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5月29日交银国企改革灵活配置混合A净值增长0.52%,近3个月累计上涨4.99%
Sou Hu Cai Jing· 2025-05-29 11:29
Group 1 - The core point of the article highlights the performance and holdings of the Jiao Yin State-Owned Enterprise Reform Flexible Allocation Mixed A Fund, which has a latest net value of 1.7797 yuan, showing a growth of 0.52% [1] - The fund's performance over the past month has yielded a return of 2.39%, ranking 580 out of 2329 in its category, while the three-month return is 4.99%, ranking 246 out of 2319 [1] - Since the beginning of the year, the fund has achieved a return of 3.88%, with a ranking of 540 out of 2306 in its category [1] Group 2 - The top ten stock holdings of the fund account for a total of 50.78%, with significant positions in companies such as SF Holding (9.90%), China Chemical (6.04%), and ShouLve Hotel (5.44%) [1] - As of March 31, 2025, the fund's total assets amount to 1.802 billion yuan, and it was established on June 10, 2015, with Shen Nan serving as the fund manager [1]
航宇精工与中航光电取得新能源汽车充电锁定装置专利,保证长时间稳定可靠的在解锁和锁止时输出反馈信号
Jin Rong Jie· 2025-05-28 01:45
Group 1 - Hubei Hangyu Precision Technology Co., Ltd. and AVIC Optoelectronics Technology Co., Ltd. have obtained a patent for a "new energy vehicle charging locking device" with the authorization announcement number CN222915339U, applied on August 2024 [1] - The patent describes a charging locking device that includes a housing, motor, worm gear, transmission components, and locking pin, which operates through a feedback signal component involving a PCB board and micro switch [1] - Hubei Hangyu Precision Technology Co., Ltd. was established in 2006, located in Xiangyang, with a registered capital of 59.5 million RMB, and has participated in 85 bidding projects, holding 100 patents and 5 trademarks [1] Group 2 - AVIC Optoelectronics Technology Co., Ltd. was founded in 2002, located in Luoyang, with a registered capital of 2,118.27105 million RMB, and has made investments in 13 companies, participated in 5,000 bidding projects, and holds 4,701 patents and 15 trademarks [2]
中证国新央企科技引领指数下跌0.83%,前十大权重包含上海贝岭等
Jin Rong Jie· 2025-05-27 14:34
Group 1 - The core index, the China Securities National New Central Enterprise Technology Index, experienced a decline of 0.83%, closing at 1177.14 points with a trading volume of 14.126 billion yuan [1] - Over the past month, the index has increased by 0.94%, but it has decreased by 9.04% over the last three months and by 6.20% year-to-date [1] - The index is customized by Guoxin Investment Co., Ltd., selecting 50 listed companies from industries such as aerospace, defense, computer, electronics, semiconductors, and communication equipment to reflect the overall performance of central enterprise technology theme listed companies [1] Group 2 - The top ten weighted stocks in the index include Hikvision (9.63%), AVIC Shenyang Aircraft (7.43%), AVIC Optoelectronics (6.74%), Aero Engine Corporation of China (5.91%), Shenzhen South Circuit (4.35%), Shanghai Beiling (4.22%), AVIC Aircraft (4.12%), Baoxin Software (3.6%), AVIC High-Tech (3.2%), and Guangxun Technology (3.12%) [1] - The market segments of the index holdings show that the Shanghai Stock Exchange accounts for 52.18% and the Shenzhen Stock Exchange accounts for 47.82% [1] Group 3 - The industry composition of the index holdings indicates that industrial companies make up 46.32%, information technology companies account for 42.73%, and communication services represent 10.95% [2] - The index samples are adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - Public funds tracking the central enterprise technology index include various funds from E Fund, Yinhua, and Southern Asset Management [2]
中证高端装备细分50指数上涨1.01%,前十大权重包含中国长城等
Jin Rong Jie· 2025-05-26 14:50
Group 1 - The core index, the CSI High-end Equipment Sub-index 50, reflects the performance of 50 representative listed companies in the aerospace and high-end equipment sectors, with a base date of December 31, 2012, set at 1000.0 points [1] - The CSI High-end Equipment Sub-index 50 has seen a 2.48% increase over the past month, a 1.82% decrease over the past three months, and a 0.96% decline year-to-date [1] - The top ten weighted companies in the index include AVIC Shenyang Aircraft Corporation (7.3%), AVIC Optoelectronics (6.9%), Aero Engine Corporation of China (6.21%), and others, indicating a concentration in key players within the industry [1] Group 2 - The index's holdings are primarily in the industrial sector, accounting for 74.18%, followed by materials at 10.73%, information technology at 7.60%, and communication services at 7.49% [2] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December, ensuring the index remains reflective of the current market [2] - Public funds tracking the CSI High-end Equipment Sub-index 50 include the Harvest CSI High-end Equipment Sub-index 50 Link A, Harvest CSI High-end Equipment Sub-index 50 Link C, and Harvest CSI High-end Equipment Sub-index 50 ETF [2]
中航光电取得密封胶圈、密封插头及连接模块专利,解决现有密封插头上的矩形密封胶圈在安装至模块壳体上时受摩擦阻力影响较大,不易安装且容易在局部堆积的问题
Jin Rong Jie· 2025-05-24 03:41
Group 1 - The company Zhonghang Optoelectronics Technology Co., Ltd. has obtained a patent for a "sealing rubber ring, sealing plug, and connection module," with the authorization announcement number CN222896874U, and the application date is June 2024 [1] - The patent addresses technical issues related to the installation difficulties and poor sealing performance of existing sealing plugs and connection modules, specifically focusing on reducing friction resistance during installation [1] - The sealing rubber ring features an annular body with upper and lower segments, designed to improve installation ease and sealing effectiveness compared to traditional designs [1] Group 2 - Zhonghang Optoelectronics Technology Co., Ltd. was established in 2002 and is located in Luoyang, primarily engaged in the manufacturing of electrical machinery and equipment [2] - The company has a registered capital of 2,118.27105 million RMB and has made investments in 12 enterprises, participated in 5,000 bidding projects, and holds 4,694 patent records [2] - Additionally, the company possesses 15 trademark records and 496 administrative licenses, indicating a robust intellectual property portfolio and operational capacity [2]
探寻新动力 传递新气象 河南辖区上市公司与投资者网上交流
Group 1: Company Performance and Growth Drivers - Luoyang Molybdenum's Secretary Xu Hui highlighted the company's focus on geological exploration and resource upgrades, with a copper production guidance of 600,000 to 660,000 tons for 2025 [1] - Hanwei Technology's subsidiary Nengsida is expanding its production capacity for flexible sensors, with a new production line expected to be operational in the second half of the year [2] - Multiple Fluoride's Secretary Peng Chao noted that the price of lithium hexafluorophosphate is stabilizing, which is expected to enhance the company's performance [2] Group 2: Market Value Management Strategies - Zhongyuan Environmental emphasized the importance of market value management, focusing on compliance and innovation to enhance investor returns [4] - Ming Tai Aluminum's Secretary Lei Peng discussed the company's commitment to high-end manufacturing and low-carbon economy, aiming to improve its market value through various initiatives [4] - AVIC Optoelectronics has implemented several market value management measures, including a planned cash dividend of 1.695 billion yuan for 2024, representing a 50.52% payout ratio [5]
5月22日交银国企改革灵活配置混合A净值下跌0.57%,近1个月累计上涨0.79%
Sou Hu Cai Jing· 2025-05-22 11:33
Group 1 - The core point of the article is the performance and holdings of the Jiao Yin State-Owned Enterprise Reform Flexible Allocation Mixed A Fund, which has a recent net value of 1.7633 yuan and a decline of 0.57% [1] - The fund's performance over the past month shows a return of 0.79%, ranking 89 out of 119 in its category; over the past six months, it has returned 3.61%, ranking 29 out of 117; and since the beginning of the year, it has returned 3.46%, ranking 24 out of 117 [1] - The fund's top ten stock holdings account for a total of 50.78%, with significant positions in companies such as SF Holding (9.90%), China Chemical (6.04%), and ShouLve Hotel (5.44%) [1] Group 2 - The Jiao Yin State-Owned Enterprise Reform Flexible Allocation Mixed A Fund was established on June 10, 2015, and as of March 31, 2025, it has a total scale of 1.802 billion yuan [1] - The fund manager, Shen Nan, has been in the role since the fund's inception and has a background in finance, holding a master's degree from Fudan University [2]
交银国企改革灵活配置混合A连续5个交易日下跌,区间累计跌幅1.08%
Sou Hu Cai Jing· 2025-05-19 16:01
Group 1 - The core viewpoint of the news is the performance and structure of the fund "交银国企改革灵活配置混合A," which has experienced a decline in recent trading days and has a significant portion of its holdings in institutional and individual investors [1][2][3] - As of May 19, the fund's latest net value is 1.76 yuan, with a cumulative decline of 1.08% over the last five trading days [1] - The fund was established in June 2015, with a total size of 1.802 billion yuan and a cumulative return of 104.86% since inception [1] Group 2 - By March 31, 2025, the top ten holdings of the fund accounted for a total of 50.78%, with significant positions in companies such as 顺丰控股 (9.90%), 中国化学 (6.04%), and 首旅酒店 (5.44%) [2] - The current fund manager, 沈楠, has a background in finance and has been managing the fund since June 2015, bringing extensive experience from previous roles in analysis and fund management [1]
中航光电(002179) - 关于参加河南辖区上市公司2025年投资者网上集体接待日活动的公告
2025-05-18 07:45
网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流,中航光电科技股份有限公司(以下 简称"公司")定于2025年5月22日(周四)15:25-16:55参加在全景网举办的 河南辖区上市公司2025年投资者网上集体接待日活动,本次活动将采用网络 远程的方式举行,投资者可登录"全景·路演天下"(http://rs.p5w.net)参与 本次互动交流。 证券代码:002179 证券简称:中航光电 公告编号:2025-030号 中航光电科技股份有限公司 关于参加河南辖区上市公司2025年投资者 特此公告。 中航光电科技股份有限公司 董 事 会 二〇二五年五月十九日 出席本次网上集体接待日活动的人员有:董事会秘书、总会计师王亚歌 女士,证券事务代表赵丹女士(如有特殊情况,参会人员将可能进行调整), 欢迎广大投资者积极参与。 ...
军工板块“空中加油”,资金持续博弈基本面与景气度拐点
Di Yi Cai Jing· 2025-05-13 00:35
2024年报与2025年一季度报告显示,军工板块处在短期业绩筑底阶段,头部公司尤其是主机厂一季度营 业收入同比复苏明显,净利润仍然承压 5月12日,A股航天军工板块"空中加油",中船系、中航系、商业航天、大飞机等军工概念指数领涨沪 深两市,个股掀起涨停潮。 资本市场对军工行业的关注热度从上周开始明显升温,军工ETF上周的累计涨幅达4.91%,当时有分析认 为,印巴对抗强化国产装备性能端优势认知推升了资金炒作情绪。到本周,印巴冲突局势有所缓和,军 工板块依然走强。早盘军工ETF放量涨逾6%,午后涨幅收窄,收涨4.68%,截至收盘,中航成飞 (302132.SZ)、晨曦航空(300581.SZ)均录得"20CM"涨停;成飞集成(002190.SZ)连续四个交易日 涨停;中航沈飞(600760.SH)、中国船舶(600150.SH)、洪都航空(600316.SH)的涨幅均超过8%。 2024年报与2025年一季度报告显示,军工板块处在短期业绩筑底阶段,头部公司尤其是主机厂一季度营 业收入同比复苏明显,净利润仍然承压,而整个板块的盈利能力仍出现在上一轮周期以来的低点。多家 机构研报指出,军工股基本面没有更多利空因素, ...