截至发稿，左剑累计任职时间10年154天，现任基金资产总规模1.68亿元，任职期间最佳基金回报 169.5%， 任职期间最差基金回报-9.04%。 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 数据显示，汇添富基金旗下1只基金重仓沃格光电。汇添富成长领航混合A（018442）二季度持有股数 30.88万股，与上期相比持股数量不变，占基金净值比例为4.52%，位居第六大重仓股。根据测算，今日 浮亏损失约54.04万元。 汇添富成长领航混合A（018442）成立日期2023年8月22日，最新规模8492.85万。今年以来收益 62.61%，同类排名616/8166；近一年收益58.81%，同类排名814/8014；成立以来收益56.43%。 汇添富成长领航混合A（018442）基金经理为左剑。 10月10日，沃格光电跌5.01%，截至发稿，报33.21元/股，成交2.20亿元，换手率2.85%，总市值74.58亿 元。 资料显示，江西沃格光电集团股份有限 ...

"不沿江、不沿淮、不靠海"，没有禀赋资源，曾经的内陆"腹地"城市合肥，如今在互联网上是名副其实 的"网红城市"，"科里科气"、"芯屏汽合"、"集终生智"，网友们各种调侃背后，反映了合肥紧抓科技这 一"关键变量"、实现产业快速转型升级，在科技与产业深度融合中走出了一条高质量发展之路。 金秋时节，合肥市委网信办主办了"信心合肥"——长三角主流网络媒体调研行活动。扬子晚报/紫牛新 闻记者和长三角的数十家主流媒体记者一起，走进了合肥，几天时间里，记者实地探访了世界制造业大 会现场、合肥合翼航空、亿帆医药（002019）、派能科技等点位，深切感受到合肥以独特的产业投资方 式和科技创新模式，孕育出高质量发展"最大增量"，以科创之城姿态展示出强劲发展势头。 "低空翱翔" 经济新翼 "嗡……"，伴随一声呼啸，在世界最大的城市公园之一——合肥骆岗公园城市空中交通运营中心停机坪 上，电动垂直起降航空器（eVTOL）瞬间升空，旁边的"航站楼"大厅里，售票系统已经就绪，这意味着 普通市民很快将能够体验空中出行。 联想是"制造业皖军"的主力队员，2011年在合肥投资建设的制造基地已经成长为联想全球制造的重镇， 去年全年工业产值达到10 ...

Group 1 - The opening of the Jiangsu Provincial Excellence Engineer College and Artificial Intelligence College at Nanjing University of Posts and Telecommunications marks a significant step in integrating education with industry, allowing 99 new students to collaborate with over 400 companies for technology research and development [1] - Nanjing Economic and Technological Development Zone is highlighted as a key area for the city's real economy, focusing on advanced industries such as artificial intelligence, optoelectronic displays, and new energy [1] - The collaboration between Nanjing University of Posts and Telecommunications and Nanjing Economic Development Zone aligns with the provincial government's initiative for "dual high" (high education and high-tech zones) cooperation, emphasizing a targeted approach to industry development [1] Group 2 - Graduate students will engage in a three-year "immersive" learning experience, participating in corporate internships and research projects from the start of their studies, breaking away from traditional theoretical learning [2] - Industry mentors from companies like Zhongxin Ke Fenghuo Cloud Technology will integrate real-world challenges into the educational process, aiming to cultivate engineers who are technically proficient and innovative [2] - The opening ceremony featured a lecture on "The Future of Large Model Applications," indicating a focus on cutting-edge technology and its applications in the curriculum [2] Group 3 - The collaboration between Nanjing Economic Development Zone and Nanjing University of Posts and Telecommunications aims to foster innovation and nurture talent, creating a vibrant ecosystem for technological advancement [3] - The development zone will provide support in terms of living conditions and resource connections, ensuring that students gain practical skills to address industry challenges [3]

Group 1: Green Industry Development - Wan Hua Eco Group is transforming agricultural waste into formaldehyde-free ecological boards, contributing to the green home industry [1] - The first formaldehyde-free straw ecological board production line in the world was launched in Xinyang, with an annual output of 700,000 cubic meters [1] - The collaboration between Zhongyifeng Group and Wan Hua Eco Group aims to enhance the green home industry chain in Xinyang [1] Group 2: Renewable Energy Initiatives - Xinyang is leveraging its ecological advantages to drive green industrial development, with wind and solar energy projects being established [2] - Mingyang Group is developing a zero-carbon park in Xinyang, focusing on wind energy resources [2] - The establishment of a new energy industry ecosystem in Xinyang includes various companies focusing on energy storage and clean energy projects [3] Group 3: Technological Advancements - The optical display industry cluster in Xinyang, led by companies like Dingrun Technology and Sunny Optical, is emerging as a technology innovation hub [4] - The construction of an artificial intelligence computing center in Xinyang is attracting major digital companies, contributing to the "green electricity + green computing" ecosystem [5] Group 4: Industrial Chain Development - Xinyang is working on enhancing its industrial chains by filling gaps in short-chain industries and expanding traditional industries [5] - The region has formed seven major industrial clusters and 19 key industrial chains, establishing a modern industrial system [5]

Group 1 - The stock price of Woge Optoelectronics has dropped 5% as of September 23, reaching 32.48 CNY per share, with a trading volume of 290 million CNY and a turnover rate of 4.25%, resulting in a total market capitalization of 7.295 billion CNY [1] - Woge Optoelectronics has experienced a continuous decline in stock price for five consecutive days, with a cumulative drop of 10.5% during this period [1] - The company, established on December 14, 2009, and listed on April 17, 2018, specializes in FPD optoelectronic glass processing, with its main business revenue composition being 51.83% from optoelectronic display devices, 29.63% from optoelectronic glass processing, and 18.44% from other sources [1] Group 2 - Longcheng Fund's Longcheng Jiujia Innovation Growth Mixed A Fund (004666) is among the top ten circulating shareholders of Woge Optoelectronics, having increased its holdings by 500,000 shares to a total of 5.5 million shares, representing 2.69% of the circulating shares [2] - The fund has incurred an estimated floating loss of approximately 9.405 million CNY today, with a total floating loss of 22.055 million CNY over the five-day decline [2] - Longcheng Jiujia Innovation Growth Mixed A Fund was established on July 5, 2017, with a current scale of 2.051 billion CNY, achieving a year-to-date return of 34.82% and a one-year return of 113% [2] Group 3 - Longcheng Jiujia Innovation Growth Mixed A Fund holds Woge Optoelectronics as its tenth largest heavy stock, with 5.5 million shares accounting for 3.89% of the fund's net value [3] - The fund has also faced a floating loss of approximately 9.405 million CNY today and a total of 22.055 million CNY during the five-day decline [3]

今年以来，江宁持续创新企业服务模式，激发高质量发展动能。1—8月，全链审批服务专班服务项目 (在库项目)265个，实现16个项目"拿地即开工"，完成一批项目"五证齐发"，均位列全市第一。良好的营 商环境成为优质项目"强磁场"，1—8月，江宁共完成招引项目215个、总投资超千亿元，其中不乏50亿 元以上的大项目。 据悉，在即将举行的2025南京金秋经贸洽谈会上，江宁聚焦"5+4+5"创新型产业集群，将深层次推介展 示科技政策环境、产业集聚成效、生态资源禀赋，计划上会签约项目12个，总投资超272亿元。 从单个项目"竞速跑"到全区项目"齐攻坚"，江宁正以重大项目建设的快节奏，推动产业攻坚不断取得新 突破，为区域经济高质量发展注入源源不断的新动能。截至8月底，全区212个区级实施类项目稳步推 进，累计完成投资295.8亿元。其中，9个省级重大项目、89个市级重大项目全部开工，共完成列统投资 192.3亿元。 江宁始终把重大产业项目建设作为稳定经济增长、推动高质量发展的主抓手，牢固树立"项目为王"理 念，今年以来，一大批项目持续有力推进，"对接储备一批、签约落地一批、开工建设一批、竣工验收 一批、投产达效一批"的梯次 ...

Core Viewpoint - Woge Optoelectronics experienced a 5.13% increase in stock price, reaching 38.15 CNY per share, with a trading volume of 326 million CNY and a turnover rate of 4.26%, resulting in a total market capitalization of 8.561 billion CNY [1] Company Overview - Jiangxi Woge Optoelectronics Group Co., Ltd. is located in Xinyu High-tech Industrial Development Zone, Jiangxi Province, and was established on December 14, 2009, with its listing date on April 17, 2018 [1] - The company's main business involves FPD optoelectronic glass processing, with revenue composition as follows: 51.83% from optoelectronic display devices, 29.63% from optoelectronic glass processing, and 18.44% from other sources [1] Fund Holdings - According to data, one fund under Huatai PineBridge has a significant holding in Woge Optoelectronics. The Huatai Growth Navigator Mixed A Fund (018442) held 308,800 shares in the second quarter, unchanged from the previous period, accounting for 4.52% of the fund's net value, making it the sixth-largest holding [2] - The fund has generated an estimated floating profit of approximately 574,400 CNY today [2] Fund Performance - The Huatai Growth Navigator Mixed A Fund (018442) was established on August 22, 2023, with a latest scale of 84.9285 million CNY. Year-to-date, it has achieved a return of 43.96%, ranking 1192 out of 8246 in its category; over the past year, it has returned 79.51%, ranking 1058 out of 8054; and since inception, it has returned 38.49% [2] Fund Management - The fund manager of Huatai Growth Navigator Mixed A Fund is Zuo Jian, who has a cumulative tenure of 10 years and 129 days. The total asset size of the fund is 168 million CNY, with the best fund return during his tenure being 169.5% and the worst being -9.04% [3]

Core Viewpoint - Samsung SDI has completed the transfer of its polarizer film business to Wuxi Hengxin Optoelectronic Materials Co., Ltd. for 1.121 trillion KRW (approximately 5.751 billion RMB) as part of its strategy to restructure non-core businesses and focus on electronic materials [1][2][3]. Group 1: Business Transfer Details - The transfer includes the sale of Samsung SDI's polarizer film manufacturing and sales operations located in Cheongju and Suwon, South Korea, as well as all shares of its subsidiary in Wuxi [2][3]. - The transaction was led by Noyen Capital, which focuses on investments in the optoelectronic display, third-generation semiconductors, new energy, and smart vehicle sectors [4]. Group 2: Market Context and Future Focus - The polarizer film market has faced challenges due to the rise of OLED and other emerging display technologies, prompting Samsung SDI to shift its focus towards developing next-generation materials for semiconductors, OLEDs, and batteries [3]. - In the second quarter of this year, Samsung SDI's electronic materials division reported sales of 218.2 billion KRW (approximately 1.119 billion RMB), reflecting a year-on-year growth of 2.4% [3]. Group 3: Acquirer Profile - Wuxi Hengxin Optoelectronic is a wholly-owned subsidiary of Hengmei Optoelectronic, which specializes in the research and manufacturing of polarizers, optical functional films, and optical compensation films for display materials [3]. - The company has established and put into operation four production lines for polarizers, including two ultra-wide 2.6-meter polarizer production lines [3].

Core Viewpoint - The acquisition of Samsung SDI's polarizer business by China's Haosheng Technology Group has been officially completed, marking a significant expansion in the optical display materials sector for Haosheng Technology [1] Group 1: Acquisition Details - Haosheng Technology Group has signed the delivery documents to finalize the acquisition of Samsung SDI's polarizer business, which includes production lines, operations, personnel, and intellectual property in both South Korea and China [1] - The transaction amount is approximately 1.12 trillion Korean Won, equivalent to about 803 million USD, covering Samsung SDI's polarizer production and sales operations in Cheongju and Suwon, South Korea, as well as 100% ownership of Samsung (Wuxi) Electronic Materials Co., Ltd [1] Group 2: Company Background - Samsung SDI, a subsidiary of the Samsung Group, specializes in the production of batteries, battery materials, and new materials, with its polarizer business recognized for its core competitiveness in technology research and development, quality control systems, and international customer networks [1] - Haosheng Technology Group, headquartered in Fuzhou, Fujian Province, China, focuses on emerging industries and operates subsidiaries or holding companies in over 20 countries and regions, with business segments including optical new materials, new energy, and semiconductors [1]

Group 1 - The core viewpoint of the news is that Absen (300389.SZ) has reported an increase in institutional and public fund holdings as of August 27, 2025, indicating growing investor confidence [1] - A total of 15 institutional investors disclosed holdings in Absen A-shares, with a combined holding of 25.4015 million shares, representing 6.88% of the total share capital [1] - The top ten institutional investors accounted for 6.80% of the total shares, with an increase of 1.00 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two public funds increased their holdings compared to the previous period, with a holding increase ratio of 0.30% [1] - Two new public funds disclosed their holdings this period, including Hu Gang Shen Dividend LOF and Ping An CSI 2000 Enhanced Strategy ETF [1] - Regarding foreign investment, one foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.31% compared to the previous period [2]