华夏时报（www.chinatimes.net.cn）记者 耿倩 上海报道 公募基金一季报收官。其中，主动权益类基金以优异的成绩大放异彩，收益为近五年同期最优。 值得注意的是，在行业配置增减持上，今年第一季度主动权益类公募基金（包含普通股票型、偏股混合 型、灵活配置型）与外资达成共识。根据兴业证券经济与金融研究院数据，第一季度两者共同增持了汽 车、有色金属、电子、机械设备、计算机，共同减持了电力设备、通信、公用事业、交通运输、煤炭。 在业内人士看来，公募与外资在行业配置上共识大于分歧，说明认可增配行业的成长性和投资价值。汽 车、有色金属、电子行业之所以能够成为主动权益基金和外资在今年一季度共同加仓的对象，是受益于 去年下半年以来的宏观经济复苏预期，以及行业基本面改善。 主动权益新发基金回暖 公募基金已经完成2025年一季报的完整披露，单季度"黑马"当属主动权益类基金。 从规模上来看，主动权益类基金开始止跌回升。天相投顾基金评价中心数据显示，今年第一季度，三类 主动偏股基金管理规模增长至34455.19亿元，较去年四季度有所提升。拉长时间线，主动权益类基金自 2022年二季度后规模一直持续下跌，而这是自2024 ...

Core Viewpoint - In 2024, the company aims to focus on core business development, maintain R&D investment, and enhance management efficiency to navigate challenges in a competitive market and the cyclical nature of the special integrated circuit industry [1][4]. Group 1: Business Development and Market Position - The company is seizing opportunities in the recovering global semiconductor industry, positioning itself as a leading comprehensive integrated circuit enterprise in China [2][3]. - The special integrated circuit business has improved quality assurance and production efficiency through optimization of quality systems, organizational structure, and supply chain management [2][5]. - The company has successfully launched radiation-resistant products for aerospace applications and achieved breakthroughs in key technologies such as high-current power modules and low-noise switch power designs [2][6]. Group 2: Financial Performance - In 2024, the company reported revenue of 5.511 billion yuan, a decrease of 27.26% year-on-year, and a net profit of 1.179 billion yuan, down 53.43% from the previous year [4]. - The net cash flow from operating activities was 1.467 billion yuan, a decline of 17.07% compared to the previous year [4]. - The company's total equity attributable to shareholders increased by 6.33% to 12.394 billion yuan, while the asset-liability ratio decreased by 6.63 percentage points to 28.44% [4]. Group 3: R&D and Innovation - The company invested 1.286 billion yuan in R&D in 2024, accounting for 23.33% of its revenue, and obtained 85 invention patents and 19 utility model patents [6][8]. - The company is focusing on domestic substitution and achieving breakthroughs in critical technologies in "bottleneck" areas while enhancing its position in international markets [6][7]. - The company is developing next-generation core devices in response to industry changes and demands, aiming to create new revenue growth points [3][8]. Group 4: Future Strategy - In 2025, the company plans to expand its special integrated circuit business by enhancing product categories, extending application areas, and increasing market share [7][8]. - The company will continue to innovate in security chip products and explore new industry applications while capitalizing on opportunities in the automotive electronics sector [7][8]. - The company aims to leverage AI technologies to enhance existing product lines and develop new intelligent product lines, thereby improving overall competitiveness and driving performance growth [8].