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钛白粉概念涨幅居前,14位基金经理发生任职变动
Jin Rong Jie· 2026-01-06 08:26
Market Performance - On January 6, A-shares saw a strong opening and closing, with the Shanghai Composite Index rising by 1.5% to 4083.67 points, marking a 13-day consecutive increase [1] - The Shenzhen Component Index increased by 1.4% to 14022.55 points, while the ChiNext Index rose by 0.75% to 3319.29 points [1] - Sectors that performed well included titanium dioxide, space-based internet, and Beidou navigation, while sectors such as F5G concept, optical communication modules, and CPO concept experienced declines [1] Fund Manager Changes - On January 6, 14 fund managers experienced changes in their positions, with 9 funds announcing departures of fund managers on the same day [3] - In the past 30 days (December 7 to January 6), a total of 585 fund managers left their positions across various funds [3] - Reasons for changes included retirement, product expiration, and job changes, with specific examples including three managers leaving due to job changes and two due to product expiration [3][4] Fund Manager Performance - Chen Liejiang, a fund manager at Shangzheng Fund, managed assets totaling 124 million yuan, with the highest return product being Shangzheng Zhengxiang Bond C, achieving a return of 121.20% over 1 year and 262 days [5] - He Ming, a new fund manager at Mingya Fund, managed assets of 271 million yuan, with the highest return product being Mingya Jiuan 90-day Holding Period Bond C, achieving a return of 165.55% over 2 years and 75 days [5] Fund Company Research Activity - In the past month, Huaxia Fund conducted the most company research, engaging with 41 listed companies, followed by Bosera Fund with 38 and Southern Fund with 33 [6][7] - The computer equipment industry was the most researched sector, with 132 instances of fund company engagement, followed by the automotive parts industry with 115 instances [7] Recent Fund Research Focus - The most researched stock in the past month was Zhongke Shuguang, with 117 fund management companies participating in the research, followed by Haiguang Information and Changan Automobile [8][10] - In the past week, the top researched company was Entropy Technology, with 34 fund institutions conducting research [9][10]
开年第一罚!16倍大牛股蹭AI热点吃罚单,股价飙涨背后藏信披漏洞!
Xin Lang Cai Jing· 2026-01-06 08:12
登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权:http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我们! 上交所2026年第一份监管警示决定书,落在了这家曾全年涨幅超1600%的"妖股"天普股份(维权)身 上。 上交所出手,新年首罚 涉AI概念信披违规遭警示 梳理天普股份此次信披违规事件的时间线,可以清晰看出其信息披露滞后于市场反应的特点。 2025年12月26日,天普股份完成全资子公司天普欣才工商设立登记手续。新公司经营范围包含集成电路 芯片设计及服务、人工智能理论与算法软件开发等热门概念。 紧接着,12月29日至30日,天普股份股价连续两个交易日涨停,并于29日触及异常波动标准。 12月30日和31日,公司披露《股票交易异常波动公告》和《关于股票交易风险提示暨停牌核查公告》, 两则公告均声称"公司无开展人工智能相关业务的计划",未提及新成立的子公司。 2025年12月31日,上交所对天普股份发出监管工作函,处理事由为涉嫌信息披露违规。涉及对象除公司 ...
港股浙江世宝(01057.HK)午后异动拉升,现涨超15%,成交额超3亿港元。
Jin Rong Jie· 2026-01-06 07:25
港股浙江世宝(01057.HK)午后异动拉升,现涨超15%,成交额超3亿港元。 本文源自:金融界AI电报 ...
飞龙股份(002536.SZ):在液冷领域的产品主要包括电子泵系列和温控阀系列,未来还将逐步拓展至集成模块产品
Ge Long Hui· 2026-01-06 07:20
Core Viewpoint - Feilong Co., Ltd. (002536.SZ) is focusing on the liquid cooling sector, with current products including electronic pump series and temperature control valve series, and plans to expand into integrated module products in the future [1] Product Development - The company is primarily utilizing cold plate liquid cooling technology while actively advancing the research and application of immersion liquid cooling technology [1] Market Strategy - The company aims to continuously align with market demands and choose directions that are in line with industry trends and suitable for its own development for steady progress [1]
隆基机械(002363.SZ):主要为中国运载火箭技术研究院的运载车辆提供刹车盘等制动部件产品
Ge Long Hui· 2026-01-06 07:13
格隆汇1月6日丨隆基机械(002363.SZ)在互动平台表示,公司是深耕汽车制动安全领域的国家高新技术 企业,专注汽车制动系统核心部件 —— 制动盘、制动鼓的研发、生产与销售,凭借核心技术突破优化 制动性能参数,以精细化制造把控产品精度与可靠性,为整车厂商及售后市场提供专业、安全的制动部 件解决方案。公司主要为中国运载火箭技术研究院的运载车辆提供刹车盘等制动部件产品。 ...
隆基机械(002363.SZ):已参与 L3 级自动驾驶汽车制动部件产品供应
Ge Long Hui A P P· 2026-01-06 07:01
格隆汇1月6日丨隆基机械(002363.SZ)在互动平台表示,公司已参与 L3 级自动驾驶汽车制动部件产品供 应,为国内首批 L3 级有条件自动驾驶车型提供配套。 针对 L3 级车型的制动产品,在质量过程控制 上,需执行更严苛的全流程管控标准,从原材料入厂到成品出厂的每一道工序均增设多轮检测节点;在 生产工艺上采用更高精度的加工及处理工艺,以此保障产品完全适配高阶自动驾驶的安全应用要求。 ...
隆基机械(002363.SZ):已为我国首批 L3 级有条件自动驾驶车型长安深蓝 、北汽极狐阿尔法提供制动部件配套
Ge Long Hui A P P· 2026-01-06 07:01
格隆汇1月6日丨隆基机械(002363.SZ)在互动平台表示,公司已为我国首批 L3 级有条件自动驾驶车型长 安深蓝 、北汽极狐阿尔法提供制动部件配套,凭借公司过硬技术实力,历经主机厂多轮严苛性能、安 全验证,高标准通过准入考核,充分彰显我司在自动驾驶配套领域的领先地位与产品竞争力。 ...
16倍大牛股狂炒AI概念翻车,公司回应
Xin Lang Cai Jing· 2026-01-06 06:53
登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 记者丨叶映橙 见习记者林健民 编辑丨刘巷 1月5日晚,天普股份(维权)(605255.SH)收到上海证券交易所下发的监管警示函,公司因利用子公 司经营范围炒作人工智能概念,信息披露不准确、不完整,风险提示不充分,公司和时任董事(代行董 事长)沈伟益、董秘吴萍燕均被予以监管警示。该函文号为"0001",为2026年沪市首份监管警示函。 此次监管警示,让2025年因股价大涨16倍成为市场关注焦点的天普股份,再次身陷舆论漩涡。 据上交所披露,12月26日,天普股份完成全资子公司天普欣才的工商设立登记手续,主要经营范围是集 成电路芯片设计及服务、人工智能理论与算法软件开发、人工智能行业应用系统集成服务及集成电路芯 片及产品销售等。此后,天普股份设立子公司事项被公开媒体报道并引发市场相关讨论。12月31日,公 司将天普欣才的经营范围变更为橡胶制品制造、汽车零部件及配件制造等。 上交所表示,公司在前期筹划控制权转让、股价多次异常波动且已发布风险提示的背景下,设立涉及人 工智能热点概念的子公司,可能进 ...
16倍大牛股狂炒AI概念翻车,公司回应
21世纪经济报道· 2026-01-06 06:51
记者丨叶映橙 见习记者林健民 1月5日晚,天普股份(605255.SH)收到上海证券交易所下发的监管警示函,公司因利用子公 司经营范围炒作人工智能概念,信息披露不准确、不完整,风险提示不充分,公司和时任董事 (代行董事长)沈伟益、董秘吴萍燕均被予以监管警示。该函文号为"0001",为 2026年沪市 首份监管警示函。 此次监管警示,让2025年因股价大涨16倍成为市场关注焦点的天普股份,再次身陷舆论漩涡。 据上交所披露,12月26日,天普股份完成全资子公司天普欣才的工商设立登记手续,主要经营 范围是集成电路芯片设计及服务、人工智能理论与算法软件开发、人工智能行业应用系统集成 服务及集成电路芯片及产品销售等。此后,天普股份设立子公司事项被公开媒体报道并引发市 场相关讨论。12月31日,公司将天普欣才的经营范围变更为橡胶制品制造、汽车零部件及配件 制造等。 受控制权变更及热点概念炒作影响,天普股份股价一路狂飙, 2025年内大涨1663.20%, 成为 年度涨幅榜上的"第二大牛股"。 2025年12月31日,天普股份因涉嫌信息披露违规收到监管工作函,公司公告停牌核查,至今 尚未复牌。 编辑丨刘巷 上交所要求,天普 ...
中国云意电气进驻丹吉尔科技城
Shang Wu Bu Wang Zhan· 2026-01-06 06:28
Core Viewpoint - Jiangsu Yunyi Electric Co., Ltd. plans to invest $66 million to establish a wholly-owned subsidiary and production base in Morocco, integrating into its international development strategy [1] Company Summary - Jiangsu Yunyi Electric focuses on the research, production, and sales of automotive intelligent power controllers, motor and control systems, and power and control products for new energy vehicles [1] - The company's products are widely used by several well-known domestic and international vehicle manufacturers and parts suppliers [1] Industry Summary - The establishment of the subsidiary in Morocco aims to leverage local resources and industrial support advantages, enhancing the overall competitiveness of the company through supply chain collaboration [1]