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前三季冠军基金持仓出炉:聚焦CPO与芯片赛道
Mei Ri Jing Ji Xin Wen· 2025-10-23 18:19
从持仓来看,重仓方向依然是CPO(共封装光学)板块,个股上的主要调整是胜宏科技、工业富联、源 杰科技退出前十大(指重仓股,下同)。 《每日经济新闻》记者注意到,除了这只基金外,永赢旗下多只三季度新成立的产品,也出现了规模大 幅增长的情况。另外,在智选系列产品的三季报中,均出现了统一的风险控制提醒。 多只新基金规模大增 10月22日,永赢科技智选披露了2025年三季报,这只基金截至今年9月底,前三季度累计收益超过 190%,亮眼的业绩吸引了诸多投资者的关注。 从三季度申赎情况来看,三季度A类和C类份额累计获得超100亿份的申购,其中C类份额单季度申购超 过92亿份。虽然同时也有超70亿份的赎回,但C类份额在三季度依然获得大幅增长,从期初的6.2亿份大 增至期末的27.8亿份。 10月22日,更多基金三季报出炉,其中也包括了目前排在业绩榜第一位的永赢科技智选,记者注意到, 该基金在三季度累计申购量超过了100亿份,虽然同时也有超70亿份的赎回,但整体规模依然获得大幅 增长。 每经记者:黄小聪每经编辑:叶峰 值得注意的是,尽管这些产品的基金经理不太一样,但在这些产品的三季报中,都出现了相同的风险提 醒,显然是公司的 ...
日久光电:前三季度实现营收5.01亿元 同比增长12.90%
Zhong Zheng Wang· 2025-10-23 12:53
中证报中证网讯(王珞)日久光电(003015)近日披露2025年第三季度报告。报告显示,公司经营保持稳 健增长态势,主要财务指标全面提升,盈利能力与现金流状况均显著改善,为全年业绩增长奠定坚实基 础。 报告期内,公司持续加大研发投入,研发费用达2746.25万元,同比增长18.80%。公司在功能性薄膜材 料、光学涂层等领域不断深化技术创新,推进新产品应用场景拓展。管理费用增长主要系股份支付费用 增加所致,体现公司完善激励机制、强化核心团队建设的决心。 总体来看,江苏日久光电在稳健经营的基础上,持续优化成本结构、强化现金流管理、加大创新投入, 推动公司进入高质量发展新阶段。市场人士普遍认为,随着功能性膜新产线的落地及下游需求回暖,公 司全年业绩有望继续保持良好增长势头。 2025年前三季度,公司实现营业收入5.01亿元,同比增长12.90%;实现归属于上市公司股东的净利润 7690.97万元,同比增长36.54%;扣除非经常性损益后的净利润为7439.47万元,同比增长44.74%。其 中,第三季度单季营业收入1.99亿元,同比增长21.15%;单季净利润3130.09万元,同比增长34.65%。 盈利能力的持 ...
中光学:2025年前三季度净利润约-1.91亿元
Mei Ri Jing Ji Xin Wen· 2025-10-23 11:57
(记者 王晓波) 每经头条(nbdtoutiao)——四次登上央视,知名大佬"消失"5年,我们在水果仓库找到了他!从月薪 5000到千亿市值公司联席总裁,他45岁再创业 每经AI快讯,中光学(SZ 002189,收盘价:23.33元)10月23日晚间发布三季度业绩公告称,2025年前 三季度营收约10.31亿元,同比减少32.25%;归属于上市公司股东的净利润亏损约1.91亿元;基本每股 收益亏损0.73元。 截至发稿,中光学市值为61亿元。 ...
中光学:2025年三季度净利润亏损7112.72万元,下降98.38%
Xin Lang Cai Jing· 2025-10-23 11:37
Group 1 - The core point of the article indicates that Zhongguangxue reported a significant decline in revenue and net profit for the first three quarters of 2025, with revenue at 1.031 billion yuan, a year-on-year decrease of 32.25% [1] - The net profit for the same period showed a loss of 191 million yuan, representing a drastic decline of 757.77% compared to the previous year [1] - In the third quarter alone, revenue was 351 million yuan, down 30.17% year-on-year, while the net profit loss reached 71.12 million yuan, a staggering decrease of 98.38% [1]
东田微前三季度实现营收6.37亿元,净利润同比增长99.2%
Ju Chao Zi Xun· 2025-10-23 10:43
Core Insights - Dongtian Microelectronics reported a significant increase in revenue and profit for the third quarter, with a revenue of 260 million yuan, representing a year-on-year growth of 74.51%, and a net profit attributable to shareholders of 29.35 million yuan, up 86.53% [2][3] - For the first three quarters of 2025, the company achieved a revenue of 637 million yuan, a year-on-year increase of 53.91%, and a net profit of 80.03 million yuan, reflecting a growth of 99.2% [2][3] - The growth in performance is primarily attributed to an increase in customer orders during the reporting period [2] Financial Performance - Third quarter revenue reached 260,251,216.27 yuan, with a year-on-year increase of 74.51% [3] - Net profit attributable to shareholders for the third quarter was 29,346,227.67 yuan, marking an 86.53% increase [3] - The net profit after deducting non-recurring gains and losses was 28,712,059.36 yuan, up 87.68% year-on-year [3] - For the first three quarters, the basic earnings per share were 1 yuan, a 100% increase compared to the previous year [3] - The weighted average return on equity was 8.9%, an increase of 3.99 percentage points year-on-year [3] Shareholder Information - As of the end of the reporting period, the total number of ordinary shareholders of Dongtian Microelectronics was 20,573 [4] - New major shareholders include the Kuwait Government Investment Authority and several mutual funds, replacing previous shareholders from the second quarter [4]
道明光学(002632.SZ):前三季净利润1.8亿元 同比增长24.69%
Ge Long Hui A P P· 2025-10-23 08:24
Core Insights - The company reported a revenue of 1.1 billion yuan for the first three quarters, representing a year-on-year growth of 7.24% [1] - The net profit attributable to shareholders reached 180 million yuan, showing a year-on-year increase of 24.69% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 160 million yuan, reflecting a year-on-year growth of 27.26% [1]
光学光电子板块10月23日涨0.25%,深纺织A领涨,主力资金净流出5.12亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-23 08:14
证券之星消息,10月23日光学光电子板块较上一交易日上涨0.25%,深纺织A领涨。当日上证指数报收 于3922.41,上涨0.22%。深证成指报收于13025.45,上涨0.22%。光学光电子板块个股涨跌见下表: 从资金流向上来看,当日光学光电子板块主力资金净流出5.12亿元,游资资金净流入1482.99万元,散户 资金净流入4.98亿元。光学光电子板块个股资金流向见下表: | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 688195 腾景科技 | | 1.22亿 | 5.79% | -6349.78万 | -3.00% | -5893.64万 | -2.79% | | 000100 TCL科技 | | 1.11亿 | 9.26% | -5829.33万 | -4.88% | -5224.03万 | -4.38% | | 000045 深纺织A | | 7945.73万 | 22.75% | -4591.65万 | ...
中证500成长ETF(159606)跌0.80%,半日成交额298.46万元
Xin Lang Cai Jing· 2025-10-23 04:47
Core Viewpoint - The China Securities 500 Growth ETF (159606) experienced a decline of 0.80% as of the midday close on October 23, with a trading volume of 2.9846 million yuan [1] Group 1: ETF Performance - The China Securities 500 Growth ETF (159606) closed at 1.114 yuan, with a year-to-date return of 12.32% since its inception on December 17, 2021 [1] - The ETF has shown a negative return of -0.69% over the past month [1] Group 2: Major Holdings Performance - Major holdings in the ETF include Dongwu Securities, which fell by 0.11%, and Kaiying Network, which decreased by 0.99% [1] - Other notable declines include Huagong Technology down 4.73%, Hengxuan Technology down 2.41%, and Huitai Medical down 1.59% [1] - Conversely, Tianshan Aluminum saw an increase of 3.17%, and Shunluo Electronics rose by 3.21% [1]
10月23日投资早报|中国联通前三季度净利润同比增长5.2%,横店影视前三季度净利润同比增长1085%,新光光电董事长康为民解除留置
Xin Lang Cai Jing· 2025-10-23 00:41
Market Performance - On October 22, 2025, the A-share market saw all three major indices decline, with the Shanghai Composite Index closing at 3913.76 points, down 0.07%, and over 2900 stocks falling [1] - The Hong Kong stock market also experienced a downturn, with the Hang Seng Index dropping 0.94% to 25781.77 points, and the total trading volume reaching 2275.36 billion HKD [1] - In the U.S. stock market, all three major indices fell, with the Dow Jones down 0.71% to 46,590.41 points [1] Corporate Developments - Shenzhen aims to exceed a total market capitalization of 20 trillion RMB for domestic and foreign listed companies by the end of 2027, increasing the previous target by 5 trillion RMB [2] - The plan includes completing over 200 merger and acquisition projects with a total transaction value exceeding 1000 billion RMB, and fostering a robust ecosystem for industry chain mergers and acquisitions [2] Financial Results - Tesla reported a 12% year-over-year increase in revenue for Q3 2025, totaling 28.1 billion USD, while net profit decreased by 29% to 1.77 billion USD [3] - The adjusted earnings per share for Q3 were 0.39 USD, down from 0.62 USD in the same period last year, with a gross margin of 18% [3] Foreign Exchange Statistics - In September 2025, banks in China settled 264.7 billion USD in foreign exchange, with sales amounting to 213.6 billion USD [4] - Cumulatively, from January to September 2025, banks settled 1853.3 billion USD and sold 1790.1 billion USD [4] Technology Advancements - Huawei officially launched the HarmonyOS 6, which supports data transfer with Apple devices without the need for internet, enhancing cross-ecosystem connectivity [5] - The new operating system features a transmission speed of up to 160MB/s and improved multi-device collaboration capabilities [5]
东田微:10月21日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-10-22 13:29
每经AI快讯,东田微(SZ 301183,收盘价:107.11元)10月22日晚间发布公告称,公司第二届第十五 次董事会会议于2025年10月21日在公司会议室以现场结合通讯的方式召开。会议审议了《关于2025年第 三季度报告的议案》等文件。 2024年1至12月份,东田微的营业收入构成为:光学光电子行业占比100.0%。 截至发稿,东田微市值为86亿元。 每经头条(nbdtoutiao)——四次登上央视,知名大佬"消失"5年,我们在水果仓库找到了他!从月薪 5000到千亿市值公司联席总裁,他45岁再创业 (记者 曾健辉) ...