数据显示，该基金近3个月收益率17.79%，近一年收益率34.88%，成立以来收益率为-56.3%。其股票持 仓前十分别为：生益科技、华丰科技、凌云股份、光迅科技、锐捷网络、华工科技、光明肉业、山推股 份、深南电路、上海机电，前十持仓占比合计47.49%。 天眼查商业履历信息显示，长盛基金管理有限公司成立于1999年3月，位于深圳市，是一家以从事资本 市场服务为主的企业。注册资本20600万人民币，法定代表人为胡甲。 来源：金融界 截至2025年6月30日，长盛基金旗下长盛国企改革混合（001239）期末净资产3.86亿元，比上期增加 5.72%，该基金经理为代毅。 简历显示，代毅先生:研究生,硕士,中国国籍。2010年7月加入长盛基金管理有限公司研究部,曾任行业研 究员、基金经理助理等职务。现任长盛城镇化主题混合型证券投资基金基金经理。曾任长盛动态精选证 券投资基金基金经理。2020年4月21日起担任长盛国企改革主题灵活配置混合型证券投资基金基金经 理。2019年05月22日至2020年05月27日任长盛同盛成长优选灵活配置混合型证券投资基金(LOF)基金经 理。曾任长盛生态环境主题灵活配置混合型证券投资基 ...

Core Viewpoint - Nine listed companies in the optical module sector have disclosed their performance forecasts for the first half of the year, with significant year-on-year profit increases, particularly for New Yisheng, which expects a nearly fourfold increase in net profit [1] Group 1: Company Performance - New Yisheng anticipates a net profit increase of 328%-385% year-on-year, with a quarterly increase of 35.22%-67.01% [2] - Ruijie Network expects a year-on-year profit increase of 160%-232% and a quarterly increase of 172.79%-275.30% [2] - Zhongji Xuchuang forecasts a net profit of 3.6 billion to 4.4 billion yuan, with a year-on-year increase of 52.64%-86.57% [2] - Huagong Technology projects a net profit of 890 million to 950 million yuan, with a year-on-year increase of 42.43%-52.03% [2] - Guangxun Technology expects a net profit of 323 million to 407 million yuan, with a year-on-year increase of 55%-95% [2] - Xingwang Ruijie anticipates a net profit of 180 million to 240 million yuan, with a year-on-year increase of 43.81%-91.75% [2] - Cambridge Technology forecasts a net profit of 120 million to 128 million yuan, with a year-on-year increase of 50.12%-60.12% [2] - Guangku Technology expects a net profit of 48.56 million to 54.63 million yuan, with a year-on-year increase of 60%-80% [2] - Huilv Ecology anticipates a net profit of 36 million to 49 million yuan, with a year-on-year increase of 34.92%-83.64% [2] Group 2: Market Trends - The demand for high-speed optical modules has significantly increased, driven by the growth in data centers and AI technology [2] - Companies are benefiting from optimized product structures and increased customer demand in the computing power sector [2] - The overall performance of the optical module industry is being positively impacted by technological advancements and cost control measures [2]

Core Viewpoint - The China Securities 500 Quality Growth Index has shown a decline of 0.54% as of July 18, 2025, with mixed performance among constituent stocks, indicating a volatile market environment [1] Group 1: Market Performance - The top-performing stocks include Kanghong Pharmaceutical, which rose by 4.66%, and Qilu Bank, which increased by 3.30%, while Chunfeng Power led the decline with a drop of 6.43% [1][4] - The China Securities 500 Quality Growth ETF has been adjusted, with the latest price at 1 yuan [1] Group 2: Analyst Insights - Several foreign investment banks have expressed optimism about the Chinese market, with Citigroup upgrading the ratings for Chinese and Korean markets to "overweight" despite macroeconomic fluctuations [1] - CICC's report highlights the value of equity markets amid an "asset shortage," suggesting a positive outlook for the second half of the year, although short-term uncertainties remain [1] Group 3: Index Composition - The China Securities 500 Quality Growth Index consists of 100 high-profitability, sustainable, and cash-rich companies selected from the broader China Securities 500 Index [2] - As of June 30, 2025, the top ten weighted stocks in the index account for 20.42% of the total index, with Dongwu Securities and Kaiying Network being the largest constituents [2]

Investment Rating - The report assigns a "Buy" rating for the company, indicating an expected price increase of over 15% relative to the CSI 300 index within the next six months [18]. Core Insights - The company is experiencing rapid net profit growth, with a forecasted net profit of 8.9 to 9.5 billion yuan for the first half of 2025, representing a year-on-year increase of 42.43% to 52.03% [4]. - The company focuses on three core business areas: perception, connectivity, and intelligent manufacturing, with significant growth in revenue and profitability in these segments [7]. - The company has a strong position in the global optical module market, benefiting from high demand in domestic computing optical modules and successful overseas expansion [8]. Summary by Sections Financial Performance - The company reported a sales net profit margin of 12.12% in Q1 2025, with a decrease in expense ratios, indicating effective cost control [7]. - The projected net profits for 2025, 2026, and 2027 are 17.97 billion yuan, 23.10 billion yuan, and 28.16 billion yuan, respectively, with corresponding P/E ratios of 26.69X, 20.76X, and 17.03X [8][10]. Business Segments - The connectivity business is experiencing significant growth due to increased demand for high-speed optical modules in data centers, while the perception business is capitalizing on the rising penetration of electric vehicles [7]. - The intelligent manufacturing segment is also seeing rapid order growth, driven by equipment upgrades in industries such as electric vehicles and shipbuilding [7]. Research and Development - The company has full self-research design capabilities from silicon photonic chips to modules, with a 43.03% year-on-year increase in R&D expenses in Q1 2025 [7]. - The company is actively developing new technologies and materials for next-generation optical modules, including a 1.6T optical module and various product solutions [7]. Market Outlook - The global demand for optical modules is expected to benefit from the increasing computational power needs driven by AI and big data applications, with significant growth projected in the Chinese intelligent computing market [8].

通信 周跟踪（20250707-20250713） 领先大市-A(维持) 2025 年 7 月 17 日 行业研究/行业周报 通信行业近一年市场表现 行业动向： 1）Grok4 发布，xAI 宣称达到最新的 SOTA（最先进的模型） 资料来源：最闻 7 月 10 日，马斯克宣布推出 xAI 下一代大模型 Grok4，其推理能力相较于前 代提升了 10 倍，主要得益于 Grok4 推理的强化学习再度提升了 10 倍的计算量， 这意味着后训练和推理领域的 scalinglaw 仍在发挥作用。Grok4 在 HLE（人类最 后的考试）中成绩刷新新高，马斯克认为，Grok4 目前在所有学科都达到了博士 后的水平。应用方面，Grok4 的语音能力相较于上代速度快了 2 倍，在真实物理 世界执行复杂操作任务的能力大幅领先，被认为在编程、机器人训练、科学模拟、 前沿课题研究等领域可以实现更佳的效果。 相关报告： 【山证通信】山西证券通信行业周 2）Kimi 发布最新一代 MoE 模型 K2 并宣布开源，在自主编程、工具调用、 数学推理能力上表现大幅进步 跟踪：Coreweave 开启首批部署 GB300， 星网发展有望加速 ...

截至2025年7月17日 13:13，中证500质量成长指数(930939)上涨0.45%，成分股生益电子(688183)上涨14.17%，景旺电子(603228)上涨6.93%，法拉电子 (600563)上涨6.07%，康弘药业(002773)上涨5.43%，华工科技(000988)上涨3.75%。500质量成长ETF(560500)上涨0.40%，最新价报1.01元。 500质量成长ETF紧密跟踪中证500质量成长指数，中证500质量成长指数从中证500指数样本中选取100只盈利能力较高、盈利可持续、现金流量较为充沛且 具备成长性的上市公司证券作为指数样本，为投资者提供多样化的投资标的。 数据显示，截至2025年6月30日，中证500质量成长指数(930939)前十大权重股分别为东吴证券(601555)、恺英网络(002517)、华工科技(000988)、恒玄科技 (688608)、惠泰医疗(688617)、春风动力(603129)、水晶光电(002273)、天山铝业(002532)、长江证券(000783)、顺络电子(002138)，前十大权重股合计占比 20.42%。 | 股票代码 | 股票简称 | ...

证券代码：000988 证券简称：华工科技 公告编号：2025-37 华工科技产业股份有限公司 2025 年第二次临时股东大会决议公告 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。 （2）召开地点：武汉市东湖高新技术开发区华中科技大学科技园六路1号， 华工科技本部大楼四楼多媒体会议厅。 2、本次股东大会未涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 1、会议召开情况 （1）召开时间： 特别提示： 现场会议时间：2025年7月16日（星期三）下午14:30 1、本次股东大会未出现否决提案的情形； 网络投票时间：通过深圳证券交易所交易系统投票的时间为：2025年7月16 日上午9:15－9:25，9:30－11:30和下午13:00－15:00；通过深圳证券交易所互联网 投票系统投票的时间为：2025年7月16日9:15－15:00期间的任意时间。 （3）表决方式：现场投票与网络投票相结合的方式 （4）会议召集人：华工科技产业股份有限公司第九届董事会 （5）会议主持人：公司董事长马新强先生 （6）本次会议的召开符合《中华人民共和国公司法》《深圳证券 ...

北京市嘉源律师事务所 关于华工科技产业股份有限公司 2025 年第二次临时股东大会的 法律意见书 西城区复兴门内大街 158 号远洋大厦 4 楼 中国·北京 北京 BEIJING·上海 SHANGHAI·深圳 SHENZHEN·香港 HONG KONG·广州 GUANGZHOU·西安 XI'AN 致：华工科技产业股份有限公司 北京市嘉源律师事务所 1 华工科技 2025 年第二次临时股东大会 嘉源 法律意见书 关于华工科技产业股份有限公司 2025 年第二次临时股东大会的法律意见书 嘉源(2025)-04-533 北京市嘉源律师事务所（以下简称"本所"）接受华工科技产业股份有限公 司（以下简称"公司"）的委托，根据《中华人民共和国公司法》（以下简称"《公 司法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）等现行 有效的法律、行政法规、部门规章、规范性文件（以下简称"法律法规"）以及 《华工科技产业股份有限公司章程》（以下简称"《公司章程》"）的有关规定， 指派本所律师对公司2025年第二次临时股东大会（以下简称"本次股东大会"） 进行见证，并依法出具本法律意见书。 为出具本法律意见书，本所指派律 ...

华工科技（000988）涨幅扩大至5.09%，机床ETF(159663)持有该股票10.77%，当前涨幅为0.26%，连涨 3天，最新价创30日新高，成交额174.73万元，近1月份额增加900万份。 ...

Investment Rating - The report gives a "Recommended" rating for the telecommunications industry, considering the sustained high prosperity of the sector driven by AI, 5.5G, and satellite communications [2][5]. Core Insights - The overall market performance for the week (July 7-13, 2025) saw the Shanghai Composite Index rise by 1.09%, the Shenzhen Component Index by 1.78%, and the ChiNext Index by 2.36%. The telecommunications sector, represented by the Shenwan Communications Index, increased by 2.13% during the same period [2][11]. - Within the telecommunications sector, the highest increase was seen in the communication network equipment and devices, which rose by 4.16%, while the communication application value-added services had the lowest increase at 0.16% [2][14]. - Notable individual stock performances included Hengbao Co., which surged by 21.13%, followed by Changxin Bochuang at 19.84% and Shijia Photon at 14.85% [2][16]. Summary by Sections Market Overview - The telecommunications sector is experiencing a high level of prosperity, with significant contributions from advancements in AI and 5.5G technologies, as well as satellite communications [2][3]. - The report highlights a strong performance in the telecommunications sector, with a notable increase in stock prices across various sub-sectors [2][11]. Sub-sector Performance - The communication network equipment and devices sub-sector led the gains with a 4.16% increase, while other sub-sectors also showed positive trends [2][14]. - The report indicates a general upward trend across the telecommunications sub-sectors during the week [2][15]. Individual Stock Highlights - Hengbao Co. led the stock performance with a 21.13% increase, indicating strong market interest and potential investment opportunities [2][16]. - Other notable performers included Changxin Bochuang and Shijia Photon, reflecting a robust market environment for telecommunications stocks [2][16]. Future Focus Areas - The report suggests focusing on the computing power industry chain, particularly the upstream optical chip segment and the module segment, which are expected to benefit from the ongoing demand for AI and computing power [3].