中金精选股票A（024709）基金经理为高懋。 截至发稿，高懋累计任职时间2年271天，现任基金资产总规模9.13亿元，任职期间最佳基金回报 22.26%， 任职期间最差基金回报-1%。 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 9月25日，汇创达涨5.34%，截至发稿，报36.28元/股，成交1.84亿元，换手率4.24%，总市值62.75亿 元。 资料显示，深圳市汇创达科技股份有限公司位于广东省深圳市宝安区石岩街道爱群路同富裕工业区2-2 栋，成立日期2004年2月2日，上市日期2020年11月18日，公司主营业务涉及导光结构件及组件、精密按 键开关结构件及组件的研发、设计、生产和销售。主营业务收入构成为：信号传输元器件及组件 47.97%，导光结构件及组件25.45%，光学膜片13.08%，代工业务7.26%，新能源结构组件3.77%，其他 (补充)1.62%，配件及其他0.86%。 从基金十大重仓股角度 数据显示，中金基金旗下1只基金重仓 ...

9月25日，华丰科技涨5.04%，截至发稿，报108.18元/股，成交13.46亿元，换手率7.05%，总市值498.70 亿元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模649.53亿。今年以来收益27.85%，同 类排名1954/4220；近一年收益63.96%，同类排名1325/3820；成立以来收益13.14%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间6年324天，现任基金资产总规模949.76亿元，任职期间最佳基金回报 137.49%， 任职期间最差基金回报-15.93%。 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。 资料显示，四川华丰科技股份有限公司位于四川省绵阳市经开区三江大道118号，成立日期1994年11月 21日，上市日期2023年6月27日，公司主营业务涉及长期从事光、电连接器及线缆组件的研发、生产、 销售,并为客户提供系统解决方案。主营业务收入构成为：组件61.65 ...

Group 1 - The core viewpoint of the news is that Darui Electronics has seen a stock price increase of 5.07%, reaching 71.55 CNY per share, with a total market capitalization of 9.524 billion CNY [1] - Darui Electronics, established on September 16, 2003, specializes in the research, production, and sales of electronic functional and structural components, as well as related 3C intelligent assembly automation equipment [1] - The revenue composition of Darui Electronics includes 41.64% from new energy structural and functional components, 30.73% from electronic structural components, 25.68% from consumer electronic functional components, 1.05% from 3C intelligent assembly automation equipment, and 0.91% from other sources [1] Group 2 - Jin Xin Fund has a significant holding in Darui Electronics, with its Jin Xin Minchang Mixed A Fund increasing its stake by 17,800 shares in the second quarter, now holding 62,400 shares, which accounts for 4.26% of the fund's net value [2] - The Jin Xin Minchang Mixed A Fund has achieved a year-to-date return of 39.14%, ranking 2099 out of 8173 in its category, and a one-year return of 32.06%, ranking 4642 out of 8003 [2] Group 3 - The fund managers of Jin Xin Minchang Mixed A are Liu Shang and Tan Zhiming, with Liu having a tenure of 34 days and a total fund size of 113 million CNY, while Tan has a tenure of 169 days with a fund size of 142 million CNY [3] - Liu's best fund return during his tenure is 0.32%, while the worst is -8.22%, and Tan's best return is 50.41% with a worst return of 3.57% [3]

9月24日，英唐智控涨1.51%，成交额11.11亿元。两融数据显示，当日英唐智控获融资买入额1.70亿 元，融资偿还1.10亿元，融资净买入5980.76万元。截至9月24日，英唐智控融资融券余额合计13.89亿 元。 机构持仓方面，截止2025年6月30日，英唐智控十大流通股东中，香港中央结算有限公司位居第九大流 通股东，持股376.23万股，为新进股东。华夏创成长ETF（159967）退出十大流通股东之列。 责任编辑：小浪快报 融资方面，英唐智控当日融资买入1.70亿元。当前融资余额13.89亿元，占流通市值的10.09%，融资余 额超过近一年90%分位水平，处于高位。 截至6月30日，英唐智控股东户数7.93万，较上期减少1.00%；人均流通股13144股，较上期增加1.01%。 2025年1月-6月，英唐智控实现营业收入26.39亿元，同比增长3.52%；归母净利润3073.58万元，同比减 少14.12%。 分红方面，英唐智控A股上市后累计派现2.79亿元。近三年，累计派现0.00元。 融券方面，英唐智控9月24日融券偿还300.00股，融券卖出1.06万股，按当日收盘价计算，卖出金额 12.85 ...

（编辑 姚尧） 证券日报网讯 9月24日晚间，火炬电子发布公告称，2025年半年度利润分配方案为A股每股现金红利 0.16元（含税），股权登记日为2025年10月9日，除权（息）日为2025年10月10日。 ...

调研基本信息投资者活动关系类别：特定对象调研时间：2025年9月24日（周三）地点：河北省石家庄 市鹿泉经济开发区昌盛大街21号参与单位名称：光大证券、中国银河证券、信达澳亚基金、长江证券、 兴业证券、东北证券、国信证券、浙商证券、中信证券、海通通信上市公司接待人员姓名：副总经理邹 勇明；副总经理、财务总监、董事会秘书董惠；证券部相关工作人员 9月24日，河北中瓷电子科技股份有限公司（证券代码：003031，证券简称：中瓷电子）接待了包括光 大证券、中国银河证券等在内的10家机构的特定对象调研。公司副总经理邹勇明、副总经理兼财务总监 及董事会秘书董惠等相关人员参与接待。以下为本次调研的详细情况： 调研精彩要点上半年净利润增长原因：2025年上半年净利润增长得益于高端产品放量，同时降本增效成 果显著，公司盈利能力大幅提升。行业发展机遇：AI算力需求增长推动数字经济发展，带动半导体、 通信等行业持续增长，光模块等电子元器件和半导体设备市场规模上升。在第三代半导体氮化镓通信基 站射频芯片与器件领域，公司将进一步提升市场占有率；碳化硅功率模块领域，上半年碳化硅芯片晶圆 工艺线由6英寸升级为8英寸，已通线，处于产品升级 ...

随着 AI 算力需求的持续增长，将推动数字经济蓬勃发展， 带动半导体、通信、消费电子、新能源汽车等行业持续增长，以 光模块为代表的电子元器件和半导体设备等行业市场规模持续 上升。第三代半导体氮化镓通信基站射频芯片与器件领域，紧密 围绕战略目标，坚持"市场牵引、科技驱动"，在保持现有优势 的基础上，进一步提升市场占有率，保障公司持续、健康、稳定 发展。第三代半导体碳化硅功率模块及其应用领域，上半年碳化 硅芯片晶圆工艺线经过升级改造由 6 英寸升级为 8 英寸，目前已 通线，处于产品升级及客户导入阶段，今后将有效提升国联万众 碳化硅功率产品的市场竞争力。 3.公司光模块陶瓷产品中哪一类产品增长幅度较大？ 光通信市场的繁荣给公司光通讯相关产品领域订单带来增 长，公司氮化铝多层薄厚膜产品实现快速增长，产品应用于高频 高速光模块中，应用于 AI 智能和数据中心等新场景。公司时刻 关注该类产品更新换代趋势，紧跟市场及技术方向来加快新产品 开发，产品结构将随市场需求变化而调整。公司在积极开展现有 业务的同时，也在不断探索和跟进行业发展趋势及市场需求。 4.公司电子陶瓷领域目前产能利用率如何？ 公司产能利用率始终维持在较高水 ...

Company Overview - Changying Precision (SZ 300115) announced a scheduled institutional research meeting on September 23, 2025, from 16:00 to 17:00, with participation from Chairman Chen Qixing and other executives to address investor inquiries [1] - As of the report, Changying Precision has a market capitalization of 54.1 billion yuan [1] Revenue Composition - For the year 2024, the revenue composition of Changying Precision is as follows: electronic components account for 69.04%, new energy product components account for 30.79%, and intelligent equipment manufacturing accounts for 0.17% [1]

Core Viewpoints - The industry is experiencing a significant upgrade in special electronic fabrics, transitioning from LowDK-1 to LowDK-2, with urgent demand for LowCTE fabrics to address chip packaging warping issues, and quartz fiber fabrics (Q fabrics) emerging as the ultimate solution for next-generation applications [2][3][11]. Demand Side: Dual Acceleration Driving Product Iteration - The market for low dielectric electronic fabrics is projected to reach 168 million meters by 2026, driven by the demand from Nvidia's Rubin architecture and 1.6T switches, with Q fabric demand expected to reach 16.85 million meters, corresponding to a market size of approximately 4 billion yuan [3][11]. - The increasing performance requirements of high-end smartphones will drive the demand for LowCTE glass fiber fabrics, with a potential increase in demand exceeding 13.5 million meters if the usage in a single Apple phone rises from 0 to 0.05 meters [11][12]. Supply Side: Clear Trend of Domestic Substitution, Short-Term Supply Still Tight - High-end electronic fabric production faces significant barriers in raw material formulation, drawing processes, and weaving machines, with a forecasted supply gap for LowDK-2 and LowCTE products continuing until 2026, supporting price stability [3][12][14]. - Domestic manufacturers such as China National Materials, Honghe Technology, and others are rapidly expanding their production capacity, with domestic production capacity expected to exceed 6 million meters per month by August 2025 [7][13]. Competitive Landscape: High-End Overseas Leadership, Domestic Manufacturers Accelerating Technology and Capacity Enhancement - The global market for special electronic fabrics is currently dominated by a few manufacturers in Japan and Taiwan, but domestic companies are making significant technological breakthroughs and capacity expansions [7][13]. - Companies like Feilihua, a leader in the quartz fiber industry, are positioned to benefit from the growing demand for quartz fiber and Q fabrics, with a comprehensive supply chain advantage [7][13]. Unique Insights Compared to Market Views - The report indicates that all types of special electronic fabrics will remain in a state of supply tightness in 2025, with LowDK-2 and LowCTE experiencing continued shortages until 2026 due to rapid demand growth and supply-side barriers [8][14]. - Q fabrics are expected to enter mass production in 2026, but the demand and ramp-up pace will depend on the determination of technological routes and the market launch of end products [8][14].

Group 1 - Huike has established Nanchong Huike Xinjing Display Technology Co., Ltd. with a registered capital of 2.223 billion RMB, focusing on semiconductor lighting devices and integrated circuits [3][4] - The company is jointly held by Nanchong Zhenqing Industrial Development Investment Fund and Huike, with Huike holding approximately 10.03% [4] Group 2 - Visionox has set up Gongrong Jintou No.2 (Suzhou) Equity Investment Fund Partnership with a total investment of 818 million RMB, focusing on private equity investment and asset management [5][6] - Visionox holds about 24.94% of the fund [5] Group 3 - Luxshare Precision has founded Litao Precision Intelligent Manufacturing (Kunshan) Co., Ltd. with a registered capital of 200 million RMB, focusing on electronic components manufacturing and retail [8][9] - The company is wholly owned by Luxshare's subsidiary Suzhou Litao Electronics [8] Group 4 - Lens Technology has established Lens Optoelectronics Technology (Changsha) Co., Ltd. with a registered capital of 100 million RMB, focusing on virtual reality device manufacturing and electronic components [11][12] - The company is fully owned by Lens Technology [11]