胡玺潮累计任职时间110天，现任基金资产总规模1.23亿元，任职期间最佳基金回报4.08%， 任职期间 最差基金回报0.11%。 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。 1月9日，勘设股份跌5.31%，截至发稿，报11.41元/股，成交1599.66万元，换手率0.45%，总市值34.93 亿元。 资料显示，贵州省交通规划勘察设计研究院股份有限公司位于贵州省贵阳市高新技术产业开发区阳关大 道附100号，成立日期2010年4月30日，上市日期2017年8月9日，公司主营业务涉及工程咨询与工程承 包,主要提供公路、桥梁、隧道、岩土、机电、市政、建筑、港口与航道等领域的勘察、设计、咨询、 试验检测、监理、施工、总承包等工程技术服务。主营业务收入构成为：工程咨询72.30%，工程承包 24.78%，产品销售2.26%，其他(补充)0.65%。 从基金十大重仓股角度 数据显示，兴华基金旗下1只基金重仓勘设股份。兴华景成混合A（023173）三季度持有股数78.1万股， 占基 ...

勘设股份公告称，近日媒体报道该公司参与航天港项目、拓展新兴业务、助力商业航天发射场落地等内 容为不实信息。截至目前，公司不涉及商业航天、卫星导航业务，主营业务仍为工程咨询和工程承包。 公司提醒投资者，以指定媒体披露信息为准，理性投资，注意风险。 ...

人民财讯1月8日电，勘设股份（603458）1月8日公告，近日，公司关注到相关媒体对公司业务情况及相 关事项的报道。公司对此予以澄清说明：经核实，相关报道中所述"**航天港项目方案，将由**、**、 勘设股份及**共同发起成立项目主体，负责项目的规划、建设与运营"、"近年来，公司积极推动转型升 级，拓展低空经济、航空航天基础设施等新兴业务领域"、"勘设股份助力专业商业航天发射场项目落地 实施"为不实信息。截至目前，公司不涉及商业航天、卫星导航业务。公司主营业务未发生重大变化， 目前依然为工程咨询和工程承包。 ...

12月29日，勘设股份涨5.1%，截至发稿，报9.07元/股，成交1.48亿元，换手率5.44%，总市值27.77亿 元。 资料显示，贵州省交通规划勘察设计研究院股份有限公司位于贵州省贵阳市高新技术产业开发区阳关大 道附100号，成立日期2010年4月30日，上市日期2017年8月9日，公司主营业务涉及工程咨询与工程承 包,主要提供公路、桥梁、隧道、岩土、机电、市政、建筑、港口与航道等领域的勘察、设计、咨询、 试验检测、监理、施工、总承包等工程技术服务。主营业务收入构成为：工程咨询72.30%，工程承包 24.78%，产品销售2.26%，其他(补充)0.65%。 从基金十大重仓股角度 截至发稿，吕智卓累计任职时间5年1天，现任基金资产总规模33.64亿元，任职期间最佳基金回报 22.52%， 任职期间最差基金回报-8.65%。 崔涛累计任职时间2年208天，现任基金资产总规模1.6亿元，任职期间最佳基金回报23.51%， 任职期间 最差基金回报-6.1%。 胡玺潮累计任职时间99天，现任基金资产总规模1.23亿元，任职期间最佳基金回报3.4%， 任职期间最 差基金回报0.13%。 风险提示：市场有风险，投资需 ...

Core Viewpoint - The stock of Guizhou Transportation Planning and Design Institute Co., Ltd. (勘设股份) increased by 5.15% on November 5, reaching a price of 8.98 CNY per share, with a trading volume of 120 million CNY and a turnover rate of 4.49%, resulting in a total market capitalization of 2.749 billion CNY [1] Company Overview - Guizhou Transportation Planning and Design Institute Co., Ltd. was established on April 30, 2010, and listed on August 9, 2017. The company is located in the High-tech Industrial Development Zone of Guiyang, Guizhou Province [1] - The main business activities include engineering consulting and contracting, providing services in various fields such as highways, bridges, tunnels, geotechnical engineering, electromechanical, municipal, construction, ports, and waterways [1] - The revenue composition of the company is as follows: engineering consulting 72.30%, engineering contracting 24.78%, product sales 2.26%, and other (supplementary) 0.65% [1] Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under Xinghua Fund holds a significant position in Guizhou Transportation Planning and Design Institute. Xinghua Jingcheng Mixed A (023173) held 781,000 shares in the third quarter, accounting for 9.69% of the fund's net value, making it the second-largest heavy stock [2] - The estimated floating profit from this position is approximately 343,600 CNY [2] Fund Manager Information - Xinghua Jingcheng Mixed A (023173) was established on July 9, 2025, with a latest scale of 60.2717 million CNY and a cumulative return of 21.16% since inception [3] - The fund managers are Lü Zhizhuo, Cui Tao, and Hu Xichao, with varying tenures and performance records [4] - Lü Zhizhuo has a tenure of 4 years and 312 days, managing assets totaling 3.364 billion CNY, with the best return of 21.16% and the worst return of -8.65% during his tenure [4] - Cui Tao has a tenure of 2 years and 154 days, managing assets of 160 million CNY, with the best return of 22.86% and the worst return of -6.1% [4] - Hu Xichao has a tenure of 45 days, managing assets of 12.3 million CNY, with the best return of 2.25% and the worst return of 0.52% [4]

Core Insights - On October 20, Sujiao Technology experienced a slight decline of 0.12% with a trading volume of 66.52 million yuan [1] - The company reported a net financing outflow of 1.34 million yuan for the day, with total financing and securities lending balance at 449 million yuan [1][2] Financing Overview - On October 20, Sujiao Technology had a financing buy-in of 7.36 million yuan and a financing repayment of 8.70 million yuan, resulting in a net financing buy-in of -1.34 million yuan [1] - The current financing balance is 447 million yuan, accounting for 4.21% of the circulating market value, which is below the 10% percentile level over the past year, indicating a low financing level [1] - The company repaid 38,900 shares in securities lending on the same day, with a remaining securities lending balance of 163,430 yuan, also below the 30% percentile level over the past year [1] Company Performance - As of June 30, Sujiao Technology had 60,800 shareholders, a decrease of 8.52% from the previous period, with an average of 19,686 circulating shares per person, an increase of 9.31% [2] - For the first half of 2025, the company reported a revenue of 1.776 billion yuan, a year-on-year decrease of 13.75%, and a net profit attributable to shareholders of 95.39 million yuan, down 39.54% year-on-year [2] - Since its A-share listing, Sujiao Technology has distributed a total of 1.421 billion yuan in dividends, with 467 million yuan distributed over the past three years [2] Shareholding Structure - As of June 30, 2025, Hong Kong Central Clearing Limited was the tenth largest circulating shareholder, holding 7.7531 million shares, a decrease of 315,000 shares from the previous period [2]