Workflow
基金重仓
icon
Search documents
源飞宠物跌1.02%,成交额5429.36万元,近3日主力净流入511.58万
Xin Lang Cai Jing· 2025-12-22 08:04
Core Viewpoint - The company, Wenzhou Yuanfei Pet Products Co., Ltd., is experiencing fluctuations in stock performance and is positioned to benefit from trends in the pet economy, cross-border e-commerce, and the depreciation of the RMB [2][3]. Company Overview - Wenzhou Yuanfei Pet Products Co., Ltd. specializes in the research, production, and sales of pet supplies and pet food, with main products including pet snacks, leashes, toys, dry food, and wet food [2][7]. - The company was established on September 27, 2004, and went public on August 18, 2022 [7]. - As of September 30, 2025, the company reported a revenue of 1.281 billion yuan, a year-on-year increase of 37.66%, and a net profit attributable to shareholders of 130 million yuan, up 8.75% year-on-year [7]. Revenue and Market Position - The company's overseas revenue accounts for 85.78% of total revenue, benefiting from the depreciation of the RMB [3]. - The revenue composition includes pet snacks (52.09%), leashes (24.77%), staple food (9.79%), other products (7.72%), and toys (5.64%) [7]. - The company has established production bases in Cambodia to enhance global capacity and reduce labor costs, with an average capacity utilization rate of around 80% [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders is 13,600, a decrease of 10.74% from the previous period, with an average of 7,888 circulating shares per person, an increase of 53.27% [7]. - The company has distributed a total of 120 million yuan in dividends since its A-share listing [8]. - The stock has seen a net inflow of -282,500 yuan today, with no significant trend in major shareholder activity [4][5].
莱特光电股价涨5.2%,国寿安保基金旗下1只基金重仓,持有27.5万股浮盈赚取36.3万元
Xin Lang Cai Jing· 2025-12-22 07:07
Group 1 - The core viewpoint of the news is that Lite-On Optoelectronics has seen a significant stock price increase, rising 5.2% to 26.72 CNY per share, with a total market capitalization of 10.753 billion CNY and a cumulative increase of 19.42% over three days [1] - Lite-On Optoelectronics specializes in the research, production, and sales of OLED organic materials, with 94.48% of its main business revenue coming from OLED materials, 4.95% from panel cleaning solutions, and the remaining from other intermediates [1] - The stock has a trading volume of 448 million CNY and a turnover rate of 4.35% [1] Group 2 - The Guoshou Anbao New Blue Chip Mixed Fund (007074) holds 275,000 shares of Lite-On Optoelectronics, representing 5.02% of the fund's net value, making it the tenth largest holding [2] - The fund has generated a floating profit of approximately 363,000 CNY today and a total of 1.1357 million CNY during the three-day price increase [2] - The fund has achieved a year-to-date return of 54.89% and ranks 687 out of 8170 in its category [2] Group 3 - The fund manager of Guoshou Anbao New Blue Chip Mixed Fund is Li Bowen, who has been in the position for 3 years and 136 days, with the fund's total asset size at 395 million CNY [3] - During Li Bowen's tenure, the best fund return was 65.42%, while the worst return was 31.65% [3]
莱特光电股价涨5.2%,华夏基金旗下1只基金重仓,持有16.2万股浮盈赚取21.38万元
Xin Lang Cai Jing· 2025-12-22 07:07
Core Viewpoint - The stock price of Lite-On Optoelectronics has increased by 5.2% on December 22, reaching 26.72 CNY per share, with a total market capitalization of 10.753 billion CNY, reflecting a cumulative increase of 19.42% over three consecutive days [1] Group 1: Company Overview - Lite-On Optoelectronics, established on February 21, 2010, is located in Xi'an High-tech Zone, Shaanxi Province, and was listed on March 18, 2022 [1] - The company's main business involves the research, production, and sales of OLED organic materials, with revenue composition as follows: OLED organic materials 94.48%, cleaning solutions for panels 4.95%, other 0.33%, and other intermediates 0.23% [1] Group 2: Fund Holdings - According to data, one fund under Huaxia Fund holds a significant position in Lite-On Optoelectronics, specifically Huaxia Quantitative Stock A (024804), which held 162,000 shares in the third quarter, accounting for 1.6% of the fund's net value, making it the seventh-largest holding [2] - The fund has reportedly gained approximately 213,800 CNY in floating profit today and 669,100 CNY during the three-day increase [2] Group 3: Fund Performance - Huaxia Quantitative Stock A (024804) was established on July 22, 2025, with a current scale of 130 million CNY and has achieved a return of 8.33% since inception [3] - The fund manager, Jin Anda, has a total asset scale of 516 million CNY, with the best return during the tenure being 39.82% and the worst being -0.66% [3]
通化金马涨2.03%,成交额3.34亿元,主力资金净流入658.39万元
Xin Lang Cai Jing· 2025-12-22 07:00
截至9月30日,通化金马股东户数3.82万,较上期减少3.20%;人均流通股25266股,较上期增加3.31%。 2025年1月-9月,通化金马实现营业收入8.92亿元,同比减少7.88%;归母净利润2496.35万元,同比增长 4.35%。 分红方面,通化金马A股上市后累计派现2.10亿元。近三年,累计派现0.00元。 机构持仓方面,截止2025年9月30日,通化金马十大流通股东中,创新药(159992)位居第七大流通股 东,持股919.30万股,相比上期增加8.78万股。南方中证1000ETF(512100)位居第八大流通股东,持 股884.16万股,相比上期减少9.23万股。香港中央结算有限公司位居第九大流通股东,持股726.71万 股,相比上期减少150.84万股。华夏中证1000ETF(159845)位居第十大流通股东,持股525.31万股, 为新进股东。 今年以来通化金马已经2次登上龙虎榜,最近一次登上龙虎榜为9月11日,当日龙虎榜净买入1.42亿元; 买入总计5.44亿元 ,占总成交额比29.22%;卖出总计4.02亿元 ,占总成交额比21.59%。 资料显示,通化金马药业集团股份有限公司位于吉 ...
奕东电子股价涨5.13%,东吴基金旗下1只基金重仓,持有9.8万股浮盈赚取28.52万元
Xin Lang Cai Jing· 2025-12-22 05:57
Group 1 - The core viewpoint of the news is that Yidong Electronics has seen a significant increase in stock price, rising by 5.13% to 59.59 yuan per share, with a trading volume of 1.335 billion yuan and a turnover rate of 14.21%, resulting in a total market capitalization of 13.982 billion yuan [1] - Yidong Electronics, established on May 14, 1997, and listed on January 25, 2022, is located in Dongguan, Guangdong Province, and specializes in the research, production, and sales of precision electronic components, including FPC, connector components, and LED backlight modules [1] - The revenue composition of Yidong Electronics is as follows: connector components account for 44.81%, FPC for 37.47%, other products for 10.01%, and LED backlight modules for 7.72% [1] Group 2 - Dongwu Fund has a significant holding in Yidong Electronics, with its Dongwu Double Triangle Stock A fund (005209) holding 98,000 shares, representing 4.83% of the fund's net value, making it the second-largest holding [2] - The Dongwu Double Triangle Stock A fund was established on December 5, 2017, with a latest scale of 23.4891 million yuan, achieving a year-to-date return of 36.06%, ranking 1057 out of 4198 in its category [2] - The fund manager, Chen Weibin, has been in position for 294 days, with the fund's total assets amounting to 93.409 million yuan, and the best and worst returns during his tenure being 23.59% and 23.13%, respectively [2]
骏亚科技股价涨5.14%,鹏华基金旗下1只基金重仓,持有11.6万股浮盈赚取9.05万元
Xin Lang Cai Jing· 2025-12-22 05:34
鹏华国证2000指数增强A(017892)基金经理为苏俊杰。 截至发稿,苏俊杰累计任职时间7年328天,现任基金资产总规模249.24亿元,任职期间最佳基金回报 81.99%, 任职期间最差基金回报-21.6%。 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 12月22日,骏亚科技涨5.14%,截至发稿,报15.96元/股,成交3.13亿元,换手率6.21%,总市值52.08亿 元。 资料显示,广东骏亚电子科技股份有限公司位于广东省惠州市惠城区(三栋)数码工业园25号区,成立日 期2005年11月22日,上市日期2017年9月12日,公司主营业务涉及印制电路板(PCB)的研发、生产和销 售及印制电路板的表面贴装(SMT),细分领域涵盖印制电路板的研发样板、小批量板、中大批量板。主营 业务收入构成为:PCB88.64%,其他(补充)6.46%,SMT2.50%,整机2.40%。 从基金十大重仓股角度 数据显示,鹏华基金旗下1只基金重仓骏亚科技。鹏华国证 ...
麦格米特股价涨5.24%,富国基金旗下1只基金重仓,持有6.48万股浮盈赚取27.35万元
Xin Lang Cai Jing· 2025-12-22 05:34
数据显示,富国基金旗下1只基金重仓麦格米特。富国中证全指家用电器ETF(561120)三季度增持 9600股,持有股数6.48万股,占基金净值比例为4.06%,位居第七大重仓股。根据测算,今日浮盈赚取 约27.35万元。 富国中证全指家用电器ETF(561120)成立日期2022年1月25日,最新规模1.24亿。今年以来收益 14.03%,同类排名3181/4198;近一年收益13.23%,同类排名3177/4153;成立以来收益34.86%。 富国中证全指家用电器ETF(561120)基金经理为牛志冬。 12月22日,麦格米特涨5.24%,截至发稿,报84.68元/股,成交10.58亿元,换手率2.79%,总市值465.81 亿元。 资料显示,深圳麦格米特电气股份有限公司位于广东省深圳市南山区学府路63号高新区联合总部大厦34 层,成立日期2003年7月29日,上市日期2017年3月6日,公司主营业务涉及智能家电电控产品、工业电 源和工业自动化产品的研发、生产、销售。主营业务收入构成为:智能家电电控产品45.92%,电源产 品24.77%,新能源及轨道交通部件10.87%,工业自动化8.32%,智能装备5. ...
华锡有色涨2.05%,成交额1.94亿元,主力资金净流出596.90万元
Xin Lang Cai Jing· 2025-12-22 04:01
Group 1 - The core viewpoint of the news is that Guangxi Huaxi Nonferrous Metals Co., Ltd. has shown significant stock price growth and trading activity, with a year-to-date increase of 145.50% and a recent trading volume of 1.94 billion yuan [1][2] - As of December 22, the stock price reached 41.76 yuan per share, with a market capitalization of 26.416 billion yuan [1] - The company has experienced a net outflow of main funds amounting to 5.969 million yuan, while large orders showed mixed buying and selling activity [1] Group 2 - Guangxi Huaxi Nonferrous Metals Co., Ltd. was established on June 15, 1998, and listed on July 12, 2000, with its main business involving the exploration, mining, and processing of nonferrous metals such as tin, zinc, lead, and antimony [2] - The revenue composition of the company includes 91.82% from nonferrous metal products, 4.61% from deep processing of nonferrous metals, and 2.43% from engineering supervision and other services [2] - As of September 30, the company reported a revenue of 4.138 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 21.16%, while the net profit attributable to shareholders decreased by 8.54% to 494 million yuan [2] Group 3 - The company has distributed a total of 350 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include new entrants such as Yongying Ruixin Mixed A and Yongying Steady Enhanced Bond A, indicating changes in institutional holdings [3] - Hong Kong Central Clearing Limited increased its holdings by 2.489 million shares, while some funds exited the top ten circulating shareholders list [3]
有研硅涨2.07%,成交额6462.42万元,主力资金净流入106.96万元
Xin Lang Cai Jing· 2025-12-22 03:45
Core Viewpoint - The stock of Youyan Silicon has shown fluctuations with a recent increase of 2.07%, reflecting a market capitalization of 15.416 billion yuan and a trading volume of 64.6242 million yuan, indicating active investor interest in the semiconductor materials sector [1] Group 1: Stock Performance - As of December 22, Youyan Silicon's stock price is 12.33 yuan per share, with a year-to-date increase of 9.70% [1] - Over the past five trading days, the stock has decreased by 1.28%, while it has seen a slight increase of 0.08% over the last 20 days and 0.98% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Youyan Silicon reported a revenue of 747 million yuan, representing a year-on-year decrease of 3.43% [2] - The net profit attributable to shareholders for the same period was 156 million yuan, down 19.81% year-on-year [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Youyan Silicon increased by 7.44% to 22,000, while the average number of tradable shares per person decreased by 6.93% to 23,057 shares [2] - The company has distributed a total of 162 million yuan in dividends since its A-share listing [3] Group 4: Institutional Holdings - Among the top ten circulating shareholders, the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF holds 8.4725 million shares, a decrease of 381,800 shares from the previous period [3] - New institutional shareholders include Hong Kong Central Clearing Limited with 7.3279 million shares and Guotai Junan's ETF with 3.9176 million shares [3]
中材科技股价涨5.18%,京管泰富基金旗下1只基金重仓,持有7.62万股浮盈赚取13.03万元
Xin Lang Cai Jing· 2025-12-22 03:29
Group 1 - The core viewpoint of the news is that Zhongcai Technology has seen a significant increase in stock price, with a rise of 5.18% to 34.75 yuan per share, and a total market capitalization of 58.315 billion yuan [1] - Zhongcai Technology, established on December 28, 2001, and listed on November 20, 2006, focuses on three main industries: wind turbine blades, fiberglass and products, and lithium battery separators [1] - The revenue composition of Zhongcai Technology includes wind turbine blades (39.01%), fiberglass and products (28.05%), lithium battery separators (6.96%), and other segments [1] Group 2 - The fund "Jingguan Taifu Innovation Power Mixed Initiation A" holds a significant position in Zhongcai Technology, with 76,200 shares, accounting for 4.12% of the fund's net value, making it the eighth largest holding [2] - The fund has achieved a year-to-date return of 12.78%, ranking 5284 out of 8170 in its category, and has a total size of 62.4982 million yuan [2] Group 3 - The fund manager of "Jingguan Taifu Innovation Power Mixed Initiation A" is Cao Yongzhi, who has been in the position for 364 days, with the best return during his tenure being 12.8% [3]