截至发稿，田光远累计任职时间4年220天，现任基金资产总规模443.23亿元，任职期间最佳基金回报 146.96%， 任职期间最差基金回报-46.65%。 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，嘉实基金旗下1只基金位居思瑞浦十大流通股东。嘉实上证科创板芯片ETF（588200）二季 度增持20.58万股，持有股数220.43万股，占流通股的比例为1.66%。根据测算，今日浮盈赚取约1800.87 万元。 嘉实上证科创板芯片ETF（588200）成立日期2022年9月30日，最新规模278.06亿。今年以来收益 68.24%，同类排名172/4220；近一年收益85.46%，同类排名35/3855；成立以来收益146.96%。 嘉实上证科创板芯片ETF（588200）基金经理为田光远。 10月13日，思瑞浦涨5.08%，截至发稿，报169.15元/股，成交5.77亿元，换手率2.65%，总市值229.45亿 元。 资料显示，思瑞浦微电 ...

圣邦股份（300661）已向港交所主板提交上市申请，华泰国际和中金公司（601995）为其联席保荐人。 公司采用"Fabless+"运营模式，专注于电路设计、系统创新和差异化模拟工艺。中国模拟集成电路市场 规模持续增长，预计至2029年将达到3346亿元人民币。 该公司是一家综合模拟集成电路(IC)公司，拥有约6600种模拟集成电路与传感器产品，涵盖36个产品类 别。产品组合分为信号链集成电路和电源管理集成电路两大领域。其产品广泛应用于工业、网络、消费 电子、电动汽车、数据中心、机器人、可再生能源及新一代消费设备等领域。 ...

智通财经APP获悉，据港交所9月28日披露，圣邦微电子(北京)股份有限公司(简称：圣邦股份)向港交所主板提交上市申 请书，华泰国际、中金公司为其联席保荐人。圣邦股份(300661.SZ)已经在深交所上市。 | 【编纂】的[编纂]數目 | : | [编纂]股H股(視乎[编纂]行使與否而定) | | --- | --- | --- | | [编纂]數目 | = 1 | [编纂]股H股(可于更新分配) | | [编纂]數目 | " | [编纂]股H股(可予重新分配及 | | | | 視乎[编纂]行使與否而定) | | 最高[编纂] | : | 每股[編纂]港元,另加1.0%經紀佣金、 | | | | 0.00015%會財局交易徵費、0.0027%證監會交易微費及 | | | | 0.00565%聯交所交易費(須於[編纂]時以港元繳足, | | | | 多繳款項可予退還) | | 面值 | ： | 每股H股人民幣1.00元 | | 【酒 產】 | " 【湯養】 | | | 聯席保薦人、[編纂] | | | | 1 1 1 1 1 1 1 1 1 | | ▲ 4 == == | 电源管理集成电路构成系统能源架构的重要核 ...

公司提供品类广泛、差异化的通用型和特定应用优化模拟产品组合，涵盖了信号链和电源管理两大领 域。这两大产品是公司产品矩阵的双支柱，奠定了公司在综合模拟集成电路行业的供应商领导地位。公 司的信号链集成电路旨在对来自真实世界的信号以极高的保真度进行电子化采集、调理、放大，并转换 为数字化信号。这些能力确保了从采集到输出的端到端数据完整性，这对於要求高精度、低噪声和极小 误差的精度驱动型应用而言至关重要。公司的电源管理集成电路构成系统能源架构的重要核心，旨在调 节、转换、分配和保护电子系统内的功率流，不仅能确保系统稳定、可靠地运行，更能实现最佳能效。 根据弗若斯特沙利文的资料，自2014年至2024年，公司的收入以26.2%的复合年增长率增长，远超中国 模拟集成电路市场9.7%的复合年增长率。于2022年、2023年及2024年以及截至2024年及2025年6月30日 止六个月期间，公司的收入分别为人民币31.876亿元、人民币26.157亿元、人民币33.470亿元、人民币 15.764亿元及人民币18.188亿元。公司于整个往绩记录期间始终保持着可持续的盈利能力。毛利率分别 为52.9%、44.9%、47.2%、 ...

Group 1 - The core viewpoint of the news is that Naxin Microelectronics has experienced a decline in stock price, with a cumulative drop of 7.29% over three consecutive days, closing at 181.50 yuan per share on September 19, with a total market capitalization of 25.869 billion yuan [1] - Naxin Microelectronics, established on May 17, 2013, focuses on the research and sales of high-performance and high-reliability analog integrated circuits, with its main revenue sources being signal chain products (38.45%), power management products (34.09%), and sensor products (27.11%) [1] - The company is located in Suzhou Industrial Park, Jiangsu Province, and has been publicly listed since April 22, 2022 [1] Group 2 - According to data from the top ten heavy stocks of funds, a fund under Bank of China Securities holds shares in Naxin Microelectronics, with 600 shares held in the Zhongyin Securities Juyue Mixed A fund, accounting for 0.84% of the fund's net value [2] - The Zhongyin Securities Juyue Mixed A fund has experienced a year-to-date return of 5.3% and a one-year return of 13.07%, ranking 6613 out of 8172 and 6556 out of 7980 respectively in its category [2] - The fund manager, Lv Wenyue, has been in position for 9 years and 220 days, with the fund's total asset scale at 11.686 billion yuan and a best return of 33.26% during his tenure [2]

Group 1 - The core viewpoint of the news is that Naxin Microelectronics has experienced a decline in stock price, with a 2.94% drop on September 19, bringing the share price to 181.50 yuan, and a total market capitalization of 25.869 billion yuan [1] - Naxin Microelectronics has seen a cumulative decline of 7.29% over the past three days, indicating a negative trend in its stock performance [1] - The company specializes in the research and sales of high-performance, high-reliability analog integrated circuits, with its main business revenue composition being 38.45% from signal chain products, 34.09% from power management products, and 27.11% from sensor products [1] Group 2 - From the perspective of fund holdings, Changcheng Fund has a significant position in Naxin Microelectronics, with its fund holding 9,234 shares, representing 1.96% of the fund's net value, making it the sixth-largest holding [2] - The fund has incurred a floating loss of approximately 50,700 yuan today, with a total floating loss of 131,900 yuan during the three-day decline [2] - The fund manager, Lei Jun, has a tenure of 10 years and 274 days, with the fund's total asset scale at 3.443 billion yuan, achieving a best return of 169.76% and a worst return of -89.53% during his management [2]

浙商鼎盈事件驱动混合(LOF)（169201）基金经理为张雷。 截至发稿，张雷累计任职时间186天，现任基金资产总规模983.57万元，任职期间最佳基金回报 11.93%， 任职期间最差基金回报11.93%。 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。 从基金十大重仓股角度 数据显示，浙商证券资管旗下1只基金重仓圣邦股份。浙商鼎盈事件驱动混合(LOF)（169201）二季度 持有股数6000股，占基金净值比例为4.44%，位居第六大重仓股。根据测算，今日浮盈赚取约8.74万 元。 浙商鼎盈事件驱动混合(LOF)（169201）成立日期2016年12月7日，最新规模983.6万。今年以来收益 20%，同类排名4209/8246；近一年收益43.22%，同类排名3801/8054；成立以来收益67.91%。 责任编辑：小浪快报 9月15日，圣邦股份涨20%，截至发稿，报87.42元/股，成交30.11亿元，换手率5.84%，总市值540.27亿 元。 资料显示，圣邦微电子 ...

Core Viewpoint - The report outlines the ongoing supervision and assessment of Guizhou Zhenhua Fengguang Semiconductor Co., Ltd. by CITIC Securities, highlighting the company's financial performance, risk management, and core competitiveness in the semiconductor industry. Summary by Sections Continuous Supervision Overview - CITIC Securities conducted a semi-annual review of the company, focusing on governance, financial management, and compliance with regulations [1]. Issues and Rectification - No significant issues were identified during the supervision period, indicating stable operations [2]. Major Risk Items - The company faces risks related to the uncertainty of technology commercialization and market acceptance of new products, which could impact financial performance if key technological breakthroughs are not achieved [2]. - High customer concentration poses a risk, as the company primarily serves state-owned enterprises, making it vulnerable to fluctuations in demand from these clients [3][4]. Financial Performance Indicators - Revenue for the first half of 2025 was CNY 464.66 million, a decrease of 23.90% compared to the same period in 2024 [6]. - Net profit attributable to shareholders dropped by 73.03%, while the net profit after excluding non-recurring items fell by 76.07% [6][7]. - The company's cash flow from operating activities increased by CNY 212.11 million, attributed to improved collection efforts and optimized production management [6]. Core Competitiveness - The company is a pioneer in the domestic analog integrated circuit industry, focusing on independent innovation and strengthening R&D capabilities [7][12]. - It has established a multi-center R&D network and collaborates with top universities to accelerate technological innovation [8][12]. R&D Expenditure and Progress - R&D expenses for the first half of 2025 amounted to CNY 76.98 million, representing 16.57% of revenue, an increase of 7.98% from the previous year [14]. - The company applied for 30 invention patents and 4 software copyrights during the reporting period, reflecting its commitment to innovation [14]. Use of Raised Funds - The company has established a management system for raised funds, ensuring compliance with decision-making and disclosure procedures, although the progress of some projects has been delayed [15][11]. Shareholding and Management - As of June 30, 2025, the controlling shareholder holds 40.12% of the company's shares, with no pledges or reductions in shareholding reported [16][17]. Other Matters - The company is advised to continue progressing on its investment projects to ensure they meet expected outcomes [11].

Group 1 - The company successfully completed its initial public offering (IPO) by issuing 20 million shares at a price of RMB 115.71 per share, raising a total of RMB 231.42 million, with a net amount of RMB 215.23 million after deducting issuance costs [1] - In 2023, the company issued 12.04 million shares to specific investors at RMB 149.53 per share, raising RMB 180.10 million, with a net amount of RMB 178.17 million after costs [2] - The company is under continuous supervision by Guotai Junan Securities, which will monitor compliance with regulations and ensure proper information disclosure during the supervision period from January 1, 2025, to June 30, 2025 [3][4] Group 2 - The company has established internal systems and decision-making processes to comply with legal and regulatory requirements, ensuring that all stakeholders are aware of their obligations under listing rules [4][5] - The company is committed to maintaining accurate, complete, and timely information disclosure, preventing any concealment of important information [6][7] - The company has not encountered any significant risks or negative events that require disclosure during the supervision period [8] Group 3 - The company reported a significant increase in revenue, with a total of RMB 94.91 million for the first half of 2025, representing an 87.33% increase year-on-year, driven by growth in industrial, automotive, communication, and consumer electronics markets [20][21] - The net profit attributable to shareholders for the same period was RMB 6.57 million, marking a turnaround from a loss in the previous year, primarily due to increased demand and effective cost control [21] - The company's research and development (R&D) expenditure for the first half of 2025 was RMB 26.85 million, accounting for 28.29% of revenue, despite a decrease in the proportion compared to the previous year [22][26] Group 4 - The company operates in the integrated circuit design industry, focusing on analog integrated circuit chips, and faces increasing competition and the need for continuous innovation to maintain market competitiveness [10][11] - The company has established a strong intellectual property system, holding numerous patents, which helps create technological and market barriers [23][24] - The company employs a Fabless model, relying on partnerships with suppliers for wafer manufacturing and packaging, which is crucial for maintaining production capacity [12][24]

Group 1 - The company is in the planning stage for issuing H-shares and has not finalized details regarding the use of raised funds [1][3] - On August 28, the company announced its intention to apply for an initial public offering of H-shares on the Hong Kong Stock Exchange to enhance its global strategy and attract talent [1][3] - The company specializes in high-performance analog integrated circuits, with products applicable in various sectors including industrial control, automotive electronics, and emerging markets like AI and IoT [3][4] Group 2 - In the first half of 2025, the company achieved a revenue of 1.819 billion yuan, representing a year-on-year growth of 15.37%, and a net profit of 200 million yuan, up 12.42% [3][4] - The company attributes its performance to strong R&D capabilities and increased investment in innovation, leading to the development of a diverse range of products that meet market demands [3][4] - The company has strengthened its collaboration with clients and focused on key sectors such as industrial and automotive electronics, while also improving supply chain management and cost control [4]