Group 1: Financial Data Insights - The significant point of focus in the September financial data is the substantial decrease in non-bank deposits, attributed mainly to a high base from the previous year and a turbulent stock market in September 2025, which likely contributed to the reduced non-bank deposits [1][26][27] - In September, the total social financing (社融) decreased by 2,297 billion yuan year-on-year, with new social financing amounting to 35,338 billion yuan, which was below market expectations [2][27] - The new RMB loans in September were 12,900 billion yuan, a year-on-year decrease of 3,000 billion yuan, indicating a continued weak credit environment [3][27] Group 2: Company-Specific Insights on 德昌电机控股 (Johnson Electric) - 德昌电机控股 is positioned to benefit from the growth in humanoid robot components manufacturing, leveraging its established advantages in the electric motor sector and its extensive overseas presence [6][20][21] - The company is expected to see a steady increase in net profit, projected at 2.81 billion USD for 2026, 3.22 billion USD for 2027, and 3.55 billion USD for 2028, reflecting growth rates of 7%, 15%, and 10% respectively [6][20] - The automotive small motor market is anticipated to grow, with the average selling price (ASP) of small motors in smart electric vehicles expected to increase by 50% compared to traditional fuel vehicles, driven by advancements in various vehicle systems [8][21]

Group 1 - Guangsheng Nonferrous Metal Co., Ltd. has seen its stock price increase by 5.04% to 60.65 CNY per share, with a trading volume of 795 million CNY and a turnover rate of 3.95%, resulting in a total market capitalization of 20.405 billion CNY [1] - The stock has experienced a continuous rise for five days, accumulating a total increase of 8.15% during this period [1] - The company, established on June 18, 1993, and listed on May 25, 2000, primarily engages in the mining and processing of nonferrous metals, with business revenue composition of 59.32% from commercial activities and 40.68% from industrial activities [1] Group 2 - According to data from the top ten holdings of funds, one fund under ICBC Credit Suisse holds shares in Guangsheng Nonferrous, specifically the ICBC CSI Rare Metals Theme ETF [2] - The fund held 100 shares of Guangsheng Nonferrous, accounting for 0.02% of the fund's net value, ranking as the ninth largest holding [2] - The fund has achieved a year-to-date return of 62.97%, ranking 14th out of 199 in its category, and a one-year return of 57.74%, ranking 22nd out of 181 [2]

9月18日，广晟有色跌5.08%，截至发稿，报56.21元/股，成交9.34亿元，换手率4.84%，总市值189.11亿 元。 截至发稿，朱慧琳累计任职时间3年91天，现任基金资产总规模1.37亿元，任职期间最佳基金回报 34.55%， 任职期间最差基金回报-21.13%。 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，德邦基金旗下1只基金重仓广晟有色。德邦民裕进取量化精选灵活配置混合A（005947）二 季度持有股数10.78万股，与上期相比持股数量不变，占基金净值比例为9.22%，位居第二大重仓股。根 据测算，今日浮亏损失约32.45万元。 德邦民裕进取量化精选灵活配置混合A（005947）成立日期2018年6月22日，最新规模5725.77万。今年 以来收益36.24%，同类排名2138/8172；近一年收益52.89%，同类排名3097/7980；成立以来收益 26.5%。 德邦民裕进取量化精选灵活配置混合A（005947）基金经理 ...

Group 1 - Guangsheng Nonferrous Metals Co., Ltd. experienced a decline of 5.04% on September 16, with a stock price of 58.81 yuan per share, a trading volume of 436 million yuan, a turnover rate of 2.15%, and a total market capitalization of 19.786 billion yuan [1] - The company is located in Guangzhou, Guangdong Province, and was established on June 18, 1993, with its listing date on May 25, 2000. Its main business involves the mining and processing of nonferrous metals, with revenue composition of 59.32% from commercial activities and 40.68% from industrial activities [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under ICBC Credit Suisse holds shares in Guangsheng Nonferrous. The ICBC CSI Rare Metals Theme ETF Linked A (019087) held 100 shares in the second quarter, accounting for 0.02% of the fund's net value, ranking as the ninth largest heavy stock. The estimated floating loss today is approximately 312 yuan [2] - The ICBC CSI Rare Metals Theme ETF Linked A (019087) was established on September 22, 2023, with a latest scale of 13.4574 million yuan. Year-to-date returns are 54.89%, ranking 13 out of 197 in its category; the one-year return is 91.9%, ranking 26 out of 179; and since inception, the return is 43.58% [2] - The fund manager of ICBC CSI Rare Metals Theme ETF Linked A is Shi Baojiao, who has a cumulative tenure of 3 years and 291 days. The total asset size during his tenure is 3.304 billion yuan, with the best fund return of 69.36% and the worst fund return of -24.87% [2]

截至发稿，王秀累计任职时间1年219天，现任基金资产总规模4.51亿元，任职期间最佳基金回报 170.03%， 任职期间最差基金回报23.33%。 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。 数据显示，同泰基金旗下1只基金重仓广晟有色。同泰慧盈混合A（008178）二季度持有股数6000股， 占基金净值比例为2.49%，位居第四大重仓股。根据测算，今日浮亏损失约1.97万元。 同泰慧盈混合A（008178）成立日期2019年11月26日，最新规模418.8万。今年以来收益16.59%，同类 排名4297/8180；近一年收益29.47%，同类排名4572/7978；成立以来收益5.79%。 同泰慧盈混合A（008178）基金经理为王秀。 9月4日，广晟有色跌5.05%，截至发稿，报61.87元/股，成交9.89亿元，换手率4.63%，总市值208.15亿 元。 资料显示，广晟有色金属股份有限公司位于广东省广州市番禺区汉溪大道东386号广晟万博城A塔写字 楼36-37楼 ...