张艺敏累计任职时间5年30天，现任基金资产总规模2.87亿元，任职期间最佳基金回报23.1%， 任职期 间最差基金回报-40.75%。 中银证券创业板ETF（159821）成立日期2020年9月29日，最新规模2284.25万。今年以来收益46.02%， 同类排名809/4220；近一年收益41.35%，同类排名1090/3855；成立以来收益16.62%。 中银证券创业板ETF（159821）基金经理为刘先政、张艺敏。 截至发稿，刘先政累计任职时间7年259天，现任基金资产总规模2.87亿元，任职期间最佳基金回报 118.04%， 任职期间最差基金回报-34.66%。 10月13日，阳光电源跌5.06%，截至发稿，报139.10元/股，成交74.17亿元，换手率3.31%，总市值 2883.84亿元。阳光电源股价已经连续3天下跌，区间累计跌幅11.2%。 资料显示，阳光电源股份有限公司位于安徽省合肥市高新区习友路1699号,香港湾仔皇后大道东248号大 新金融中心40楼，成立日期2007年7月11日，上市日期2011年11月2日，公司主营业务涉及太阳能、风 能、储能、电动汽车等新能源电源设备的研发、生产、销 ...

Core Viewpoint - The company, Sungrow Power Supply Co., Ltd., has submitted an application for a dual listing in Hong Kong, aiming for an "A+H" listing to enhance its capital market presence and support its growth in the renewable energy sector [1] Company Overview - Sungrow Power is a national key high-tech enterprise focused on the research, production, sales, and service of renewable energy power equipment, including solar, wind, energy storage, hydrogen energy, electric vehicles, and charging [1] - The company's main products include photovoltaic inverters, energy storage systems, wind power converters and drives, water surface photovoltaic systems, electric vehicle control and power systems, charging equipment, renewable energy hydrogen production systems, and smart energy operation and maintenance services [1] Financial Performance - In the first half of 2025, the company achieved an operating revenue of approximately 43.533 billion yuan, representing a year-on-year growth of 40.34% [1] - The net profit attributable to shareholders for the same period was approximately 7.735 billion yuan, reflecting a year-on-year increase of 55.97% [1] Market Position - As of September 30, the company's A-share price was reported at 161.98 yuan per share, with a total market capitalization of 335.8 billion yuan [1]

文/华夏ESG观察联盟 企业介绍 减排措施： 阳光电源股份有限公司是一家专注于太阳能、风能、储能、氢能、电动汽车及充电等新能源电源设备研 发、生产、销售和服务的国家重点高新技术企业。主要产品有光伏逆变器、风电变流及传动产品、储能 系统、水面光伏系统、新能源汽车电控及电源系统、充电设备、可再生能源制氢系统、智慧能源运维服 务等。公司核心产品光伏逆变器先后通过TÜV、CSA、SGS等多家国际权威认证机构的认证与测试，已 批量销往全球180多个国家和地区。截至2024年12月底，公司在全球市场已累计实现电力电子转换设备 装机超740GW。 实践案例 阳光电源将应对气候变化融入公司整体战略，设定气候目标：承诺2028年实现运营层面碳中和（范围 1+2），2038年实现供应链碳中和（范围1+2+3），2048年实现供应链净零排放（范围1+2+3）。 1.范围一 （生产制造直接排放）：电动汽车逐渐取代燃油车，不再新增燃油车；电动叉车取代燃油叉 车；推进食堂气改电方案，新建食堂均为用电类型；公司配电系统不再新增含SF6的环网柜。 2.范围二（能源使用间接排放）：提高可再生电力使用比例；实施节能改造，降低单位产品能耗。为持 ...

1.范围一 （生产制造直接排放）：电动汽车逐渐取代燃油车，不再新增燃油车；电动叉车取代燃油叉 车；推进食堂气改电方案，新建食堂均为用电类型；公司配电系统不再新增含SF6的环网柜。 2.范围二（能源使用间接排放）：提高可再生电力使用比例；实施节能改造，降低单位产品能耗。为持 续提高能源利用效率，公司通过技术节能和管理节能等方式，不断优化能源管理体系，推动节能减排。 2024年，公司节约电力约2525MWh，绿色电力使用比例达70%。 3.范围三： 价值链上游间接排放：要求供应商提供碳盘查和物料碳足迹数据，逐步建立公司供应商物料碳数据库； 对供应商进行ESG审核和评估；提高绿色包装材料使用率。 价值链下游间接排放：优化运输路线和物流网络，提高运输车辆中电动和混动车辆比例。开发及推广低 碳产品等。 文/华夏ESG观察联盟 企业介绍 阳光电源股份有限公司是一家专注于太阳能、风能、储能、氢能、电动汽车及充电等新能源电源设备研 发、生产、销售和服务的国家重点高新技术企业。主要产品有光伏逆变器、风电变流及传动产品、储能 系统、水面光伏系统、新能源汽车电控及电源系统、充电设备、可再生能源制氢系统、智慧能源运维服 务等。公司核 ...

Group 1 - The core viewpoint of the news is that Yangguang Electric Power has seen a significant increase in its stock price, rising 1.11% to 142.55 CNY per share, with a total market capitalization of 295.54 billion CNY and a cumulative increase of 6.44% over the past four days [1] - Yangguang Electric Power Co., Ltd. is based in Hefei, Anhui Province, and was established on July 11, 2007. It was listed on November 2, 2011. The company specializes in the research, production, sales, and service of renewable energy power equipment, including solar, wind, energy storage, and electric vehicles [1] - The revenue composition of Yangguang Electric Power includes: energy storage systems 40.89%, photovoltaic inverters and other power electronic conversion devices 35.21%, new energy investment and development 19.29%, others 2.86%, and photovoltaic power station generation 1.75% [1] Group 2 - From the perspective of major fund holdings, a fund under Bank of China Securities has a significant position in Yangguang Electric Power. The Bank of China Securities ChiNext ETF (159821) reduced its holdings by 2,200 shares in the second quarter, holding a total of 9,660 shares, which accounts for 2.87% of the fund's net value [2] - The Bank of China Securities ChiNext ETF (159821) was established on September 29, 2020, with a latest scale of 22.84 million CNY. It has achieved a return of 47.63% this year, ranking 604 out of 4,222 in its category, and a return of 105.78% over the past year, ranking 398 out of 3,804 [2] Group 3 - The fund managers of the Bank of China Securities ChiNext ETF (159821) are Liu Xianzheng and Zhang Yimin. Liu has a cumulative tenure of 7 years and 234 days, with the fund's total asset size at 287 million CNY, achieving a best return of 118.04% and a worst return of -34.66% during his tenure [3] - Zhang has a cumulative tenure of 5 years and 5 days, with the same fund asset size of 287 million CNY, achieving a best return of 21.34% and a worst return of -40.75% during his tenure [3]

Group 1 - The core viewpoint of the news is the recent performance and market position of Yangguang Electric Power, which has seen a stock price increase and significant trading volume [1] - Yangguang Electric Power's stock price rose by 1.11% to 142.55 CNY per share, with a total market capitalization of 295.54 billion CNY and a trading volume of 19.13 billion CNY [1] - The company has experienced a cumulative increase of 6.44% over the past four days, indicating positive market sentiment [1] Group 2 - Yangguang Electric Power's main business segments include energy storage systems (40.89%), photovoltaic inverters and power electronic conversion devices (35.21%), new energy investment and development (19.29%), and other services (2.86%) [1] - The company was established on July 11, 2007, and went public on November 2, 2011, focusing on renewable energy equipment development, production, sales, and services [1] Group 3 - The West Fund has a significant position in Yangguang Electric Power, with its West Fund Growth ETF (159814) holding 400,700 shares, accounting for 4.25% of the fund's net value [2] - The fund has seen a floating profit of approximately 625,100 CNY today and a total of 3.46 million CNY during the four-day stock price increase [2] - The West Fund Growth ETF was established on June 19, 2020, and has achieved a year-to-date return of 57.42% [2]

Group 1 - The core viewpoint of the news is the performance and market position of Yangguang Electric Power, which saw a stock price increase of 5.14% to 140.80 CNY per share, with a total market capitalization of 291.9 billion CNY [1] - Yangguang Electric Power, established on July 11, 2007, and listed on November 2, 2011, specializes in the research, production, sales, and service of renewable energy equipment, including solar, wind, energy storage, and electric vehicles [1] - The company's revenue composition includes 40.89% from energy storage systems, 35.21% from photovoltaic inverters and other power electronic conversion devices, 19.29% from new energy investment and development, 2.86% from other sources, and 1.75% from photovoltaic power station generation [1] Group 2 - From the perspective of fund holdings, Huafu Fund has a significant position in Yangguang Electric Power, with its Huafu Zhongzheng Kechuang Chuangye 50 Index Enhanced A fund holding 36,300 shares, representing 3.93% of the fund's net value [2] - The fund has achieved a year-to-date return of 47.08% and a one-year return of 95.05%, ranking 477 out of 4222 and 495 out of 3802 respectively in its category [2] - The fund manager, Zhang Ya, has a tenure of 18 years and 308 days, with a total fund asset size of 10.56 billion CNY, while the co-manager, Gao Zhe, has a tenure of 7 years and 207 days, managing assets of 4.786 billion CNY [3]

Group 1 - The core viewpoint of the news is the performance and market position of Yangguang Electric Power, which saw a 5.01% increase in stock price, reaching 134.73 yuan per share, with a total market capitalization of 279.32 billion yuan [1] - Yangguang Electric Power, established on July 11, 2007, and listed on November 2, 2011, specializes in the research, production, sales, and service of renewable energy power equipment, including solar, wind, energy storage, and electric vehicles [1] - The company's revenue composition includes 40.89% from energy storage systems, 35.21% from photovoltaic inverters and other power electronic conversion devices, 19.29% from new energy investment and development, 2.86% from other sources, and 1.75% from photovoltaic power station generation [1] Group 2 - From the perspective of fund holdings, one fund under Caitong Fund has a significant position in Yangguang Electric Power, with Caitong Digital Economy Select Mixed Fund A holding 6,400 shares, accounting for 2.64% of the fund's net value [2] - The Caitong Digital Economy Select Mixed Fund A has achieved a year-to-date return of 25.51% and a one-year return of 49.81%, ranking 2853 out of 8175 and 2763 out of 7982 respectively [2] - The fund was established on June 4, 2024, with a current scale of 13.902 million yuan, and has generated an estimated floating profit of approximately 41,200 yuan [2]

Core Viewpoint - The company, Sunshine Power, is experiencing a decline in stock price while planning to expand its global presence through an H-share issuance on the Hong Kong Stock Exchange, aiming to enhance its international brand image and diversify financing channels [1] Financial Performance - For the first half of 2025, the company reported a revenue of 43.533 billion yuan, representing a year-on-year growth of 40.34% [1] - The net profit attributable to shareholders reached 7.735 billion yuan, showing a year-on-year increase of 55.97% [1] - The company plans to distribute a cash dividend of 9.50 yuan for every 10 shares [1] Business Operations - Sunshine Power specializes in the research, production, sales, and service of renewable energy equipment, including solar, wind, energy storage, and electric vehicle systems [1] - The company has established the AIDC division, focusing on overseas markets, leveraging its technological expertise in power supply and electronic power conversion [1] - The company is recognized as a national key high-tech enterprise, with a product range that includes photovoltaic inverters, wind power converters, energy storage systems, and electric vehicle drive systems [1]

Core Viewpoint - Sunshine Power experienced a decline of 5.13% on August 26, with a stock price of 97.34 CNY per share and a total market capitalization of 201.806 billion CNY [1] Company Overview - Sunshine Power Co., Ltd. is located in Hefei, Anhui Province, established on July 11, 2007, and listed on November 2, 2011. The company specializes in the research, production, sales, and service of renewable energy power equipment, including solar, wind, energy storage, and electric vehicles [1] - The revenue composition of Sunshine Power includes: 40.89% from energy storage systems, 35.21% from photovoltaic inverters and other power electronic conversion devices, 19.29% from new energy investment and development, 2.86% from other sources, and 1.75% from photovoltaic power station generation [1] Fund Holdings - According to data, one fund under Bank of China Securities holds Sunshine Power as a significant position. The Bank of China Securities ChiNext ETF (159821) reduced its holdings by 2,200 shares in the second quarter, maintaining 9,660 shares, which accounts for 2.87% of the fund's net value, ranking as the seventh largest holding [2] - The Bank of China Securities ChiNext ETF (159821) was established on September 29, 2020, with a latest scale of 22.8425 million CNY. Year-to-date returns are 29.67%, ranking 1175 out of 4222 in its category; the one-year return is 79.68%, ranking 713 out of 3764; and since inception, the return is 3.56% [2] Fund Manager Performance - The fund managers of the Bank of China Securities ChiNext ETF (159821) include Ji Wei, Liu Xianzheng, and Zhang Yimin. Ji Wei has a tenure of 9 years and 342 days, with a total fund asset size of 253 million CNY, achieving a best return of 53.44% and a worst return of -39.5% during his tenure [3] - Liu Xianzheng has a tenure of 7 years and 211 days, with a total fund asset size of 287 million CNY, achieving a best return of 118.04% and a worst return of -34.66% during his tenure [3] - Zhang Yimin has a tenure of 4 years and 347 days, with a total fund asset size of 287 million CNY, achieving a best return of 17.59% and a worst return of -40.75% during his tenure [3]