登录新浪财经APP 搜索【信披】查看更多考评等级 根据《中华人民共和国证券投资基金法》《公开募集证券投资基金运作管理办法》《招商智星稳健配置 混合型基金中基金（FOF-LOF）基金合同》（以下简称《基金合同》或基金合同）的有关规定，招商 智星稳健配置混合型基金中基金（FOF-LOF）（以下简称本基金）可能触发基金合同终止情形。现将 相关事宜公告如下： 一、本基金基本信息 二、可能触发基金合同终止的情形说明 基金名称：招商智星稳健配置混合型基金中基金（FOF-LOF） 基金简称：招商智星稳健配置混合（FOF-LOF） 基金代码：招商智星稳健配置混合（FOF-LOF）A：161730 招商智星稳健配置混合（FOF-LOF）C：013944 招商智星稳健配置混合（FOF-LOF）D：022182 基金运作方式：契约型开放式 基金合同生效日：2022年6月8日 基金管理人名称：招商基金管理有限公司 基金托管人名称：中国银行股份有限公司 2026年1月17日 根据《基金合同》第五部分"基金备案"中的约定："基金合同生效后，连续20个工作日出现基金份额持 有人数量不满200人或者基金资产净值低于5000万元情形的，基金管 ...

关于A股市场，摩根资产管理中国权益均衡成长组资深基金经理李德辉指出，2026年国内流动性环境保 持宽松，政策面对市场呵护态度明确，经济展现出较强韧性，宏观环境整体有利于股市表现。行业配置 上，他主要看好五大方向：一是受AI算力需求持续扩张带动的光模块环节；二是在储能与商用车需求 推动下有望维持高增长的锂电池行业；三是因供需格局改善而具备配置价值的有色金属，如铜、铝；四 是有望受益于海外需求扩张的机械板块；五是半导体领域中专注于国产GPU、设备及耗材等替代环节的 标的。"这些板块当前景气度与估值水平较为匹配，我们将保持持续重点关注。" 摩根资产管理中国ETF及指数业务总监毕雪分享了全球ETF市场的最新趋势。她指出，指数化投资浪潮 依然强劲，彭博数据显示，截至2025年10月末，全球ETF净流入达1.7万亿美元，总规模已攀升至19万 亿美元，市场呈现"美国主导、亚太崛起（中国领跑）"的格局。其中，亚太地区ETF总规模达2.35万亿 美元，中国内地市场增速显著，是近一年亚太地区净流入最大的市场。 从ETF产品演进趋势看，毕雪指出，海外ETF发展正从早期的费率竞争，转向主动化管理、结构化策略 以及资产类别多元化的新阶 ...

Group 1 - The core point of the article is that Huatai Fund Management Co., Ltd. has increased its stake in 3SBio Inc. by acquiring 1.4925 million shares at a price of HKD 28.1794 per share, totaling approximately HKD 42.0578 million [1] - After the acquisition, the total number of shares held by Huatai Fund is approximately 153 million, representing a holding percentage of 6.02% [1]

Core Viewpoint - The A-share market is experiencing an unprecedented tug-of-war between bulls and bears, highlighted by significant net outflows from major ETFs and a surge in leveraged funds [1][9][11]. Group 1: ETF Market Activity - Major broad-based ETFs saw a net outflow of 700 billion, with the total margin balance exceeding 2.7 trillion for the first time in history [1]. - The trading volume of ETFs reached a record high of 752.25 billion, marking the third consecutive day of record-breaking activity [1]. - Multiple broad-based ETFs, including the Huatai-PineBridge CSI 300 ETF and the Huaxia CSI 300 ETF, recorded transaction volumes exceeding 20 billion, with the latter seeing a nearly 20-fold increase compared to January 14 [2][4]. Group 2: Institutional Fund Flows - The top ten ETFs with the highest net outflows were all broad-based ETFs, totaling 715 billion in outflows, with the Huatai-PineBridge CSI 300 ETF alone experiencing a net outflow of 200 billion [9][10]. - Institutional funds showed a net outflow across nearly all major ETFs, indicating a trend of selling pressure despite high trading volumes [4][5]. Group 3: Leverage and Margin Trading - Leveraged funds have been aggressively buying, with net purchases of 206 billion on January 15, contributing to a total of 1.77 trillion in net purchases over the first nine trading days of the year [13][15]. - The current pace of leveraged fund inflows suggests that they could match last year's total net purchases in just over 25 trading days [15]. Group 4: Market Sentiment and Regulatory Environment - The market is showing signs of cooling, with regulatory measures aimed at tempering excessive speculation following a period of high trading volumes and bullish sentiment [11][19]. - The shift in regulatory stance is seen as a response to the rapid increase in trading activity, particularly after three consecutive days of trading volumes exceeding 3 trillion [19][20]. Group 5: Wealth Transfer and Investment Trends - A significant portion of the 160 trillion in household savings is being reallocated, which could have profound implications for the capital markets [21][30]. - The upcoming maturity of long-term deposits, estimated at 32 trillion, coincides with a bullish market environment, potentially leading to increased equity market participation [25][26].

信澳量化先锋混合(LOF)A/C成立于2020年02月04日，截至2026年01月15日，其今年来收益率为 3.09%、3.05%，成立来收益率为21.49%、15.86%，累计净值为1.2358元、1.1845元。 | 基金名称 | 信澳量化先锋混合型证券投资基金(LOF) | | --- | --- | | 基金简称 | 信澳量化先锋混合(LOF) | | 基金主代码 | 166109 | | 基金管理人名称 | 信达澳亚基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》、 《基金管理公司投资管理人员管理指导意见》 | | 基金经理变更类型 | 增聘基金经理、解聘基金经理 | | 新任基金经理姓名 | 王宇豪 | | 离任基金经理姓名 | 冯玺祥 | 中国经济网北京1月16日讯 今日，信达澳亚基金公告，信澳量化先锋混合（LOF）增聘王宇豪，冯 玺祥离任。 王宇豪曾任中泰证券股份有限公司研究员、广发证券股份有限公司分析师，2022年10月加入信达澳 亚基金管理有限公司先后任研究员、投资经理。现任公司基金经理。 (责任编辑：康博) ...

永赢半导体产业智选混合发起A（015967）成立日期2022年9月22日，最新规模8.58亿。今年以来收益 7.46%，同类排名1987/8847；近一年收益76.86%，同类排名580/8094；成立以来收益88.59%。 永赢半导体产业智选混合发起A（015967）基金经理为张海啸。 截至发稿，张海啸累计任职时间2年233天，现任基金资产总规模102.43亿元，任职期间最佳基金回报 94.63%， 任职期间最差基金回报-19.48%。 1月16日，洪田股份涨5.07%，截至发稿，报50.53元/股，成交2.16亿元，换手率2.10%，总市值105.10亿 元。 资料显示，江苏洪田科技股份有限公司位于江苏省苏州市相城区高铁新城青龙港路60号港口大厦12层 1211室，成立日期2001年10月29日，上市日期2015年12月10日，公司主营业务涉及从事石油、天然气及 页岩气钻采设备的研发、生产和销售。主营业务收入构成为：油电气类分部59.08%，电解铜箔设备业 40.92%。 从洪田股份十大流通股东角度 数据显示，永赢基金旗下1只基金位居洪田股份十大流通股东。永赢半导体产业智选混合发起A （015967）三季 ...

投资界12月29日消息，上海大零号湾私募基金管理有限公司发布公告，公示了上海大零号湾新质领航基 金第一批基金管理机构公开遴选结果，经相应遴选程序，闵行区基金联席工作专班审议并票决确定了上 海大零号湾新质领航基金第一批基金中选机构名单，基金项目为：上海紫竹小苗朗鲲创业投资合伙企业 (有限合伙)，中选机构为：上海小苗朗程投资管理有限公司。 | 序号 | 基金项目 | 中选机构 | 机构品牌 | | --- | --- | --- | --- | | | 上海紫竹小苗朗鲲创业投资 上海小苗朗程投资管 | | 小苗朗程 | | | 合伙企业(有限合伙) | 理有限公司 | | 来源：大零号湾发布 ...

Group 1 - The core point of the article highlights that Chengyitong's stock price dropped by 5.28% to 24.24 CNY per share, with a trading volume of 174 million CNY and a turnover rate of 2.69%, resulting in a total market capitalization of 6.619 billion CNY [1] - Chengyitong, established on July 22, 2003, and listed on March 19, 2015, specializes in providing overall solutions for pharmaceutical and biopharmaceutical automation control systems, as well as the research, production, and sales of rehabilitation medical devices [1] - The revenue composition of Chengyitong includes 54.65% from control systems, 28.89% from rehabilitation medical devices, and 16.47% from system equipment and others [1] Group 2 - Longcheng Fund's Longcheng Consumption Value Mixed A (200006) fund is among the top ten circulating shareholders of Chengyitong, holding 2 million shares, which accounts for 0.77% of the circulating shares, with an estimated floating loss of approximately 2.7 million CNY [2] - The Longcheng Consumption Value Mixed A fund was established on April 6, 2006, with a latest scale of 516 million CNY, achieving a year-to-date return of 21.73% and a one-year return of 44.1% [2] - The fund manager, Long Yufei, has been in position for 8 years and 93 days, with the fund's total asset scale at 780 million CNY, achieving a best return of 61.42% and a worst return of -8.9% during his tenure [3] Group 3 - Longcheng Consumption Value Mixed A (200006) fund has Chengyitong as its ninth largest heavy stock, holding 2 million shares, which represents 4.74% of the fund's net value, with an estimated floating loss of around 2.7 million CNY [4]

Group 1 - The core viewpoint of the news is that Mingyang Electric has seen a stock price increase of 5.16%, reaching 47.70 CNY per share, with a total market capitalization of 14.892 billion CNY as of the report date [1] - Mingyang Electric, established on November 27, 2015, and listed on June 30, 2023, specializes in the research, production, and sales of power distribution and control equipment for the renewable energy and new infrastructure sectors [1] - The main revenue composition of Mingyang Electric includes: box-type substations (53.70%), transformers (16.36%), complete switchgear (14.76%), and other products (13.51%) [1] Group 2 - Among the top circulating shareholders of Mingyang Electric, a fund under Southern Fund, the Southern CSI 1000 ETF (512100), has entered the top ten shareholders, holding 1.4295 million shares, which is 0.89% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) has a total scale of 76.63 billion CNY and has achieved a year-to-date return of 8.51%, ranking 1463 out of 5531 in its category [2] - The fund has a one-year return of 44.65%, ranking 1681 out of 4215 in its category, and a return of 24.1% since its inception [2]

Core Viewpoint - Longqi Technology's quantitative timing strategy products have achieved historic highs, demonstrating the effectiveness of their investment strategies over nearly a decade [2][5]. Group 1: Product Performance - Longqi Technology's "Longqi Superstar No. 1" has achieved a cumulative return of ***% since its inception in April 2016, with an annualized return of ***% as of January 9, 2026 [2][15]. - The "Longqi Technology Innovation Select No. 1 C Class" product led the billion-level quantitative stock selection products in 2025 with a return of ***%, benefiting from the technology boom [2][4]. - Other notable products include "Longqi Stock Quantitative Long No. 1" and "Longqi Quantitative Long No. 5 A Class" which also ranked among the top ten quantitative stock selection products [2]. Group 2: Investment Strategy - Longqi Technology emphasizes a systematic approach to capture the benefits of technological changes and navigate high-volatility cycles through a quantitative investment system [7][8]. - The company integrates fundamental logic, industry trend data, and quantitative models to identify high-quality targets with growth certainty and reasonable valuations [7][8]. - The "Technology Innovation Select" strategy focuses on the dual innovation of the Science and Technology Innovation Board and the Growth Enterprise Market, aiming to leverage high growth potential and industry upgrade dividends [11]. Group 3: Market Context - The current market is characterized by a redefinition of growth boundaries driven by hard technology, with opportunities emerging in artificial intelligence, semiconductor autonomy, new energy, biotechnology, and enterprise digitalization [7]. - Longqi Technology's investment philosophy is rooted in a long-term perspective, avoiding short-term noise and focusing on sustainable value creation [12][16].