辑丨瑜见 编 11月19日，万科A小幅低开后继续回落，盘中跌幅一度超1%，最低探至6.06元/股，刷新十年来新低。 截至发稿，万科A跌0.98%，报6.07元，成交额超2亿元。 港股万科企业跌1.70%，报4.040港元。 | < ロ | 万科企业(2202) | | | | --- | --- | --- | --- | | | 11-19 10:21:40 通 | | | | | 4.040 额4074万 股本 119亿 市盈™ -0.7 | | 万得 | | | -0.070 -1.70% 换 0.45% 市值 737亿 市净 0.25 | | 盘口 | | स्टेबिय | 五日 日K 周K 月K 更多 ◎ | | | | 鹽加 | 盘口 | | | | 4.190 | 1.95% 卖10 4.140 | | 3.0万(9) | | | | 卖9 4.130 | 6.4万(9) | | | 卖8 | 4.120 | 77.8万(19) | | | 327 | 4.110 | 22.8万(15) | | | 3.6 | 4.100 | 20.1万(22) | | | 355 | 4.090 | 64. ...

Core Viewpoint - The stock of Shanghai Pylon Technologies Co., Ltd. experienced a decline of 5.01%, trading at 66.56 CNY per share, with a total market capitalization of 16.331 billion CNY as of November 18 [1] Company Overview - Shanghai Pylon Technologies Co., Ltd. was established on October 28, 2009, and went public on December 30, 2020. The company specializes in the research, development, production, and sales of lithium iron phosphate materials, cells, and battery systems [1] - The revenue composition of the company is as follows: 87.67% from energy storage battery systems, 11.63% from other sources, and 0.70% from supplementary sources [1] Fund Holdings - According to data, one fund under GF Fund Management holds a significant position in Pylon Technologies. The GF Arbitrage Fund (000992) held 7,962 shares in the third quarter, accounting for 1.1% of the fund's net value, making it the second-largest holding [2] - The GF Arbitrage Fund was established on February 6, 2015, with a latest scale of 53.5627 million CNY. Year-to-date returns are 2.68%, ranking 7,437 out of 8,140 in its category, while the one-year return is 4.21%, ranking 7,138 out of 8,057 [2] Fund Manager Performance - The fund manager of GF Arbitrage, Sun Di, has been in position for 7 years and 342 days, managing assets totaling 3.438 billion CNY, with the best fund return during his tenure being 234.15% and the worst being -46.52% [3] - Co-manager Yi Wei has been in position for 2 years and 137 days, managing assets of 3.872 billion CNY, with the best return of 68.97% and the worst return of -1.49% during his tenure [3]

Core Points - The stock of Suotong Development fell by 5.03% on November 17, trading at 27.02 CNY per share with a transaction volume of 609 million CNY and a turnover rate of 4.43%, resulting in a total market capitalization of 13.459 billion CNY [1] Company Overview - Suotong Development Co., Ltd. is located in the Hengyuan Economic Development Zone, Linyi County, Shandong Province, established on August 27, 2003, and listed on July 18, 2017 [1] - The company's main business involves the research, production, and sales of prebaked anodes, with revenue composition as follows: prebaked anodes 90.75%, other (supplementary) 4.57%, negative materials 3.68%, and capacitors 0.99% [1] Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under GF Fund holds Suotong Development shares. The GF Guozheng 2000 ETF (159907) held 45,600 shares in the third quarter, accounting for 0.61% of the fund's net value, ranking as the seventh largest heavy stock [2] - The GF Guozheng 2000 ETF (159907) was established on June 3, 2011, with a latest scale of 198 million CNY. Year-to-date return is 30.73%, ranking 1651 out of 4217 in its category; the one-year return is 29.77%, ranking 1250 out of 3957; and since inception, the return is 82.09% [2] - The fund manager of GF Guozheng 2000 ETF is Huo Huaming, who has been in position for 8 years and 214 days, with a total asset scale of 65.92 billion CNY. The best fund return during his tenure is 81.17%, while the worst is -28.81% [2]

Group 1 - Zhongfu Industrial experienced a decline of 5.06% on November 11, with a stock price of 6.94 CNY per share, a trading volume of 777 million CNY, a turnover rate of 2.76%, and a total market capitalization of 27.815 billion CNY [1] - The company, founded on January 28, 1997, and listed on June 26, 2002, is based in Gongyi City, Henan Province, and its main business includes coal mining, thermal power generation, electrolytic aluminum, and deep processing of aluminum products [1] - The revenue composition of Zhongfu Industrial is as follows: non-ferrous metals 94.76%, electricity 9.96%, coal 2.71%, and other businesses 0.47% [1] Group 2 - E Fund has one fund heavily invested in Zhongfu Industrial, specifically the E Fund Resource Industry Mixed Fund (110025), which increased its holdings by 1.0085 million shares in the third quarter, bringing the total to 8.8302 million shares, accounting for 2.83% of the fund's net value [2] - The estimated floating loss for the fund today is approximately 3.2672 million CNY [2] - The E Fund Resource Industry Mixed Fund (110025) was established on August 16, 2011, with a current size of 1.618 billion CNY, and has achieved a year-to-date return of 52.27%, ranking 868 out of 8147 in its category [2]

Group 1 - Yifang Biotechnology's stock price has dropped 5% on November 7, reaching 25.06 CNY per share, with a trading volume of 264 million CNY and a turnover rate of 2.44%, resulting in a total market capitalization of 14.493 billion CNY [1] - The stock has experienced a continuous decline for four days, with a cumulative drop of 12.94% during this period [1] - Yifang Biotechnology, established on January 11, 2013, and listed on July 25, 2022, focuses on the research, production, and sales of innovative drugs, with its main revenue derived entirely from technology licensing and cooperation [1] Group 2 - Southern Fund has one fund heavily invested in Yifang Biotechnology, specifically the Southern Medical Innovation Stock A (010592), which increased its holdings by 533,700 shares in the third quarter, totaling 3.0189 million shares, representing 4.42% of the fund's net value [2] - The estimated floating loss for the fund today is approximately 3.985 million CNY, with a total floating loss of 11.8342 million CNY during the four-day decline [2] - The Southern Medical Innovation Stock A fund was established on March 2, 2021, with a current size of 1.477 billion CNY, achieving a year-to-date return of 40.7% and a one-year return of 31.46% [2]

Group 1 - The core point of the news is that Rongtai Co., Ltd. experienced a decline of 5.04% in its stock price, reaching 40.12 CNY per share, with a trading volume of 377 million CNY and a turnover rate of 3.29%, resulting in a total market capitalization of 11.346 billion CNY [1] - Rongtai Co., Ltd. is located in Jiangdu District, Yangzhou City, Jiangsu Province, and was established on June 15, 2000, with its listing date on February 24, 2021. The company specializes in the research, production, and sales of aluminum alloy precision die-casting parts [1] - The main business revenue composition of Rongtai Co., Ltd. includes automotive components at 81.14%, molds at 8.61%, equipment at 6.81%, other (supplementary) at 3.24%, and motorcycle components at 0.20% [1] Group 2 - From the perspective of the top ten heavy stocks held by funds, data shows that a fund under Puyin Ansheng holds a significant position in Rongtai Co., Ltd. The Puyin Ansheng Environmental New Energy A Fund (007163) held 141,400 shares in the third quarter, accounting for 4.3% of the fund's net value, making it the fifth-largest heavy stock [2] - The Puyin Ansheng Environmental New Energy A Fund (007163) was established on July 9, 2019, with a latest scale of 65.5531 million CNY. Year-to-date returns are at 47.95%, ranking 1274 out of 8148 in its category; the one-year return is 38.52%, ranking 1550 out of 8053; and since inception, the return is 131.54% [2] - The fund manager of Puyin Ansheng Environmental New Energy A Fund is Yang Dawei, who has been in the position for 4 years and 75 days, with a total asset scale of 136 million CNY. The best fund return during his tenure is -15.16%, while the worst is -52.3% [2]

Group 1 - The core point of the news is that Allwinner Technology has experienced a continuous decline in stock price, dropping 1.47% on November 5, with a total decline of 10.43% over the past seven days [1] - As of the report, Allwinner Technology's stock price is at 43.70 yuan per share, with a trading volume of 8.15 billion yuan and a turnover rate of 2.76%, resulting in a total market capitalization of 36.071 billion yuan [1] - Allwinner Technology, established on September 19, 2007, and listed on May 15, 2015, specializes in the research and design of intelligent application processors SoC, high-performance analog devices, and wireless interconnection chips, with 100% of its main business revenue coming from intelligent terminal application processor chips [1] Group 2 - From the perspective of fund holdings, one fund under Guotai Haitong Asset Management has a significant position in Allwinner Technology, holding 694,200 shares, which accounts for 1.01% of the fund's net value, ranking as the sixth-largest holding [2] - The fund, Guotai Haitong CSI 500 Index Enhanced A (014155), has experienced a floating loss of approximately 451,200 yuan today and a total floating loss of 3.5336 million yuan during the seven-day decline [2] - The fund was established on December 15, 2021, with a current scale of 2.316 billion yuan, and has achieved a year-to-date return of 30.46%, ranking 1595 out of 4216 in its category [2]

Group 1 - The core point of the news is that Tai Chen Guang's stock has experienced a significant decline, with a 14.64% drop over the past seven days, leading to a current price of 95.30 CNY per share and a total market capitalization of 21.645 billion CNY [1] - Tai Chen Guang, established on December 12, 2000, specializes in the research, production, and sales of optical devices, with 98.02% of its revenue coming from optical device products [1] - The company has seen a trading volume of 7.81 billion CNY and a turnover rate of 4.30% on the day of reporting [1] Group 2 - Tai Ping Fund has a significant holding in Tai Chen Guang, with its Tai Ping Industry Preferred A fund holding 68,800 shares, representing 4.55% of the fund's net value, making it the sixth-largest holding [2] - The fund has incurred a floating loss of approximately 120,400 CNY today and a total floating loss of 1.1249 million CNY during the seven-day decline [2] - Tai Ping Industry Preferred A fund, established on September 1, 2020, has a current size of 108 million CNY and has achieved a year-to-date return of 34.46% [2]

Group 1 - The core point of the news is that Baiao Chemical's stock price has dropped by 5.19%, currently trading at 31.26 CNY per share, with a total market capitalization of 22.077 billion CNY [1] - Baiao Chemical, established on September 22, 2003, and listed on February 6, 2017, specializes in the research, production, and sales of isothiazolinone industrial biocides [1] - The company's main business revenue composition includes industrial biocides at 54.95%, semiconductors at 44.36%, and other minor segments [1] Group 2 - According to data, a fund under Bank of China Securities has heavily invested in Baiao Chemical, with the fund increasing its holdings by 106,700 shares in the third quarter, bringing the total to 355,000 shares, which constitutes 9.58% of the fund's net value [2] - The fund, named Bank of China Securities Preferred Industry Leaders Mixed A (009640), has a total scale of 62.0185 million CNY and has achieved a year-to-date return of 60.17% [2] - The fund manager, Song Fangyun, has been in position for 2 years and 317 days, with the best fund return during this period being 22.23% and the worst being -39.29% [3]

Group 1 - The core point of the article highlights the significant decline in the stock price of Jiewa Technology, which has dropped 5.14% to 46.83 CNY per share, with a total market capitalization of 21.089 billion CNY and a cumulative decline of 11.41% over six consecutive days [1] - Jiewa Technology specializes in the research and sales of analog integrated circuits, with its main revenue derived from power management chips, accounting for 93.09% of total revenue, including DC-DC chips (56.79%), AC-DC chips (20.48%), and linear power chips (14.40%) [1] - The company was established on March 18, 2013, and went public on December 23, 2022, indicating its relatively recent entry into the public market [1] Group 2 - From the perspective of fund holdings, Jiewa Technology is a significant investment for the招商金安成长严选混合 fund, which holds 750,500 shares, representing 3.44% of the fund's net value, and has incurred a floating loss of approximately 190.64 thousand CNY today [2] - The招商金安成长严选混合 fund has a total scale of 1.267 billion CNY and has achieved a year-to-date return of 23.73%, ranking 3932 out of 8150 in its category [2] - The fund manager, Chen Xizhong, has been in charge for 4 years and has achieved a best fund return of 73.7% during his tenure [3]