截至发稿，邓童累计任职时间4年0天，现任基金资产总规模87.12亿元，任职期间最佳基金回报 78.38%， 任职期间最差基金回报1.78%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，招商基金旗下1只基金重仓鸿利智汇。招商国证2000指数增强A（018786）三季度持有股数 14.03万股，占基金净值比例为0.93%，位居第七大重仓股。根据测算，今日浮亏损失约5.33万元。 招商国证2000指数增强A（018786）成立日期2023年8月1日，最新规模3752.55万。今年以来收益 37.57%，同类排名900/4208；近一年收益37.54%，同类排名653/3972；成立以来收益47.72%。 招商国证2000指数增强A（018786）基金经理为邓童。 11月21日，鸿利智汇跌5.07%，截至发稿，报7.12元/股，成交1.31亿元，换手率2.56%，总市值50.41亿 元。 资料显示，鸿利智汇集团股份有限公司位于广东省广州市花都区花东镇先科一路1号， ...

融券方面，鸿利智汇11月17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100.00股，融券余额765.00元，低于近一年10%分位水平，处于低位。 资料显示，鸿利智汇集团股份有限公司位于广东省广州市花都区花东镇先科一路1号，成立日期2004年5 月31日，上市日期2011年5月18日，公司主营业务涉及LED器件及其应用产品的研发、生产与销售;联网 营销及汽车互联网服务业务。主营业务收入构成为：LED封装板块74.36%，汽车照明产品21.72%，其 他(补充)3.92%。 11月17日，鸿利智汇涨0.66%，成交额1.70亿元。两融数据显示，当日鸿利智汇获融资买入额1970.26万 元，融资偿还1461.00万元，融资净买入509.25万元。截至11月17日，鸿利智汇融资融券余额合计1.93亿 元。 融资方面，鸿利智汇当日融资买入1970.26万元。当前融资余额1.93亿元，占流通市值的3.56%，融资余 额超过近一年50%分位水平，处于较高位。 分红方面，鸿利智汇A股上市后累计派现4.75亿元。近三年，累计派现1.52亿元。 机构持仓方面，截止2025年9月3 ...

智通财经APP讯，鸿利智汇(300219.SZ)发布公告，截至公告日，公司控股股东四川金舵通过深圳证券交 易所交易系统以集中竞价方式累计增持公司股份377万股，约占公司总股本0.53%，累计增持金额为人 民币2606万元(不含手续费)。 ...

每经AI快讯，鸿利智汇（SZ 300219，收盘价：7.6元）11月14日晚间发布公告称，截至本公告披露日， 四川金舵累计增持股份金额已超过本次增持计划最低增持金额。增持计划实施期间，四川金舵通过深圳 证券交易所交易系统以集中竞价方式累计增持鸿利智汇股份377万股，约占鸿利智汇总股本0.53%，累 计增持金额为人民币2606万元。相关增持计划已实施完毕。 （记者 张明双） 2024年1至12月份，鸿利智汇的营业收入构成为：日用电子器具制造业占比96.03%，其他业务占比 3.97%。 截至发稿，鸿利智汇市值为54亿元。 每经头条（nbdtoutiao）——展望"十五五"|专访财科院院长杨志勇：遏制地方政府新增隐性债务，债务 信息要透明，尽可能降低利息成本 ...

格隆汇11月14日丨鸿利智汇(300219.SZ)公布，截至本公告日，四川金舵通过深圳证券交易所交易系统 以集中竞价方式累计增持鸿利智汇股份3,770,000股，约占鸿利智汇总股本0.53%，累计增持金额为人民 币2,606万元（不含手续费）。 ...

格隆汇11月14日丨鸿利智汇(300219.SZ)公布，截至本公告日，四川金舵通过深圳证券交易所交易系统 以集中竞价方式累计增持鸿利智汇股份3,770,000股，约占鸿利智汇总股本0.53%，累计增持金额为人民 币2,606万元（不含手续费）。 ...

北京市中伦（广州）律师事务所 关于四川金舵投资有限责任公司 增持鸿利智汇集团股份有限公司的 法律意见书 二〇二五年十一月 北京市中伦（广州）律师事务所 关于四川金舵投资有限责任公司 增持鸿利智汇集团股份有限公司的 法律意见书 致：鸿利智汇集团股份有限公司 3.对于本法律意见书至关重要而又无法得到独立证据支持的事实，本所律师 有赖于有关政府部门、四川金舵或者其他有关单位出具的证明文件及主管部门公 开可查的信息作为制作本法律意见书的依据。 4.本所及经办律师依据《证券法》《律师事务所从事证券法律业务管理办法》 和《律师事务所证券法律业务执业规则（试行)》等规定及本法律意见书出具之 日以前已经发生或者存在的事实，严格履行了法定职责，遵循了勤勉尽责和诚实 信用原则，进行了充分的核查验证，保证本法律意见书所认定的事实真实、准确、 完整，所发表的结论性意见合法、准确，不存在虚假记载、误导性陈述或者重大 遗漏，并承担相应法律责任。 5.本法律意见书仅就与本次增持有关的中国境内法律问题发表法律意见，本 所及经办律师并不具备对有关会计、审计等专业事项发表专业意见的适当资格。 本法律意见书中涉及会计、审计事项等内容时，均为严格按 ...

Core Insights - The light guide plate (LGP) industry in China is experiencing significant growth, driven by advancements in consumer electronics and emerging industries, with market size expected to reach 10.66 billion yuan in 2024 and exceed 11.17 billion yuan in 2025 [1][9][10] - The industry has established a complete supply chain, with domestic production increasing, particularly in high-end materials, while the competition is characterized by local leaders excelling in niche markets and international players maintaining a high-end positioning [1][5][12] Industry Overview - Light guide plates are optical components that convert line light sources into uniform surface light sources, utilizing optical-grade PMMA or PC materials [2][3] - The industry is segmented by manufacturing processes, application scenarios, and substrate types, catering to diverse market demands [3][4] Supply Chain Structure - The Chinese light guide plate industry has a clear and collaborative supply chain, with upstream relying on optical-grade materials and downstream applications expanding into automotive electronics and AR/VR [5][7] - The market is dominated by display panels, lighting, and automotive electronics, which together account for over 97% of market demand [7][9] Current Market Analysis - The market for light guide plates is expanding due to the increasing demand for thinner and higher transparency products in consumer electronics and the rapid growth of automotive displays [9][11] - The overall market size is projected to grow steadily, supported by the continuous influx of LCD panel production capacity into mainland China [10][11] Competitive Landscape - The competition in the light guide plate industry is marked by local leaders focusing on specific segments while international companies maintain a stronghold in high-end optical materials [12][14] - Key players like Tianlu Technology and Nanjiguang are leading in the mid-to-large size segments, while companies like Crystal Optoelectronics and Weiwang Technology are focusing on high-value areas such as AR/VR [12][14] Future Development Trends - The industry is expected to focus on three main areas: technological upgrades, expansion into new application scenarios, and deeper industry integration [15][18] - Technological advancements will drive the shift towards ultra-thin, high-precision, and environmentally friendly materials, while demand will increasingly come from diverse sectors beyond traditional consumer electronics [16][17] - The integration of industry clusters will enhance collaboration and competitiveness among domestic companies, accelerating the process of domestic substitution in high-end products [18]

Market Overview - The optical and optoelectronic sector increased by 0.31% on November 3, with Hongli Zhihui leading the gains [1] - The Shanghai Composite Index closed at 3976.52, up 0.55%, while the Shenzhen Component Index closed at 13404.06, up 0.19% [1] Stock Performance - Notable gainers in the optical and optoelectronic sector included: - Hongli Zhihui (300219) with a closing price of 7.76, up 4.58% and a trading volume of 393,700 shares, totaling 300 million yuan [1] - Huashu Holdings (000509) with a closing price of 3.74, up 3.60% and a trading volume of 587,500 shares, totaling 219 million yuan [1] - Aorui De (600666) with a closing price of 3.68, up 3.37% and a trading volume of 3,390,900 shares, totaling 1.241 billion yuan [1] Fund Flow Analysis - The optical and optoelectronic sector experienced a net outflow of 922 million yuan from institutional investors, while retail investors saw a net inflow of 614 million yuan [2] - The sector's overall fund flow indicates a mixed sentiment, with institutional investors withdrawing capital while retail investors increased their positions [2] Individual Stock Fund Flow - Key stocks with significant fund flow include: - Aobi Zhongguang (688322) with a net inflow of 66.51 million yuan from institutional investors, but a net outflow of 53.21 million yuan from retail investors [3] - Hongli Zhihui (300219) had a net inflow of 22.43 million yuan from institutional investors, but a net outflow of 31.94 million yuan from retail investors [3] - Other notable stocks include Deep Tianma A (000050) and Huichuangda (606006), both showing positive net inflows from institutional investors [3]

Core Insights - Hongli Zhihui is a leading enterprise in the domestic LED packaging sector, established in May 2004 and listed on the Shenzhen Stock Exchange in May 2011, with a comprehensive industry chain from chips to application products [1] Group 1: Business Performance - In Q3 2025, Hongli Zhihui reported revenue of 3.154 billion yuan, ranking 7th among 30 companies in the industry, with the top company, Sanan Optoelectronics, generating 13.817 billion yuan [2] - The company's net profit for the same period was 78.987 million yuan, placing it 11th in the industry, while the leading company, Leyard, achieved a net profit of 295 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Hongli Zhihui's debt-to-asset ratio was 55.91%, higher than the industry average of 46.71%, which was an increase from 54.25% in the previous year [3] - The company's gross profit margin stood at 14.41%, below the industry average of 20.22%, down from 19.09% in the previous year [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 32.78% to 36,800, while the average number of circulating A-shares held per shareholder decreased by 24.69% to 19,200 [5] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the sixth largest, holding 6.0123 million shares, a decrease of 1.9847 million shares from the previous period [5] Group 4: Executive Compensation - The chairman and CEO, Li Jundong, saw his compensation decrease from 2.7235 million yuan in 2023 to 1.5581 million yuan in 2024, a reduction of 1.1654 million yuan [4]