来源：新浪基金∞工作室 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月3日，截止午间收盘，中证500ETF（510500）涨2.51%，报8.251元，成交额33.41亿元。中证500ETF （510500）重仓股方面，英维克截止午盘涨0.01%，信维通信涨9.09%，巨人网络跌1.63%，航天电子涨 4.73%，中矿资源涨2.31%，中国卫星涨3.45%，先导智能涨5.78%，卧龙电驱涨0.92%，赤峰黄金跌 5.84%，兴业银锡跌10.01%。 中证500ETF（510500）业绩比较基准为中证500指数，管理人为南方基金管理股份有限公司，基金经理 为罗文杰，成立（2013-02-06）以来回报为171.03%，近一个月回报为7.70%。 ...

Group 1 - JinkoSolar Technology Co., Ltd. experienced a stock price increase of 5.02%, reaching 4.39 CNY per share, with a trading volume of 603 million CNY and a turnover rate of 3.90%, resulting in a total market capitalization of 15.677 billion CNY [1] - The company, established on July 28, 2011, and listed on May 19, 2020, primarily engages in photovoltaic power station development, operation, and transfer, as well as EPC services [1] - The revenue composition of JinkoSolar includes: photovoltaic power generation business (75.57%), household photovoltaic power station development (18.34%), EPC services (2.51%), operation and maintenance (1.98%), sales of components and inverters (0.79%), consulting services (0.64%), and others (0.17%) [1] Group 2 - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of JinkoSolar, having reduced its holdings by 246,300 shares to 26.1337 million shares, representing 0.73% of circulating shares, with an estimated floating profit of approximately 5.4881 million CNY [2] - The Southern CSI 1000 ETF was established on September 29, 2016, with a current scale of 78.996 billion CNY, yielding a return of 4.98% this year, ranking 1606 out of 5562 in its category, and a one-year return of 38.21%, ranking 1744 out of 4285 [2] - The fund manager, Cui Lei, has been in position for 7 years and 90 days, managing assets totaling 137.02 billion CNY, with the best fund return during tenure at 279.97% and the worst at -15.93% [2] Group 3 - Southern Fund's Southern Big Data 300 Index A (001420) holds 862,600 shares of JinkoSolar, accounting for 0.9% of the fund's net value, ranking as the seventh-largest holding, with an estimated floating profit of about 181,100 CNY [3] - The Southern Big Data 300 Index A was established on June 24, 2015, with a current scale of 282 million CNY, achieving a return of 8.64% this year, ranking 560 out of 5562, and a one-year return of 52.06%, ranking 903 out of 4285 [3] Group 4 - The fund manager of Southern Big Data 300 Index A is Xie Rui, who has been in position for 3 years and 352 days, managing assets totaling 2.794 billion CNY, with the best fund return during tenure at 42.56% and the worst at 8.77% [4]

Group 1 - The core point of the news is that Kaiying Network's stock price dropped by 5.05% to 22.39 CNY per share, with a trading volume of 1.043 billion CNY and a turnover rate of 2.37%, resulting in a total market capitalization of 47.835 billion CNY [1] - Kaiying Network, established on January 3, 2000, and listed on December 7, 2010, is primarily engaged in game development, operation, and distribution, with mobile games accounting for 73.03% of its revenue, information services 25.47%, web games 1.50%, and other businesses 0.00% [1] Group 2 - From the perspective of major shareholders, Southern Fund's Southern CSI 500 ETF (510500) reduced its holdings by 454,200 shares in the third quarter, now holding 24.8952 million shares, which is 1.32% of the circulating shares, resulting in an estimated floating loss of approximately 29.6253 million CNY [2] - The Southern CSI 500 ETF (510500) has a total scale of 144.69 billion CNY, with a year-to-date return of 7.7% and a one-year return of 46.3% [2] Group 3 - The fund manager of Southern CSI 500 ETF (510500) is Luo Wenjie, who has a total tenure of 12 years and 291 days, with the fund's total asset scale at 171.358 billion CNY and the best return during his tenure being 187.93% [3] Group 4 - Southern Fund's Southern Guozhen Online Consumption ETF (159728) reduced its holdings in Kaiying Network by 7,200 shares, now holding 97,800 shares, which constitutes 4.34% of the fund's net value, leading to an estimated floating loss of about 116,400 CNY [4] - The Southern Guozhen Online Consumption ETF (159728) has a total scale of 49.2564 million CNY, with a year-to-date return of 10.13% and a one-year return of 31.68% [4] Group 5 - The fund manager of Southern Guozhen Online Consumption ETF (159728) is Cui Lei, who has a tenure of 7 years and 90 days, with the fund's total asset scale at 137.02 billion CNY and the best return during his tenure being 279.97% [5]

Group 1 - The semiconductor ETF Southern (159325) opened with a gain of 0.79%, priced at 1.660 yuan [1] - Key holdings in the semiconductor ETF include: Cambrian rising by 1.05%, SMIC by 1.39%, Haiguang Information by 1.94%, Northern Huachuang by 1.05%, Zhaoyi Innovation by 3.75%, Lanke Technology by 3.86%, Zhongwei Company by 2.41%, OmniVision by 1.49%, Tuojing Technology by 2.02%, and Unisoc by 1.65% [1] - The performance benchmark for the semiconductor ETF is the CSI Semiconductor Industry Selected Index return, managed by Southern Fund Management Co., Ltd. [1] Group 2 - Since its establishment on October 31, 2024, the fund has achieved a return of 63.66%, with a monthly return of 9.52% [1]

2月3日，普冉股份涨7.19%，截至发稿，报285.32元/股，成交1.20亿元，换手率0.28%，总市值422.41亿 元。 资料显示，普冉半导体(上海)股份有限公司位于上海市浦东新区张江镇银冬路20弄8号楼，成立日期 2016年1月4日，上市日期2021年8月23日，公司主营业务涉及集成电路产品的研发设计和销售。主营业 务收入构成为：芯片收入100.00%。 从普冉股份十大流通股东角度 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年90天，现任基金资产总规模1370.2亿元，任职期间最佳基金回报 279.97%， 任职期间最差基金回报-15.93%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，南方基金旗下1只基金位居普冉股份十大流通股东。南方中证1000ETF（512100）三季度减 持2.64万股，持有股数80.98万股，占流通股的比例为0.55%。根 ...

中国经济网北京2月3日讯（记者 何潇） 2026年1月份混合型基金业绩出炉，据同花顺数据显示，全市场8843只（各类份额分开计算，下同）有可 比业绩的混合型基金中，有8399只基金净值上涨，占比约95%；有430只基金净值下跌，另外14只基金净值平收。 反观跌幅榜，兴华景成混合C/A在1月份跌幅垫底，分别为11.35%、11.32%。该基金成立于2025年7月9日，截至2026年1月30日累计净值为1.0911 元、1.0936元。去年四季度，该基金聚焦政策导向与产业趋势。截至去年四季度末，其前十大重仓股为锦好医疗、恒合股份、勘设股份、泓禧科技、佳 合科技、驰诚股份、易华录、万通液压。 该基金现任基金经理为崔涛。崔涛曾任中信建投证券股份有限公司风控经理，永安财产保险股份有限公司研究员。2020年10月加入兴华基金管理 有限公司，历任投资研究部、权益研究部研究员，现任权益公募部基金经理。 1月份共计34只混合型基金涨幅超过30%，其中，西部利得策略优选混合A以54.76%的涨幅夺冠，西部利得策略优选混合C紧随其后，单月涨幅 54.64%。西部利得策略优选混合A成立于2011年1月25日，西部利得策略优选混合C成 ...

Investment Rating - The report indicates a positive investment sentiment towards the sectors of non-ferrous metals, chemicals, and construction materials, with significant capital inflows into related ETFs [1][6][12]. Core Insights - Recent trends show a divergence in the ETF market, with broad-based ETFs experiencing net outflows while sector-specific ETFs, particularly in non-ferrous metals, electronics, and basic chemicals, are seeing substantial net inflows [2][6]. - Non-ferrous metals ETFs recorded a net inflow exceeding 26 billion yuan in the past week, with consistent daily inflows even during market downturns [12][26]. - The satellite industry, construction materials, and real estate sectors also attracted notable capital, with inflows exceeding 10% of their respective fund sizes [8][12]. Summary by Sections ETF Market Overview - The overall ETF market has seen a net outflow of over 300 billion yuan, with broad-based ETFs like the CSI 300 experiencing significant withdrawals [2][24]. - Sector-specific ETFs, particularly in non-ferrous metals, electronics, and basic chemicals, have continued to attract capital, indicating strong investor interest [2][6]. Capital Inflows - Non-ferrous metals ETFs had a net inflow of 263.21 billion yuan, marking a 100% historical percentile for the week [7][26]. - Basic chemicals ETFs also saw a net inflow of 98.77 billion yuan, maintaining a strong position in the market [7][26]. - The electronics sector recorded a net inflow of 101.14 billion yuan, reflecting a high level of investor engagement [7][26]. New ETF Launches - In the past week, 10 new ETFs were launched, raising a total of 6.546 billion yuan, with the largest being the first shipbuilding industry ETF [3][37]. - The new ETFs cover various themes, including non-ferrous metals, photovoltaics, and biotechnology, indicating a diversification of investment opportunities [3][36]. Performance Metrics - The absolute return ETF simulation portfolio has shown a year-to-date increase of 2.06%, with a weekly return of 0.03% [4][40]. - The portfolio's annualized return since 2016 stands at 6.51%, with a maximum drawdown of 4.65% [4][40].

2月2日，A股三大指数集体下跌。截至收盘，沪指跌2.48%报4015.75点，深成指跌2.69%报13824.35 点，创业板指跌2.46%报3264.11点。从板块行情上来看，今日表现较好的是白酒、特高压和超级品 牌，而黄金概念、存储芯片和小金属概念等板块下跌。 | 基金经理 | 基金名称 | 基金代码 | 公告日期 | 变动日期 | 任职状态 | 变动原因说明 | | --- | --- | --- | --- | --- | --- | --- | | 来国庆 | ■拓医疗健康混合C | 018053 | 2026/1/31 | 2026/1/29 | 亮取 | 工作变动 | | | ■拓医疗健康混合A 全赢红利价值混合C | 018052 016563 | 2026/1/31 2026/1/31 | 2026/1/29 2026/1/31 | 高职 感受 | 工作变动 个人顾园 | | | 金鹰红利价值混合A | 210002 | 2026/1/31 | 2026/1/31 | 高职 | 个人顾园 | | 张属华 | 全國醫慧生活混合C | 019749 | 2026/1/31 | 2026/1/31 ...

Group 1 - The core point of the news is that Baihehua's stock price has been declining for five consecutive days, with a total drop of 8.64% during this period, currently trading at 17.08 yuan per share and a market capitalization of 7.112 billion yuan [1] - Baihehua Group Co., Ltd. is located in Hangzhou, Zhejiang Province, established on August 11, 1995, and listed on December 20, 2016. The company specializes in the research, production, sales, and service of organic pigments, intermediates, and pearlescent pigments [1] - The main business revenue composition of Baihehua is as follows: pigments account for 89.33%, intermediates 9.60%, and others 1.06% [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under Southern Fund, Southern Zhihong Mixed A (020645), has entered the top ten circulating shareholders, holding 2.1788 million shares, which is 0.53% of the circulating shares [2] - The estimated floating loss for Southern Zhihong Mixed A today is approximately 1.9609 million yuan, with a total floating loss of 3.7039 million yuan during the five-day decline [2] - Southern Zhihong Mixed A was established on August 2, 2024, with a latest scale of 263 million yuan, and has achieved a year-to-date return of 9.87% [2] Group 3 - In terms of the fund's top heavy positions, Southern Zhihong Mixed A (020645) reduced its holdings by 1.0581 million shares in the fourth quarter, now holding 1.1207 million shares, which accounts for 3.03% of the fund's net value [3] - The estimated floating loss for Southern Zhihong Mixed A today is about 1.0086 million yuan, with a total floating loss of 1.9051 million yuan during the five-day decline [3]

Group 1 - Hefei Urban Construction Co., Ltd. experienced a decline of 5.02% on February 2, with a stock price of 13.24 CNY per share, a trading volume of 500 million CNY, a turnover rate of 4.65%, and a total market capitalization of 10.636 billion CNY [1] - The company, established on September 7, 1999, and listed on January 28, 2008, primarily engages in real estate development, operation, sales, leasing, and property management, with 99.87% of its revenue coming from real estate sales and leasing [1] Group 2 - Southern Fund's Southern CSI Real Estate ETF Fund (004642) reduced its holdings by 37,300 shares in the third quarter, now holding 5.0825 million shares, which represents 0.63% of the circulating shares, resulting in an estimated floating loss of approximately 3.5577 million CNY [2] - The Southern CSI Real Estate ETF Fund was established on August 24, 2017, with a current size of 179 million CNY, yielding 3.33% year-to-date, ranking 3750 out of 5580 in its category, and an annual return of 11.36%, ranking 3767 out of 4286 [2] Group 3 - The fund manager of Southern CSI Real Estate ETF Fund is Luo Wenjie, who has a cumulative tenure of 12 years and 290 days, managing total assets of 171.358 billion CNY, with the best fund return during his tenure being 187.93% and the worst being -47.6% [3]