截至发稿，陈佳昀累计任职时间8年233天，现任基金资产总规模124.55亿元，任职期间最佳基金回报 73.17%， 任职期间最差基金回报-0.1%。 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。 责任编辑：小浪快报 数据显示，万家基金旗下1只基金重仓环旭电子。万家惠裕回报6个月持有期混合A（011243）三季度持 有股数2.3万股，与上期相比持股数量不变，占基金净值比例为0.65%，位居第九大重仓股。根据测算， 今日浮盈赚取约3.7万元。 万家惠裕回报6个月持有期混合A（011243）成立日期2021年6月28日，最新规模5480.9万。今年以来收 益0.49%，同类排名7937/8844；近一年收益7.18%，同类排名6814/8091；成立以来收益13.57%。 万家惠裕回报6个月持有期混合A（011243）基金经理为陈佳昀。 1月21日，环旭电子涨5.37%，截至发稿，报31.59元/股，成交12.74亿元，换手率1.85%，总市值720.04 亿元。 资料显示， ...

Core Viewpoint - The announcement details the early redemption and delisting of the "Huanxu Convertible Bonds" by Huanxu Electronics, highlighting key dates and conditions for bondholders [1][4][14]. Group 1: Redemption Details - The last trading day for the "Huanxu Convertible Bonds" is January 23, 2026, with the last conversion day set for January 28, 2026 [2][3][13]. - The redemption price is set at 101.6323 CNY per bond, which includes the face value and accrued interest [4][10]. - The redemption will be executed on January 29, 2026, following the redemption registration date of January 28, 2026 [6][12]. Group 2: Conditions for Redemption - The conditional redemption clause was triggered as the company's stock price met the criteria of being above 130% of the conversion price for at least 20 out of 30 trading days [5][8]. - The company has the right to redeem all or part of the unconverted bonds if the remaining balance is less than 30 million CNY [7][8]. Group 3: Investor Guidance - Bondholders are advised to convert or sell their bonds within the specified timeframe to avoid forced redemption [5][19]. - The company will issue a reminder announcement regarding the redemption before the end of the redemption period [11].

证券日报网讯 1月20日，环旭电子发布公告称，公司决定提前赎回"环旭转债"，赎回价格101.6323元/ 张，赎回登记日2026年1月28日，赎回款发放日2026年1月29日，赎回完成后"环旭转债"将于2026年1月 29日摘牌。 （文章来源：证券日报） ...

| 证券代码：601231 | 证券简称：环旭电子 | 公告编号：2026-006 | | --- | --- | --- | | 转债代码：113045 | 转债简称：环旭转债 | | 环旭电子股份有限公司 关于实施"环旭转债"赎回暨摘牌的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 证券停复牌情况：适用 因提前赎回"环旭转债",本公司的相关证券停复牌情况如下： | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 | 停牌终 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | | | | | 期间 | 止日 | | | 113045 | 环旭转债 | 可转债债券停牌 | 2026/1/26 | | | | 截至 2026 年 1 月 20 日收市后，距离 1 月 23 日（"环旭转债"最后交易日） 仅剩 3 个交易日，1 月 23 日为"环旭转债"最后一个交易日。 1.6323 元/张（即合计 101.6323 元/张）被强制赎 ...

Group 1 - The core point of the news is that Huanxu Electronics' subsidiary, Huanhong Electronics, has received preliminary approval for an environmental assessment of its electronic product module and vehicle PCBA control board upgrade project, with a total investment of 90 million yuan [1] - The "A-share Green Report" project aims to enhance transparency in environmental information of listed companies by monitoring their environmental performance based on authoritative regulatory data from various provinces and cities [1] - The latest A-share Green Weekly Report indicated that six listed companies have recently exposed environmental risks [1]

// 热点头条 // 2. 通威股份：2025年预计净亏损90亿元-100亿元，亏损金额有所扩大，面临行业挑战。 1. 微软：马斯克以"违反OpenAI非营利使命"为由向其及OpenAI索赔最高1340亿美元，听证会预计4月举 行；紧急发布Win11/10更新修复关机故障与远程桌面问题，但新补丁引发N卡用户游戏性能下降，需手 动下载解 决。 2.苹果：调整iPhone、iPad、Mac等设备"以旧换新"折抵价，iPhone 16 Pro Max中国区最高可抵5800元， 华为、小米等安卓机型也被纳入折抵范围；另有消息称其首款智能眼镜最快二季度发布；折叠屏iPhone 将首发2nm工艺A20 Pro芯片，计划2026-2028年间为5款产品升级OLED屏幕。 3. 美光科技：拟斥资18亿美元（约140.4亿港元）收购力积电位于台湾苗栗铜锣的P5晶圆厂，旨在强化 DRAM产能供应，预计今年第二季度完成交易后分阶段提升产量，目标2027年下半年实现显著产能贡 献，双方还将深化合作，由美光提供后段封测支持助力力积电延续利基型DRAM产品线。 4. 中信证券：预计2025年实现归母净利润超300亿元，同比增长38.46 ...

Group 1 - The core viewpoint of the article highlights a strong rebound in AI computing hardware, with significant gains in related stocks and a forecasted explosive growth in AI server shipments by 2026 [1] - Goldman Sachs' analyst team predicts that the penetration rate of ASIC chips will rise to 40%, leading to a more than double year-on-year increase in shipments of 800G/1.6T optical modules [1] - The acceleration of ASIC chip penetration is expected to drive the AI server and optical communication industries towards a trillion-dollar market [1] Group 2 - In the consumer electronics sector, Apple's upcoming foldable iPhone is anticipated to be a strong catalyst for the smartphone market, while the PC market continues to face significant challenges [1] - Goldman Sachs emphasizes that demand for AI-related technologies and high-end hardware will continue to drive revenue growth in China's semiconductor, optical communication, and PCB industries [1] - Emerging sectors such as smart driving, AI software, and low-orbit satellites are accelerating their implementation due to policy and technological breakthroughs, providing diversified investment opportunities [1] Group 3 - The communication ETF Huaxia (515050) tracks the CSI 5G communication theme index, focusing on electronic (chips, PCBs, consumer electronics) and communication (optical modules, servers) computing hardware [1] - The top five holdings in the ETF include Zhongji Xuchuang, Xinyi Sheng, Luxshare Precision, Industrial Fulian, and Zhaoyi Innovation [1]

Group 1 - The core viewpoint of the articles highlights the strong performance of the consumer electronics sector, with the CSI Consumer Electronics Theme Index rising by 2.98% and the Consumer Electronics ETF increasing by 3.23% [1][2] - TSMC's fourth-quarter net profit for 2025 is reported at NT$505.7 billion, exceeding the forecast of NT$467 billion, with a gross margin of 62.3%, higher than the expected 60.6% [1] - The growth in TSMC's performance is attributed to the full release of 3nm process capacity and strong demand for AI-related products, with projected revenue growth of 25% to 30% in 2026 [1][2] Group 2 - CITIC Securities forecasts that "self-controllable and AI computing power" will be a dominant theme in the electronics industry throughout 2026, with a focus on domestic computing power and semiconductor equipment [2] - The CSI Consumer Electronics Theme Index includes 50 listed companies involved in component production and design, reflecting the overall performance of the consumer electronics sector [2] - As of December 31, 2025, the top ten weighted stocks in the CSI Consumer Electronics Theme Index account for 54.35% of the index, with notable companies including Luxshare Precision, Cambricon, and SMIC [2][4]

Market Overview - The A-share market opened higher but turned lower, with major indices such as the Shanghai Composite Index and Shenzhen Component Index showing declines of -0.22% and -0.10% respectively [1][2] - The overall market saw more stocks declining than rising, with stable trading volume [1] Sector Performance - The power equipment, consumer electronics, motor manufacturing, and chip sectors showed strong performance, while sectors like industrial internet, artificial intelligence, aerospace equipment, and film and television experienced declines [1] Power Equipment Sector - The power equipment industry saw a significant surge, with the sector index rising over 6% at one point, reaching a historical high [4] - Companies like Bofei Electric and Hancable achieved rapid price increases, with multiple stocks hitting their daily limit or rising over 10% [4][6] - The State Grid announced a fixed asset investment of 4 trillion yuan for the "14th Five-Year Plan" period, a 40% increase from the previous plan, focusing on technological innovation and new power system construction [8] Consumer Electronics Sector - The consumer electronics sector opened strong, with the index rising over 3% at one point, and companies like Kosen Technology and Kechuan Technology hitting historical highs [10][12] - A price increase trend is observed in the electronics industry, driven by AI-related demand and supply shortages in storage chips and graphics cards [13] - The revenue and net profit of the consumer electronics index are projected to grow by 32.71% and 44.82% respectively in 2026, indicating a recovery in the market [14]

Group 1 - The consumer electronics manufacturing index increased by 2% during intraday trading on January 16 [1] - Huanxu Electronics saw a rise of over 8% [1] - Industrial Fulian increased by 5%, with other companies like Lingyi iTech, Luxshare Precision, and Wentai Technology also experiencing gains [1]