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海光信息股价跌5.09%,浙商证券资管旗下1只基金重仓,持有8400股浮亏损失10.43万元
Xin Lang Cai Jing· 2025-10-14 05:51
Core Insights - Haiguang Information experienced a decline of 5.09% on October 14, with a stock price of 231.58 yuan per share and a trading volume of 6.99 billion yuan, resulting in a total market capitalization of 538.27 billion yuan [1] Company Overview - Haiguang Information Technology Co., Ltd. is located in Beijing and was established on October 24, 2014, with its listing date on August 12, 2022. The company specializes in the research, design, and sales of high-end processors used in servers and workstations [1] - The main revenue composition of the company is 99.73% from high-end processors and 0.27% from other sources [1] Fund Holdings - According to data from fund holdings, one fund under Zheshang Securities Asset Management has a significant position in Haiguang Information. The Zheshang Huijin Transformation Growth Fund (000935) reduced its holdings by 2,831 shares in the second quarter, maintaining 8,400 shares, which represents 3.04% of the fund's net value, ranking as the tenth largest holding [2] - The Zheshang Huijin Transformation Growth Fund was established on December 30, 2014, with a latest scale of 38.99 million yuan. Year-to-date returns are 39.4%, ranking 1,921 out of 8,162 in its category, while the one-year return is 33.33%, ranking 2,761 out of 8,015 [2] Fund Manager Profile - The fund manager of Zheshang Huijin Transformation Growth Fund is Ma Binbo, who has been in the position for 7 years and 294 days. The total asset size of the fund is 38.97 million yuan, with the best return during his tenure being 78.16% and the worst return being -43.63% [3]
达梦数据股价跌5.02%,华夏基金旗下1只基金重仓,持有1.34万股浮亏损失18.27万元
Xin Lang Cai Jing· 2025-10-14 05:25
Group 1 - The core point of the news is that Dameng Data's stock price has dropped by 5.02%, currently trading at 258.89 CNY per share, with a total market capitalization of 29.317 billion CNY [1] - Dameng Data, established on November 13, 2000, is a leading database product developer in China, providing various database software and related technical services to large enterprises, government agencies, and institutions [1] - The company's main business revenue composition includes software product licensing (92.15%), operation and maintenance services (4.85%), data and industry solutions (1.82%), database integrated machine sales (0.84%), and training and others (0.34%) [1] Group 2 - According to data, Huaxia Fund holds a significant position in Dameng Data, with its Huaxia State-owned Enterprise Innovation Mixed Fund A (017602) holding 13,400 shares, accounting for 3.97% of the fund's net value [2] - The fund has experienced a year-to-date return of 43.7% and a one-year return of 53.22%, ranking 1510 out of 8162 and 1097 out of 8015 respectively [2] - The fund manager, Zheng Xiaohui, has a tenure of 18 years and 325 days, with the fund's total asset size at 7.395 billion CNY [3]
汇成真空股价跌5.03%,东方基金旗下1只基金重仓,持有5900股浮亏损失4.81万元
Xin Lang Cai Jing· 2025-10-14 05:25
Group 1 - The core point of the news is that Huicheng Vacuum's stock price has dropped by 5.03%, currently trading at 154.00 CNY per share, with a market capitalization of 15.4 billion CNY [1] - Huicheng Vacuum Technology Co., Ltd. specializes in the research, production, and sales of vacuum coating equipment, with its main business revenue composition being: industrial vacuum coating equipment 49.29%, other consumer products 19.27%, scientific research 10.64%, consumer electronics 9.91%, technical services and others 5.88%, and accessories and consumables 5.01% [1] Group 2 - From the perspective of fund holdings, one fund under Dongfang Fund has a significant position in Huicheng Vacuum, with the Dongfang Specialized and New Mixed Fund A holding 5,900 shares, accounting for 4.04% of the fund's net value [2] - The Dongfang Specialized and New Mixed Fund A has achieved a year-to-date return of 46% and a one-year return of 54.09%, ranking 1327 out of 8162 and 1052 out of 8015 respectively in its category [2] Group 3 - The fund manager of Dongfang Specialized and New Mixed Fund A is Chen Hao, who has been in the position for 3 years and 85 days, with the fund's total asset size being 91.84 million CNY [3] - During Chen Hao's tenure, the best fund return was 34.41%, while the worst return was -39.86% [3]
伟创电气股价跌5.14%,光大保德信基金旗下1只基金重仓,持有2.85万股浮亏损失12.31万元
Xin Lang Cai Jing· 2025-10-14 05:19
Group 1 - The core viewpoint of the news is that Weichuang Electric has experienced a significant decline in stock price, dropping 5.14% on October 14, with a cumulative decline of 11.75% over three consecutive days [1] - As of the report, Weichuang Electric's stock price is 79.69 yuan per share, with a trading volume of 358 million yuan and a turnover rate of 2.04%, resulting in a total market capitalization of 17.037 billion yuan [1] - Weichuang Electric, established on October 17, 2013, and listed on December 29, 2020, specializes in the research, production, and sales of products such as frequency converters, servo systems, and motion controllers [1] Group 2 - According to data from the top ten heavy stocks of funds, Everbright Prudential Fund holds a position in Weichuang Electric, with 28,500 shares held in the Everbright Prudential Specialized New Mixed A Fund (016477) as of the second quarter, unchanged from the previous period [2] - The fund's holdings account for 2.89% of its net asset value, ranking as the tenth largest heavy stock, with an estimated floating loss of approximately 123,100 yuan today and a total floating loss of 319,000 yuan during the three-day decline [2] - The Everbright Prudential Specialized New Mixed A Fund was established on January 16, 2023, with a latest scale of 27.5249 million yuan, achieving a year-to-date return of 48.27% and a one-year return of 66.3% [2]
众鑫股份跌2.05%,成交额2591.50万元,主力资金净流入63.52万元
Xin Lang Cai Jing· 2025-10-14 05:18
Core Viewpoint - The stock price of Zhongxin Co., Ltd. has experienced fluctuations, with a year-to-date increase of 57.10% but a recent decline of 4.37% over the past five trading days [2]. Group 1: Stock Performance - As of October 14, Zhongxin's stock price dropped by 2.05% to 72.00 CNY per share, with a market capitalization of 7.36 billion CNY [1]. - The stock has seen a 9.64% decrease over the past 20 days, while it has increased by 10.77% over the past 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Zhongxin reported a revenue of 675 million CNY, a year-on-year decrease of 4.57%, and a net profit attributable to shareholders of 116 million CNY, down 14.76% year-on-year [2]. - The company has distributed a total of 98.15 million CNY in dividends since its A-share listing [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 36.22% to 5,236, while the average number of circulating shares per person increased by 56.78% to 3,905 shares [2]. - New institutional shareholders include Guangfa Stable Growth Mixed Fund, which holds 750,000 shares, and several other funds that have recently entered the top ten circulating shareholders [3]. Group 4: Company Overview - Zhongxin Co., Ltd. specializes in the research, production, and sales of biodegradable plant fiber molding products and was established on January 8, 2016 [2]. - The company is categorized under the light industry manufacturing sector, specifically in packaging and printing [2].
北方华创股价跌5.06%,民生加银基金旗下1只基金重仓,持有3.5万股浮亏损失77.21万元
Xin Lang Cai Jing· 2025-10-14 03:52
Core Viewpoint - Northern Huachuang experienced a decline of 5.06% on October 14, with a stock price of 413.74 CNY per share and a total market capitalization of 299.58 billion CNY [1] Company Overview - Northern Huachuang Technology Group Co., Ltd. is located at 8 Wenchang Avenue, Beijing Economic and Technological Development Zone, established on September 28, 2001, and listed on March 16, 2010 [1] - The company's main business involves the research, production, sales, and technical services of semiconductor basic products [1] - Revenue composition: Electronic process equipment accounts for 94.53%, electronic components for 5.37%, and others for 0.10% [1] Fund Holdings - Minsheng Jia Yin Fund has a significant holding in Northern Huachuang, with its fund "Minsheng Jia Yin Xinxi Mixed" (002455) reducing its stake by 4,000 shares in the second quarter, holding a total of 35,000 shares, which represents 2.82% of the fund's net value [2] - The fund has incurred an estimated floating loss of approximately 772,100 CNY as of the report date [2] - Minsheng Jia Yin Xinxi Mixed was established on December 9, 2016, with a latest scale of 549 million CNY, and has achieved a year-to-date return of 10.72% [2] Fund Manager Performance - The fund manager, Xia Rongyao, has been in position for 5 years and 98 days, with the fund's total asset size at 601 million CNY [2] - During his tenure, the best fund return was 20.34%, while the worst was 1.74% [2]
东山精密股价跌5.02%,中泰证券资管旗下1只基金重仓,持有6.91万股浮亏损失22.73万元
Xin Lang Cai Jing· 2025-10-14 03:49
Core Points - Dongshan Precision has experienced a decline of 5.02% on October 14, with a stock price of 62.31 yuan per share and a total market capitalization of 114.13 billion yuan [1] - The company has seen a cumulative drop of 10.61% over the past four days [1] - Dongshan Precision specializes in precision sheet metal and casting manufacturing, flexible circuit board design, production, and sales, with its main revenue sources being electronic circuit products (65.23%), touch panels and LCD modules (17.98%), precision components (13.93%), LED display devices (1.69%), and others (1.17%) [1] Fund Holdings - Dongshan Precision is a significant holding in the fund managed by Zhongtai Securities Asset Management, specifically in the Zhongtai Xingrui Prosperity Growth Mixed A fund, which held 69,100 shares, accounting for 2.41% of the fund's net value [2] - The fund has incurred a floating loss of approximately 227,300 yuan today and a total floating loss of 538,300 yuan during the four-day decline [2] - The Zhongtai Xingrui Prosperity Growth Mixed A fund was established on July 18, 2023, with a current scale of 41.02 million yuan and has achieved a year-to-date return of 35.03% [2]
沪电股份股价跌5.05%,大成基金旗下1只基金重仓,持有40.28万股浮亏损失143.4万元
Xin Lang Cai Jing· 2025-10-14 03:49
Core Viewpoint - On October 14, Huadian Co., Ltd. experienced a decline of 5.05%, with a stock price of 66.94 yuan per share, a trading volume of 2.714 billion yuan, a turnover rate of 2.04%, and a total market capitalization of 128.791 billion yuan [1] Company Overview - Huadian Co., Ltd. is located in Yushan Town, Kunshan City, Jiangsu Province, and was established on April 14, 1992. The company was listed on August 18, 2010. Its main business involves the research, development, production, and sales of printed circuit boards (PCBs) [1] - The revenue composition of the company is as follows: PCB business accounts for 95.98% of total revenue, while other supplementary businesses contribute 4.02% [1] Fund Holdings - From the perspective of major fund holdings, one fund under Dacheng Fund has a significant position in Huadian Co., Ltd. The Dacheng Technology Innovation Mixed A Fund (008988) held 402,800 shares in the second quarter, representing 5.23% of the fund's net value, making it the ninth-largest holding [2] - The Dacheng Technology Innovation Mixed A Fund was established on April 29, 2020, with a latest scale of 157 million yuan. Year-to-date, it has achieved a return of 103.62%, ranking 26th out of 8162 in its category. Over the past year, it has returned 121.22%, ranking 31st out of 8015 [2] - The fund manager, Guo Weiling, has been in position for 4 years and 263 days, with a total asset scale of 328 million yuan. The best fund return during his tenure is 62.99%, while the worst return is -20.74% [2]
东山精密股价跌5.02%,财通证券资管旗下1只基金重仓,持有29.23万股浮亏损失96.17万元
Xin Lang Cai Jing· 2025-10-14 03:45
Core Points - Dongshan Precision has experienced a decline of 5.02% in stock price, currently trading at 62.31 CNY per share, with a total market capitalization of 114.13 billion CNY [1] - The company has seen a cumulative drop of 10.61% over the past four days [1] Company Overview - Dongshan Precision Manufacturing Co., Ltd. was established on October 28, 1998, and went public on April 9, 2010 [1] - The company is located in Suzhou, Jiangsu Province, and specializes in precision sheet metal and casting manufacturing, as well as electronic manufacturing services [1] - The revenue composition includes: 65.23% from electronic circuit products, 17.98% from touch panels and LCD modules, 13.93% from precision components, 1.69% from LED display devices, and 1.17% from other sources [1] Fund Holdings - A fund managed by Caitong Securities Asset Management holds a significant position in Dongshan Precision, with 292,300 shares, representing 4.34% of the fund's net value [2] - The fund has incurred a floating loss of approximately 961,700 CNY today and a total floating loss of 2.277 million CNY over the past four days [2] - The fund, Caitong Asset Management Consumer Selection Mixed A (005682), was established on April 2, 2018, and has a current scale of 241 million CNY [2]
海信视像涨2.01%,成交额2.67亿元,主力资金净流出1660.61万元
Xin Lang Cai Jing· 2025-10-14 03:14
Core Viewpoint - Hisense Visual has shown a significant increase in stock price and revenue, indicating strong performance in the home appliance sector, particularly in smart display terminals [1][2]. Financial Performance - As of June 30, 2025, Hisense Visual achieved a revenue of 27.23 billion yuan, representing a year-on-year growth of 6.95% [2]. - The net profit attributable to shareholders reached 1.06 billion yuan, with a year-on-year increase of 26.59% [2]. - The company's stock price has increased by 30.38% year-to-date, with a 1.51% rise in the last five trading days and a 14.25% increase over the past 20 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 32,800, up by 6.22% from the previous period [2]. - The average circulating shares per person decreased by 5.86% to 39,482 shares [2]. Dividend Distribution - Since its A-share listing, Hisense Visual has distributed a total of 6.97 billion yuan in dividends, with 3.04 billion yuan distributed in the last three years [3]. Major Shareholders - As of June 30, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 56.70 million shares, a decrease of 2.42 million shares from the previous period [3]. - Other notable shareholders include Jiashi Value Selected Stock A and Southern CSI 500 ETF, with varying changes in their holdings [3].