5月25日，第三届中国科大国际金融研究院·中国私募证券基金排名发布活动在中国科学技术大学国 际金融研究院举行。本次活动由中国科大国际金融研究院、管理学院、科技商学院主办，国泰海通证 券、上海市浦东新区数理金融学会协办。 中国科大管理学院执行院长、科技商学院执行院长，国金院院长叶强在致辞中表示，以幻方量化为 代表的中国私募证券基金公司，持续加大人工智能技术的研发力度，正以科技之力赋能千行百业。期待 参会的头部量化机构以技术为翼，在深耕专业领域的同时，积极拓展社会价值边界，共同谱写科技赋能 的崭新篇章。 上海浦东新区数理金融学会理事长吴敌表示，学会秉持 "打造中国量化的国际化品牌" 愿景，深耕 "科技 + 金融" 深度共生路径。学会坚持以技术赋能为引擎，推动量化领域与前沿科技融合创新，同时 坚守 "向善而行" 行业底线，引领行业在合规框架内探索价值增长。 安徽省私募基金协会会长徐先炉在致辞中表示，合肥是继上海、北京之后，正式批准建设的第三个 综合性国家科学中心，是代表国家参与全球科技竞争与合作的一支重要力量。 权威发布：科学评估体系树立行业新标杆 在现场，香港大学经管学院金融学教授汤勇军以 "绿色金融的全球趋势与 ...

本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） 回顾2024年底，微盘股在经历了"924"行情的暴涨后，出现了短暂的重挫走势，一度跌超16%。而在微盘股"杀跌"之际，以银行股为代表的红利 股却"风景独好"，四大行齐创历史新高，历史经验来看，微盘股与红利股之间的跷跷板效应明显。 一般来说红利股和微盘股都有它们各自的风格周期，择时难度较大，小盘股通常具有更高的收益弹性，而红利股相对稳健。 值得关注的是，在 过去一周万得微盘股指数再创新高，申万银行指数同样创下 2021年以来新高，这种携手共进的局面似乎打破了此前冰火不相容的局面。 近期四大行创新高的强势表现，究其原因：一方面公募基金改革或带来银行仓位提升空间，另一方面，以保险资金为代表的中长期资金入市持续 带来增量资金。银行股市值大、盈利和分红稳定，股息率较高，充分体现了红利股的特征。 微盘股方面，在关税政策冲击后，央行推出基金保险公司互换便利、股票回购增持再贷款，总额度8000亿的两项货币政策、支持中央汇金公司 发挥好类"平准基金"，一系列政策扩张市场流动性下，小盘成长行情进一步加强。 近年来，红利高股息策略近年来持续受到市场关注，其中长端利率下 ...

Group 1: Xiangsheng Medical - The company emphasizes shareholder returns, with a 2024 dividend plan of 10 CNY per 10 shares, totaling 112 million CNY, which accounts for 79.62% of net profit [1] - In 2024, the company plans to invest nearly 80 million CNY in R&D, with 48 new patent authorizations and 5 domestic and 35 international market access licenses [1] - The breast artificial intelligence ultrasound robot is designed for breast cancer screening, integrating ultrasound, robotics, and AI technology for large-scale patient screening [1] - The company is mitigating risks from US tariffs through global market expansion and ODM models, aiming to build a global supply chain and explore emerging markets [1] Group 2: Boteng Co., Ltd. - Despite external uncertainties, the company remains a key supply chain partner for clients, with limited impact from current tariff policies as products fall within the exemption range [2] - The company's gross margin fluctuations are mainly influenced by domestic market conditions and new business losses, while overseas markets and core business margins remain stable [2] - The company has increased production and R&D capabilities through acquisitions and self-construction, with a growing order backlog expected to convert into revenue in 2024 and 2025 [2] - New molecular business is growing rapidly, but the timeline for reaching breakeven is uncertain, with 2025 capital expenditures focused on overseas expansion and upgrading existing capacities [2] Group 3: ST Huatuo - The company focuses on evergreen game categories like SLG and match-3 games, emphasizing innovation and scalability [3] - The company believes that the trend for SLG games is favorable due to ease of operation and strong user retention, although successful teams are limited [3] - The company plans to leverage cost reduction and efficiency improvements to return to traditional advantages and explore overseas markets [3] - The company is optimistic about AI game development, hosting innovation competitions while maintaining a cautious short-term outlook [3]