基金重仓
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德科立股价涨5.17%,国联基金旗下1只基金重仓,持有4.62万股浮盈赚取25.09万元
Xin Lang Cai Jing· 2025-10-24 05:39
Group 1 - The core viewpoint of the news is that Dekoli has seen a significant increase in its stock price, rising by 5.17% to 110.50 CNY per share, with a trading volume of 688 million CNY and a turnover rate of 4.09%, leading to a total market capitalization of 17.491 billion CNY [1] - Dekoli, established on January 31, 2000, and listed on August 9, 2022, specializes in the research, production, and sales of optical transceiver modules, optical amplifiers, and optical transmission subsystems, primarily used in key national development areas such as communication trunk transmission, 5G front-haul, and data center interconnection [1] - The company's main business revenue composition includes transmission-related products at 75.33%, access and data-related products at 23.54%, and other products at 1.13% [1] Group 2 - From the perspective of major fund holdings, Guolian Fund has one fund heavily invested in Dekoli, specifically the Guolian Xinrui Select One-Year Holding Mixed A fund, which held 46,200 shares, accounting for 3.98% of the fund's net value, ranking as the fifth-largest holding [2] - The Guolian Xinrui Select One-Year Holding Mixed A fund has achieved a year-to-date return of 44.86%, ranking 1111 out of 8154 in its category, and a one-year return of 42.68%, ranking 1086 out of 8025 [2] - The fund manager, Wu Gang, has a tenure of 7 years and 354 days, with the fund's total asset size at 513 million CNY, achieving a best return of 118.44% and a worst return of -24.76% during his management period [3]
北鼎股份股价涨5.2%,华泰柏瑞基金旗下1只基金重仓,持有29.94万股浮盈赚取18.56万元
Xin Lang Cai Jing· 2025-10-24 05:37
Core Insights - Beiding Co., Ltd. has seen a stock price increase of 5.2% on October 24, reaching 12.54 CNY per share, with a total market capitalization of 4.092 billion CNY [1] - The company has experienced a cumulative increase of 3.83% over the past three days [1] - Beiding specializes in high-quality kitchen small appliances and related products, with 82.49% of its revenue coming from its own brand and 17.51% from OEM/ODM [1] Fund Holdings - Huatai-PB Fund holds a significant position in Beiding Co., with its Huatai-PB CSI 2000 Index Enhanced A fund being the largest shareholder, owning 299,400 shares, which constitutes 0.88% of the fund's net value [2] - The fund has realized a floating profit of approximately 185,600 CNY today, with a total floating profit of 131,700 CNY during the three-day stock price increase [2] - The fund has achieved a year-to-date return of 46.1%, ranking 549 out of 4,218 in its category [2] Fund Manager Performance - The fund managers of Huatai-PB CSI 2000 Index Enhanced A include Sheng Hao, Lei Wenyuan, and Kong Lingye, with varying tenures and performance metrics [3] - Sheng Hao has a tenure of 10 years and 15 days, with a best return of 126.41% during his management [3] - Lei Wenyuan and Kong Lingye both have tenures of 3 years and 82 days, with a best return of 70.54% during their management [3]
涛涛车业涨2.04%,成交额2.13亿元,主力资金净流出2430.45万元
Xin Lang Cai Jing· 2025-10-24 03:43
Core Viewpoint - TaoTao Automotive has shown significant stock performance with a year-to-date increase of 279.00%, despite a slight decline in recent trading days [1][2]. Financial Performance - For the period of January to September 2025, TaoTao Automotive reported a revenue of 2.773 billion yuan, representing a year-on-year growth of 24.89% [2]. - The net profit attributable to shareholders reached 607 million yuan, marking a substantial increase of 101.27% year-on-year [2]. Stock Market Activity - As of October 24, the stock price was 237.27 yuan per share, with a market capitalization of 25.874 billion yuan [1]. - The trading volume on October 24 was 213 million yuan, with a turnover rate of 3.15% [1]. - The stock has experienced a net outflow of 24.3045 million yuan from main funds, with large orders showing a buy of 43.4796 million yuan and a sell of 61.5078 million yuan [1]. Shareholder Structure - As of October 20, the number of shareholders decreased by 10.02% to 8,855, while the average number of circulating shares per person increased by 11.13% to 3,281 shares [2][3]. - The top ten circulating shareholders include several new institutional investors, indicating increased interest in the stock [3].
澳弘电子股价涨5.18%,中欧基金旗下1只基金重仓,持有13.95万股浮盈赚取21.2万元
Xin Lang Cai Jing· 2025-10-24 03:09
Group 1 - The core viewpoint of the news is that Aohong Electronics has seen a significant increase in its stock price, rising 5.18% to 30.85 CNY per share, with a total market capitalization of 4.409 billion CNY and a cumulative increase of 7.36% over the past four days [1] - Aohong Electronics, established on June 22, 2005, primarily engages in the research, production, and sales of printed circuit boards, with 89.10% of its revenue coming from this main business [1] - The trading volume for Aohong Electronics reached 85.2378 million CNY, with a turnover rate of 1.97% [1] Group 2 - The fund "Zhongou Small Cap Growth Mixed A" holds a significant position in Aohong Electronics, with 139,500 shares, accounting for 0.82% of the fund's net value, making it the second-largest holding [2] - The fund has generated a floating profit of approximately 212,000 CNY today and 280,400 CNY during the four-day increase [2] - The fund has achieved a year-to-date return of 50.9%, ranking 689 out of 8,154 in its category, and a one-year return of 66.19%, ranking 263 out of 8,025 [2] Group 3 - The fund managers of "Zhongou Small Cap Growth Mixed A" are Qian Yating and Tang Minwei, with Qian having a tenure of nearly four years and a total fund size of 3.46 billion CNY [3] - During Qian's tenure, the best fund return was 55.73%, while the worst was -14.61% [3] - Tang has a shorter tenure of 94 days, managing a fund size of 517 million CNY, with a best return of 13.04% and a worst return of 12.87% [3]
信立泰跌2.03%,成交额1.07亿元,主力资金净流出407.61万元
Xin Lang Cai Jing· 2025-10-24 03:07
Core Viewpoint - The stock of Shenzhen Xinlitai Pharmaceutical Co., Ltd. has experienced fluctuations, with a year-to-date increase of 74.53% but a recent decline in the last five trading days by 6.33% [1] Financial Performance - For the first half of 2025, Xinlitai achieved a revenue of 2.131 billion yuan, representing a year-on-year growth of 4.32%, and a net profit attributable to shareholders of 365 million yuan, up by 6.10% [2] - Since its A-share listing, Xinlitai has distributed a total of 7.204 billion yuan in dividends, with 1.649 billion yuan distributed in the last three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders for Xinlitai was 24,000, a decrease of 0.79% from the previous period, with an average of 46,403 circulating shares per person, an increase of 0.80% [2] - The top circulating shareholder is the China Europe Medical Health Mixed Fund A, holding 26.163 million shares, an increase of 12.097 million shares from the previous period [3]
农心科技股价涨6.11%,富荣基金旗下1只基金重仓,持有7400股浮盈赚取1.07万元
Xin Lang Cai Jing· 2025-10-24 02:53
Group 1 - The core viewpoint of the news is that Nongxin Technology has experienced a significant stock price increase, rising 6.11% to 25.00 CNY per share, with a total market capitalization of 2.5 billion CNY and a cumulative increase of 15.66% over the past four days [1] - Nongxin Technology specializes in the research, production, and sales of pesticide formulations, with its main business revenue composition being: insecticides 46.76%, fungicides 30.49%, herbicides 13.16%, and others 9.59% [1] - The company is located in Xi'an, Shaanxi Province, and was established on June 7, 2006, with its listing date on August 19, 2022 [1] Group 2 - According to data from the top ten holdings of funds, one fund under Furong Fund has a significant position in Nongxin Technology, with Furong Fukan Mixed A (005104) holding 7,400 shares, accounting for 2.51% of the fund's net value [2] - The fund has generated a floating profit of approximately 10,700 CNY today and a total of 23,600 CNY during the four-day increase [2] - Furong Fukan Mixed A (005104) was established on February 11, 2018, with a latest scale of 4.7713 million CNY and has achieved a year-to-date return of 48.59% [2]
思特威涨2.08%,成交额1.90亿元,主力资金净流入838.19万元
Xin Lang Cai Jing· 2025-10-24 02:19
Core Viewpoint - The stock of Sitwei has shown significant growth, with a year-to-date increase of 40.80% and a recent surge in trading activity, indicating strong investor interest and confidence in the company's performance [1][2]. Company Overview - Sitwei (Shanghai) Electronic Technology Co., Ltd. specializes in the research, design, and sales of high-performance CMOS image sensor chips, with 100% of its revenue derived from chip sales [1]. - The company was established on April 13, 2017, and went public on May 20, 2022 [1]. Financial Performance - For the first half of 2025, Sitwei reported a revenue of 3.786 billion yuan, representing a year-on-year growth of 54.11%, and a net profit attributable to shareholders of 397 million yuan, which is a remarkable increase of 164.93% [2]. - Since its A-share listing, Sitwei has distributed a total of 126 million yuan in dividends [3]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders increased by 3.62% to 13,200, with an average of 24,397 circulating shares per shareholder, down by 3.49% [2]. - Major institutional shareholders include various ETFs, with notable increases in holdings from 华夏上证科创板50成份ETF, 易方达上证科创板50ETF, and 嘉实上证科创板芯片ETF [3].
风华高科股价涨5.43%,创金合信基金旗下1只基金重仓,持有36.27万股浮盈赚取31.19万元
Xin Lang Cai Jing· 2025-10-24 02:05
Core Insights - Windhua High-Tech's stock price increased by 5.43% on October 24, reaching 16.69 CNY per share, with a trading volume of 323 million CNY and a turnover rate of 1.72%, resulting in a total market capitalization of 19.311 billion CNY. The stock has risen for four consecutive days, with a cumulative increase of 6.38% during this period [1] Company Overview - Guangdong Windhua High-Tech Co., Ltd. is located at 18 Windhua Road, Zhaoqing City, Guangdong Province. The company was established on March 23, 1994, and went public on November 29, 1996. Its main business involves the research, production, and sales of electronic components and materials. The revenue composition is as follows: electronic components and materials account for 98.36%, while other businesses contribute 1.64% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Chuangjin Hexin holds a significant position in Windhua High-Tech. The Chuangjin Hexin CSI 500 Enhanced A Fund (002311) held 362,700 shares in the second quarter, representing 1.27% of the fund's net value, ranking as the tenth largest holding. The estimated floating profit today is approximately 311,900 CNY, with a floating profit of 344,600 CNY during the four-day increase [2] Fund Performance - The Chuangjin Hexin CSI 500 Enhanced A Fund was established on December 31, 2015, with a current scale of 194 million CNY. Year-to-date returns stand at 29.46%, ranking 1562 out of 4218 in its category. Over the past year, the return is 31.43%, ranking 1284 out of 3875. Since inception, the fund has achieved a return of 69.94% [2] Fund Manager Information - The fund managers for Chuangjin Hexin CSI 500 Enhanced A are Dong Liang and Li Tianfeng. Dong Liang has a cumulative tenure of 12 years and 31 days, managing assets totaling 7.236 billion CNY, with the best fund return during his tenure at 110.78% and the worst at -26.54%. Li Tianfeng has a tenure of 3 years and 344 days, managing assets of 818 million CNY, with the best return at 38.46% and the worst at -26.54% [2]
拓荆科技股价涨5.14%,工银瑞信基金旗下1只基金重仓,持有40.07万股浮盈赚取533.27万元
Xin Lang Cai Jing· 2025-10-24 02:01
Group 1 - The core viewpoint of the news is that拓荆科技 has experienced a significant stock price increase, rising 5.14% on October 24, with a total market capitalization of 764.79 billion yuan and a cumulative increase of 7.08% over four consecutive days [1] - The company specializes in the research, production, sales, and technical services of high-end semiconductor equipment, with 96.47% of its main business revenue coming from semiconductor equipment [1] - The stock's trading volume on the reporting day was 8.20 billion yuan, with a turnover rate of 1.09% [1] Group 2 - 工银瑞信基金 has a significant holding in拓荆科技, with its 工银主题策略混合A fund increasing its position by 11,300 shares in the second quarter, making it the largest holding in the fund [2] - The fund has achieved a year-to-date return of 38.32% and a one-year return of 41.79%, ranking 1677 out of 8154 and 1152 out of 8025 respectively in its category [2] - The fund manager, 林念, has been in charge for nearly 10 years, with the fund's best return during his tenure being 113.14% [2]
新雷能涨2.01%,成交额6230.64万元,主力资金净流出344.62万元
Xin Lang Cai Jing· 2025-10-24 01:54
Core Insights - New Ray Energy's stock price has increased by 81.52% year-to-date, with a recent rise of 9.07% over the last five trading days [1] - The company reported a revenue of 5.52 billion yuan for the first half of 2025, reflecting a year-on-year growth of 12.93%, but a net profit loss of 951.39 million yuan, a decrease of 39.82% compared to the previous year [2] Financial Performance - As of October 24, New Ray Energy's stock was trading at 20.33 yuan per share, with a market capitalization of 11.03 billion yuan [1] - The company has seen significant trading activity, with a total turnover of 623.06 million yuan and a turnover rate of 0.69% [1] - The company has made cumulative cash distributions of 170 million yuan since its A-share listing, with 104 million yuan distributed in the last three years [3] Shareholder Structure - As of September 30, the number of shareholders decreased by 2.96% to 25,600, with an average of 17,586 shares held per shareholder, an increase of 3.05% [2] - Major institutional shareholders include Huaxia Military Industry Safety Mixed Fund, which increased its holdings by 13.59 million shares, and Changxin National Defense Military Industry Quantitative Mixed Fund, which is a new shareholder [3]