基金经理是一只基金产品最核心的成员，能决定一只基金的投资方向、投资策略以及投资风格，基金经理出色的择时选股 能力和调研预测能力是基金业绩的有力保证，所以基金经理是投资者在选择基金产品时的重要依据。基金经理的变动很大 程度上会影响到基金产品未来的表现，是一个需要特别关注的信息。1.22日共有16位基金经理发生任职变动。 根据巨灵统计的数据，近30天（12.23-1.22）共有595只基金产品的基金经理发生离职。其中今天（1.22）日有18只基金产 品发布基金经理离职公告，涉及8名基金经理。从变动原因上来看，有5位基金经理是由于工作变动而从管理的7只基金产品 中离职。有1位基金经理是由于产品到期而从管理的1只基金产品中离职。有1位基金经理是由于辞职而从管理的2只基金产 品中离职。有1位基金经理是由于个人原因而从管理的8只基金产品中离职。 | | | 基金代码 | 公告日期 | | | | | --- | --- | --- | --- | --- | --- | --- | | ■開切/し | | 005607 | 2026/1/22 | 20: | | | | | 华宝中证500增强C | 005608 | 2 ...

江西耐普矿机股份有限公司（以下简称"发行人"）向不特定对象发行可转 换公司债券（以下简称"可转债"）已获得中国证券监督管理委员会证监许可〔2025〕 3021 号文同意注册。国金证券股份有限公司（以下简称"保荐人（主承销商）"） 为本次发行的保荐人（主承销商）。本次发行的可转债简称为"耐普转 02"， 债券代码为"123265"。 本次发行的可转债规模为 45,000.00 万元，每张面值为人民币 100 元，共计 4,500,000 张，按面值发行。本次向不特定对象发行的可转债向发行人在股权登 记日（2026 年 1 月 15 日，T-1 日）收市后中国证券登记结算有限责任公司深圳 分公司（以下简称"中国结算深圳分公司"）登记在册的原股东优先配售，原股 东优先配售后余额部分（含原股东放弃优先配售部分）通过深圳证券交易所（以 下简称"深交所"）交易系统网上向社会公众投资者发行。认购金额不足 45,000.00 万元的部分由保荐人（主承销商）余额包销。 一、本次可转债原股东优先配售结果 本次发行原股东优先配售的缴款工作已于 2026 年 1 月 16 日（T 日）结束。 证券代码：300818 证券简称：耐普矿 ...

Group 1 - The core point of the article is that Nepe Mining Machine has reported its shareholder count as of January 20, 2026, which stands at 8,615 households [2]

Market Performance - On January 21, the three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 0.08% to 4116.94 points, the Shenzhen Component Index rising by 0.7% to 14255.13 points, and the ChiNext Index up by 0.54% to 3295.52 points [1] Fund Manager Changes - On January 21, there were 25 fund manager changes, with 23 fund products announcing departures of fund managers, involving 11 managers. In the past 30 days (December 22 to January 21), 587 fund products experienced manager changes [3] - The reasons for the changes included 9 managers leaving due to job changes and 2 due to product expiration [3] New Fund Managers - On January 21, 32 fund products announced new fund manager appointments, involving 14 managers. Notably, Xu Chengcheng from Industrial Bank has managed funds totaling 2.169 billion yuan, with the highest return of 758.05% from the Guotai Guozheng Food and Beverage Industry Fund [5] Fund Research Activity - In the past month (December 22 to January 21), Huaxia Fund conducted the most company research, engaging with 54 listed companies, followed by Bosera Fund with 45 and Southern Fund with 39 [6][7] - The automotive parts industry was the most researched sector, with 173 instances, followed by the chemical products industry with 149 [6][7] Recent Company Focus - In the last week (January 14 to January 21), the most researched company was Naipu Mining, with 41 fund institutions participating in the research. Other notable companies included Tiancheng Technology and Dike Co., with 36 and 31 fund institutions respectively [8][9]

Summary of Key Points Core Viewpoint - In the past five trading days, a total of 207 companies were investigated by institutions, with notable interest in companies like Haitai Ruisheng, Naipu Mining, and Meihao Medical, indicating a trend of concentrated institutional research activity in specific sectors [1]. Group 1: Institutional Research Activity - 85.51% of the companies investigated had participation from securities firms, with 177 companies being researched by them [1]. - Fund companies conducted research on 160 companies, while private equity firms investigated 91 companies, showing a diverse range of institutional interest [1]. - Haitai Ruisheng received the highest attention with 204 institutions participating in its research, followed by Naipu Mining with 132 institutions [1]. Group 2: Research Frequency and Fund Flow - Tianlu Technology was the most frequently researched company, receiving four institutional investigations, while Suzhou Bank and Binglun Environment were each investigated three times [1]. - Among the stocks with over 20 institutions involved, 15 saw net capital inflows in the past five days, with Hangzhou Bank attracting the most significant net inflow of 508 million yuan [1]. Group 3: Market Performance - Out of the stocks investigated, 31 experienced price increases, with the highest gains seen in Aiko Optoelectronics (34.13%), Dike Co. (26.44%), and Tietuo Machinery (23.29%) [2]. - Conversely, 17 stocks saw declines, with the largest drops in Olin Biology (-13.20%), Aipeng Medical (-12.19%), and Meihao Medical (-11.89%) [2]. Group 4: Earnings Forecasts - Among the stocks investigated, seven companies released earnings forecasts, with four expecting profit increases. Runfeng Co. projected the highest net profit of 1.1 billion yuan, reflecting a year-on-year increase of 144.40% [2].

Core Viewpoint - The company has a "dual-drive" development strategy and plans to continue investing in the mining sector, focusing primarily on copper and gold due to strong customer demand and resource advantages [1] Group 1: Investment Strategy - The company will pursue various forms of investment in the mining sector, including equity participation and controlling stakes [1] - The focus will remain on copper and gold, as the main customers are concentrated in these metal markets [1] Group 2: Market Outlook - The company has a positive outlook on the future of copper and gold, citing significant information sources and resource advantages [1] - There is a reluctance to expand into other metals that have smaller production volumes, higher price volatility, and more challenging forecasts [1]

Group 1 - The core viewpoint of the article is that the company, Nepean Mining, is progressing with the construction of factories in Chile and Peru, with the Chilean factory nearly completed and awaiting government approval for production [1] - The Chilean factory is expected to commence production once the completion permit is obtained, while the Peruvian factory is under orderly construction and is projected to be operational by 2027 [1] - Upon full operation of both factories, the company will establish a global production and service capability, with an anticipated global capacity reaching between 2.5 billion to 3 billion [1]

Core Viewpoint - The company aims to develop its forged composite liner into a leading product, which will drive sales of other spare parts and provide integrated services to customers [1] Group 1 - The forged composite liner is expected to become the core source of future revenue growth for the company [1]

Core Viewpoint - The company, Nepean Mining, has announced significant investments in the Alacran copper-gold-silver mine in Colombia, indicating a strategic move to enhance its resource portfolio and capitalize on valuable mineral reserves [1] Investment Details - The company will hold a board meeting on May 7, 2025, to approve an investment of $45 million for a 22.5% stake in the Alacran mine project [1] - A second extraordinary shareholders' meeting is scheduled for July 10, 2025, to approve an additional investment of $94.59 million for the construction of the mine [1] Resource Estimates - The feasibility study estimates the mine's copper reserves at approximately 402,900 tons, gold reserves at 23.5 tons, and silver reserves at 260 tons [1] - The total estimated value of the mineral reserves, based on current market prices, is around 50 billion yuan [1] Project Timeline - The mine is currently in the environmental assessment phase, and construction is expected to commence once the environmental approval is obtained [1] - The planned construction period for the mine is two years [1]

Core Insights - The company has successfully applied its new type of liner in several domestic and international mineral processing plants, demonstrating significant improvements in performance metrics [1] Group 1: Product Performance - In a Tibetan mineral processing plant, the φ7.5x3.2m semi-autogenous mill using two sets of forged liners showed nearly 100% increase in lifespan, approximately 20% improvement in mill efficiency, 18.9% reduction in electricity consumption per ton, and 8.2% decrease in steel ball consumption, with installation time cut by half [1] - A large mining enterprise in Anhui reported that the original cast chromium-molybdenum steel liners had a lifespan of 92 days, while the company's high-alloy forged liners achieved 131 days, marking a nearly 50% increase in lifespan. The processing capacity improved by 40%, with a 7.5% reduction in electricity consumption per ton and a 2.5% decrease in ball consumption. The company is currently supplying a second set of liners, with expected lifespan improvements of over 100% after modifications, scheduled for installation in early 2026 [1] - A large mining enterprise in Jiangxi has installed a complete set of forged high-alloy composite liners in a 10.37x5.19m semi-autogenous mill, which is currently in normal operation [1] Group 2: International Applications - The company's products are also being utilized by several international clients, including a large mining company in Mexico and another in the Democratic Republic of the Congo, indicating a growing global footprint [1]