10月9日，亚翔集成涨5.27%，截至发稿，报44.15元/股，成交1.25亿元，换手率1.36%，总市值94.20亿 元。 中信建投稳利A（000804）基金经理为杨志武。 截至发稿，杨志武累计任职时间2年311天，现任基金资产总规模3.14亿元，任职期间最佳基金回报 42.9%， 任职期间最差基金回报2.21%。 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 资料显示，亚翔系统集成科技(苏州)股份有限公司位于江苏省苏州工业园区方达街33号，成立日期2002 年2月28日，上市日期2016年12月30日，公司主营业务涉及IC半导体、光电等高科技电子产业及食品医 药、云计算中心等相关领域的建厂工程提供洁净室工程、机电工程及建筑工程等服务,包括洁净厂房建 造规划、设计建议、设备配置、洁净室环境系统集成工程及维护服务等。主营业务收入构成为：洁净室 系统集成工程施工收入94.53%，其他工程施工收入3.13%，设备销售收入1.44%，其他(补充)0.90% ...

证券研究报告 | 2025年09月29日 策略快评 2025 年 10 月各行业金股推荐汇总 策略研究·策略快评 | 证券分析师： | 王开 | 021-60933132 | wangkai8@guosen.com.cn | 执证编码：S0980521030001 | | --- | --- | --- | --- | --- | | 证券分析师： | 陈凯畅 | 021-60375429 | chenkaichang@guosen.com.cn | 执证编码：S0980523090002 | 10 月金股推荐汇总 表1：2025 年 10 月各行业金股推荐标的汇总 | 行业名称 | 分析师 | 股票代码 | 股票名称 | 投资逻辑 | | --- | --- | --- | --- | --- | | | | | | 连接与处理能力兼具，全面受益端侧物联网 AI 化趋势。公司自身除了稀缺的 2-5G 全制式蜂窝通 信能力外，兼备端侧连接与计算能力。连接方面，WiFi/蓝牙/GNSS/Lora 等主流通信协议均有成 | | 电子 | 胡剑 | 688220.SH | 翱捷科技 | 熟产品；处理方面，相关 CP ...

Group 1 - The core viewpoint of the news is that Shenghui Integrated has seen a stock price increase of 5.13%, reaching 42.20 CNY per share, with a total market capitalization of 4.22 billion CNY [1] - Shenghui Integrated is primarily engaged in cleanroom engineering services in high-tech industries such as IC semiconductors and optoelectronics, with its main business revenue composition being 64.36% from cleanroom engineering, 31.78% from other electromechanical installation projects, 3.74% from equipment sales, and 0.11% from other sources [1] - The company was established on September 3, 2003, and was listed on October 13, 2022 [1] Group 2 - According to data, Baodao Fund's Baodao Yuanhang Mixed A (007126) has entered the top ten circulating shareholders of Shenghui Integrated, holding 239,800 shares, which accounts for 0.69% of the circulating shares [2] - The fund has achieved a year-to-date return of 22.83% and a one-year return of 48.15%, ranking 2,211 out of 7,978 in its category [2] - Baodao Yuanhang Mixed A was established on April 30, 2019, and has a current scale of 1.685 billion CNY [2]

Company Overview - Yaxing Integrated Technology Co., Ltd. is located in Suzhou Industrial Park, Jiangsu Province, and was established on February 28, 2002. The company went public on December 30, 2016 [1] - The main business involves high-tech electronic industries such as IC semiconductors and optoelectronics, as well as providing cleanroom engineering, electromechanical engineering, and construction engineering services for sectors like food, medicine, and cloud computing [1] - The revenue composition includes 94.53% from cleanroom system integration engineering, 3.13% from other engineering construction, 1.44% from equipment sales, and 0.90% from other sources [1] Stock Performance - As of September 4, Yaxing Integrated's stock price fell by 5% to 40.05 CNY per share, with a trading volume of 51.86 million CNY and a turnover rate of 0.60%. The total market capitalization is 8.545 billion CNY [1] Fund Holdings - Citic Securities Investment Fund has a significant holding in Yaxing Integrated, with the Citic Securities Stable Profit A Fund (000804) holding 3,800 shares, representing 0.22% of the fund's net value, making it the sixth-largest holding [2] - The fund has a total scale of 53.6098 million CNY and has achieved a year-to-date return of 11.42%, ranking 5,262 out of 8,180 in its category [2]

Group 1 - The stock price of Yaxing Integration on August 27 was 40.78 yuan, down 3.93% from the previous trading day, with significant intraday volatility observed [1] - The company reported a trading volume of 623 million yuan and a turnover rate of 6.87% on the same day [1] - Yaxing Integration specializes in cleanroom engineering services, particularly in high-tech industries such as semiconductors and optoelectronics, and is recognized as a professional solution provider in the cleanroom system integration sector [1] Group 2 - On August 27, the net outflow of main funds was 52.48 million yuan, accounting for 0.6% of the circulating market value [1] - However, over the past five days, the overall trend of main funds has shown a net inflow, totaling 30.67 million yuan [1]