从晓程科技十大流通股东角度 数据显示，博时基金旗下1只基金位居晓程科技十大流通股东。博时主题行业混合（160505）二季度新 进十大流通股东，持有股数155.19万股，占流通股的比例为0.66%。根据测算，今日浮盈赚取约218.82 万元。 博时主题行业混合（160505）成立日期2005年1月6日，最新规模48.52亿。今年以来收益13.65%，同类 排名5273/8174；近一年收益24.84%，同类排名5675/7982；成立以来收益1374.67%。 9月16日，晓程科技涨5.35%，截至发稿，报27.77元/股，成交17.92亿元，换手率28.50%，总市值76.09 亿元。 资料显示，北京晓程科技股份有限公司位于北京市海淀区西三环北路87号国际财经中心D座503，成立 日期2000年11月6日，上市日期2010年11月12日，公司主营业务涉及电力载波芯片的从集成电路设计到 终端产品应用的研发、生产和销售一体化产业链,以及为电力公司、电能表供应商等行业用户提供完整 解决方案。主营业务收入构成为：黄金98.24%，其他(补充)1.76%。 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 ...

Core Points - Zhengyu Industrial's stock increased by 5.54% on September 16, reaching a price of 16.95 CNY per share, with a trading volume of 130 million CNY and a turnover rate of 3.29%, resulting in a total market capitalization of 4.069 billion CNY [1] Company Overview - Zhejiang Zhengyu Industrial Co., Ltd. is located in Yuhuan City, Zhejiang Province, and was established on August 20, 1998. The company was listed on January 26, 2017. Its main business involves the research, production, and sales of automotive suspension system shock absorbers [1] - The revenue composition of Zhengyu Industrial includes: 73.54% from automotive suspension system shock absorbers, 16.19% from engine sealing parts, 8.69% from rubber shock absorbers, 0.90% from other products, and 0.67% from supplementary items [1] Shareholder Information - Among Zhengyu Industrial's top ten circulating shareholders, a fund under China Merchants Fund ranks as a significant holder. The China Merchants Quantitative Selected Stock Fund A (001917) entered the top ten circulating shareholders in the second quarter, holding 2.6427 million shares, which accounts for 1.1% of the circulating shares. The estimated floating profit today is approximately 2.352 million CNY [2] - The China Merchants Quantitative Selected Stock Fund A (001917) was established on March 15, 2016, with a current scale of 2.765 billion CNY. Year-to-date returns are 38%, ranking 972 out of 4222 in its category; the one-year return is 78.64%, ranking 997 out of 3804; and since inception, the return is 270.41% [2]

9月16日，国科微涨5.35%，截至发稿，报95.87元/股，成交7.65亿元，换手率3.94%，总市值208.17亿 元。 截至发稿，何顺累计任职时间1年333天，现任基金资产总规模68.65亿元，任职期间最佳基金回报 55.46%， 任职期间最差基金回报6.84%。 资料显示，湖南国科微电子股份有限公司位于湖南省长沙经济技术开发区泉塘街道东十路南段9号，成 立日期2008年9月24日，上市日期2017年7月12日，公司主营业务涉及视频解码、视频编码、固态存储、 物联网等芯片的研发和销售。主营业务收入构成为：集成电路100.00%。 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，工银瑞信基金旗下1只基金重仓国科微。工银中证1000指数增强A（016942）二季度减持 4100股，持有股数9100股，占基金净值比例为1.03%，位居第二大重仓股。根据测算，今日浮盈赚取约 4.43万元。 工银中证1000指数增强A（016942）成立日期2 ...

Group 1 - The core viewpoint of the news is that Guangshengtang's stock price has dropped by 5% to 114.57 CNY per share, with a trading volume of 9.67 billion CNY and a turnover rate of 6.00%, resulting in a total market capitalization of 182.47 billion CNY [1] - Guangshengtang Pharmaceutical Co., Ltd. is primarily engaged in the research, production, and sales of nucleoside antiviral drugs for hepatitis B, with 98.54% of its main business revenue coming from liver and gallbladder disease medications [1] - The company was established on June 28, 2001, and went public on April 22, 2015, located in Fuzhou, Fujian Province [1] Group 2 - Among the top ten circulating shareholders of Guangshengtang, a fund under China Europe Fund has increased its holdings by 393,100 shares, bringing its total to 1.8447 million shares, which accounts for 1.35% of the circulating shares [2] - The China Europe Medical Health Mixed A Fund (003095) has a current scale of 15.638 billion CNY and has achieved a year-to-date return of 32.89% [2] - The fund manager, Ge Lan, has a tenure of 10 years and 234 days, with the best fund return during this period being 128.39% [3]

9月16日，高澜股份涨5.03%，截至发稿，报31.33元/股，成交5.10亿元，换手率6.19%，总市值95.63亿 元。 资料显示，广州高澜节能技术股份有限公司位于广东省广州市高新技术产业开发区科学城南云五路3 号，成立日期2001年6月29日，上市日期2016年2月2日，公司主营业务涉及大功率电力电子装置用纯水 冷却设备及控制系统的研发、设计、生产和销售。主营业务收入构成为：大功率电力电子热管理产品 53.54%，高功率密度装置热管理产品32.78%，工程运维服务10.52%，其他3.15%。 从高澜股份十大流通股东角度 数据显示，广发基金旗下1只基金位居高澜股份十大流通股东。广发多因子混合（002943）二季度持有 股数1179.98万股，持股数量与上期相比不变，占流通股的比例为4.35%。根据测算，今日浮盈赚取约 1769.97万元。 广发多因子混合（002943）成立日期2016年12月30日，最新规模126.9亿。今年以来收益30.1%，同类排 名2643/8174；近一年收益78.88%，同类排名1106/7982；成立以来收益422.39%。 广发多因子混合（002943）基金经理为唐晓斌、 ...

智通财经APP讯，华天科技(002185.SZ)公告，公司下属企业西安天利投资合伙企业(有限合伙)(简称"西 安天利")与上海盛宇股权投资基金管理有限公司(简称"上海盛宇")、西安华西慧创投资有限公司(简 称"华西慧创")等共十名出资人签署了《江苏华天盛宇创新成长投资基金(有限合伙)合伙协议》，全体合 伙人拟以现金出资方式共同投资设立江苏华天盛宇创新成长投资基金(有限合伙)(暂定名)。全体合伙人 的认缴出资总额2.06亿元，其中上海盛宇作为普通合伙人，认缴出资2100万元，认缴比例10.194%;西安 天利作为有限合伙人，认缴出资3000万元，认缴比例14.563%;华西慧创作为有限合伙人，认缴出资3000 万元，认缴比例14.563%;其他七名出资人作为有限合伙人，认缴出资1.25亿元，认缴比例60.680%。 公告称，本次出资参与设立的专项基金投向为某半导体芯片设计企业，可与公司集成电路封装测试主业 相互协同、相互促进，有利于提升公司综合竞争能力，助推公司封装测试业务持续发展。 ...

Core Viewpoint - The current market conditions in A-shares and Hong Kong stocks are characterized by increased participation from retail investors and foreign capital, with concerns about the sustainability of this "slow bull" market compared to past experiences like in 2015 [1] Group 1: Market Dynamics - Retail savings are gradually entering the market through funds, and foreign capital is flowing into A-shares and Hong Kong stocks, driven by the expectation of interest rate cuts by the Federal Reserve [1][8] - The Hong Kong stock market has surpassed 26,000 points, while A-shares are experiencing upward movement despite some volatility [1] - The current market is different from 2015 due to stricter regulations on margin trading, with the margin financing balance being significantly lower than in 2015 [3][4] Group 2: Investor Behavior - Investors have learned from past mistakes and are less likely to use excessive leverage, which reduces overall risk in the market [4] - The inflow of retail savings is gradual, akin to watering a plant slowly to avoid root rot, suggesting a more sustainable market growth compared to previous surges [4][6] Group 3: Fundraising and Investment Opportunities - Fundraising limits for most funds are between 1 billion to 5 billion yuan, indicating that the influx of retail savings is still in its early stages [6] - A-shares and Hong Kong stocks are currently undervalued, with many quality stocks offering dividend yields higher than bonds, presenting attractive investment opportunities [8] Group 4: Foreign Capital Inflow - Since the second half of last year, foreign capital has consistently flowed into Hong Kong stocks, with over 10 billion USD entering A-shares in the first half of this year, indicating a sustained interest rather than a fleeting trend [10] - The attractiveness of A-shares and Hong Kong stocks is enhanced by their relative undervaluation compared to the high valuations in the US market [10] Group 5: Economic Context and Investment Strategy - The anticipated interest rate cuts by the Federal Reserve may lead to lower borrowing costs, encouraging both corporate investment and individual investors to seek higher returns in the stock market [11] - A diversified investment strategy, including a 20% allocation to gold, is recommended to mitigate risks associated with market volatility while maintaining exposure to potential growth in equities [11][13]

Core Viewpoint - Zhaoyi Innovation has experienced a continuous stock price increase, with a 21.53% rise over the last four days, indicating strong market interest and potential investor confidence [1] Company Overview - Zhaoyi Innovation Technology Group Co., Ltd. is based in Beijing and was established on April 6, 2005, with its IPO on August 18, 2016 [1] - The company specializes in the research, sales, and technical support of integrated circuit storage chips, with revenue breakdown as follows: storage chips 68.55%, microcontrollers 23.11%, sensors 4.65%, analog products 3.67%, and technical services and other income 0.02% [1] Stock Performance - As of September 15, Zhaoyi Innovation's stock price is 190.99 CNY per share, with a trading volume of 9.47 billion CNY and a turnover rate of 7.44%, leading to a total market capitalization of 127.26 billion CNY [1] - The stock has seen a cumulative increase of 21.53% over the past four days [1] Major Shareholders - Huatai-PB Fund's Huatai-PB CSI 300 ETF (510300) is among the top ten circulating shareholders of Zhaoyi Innovation, having increased its holdings by 919,000 shares in Q2, totaling 11.81 million shares, which represents 1.78% of the circulating shares [2] - The ETF has generated an estimated floating profit of approximately 9.21 million CNY today and around 400 million CNY during the four-day increase [2] Fund Performance - The Huatai-PB CSI 300 ETF (510300) was established on May 4, 2012, with a current scale of 374.70 billion CNY and a year-to-date return of 17.4%, ranking 2890 out of 4223 in its category [2] - Over the past year, the fund has achieved a return of 45.76%, ranking 2283 out of 3803, and since inception, it has returned 110.07% [2] Fund Manager Information - The fund manager of Huatai-PB CSI 300 ETF is Liu Jun, who has a tenure of 16 years and 108 days, managing assets totaling 466.97 billion CNY [3] - Liu Jun's best fund return during his tenure is 136.72%, while the worst is -45.64% [3] Top Holdings - The Huatai-PB Fund has Zhaoyi Innovation as one of its top ten holdings, with the IoT fund (516330) reducing its position by 10,300 shares, holding 4,440 shares, which constitutes 4.22% of the fund's net value [4] - The IoT fund has generated an estimated floating profit of about 3,463.20 CNY today and approximately 150,200 CNY during the four-day increase [4] Additional Fund Manager Information - The fund manager of the IoT fund is Li Qian, who has a tenure of 5 years and 317 days, managing assets totaling 39.35 billion CNY [5] - Li Qian's best fund return during her tenure is 104.7%, while the worst is -18.35% [5]

9月15日，中国稀土涨0.12%，截至发稿，报56.54元/股，成交45.88亿元，换手率7.69%，总市值600.01 亿元。中国稀土股价已经连续4天上涨，区间累计涨幅9.19%。 资料显示，中国稀土集团资源科技股份有限公司位于江西省赣州市章贡区章江南大道18号豪德银座A栋 14、15层，成立日期1998年6月17日，上市日期1998年9月11日，公司主营业务涉及稀土冶炼分离及稀土 技术研发及服务。主营业务收入构成为：稀土氧化物63.51%，稀土金属及合金35.95%，其他0.35%，技 术服务收入0.18%。 从基金十大重仓股角度 数据显示，德邦基金旗下1只基金重仓中国稀土。德邦民裕进取量化精选灵活配置混合A（005947）二 季度持有股数14.5万股，与上期相比持股数量不变，占基金净值比例为8.43%，位居第三大重仓股。根 据测算，今日浮盈赚取约1.02万元。连续4天上涨期间浮盈赚取69.02万元。 责任编辑：小浪快报 德邦民裕进取量化精选灵活配置混合A（005947）成立日期2018年6月22日，最新规模5725.77万。今年 以来收益36.86%，同类排名1804/8246；近一年收益53.13%， ...

Group 1 - The core viewpoint of the news is that Kehua Data has experienced a significant stock price increase, with a 30.98% rise over the past five days, reaching a price of 70.35 yuan per share and a market capitalization of 362.59 billion yuan [1] - Kehua Data's main business includes the production and sales of UPS power supplies for information equipment and industrial power, with revenue composition as follows: 49.62% from new energy products, 21.01% from data center products, 16.43% from IDC services, 11.77% from smart energy products, and 1.17% from other sources [1] - The stock has a trading volume of 56.19 billion yuan and a turnover rate of 18.07% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under the Fortune Fund has a significant holding in Kehua Data, specifically the Fortune Rui Li Regular Open Mixed Fund A, which held 23,900 shares, accounting for 1.08% of the fund's net value [2] - The fund has seen a floating profit of approximately 39.77 million yuan during the five-day stock price increase, with a current floating profit of about 31,300 yuan [2] - The fund has a total scale of 42.6155 million yuan and has achieved a year-to-date return of 11.64% [2]