数据显示，光大保德信基金旗下1只基金重仓品茗科技。光大保德信锦弘混合A（011231）三季度持有 股数1811股，占基金净值比例为0.35%，位居第九大重仓股。根据测算，今日浮盈赚取约2716.5元。 光大保德信锦弘混合A（011231）成立日期2021年3月8日，最新规模2713.22万。今年以来收益11.32%， 同类排名5593/8087；近一年收益10.28%，同类排名5631/8085；成立以来收益24.85%。 光大保德信锦弘混合A（011231）基金经理为王卫林。 截至发稿，王卫林累计任职时间6年13天，现任基金资产总规模20.54亿元，任职期间最佳基金回报 57.24%， 任职期间最差基金回报-4.92%。 12月30日，品茗科技涨1.12%，截至发稿，报135.68元/股，成交2.85亿元，换手率2.78%，总市值106.97 亿元。 资料显示，品茗科技股份有限公司位于浙江省杭州市西湖区西斗门路3号天堂软件园B幢，成立日期 2011年7月11日，上市日期2021年3月30日，公司主营业务涉及聚焦于施工阶段的"数字建造"应用化技术 及产品提供商。立足于建筑行业、面向"数字建造"的对象和过程,提 ...

Core Viewpoint - In September, major A-share indices experienced an overall upward trend, with the Shanghai Composite Index rising by 0.64%, the Shenzhen Component Index increasing by 6.54%, and the ChiNext Index gaining 12.04% by the end of the month [2]. Market Performance - As of September 30, the Shanghai Composite Index closed at 3882.78, reflecting a daily increase of 20.25 points or 0.52% [3]. - The total trading volume for both the Shanghai and Shenzhen markets reached 218.141 billion [3]. Top Performing Stocks - The top-performing stock in September was Shoukai Co., with a cumulative increase of 181.20%, driven by market speculation related to its indirect connection with Yushu Technology [5]. - Haibo Technology saw a cumulative increase of 153.52%, attributed to the strong demand for energy storage cells, with its stock reaching a new high of 345.55 yuan [7]. - Pinming Technology recorded a 141.28% increase, influenced by a significant stock transfer agreement that did not change the control of the company [8][9]. Company Highlights - Shoukai Co. reported a revenue of approximately 18.039 billion yuan for the first half of 2025, marking a year-on-year increase of 105.19%, but also recorded a net loss of about 1.839 billion yuan [5]. - Haibo Technology, which focuses on electrochemical energy storage systems, reported a revenue of 4.522 billion yuan for the first half of 2025, a year-on-year increase of 22.66%, with a net profit of 316 million yuan, up 12.05% [7]. - Pinming Technology, which specializes in digital construction technology, announced a stock transfer agreement involving approximately 12.552 million shares, valued at about 496 million yuan [8][9].

Core Insights - In September, the A-share market showed an overall upward trend, with major indices experiencing gains, including a 0.64% increase in the Shanghai Composite Index, a 6.54% rise in the Shenzhen Component Index, and a 12.04% increase in the ChiNext Index [1] Group 1: Top Performing Stocks - Among the top ten stocks in September, nine recorded gains exceeding 100%, with the highest being Shoukai Co., Ltd. at 181.20% [2][3] - Haibo Sichuang ranked second with a monthly increase of 153.52%, driven by strong demand in the energy storage sector [5] - Pinming Technology achieved a 141.28% increase, influenced by significant corporate developments regarding potential changes in control [6][7] Group 2: Company-Specific Developments - Shoukai Co., Ltd. experienced a surge in stock price starting September 3, attributed to its indirect association with Yushu Technology, which announced plans for an IPO [4] - Haibo Sichuang's stock price rose significantly due to the booming demand for energy storage cells, with major battery manufacturers operating at full capacity [5] - Pinming Technology's stock was temporarily suspended due to discussions about a potential change in control, but resumed trading after the matter was resolved without a change in control [6][7]