注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 从持有人结构看，机构投资者持有份额平均占比为9.62%，机构投资者持有份额占比居前的有国联安中 证A500红利低波ETF、建信上证科创板200ETF、平安中证A500红利低波动ETF，机构投资者持有比例 分别为98.93%、32.48%、13.53%，机构投资者持有比例较低的有华安创业板人工智能ETF、鹏华创业 板综合ETF、富国上证科创板200ETF，机构投资者持有比例分别为0.55%、1.52%、1.64%。（数据宝） 近期成立的股票ETF基金建仓期仓位 | 基金代 | 基金简称 | 基金成立 | 募集规模 | 上市公告数据 | 上市公告书披露股 | 上市日期 | | --- | --- | --- | --- | --- | --- | --- | | 码 | | 日 | （亿份） | 截止日期 | 票仓位（%） | | | 515720 | 富国中证金融科技主 | 2025.09.22 | 8.17 | 2025.09.24 | 10.13 | 2025.10.09 | | | 题ETF | | | | | | | ...

来源：上海证券报·中国证券网 上证报中国证券网讯（记者 聂林浩）今年以来，我国卫星产业迎来催化期，产业政策利好不断，板块 交投活跃。在投资市场上，目前卫星相关指数共有三只，分别是中证卫星产业指数、中证卫星导航产业 指数和国证商用卫星通信产业指数。截至9月19日，三只指数的近一年涨幅分别为69.35%、80.39%、 69.44%，在全市场主题指数中涨幅居前。 其中，中证卫星产业指数选取50只业务涉及卫星制造、卫星发射、卫星通信、卫星导航、卫星遥感等领 域的上市公司证券作为指数样本，覆盖卫星产业上中下游，每半年调整一次，旨在反映卫星产业上市公 司证券的整体表现。 据悉，为助力投资者一键布局卫星全产业链，9月23日起，广发基金推出广发中证卫星产业ETF，紧密 跟踪中证卫星产业指数，投资于标的指数成份股、备选成份股的比例不低于基金资产净值的90%，且不 低于非现金基金资产的80%，支持T+0灵活交易，为投资者提供布局卫星产业的便利工具。 过去五年，我国卫星产业研发投入加速提升，2024年卫星产业指数的研发费用达240亿元，研发费用占 营业收入比超13%，为未来产业发展奠定了坚实基础。 ...

Group 1 - The fund being launched is the Ping An CSI Satellite Industry Index Fund, which is a stock-type and index-type open-ended fund [14][15] - The fund's initial fundraising limit is set at 1 billion RMB, excluding interest accrued during the fundraising period [20] - The fundraising period is from September 8, 2025, to September 19, 2025, with the possibility of extension or early closure based on subscription conditions [19][20] Group 2 - The fund management company is Ping An Fund Management Co., Ltd., and the custodian is Agricultural Bank of China [4][54] - The fund is open to individual investors, institutional investors, qualified foreign investors, and other investors permitted by laws and regulations [16] - The fund will be available for subscription through designated sales institutions, including direct sales and other sales channels [19][18] Group 3 - The fund offers two classes of shares: Class A, which charges subscription fees, and Class C, which does not charge subscription fees but incurs service fees from the fund's assets [22][25] - The minimum subscription amount for individual investors through direct sales is 50,000 RMB, while the minimum for online transactions is 1 RMB [3][21] - Investors can make multiple subscriptions during the fundraising period, and subscription fees will be calculated separately for each application [10][11] Group 4 - The fund aims to closely track the performance of its benchmark index, minimizing tracking deviation and error [15] - The fund's net asset value may fluctuate due to market volatility, and investors will share in the fund's returns and risks [8][9] - The fund may invest in securities markets, including depositary receipts, and will face specific risks associated with these investments [9][10]

Group 1 - The ETF market showed mixed performance on September 1, with the gold stock ETFs leading the gains [2] - Gold stock ETF fund (159322) increased by 6.32%, while gold stock ETF fund (159315) rose by 5.82% and gold stock ETF (517400) gained 5.66% [2] - In contrast, the Nasdaq technology ETF (159509) experienced the largest decline at 2.75%, followed by the satellite industry ETF (159218) down 2.41% and aerospace ETF (159208) down 2.31% [2]

公司摊薄每股收益为-0.03元，较去年同报告期摊薄每股收益减少0.04元，同比较去年同期下降400.00%。 2025年8月23日，中国卫星(600118.SH)发布2025年中报。 公司营业总收入为13.21亿元，较去年同报告期营业总收入增加2.89亿元，同比较去年同期上涨28.00%。归母净利润为-3049.15万元，较去年同报告期归母净 利润减少3899.28万元，同比较去年同期下降458.67%。经营活动现金净流入为-5201.57万元，较去年同报告期经营活动现金净流入增加6.41亿元。 公司最新资产负债率为41.45%，较上季度资产负债率增加1.45个百分点，较去年同期资产负债率增加2.24个百分点。 公司最新毛利率为12.74%，较上季度毛利率减少3.29个百分点，较去年同期毛利率减少8.28个百分点。最新ROE为-0.48%，较去年同期ROE减少0.62个百分 点。 公司最新总资产周转率为0.10次，较去年同期总资产周转率增加0.02次，同比较去年同期上涨27.81%。最新存货周转率为0.46次，较去年同期存货周转率增 加0.08次，同比较去年同期上涨21.99%。 公司股东户数为12.63万户 ...

Group 1 - Vipshop's Vice President Feng Jialu is under investigation for corruption, with the company maintaining a zero-tolerance policy towards such behavior, stating that business operations remain normal [1] - Jilin Province aims to accelerate the development of the ice and snow equipment industry, targeting an output value exceeding 5 billion yuan by 2030 [2] - The satellite communication technology is becoming a focal point in the mobile communication sector, with expectations of revolutionary changes in the industry over the next decade [4] Group 2 - Amazon has exercised an option to acquire approximately 3.95% of Valu's shares, with the transaction set to be executed at a price of 6.041 Egyptian pounds per share [7] - In 2024, the per capita disposable income of urban residents in Yiwu reached 97,170 yuan, surpassing that of major first-tier cities [8] - The establishment of the Greater Bay Area Comprehensive National Science Center Alliance aims to enhance innovation resource sharing and collaboration between Shenzhen and Dongguan [10] Group 3 - Temu has opened an office in Turkey and plans to establish a logistics center in Istanbul to provide next-day delivery services, indicating a move towards localized operations [11]

Macro Overview - China's GDP grew by 5.4% year-on-year in Q1 2025, indicating a strong start to the year with better-than-expected consumption performance and sustained high growth in manufacturing investment [2][3] - The retail sales of consumer goods increased by 5.9% in March, driven by the effectiveness of the "old-for-new" policy [3] - Manufacturing investment rose by 9.1% in Q1, with significant growth in equipment purchases and consumer goods manufacturing [4] Infrastructure - Narrow infrastructure investment growth was 5.8% in Q1, supported by early issuance of government bonds and the commencement of major projects [5] - Water conservancy investment remains a key driver of growth, with improvements in cash flow for local infrastructure projects [5] Real Estate - The real estate market showed signs of recovery, with prices in first-tier cities slightly increasing and declines in second and third-tier cities narrowing [6] - Real estate investment fell by 9.9% year-on-year in Q1, with a notable decrease in office building investments [6] Industrial Performance - Industrial value-added increased by 6.5% in Q1, with March seeing a 7.7% growth, supported by factors such as export demand and new policies [7] - The production and sales rate showed a slight decline, indicating potential supply-demand imbalances [7] Employment - The urban survey unemployment rate decreased to 5.2% in March, reflecting improvements in the job market [8] - Future labor market conditions are a key concern, especially with a record number of college graduates entering the workforce [8] Satellite Industry - The satellite industry index has shown significant growth, with a 22.13% increase over the past year, outperforming major indices [12] - The industry is expected to benefit from the increasing demand for satellite applications in various sectors, including telecommunications and navigation [12][13] Company-Specific Insights 诺禾致源 (688315) - The company reported a revenue of 2.11 billion yuan in 2024, with a net profit of 197 million yuan, indicating steady growth [16] - The company is expanding its global operations, with new laboratories established in multiple countries [17][18] 上海建工 (600170) - The company achieved a net profit growth of 39.15% in 2024, with a focus on new business areas to create a second growth curve [20][21] - New contracts in emerging sectors such as urban renewal and ecological environment are expected to contribute significantly to future revenue [23] 金徽酒 (603919) - The company reported a revenue of 1.11 billion yuan in Q1 2025, with a net profit of 234 million yuan, indicating a solid start to the year [25][26] - The product structure continues to improve, with higher sales in premium segments driving growth [27][28] 洁美科技 (002859) - The company achieved a revenue of 1.82 billion yuan in 2024, with a focus on expanding its product offerings in the semiconductor packaging sector [30][31] - Significant investments in R&D are expected to enhance product quality and market competitiveness [32] 西部矿业 (601168) - The company reported a revenue of 50.03 billion yuan in 2024, with a net profit of 2.93 billion yuan, driven by increased copper production [35][36] - Future growth is anticipated from the expansion of the Yulong copper mine and improvements in production capacity [38][39]