Group 1 - The three major indices collectively rose, with the ChiNext Index opening low and then rising, reaching a new high for the year as of July 22, with a gain of 0.43% [1] - The Tianhong ChiNext ETF (159977) increased by 0.63% as of the same date, having gained nearly 19% over the past 60 trading days [1] - The latest circulating share count for the Tianhong ChiNext ETF is 3.626 billion shares, with a circulating scale of 8.692 billion yuan [1] Group 2 - Guotai Junan Securities recommends significantly increasing allocation to the ChiNext board while slightly increasing the allocation to the Sci-Tech Innovation Board and reducing allocation to the main board [2] - There is a notable adjustment in the holding structure of active funds, with increased allocation to mid-cap growth stocks represented by the CSI 500, such as technology hardware, pharmaceuticals, and new consumption [2] - The financial sector's allocation has been significantly increased, particularly in insurance, city commercial banks, and joint-stock banks, aligning with the trend of public fund reforms [2]

本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 一、会议召开情况 （1）现场会议召开时间：2025年7月21日下午14:50； （2）网络投票时间：通过深圳证券交易所系统进行网络投票的时间为 2025 年 7 月 21 日上午 9:15 至 9:25，9:30 至 11:30 和下午 13:00 至 15:00；通过深 圳证券交易所互联网投票系统（http://wltp.cninfo.com.cn）进行网络投票的 时间为 2025 年 7 月 21 日 9:15 至 15:00 的任意时间； 法规、部门规章、规范性文件和《公司章程》的规定。 二、会议出席情况 出席本次会议的股东及股东授权委托代表155人，代表股份74,178,774股， 占公司有表决权股份总数 的47.3825%。 其中，通过现场投票的股东4人2，代表股份70,191,617股，占公司有表决权 股份总数的44.8356%。通过网络投票的股东151人，代表股份3,987,157股，占公 司有表决权股份总数的2.5468%。 证券代码：002975 证券简称：博杰股份 公告编号：202 ...

【导读】国光电气总经理李泞被实施留置 中国基金报记者 卢鸰 可控核聚变（俗称"人造太阳"）概念牛股国光电气总经理李泞，被实施留置。 鉴于李泞在留置期间暂时无法履行总经理等职责，为确保公司后续经营正常开展，国光电气已于2025年7月22日召开第九届董事会第二次 会议，会议审议通过了《关于推举董事长代为履行总经理等职责的议案》，在李泞无法履职期间，由公司董事长张亚代为履行总经理及法 定代表人等职责。 据国光电气7月22日晚公告，公司于2025年7月22日收到江西省赣州市定南县监委工作电话通知，公司董事、总经理李泞被实施留置。 2025年1月至今，受可控核聚变相关消息刺激，国光电气股价震荡上行，最高涨幅达176.68%。 不过，7月22日，国光电气股价突然大跌，截至收盘，公司股价为93.7元/股，大跌8.03%，最新市值为102亿元。 编辑：江右 校对：纪元 制作：小茉 审核：陈思扬 版权声明 《中国基金报》对本平台所刊载的原创内容享有著作权，未经授权禁止转载，否则将追究法律责任。 授权转载合作联系人：于先生（电话：0755-82468670） 国光电气称，目前，公司各项生产经营活动均正常进行。截至公告披露日，公司 ...

Group 1 - The United Nations report indicates that only 35% of the 169 sustainable development goal targets are progressing well, with nearly half showing slow progress and 18% experiencing setbacks [1] - Significant progress has been made in public health, education, energy, and digital connectivity, including a 40% decrease in new HIV infections since 2010 and a 1.1 billion increase in school enrollment for children and youth since 2015 [1] - The report highlights that 92% of the global population has access to electricity in 2023, and internet usage has risen from 40% in 2015 to 68% in 2024 [1] Group 2 - Apple has invested $20 billion in smart and green manufacturing in China over the past five years, with over 80% of its top 200 suppliers having factories in the country [2] - Participation in the China International Supply Chain Promotion Expo is seen as beneficial for enhancing cooperation and increasing supplier visibility [2] Group 3 - As of July 19, 2023, China has issued 3,631 ESG bonds, with a total outstanding amount of 5.59 trillion yuan, where green bonds account for 61.80% of the total [3] - In July alone, 101 ESG bonds were issued, raising 98.2 billion yuan, and a total of 1,067 ESG bonds were issued in the past year, amounting to 1,238.2 billion yuan [3] Group 4 - The China Travel Service Association has released the first ESG information disclosure standard for the travel service industry, effective from August 15, 2023 [4] - The standard covers a wide range of entities in the travel service sector and provides specific guidance on ESG information disclosure processes and principles [4] Group 5 - The U.S. government has relaxed pollution emission restrictions for over 100 companies, including chemical plants and refineries, for a two-year period [5] Group 6 - Knight Dairy was fined 2 million yuan for failing to timely disclose significant losses from futures trading, as per the administrative penalty from the China Securities Regulatory Commission [6] Group 7 - Dongyue Silicon Material reported a fire incident at its synthesis phase B bed, which was controlled without casualties, but the specific cause and extent of damage are under investigation [7][8]

Group 1 - A total of 390 stocks reported their latest shareholder numbers as of July 20, with 188 stocks showing a decrease compared to the previous period [1][3] - The stocks with the largest decline in shareholder numbers include Chuangyitong, Huizhong Co., and Xingsen Technology, with declines of 27.39%, 24.28%, and 18.87% respectively [3][4] - The average increase in the concentrated chip stocks since July 1 is 4.56%, outperforming the Shanghai Composite Index, which increased by 3.99% [2] Group 2 - Among the stocks with a decline of over 10% in shareholder numbers, 19 stocks were identified, with Huicheng Co. showing the highest increase in stock price at 41.92% since July 1 [2][3] - The latest performance report indicates that four stocks have already released their half-year earnings, with Baolong Chuangyuan and Guoyuan Securities showing net profit growth rates of 42.68% and 40.44% respectively [4] - The industry distribution of concentrated chip stocks shows a significant presence in machinery, basic chemicals, and electronics, with 25, 22, and 13 stocks respectively [3][4]

Core Viewpoint - The AI Fund Xingquan Green Investment Mixed (LOF) reported a profit of 92.387 million yuan for Q2 2025, with a net asset value growth rate of 3.57% during the period [2]. Fund Performance - As of July 21, the fund's unit net value was 1.251 yuan, and its scale reached 2.729 billion yuan by the end of Q2 2025 [2][14]. - The fund manager, Zou Xin, oversees two funds, both of which have shown positive returns over the past year [2]. - The fund's one-year cumulative net value growth rate is 23.98%, ranking 46 out of 132 comparable funds [2]. Investment Strategy - The fund's investment approach focuses on three dimensions: major industry contradictions, competitive advantages of enterprises, and a balance of research depth and pricing [2]. Comparative Performance - Over the past three months, the fund's cumulative net value growth rate was 11.80%, ranking 47 out of 132 comparable funds [2]. - The fund's six-month cumulative net value growth rate was 12.30%, ranking 46 out of 132 comparable funds [2]. - The fund's three-year cumulative net value growth rate was -17.52%, ranking 85 out of 127 comparable funds [2]. Risk Metrics - The fund's three-year Sharpe ratio is -0.0744, ranking 81 out of 129 comparable funds [7]. - The maximum drawdown over the past three years was 42.11%, with the largest single-quarter drawdown occurring in Q1 2022 at 20.25% [9]. Portfolio Composition - The average stock position over the past three years was 88.8%, compared to the industry average of 86.09% [12]. - The fund's top ten holdings include companies such as CATL, Jifeng Co., Desay SV, and others [17].

Group 1 - China Electric Power Construction announced new contract amount of 686.699 billion yuan for the first half of 2025, a year-on-year increase of 5.83% [2] - The new contracts in energy and power business reached 431.388 billion yuan, up 12.27% year-on-year [2] - The new contracts in water resources and environment business were 77.321 billion yuan, down 14.05% year-on-year [2] Group 2 - Yanghe Brewery elected Gu Yu as the chairman of the board, with a term consistent with the current board [3] - Gu Yu has a background in local government and has been involved in economic work and investment promotion [3] Group 3 - BYD announced a profit distribution plan for 2024, proposing a cash dividend of 39.74 yuan per 10 shares and a stock distribution of 8 shares for every 10 shares held [4] - The total cash dividend amounts to approximately 12.077 billion yuan [4] Group 4 - Xie Chuang Data plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance international strategy and overseas business layout [6] - The specific details and plans are yet to be determined and require further approvals [6] Group 5 - Jin Chengxin's convertible bond issuance has been approved, with a financing amount of 2 billion yuan [10] - Huafeng Technology plans to raise no more than 1 billion yuan through a private placement for various projects [11] Group 6 - Huilv Ecology is planning to acquire 49% equity of Wuhan Junheng, which is expected to constitute a major asset restructuring [13] - Yunnan Copper intends to purchase 40% equity of Liangshan Mining for 2.324 billion yuan, making it a subsidiary [14] Group 7 - Anning Co. plans to participate in the restructuring of Jingzhi Mining and acquire 100% equity for 6.508 billion yuan [15] - The restructuring is expected to enhance the company's resource reserves and market share [15] Group 8 - Changchun Bank reported a net profit increase of 13.55% for the first half of 2025, reaching 1.969 billion yuan [34] - The bank's total assets grew by 9.46% to 401.251 billion yuan [34] Group 9 - Wohua Pharmaceutical reported a net profit increase of 303.16% for the first half of 2025, amounting to 44.676 million yuan [25] - The company plans to distribute a cash dividend of 1.2 yuan per 10 shares [25] Group 10 - Xiamen Tungsten's net profit increased by 27.76% in the first half of 2025, reaching 307 million yuan [30] - The company reported a 56.64% increase in lithium cobalt oxide sales [30]

5．7月21日，深交所发布关于深港通下的港股通标的证券名单调整的公告，调入港股三花智控，名单调 整于当日生效。 1．《住房租赁条例》日前公布，自2025年9月15日起施行，《条例》规范出租承租活动，住房出租、承 租应符合相关规定。《条例》还包含规范住房租赁企业行为，规范经纪机构行为，强化监督管理，严格 责任追究等内容。 2．根据《海南自由贸易港跨境资产管理试点业务实施细则》，跨境资管试点实施规模管理。试点规模 指境外投资者购买的试点资管产品资金净流入规模，在任何时点不得超过试点总规模上限。试点总规模 为中国人民银行海南省分行同意各家发行机构申请的试点规模之和。中国人民银行海南省分行在中国人 民银行指导下，根据海南自贸港经济金融发展、国际收支形势、市场实际需求等，设定及动态调整跨境 资管试点总规模上限，并通过官方网站及时公布。初始试点总规模上限设定为100亿元人民币。 3．7月21日，外交部发言人郭嘉昆主持例行记者会。有记者就中美元首是否会举行会晤相关问题进行提 问。对此，郭嘉昆表示，元首外交对中美关系发挥着不可替代的战略引领作用，关于提到的具体问题， 目前没有可以提供的信息。（央视新闻） 4．香港特区行政长官 ...

Group 1: Industry Innovation and Growth - The commercial aerospace industry in Beijing has surpassed a scale of 260 billion yuan, with the production of medium-sized commercial satellites occurring every three days by Galaxy Aerospace [1] - Guangdong's industrial robot production reached over 240,000 units last year, marking a year-on-year growth of 31.2%, accounting for 44% of the national market [1] - In Anhui, the production of new energy vehicles doubled compared to two years ago, with 467,000 units produced from January to May this year [1] Group 2: Technological Advancements - The Guangdong Aerospace Technology Research Institute developed a single-person jetpack capable of reaching speeds of 100 km/h, suitable for various applications including emergency rescue [3] - Anhui is establishing ten provincial future industry pilot zones focusing on quantum technology, aerospace information, and general intelligence, with over 100 key enterprises in the first quarter of this year [4] - The use of flexible solar wings in satellites by Galaxy Aerospace has reduced thickness to 1/20 of rigid solar wings, enhancing energy absorption [7] Group 3: Future Industry Development - Beijing has identified 23 future industry development directions, including general artificial intelligence and the metaverse, with over 2,400 AI companies and a core industry scale of nearly 350 billion yuan [5] - The establishment of a 10 billion yuan angel fund in Guangzhou supports technology transfer and innovation, with over 1,100 direct investment projects reserved [3] - Anhui's strategic emerging industries have seen an average annual growth of 16.1% since the 14th Five-Year Plan, with the output value accounting for 43.6% of industrial output [8] Group 4: Traditional Industry Transformation - The Beijing Economic and Technological Development Zone has implemented intelligent infrastructure across 600 square kilometers, facilitating the transition to high-end manufacturing [9] - The application of 5G technology in the Tongling Nonferrous Metals Group has led to a 90% automation rate in production lines [10] - Guangdong has created 490 national green factories and aims for a 2.8% reduction in energy consumption for industrial units by 2024 [11]

数据显示，该基金近3个月收益率17.79%，近一年收益率34.88%，成立以来收益率为-56.3%。其股票持 仓前十分别为：生益科技、华丰科技、凌云股份、光迅科技、锐捷网络、华工科技、光明肉业、山推股 份、深南电路、上海机电，前十持仓占比合计47.49%。 天眼查商业履历信息显示，长盛基金管理有限公司成立于1999年3月，位于深圳市，是一家以从事资本 市场服务为主的企业。注册资本20600万人民币，法定代表人为胡甲。 来源：金融界 截至2025年6月30日，长盛基金旗下长盛国企改革混合（001239）期末净资产3.86亿元，比上期增加 5.72%，该基金经理为代毅。 简历显示，代毅先生:研究生,硕士,中国国籍。2010年7月加入长盛基金管理有限公司研究部,曾任行业研 究员、基金经理助理等职务。现任长盛城镇化主题混合型证券投资基金基金经理。曾任长盛动态精选证 券投资基金基金经理。2020年4月21日起担任长盛国企改革主题灵活配置混合型证券投资基金基金经 理。2019年05月22日至2020年05月27日任长盛同盛成长优选灵活配置混合型证券投资基金(LOF)基金经 理。曾任长盛生态环境主题灵活配置混合型证券投资基 ...