从基金十大重仓股角度 数据显示，财通基金旗下1只基金重仓科达制造。财通华臻量化选股混合A（021147）二季度持有股数 64.26万股，占基金净值比例为2.35%，位居第九大重仓股。根据测算，今日浮盈赚取约40.48万元。连 续4天上涨期间浮盈赚取57.83万元。 财通华臻量化选股混合A（021147）成立日期2024年5月6日，最新规模3463.23万。今年以来收益 18.19%，同类排名4456/8154；近一年收益18.1%，同类排名4027/8025；成立以来收益21.87%。 财通华臻量化选股混合A（021147）基金经理为朱海东、郭欣。 10月24日，科达制造涨5.12%，截至发稿，报12.94元/股，成交3.72亿元，换手率1.54%，总市值248.17 亿元。科达制造股价已经连续4天上涨，区间累计涨幅7.89%。 资料显示，科达制造股份有限公司位于广东省佛山市顺德区陈村镇广隆工业园环镇西路1号，成立日期 1996年12月11日，上市日期2002年10月10日，公司主营业务涉及建材机械、海外建材、锂电材料及设备 的生产和销售,并战略投资锂盐业务。主营业务收入构成为：海外建材46.06%，建材机械 ...

Core Viewpoint - Rongjie Co., Ltd. has seen a stock price increase of 5.04%, reaching 41.05 CNY per share, with a total market capitalization of 10.659 billion CNY, indicating strong market interest in the company [1] Company Overview - Rongjie Co., Ltd. is located in Guangzhou, Guangdong Province, and was established on August 21, 1998, with its listing date on December 5, 2007 [1] - The company primarily operates in the new energy lithium battery materials industry, which includes lithium ore mining, lithium salt processing and smelting, and lithium battery equipment manufacturing [1] - The revenue composition of the company is as follows: lithium concentrate 86.31%, lithium battery equipment 12.76%, lithium salt 0.66%, and others 0.28% [1] Fund Holdings - Jin Yuan Shun An Fund has a significant holding in Rongjie Co., with its Jin Yuan Shun An Xin Yi Mixed Initiation A Fund (022492) holding 1,900 shares, representing 0.53% of the fund's net value, making it the ninth largest holding [2] - The fund was established on March 4, 2025, with a current scale of 10.8755 million CNY and has achieved a return of 4.69% since inception [2] - Fund managers Li Rui and Chen Mingjie have varying performance records, with Li Rui having a tenure of 234 days and a best return of 4.99%, while Chen Mingjie has a tenure of 1 year and 363 days with a best return of 4.99% and a worst return of -23.25% [2]

Core Viewpoint - The restructuring plan of Sunwoda is facing unexpected challenges as the original investor, Saimaike, has been replaced by TCL, leading to legal disputes and uncertainties regarding the restructuring process [1][2][3] Group 1: Legal Disputes and Investor Changes - Saimaike has filed a lawsuit against Jiangsu New Yangzi Commerce and the restructuring manager, claiming that their exclusion from the restructuring investor group was unauthorized and seeking to invalidate the restructuring investment agreement signed on September 29 [1][2] - The court has acknowledged the case and is urging the parties involved to negotiate a resolution, indicating that the establishment of the restructuring agreement is uncertain [1][2] - The change in investors from Saimaike to TCL has raised questions about the transparency of the selection process and the validity of the decision made by the restructuring management team [7][8] Group 2: Implications for TCL and Sunwoda - TCL's involvement in the restructuring is expected to strengthen its relationship with Sunwoda and enhance its participation in upstream material research and development, improving supply chain efficiency [6] - The investment from TCL is projected to be under 500 million yuan, with the potential to acquire approximately 4.37 million shares of Sunwoda, translating to about 1.94% ownership [5] - Despite the ongoing legal issues, the overall value of Sunwoda appears to be increasing, as it continues to be a significant player in the lithium battery materials market, holding a leading position in negative electrode materials [9][10] Group 3: Historical Context and Future Outlook - Sunwoda has a remarkable history, transitioning from a clothing company to a global leader in the new energy technology sector, with a strong market presence in lithium battery materials and polarizers [9][10] - The company has achieved significant milestones, including holding 334 patents in negative electrode materials and becoming the largest supplier of polarizers globally [10] - The restructuring process is critical for Sunwoda's future, and its ability to navigate these challenges will determine its success in maintaining its market position [11][12]

10月22日，华友钴业跌1.47%，成交额30.56亿元。两融数据显示，当日华友钴业获融资买入额3.97亿 元，融资偿还4.01亿元，融资净买入-401.51万元。截至10月22日，华友钴业融资融券余额合计54.15亿 元。 截至9月30日，华友钴业股东户数25.71万，较上期增加31.78%；人均流通股7328股，较上期减少 15.22%。2025年1月-9月，华友钴业实现营业收入589.41亿元，同比增长29.57%；归母净利润42.16亿 元，同比增长39.59%。 分红方面，华友钴业A股上市后累计派现38.76亿元。近三年，累计派现28.35亿元。 机构持仓方面，截止2025年9月30日，华友钴业十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1.48亿股，相比上期减少167.23万股。华泰柏瑞沪深300ETF（510300）位居第四大流通股 东，持股2341.21万股，相比上期减少84.31万股。易方达沪深300ETF（510310）位居第六大流通股东， 持股1814.17万股，相比上期增加84.01万股。广发国证新能源车电池ETF（159755）位居第七大流通股 东，持股1641.8 ...

截至9月30日，道氏技术股东户数8.45万，较上期增加13.97%；人均流通股8137股，较上期减少 12.26%。2025年1月-9月，道氏技术实现营业收入60.01亿元，同比减少1.79%；归母净利润4.15亿元，同 比增长182.45%。 分红方面，道氏技术A股上市后累计派现6.78亿元。近三年，累计派现3.85亿元。 机构持仓方面，截止2025年9月30日，道氏技术十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1017.68万股，相比上期增加307.57万股。南方中证1000ETF（512100）位居第五大流通股 东，持股715.45万股，相比上期减少6.64万股。中航新起航灵活配置混合A（005537）位居第六大流通 股东，持股671.13万股，为新进股东。华夏中证1000ETF（159845）位居第八大流通股东，持股425.11 万股，相比上期减少8200.00股。广发中证1000ETF（560010）位居第十大流通股东，持股329.33万股， 相比上期减少13.68万股。 责任编辑：小浪快报 10月22日，道氏技术（维权）跌1.28%，成交额6.57亿元。两融数据显示，当日道氏技 ...

Core Viewpoint - The report indicates a positive long-term outlook for the Chinese equity market, with expectations of a turning point in US dollar liquidity and a commitment to high-quality economic development in China [1][6]. Financial Performance - As of the end of Q3, the net asset value of the A-class shares of the fund was 1.1172 yuan, with a quarterly growth rate of 45.58%, significantly outperforming the benchmark return of 13.49% [1][3]. - The fund's total assets exceeded 19 billion yuan, establishing it as a representative active equity product managed by the company [1]. Investment Strategy - The fund manager emphasizes a concentrated and in-depth research approach, focusing on sectors such as new energy, electronics, machinery, military industry, and Hong Kong internet stocks [6]. - The investment strategy includes three main lines for AI-themed investments: efficiency-enhancing internet leaders, companies driven by new application scenarios, and firms related to computing power and cloud services [6]. Sector Insights - In the new energy sector, the focus is on the midstream materials of lithium batteries, with an expectation of a healthy supply-demand relationship and potential shortages in certain segments next year [6]. - The military industry is showing signs of improvement in contract liabilities, indicating an upward cycle in orders, supported by increased overseas military trade demand [7]. Market Outlook - The company maintains confidence in the Chinese economy, highlighting the gradual emergence of long-term investment value in the A-share market, particularly for high-quality companies with global competitiveness [7].

市场人士分析，往往在市场缩量调整时，资金偏好向低波动、高分红资产迁移，红利类指数持续领跑。 数据显示，在上周，银行、煤炭等指数在收益排名中占据前八席，与前期领涨的铜、镍、锂电材料等周 期金属板块形成鲜明对比，反映市场风格由高弹性成长向稳健收益切换。 红利低波ETF基金（159547）跟踪中证红利低波动指数，费率全市场ETF最低一档，适合作为底层长期 配置。 今日早盘，A股市场核心指数普跌，仅几只红利指数飘红。昨天收盘，市场整体缩量，延续上周缩量调 整态势。而上周缩量调整也出现了主要股指普遍下跌，高股息板块表现突出的局面。 ...

Group 1 - The core viewpoint is that the lack of respect for intellectual property rights in the lithium battery materials industry is a significant factor contributing to intense competition and price declines, leading to profitability challenges for material companies [1] - The competition in the electrolyte sector has concluded, with electrolytes no longer being scarce; shortages are now limited to raw materials, indicating that companies solely producing electrolytes face bleak prospects [1] Group 2 - The article references the 2024 High-Performance New Energy Materials Industry Conference, highlighting ongoing developments and discussions within the industry [2] - The 2025 15th High-Performance Lithium Battery Annual Conference is mentioned, indicating a significant event for the industry, scheduled for November 18-20, 2025, in Shenzhen [5]

Group 1 - Over 70% of A-share companies that have disclosed Q3 reports reported profit growth, with 254 out of 360 companies showing a year-on-year increase in net profit, particularly in the electronics, basic chemicals, automotive, power equipment, and machinery sectors [1] - 843 A-share companies announced a total of 6620.26 billion yuan in mid-term dividends, with 595 already implemented and 255 pending [1] - The storage chip market is experiencing a "super cycle," driven by AI and increasing demand for data storage, with price increases expected to continue until 2026 [2] Group 2 - The price of lithium hexafluorophosphate has surged by 44% since September 15, driven by strong demand recovery and supply constraints, while the utilization rate of lithium iron phosphate production has reached 73.46% [3] - Goldman Sachs predicts a slow bull market in the Chinese stock market, with key indices expected to rise by about 30% by the end of 2027, driven by profit growth and revaluation potential [4] - The insurance asset management sector has seen 92.7% of products achieve positive returns this year, with equity products averaging a return of 28% [2] Group 3 - Leju Robotics completed a Pre-IPO financing round of 1.5 billion yuan, with plans for an IPO underway [9] - Wens Foodstuff Group reported a 65.02% year-on-year decline in net profit for Q3, with total revenue down by 9.76% [10] - Poly Developments reported a 75.31% year-on-year decline in net profit for the first three quarters, despite a 30.65% increase in Q3 revenue [10]

日前，锂电市场旺盛的需求向上游传导，主要原材料六氟磷酸锂价格大涨，磷酸铁锂产能利用率攀升。 据上海证券报记者统计，9月15日以来，六氟磷酸锂价格已上涨44%，尤其是最近十天左右跳涨33%。 光大证券研究所研报分析，涨价的核心驱动因素是强劲的需求复苏与供给端的紧张格局。磷酸铁锂价格 虽未出现大幅拉涨，但据则言咨询统计，9月磷酸铁锂产业产能利用率为73.46%，进入繁荣区间。磷酸 铁锂头部企业如湖南裕能、富临精工、国轩高科等继续满产，二梯队中前期尚有闲置产能的企业逐渐重 新开启，奔向满产。 六氟磷酸锂价格近期跳跃式上涨 长江有色金属网数据显示，10月21日六氟磷酸锂平均价格（长江综合）达到80750元/吨，较9月15日的 55900元/吨上涨44.45%。 尤其是国庆中秋假期后涨势迅猛，10天左右急速拉升33.14%，每吨价格上涨20100元。 "自9月中旬以来，六氟磷酸锂价格打破了长期的横盘整理态势，开启快速上行通道，最近更是出现了跳 跃式上涨。"光大证券研究所回顾称。 一位电新分析师对上海证券报记者称，六氟磷酸锂未来还可能继续上涨，其近期从产业交流中获悉，电 解液客户预期散单价可能较快达9万元/吨。 光大证券 ...