成都京东方光电科技有限公司，成立于2007年，位于成都市，是一家以从事仪器仪表制造业为主的企 业。企业注册资本2500000万人民币。通过天眼查大数据分析，成都京东方光电科技有限公司参与招投 标项目920次，专利信息5000条，此外企业还拥有行政许可522个。 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。 国家知识产权局信息显示，京东方科技集团股份有限公司取得一项名为"柔性显示面板及其制备方法、 显示装置和拼接显示装置"的专利，授权公告号CN114361204B，申请日期为2020年9月。 天眼查资料显示，京东方科技集团股份有限公司，成立于1993年，位于北京市，是一家以从事计算机、 通信和其他电子设备制造业为主的企业。企业注册资本3741388.0464万人民币。通过天眼查大数据分 析，京东方科技集团股份有限公司共对外投资了73家企业，参与招投标项目303次，财产线索方面有商 标信息775条，专利信息5000条，此外企业还拥有行政许可47个。 来源：市场资讯 ...

基金去年四季度重仓股曝光。共2977只股票入围基金重仓股名单。调仓动向显示，新进654只，增持 1128只，减持1170只，24只股票基金持股数与前一季度相比持平。 证券时报·数据宝统计，基金新进股中，机械设备行业最为集中，83只股上榜，基础化工、电子、医药 生物等行业紧随其后，分别有65只、63只、49只个股入围。从所属板块看，基金新进股中，创业板有 186只、科创板有60只、深沪主板有363只、北交所有45只。 基金新进股持股市值排行榜 基金去年四季度新进股中，从期末持股市值来看，持股市值在亿元以上的有24只，持股市值在5000万元 ~1亿元之间的有23只，持股市值1000万元~5000万元的有117只。 持股市值最高的是超捷股份，去年四季度基金持股市值合计达14.93亿元，该股共获25只基金扎堆持 有，合计持股量达974.72万股，占流通股本的比例为7.36%；其次是国城矿业，基金新进股市值达7.85 亿元，共入围33只基金重仓股名单，持股总量为2822.12万股，占流通股本的比例为2.38%；淳中科技获 基金新进301.19万股，持股市值合计达6.73亿元，位列基金新进股持股市值第三位。 基金新进股持 ...

Core Insights - As of January 22, the total market financing balance reached 2.71 trillion yuan, an increase of 39.72 billion yuan from the previous trading day [1] - A total of 1,756 stocks received net financing purchases, with 566 stocks having net purchases exceeding 10 million yuan, and 53 stocks exceeding 100 million yuan [1] - China Great Wall topped the net financing purchases with 662 million yuan, followed by China Ping An and Zhongji Xuchuang with 658 million yuan and 559 million yuan respectively [1] Individual Stock Highlights - The average financing balance as a percentage of market capitalization for stocks with significant net purchases is 4.21% [2] - The stock with the highest financing balance relative to its market capitalization is Guokewi, with a financing balance of 3.18 billion yuan, accounting for 9.71% of its market cap [2] - Other notable stocks with high financing balance percentages include Demingli (9.32%), Dongfang Caifu (8.80%), and Weichai Heavy Industry (8.22%) [2] Industry Distribution - The industries with the highest concentration of stocks receiving net financing purchases over 100 million yuan include electronics, national defense and military, and power equipment, with 13, 6, and 4 stocks respectively [1] - In terms of board distribution, 38 stocks on the main board, 10 on the ChiNext board, and 5 on the Sci-Tech Innovation board received significant net purchases [1] Financing Purchase Rankings - The top net financing purchases on January 22 included: - China Great Wall: 661.94 million yuan, with a market cap financing ratio of 4.06% [2] - China Ping An: 657.93 million yuan, with a market cap financing ratio of 4.66% [2] - Zhongji Xuchuang: 558.74 million yuan, with a market cap financing ratio of 3.42% [2] - Other significant net purchases included Runze Technology, Poly Development, and Zhongchao Holdings [1]

2025年基金四季报1月22日披露完毕。 天相投顾数据显示，截至2025年年底，全市场公募基金资产净值（含估算基金）合计超过37.64万亿 元，规模续创历史新高。主动权益基金前十大重仓股分别为中际旭创、新易盛、宁德时代、腾讯控股、 紫金矿业、阿里巴巴-W、寒武纪-U、立讯精密、贵州茅台、东山精密。 2025年四季度，尽管A股市场整体呈现震荡态势，但是指数基金规模的持续增长为A股市场带来源源不 断的增量资金。权益类基金整体维持较高仓位，部分基金在四季度继续加仓。 从仓位分布看，据兴业证券统计，主动权益基金2025年四季度末的仓位虽然比三季度末下降，但仍处于 历史第二高水平。 分行业看，据国信证券统计，在2025年四季报披露的持仓中，主动权益基金加仓居前的三个行业为有色 金属、基础化工、非银金融，分别加仓1.22、1.13、0.81个百分点；计算机、传媒、国防军工行业减仓 居前，分别减仓1.34、0.98、0.75个百分点。 去年四季度，基金加仓大周期板块，权重仅次于科技类板块。 多位基金经理表示，展望2026年，对资本市场整体环境保持相对乐观判断。基金经理对科技产业与大周 期板块的配置仍有分歧。 鹏华基金基金经 ...

去年四季度，基金加仓大周期板块，权重仅次于科技类板块。 证券时报记者 吴琦 2025年基金四季报1月22日披露完毕。 天相投顾数据显示，截至2025年年底，全市场公募基金资产净值（含估算基金）合计超过37.64万亿元，规模续创 历史新高。主动权益基金前十大重仓股分别为中际旭创、新易盛、宁德时代、腾讯控股、紫金矿业、阿里巴巴- W、寒武纪-U、立讯精密、贵州茅台、东山精密。 2025年四季度，尽管A股市场整体呈现震荡态势，但是指数基金规模的持续增长为A股市场带来源源不断的增量资 金。权益类基金整体维持较高仓位，部分基金在四季度继续加仓。 从仓位分布看，据兴业证券统计，主动权益基金2025年四季度末的仓位虽然比三季度末下降，但仍处于历史第二 高水平。 分行业看，据国信证券统计，在2025年四季报披露的持仓中，主动权益基金加仓居前的三个行业为有色金属、基 础化工、非银金融，分别加仓1.22、1.13、0.81个百分点；计算机、传媒、国防军工行业减仓居前，分别减仓 1.34、0.98、0.75个百分点。 多位基金经理表示，展望2026年，对资本市场整体环境保持相对乐观判断。基金经理对科技产业与大周期板块的 配置仍有分 ...

Core Viewpoint - The overall market risk preference has improved, with the risk scoring system indicating a recovery in valuation, expectations, and sentiment, leading to a more stable market environment [2][3]. Market Risk Scoring - The risk score for the CSI 300 Index is 60.35, up from 54.89 last month, indicating a significant recovery [2]. - The valuation score for the CSI 300 has slightly increased to 65.54 from 61.54, remaining at a near one-year high [2]. - There is a persistent valuation divergence among industries, with sectors like chemicals, steel, electronics, and real estate showing valuations above the historical 60th percentile, while agriculture, food and beverage, and non-bank financials remain below the 10th percentile [2]. Market Expectations - The market expectation score has risen to 60.00 from 50.00, reflecting a more optimistic outlook despite a projected decline in GDP growth for Q4 2025 [2]. - The government is expected to implement proactive macroeconomic policies in 2026, with a focus on coordinated monetary and fiscal measures, including an anticipated reduction in reserve requirements [2]. Market Sentiment - Market sentiment has continued to recover, with a score of 55.33, moving from a "neutral" to a "slightly positive" range [3]. - Margin financing scores have reached recent highs, indicating increased enthusiasm for leveraged investments [3]. - The willingness of long-term funds to enter the market remains stable, while volatility is at historical lows [3]. Economic Data Insights - December economic data showed weakness in fixed asset investment, real estate investment, and retail sales, but had limited impact on the bond market [8]. - The overall fixed asset investment for 2025 is projected to decline by 3.8%, primarily due to a significant drop in real estate development investment [8]. - Exports in December increased by 6.6% year-on-year, while imports rose by 5.7%, indicating strong global competitiveness despite geopolitical pressures [8]. Liquidity and Credit Conditions - In December, the total social financing increased by 2.21 trillion yuan, with a cumulative annual increase of 35.6 trillion yuan, reflecting a stable credit environment [10]. - The M2 money supply grew by 8.5% year-on-year, while M1 growth slowed, indicating a potential issue with funds not effectively flowing into the real economy [11]. Bond Market Overview - The bond market remains generally stable, with the central bank maintaining a moderately loose monetary policy [12]. - Despite supportive fundamentals and loose monetary policy, the bond market has shown average performance, with concerns about future supply pressures [12].

Core Viewpoint - The Shenzhen State-Owned Enterprises Shareholder Return Index (970064) closed at 1740.66 points, down 0.25%, with a trading volume of 37.125 billion yuan and a turnover rate of 1.46% [1] Group 1: Index Performance - On the day, 31 constituent stocks rose, with North New Building Materials leading with a 4.99% increase, while 17 stocks fell, with Shanjin International leading the decline at 2.07% [1] - The index's top ten constituent stocks include: - BOE Technology Group (sz000725) with a weight of 9.45%, closing at 4.40 yuan, down 1.35% [1] - Wuliangye Yibin (sz000858) with a weight of 9.34%, closing at 102.76 yuan, down 0.28% [1] - Hikvision (sz002415) with a weight of 7.48%, closing at 32.09 yuan, down 1.56% [1] - XCMG Machinery (sz000425) with a weight of 6.90%, closing at 10.86 yuan, down 1.54% [1] - Weichai Power (sz000338) with a weight of 6.24%, closing at 22.36 yuan, down 0.89% [1] Group 2: Capital Flow - The net outflow of main funds from the index's constituent stocks totaled 872 million yuan, while retail investors saw a net inflow of 1.149 billion yuan [1] - Detailed capital flow for selected stocks includes: - Yuexiu Capital (000987) with a main fund net inflow of 107 million yuan, but retail outflows of 54.4 million yuan [2] - Huazhong Steel (000932) with a main fund net inflow of 85.6 million yuan, but retail outflows of 33.9 million yuan [2] - Yun Aluminum (000807) with a main fund net inflow of 54.8 million yuan, but retail outflows of 68.3 million yuan [2]

国家知识产权局信息显示，联想（北京）有限公司申请一项名为"控制资源集传输"的专利，公开号 CN121368918A，申请日期为2023年6月。 专利摘要显示，本公开的各个方面涉及控制资源集传输。在本公开的解决方案的一个方面，终端设备经 由收发器接收第一CORESET的配置。基于该配置和要从第一CORESET中打孔的PRB的预定义数目，终 端设备确定第二CORESET。基于该配置，终端设备确定第二CORESET的CCE到REG映射的映射类型。 以这种方式，可以在用于窄带宽信道中的传输的合适方法中将CORESET打孔为具有较少PRB的 CORESET。可以确定用于PDDCH传输的CCE到REG映射的映射类型。因此，减轻了终端设备侧的实现 工作量，并且提高了通信性能。 天眼查资料显示，联想（北京）有限公司，成立于1992年，位于北京市，是一家以从事计算机、通信和 其他电子设备制造业为主的企业。企业注册资本565000万港元。通过天眼查大数据分析，联想（北京） 有限公司共对外投资了107家企业，参与招投标项目5000次，财产线索方面有商标信息1744条，专利信 息5000条，此外企业还拥有行政许可238个。 声明：市 ...

科创50指数今日上涨0.41%，报收1541.64点，科创板全日成交量54.84亿股，成交额3103.00亿元，加权 平均换手率为2.79%。 从杠杆资金动向看，高换手个股中，共75股近期获杠杆资金净买入，统计显示，截至1月21日，近5日融 资余额增加较多的有佰维存储、澜起科技、甬矽电子等，分别增加8.12亿元、4.32亿元、2.65亿元；融 资余额减少金额较多的有摩尔线程、震有科技、臻镭科技等，分别减少2.75亿元、1.71亿元、1.67亿 元。 | 代码 | 简称 | 最新收盘价 | 日涨跌幅（%） | 日换手率（%） | 资金净流入（万元） | | --- | --- | --- | --- | --- | --- | | 688757 | 胜科纳米 | 32.80 | 6.70 | 23.65 | 369.33 | | 688380 | 中微半导 | 43.36 | -1.90 | 20.77 | -6736.45 | | 688316 | 青云科技 | 76.87 | 20.00 | 20.43 | 9224.60 | | 688809 | 强一股份 | 345.01 | -4.90 | 18.02 ...

Group 1 - The average stock price of the Sci-Tech Innovation Board is 48.64 yuan, with 99 stocks priced over 100 yuan, and the highest priced stock is Cambrian-U at 1353.00 yuan [2] - Among the stocks priced over 100 yuan, 36 stocks increased in price today, while 62 stocks decreased, with notable gainers including Tengjing Technology and Longxin Zhongke [2] - The average premium of the stocks priced over 100 yuan relative to their issue price is 520.72%, with the highest premiums seen in companies like Shuangwei New Materials and Anji Technology [2] Group 2 - The net outflow of main funds from the stocks priced over 100 yuan today totaled 35.58 billion yuan, with significant inflows into Zhenlei Technology and Tengjing Technology [3] - The total margin financing balance for stocks priced over 100 yuan is 126.28 billion yuan, with Cambrian-U and SMIC having the highest financing balances [3] - The margin balance for stocks priced over 100 yuan is 5.72 billion yuan, with Haiguang Information and Bawei Storage leading in margin balances [3] Group 3 - The stocks priced over 100 yuan are concentrated in the electronics, computer, and machinery equipment sectors, with 49, 13, and 12 stocks respectively [2] - The highest closing price among the stocks is Cambrian-U at 1353.00 yuan, followed by Yuanjie Technology at 763.00 yuan and Moer Thread-U at 628.60 yuan [3][4] - The stock performance today shows a mixed trend, with some stocks like Tengjing Technology experiencing a significant increase of 20% [5]