1月7日，A股三大指数集体上涨。截至收盘，沪指涨0.05%，报4085.77点，深成指涨0.06%，报14030.56点，创业板指涨 0.31%，报3329.69点。从板块行情上来看，今日表现较好的是半导体、光刻机（胶）和可控核聚变，而电子纸概念、页岩 气和空间站概念等板块下跌。 基金经理是一只基金产品最核心的成员，能决定一只基金的投资方向、投资策略以及投资风格，基金经理出色的择时选股 能力和调研预测能力是基金业绩的有力保证，所以基金经理是投资者在选择基金产品时的重要依据。基金经理的变动很大 程度上会影响到基金产品未来的表现，是一个需要特别关注的信息。1.7日共有11位基金经理发生任职变动。 将时间周期缩短到最近一周（12月31日-1月7日）来看，基金调研数量第一的公司是熵基科技，熵基科技属于计算机设备行 业，主营业务为智慧空间、智慧办公、数字身份认证及智慧商业领域，专业向相关领域提供具备物体目标检测、身份识别 与验证功能的智能终端、行业应用软件与平台。熵基科技共被34家基金机构调研，其次被调研数量较多的股票是京基智 农、京北方和浙矿股份，分别接受29家、25家和23家基金机构的调研。 | | | 草打行 | ...

市场表现上，基金调研股中，近5日全部上涨，涨幅居前的有熵基科技、狄耐克、盛达资源等，分别上 涨34.81%、16.46%、10.83%。 数据宝统计，基金参与调研股中，近5日资金净流入的有6只，京东方A近5日净流入资金8.63亿元，主力 资金净流入最多；净流入资金较多的还有熵基科技、盛达资源等，净流入资金分别为2.59亿元、1.68亿 元。 昨日基金共对10家公司进行调研，扎堆调研熵基科技、狄耐克、豪鹏科技等。 证券时报·数据宝统计，1月5日共12家公司被机构调研，按调研机构类型看，基金参与10家公司的调研 活动，其中，5家以上基金扎堆调研公司共4家。熵基科技最受关注，参与调研的基金达35家；狄耐克、 豪鹏科技等分别获16家、8家基金集体调研。 基金参与调研的公司中，按所属板块统计，深市主板公司有5家，创业板公司有4家，沪市主板公司有1 家。所属行业来看，基金调研的公司共涉及7个行业，所属电子、基础化工、计算机等行业个股最多， 均有2只个股上榜。 从基金调研公司的A股总市值统计，总市值在500亿元以上的共有1家，其中总市值超千亿元的有京东方 A等，总市值不足100亿元的有5家，分别是奇德新材、狄耐克、盛洋科技 ...

12月29日，A股三大指数涨跌不一。截至收盘，沪指涨0.04%报3965.28点，连续九日走高，深成指跌0.49%报13537.1点，创 业板指跌0.66%报3222.61点。从板块行情上来看，今日表现较好的是航天概念、时空大数据和空间站概念，而减肥药、磷 化工和锂矿概念等板块下跌。 基金经理是一只基金产品最核心的成员，能决定一只基金的投资方向、投资策略以及投资风格，基金经理出色的择时选股 能力和调研预测能力是基金业绩的有力保证，所以基金经理是投资者在选择基金产品时的重要参考依据。基金经理的变动 很大程度上会影响到基金产品未来的表现，是一个需要特别关注的信息。12.27-12.29日共有63位基金经理发生任职变动。 根据巨灵统计的数据，近30天（11.29-12.29日）共有696只基金产品的基金经理发生离职。其中（12.27-12.29日）有83只基 金产品发布基金经理离职公告，涉及32名基金经理。从变动原因上来看，有26位基金经理是由于工作变动而从管理的73只 基金产品中离职。有1位基金经理是由于个人原因而从管理的2只基金产品中离职。有4位基金经理是由于产品到期而从管理 的6只基金产品中离职。有1位基金经 ...

Market Performance - On December 25, the three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 0.47% to 3959.62 points, the Shenzhen Component Index rising by 0.33% to 13531.41 points, and the ChiNext Index up by 0.3% to 3239.34 points [1] Fund Manager Changes - On December 25, 24 fund managers experienced changes in their positions, with 675 fund products having manager changes in the past 30 days [3] - The reasons for the changes included 4 managers leaving due to job changes, 1 due to personal reasons, and 3 due to product expiration [3] - Wang Liang from Minsheng Jianyin Fund managed assets totaling 3.205 billion yuan, with the highest return product being Minsheng Jianyin Prosperity Industry Mixed A, achieving an 86.63% return over 7 years and 56 days [3] New Fund Managers - On December 25, 29 fund products announced new fund managers, involving 16 managers [4] - Yang Zhenshao from E Fund currently manages assets of 9.842 billion yuan, with the highest return product being E Fund Medical Care Industry Mixed A, which achieved a 199.09% return over 9 years and 129 days [4] Fund Research Activity - In the past month (November 25 to December 25), Bosera Fund conducted the most company research, engaging with 39 listed companies, followed by Huaxia Fund, Southern Fund, and Huitianfu Fund with 38, 37, and 34 companies respectively [6] - The most researched industry was specialized equipment with 178 instances, followed by chemical products with 130 instances [6] Recent Company Focus - In the last month, the most focused company by public funds was Zhongke Shuguang, with 117 fund management companies participating in its research [6] - In the past week (December 18 to December 25), Lingyi Zhi Zao was the most researched company, receiving attention from 40 fund institutions [7]

12月15日基金调研公司一览 | 代码 | 简称 | 基金家数 | 最新收盘价（元） | 近5日涨跌幅（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 301468 | 博盈特焊 | 5 | 53.11 | 15.28 | 机械设备 | | 000681 | 视觉中国 | 5 | 20.96 | -6.93 | 传媒 | | 301005 | 超捷股份 | 1 | 97.50 | 29.17 | 汽车 | | 688251 | 井松智能 | 1 | 28.68 | 2.94 | 计算机 | | 603055 | 台华新材 | 1 | 8.85 | -0.67 | 纺织服饰 | | 603040 | 新坐标 | 1 | 78.32 | -2.59 | 汽车 | （文章来源：证券时报网） 从基金调研公司的A股总市值统计，总市值不足100亿元的有3家，分别是井松智能、博盈特焊、台华新 材等。 市场表现上，基金调研股中，近5日上涨的有3只，涨幅居前的有超捷股份、博盈特焊、井松智能等，涨 幅为29.17%、15.28%、2.94%；下跌的有3只，跌幅居前的有视觉中国、 ...

12月12日，A股三大指集体上涨，截至收盘，沪指涨0.41%报3889.35点，深成指涨0.84%报13258.33点，创业板指涨0.97%报 3194.36点。从板块行情上来看，今日表现较好的是第四代半导体、可控核聚变和铜缆高速连接，而社区团购、有机硅和内 贸流通等板块下跌。 基金经理是一只基金产品最核心的成员，能决定一只基金的投资方向、投资策略以及投资风格，基金经理出色的择时选股 能力和调研预测能力是基金业绩的有力保证，所以基金经理是投资者在选择基金产品时的重要依据。基金经理的变动很大 程度上会影响到基金产品未来的表现，是一个需要特别关注的信息。12月12日共有19位基金经理发生任职变动。 根据巨灵统计的数据，近30天（11.12-12.12）共有696只基金产品的基金经理发生离职。其中今天（12.12）有6只基金产品 发布基金经理离职公告，涉及3名基金经理。从变动原因上来看，有2位基金经理是由于工作变动而从管理的2只基金产品中 离职。有1位基金经理是由于个人原因而从管理的4只基金产品中离职。 | 基金经理 | 基金名称 | 基金代码 | 公告日期 | 变动日期 | 任职状态 | 变动原因说明 | | - ...

Market Performance - On November 28, all three major A-share indices closed higher, with the Shanghai Composite Index rising by 0.34% to 3888.6 points, the Shenzhen Component Index increasing by 0.85% to 12984.08 points, and the ChiNext Index up by 0.7% to 3052.59 points [1] Fund Manager Changes - In the past 30 days (October 29 to November 28), a total of 662 fund products experienced changes in fund managers, with 22 announcements made on November 28 alone [3] - The reasons for the changes included one manager leaving due to job changes, two due to personal reasons, and two due to product expiration [3] Fund Manager Performance - Yao Qiu, a fund manager at Guangfa Fund, currently manages assets totaling 2.127 billion yuan, with the highest return product being Xinhua Dividend Return Mixed Fund (003025), achieving a return of 82.74% over 4 years and 279 days [4] - Wei Xiaoxue from Lobo Mai Fund manages assets of 634 million yuan, with the highest return product being Everbright New Growth Mixed A (360006), which achieved a return of 273.86% over 9 years and 196 days [5] Fund Research Activity - In the last month, the most active fund company in conducting company research was Chuangjin Hexin Fund, which surveyed 169 listed companies, followed by Bosera Fund, Huaxia Fund, and Harvest Fund, which surveyed 101, 99, and 95 companies respectively [6] - The semiconductor industry was the most researched sector, with 470 surveys, followed by the medical device industry with 450 surveys [6] Recent Company Focus - In the past month, the most researched stock by public funds was Luxshare Precision, with 116 fund management companies participating in the survey, followed by Kaiying Network and Lens Technology with 75 and 74 participating companies respectively [7] - In the last week (November 21 to November 28), the most surveyed company was Jerry Holdings, with 65 fund institutions conducting research, followed by Century Huatong, Kaiying Network, and Nacono with 53, 33, and 33 surveys respectively [8]

Group 1 - The core viewpoint of the article highlights the recent research conducted by QuanGuo Fund on the listed company ChuanJinNuo, indicating the fund's performance and investment focus [1][2] - QuanGuo Fund was established on February 8, 2022, and currently manages assets totaling 23.787 billion yuan across six funds, with five fund managers [1] - The best-performing fund in the past year is QuanGuo XuYuan Three-Year Holding Mixed A (016709), achieving a return of 30.57% [2] Group 2 - As of November 12, 2025, the performance of QuanGuo Fund's top nine non-monetary funds over the past year is detailed, with returns ranging from 22.30% to 30.57% [2] - The company Guangxi ChuanJinNuo Chemical Co., Ltd. is a subsidiary of Kunming ChuanJinNuo Chemical Co., Ltd. (stock code: 300505), established in May 2017, occupying an area of 500 acres [3][4] - The company has over 820 employees, including more than 300 technical professionals, and achieved an industrial output value of 1.9 billion yuan in 2024 [3] Group 3 - The research and development of wet phosphoric acid purification technology began in 2011, based on the company's years of technical research and production experience [4] - The expected production capacity for 2025 is estimated to be between 310,000 tons and 330,000 tons of phosphorus pentoxide [5] - The production technology for wet phosphoric acid at the Guangxi base utilizes semi-hydrated wet purification technology, which is energy-efficient, environmentally friendly, and automated [6]

Group 1 - On November 6, a total of 33 companies were investigated by institutions, with 19 companies being surveyed by funds, indicating a strong interest in specific firms [1] - Among the surveyed companies, Honghua Digital Technology attracted the most attention, with 22 funds participating in the investigation [1] - The companies surveyed are distributed across various sectors, with the electronics and basic chemicals industries having the highest representation, each with three companies [1] Group 2 - The total market capitalization of the surveyed A-share companies includes four with a market cap exceeding 50 billion yuan, and among them, Shenzhen South Circuit has a market cap over 100 billion yuan [1] - In terms of market performance, 11 of the surveyed stocks increased in value over the past five days, with Dazhong Mining leading with a rise of 20.92% [1] - Conversely, seven stocks experienced declines, with Honghua Digital Technology showing the largest drop at 4.67% [1] Group 3 - Among the surveyed stocks, New Hecheng saw a net inflow of 208 million yuan over the past five days, indicating strong institutional interest [2] - Other companies with significant net inflows include Northeast Securities and Shenzhen South Circuit, with net inflows of 152 million yuan and 92.9 million yuan, respectively [2] - The table of surveyed companies highlights their respective fund participation, latest closing prices, and recent performance, showcasing a diverse range of industries [2]

Core Insights - The company HanZhong Precision Machinery has been researched by QuanGuo Fund, which has a management asset scale of 23.787 billion yuan and has shown strong performance in its funds [1][2]. Group 1: Financial Performance - For the first three quarters of 2025, the company reported operating revenue of 2.265 billion yuan, a year-on-year decrease of 20.70% [2]. - The net profit for the same period was 392 million yuan, reflecting a year-on-year decline of 45.69% [2]. - The basic earnings per share were 0.7327 yuan, also down by 45.69% year-on-year, with a weighted average return on equity of 9.16%, decreasing by 9.20% year-on-year [2]. Group 2: Product Overview - The company's main business focuses on two core segments: compressors and vacuum pumps, with the compressor segment further divided into refrigeration and air compression products [3]. Group 3: Refrigeration Products - The company offers a diverse range of refrigeration products, including commercial central air conditioning compressors, frozen refrigeration compressors, and heat pump compressors, catering to various market needs [4]. - The company has seen growth in its screw and magnetic levitation centrifugal compressors used for data center cooling in the first half of the year [4]. - Taiwan Dongyuan is a significant partner and customer for the company's refrigeration compressors, indicating stable business relations [4]. Group 4: Air Compression Products - The company's air compressors serve as essential power sources in various industries, including engineering machinery, pharmaceuticals, chemicals, electronics, and more [5]. - The company is expanding its market for oil-free air compressors, which have high gas purity and are suitable for industries with stringent air quality requirements [5]. Group 5: Vacuum Products - The company's vacuum products are primarily used in the photovoltaic and semiconductor industries, with plans to expand into lithium batteries, pharmaceuticals, chemicals, and other sectors [6]. - The company has begun small-scale supply to domestic chip manufacturers, indicating recognition and demand for its vacuum products [6]. Group 6: Other Developments - The company has seen an increase in contract liabilities, primarily due to a rise in advance payments for new orders [7].