广发恒誉混合A（009956）基金经理为谭昌杰。 截至发稿，谭昌杰累计任职时间13年70天，现任基金资产总规模24.72亿元，任职期间最佳基金回报 92.23%， 任职期间最差基金回报-3.04%。 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。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，广发基金旗下1只基金重仓沪光股份。广发恒誉混合A（009956）二季度持有股数4万股，占 基金净值比例为1.3%，位居第八大重仓股。根据测算，今日浮盈赚取约7.92万元。 广发恒誉混合A（009956）成立日期2020年12月8日，最新规模8223.59万。今年以来收益8.12%，同类 排名6051/8172；近一年收益15.6%，同类排名6298/7995；成立以来收益12.29%。 9月23日，沪光股份涨5.46%，截至发稿，报38.23元/股，成交1.07亿元，换手率0.65%，总市值166.98亿 元。 资料显示，昆山沪光汽车电器股份有限公司位于江苏省昆山市张浦镇沪光路 ...

融券方面，泰鸿万立9月22日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 资料显示，浙江泰鸿万立科技股份有限公司位于浙江省台州市海丰路1178号，成立日期2005年8月18 日，上市日期2025年4月9日，公司主营业务涉及公司主营业务为汽车结构件、功能件的研发、生产与销 售。主营业务收入构成为：结构件71.24%，功能件18.60%，边角料7.90%，模具2.11%，材料及其他 0.14%，其他0.01%。 截至6月30日，泰鸿万立股东户数3.83万，较上期减少68.16%；人均流通股1920股，较上期增加 214.11%。2025年1月-6月，泰鸿万立实现营业收入9.21亿元，同比增长24.70%；归母净利润9433.37万 元，同比增长42.57%。 责任编辑：小浪快报 9月22日，泰鸿万立跌0.56%，成交额7480.34万元。两融数据显示，当日泰鸿万立获融资买入额674.56 万元，融资偿还850.11万元，融资净买入-175.55万元。截至9月22日，泰鸿万立融资融券余额合计 7714.30万元。 融资方面，泰鸿万立当日融资 ...

东莞证券认为，周一，A股主要指数集体上涨。从技术分析角度看，大盘虽未出现大幅反弹，但也未出 现风险信号。低位承压后的小幅回升，折射出资金尚存耐心。目前市场成交额仍处于日均2万亿以上的 相对活跃水平，科技产业链相关催化剂持续释放，进一步强化了产业上行趋势。美联储如期降息对中长 期A股走势形成利好，同时人民币汇率被动走强，带动风险偏好改善。判断市场中期上行动能依然具备 较强可持续性。从流动性角度看，我国资本市场有望延续积极态势，居民存款向权益市场转移仍处于早 期阶段，尚需时间予以验证与强化。政策层面，相关预期或将推动新一轮配置机会。 中原证券认为，周一，上证指数全天窄幅震荡；深证成指、创业板指早盘窄幅震荡，午后一度回升，随 后震荡回落，尾盘再度回升。盘中消费电子、半导体、计算机设备以及汽车零部件等行业表现较好；旅 游酒店、能源金属、汽车服务以及化肥等行业表现较弱。货币政策将延续"适度宽松"基调，结构性政策 将是重点。8月外资总体净买入境内股票和债券，表明外资对中国资产仍然保持信心。居民储蓄正在逐 步向资本市场转移，形成持续的增量资金来源。美联储降息利好A股走势，人民币有望走强，市场风险 偏好或进一步改善。市场将在 ...

天眼查App显示，近日，扬州东腾汽车配件有限公司成立，法定代表人为李敏，注册资本300万人民 币，经营范围为许可项目：道路货物运输（不含危险货物）；房地产开发经营；道路机动车辆生产（依 法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以审批结果为准）一般项目： 汽车零部件及配件制造；印刷专用设备制造；汽车零配件批发；金属表面处理及热处理加工；喷涂加 工；新能源汽车整车销售；普通货物仓储服务（不含危险化学品等需许可审批的项目）；汽车零部件研 发；园区管理服务；装卸搬运；停车场服务；非居住房地产租赁；物业管理；会议及展览服务；劳务服 务（不含劳务派遣）；金属材料销售；汽车销售；汽车装饰用品制造；汽车装饰用品销售；汽车轮毂制 造（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

本次发行后，泽升贸易直接持有公司46.49%的股份，仍为公司控股股东；罗世兵及其配偶金丽燕 仍为公司实际控制人。 本次发行募集资金总额223,766.33万元，募集资金净额为207,748.09万元，拟用于云南友升轻量化铝 合金零部件生产基地项目（一期）、年产50万台（套）电池托盘和20万套下车体制造项目和补充流动资 金。 （责任编辑：蔡情） 中国经济网北京9月23日讯 今日，友升股份(603418)在上交所上市。 上交所：友升股份(603418) 公司是集设计、开发、生产、销售、服务于一体的专业铝合金汽车零部件制造商，公司始终专注于 轻量化汽车零部件领域，致力于推动新能源汽车的续航升级和燃油车的节能减排。 本次发行前，上海泽升贸易有限公司（以下简称"泽升贸易"）持有公司8,976.00万股股份，占本次 发行前总股本的61.99%。罗世兵及其配偶金丽燕系公司实际控制人。罗世兵现任公司董事长兼总经 理，金丽燕现任公司董事。罗世兵、金丽燕直接和间接合计控制公司70.44%的股份，其中，罗世兵直 接持有公司1.41%的股份，罗世兵通过泽升贸易控制公司61.99%的股份；金丽燕担任共青城泽升执行事 务合伙人，通过共青 ...

有投资者在互动平台向飞龙股份提问："你好，董秘，请问华为是公司直接或者间接客户吗，有哪些合 作呢？谢谢。" 针对上述提问，飞龙股份回应称："感谢您的关注！公司愿意与国内外优质客户及其供应商在汽车、充 电桩及液冷、储能等多个领域进行交流合作，进一步拓展相关业务。目前HP多个项目正在进行中，部 分项目已批量供货。" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 责任编辑：栎树 ...

Core Viewpoint - Qin'an Co., Ltd. has decided to terminate the plan to acquire 99% of Anhui Yigao Optoelectronics Co., Ltd. through a share issuance and cash payment, opting instead for a cash purchase to enhance transaction efficiency and reduce costs [1][4]. Group 1: Transaction Details - The initial plan for the acquisition was disclosed in June, but the parties involved concluded that the share issuance method could not complete the transaction within the year [4]. - The decision to switch to a cash purchase aims to maintain the stability of Yigao's core team and allow for a quicker response to market demands [4]. - A transaction intention agreement was signed on September 17, 2025, with major shareholders of Yigao for the cash purchase of the company's entire equity [4][5]. Group 2: Company Background - Yigao was established on August 25, 2020, and specializes in the R&D, production, and sales of touch screens, coated conductive glass, and vacuum coating products [5]. - The company is led by its legal representative, Rao Yiran, who also holds executive positions in several related enterprises [5]. - Shenzhen Yuan Zhi Xing Huo Private Equity Fund is the second-largest shareholder with a 20.13% stake, controlled by the Shenzhen State-owned Assets Supervision and Administration Commission [5]. Group 3: Market Context and Performance - The demand for automotive display screens is increasing, expanding the market for Yigao's products, which could complement Qin'an's existing customer resources [6]. - Qin'an, founded in 1995 and listed on the Shanghai Stock Exchange in May 2017, primarily manufactures core components for automotive engines [6]. - In 2024, Qin'an reported a revenue of 1.6 billion yuan, a year-on-year decline of 8.04%, and a net profit of 173 million yuan, down 33.7%, marking the first dual decline since 2018 [6]. - For the first half of 2025, Qin'an's total revenue was 675 million yuan, a decrease of 13.18%, while the net profit attributable to shareholders was 80.39 million yuan, an increase of 29.97% [6].

【重要新闻】 【隔夜行情】 •周一（2025年9月22日），A股市场三大指数涨跌不一，截至收盘，沪指报3828.58点，涨0.22%；深证 成指报13157.97点，涨0.67%；创业板指报3107.89点，涨0.55%。总体来看，个股跌多涨少，下跌个股 超3100只。沪深两市全天成交额2.12万亿元，较上个交易日缩量2000亿元。 •周一（2025年9月22日），港股三大指数全天水下震荡，盘中跌幅均一度扩大逾1%。截止收盘，恒生 指数跌0.76%或200.96点，报26344.14点，全日成交额为2905.37亿港元；恒生国企指数跌1.07%，报 9370.73点；恒生科技指数跌0.58%，报6257.91点。 •周一（当地时间2025年9月22日），美股三大指数均续创历史新高。截至收盘，道琼斯工业平均指数比 前一交易日上涨66.27点，收于46381.54点，涨幅为0.14%；标准普尔500种股票指数上涨29.39点，收于 6693.75点，涨幅为0.44%；纳斯达克综合指数上涨157.5点，收于22788.98点，涨幅为0.7%。 【今日新股】 今日1只新股上市，无新股申购。 友升股份，证券代码6034 ...

2025年9月23日共1只新股启动上市，为上交所主板友升股份。友升股份IPO首发价为46.36元/股，发行 市盈率为22.31倍，共发行4826.71万股，网上发行3199.1万股。公司主营业务为铝合金汽车零部件的研 发、生产和销售，专注于轻量化汽车零部件领域。 ...

Core Viewpoint - The transformation journey of YouSheng Co., from focusing on industrial aluminum profiles to specializing in high-end components for new energy vehicles, reflects the resilience and strategic foresight of Chinese automotive parts manufacturers in the face of industry changes [1][3][4]. Company Transformation - YouSheng Co. was established in 1992, initially focusing on industrial aluminum profiles with a registered capital of 4 million USD [3][4]. - The company faced operational challenges and a need for transformation around 2003 due to market saturation and external pressures from foreign shareholders [4][5]. - The strategic shift from "industrial aluminum profiles" to "automotive aluminum alloy components" was initiated by Chairman Luo Shibing, who identified the growing demand for lightweight materials in the automotive sector [5][6]. Technological Innovation - YouSheng Co. invested heavily in R&D to overcome technical barriers, forming specialized teams to enhance aluminum alloy formulations and processing techniques [6][7]. - The company has achieved significant advancements, including a 20% increase in material strength and a 30% improvement in production efficiency through proprietary technologies [7][8]. - YouSheng Co. has developed a collaborative model with clients, allowing early involvement in vehicle design, which has strengthened partnerships and facilitated entry into major automotive supply chains [7][8]. Commitment to Industry Upgrades - The company's mission has evolved from merely producing components to providing modular solutions that enhance overall vehicle performance and reduce production costs [8][9]. - YouSheng Co. has successfully reduced vehicle weight by 10% to 15% through aluminum components, contributing to lower carbon emissions [8][9]. Market Position and Achievements - The company has established itself as a key supplier for major automotive brands, including Tesla, and has received multiple industry awards for quality and innovation [10][11]. - YouSheng Co. is planning to utilize funds from its IPO to expand production capabilities, particularly in Yunnan, which is expected to enhance its market competitiveness [10][11]. Global Expansion Strategy - In 2023, YouSheng Co. initiated a global expansion strategy to meet the needs of international clients, establishing production bases in Mexico and Europe [12][13]. - The company aims to shorten delivery times and enhance responsiveness to urgent orders by situating production facilities closer to key clients [12][13]. Future Outlook - YouSheng Co. plans to continue developing higher strength and lighter aluminum materials while exploring composite components to further reduce weight in new energy vehicles [13]. - The company is focused on expanding its market share in Europe and Southeast Asia, while deepening collaborative development with clients to solidify its position in the industry [13].