截至发稿，欧阳良琦累计任职时间2年141天，现任基金资产总规模76.73亿元，任职期间最佳基金回报 100.82%， 任职期间最差基金回报62.35%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，易方达基金旗下1只基金位居坤恒顺维十大流通股东。易方达战略新兴产业股票A （010391）二季度持有股数241.24万股，持股数量与上期相比不变，占流通股的比例为2.82%。根据测 算，今日浮亏损失约417.34万元。 易方达战略新兴产业股票A（010391）成立日期2021年1月13日，最新规模34.62亿。今年以来收益 92.25%，同类排名17/4222；近一年收益146.61%，同类排名44/3813；成立以来收益59.09%。 易方达战略新兴产业股票A（010391）基金经理为欧阳良琦。 9月22日，坤恒顺维跌5.27%，截至发稿，报31.10元/股，成交5048.44万元，换手率1.30%，总市值37.88 亿元。 资料显示，成都坤恒顺维科技股份有限公 ...

Core Viewpoint - The company held a successful half-year performance briefing on September 19, 2025, with full interaction with investors, addressing 14 questions with a 100% response rate [1] Group 1: Product Development and R&D - The company focuses on industrial automation instruments and has launched several high-end products this year, including steam bypass control valves and high-temperature ultrasonic flow meters, but has not engaged in the development of vacuum gauges for lithography machines [2] - The company does not currently have plans to develop high-precision harmonic reducers for robotics, as its main business is industrial automation instruments [2] Group 2: Dividend and Financial Management - The company maintains a commitment to stable dividends, distributing no less than 30% of its distributable profits in cash each year, with the 2024 dividend already implemented [2] - The company is focused on improving profitability to create more value for investors, with future dividend plans to be determined based on actual conditions and development [2] Group 3: Market and Shareholder Concerns - The company acknowledges that its stock price is influenced by multiple factors and emphasizes the importance of value management as the foundation of market capitalization management [3] - The approval process for the transfer of control to the central enterprise has been lengthy, exceeding the normal timeframe, but the company assures that the matter is progressing [2][3] Group 4: Industry Outlook and Business Development - The company is actively tracking domestic coal chemical projects, anticipating an increase in related tender information in the second half of the year, and maintains close technical cooperation with leading enterprises in the coal chemical sector [2] - The company has secured contracts for its intelligent pressure transmitters and temperature instruments in the Saudi PP12 project and is involved in the thorium molten salt reactor project [2] - The company aims to achieve its 2025 operational targets of 8.08 billion in profit, although this is subject to various influencing factors [2]

Group 1 - The company, Juhua Technology, announced on September 22 that it has been recommended as a candidate for the winning bid in the National Grid Corporation's procurement for the 53rd batch of measuring equipment, with a total expected bid amount of approximately 142 million yuan [1]

Group 1 - Hailanxin's stock price increased by 5.24% to 19.07 CNY per share, with a trading volume of 553 million CNY and a turnover rate of 4.52%, resulting in a total market capitalization of 13.74 billion CNY [1] - Hailanxin, established on February 14, 2001, and listed on March 26, 2010, specializes in the research, production, sales, and service of marine observation detection instruments and intelligent ship systems [1] - The company's main business revenue composition includes marine observation equipment and systems at 67.32%, intelligent ships and intelligent navigation systems at 32.29%, and other revenues at 0.39% [1] Group 2 - Huaxia Fund's Huaxia Chuangzhang ETF (159967) entered the top ten circulating shareholders of Hailanxin in the second quarter, holding 2.4999 million shares, which is 0.38% of the circulating shares, with an estimated floating profit of approximately 2.3749 million CNY [2] - The Huaxia Chuangzhang ETF was established on June 21, 2019, with a latest scale of 4.21 billion CNY, achieving a year-to-date return of 33.41% and a one-year return of 70.43% [2] Group 3 - The fund managers of Huaxia Chuangzhang ETF are Rong Ying and Lu Yaun, with Rong Ying having a tenure of 9 years and 324 days and a best fund return of 129.49% during his tenure [3] - Lu Yaun has a tenure of 3 years and 106 days, with a best fund return of 83.43% during his tenure [3]

Company Overview - Beijing Oriental Zhongke Integrated Technology Co., Ltd. was established on August 10, 2000, and listed on November 11, 2016. The company is located at Yindu Building, 12-15th Floor, No. 67 Fucheng Road, Haidian District, Beijing [2] - The main business includes providing one-stop comprehensive services such as sales, leasing of electronic measuring instruments, and system integration, along with bidding agency services [2] - The revenue composition is as follows: General Testing Business 67.50%, Automotive Testing Business 13.17%, Government Integration Business 10.46%, Professional Services 6.95%, Security and Confidentiality 1.27%, Iris Recognition 0.34%, and Others 0.30% [2] Financial Performance - As of August 29, the number of shareholders is 34,100, a decrease of 24.79% from the previous period, with an average of 6,902 circulating shares per person, an increase of 32.95% [2] - For the first half of 2025, the company achieved operating revenue of 1.348 billion yuan, a year-on-year growth of 0.04%, while the net profit attributable to the parent company was -49.34 million yuan, a year-on-year increase of 5.21% [2] Stock Performance - On September 19, the stock price of Oriental Zhongke fell by 2.02%, closing at 29.09 yuan per share, with a trading volume of 126 million yuan and a turnover rate of 1.81%, resulting in a total market capitalization of 8.716 billion yuan [1] - Year-to-date, the stock price has increased by 7.12%, with a decline of 1.16% over the last five trading days, 10.41% over the last 20 days, and 2.35% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on May 20, where the net buying on that day was -68.6933 million yuan, with total buying of 212 million yuan (accounting for 9.65% of total trading volume) and total selling of 281 million yuan (accounting for 12.77% of total trading volume) [1] Dividend Information - Since its A-share listing, Oriental Zhongke has distributed a total of 113 million yuan in dividends, with cumulative distributions of 29.178 million yuan over the past three years [3]

Group 1 - The core viewpoint of the news is that Donghua Testing has seen a significant increase in its stock price, rising by 5.08% to 47.14 CNY per share, with a trading volume of 230 million CNY and a turnover rate of 6.21%, leading to a total market capitalization of 6.52 billion CNY [1] - Donghua Testing, established on March 8, 1993, and listed on September 20, 2012, specializes in the research, production, and sales of structural mechanics performance testing instruments and related software, as well as providing application solutions and technical services [1] - The main revenue composition of Donghua Testing includes: 71.99% from structural mechanics performance testing analysis systems, 12.89% from structural safety online monitoring and defense equipment PHM systems, 10.54% from electrochemical workstations, and 4.58% from other supplementary services [1] Group 2 - According to data, one fund under Bank of China, the Zhongyin Yili Mixed A Fund (002614), holds Donghua Testing as its sixth-largest position, with 5,500 shares, accounting for 0.94% of the fund's net value, and has realized a floating profit of approximately 12,500 CNY today [2] - The Zhongyin Yili Mixed A Fund was established on August 9, 2016, with a latest scale of 7.2743 million CNY, achieving a year-to-date return of 9.87% and a one-year return of 35.84% [2] - The fund manager of Zhongyin Yili Mixed A is He Dalv, who has been in the position for 2 years and 108 days, with the fund's total asset scale at 61.976 million CNY, achieving a best return of 12.12% and a worst return of 10.08% during his tenure [3]

Group 1 - *ST Weir reached the daily limit with a price of 28.25 yuan, a rise of 4.99%, and a total market value of 4.255 billion yuan [1] - The company is undergoing a significant strategic transformation by selling its instrumentation business and planning to acquire 51% of Zijiang New Materials, entering the new energy materials sector [2] - Zijiang New Materials specializes in lithium battery aluminum-plastic film, holding a 22.2% market share in the domestic market, indicating strong industry growth potential [2] Group 2 - Zijiang Group has committed to a net profit of no less than 65.5 million yuan, 78.5 million yuan, and 95.8 million yuan for the years 2025 to 2027, providing a performance guarantee for the company [2] - The transaction is expected to turn the company's earnings per share (EPS) from negative to positive, improving asset quality, with a projected EPS increase from -0.12 yuan to 0.27 yuan in 2025 [2] - The cash payment method for the acquisition avoids share dilution, minimizing the impact on existing shareholders' equity [2] Group 3 - On September 18, the company was included in the "Dragon and Tiger List" with a transaction volume of 199 million yuan, indicating institutional net buying, which reflects positive sentiment towards the company's transformation [2] - The recent market focus on new energy materials has led to better performance of related stocks, creating a certain degree of sector linkage effect [2]

Group 1 - The company, Weixing Intelligent, reported that as of August 29, 2025, the total number of shareholders in its combined ordinary and margin trading accounts is 19,259 [2]

Company Overview - Beijing Konstar Instrument Technology Co., Ltd. is located at No. 5, Fengxiu Middle Road, Haidian District, Beijing, established on September 20, 2004, and listed on April 24, 2015 [1] - The company specializes in the research, production, and sales of digital testing instruments and auxiliary testing services [1] - The main revenue composition includes digital pressure testing products (75.44%), temperature and humidity testing products (17.22%), process signal testing products (6.14%), and others (1.20%) [1] Financial Performance - For the first half of 2025, the company achieved operating revenue of 246 million yuan, a year-on-year increase of 3.76%, while the net profit attributable to shareholders decreased by 7.71% to 54.13 million yuan [2] - Since its A-share listing, the company has distributed a total of 146 million yuan in dividends, with 50.98 million yuan distributed over the past three years [3] Stock Market Activity - As of September 18, the company's stock price was 19.95 yuan per share, with a market capitalization of 4.238 billion yuan [1] - The stock has increased by 23.30% year-to-date, with a 3.64% increase over the last five trading days, 6.06% over the last twenty days, and 19.89% over the last sixty days [1] - The stock experienced a net outflow of 3.58 million yuan in principal funds, with significant selling pressure observed [1] Shareholder Information - As of August 29, the number of shareholders was 12,100, a decrease of 0.83% from the previous period, with an average of 11,756 circulating shares per person, an increase of 0.84% [2] - As of June 30, 2025, the seventh largest circulating shareholder is Huaxia Stable Growth Mixed Fund, holding 2.29 million shares, unchanged from the previous period [3]

Core Viewpoint - The stock of Keli Sensor has shown significant growth in recent months, with a notable increase in both share price and trading volume, indicating strong market interest and potential investment opportunities [1][3]. Company Overview - Keli Sensor Technology Co., Ltd. is located in Ningbo, Zhejiang Province, established on December 30, 2002, and listed on August 6, 2019. The company specializes in the research, production, and sales of strain sensors and instruments, as well as providing various system integration services [2]. - The main revenue composition includes: 48.70% from mechanical sensors and instruments, 41.12% from industrial IoT and system integration, and 5.02% from other sources [2]. Financial Performance - As of June 30, Keli Sensor reported a revenue of 685 million yuan for the first half of 2025, representing a year-on-year growth of 23.40%. The net profit attributable to shareholders was 173 million yuan, marking a 47.93% increase compared to the previous year [3]. - The company has distributed a total of 453 million yuan in dividends since its A-share listing, with 251 million yuan distributed over the past three years [4]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 8.47% to 63,800, while the average circulating shares per person increased by 9.25% to 4,401 shares [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 2.386 million shares, a decrease of 1.0046 million shares from the previous period, while Southern CSI 1000 ETF increased its holdings by 245,100 shares [4].