基金重仓
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卧龙电驱股价涨5.08%,创金合信基金旗下1只基金重仓,持有28万股浮盈赚取68.88万元
Xin Lang Cai Jing· 2025-10-09 05:52
Core Viewpoint - Wolong Electric Drive's stock price increased by 5.08% to 50.88 CNY per share, with a trading volume of 5.84 billion CNY and a turnover rate of 7.60%, resulting in a total market capitalization of 79.48 billion CNY [1] Group 1: Company Overview - Wolong Electric Drive Group Co., Ltd. is located in Shaoxing, Zhejiang Province, and was established on October 21, 1998, with its listing date on June 6, 2002 [1] - The company's main business includes electric motors and controls, power batteries, and photovoltaic energy storage, with the revenue composition being: industrial motors and drives 55.80%, daily-use motors and controls 24.21%, wind-solar storage hydrogen 7.64%, electric transportation 4.97%, and others 4.96% [1] Group 2: Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under Chuangjin Hexin holds a significant position in Wolong Electric Drive [2] - Chuangjin Hexin CSI 500 Enhanced A (002311) held 280,000 shares in the second quarter, accounting for 1.41% of the fund's net value, ranking as the sixth-largest heavy stock [2] - The fund has achieved a year-to-date return of 31.46%, ranking 1799 out of 4221 in its category, and a one-year return of 32.66%, ranking 1600 out of 3848 [2] Group 3: Fund Manager Performance - The fund managers of Chuangjin Hexin CSI 500 Enhanced A are Dong Liang and Li Tianfeng, with Dong Liang having a tenure of 12 years and 16 days, managing assets totaling 7.236 billion CNY [3] - During his tenure, the best fund return achieved by Dong Liang was 114.41%, while the worst was -26.54% [3] - Li Tianfeng has a tenure of 3 years and 329 days, managing assets of 818 million CNY, with a best return of 43.08% and a worst return of -26.54% during his tenure [3]
电投能源股价涨5.01%,中海基金旗下1只基金重仓,持有4.35万股浮盈赚取4.92万元
Xin Lang Cai Jing· 2025-10-09 05:43
Group 1 - The core viewpoint of the news is that Electric Power Investment Energy Co., Ltd. has seen a stock price increase of 5.01%, reaching 23.70 CNY per share, with a total market capitalization of 53.125 billion CNY [1] - The company, established on December 18, 2001, and listed on April 18, 2007, is primarily engaged in the production, processing, and sales of coal products, thermal power, and electrolytic aluminum [1] - The revenue composition of the company includes aluminum products at 55.11%, coal products at 30.29%, power products at 13.02%, and others at 1.59% [1] Group 2 - From the perspective of fund holdings, one fund under China Ocean Fund has a significant position in Electric Power Investment Energy, with 43,500 shares held, accounting for 2.08% of the fund's net value [2] - The fund, China Ocean Shunxin Mixed Fund (002213), has a total scale of 41.4233 million CNY and has achieved a year-to-date return of 16.82% [2] - The fund manager, Qiu Hongli, has a tenure of over 11 years, with the best fund return during this period being 111.1% [3]
华大九天股价涨5.15%,长盛基金旗下1只基金重仓,持有4.81万股浮盈赚取31.31万元
Xin Lang Cai Jing· 2025-10-09 05:40
Group 1 - The core viewpoint of the news is that BGI JiuTian's stock price increased by 5.15% to 132.81 CNY per share, with a trading volume of 1.433 billion CNY and a turnover rate of 2.02%, resulting in a total market capitalization of 72.44 billion CNY [1] - BGI JiuTian, established on May 26, 2009, and listed on July 29, 2022, is primarily engaged in the development and sales of EDA tools for integrated circuit design and manufacturing, with revenue composition being 82.57% from EDA software sales, 13.41% from technical services, and 4.02% from hardware and other sales [1] Group 2 - From the perspective of fund holdings, Changsheng Fund has a significant position in BGI JiuTian, with its Changsheng Electronic Information Theme Mixed Fund holding 48,100 shares, accounting for 2.66% of the fund's net value, ranking as the ninth largest holding [2] - The Changsheng Electronic Information Theme Mixed Fund, established on May 10, 2013, has a current scale of 224 million CNY, with a year-to-date return of 28.73% and a one-year return of 24.29% [2] - The fund manager, Zhu Lv, has been in position for 6 years and 143 days, with the best fund return during his tenure being 59.13% and the worst being 27.95% [2]
迪威尔跌2.03%,成交额5337.33万元,主力资金净流出464.70万元
Xin Lang Cai Jing· 2025-10-09 05:40
Core Viewpoint - The stock price of Diwei Er has experienced significant fluctuations, with a year-to-date increase of 96.97% and a recent decline of 2.03% on October 9, 2023, indicating volatility in investor sentiment and market conditions [1][2]. Company Performance - Diwei Er's stock price as of October 9, 2023, is 37.70 CNY per share, with a total market capitalization of 7.339 billion CNY [1]. - The company reported a revenue of 563 million CNY for the first half of 2025, showing a slight year-on-year decrease of 0.04%, while the net profit attributable to shareholders was 51.526 million CNY, down 7.17% year-on-year [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Diwei Er is 4,500, which represents a decrease of 20.98% from the previous period. The average number of circulating shares per shareholder increased by 26.56% to 43,259 shares [2]. - The company has distributed a total of 134 million CNY in dividends since its A-share listing, with 103 million CNY distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include notable funds such as Nuoan Pioneer Mixed A and Nuoan Preferred Return Mixed A, with holdings of 8.7888 million shares and 3.8760 million shares, respectively, remaining unchanged from the previous period. Additionally, Fuguo Tianhui Growth Mixed A/B has entered as a new shareholder with 3.5477 million shares [3].
帝科股份股价涨5.26%,易米基金旗下1只基金重仓,持有4.27万股浮盈赚取15.54万元
Xin Lang Cai Jing· 2025-10-09 05:38
Group 1 - The core point of the news is that Dike Co., Ltd. has seen a significant increase in its stock price, rising 5.26% on October 9, with a total market value of 10.33 billion yuan and a cumulative increase of 16.88% over six consecutive days [1] - Dike Co., Ltd. specializes in the research, production, and sales of high-performance electronic materials, with its main revenue sources being photovoltaic conductive paste (74.86%), material sales (21.31%), storage chips (2.26%), and semiconductor packaging paste (0.14%) [1] - The stock performance indicates strong investor interest, as evidenced by a trading volume of 582 million yuan and a turnover rate of 6.56% [1] Group 2 - According to data from the top ten holdings of funds, Yimi Fund has a significant position in Dike Co., Ltd., with its Yimi Kaitai Mixed A Fund holding 42,700 shares, accounting for 4.32% of the fund's net value [2] - The Yimi Kaitai Mixed A Fund has generated a floating profit of approximately 155,400 yuan today and a total of 427,000 yuan during the six-day rising period [2] - The fund has shown strong performance this year, with a return of 30.69% and a ranking of 3,375 out of 8,238 in its category [2]
兄弟科技涨2.34%,成交额3.47亿元,主力资金净流出3334.52万元
Xin Lang Cai Jing· 2025-10-09 05:22
Core Viewpoint - Brother Technology's stock has shown significant volatility, with a year-to-date increase of 74.82% but a recent decline of 1.07% over the last five trading days [1] Financial Performance - For the first half of 2025, Brother Technology reported revenue of 1.811 billion yuan, a year-on-year increase of 3.45%, and a net profit attributable to shareholders of 64.541 million yuan, up 357.17% [2] - The company has distributed a total of 390 million yuan in dividends since its A-share listing, with 106 million yuan distributed over the past three years [3] Stock Market Activity - As of October 9, Brother Technology's stock price was 7.43 yuan per share, with a market capitalization of 7.903 billion yuan [1] - The stock has appeared on the daily trading leaderboard nine times this year, with the most recent appearance on September 25, where it recorded a net buy of -58.0197 million yuan [1] Shareholder Information - As of June 30, 2025, Brother Technology had 62,900 shareholders, an increase of 19.32% from the previous period, with an average of 11,153 shares held per shareholder, down 16.19% [2] - The third-largest shareholder is the Guotai Zhongzheng Livestock Breeding ETF, holding 9.0855 million shares, an increase of 300,800 shares from the previous period [3] Business Overview - Brother Technology, established on March 19, 2001, and listed on March 10, 2011, operates in the fields of vitamins, leather chemicals, fragrances, raw materials, and catalytic new materials [1] - The company's revenue composition includes 58.88% from pharmaceuticals and food, 38.21% from specialty chemicals, and 2.91% from other sources [1]
精工钢构涨2.22%,成交额7116.13万元,主力资金净流入497.54万元
Xin Lang Cai Jing· 2025-10-09 05:16
Core Viewpoint - The stock of Jinggong Steel Structure has shown a significant increase in both price and trading volume, indicating positive market sentiment and potential growth opportunities for the company [1][2]. Financial Performance - For the first half of 2025, Jinggong Steel Structure achieved a revenue of 9.911 billion yuan, representing a year-on-year growth of 29.48% [2]. - The net profit attributable to shareholders for the same period was 350 million yuan, reflecting a year-on-year increase of 28.06% [2]. - Cumulatively, the company has distributed 799 million yuan in dividends since its A-share listing, with 350 million yuan distributed over the past three years [2]. Stock Market Activity - As of October 9, the stock price of Jinggong Steel Structure was 3.69 yuan per share, with a market capitalization of 7.344 billion yuan [1]. - The stock has increased by 25.51% year-to-date, with a 2.79% rise over the last five trading days [1]. - The company experienced a net inflow of 4.9754 million yuan in principal funds, with significant buying activity from large orders [1]. Shareholder Structure - As of June 30, the number of shareholders for Jinggong Steel Structure was 85,400, a decrease of 3.53% from the previous period [2]. - The average number of tradable shares per shareholder increased by 2.49% to 23,294 shares [2]. - Hong Kong Central Clearing Limited is the third-largest shareholder, increasing its holdings by 32.2033 million shares [2].
裕太微涨2.01%,成交额1.98亿元,主力资金净流出278.45万元
Xin Lang Cai Jing· 2025-10-09 03:52
Core Insights - Yutai Micro's stock price increased by 25.17% year-to-date, with a 2.01% rise on October 9, reaching 123.92 CNY per share [1][2] - The company specializes in the research, design, and sales of high-speed wired communication chips, with 99.44% of its revenue coming from chip sales [2] - As of June 30, 2025, Yutai Micro reported a revenue of 222 million CNY, a year-on-year growth of 43.41%, while the net profit attributable to shareholders was -104 million CNY, a growth of 3.89% [2] Financial Performance - The stock's trading volume on October 9 was 198 million CNY, with a turnover rate of 3.25% and a total market capitalization of 9.914 billion CNY [1] - Over the past 60 days, the stock price has increased by 41.72% [2] - The number of shareholders increased by 3.28% to 7,497, while the average circulating shares per person decreased by 3.17% to 6,645 shares [2] Institutional Holdings - As of June 30, 2025, the top three circulating shareholders include Taixin Small and Medium Cap Selected Mixed Fund, holding 2 million shares, an increase of 290,000 shares [3] - Taixin Xinxuan Mixed A Fund ranks fifth with 1.32 million shares, an increase of 390,000 shares [3] - Penghua Preferred Growth Mixed A Fund is the tenth largest shareholder, holding 524,300 shares, unchanged from the previous period [3]
晶晨股份股价涨5.04%,金元顺安基金旗下1只基金重仓,持有1.91万股浮盈赚取10.67万元
Xin Lang Cai Jing· 2025-10-09 03:31
Core Viewpoint - The stock of Amlogic (晶晨股份) increased by 5.04% on October 9, reaching a price of 116.78 CNY per share, with a trading volume of 1.049 billion CNY and a turnover rate of 2.22%, resulting in a total market capitalization of 49.176 billion CNY [1] Company Overview - Amlogic (Shanghai) Co., Ltd. is located in Shanghai and was established on July 11, 2003, with its listing date on August 8, 2019. The company specializes in the research, design, and sales of system-level SoC chips and peripheral chips. The revenue composition is primarily from product sales at 99.98%, with leasing services contributing 0.02% [1] Fund Holdings - According to data from the top ten holdings of funds, Jin Yuan Shun An Fund has a significant position in Amlogic. The Jin Yuan Shun An Value Growth Mixed Fund (620004) held 19,100 shares in the second quarter, accounting for 1.94% of the fund's net value, making it the sixth-largest holding. The estimated floating profit for today is approximately 106,700 CNY [2] Fund Performance - The Jin Yuan Shun An Value Growth Mixed Fund (620004) is managed by Kong Xiangpeng and Han Chenyang. As of the latest update, Kong has been in charge for 8 years and 106 days, with a total fund size of 131 million CNY, achieving a best return of -0.87% and a worst return of -11.58% during his tenure. Han has managed the fund for 2 years and 224 days, with a total fund size of 788 million CNY, achieving a best return of 8.02% and a worst return of -9.27% during his tenure [3]
信立泰跌2.00%,成交额1.69亿元,主力资金净流入1131.70万元
Xin Lang Cai Jing· 2025-10-09 02:33
Core Viewpoint - The stock of Shenzhen Xinlitai Pharmaceutical Co., Ltd. has experienced significant fluctuations, with a year-to-date increase of 94.35% and recent declines in the short term [1][2]. Company Overview - Shenzhen Xinlitai Pharmaceutical Co., Ltd. was established on November 3, 1998, and listed on September 10, 2009. The company is located in the Futian District of Shenzhen, Guangdong Province [1]. - The main business segments include pharmaceuticals and medical devices, with revenue composition as follows: formulations 81.69%, devices 8.54%, raw materials 7.17%, and others 2.59% [1]. Financial Performance - For the first half of 2025, Xinlitai achieved operating revenue of 2.131 billion yuan, representing a year-on-year growth of 4.32%. The net profit attributable to shareholders was 365 million yuan, with a growth of 6.10% [2]. - Since its A-share listing, the company has distributed a total of 7.204 billion yuan in dividends, with 1.649 billion yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders was 24,000, a decrease of 0.79% from the previous period. The average circulating shares per person increased by 0.80% to 46,403 shares [2]. - The top circulating shareholders include China Europe Medical Health Mixed A (holding 26.163 million shares), Hong Kong Central Clearing Limited (holding 15.307 million shares), and ICBC Frontier Medical Stock A (holding 15 million shares) [3].