1月6日，鼎龙股份涨5.22%，截至发稿，报41.10元/股，成交4.56亿元，换手率1.53%，总市值389.36亿 元。 景顺长城量化精选股票A（000978）基金经理为黎海威。 截至发稿，黎海威累计任职时间12年73天，现任基金资产总规模80.81亿元，任职期间最佳基金回报 211.39%， 任职期间最差基金回报-6.36%。 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 资料显示，湖北鼎龙控股股份有限公司位于湖北省武汉市经济技术开发区东荆河路1号，成立日期2000 年7月11日，上市日期2010年2月11日，公司主营业务涉及打印复印通用耗材业务和光电半导体工艺材料 业务。主营业务收入构成为：半导体材料、芯片及打印复印通用耗材产品99.47%，其他0.53%。 从基金十大重仓股角度 数据显示，景顺长城基金旗下1只基金重仓鼎龙股份。景顺长城量化精选股票A（000978）三季度持有 股数9.32万股，占基金净值比例为0.53%，位居第五大重仓股。根 ...

Core Viewpoint - The conference highlighted the integration of sustainable investment practices by HaiKong Group, showcasing their approach to fostering a long-term, symbiotic relationship between capital and industry, particularly in the context of the blue economy and carbon neutrality goals [1][6]. Group 1: Sustainable Investment Practices - HaiKong Group's practice emphasizes the "patient capital" concept, focusing on long-term value creation rather than short-term returns, utilizing diverse financial tools such as equity investment, fund operations, commercial factoring, and asset securitization to support the real economy [3][8]. - The group targets industries with long-term growth potential, including biomedicine, marine tourism, new materials, optoelectronics, and high-end equipment, aligning with the development plans of Qingdao and the West Coast New Area [3][8]. Group 2: Specific Initiatives and Projects - HaiKong Group supports technological advancements in high-performance materials through its Chengzhi New Materials Industrial Park, contributing to the localization and green industrialization of key materials [4][9]. - The group focuses on developing industrial clusters in high-performance products like new energy cables at the Wanma High-end Equipment Industrial Park, enhancing the long-term competitiveness of regional manufacturing [4][9]. - In the biomedicine sector, HaiKong Group is building a comprehensive industry chain that includes R&D and production of gene testing reagents, gene sequencing, and cell therapy [4][9]. Group 3: Environmental and Economic Impact - The industrial parks serve as platforms for project implementation and are at the forefront of coordinating industrial development with ecological protection [10]. - HaiKong Group has established 18 funds, including the Qingdao HaiKong Industrial Investment Fund, to guide social capital into green industries, supporting low-carbon development [10]. - The group's sustainable investment model demonstrates the potential for creating a long-term, mutually beneficial relationship between capital and industry, providing a strategic reference for high-quality development under carbon neutrality goals [5][10].

Group 1 - The core viewpoint of the news is that Dinglong Co., Ltd. has seen a significant stock price increase of 5.22%, reaching 36.30 CNY per share, with a total market capitalization of 34.369 billion CNY [1] - Dinglong Co., Ltd. is primarily engaged in the business of printing and copying consumables and optoelectronic semiconductor process materials, with 99.47% of its revenue coming from semiconductor materials, chips, and printing consumables [1] - The company was established on July 11, 2000, and went public on February 11, 2010, located in Wuhan, Hubei Province [1] Group 2 - In terms of fund holdings, Invesco Great Wall Fund has a significant position in Dinglong Co., with its Quantitative Selected Stock A fund holding 93,200 shares, representing 0.53% of the fund's net value [2] - The fund has achieved a year-to-date return of 29.92% and a one-year return of 22.77%, ranking 1808 out of 4216 and 1780 out of 3922 respectively in its category [2] - The fund manager, Li Haiwei, has a tenure of 12 years and 17 days, with the fund's total asset size at 8.207 billion CNY [3]

Group 1 - The 2025 Pujiang Innovation Forum emphasizes the importance of photonic technology as a significant opportunity in the semiconductor field, suggesting that China should quickly address its shortcomings in electronic chips while also investing in new areas like photonic chips to seize opportunities in the upcoming technological revolution [1] - The relationship between AI and photonic technology is characterized as a combination of "demand-driven" and "technology-pushed," with photonic technology being the only next-generation solution capable of providing ultra-high bandwidth and ultra-low power consumption, marking the beginning of the photonic golden age [1][2] - The "Mi 70 Law" posits that photonic technology will account for 70% of future industry costs, highlighting its critical role as an enabling technology in the new technological revolution represented by AI [2] Group 2 - Zhongke Chuangxing has invested in over 180 companies in the optoelectronic semiconductor field, covering various sub-sectors such as optical communication, optical sensing, optical computing, and optical materials, including companies like Yuanjie Technology and Xizhi Technology [2] - The integration of large models and embodied intelligence since 2025 has led to significant breakthroughs, enhancing the interaction of AI and robotics in the physical world, while also raising higher demands for computational efficiency, perception accuracy, and communication stability [2] - Zhongke Chuangxing's core strategy focuses on "Optics + AI," creating a targeted investment matrix that spans from the technology layer to decision-making and application layers, ensuring comprehensive coverage of the entire value chain [3] Group 3 - The establishment of a high-quality incubator in Shanghai by Zhongke Chuangxing aims to support technology incubation from the early stages, involving deep participation in team building, product development, and commercial operations, facilitating the entire process from project initiation to IPO [3]

Core Viewpoint - 聚灿光电 reported significant growth in revenue and profit for the first half of 2025, indicating a positive financial performance despite some declines in profit margins [1][2]. Financial Performance - The company's revenue for the first half of 2025 reached 1.594 billion yuan, a year-on-year increase of 19.51% [1]. - The net profit attributable to shareholders was 116.97 million yuan, up 3.43% from the previous year [1]. - The net profit excluding non-recurring items was 113.75 million yuan, reflecting an 8.12% increase year-on-year [1]. - Basic earnings per share remained stable at 0.17 yuan [1]. - The net cash flow from operating activities was 397.05 million yuan, a significant increase of 63.07% compared to the previous year [1]. Profitability Metrics - The gross margin for the first half of 2025 was 13.76%, a decrease of 0.84 percentage points year-on-year [2]. - The net profit margin was 7.34%, down 1.14 percentage points from the same period last year [2]. Expense Analysis - Total operating expenses for the first half of 2025 amounted to 77.37 million yuan, an increase of 16.17 million yuan compared to the previous year [2]. - The expense ratio was 4.85%, up 0.27 percentage points year-on-year [2]. - Sales expenses decreased by 2.78%, while management expenses increased by 16.90%, R&D expenses rose by 5.87%, and financial expenses surged by 38.15% [2]. Company Background - 聚灿光电 was established on April 8, 2010, and went public on October 16, 2017, focusing on the R&D, production, and sales of compound semiconductor materials [4]. - The company is located in Suzhou Industrial Park, Jiangsu Province [4].