdings (000828) at 12.20, up 1.24% [1] Capital Flow - The railway and highway sector experienced a net outflow of 92.52 million yuan from institutional investors, while retail investors saw a net inflow of 312 million yuan [2][3] - The capital flow for key stocks included: - Haikong Group with a net inflow of 51.51 million yuan from institutional investors [3] - Daqin Railway (601006) with a net inflow of 36.62 million yuan [3] - Other stocks like Dongguan Holdings and Wantu Expressway also showed varied capital flows [3]

Group 1 - Li Binfeng is a 45-year-old male with a doctorate in economic law [3] - He has held various positions including member of the Party Committee, Deputy General Manager, Deputy Secretary of the Party Committee, Director, and General Manager at Dongguan Transportation Investment Group Co., Ltd [3] - Currently, he serves as the Party Secretary and Chairman of Dongguan Holdings, as well as the Deputy Secretary of the Party Committee, Director, and General Manager of Dongguan Transportation Investment Holding Group Co., Ltd [5] - Additionally, he is the Vice Chairman of Happiness Life Insurance Co., Ltd [5]

股票代码：000828 股票简称：东莞控股 公告编号：2025-053 东莞发展控股股份有限公司 2025 年第三次临时股东大会决议公告 一、会议召开情况 1、会议召开时间 （1）现场会议召开时间：2025 年 10 月 14 日 15:30。 （2）网络投票时间： 通过深圳证券交易所交易系统投票的具体时间为：2025 年 10 月 14 日上午 9:15—9:25，9:30—11:30，下午 13:00—15:00； 通过深圳证券交易所互联网投票系统投票的具体时间为：2025 年 10 月 14 日 9:15—15:00 的任意时间。 2、现场会议召开地点：东莞市南城街道轨道交通大厦 37 楼 1 号 会议室 本公司及董事会全体成员保证信息披露的内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会未出现否决提案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 3、召开方式：本次股东大会采取现场投票与网络投票相结合的 方式召开 4、召集人：东莞发展控股股份有限公司（以下简称"公司"）董 事会 5、主持人：董事林永森先生 1 / 4 本次股东大会的召开符合《中 ...

北京德和衡（广州）律师事务所 关于东莞发展控股股份有限公司 2025 年第三次临时股东大会的 法律意见书 东莞控股——2025 年第三次临时股东大会法律意见书 二〇二五年十月 东莞控股——2025 年第三次临时股东大会法律意见书 北京德和衡（广州）律师事务所 关于东莞发展控股股份有限公司 2025 年第三次临时股东大会的法律意见书 德和衡证见意见（2025）第 00198 号 致：东莞发展控股股份有限公司 北京德和衡（广州）律师事务所（以下简称"本所"）接受东莞发展控股股份有 限公司（以下简称"公司"）的委托，指派本所律师出席并见证了公司召开 2025 年第 三次临时股东大会。根据《中华人民共和国公司法》（以下简称《公司法》）、《中华人 民共和国证券法》（以下简称《证券法》）、中国证券监督管理委员会《上市公司股东 大会规则》（以下简称《股东大会规则》）等法律法规、规范性法律文件及现行有效的 《东莞发展控股股份有限公司章程》（以下简称《公司章程》）的规定，就本次临时股 东大会的召集和召开程序、出席和列席本次临时股东大会的人员资格、本次临时股东 大会的表决程序、表决结果的合法性、有效性进行见证，并出具法律意见书。 ...

以同意票 7 票，反对票 0 票，弃权票 0 票，审议通过了《关于选 举公司董事长的议案》。 同意选举李斌峰先生为公司董事长，任期自本次董事会审议通过 之日起至第八届董事会届满之日止。 特此公告 东莞发展控股股份有限公司董事会 2025 年 10 月 14 日 1 / 2 股票代码：000828 股票简称：东莞控股 公告编号：2025-054 东莞发展控股股份有限公司 第八届董事会第四十七次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 东莞发展控股股份有限公司（以下简称"公司""本公司"）第 八届董事会第四十七次会议，于 2025 年 10 月 14 日在本公司会议室 召开，应到会董事 7 名，实际到会董事 7 名，会议主持人为公司董事 林永森先生。会议的召开符合《中华人民共和国公司法》和本公司章 程的规定，决议合法有效。本次会议作出了如下决议： 李斌峰，男，汉族，45 岁，经济法学博士。历任东莞市交通投 资集团有限公司党委委员、副总经理、党委副书记、董事、总经理等 职务。现任本公司党委书记、董事长，东莞市交通投资控股集团有限 公司党委副书记、 ...

Core Viewpoint - The railway and highway sector experienced a rise of 0.88% on October 10, with Dongguan Holdings leading the gains, while the overall stock market indices saw declines [1][3]. Group 1: Market Performance - On October 10, the Shanghai Composite Index closed at 3897.03, down 0.94%, and the Shenzhen Component Index closed at 13355.42, down 2.7% [1]. - The railway and highway sector stocks showed varied performance, with Dongguan Holdings closing at 12.01, up 5.35%, and other notable gainers including Ninghu Highway and Fulian Yuanye [1]. Group 2: Stock Details - Key stocks in the railway and highway sector included: - Dongguan Holdings (000828): Closed at 12.01, up 5.35%, with a trading volume of 243,600 shares and a transaction value of 291 million yuan [1]. - Ninghu Highway (600377): Closed at 12.92, up 3.19%, with a trading volume of 142,300 shares and a transaction value of 182 million yuan [1]. - Fulian Yuanye (002357): Closed at 10.28, up 2.80%, with a trading volume of 280,900 shares and a transaction value of 299 million yuan [1]. Group 3: Capital Flow - The railway and highway sector saw a net inflow of 42.37 million yuan from main funds, while retail funds experienced a net outflow of 73.74 million yuan, and individual investors contributed a net inflow of 31.37 million yuan [3].

Market Overview - On October 9, the railway and highway sector rose by 0.18% compared to the previous trading day, with Chongqing Road and Bridge leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Individual Stock Performance - Chongqing Road and Bridge (600106) closed at 6.47, with a gain of 2.54% and a trading volume of 512,000 shares, amounting to a transaction value of 328 million yuan [1] - Dongguan Holdings (000828) closed at 11.40, up 2.06%, with a trading volume of 114,900 shares and a transaction value of 131 million yuan [1] - Guangdong Expressway A (000429) closed at 11.07, increasing by 1.65%, with a trading volume of 130,300 shares and a transaction value of 143 million yuan [1] - Jiangxi Changyuan (600561) experienced a decline of 4.72%, closing at 6.66, with a trading volume of 195,900 shares and a transaction value of 129 million yuan [2] Capital Flow Analysis - The railway and highway sector saw a net outflow of 53.79 million yuan from institutional investors, while retail investors experienced a net outflow of 49.71 million yuan [2] - Conversely, speculative funds recorded a net inflow of 103 million yuan into the sector [2] Key Stock Capital Flows - 京沪高铁 (601816) had a net outflow of 49.17 million yuan from institutional investors, with a 5.50% net share [3] - 重庆路桥 (600106) saw a net inflow of 42.59 million yuan from institutional investors, representing 12.99% of its shares [3] - 大众交通 (600611) experienced a net inflow of 24.66 million yuan from institutional investors, accounting for 10.45% of its shares [3]

Core Viewpoint - The railway and highway sector experienced a decline of 1.07% on September 30, with Wan Tong Expressway leading the losses, while the Shanghai Composite Index rose by 0.52% and the Shenzhen Component Index increased by 0.35% [1][2]. Group 1: Market Performance - The railway and highway sector saw a net outflow of 341 million yuan from major funds, while retail investors contributed a net inflow of 154 million yuan [2][3]. - Key stocks in the sector included Jiangxi Changyun, which rose by 4.02%, and Hainan Expressway, which fell by 1.35% [1][2]. Group 2: Stock Details - Wan Tong Expressway closed at 13.33 yuan, down 1.77%, with a trading volume of 96,900 shares and a transaction value of 130 million yuan [2]. - Jiangxi Changyun had a closing price of 6.99 yuan, up 4.02%, with a trading volume of 230,400 shares and a transaction value of 163 million yuan [1][2]. Group 3: Fund Flow Analysis - Major funds showed a net inflow in stocks like Hainan Expressway and Jiangxi Changyun, while retail investors had mixed results across various stocks [3]. - The net inflow for Jiangxi Changyun from major funds was 20.76 million yuan, while retail investors showed a net outflow of 18.04 million yuan [3].

Market Overview - On September 29, the railway and highway sector rose by 0.41% compared to the previous trading day, with Fulin Transportation leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Notable gainers in the railway and highway sector included: - Fulin Transportation (002357) with a closing price of 10.00, up 2.35% on a trading volume of 83,100 shares and a turnover of 82.01 million yuan [1] - Anhui Expressway (600012) closed at 13.57, up 1.95% with a trading volume of 151,300 shares and a turnover of 204 million yuan [1] - Dongguan Holdings (000828) closed at 11.33, up 1.80% with a trading volume of 84,900 shares and a turnover of 95.34 million yuan [1] Fund Flow Analysis - The railway and highway sector experienced a net outflow of 274 million yuan from institutional investors, while retail investors saw a net inflow of 178 million yuan [2] - The sector's overall fund flow indicated that retail investors were more active compared to institutional investors on that day [2] Individual Stock Fund Flow - Key stocks with significant fund flow included: - Haikou Group (603069) with a net inflow of 20.84 million yuan from institutional investors, but a net outflow of 19.49 million yuan from retail investors [3] - Sichuan Chengyu (601107) had a net inflow of 7.74 million yuan from institutional investors, while retail investors saw a net outflow of 612.25 million yuan [3] - Hainan Expressway (000886) recorded a net inflow of 11.83 million yuan from institutional investors, but retail investors had a net outflow of 660.90 million yuan [3]