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 华商致远回报混合A（024459）成立日期2025年7月15日，最新规模19.95亿。今年以来收益2.97%，同 类排名5434/8836；成立以来收益72.77%。 华商致远回报混合A（024459）基金经理为张明昕。 截至发稿，张明昕累计任职时间316天，现任基金资产总规模96.03亿元，任职期间最佳基金回报 122.15%， 任职期间最差基金回报16.74%。 1月13日，东田微跌5.14%，截至发稿，报154.00元/股，成交5.47亿元，换手率5.89%，总市值123.32亿 元。 资料显示，湖北东田微科技股份有限公司位于湖北省当阳市玉泉办事处长坂路南段188号,广东省东莞市 万江街道蚬涌工业路8号，成立日期2009年7月24日，上市日期2022年5月24日，公司主营业务涉及精密 光电薄膜元件研发、生产和销售。主营业务收入构成为：成像类光学元器件66.83%，通信类光学元器 件28.71%，其他 ...

1月13日，中航光电跌5.35%，截至发稿，报38.41元/股，成交20.60亿元，换手率2.47%，总市值813.63 亿元。 资料显示，中航光电科技股份有限公司位于中国(河南)自由贸易区试验区洛阳片区洛阳高新技术开发区 浅井南路6号，成立日期2002年12月31日，上市日期2007年11月1日，公司主营业务涉及光电元器件及电 子信息产品的生产、销售。主营业务收入构成为：电连接器及集成互连组件76.93%，光连接器及其他 光器件以及光电设备14.52%，液冷解决方案及其他产品8.55%。 从基金十大重仓股角度 数据显示，京管泰富基金旗下1只基金重仓中航光电。京管泰富创新动力混合发起A（022336）三季度 增持3.13万股，持有股数6.91万股，占基金净值比例为4.53%，位居第四大重仓股。根据测算，今日浮 亏损失约14.99万元。 京管泰富创新动力混合发起A（022336）成立日期2024年12月24日，最新规模6249.82万。今年以来收益 4.11%，同类排名4318/8836；近一年收益22.15%，同类排名5368/8091；成立以来收益22.16%。 京管泰富创新动力混合发起A（022336）基 ...

数据显示，恒越基金旗下1只基金重仓东田微。恒越成长精选混合A（010622）三季度持有股数27.78万 股，占基金净值比例为3.57%，位居第八大重仓股。根据测算，今日浮盈赚取约238.35万元。 恒越成长精选混合A（010622）成立日期2021年2月9日，最新规模4.73亿。今年以来收益8.42%，同类 排名462/8827；近一年收益91.62%，同类排名246/8084；成立以来亏损4.38%。 1月9日，东田微涨5.23%，截至发稿，报172.58元/股，成交14.81亿元，换手率15.95%，总市值138.20亿 元。 资料显示，湖北东田微科技股份有限公司位于湖北省当阳市玉泉办事处长坂路南段188号,广东省东莞市 万江街道蚬涌工业路8号，成立日期2009年7月24日，上市日期2022年5月24日，公司主营业务涉及精密 光电薄膜元件研发、生产和销售。主营业务收入构成为：成像类光学元器件66.83%，通信类光学元器 件28.71%，其他收入4.46%。 从基金十大重仓股角度 截至发稿，廖明兵累计任职时间5年182天，现任基金资产总规模9.55亿元，任职期间最佳基金回报 67.76%， 任职期间最差基金 ...

大成国家安全主题灵活配置混合A（002567）基金经理为王帅。 截至发稿，王帅累计任职时间4年30天，现任基金资产总规模12.05亿元，任职期间最佳基金回报 58.36%， 任职期间最差基金回报-20.92%。 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，中航光电科技股份有限公司位于中国(河南)自由贸易区试验区洛阳片区洛阳高新技术开发区 浅井南路6号，成立日期2002年12月31日，上市日期2007年11月1日，公司主营业务涉及光电元器件及电 子信息产品的生产、销售。主营业务收入构成为：电连接器及集成互连组件76.93%，光连接器及其他 光器件以及光电设备14.52%，液冷解决方案及其他产品8.55%。 从基金十大重仓股角度 数据显示，大成基金旗下1只基金重仓中航光电。大成国家安全主题灵活配置混合A（002567）三季度 增持7285股，持有股数6.64万股，占基金净值比例为4.04%，位居第十大重仓股。根据测算，今日浮盈 赚取约11.95万元。 大成国家安 ...

Group 1 - Fuzhou Fuzhijian Technology Co., Ltd. has seen its stock price increase by 21.84% over the past four days, closing at 52.22 CNY per share with a market capitalization of 24.556 billion CNY [1] - The company's main business involves the research, production, and sales of optoelectronic components related to lasers and optical communications, with revenue breakdown as follows: precision optical components 35.06%, nonlinear optical crystal components 24.37%, laser devices 21.49%, laser crystal components 17.27%, and others 1.80% [1] Group 2 - Yinhua Fund has a significant holding in Fuzhijian Technology, with its strategic emerging flexible allocation fund holding 99,000 shares, representing 4.78% of the fund's net value, ranking as the seventh largest holding [2] - The fund has achieved a year-to-date return of 34.48% and a one-year return of 30.77%, with a total fund size of 1.03 billion CNY [2] - The fund managers, Su Jingran and Xiang Yida, have notable performance records, with Su achieving a best return of 89.41% and Xiang achieving a best return of 106.93% during their respective tenures [2]

Core Insights - Fuzhou Fuzhijian Technology Co., Ltd. has experienced a significant decline in stock price, dropping 2.77% to 43.80 CNY per share, with a total market capitalization of 20.597 billion CNY and a cumulative drop of 16.2% over the past four days [1] Company Overview - Fuzhijian Technology, established on October 31, 2001, and listed on March 19, 2008, specializes in the research, production, and sales of optoelectronic components related to lasers and optical communications [1] - The company's main business revenue composition includes: precision optical components (35.06%), nonlinear optical crystal components (24.37%), laser devices (21.49%), laser crystal components (17.27%), and others (1.80%) [1] Fund Holdings - Huatai Baoxing Fund holds a significant position in Fuzhijian Technology through its Huatai Baoxing Industrial Upgrade Mixed Fund A (021792), which held 19,000 shares in the second quarter, accounting for 5.79% of the fund's net value [2] - The fund has incurred a floating loss of approximately 23,800 CNY today and a total floating loss of 160,900 CNY during the four-day decline [2] Fund Performance - The Huatai Baoxing Industrial Upgrade Mixed Fund A, managed by Shang Shuohui, has a total asset size of 80.9 million CNY, with a best return of 147.98% and a worst return of -38.16% during the manager's tenure of 8 years and 210 days [3]

Group 1 - The core viewpoint of the news is that Fujian Fuzhou Technology Co., Ltd. (福晶科技) has seen a stock price increase of 5.04%, reaching 51.92 CNY per share, with a trading volume of 1.388 billion CNY and a turnover rate of 5.83%, resulting in a total market capitalization of 24.415 billion CNY [1] - Fujian Fuzhou Technology, established on October 31, 2001, and listed on March 19, 2008, specializes in the research, production, and sales of optoelectronic components related to lasers and optical communications [1] - The company's main business revenue composition includes precision optical components (35.06%), nonlinear optical crystal components (24.37%), laser devices (21.49%), laser crystal components (17.27%), and others (1.80%) [1] Group 2 - From the perspective of the top ten circulating shareholders, Southern Fund's Southern CSI 1000 ETF (512100) increased its holdings by 658,900 shares in the second quarter, now holding 3.4709 million shares, which accounts for 0.74% of the circulating shares [2] - The estimated floating profit from this increase is approximately 8.6425 million CNY [2] - The Southern CSI 1000 ETF (512100), established on September 29, 2016, has a current scale of 64.953 billion CNY, with a year-to-date return of 27.87% and a one-year return of 34.65% [2]

Group 1 - The core viewpoint of the news is that Fujian Fuzhong Technology Co., Ltd. experienced a stock decline of 5.02%, with a current share price of 43.10 yuan and a total market capitalization of 20.268 billion yuan [1] - The company specializes in the research, production, and sales of optoelectronic components related to lasers and optical communications, with its main business revenue composition being: precision optical components 35.06%, nonlinear optical crystal components 24.37%, laser devices 21.49%, laser crystal components 17.27%, and others 1.80% [1] Group 2 - From the perspective of fund holdings, one fund under China Europe Fund has a significant position in Fujian Fuzhong Technology, specifically the China Europe Jinhe Flexible Allocation Mixed A Fund (001173), which reduced its holdings by 130,100 shares in the second quarter, now holding 1.2 million shares, accounting for 5.1% of the fund's net value [2] - The fund has reported a floating loss of approximately 2.736 million yuan as of the latest data [2] - The China Europe Jinhe Flexible Allocation Mixed A Fund has achieved a year-to-date return of 37.21%, ranking 1390 out of 8180 in its category, and a one-year return of 87.71%, ranking 531 out of 7978 [2]

Group 1 - The core viewpoint of the news is the performance and financial metrics of Fujian Fuzhong Technology Co., Ltd., which saw a stock price increase of 5.1% to 48.59 CNY per share, with a total market capitalization of 22.849 billion CNY [1] - The company specializes in the research, production, and sales of optoelectronic components related to lasers and optical communications, with main business revenue composition being: precision optical components 35.06%, nonlinear optical crystal components 24.37%, laser devices 21.49%, laser crystal components 17.27%, and others 1.80% [1] - The company is located in Fuzhou, Fujian Province, and was established on October 31, 2001, with its listing date on March 19, 2008 [1] Group 2 - From the perspective of fund holdings, one fund under China Europe Fund has a significant position in Fujian Fuzhong Technology, specifically the China Europe Jinhe Flexible Allocation Mixed A Fund (001173), which reduced its holdings by 130,100 shares in the second quarter, holding 1.2 million shares, accounting for 5.1% of the fund's net value [2] - The fund has achieved a year-to-date return of 43.43%, ranking 1016 out of 8254 in its category, and a one-year return of 95.47%, ranking 436 out of 8037 [2]

Core Insights - The visit of General Secretary Xi Jinping to Luoyang highlights the importance of manufacturing and the successful transformation of the city into a model for industrial upgrading [1][5][19] Group 1: Economic Performance - In Q1 2024, Luoyang's GDP reached 1355.4 billion, with a year-on-year growth of 5.9%, marking the first time in seven quarters that it matched the provincial average [5][7] - The city's industrial added value growth rate is projected to be 7%, the highest in five years, driven by 17 advantageous industrial chains generating over 460 billion [3][18] Group 2: Industrial Transformation - Luoyang is focusing on "Four New and One Equipment" as key development areas, with five advanced manufacturing clusters and 17 advantageous industrial chains [3][18] - The city has seen significant advancements in modern agricultural machinery, new refractory materials, and artificial intelligence, with double-digit revenue growth in future industries [3][12] Group 3: Policy and Strategic Initiatives - Luoyang has implemented several major policies to support advanced manufacturing and industrial chain development, including the "2024 Luoyang Manufacturing High-Quality Development Action Plan" [8][12] - The establishment of a 100 billion industrial guidance fund aims to promote the development of key links in the industrial chain [15][18] Group 4: Innovation and Technology - The city is enhancing its innovation capabilities through initiatives like "Technology Loans" and the establishment of industrial internet systems [12][15] - Luoyang is actively engaging with the Qianzhan Industrial Research Institute to identify potential industrial opportunities and develop strategic plans [8][12] Group 5: Future Outlook - The economic recovery in Luoyang is evident, with projections for a 4.9% growth rate for the year, and significant increases in high-tech manufacturing and high-tech industry value added [18][19] - The city aims to continue focusing on the "Four New and One Equipment" sectors, with plans for over 300 major technological transformation projects [18][19]