截至发稿，薛良辰累计任职时间189天，现任基金资产总规模2.39亿元，任职期间最佳基金回报 16.17%， 任职期间最差基金回报10.39%。 数据显示，恒越基金旗下1只基金重仓巨星科技。恒越研究精选混合A/B（006049）三季度减持5.9万 股，持有股数33.04万股，占基金净值比例为5.06%，位居第七大重仓股。根据测算，今日浮盈赚取约 50.88万元。 恒越研究精选混合A/B（006049）成立日期2018年7月4日，最新规模1.16亿。今年以来收益27.46%，同 类排名2608/8134；近一年收益22.32%，同类排名3612/8056；成立以来收益87.67%。 恒越研究精选混合A/B（006049）基金经理为薛良辰。 11月26日，巨星科技涨5.15%，截至发稿，报31.45元/股，成交2.03亿元，换手率0.57%，总市值375.66 亿元。 资料显示，杭州巨星科技股份有限公司位于浙江省杭州市上城区九环路35号，成立日期2001年8月9日， 上市日期2010年7月13日，公司主营业务涉及手工具、手持式电动工具等工具五金产品,以及智能产品的 研发、生产和销售。主营业务收入构成为：手工具65. ...

11月17日，巨星科技跌1.98%，成交额2.73亿元。两融数据显示，当日巨星科技获融资买入额1663.25万 元，融资偿还1757.13万元，融资净买入-93.88万元。截至11月17日，巨星科技融资融券余额合计3.59亿 元。 融资方面，巨星科技当日融资买入1663.25万元。当前融资余额3.39亿元，占流通市值的0.92%，融资余 额低于近一年40%分位水平，处于较低位。 融券方面，巨星科技11月17日融券偿还2700.00股，融券卖出4200.00股，按当日收盘价计算，卖出金额 12.91万元；融券余量64.88万股，融券余额1995.11万元，超过近一年90%分位水平，处于高位。 截至9月30日，巨星科技股东户数3.63万，较上期减少25.35%；人均流通股31637股，较上期增加 33.96%。2025年1月-9月，巨星科技实现营业收入111.56亿元，同比增长0.65%；归母净利润21.55亿元， 同比增长11.35%。 分红方面，巨星科技A股上市后累计派现25.24亿元。近三年，累计派现14.23亿元。 机构持仓方面，截止2025年9月30日，巨星科技十大流通股东中，香港中央结算有限公司位居第 ...

Core Viewpoint - On November 11, Juxing Technology's stock increased by 0.73% with a trading volume of 385 million yuan, indicating a relatively stable market performance despite fluctuations in financing activities [1]. Financing Summary - On November 11, Juxing Technology had a financing buy-in amount of 27.01 million yuan and a financing repayment of 47.51 million yuan, resulting in a net financing outflow of 20.50 million yuan [1]. - The total financing and securities balance as of November 11 is 348 million yuan, with the current financing balance at 330 million yuan, accounting for 0.87% of the circulating market value, which is below the 40th percentile level over the past year, indicating a low financing position [1]. - In terms of securities lending, 21,000 shares were repaid, and 2,500 shares were sold on November 11, with a selling amount of 79,100 yuan, while the securities lending balance is at 18.56 million yuan, exceeding the 90th percentile level over the past year, indicating a high position [1]. Business Performance Summary - As of September 30, Juxing Technology reported a total of 36,300 shareholders, a decrease of 25.35% from the previous period, while the average circulating shares per person increased by 33.96% to 31,637 shares [2]. - For the period from January to September 2025, Juxing Technology achieved an operating income of 11.156 billion yuan, a year-on-year increase of 0.65%, and a net profit attributable to the parent company of 2.155 billion yuan, reflecting a year-on-year growth of 11.35% [2]. Dividend and Shareholding Summary - Since its A-share listing, Juxing Technology has distributed a total of 2.524 billion yuan in dividends, with 1.423 billion yuan distributed over the past three years [3]. - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 28.6788 million shares, an increase of 8.9613 million shares from the previous period [3]. - The fourth-largest circulating shareholder is Ruiyuan Growth Value Mixed A (007119), holding 23.7311 million shares, a decrease of 1.445 million shares from the previous period, while the eighth-largest shareholder, Southern CSI 500 ETF (510500), is a new entrant with 10.4728 million shares [3].

Group 1 - The core point of the article is that Juxing Technology (SZ 002444) held its 19th meeting of the 6th board of directors on October 30, 2025, to review proposals including the revision of certain company systems [1] - For the first half of 2025, Juxing Technology's revenue composition was 99.53% from tools and hardware, with other businesses contributing 0.47% [1] - As of the report date, Juxing Technology's market capitalization was 34.7 billion yuan [1]

Core Insights - On October 23, Juxing Technology's stock rose by 0.44%, with a trading volume of 197 million yuan, while the margin trading data indicated a net margin buy of -2.03 million yuan for the day [1] Group 1: Financial Performance - For the first half of 2025, Juxing Technology achieved a revenue of 7.03 billion yuan, representing a year-on-year growth of 4.87%, and a net profit attributable to shareholders of 1.27 billion yuan, which is a 6.63% increase compared to the previous year [2] - Cumulatively, Juxing Technology has distributed a total of 2.52 billion yuan in dividends since its A-share listing, with 1.42 billion yuan distributed over the last three years [3] Group 2: Shareholder and Market Data - As of June 30, 2025, the number of shareholders for Juxing Technology reached 48,600, an increase of 10% from the previous period, while the average circulating shares per person decreased by 8.79% to 23,618 shares [2] - The top ten circulating shareholders include Ruiyuan Growth Value Mixed A, holding 25.18 million shares, an increase of 2.12 million shares from the previous period, while Hong Kong Central Clearing Limited reduced its holdings by 22.90 million shares [3] Group 3: Margin Trading Activity - On October 23, Juxing Technology had a margin trading balance of 365 million yuan, with the financing balance at 345 million yuan, accounting for 0.97% of the circulating market value, which is below the 40th percentile level over the past year [1] - In terms of securities lending, Juxing Technology repaid 5,200 shares and sold 13,400 shares on October 23, with a selling amount of 400,700 yuan, while the securities lending balance stood at 19.74 million yuan, exceeding the 90th percentile level over the past year [1]

Core Viewpoint - On September 30, 2023, Juxing Technology experienced a decline of 1.54% in stock price with a trading volume of 482 million yuan, indicating a relatively low trading activity and investor interest [1] Financing Summary - On the same day, Juxing Technology had a financing buy-in amount of 64.66 million yuan and a financing repayment of 18.28 million yuan, resulting in a net financing buy-in of 46.38 million yuan [1] - As of September 30, the total financing and securities lending balance for Juxing Technology was 368 million yuan, with the current financing balance at 361 million yuan, representing 0.98% of the circulating market value, which is below the 50th percentile level over the past year [1] - In terms of securities lending, Juxing Technology repaid 9,100 shares and sold 9,000 shares on September 30, with a selling amount of 276,900 yuan, and the securities lending balance was 7.32 million yuan, also below the 30th percentile level over the past year [1] Business Performance - As of June 30, 2023, Juxing Technology reported a total of 48,600 shareholders, an increase of 10% from the previous period, while the average circulating shares per person decreased by 8.79% to 23,618 shares [2] - For the first half of 2025, Juxing Technology achieved an operating revenue of 7.03 billion yuan, reflecting a year-on-year growth of 4.87%, and a net profit attributable to shareholders of 1.27 billion yuan, which is a 6.63% increase compared to the previous year [2] Dividend and Shareholding Structure - Since its A-share listing, Juxing Technology has distributed a total of 2.23 billion yuan in dividends, with 1.12 billion yuan distributed over the last three years [3] - As of June 30, 2025, the second-largest circulating shareholder is Ruiyuan Growth Value Mixed A, holding 25.18 million shares, an increase of 2.12 million shares from the previous period, while Hong Kong Central Clearing Limited, the fourth-largest shareholder, reduced its holdings by 22.90 million shares [3]

Group 1 - The core point of the news is that Juxing Technology's stock has experienced a decline of 5.67%, with a current price of 32.42 CNY per share and a total market capitalization of 38.725 billion CNY [1] - Juxing Technology, established on August 9, 2001, and listed on July 13, 2010, is based in Hangzhou, Zhejiang Province, and specializes in the research, production, and sales of hand tools, power tools, and smart products [1] - The company's main business revenue composition is as follows: hand tools 65.74%, industrial tools 23.23%, power tools 10.56%, and others 0.47% [1] Group 2 - E Fund's ETF, E Fund National New Energy Battery ETF (159566), has increased its holdings in Juxing Technology by 1,000 shares in the second quarter, now holding 153,300 shares, which accounts for 3.29% of the fund's net value [2] - The current estimated floating loss for the fund due to this investment is approximately 299,000 CNY [2] - E Fund National New Energy Battery ETF (159566) was established on January 31, 2024, with a latest scale of 119 million CNY and has achieved a year-to-date return of 49.33% [2]

Core Viewpoint - Giant Star Technology has shown a stable performance in terms of stock trading and financial results, with a slight increase in stock price and positive growth in revenue and net profit for the first half of 2025 [1][2]. Group 1: Stock Performance - On September 17, Giant Star Technology's stock rose by 1.67%, with a trading volume of 558 million yuan [1]. - The margin trading data indicates a net buying of 8.24 million yuan on the same day, with a total margin balance of 315 million yuan [1]. - The current margin balance of 303 million yuan accounts for 0.75% of the circulating market value, which is below the 30th percentile level over the past year, indicating a low position [1]. Group 2: Financial Performance - For the first half of 2025, Giant Star Technology achieved a revenue of 7.03 billion yuan, representing a year-on-year growth of 4.87% [2]. - The net profit attributable to shareholders for the same period was 1.27 billion yuan, reflecting a year-on-year increase of 6.63% [2]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Giant Star Technology increased to 48,600, marking a 10% rise compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 8.79% to 23,618 shares [2]. - Cumulatively, the company has distributed 2.23 billion yuan in dividends since its A-share listing, with 1.12 billion yuan distributed in the last three years [3].

Group 1 - The core viewpoint of the news is that Juxing Technology's stock performance and financing activities indicate a low level of investor confidence, with a notable decrease in net financing and a high level of short selling [1][2]. - As of August 29, Juxing Technology's stock price fell by 1.19%, with a trading volume of 822 million yuan, and a net financing outflow of 588,800 yuan [1]. - The company's financing balance is 291 million yuan, which is 0.79% of its market capitalization, indicating a low financing level compared to the past year [1]. Group 2 - For the first half of 2025, Juxing Technology reported a revenue of 7.027 billion yuan, representing a year-on-year growth of 4.87%, and a net profit attributable to shareholders of 1.273 billion yuan, up 6.63% year-on-year [2]. - The number of shareholders increased to 48,600, while the average circulating shares per person decreased by 8.79% to 23,618 shares [2]. - The company has distributed a total of 2.226 billion yuan in dividends since its A-share listing, with 1.124 billion yuan distributed in the last three years [3]. Group 3 - As of June 30, 2025, the top ten circulating shareholders include Ruiyuan Growth Value Mixed A, which increased its holdings by 2.1186 million shares, while Hong Kong Central Clearing Limited reduced its holdings by 2.29042 million shares [3]. - The company’s main business revenue composition includes hand tools (68.05%), industrial tools (21.82%), electric tools (9.72%), and others (0.41%) [1].

Group 1 - On August 27, Giant Star Technology experienced a decline of 9.42% with a trading volume of 1.834 billion yuan, and the net financing purchase amounted to 61.56 million yuan [1] - As of August 27, the total margin balance for Giant Star Technology was 303 million yuan, with a financing balance of 294 million yuan, representing 0.78% of the circulating market value, which is below the 30th percentile level over the past year [1] - The company’s main business revenue composition includes hand tools (68.05%), industrial tools (21.82%), electric tools (9.72%), and others (0.41%) [1] Group 2 - As of June 30, the number of shareholders for Giant Star Technology was 48,600, an increase of 10% compared to the previous period, while the average circulating shares per person decreased by 8.79% to 23,618 shares [2] - For the first half of 2025, Giant Star Technology reported a revenue of 7.027 billion yuan, a year-on-year increase of 4.87%, and a net profit attributable to shareholders of 1.273 billion yuan, up 6.63% year-on-year [2] - Since its A-share listing, Giant Star Technology has distributed a total of 2.226 billion yuan in dividends, with 1.124 billion yuan distributed in the last three years [3]