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推荐几个聊投资的优质原创公众号
Sou Hu Cai Jing· 2025-11-16 02:21
Group 1 - The article recommends several high-quality original public accounts in the fund investment field, emphasizing their valuable content and the investment methods and opportunities learned from them [1][2] - The accounts mentioned include "复来指数投资," which focuses on index fund investment and offers practical strategies such as intelligent investment strategies and industry rotation strategies [3] - "阡陌说" is highlighted for its data analysis and ability to discover lesser-known but excellent fund managers, providing clear and detailed articles [4] Group 2 - "投资闲记" is noted for its deep insights into value investing and index investment, sharing unique market perspectives and historical patterns [4] - "小鱼量化" presents a diversified investment system suitable for ordinary investors, focusing on low-cost, high-dividend, and convertible bond investments [5] - "懒人养基" promotes a long-term, steady, and value investment approach, encouraging research before buying and minimal management afterward [6]
太极实业股价跌5.1%,南方基金旗下1只基金位居十大流通股东,持有1348.5万股浮亏损失660.77万元
Xin Lang Cai Jing· 2025-11-14 07:27
Group 1 - The core point of the news is that Taiji Industrial experienced a 5.1% drop in stock price, closing at 9.12 CNY per share, with a trading volume of 1.32 billion CNY and a turnover rate of 6.83%, resulting in a total market capitalization of 19.075 billion CNY [1] - Taiji Industrial, established on July 26, 1993, and listed on July 28, 1993, is located in Wuxi City, Jiangsu Province. The company is a leading manufacturer and service provider in the semiconductor (integrated circuit) market, focusing on semiconductor packaging and testing as well as electronic high-tech engineering services [1] - The revenue composition of Taiji Industrial includes: engineering general contracting 78.52%, packaging and testing 9.08%, design and consulting 6.15%, modules 4.99%, photovoltaic power generation 0.87%, and others 0.39% [1] Group 2 - Among the top ten circulating shareholders of Taiji Industrial, a fund under Southern Fund holds a position. The Southern CSI 1000 ETF (512100) reduced its holdings by 143,900 shares in the third quarter, now holding 13.485 million shares, which accounts for 0.64% of the circulating shares. The estimated floating loss today is approximately 6.6077 million CNY [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a current scale of 76.63 billion CNY. Year-to-date returns are 28.92%, ranking 1977 out of 4216 in its category; the one-year return is 18.72%, ranking 2222 out of 3955; and since inception, the return is 14.09% [2]
达意隆股价涨5.05%,广发基金旗下1只基金位居十大流通股东,持有113.05万股浮盈赚取78万元
Xin Lang Cai Jing· 2025-11-14 05:50
Group 1 - The core viewpoint of the news is that Dali Long's stock price increased by 5.05% to 14.34 CNY per share, with a trading volume of 145 million CNY and a turnover rate of 6.61%, resulting in a total market capitalization of 2.854 billion CNY [1] - Dali Long Packaging Machinery Co., Ltd. is located in Huangpu District, Guangzhou, Guangdong Province, and was established on December 18, 1998. The company was listed on January 30, 2008, and its main business involves the research, production, and sales of liquid automation packaging machinery, as well as contract manufacturing for beverages and daily chemical liquids [1] - The revenue composition of Dali Long's main business includes 93.85% from liquid packaging machinery and automation equipment, 6.05% from contract manufacturing, and 0.10% from other sources [1] Group 2 - From the perspective of Dali Long's top ten circulating shareholders, a fund under GF Fund ranks among the top shareholders. The GF Quantitative Multi-Factor Mixed A Fund (005225) entered the top ten circulating shareholders in the third quarter, holding 1.1305 million shares, which accounts for 0.72% of the circulating shares. It is estimated that the fund has made a floating profit of approximately 780,000 CNY today [2] - The GF Quantitative Multi-Factor Mixed A Fund (005225) was established on March 21, 2018, with a latest scale of 3.618 billion CNY. Year-to-date, it has achieved a return of 51.79%, ranking 994 out of 8140 in its category; over the past year, it has returned 50.24%, ranking 605 out of 8056; and since its inception, it has returned 132.97% [2]
中来股份股价涨5.1%,南方基金旗下1只基金位居十大流通股东,持有796.39万股浮盈赚取342.45万元
Xin Lang Cai Jing· 2025-11-14 05:36
Core Viewpoint - Zhonglai Co., Ltd. has experienced a significant stock price increase of 29.69% over the past five days, closing at 8.86 CNY per share with a market capitalization of 9.654 billion CNY [1] Group 1: Company Overview - Zhonglai Co., Ltd. was established on March 7, 2008, and went public on September 12, 2014. The company is located in Changshu, Jiangsu Province, and specializes in the research, production, and sales of solar cell back sheets [1] - The main business revenue composition includes: photovoltaic application systems (55.36%), components (24.10%), photovoltaic auxiliary materials (12.81%), others (5.46%), and batteries (2.27%) [1] Group 2: Shareholder Information - Among the top ten circulating shareholders, a fund under Southern Fund holds a position in Zhonglai Co., Ltd. The Southern CSI 1000 ETF (512100) reduced its holdings by 99,300 shares in the third quarter, now holding 7.9639 million shares, which accounts for 0.83% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) has achieved a year-to-date return of 28.92% and ranks 1977 out of 4216 in its category [2] - The fund manager, Cui Lei, has been in charge for 7 years and 9 days, with a total fund asset scale of 122.76 billion CNY and a best fund return of 175.92% during the tenure [2]
新浪财经APP基金投资优势分析:一站式服务投资者决策
Xin Lang Ji Jin· 2025-11-13 06:56
Core Viewpoint - The Sina Finance APP is positioned as a comprehensive tool that effectively covers all aspects of fund investment, from decision-making to trading, amidst the increasing number of public funds expected to exceed 10,000 by 2025 [1] Group 1: Data Advantage - The APP integrates data from 163 fund companies, covering 98% of market fund products and monitoring over 10,000 funds in real-time [2] - Investors can access comprehensive market fund net value information without switching between multiple platforms, with a refresh speed of 0.03 seconds, significantly faster than the industry average [3][4] Group 2: Intelligent Tools - The APP features an AI-powered decision support system that simplifies complex data into intuitive visual formats, with the "Xina AI Assistant" scoring 9.6 in evaluations [5] - This assistant can condense a 5,000-word annual report into a 300-word summary, highlighting risks and opportunities, improving processing efficiency by eight times compared to manual analysis [6] - The intelligent investment feature allows for automatic adjustment of investment amounts based on market conditions, enhancing investment strategies [7][8] Group 3: Ecological Closed Loop - The APP provides a one-stop experience from information to trading, integrating trading functions directly within the platform [9] - Through the Kuaishi Fund platform, investors can complete account opening and trading within the APP, collaborating with 60 fund companies and offering over 3,000 fund products [10][11] - The APP also features a content matrix that includes real-time news, in-depth reports, and live interpretations, with an average news release time 15 minutes ahead of competitors [11][12] Group 4: Personalized Services - The APP's modular workspace allows users to customize over 200 functional components, tailoring their interface to individual investment habits [13] - An intelligent alert system monitors 12 types of conditions with a 98.2% accuracy rate, ensuring users are informed of significant market changes [13] - Exclusive features for HarmonyOS users enhance the overall investment experience with functionalities like lock screen cards and voice broadcasting [13] Conclusion - The Sina Finance APP not only provides daily net value changes but also integrates comprehensive information about fund managers' investment styles and portfolio distributions, enabling users to form a well-rounded understanding of their investments [14] - In the era of numerous funds, choosing an APP with strong data integration and ecological synergy is crucial for investors navigating market cycles [14]
元祖股份股价涨5.74%,大成基金旗下1只基金位居十大流通股东,持有113.64万股浮盈赚取85.23万元
Xin Lang Cai Jing· 2025-11-13 06:05
Group 1 - The core viewpoint of the news is that Yuanzu Co., Ltd. has experienced a significant stock price increase, rising 5.74% to 13.81 CNY per share, with a total market capitalization of 3.314 billion CNY and a cumulative increase of 6.87% over the past nine days [1] - Yuanzu Co., Ltd. specializes in the research, production, and sales of baked goods, with 95.98% of its main business revenue coming from product sales, while other income sources include unused stored value card income (2.88%), franchise fees (0.33%), and others [1] - The company is located in Shanghai and was established on August 20, 2002, with its listing date on December 28, 2016 [1] Group 2 - Among the top ten circulating shareholders of Yuanzu Co., Ltd., Dazhong Fund's Dazhong Jingheng Mixed A (090019) has entered the list, holding 1.1364 million shares, which accounts for 0.47% of the circulating shares [2] - The fund has generated a floating profit of approximately 852,300 CNY today and a total of 954,600 CNY during the nine-day stock price increase [2] - Dazhong Jingheng Mixed A was established on June 15, 2012, with a current scale of 694 million CNY and has achieved a year-to-date return of 45.5% [2]
木林森股价涨5.05%,南方基金旗下1只基金位居十大流通股东,持有949.86万股浮盈赚取427.44万元
Xin Lang Cai Jing· 2025-11-13 05:45
Group 1 - The core point of the news is that Mulinson's stock price increased by 5.05%, reaching 9.36 CNY per share, with a trading volume of 277 million CNY and a turnover rate of 2.82%, resulting in a total market capitalization of 13.892 billion CNY [1] - Mulinson Co., Ltd. is located in Zhongshan City, Guangdong Province, and was established on March 3, 1997. It was listed on February 17, 2015. The company's main business involves the research, production, and sales of LED packaging products and applications [1] - The revenue composition of Mulinson's main business includes: Longde Wanshi 55.24%, Mulinson 41.76%, and others 3.00% [1] Group 2 - From the perspective of Mulinson's top ten circulating shareholders, a fund under Southern Fund is among them. The Southern CSI 1000 ETF (512100) reduced its holdings by 101,700 shares in the third quarter, now holding 9.4986 million shares, which accounts for 0.89% of the circulating shares [2] - The estimated floating profit for the Southern CSI 1000 ETF (512100) today is approximately 4.2744 million CNY. The fund was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date return is 27.15%, ranking 2004 out of 4216 in its category [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 7 years and 8 days. The total asset scale under management is 122.76 billion CNY, with the best fund return during the tenure being 175.89% and the worst being -15.93% [3]
为什么这次4000点,和以往都不一样?
中国基金报· 2025-11-13 03:04
Core Viewpoint - The article emphasizes the need for mutual respect and service for investors, rather than just education, highlighting the launch of a new program called "Investors Are Here" to amplify the voices of fund investors [3]. Group 1: Event Announcement - The 18th episode of "Investors Are Here" will be broadcast on November 13 at 19:00, featuring two experienced investors sharing their experiences during market fluctuations [4][8]. - The program aims to address how investors are adjusting their positions around the 4000-point mark and the unique logic behind the current market trends [4][6]. Group 2: Guest Profiles and Discussion Topics - The guests, Mr. Yang and Mr. Xu, have 10 and 3 years of fund investment experience, respectively [10]. - Discussion topics will include their investment journeys, market expectations, investment structures, adjustments made during the current market cycle, and the differences between this bull market and previous ones [11].
天山电子股价涨5.65%,富国基金旗下1只基金位居十大流通股东,持有150.01万股浮盈赚取232.51万元
Xin Lang Cai Jing· 2025-11-13 02:59
Core Viewpoint - Tianshan Electronics experienced a stock price increase of 5.65%, reaching 29.00 CNY per share, with a trading volume of 135 million CNY and a turnover rate of 3.78%, resulting in a total market capitalization of 5.749 billion CNY [1] Company Overview - Tianshan Electronics, established on August 26, 2005, and listed on November 1, 2022, is located in the Qianhai Kexing Science Park, Bao'an District, Shenzhen, Guangdong Province [1] - The company specializes in the research, design, production, and sales of customized liquid crystal displays and display modules in the professional display sector [1] Revenue Composition - The revenue composition of Tianshan Electronics is as follows: - Color LCD display modules - non-entrusted processing: 58.97% - Monochrome LCD display modules: 22.39% - Monochrome LCD displays: 10.62% - Color LCD display modules - entrusted processing: 4.96% - Touch screens: 1.73% - Material sales and other businesses: 1.33% [1] Shareholder Information - Among the top ten circulating shareholders of Tianshan Electronics, a fund under the Fortune Fund ranks first, specifically the Fortune Innovation Technology Mixed A (002692), which entered the top ten in Q3 with 1.5001 million shares, accounting for 1.18% of circulating shares [2] - The fund has achieved a year-to-date return of 102.54%, ranking 39 out of 8145 in its category, and a one-year return of 83.19%, ranking 81 out of 8059 [2] - The fund manager, Luo Qing, has been in position for 3 years and 259 days, with a total asset scale of 5.29 billion CNY during his tenure [2]
关于嘉实北交所精选两年定期混合基金经理变更的公告
Shang Hai Zheng Quan Bao· 2025-11-12 18:49
Core Viewpoint - The announcement details the suspension of subscription and redemption services for the Jiashi Hang Seng Hong Kong Stock Connect Technology Theme ETF Linked Fund on non-Hong Kong Stock Connect trading days in 2025, ensuring the fund's stable operation and protecting the interests of fund shareholders [1][2]. Group 1: Fund Operations - The fund will suspend subscription, redemption, and other services on non-Hong Kong Stock Connect trading days in 2025, with operations resuming on the next available trading day [1][2]. - The specific non-Hong Kong Stock Connect trading days have been adjusted to exclude dates overlapping with the Shanghai and Shenzhen Stock Exchanges' holidays [2]. - The fund will begin processing subscription, redemption, and regular investment services starting from November 17, 2025, on normal trading days [4]. Group 2: Subscription and Redemption Details - The minimum subscription amount for individual investors through online direct sales is set at 1 RMB, while the minimum for counter subscriptions is 20,000 RMB [6]. - A-class fund shares incur a subscription fee that decreases with the amount, while C-class shares do not have a subscription fee [7]. - Redemption requests can be made for partial or full fund shares, with a minimum redemption of 1 share, and specific redemption fees apply based on the holding period [9][10]. Group 3: Sales Institutions - The fund can be purchased through various sales institutions, including Jiashi Fund Management's direct sales center and multiple non-direct sales banks and financial institutions [12][13]. - Each sales institution has its own rules regarding the types of fund services they can offer and the specific procedures for transactions [15]. Group 4: Investor Information - Investors are encouraged to check the fund's net asset value and cumulative net asset value on the following day after each trading day through designated websites [16]. - The fund management company emphasizes the importance of reading the fund's prospectus and related documents for detailed information [17].