根据披露的机构调研信息2025年11月12日，泉果基金对上市公司川金诺进行了调研。 基金市场数据显示，泉果基金成立于2022年2月8日。截至目前，其管理资产规模为237.87亿元，管理基 金数6个，旗下基金经理共5位。旗下最近一年表现最佳的基金产品为泉果旭源三年持有期混合A （016709），近一年收益录得30.57%。 截至2025年11月12日，泉果基金近1年回报前9非货币基金业绩表现如下所示： 基金代码基金简称近一年收益成立时间基金经理016709泉果旭源三年持有期混合A30.572022年10月18日 赵诣 016710泉果旭源三年持有期混合C30.052022年10月18日赵诣 022223泉果消费机遇混合发起式 A28.762024年9月27日孙伟 018329泉果思源三年持有期混合A26.392023年6月2日刚登峰 018330泉果思源 三年持有期混合C25.892023年6月2日刚登峰 019624泉果嘉源三年持有期混合A22.792023年12月5日钱思 佳 019625泉果嘉源三年持有期混合C22.302023年12月5日钱思佳 020855泉果泰然30天持有期债券 A3.842024年 ...

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].

Core Insights - The main focus of the news is the recent performance and operational updates of Tunan Co., as discussed during a research meeting held by Quanguo Fund on October 21, 2025. The company is experiencing a decline in net profit for Q3 2025, attributed to increased operational costs and production delays in its subsidiaries [1][2]. Financial Performance - As of October 21, 2025, Tunan Co. reported a net profit of 30.39 million yuan for Q3 2025, which represents a decline compared to Q2 2025 [2]. - The company's inventory balance as of Q3 2025 was 749.53 million yuan, reflecting a growth of 38.48% from the beginning of 2025 and a 33.19% increase from the end of Q2 2025 [3]. Operational Updates - Tunan Co.'s subsidiary, Tunan Components, has completed the construction of an automated production line for small aerospace components, achieving an annual production capacity of 500,000 units [3]. - The construction of another automated production line at Tunan Intelligent is ongoing, with an expected completion date by the end of 2025, aiming for an annual output of 10 million small aerospace components [3]. Order and Revenue Forecast - As of June 30, 2025, Tunan Co. had signed contracts worth 1.75 billion yuan that are yet to be fulfilled, with expected revenue recognition of 554.80 million yuan in 2025, 529.98 million yuan in 2026, and 665 million yuan in 2027 [4]. Product Applications and Pricing - The main products of Tunan Co. include high-temperature alloys and special stainless steels, primarily used in aerospace engines, gas turbines, and petrochemical industries [6]. - The pricing strategy is based on a cost-plus model, influenced by market prices of raw materials, with a focus on maintaining stable gross margins despite potential fluctuations in raw material costs [6].

Group 1 - A total of 21 companies were investigated by institutions on September 29, with 14 companies specifically targeted by funds [1] - The most popular company among funds was Yongzhen Co., with 26 funds participating in the investigation [1] - Other notable companies included Borui Pharmaceutical and Ruixin Microelectronics, attracting 23 and 18 funds respectively [1] Group 2 - The companies investigated belong to various sectors, with the pharmaceutical and biological industry having the highest representation, featuring 4 companies [1] - The total market capitalization of the investigated companies included 1 company with a market cap over 500 billion and 7 companies with a market cap below 100 billion [1] - The market performance of the investigated stocks showed that 8 out of 14 companies increased in value over the past 5 days, with Shengda Resources, Weiteou, and Fangsheng Pharmaceutical leading with increases of 15.07%, 14.42%, and 8.62% respectively [1] Group 3 - Among the funds participating in the investigations, 6 stocks experienced net inflows over the past 5 days, with Fangsheng Pharmaceutical receiving a net inflow of 119 million [2] - Other companies with significant net inflows included Shengda Resources and Jinshi Resources, with net inflows of 108 million and 41.28 million respectively [2] - A detailed list of companies investigated includes their respective fund participation, latest closing prices, and recent performance metrics [2]

昨日基金共对26家公司进行调研，扎堆调研恺英网络、兴齐眼药、我武生物等。 证券时报·数据宝统计，9月1日共43家公司被机构调研，按调研机构类型看，基金参与26家公司的调研 活动，其中，5家以上基金扎堆调研公司共12家。恺英网络最受关注，参与调研的基金达34家；兴齐眼 药、博思软件等分别获24家、9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11家，创业板公司有10家，沪市主板公司有 2家，科创板公司有2家，北交所公司有1家。所属行业来看，基金调研的公司共涉及17个行业，所属电 力设备、电子、医药生物等行业个股最多，均有3只个股上榜。 市场表现上，基金调研股中，近5日上涨的有10只，涨幅居前的有坤恒顺维、兴齐眼药、华力创通等， 涨幅为15.13%、14.77%、14.39%；下跌的有16只，跌幅居前的有广信科技、祥生医疗、珠城科技等， 跌幅为8.37%、7.83%、7.57%。 数据宝统计，基金参与调研股中，近5日资金净流入的有7只，博杰股份近5日净流入资金1.12亿元，主 力资金净流入最多；净流入资金较多的还有三晖电气、蒙娜丽莎等，净流入资金分别为8267.21万元、 5085.94 ...

Market Performance - On August 8, A-shares' three major indices collectively closed lower, with the Shanghai Composite Index down 0.12% at 3635.13 points, the Shenzhen Component Index down 0.26% at 11128.67 points, and the ChiNext Index down 0.38% at 2333.96 points [1] Fund Manager Changes - In the past 30 days (July 9 to August 8), a total of 477 fund products experienced changes in fund managers, with 29 fund products announcing manager departures on August 8 alone [3] - The reasons for the changes include three managers leaving due to job changes, two due to personal reasons, and three due to product expiration [3] Fund Manager Details - Notable fund manager departures include Wang Gang from the招商丰泽混合A fund, which has an asset scale of 6.385 billion yuan and achieved a return of 71.45% over 8 years and 13 days [4] - New fund managers include Zhao Ming, who started managing 中海合嘉增强收益债券A and C funds, and Ren Dongxuan, who took over 嘉合锦荣混合C and 蒸合棉束温合A funds [6][5] Fund Company Research Activity - In the past month, 博时基金 conducted the most company research, engaging with 56 listed companies, followed closely by 富国基金 and 华夏基金, each with 51 companies [7] - The most researched industry was communication equipment, with 307 instances, followed by specialized equipment with 246 instances [7] Individual Stock Research - 德福科技 was the most researched stock in the past month, with 79 fund management companies participating in the research, followed by 中际旭创 and 中宠股份 with 75 and 71 respectively [9] - In the past week (August 1 to August 8), 中宠股份 was the most researched stock, receiving attention from 71 fund institutions [8]

Group 1 - Public fund research enthusiasm has increased in the second half of the year, with 178 public funds conducting research on 463 listed companies as of August 6 [1] - The telecommunications equipment industry has become a focal point for public funds, with DingTong Technology, ZhongJi XuChuang, and XinYiSheng receiving attention from 75, 71, and 63 public funds respectively, ranking as the top three [3] - Other notable companies in the top ten for public fund research include Jianghe Group from the construction decoration industry and ShiJia GuangZi from the telecommunications equipment sector, with over 40 public funds researching them [3] Group 2 - Notable fund managers participated in the research activities, such as Zhu Hongyu from China Merchants Fund, who focused on GuoJi JingGong's main business and future acquisition plans [3] - Xie ZhiYu from XingZheng Global Fund researched AiEr Eye Hospital, discussing the company's overseas business layout and strategies against industry competition [4] - Zhu ShaoXing from FuGuo Fund and Fu PengBo from RuiYuan Fund also conducted research on QiLu Bank and YiYuan Communication respectively, indicating a diverse interest in various sectors [4]

Group 1 - The enthusiasm for public fund research remains high, with 178 public funds conducting research on 463 listed companies as of August 6 [1][2] - The top three companies receiving the most public fund research are all in the communication equipment industry: DingTong Technology (75 funds), ZhongJi XuChuang (71 funds), and XinYiSheng (63 funds) [1][2] - The increase in research frequency may be attributed to the improving cyclical prosperity of the communication equipment industry, indicating a potential turning point in industry profitability [2][3] Group 2 - Notable fund managers, including deputy general managers, have participated in recent research activities, reflecting the importance placed on research by public funds and potentially indicating future investment directions [1][4] - Companies such as ZhengHai Bio and SanBo Brain Science have also been researched by multiple public funds, with 10 and 5 funds respectively participating in their research activities [1][3] - Several stocks among the top researched have shown significant price increases this year, with ShiJia GuangZi rising by 249.26%, and others like DeFu Technology and XinYiSheng also seeing over 100% growth [3][4]

Group 1 - On April 29, a total of 61 companies were investigated by institutions, with 42 companies being surveyed by funds, indicating a strong interest in specific stocks [1] - Among the surveyed companies, Hongfa Co. attracted the most attention with 25 funds participating, followed by Feiling Kesi and Lianchuang Optoelectronics with 22 and 19 funds respectively [1] - The surveyed companies span across 15 industries, with the electronics and pharmaceutical sectors having the highest representation, each with 5 stocks listed [1] Group 2 - The total market capitalization of the surveyed A-share companies includes 4 companies with a market cap exceeding 50 billion yuan, and 2 companies exceeding 100 billion yuan, namely Mindray Medical and AVIC Chengfei [1] - In terms of market performance, 16 stocks among the surveyed companies increased in value over the past 5 days, with the highest gains seen in Jizhi Co. (22.30%), Zhucheng Technology (11.13%), and Mankalon (9.65%) [1][2] - Conversely, 26 stocks experienced declines, with the largest drops recorded by Chuan Yi Co. (-11.75%), Pulian Software (-11.59%), and Feiling Kesi (-10.10%) [1][2] Group 3 - Among the surveyed companies, 42 have released their Q1 financial reports, with the highest year-on-year net profit growth reported by Lianhua Technology (1747.04%) and Perfect World (1115.29%) [2] - The net inflow of funds in the past 5 days was notable for 15 stocks, with Jizhi Co. leading with a net inflow of 67.54 million yuan, followed by Shuanghui Development and Zhucheng Technology with inflows of 61.07 million yuan and 42.18 million yuan respectively [2]