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12/30财经夜宵:得知基金净值排名及选基策略,赶紧告知大家
Sou Hu Cai Jing· 2025-12-30 15:48
Core Viewpoint - The article provides an objective ranking of mutual fund net asset values, highlighting the top-performing and bottom-performing funds without any subjective bias or investment advice [1]. Fund Performance Summary Top 10 Funds by Net Value Growth - The top-performing funds based on net value growth include: 1. 方正富邦远见成长混合A with a net value of 1.4412 and a growth rate of 7.30% 2. 方正富邦远见成长混合C with a net value of 1.4090 and a growth rate of 7.29% 3. 创金合信兴选产业趋势混合A with a net value of 1.1599 and a growth rate of 7.18% 4. 创金合信兴选产业趋势混合C with a net value of 1.1400 and a growth rate of 7.17% 5. 中海魅力长三角混合 with a net value of 3.8050 and a growth rate of 7.12% 6. 德邦高端装备混合发起式A with a net value of 1.2321 and a growth rate of 7.09% 7. 德邦高端装备混合发起式C with a net value of 1.2297 and a growth rate of 7.09% 8. 永赢先进制造智选混合发起A with a net value of 2.5007 and a growth rate of 7.00% 9. 永赢先进制造智选混合发起C with a net value of 2.4750 and a growth rate of 7.00% 10. 财通资管先进制造混合发起式A with a net value of 2.0656 and a growth rate of 6.80% [2]. Bottom 10 Funds by Net Value Decline - The funds with the largest declines in net value include: 1. 国投瑞银白银期货(LOF)A with a net value of 2.0119 and a decline of 5.54% 2. 中加优势企业混合C with a net value of 1.6662 and a decline of 2.98% 3. 中加优势企业混合A with a net value of 1.7436 and a decline of 2.98% 4. 大成中国优选混合C with a net value of 1.3182 and a decline of 2.92% 5. 大成中国优选混合A with a net value of 1.3279 and a decline of 2.92% 6. 汇添富黄金混合A with a net value of 1.8040 and a decline of 2.85% 7. 创金合信全景混合A with a net value of 1.7689 and a decline of 2.85% 8. 创金合信全景混合C with a net value of 1.7526 and a decline of 2.84% 9. 汇添富黄金混合C with a net value of 1.7840 and a decline of 2.83% 10. 国泰大宗商品混合A with a net value of 0.6680 and a decline of 2.62% [3]. Market Overview - The Shanghai Composite Index opened lower but regained momentum, closing flat, while the ChiNext Index opened low and closed higher. The total trading volume reached 2.16 trillion, with a stock rise-to-fall ratio of 1840:3481 and a limit-up/down ratio of 66:19. The leading sectors included chemical fibers and petroleum, both rising over 2%, while public transportation saw a decline of over 2% [5]. Fund Holdings Analysis - The top holdings of the funds show a concentration of 58.81%. Notable stocks include: - 浙江宗泰 with a daily increase of 10.00% - 震裕科技 with a daily increase of 6.18% - 三花智控 with a daily increase of 9.99% - Other significant performers include 拓普集团, 汉威科技, and 斯菱智驱, with various increases [6]. Fund Style and Performance - The fund style is categorized under general machinery, with a focus on humanoid robotics. The net value of the fund has outperformed the market [6]. Conversely, the 国投瑞银白银期货(LOF)A fund, which tracks silver prices, has underperformed due to significant price volatility in the silver market [7].
沈鼓集团冲刺上交所:拟募资21亿 先进制造基金是重要股东
Sou Hu Cai Jing· 2025-12-26 05:06
雷递网 雷建平 12月26日 沈鼓集团股份有限公司(简称:"沈鼓集团")日前递交招股书,准备在上交所主板上市。 | 序号 | 项目名称 | 子项目名称 | 项目实施主体 | 投资总额 | 拟使用募集资 | | --- | --- | --- | --- | --- | --- | | | | | | | 金额 | | | 绿色高效重大 技术装备产业 | 压缩机核心零部件品质提升项目 | 沈阳透半 | 30.132.58 | 30.132.58 | | | | 绿色重大技术装备产业化项目 | 沈阳透半 | 22.400.00 | 22.400.00 | | | | 压缩机工艺创新与产能提升项目 | 沈阳透平 | 16.000.00 | 16,000.00 | | 1 | 化建设项目 | 高端离心压缩机智能制造能力提升 | | | | | | | 项目 | 沈阳透半 | 8.600.00 | 8.600.00 | | | | 大型压缩空气储能压缩机研制及产 | 沈阳透半 | 5.000.00 | 5.000.00 | | | | 业化项目 | | | | | | | 小计 | 1 | 82.132.58 | 82 ...
沈鼓集团上交所主板IPO已受理 拟募资21.34亿元
智通财经网· 2025-12-25 11:30
智通财经获悉,12月25日,沈鼓集团股份有限公司(简称:沈鼓集团)上交所主板IPO已受理。中金公司 为其保荐机构,拟募资21.34亿元。 招股书显示,沈鼓集团是我国通用机械工业的战略型、支柱型、领军型企业,承担了为石油、化工、电 力、天然气、新能源等领域提供重大技术装备和成套解决方案的国产化任务;是世界上少数能够自主设 计制造大型复杂压缩机、高端核主泵等重大技术装备的制造厂商之一。 公司以能源化工装备制造、工业服务和战略新兴产业三大业务板块布局为核心,广泛服务于石油、化 工、电力、天然气、新能源等领域,专注于离心压缩机、往复压缩机以及核泵等重大技术装备类产品的 研发、设计、制造、销售和全生命周期服务。 公司主要产品为离心压缩机、往复压缩机以及核泵,其中离心压缩机以大型重载离心压缩机为主,往复 压缩机以工艺流程用往复压缩机为主,核泵以核主泵、核二级、核三级和常规岛用泵为主。 在压缩机方面,公司主要以大型重载离心压缩机和工艺流程用往复压缩机为主。根据弗若斯特沙利文 《全球及中国压缩机行业独立市场研究报告》,按销售额计, 2023 年,公司在大型重载离心压缩机的 中国市场份额位列第一,在工艺流程往复压缩机的中国市场 ...
锋龙股份:“人形机器人第一股”拟入主,开盘涨停板封单量两倍于流通盘
Zheng Quan Shi Bao Wang· 2025-12-25 02:12
| | 复权 叠加 多股 统计 | 画线 标记 +自选 返回 | | | 锋龙股份福建002931 | | 通用机械 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 22.37 | | 22.50 | | 21.65 1.97 10.01% | | 0.30% | | | | | 21.00 | 米 | 英 | 撒 | all | | | | | 19.50 | 家 | | | | | | | | 18.00 | में ब | | | | | | | | 16.50 | 卖二 | | | | | | | | 15.00 | 英 | | | | | | | | | | | 21.65 4598915 | | | 财 | 跌 榜 | 停 | | | 21.64 | 20027 | | | | A.I.III... IIIII. | | 10.00 | | 21.63 | 972 376 129 | | | | | | | | 21.62 | | | | | | | | 深 | 21.61 | | | | | | | | 涨停 | 21.65 | 跌 ...
优必选拟入主,锋龙股份一字涨停,开盘封单量两倍于流通盘
Zheng Quan Shi Bao Wang· 2025-12-25 01:50
| | | 复权 叠加 多股 统计 圆笼 | 标记 +自选 返回 | | | 锋龙股份需要002931 | | 通用机械 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 22.37 | | 22.50 | | 21.65 1.97 10.01% | | 0.30% | | | | | | 21.00 | क्षेत | 英 | 量 | | | | | | | 19.50 | 2017 | | | | | | | | | 18.00 | 22/4 | | | | | | | | | 16.50 | | | | | | | | | | 15.00 | 英英英是是 | 21.65 | 4598915 | | | 财 | 跌 | 榜 停 | | | | 21.64 | 20027 | | | | | | | | | 21.63 | 972 | | | | | | | 10.00 | | 21.62 | 376 | | | | Allinal lin. | | | | 米山 | 21.61 | 129 | | | | | | | | 涨停 ...
鲍斯股份:12月19日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-19 11:13
每经AI快讯,鲍斯股份(SZ 300441,收盘价:7.57元)12月19日晚间发布公告称,公司第六届第一次 董事会会议于2025年12月19日在公司会议室以现场表决和通讯表决相结合的方式召开。会议审议了《关 于聘任公司高级管理人员的议案》等文件。 每经头条(nbdtoutiao)——海南封关首日直击:为中国探路,全球最大自贸港如何重塑开放边界? (记者 张明双) 2024年1至12月份,鲍斯股份的营业收入构成为:通用机械行业占比100.0%。 截至发稿,鲍斯股份市值为49亿元。 ...
出口韧性的“来源”?
Sou Hu Cai Jing· 2025-12-09 00:39
Core Viewpoint - The significant rebound in November exports is primarily attributed to the dissipation of short-term supply disruptions rather than an improvement in external demand [2][7][30] Export Analysis - November exports increased by 5.9% year-on-year (YoY) in USD terms, a notable recovery from a decline of 1.1% in October, driven by factors such as increased working days and the reduction of "production rush" effects [2][6][7] - The increase in working days in November (up by 2 days YoY) and the tapering off of the "production rush" phenomenon contributed significantly to the export rebound [2][7] - Exports to emerging economies showed a marked recovery in November, with exports to Africa and Latin America rising by 17.1 percentage points (pct) and 12.8 pct respectively, despite no significant improvement in demand from these regions [2][11] - The export of goods such as food, steel, and auto parts, which had seen significant declines in October, rebounded in November, with respective increases of 34 pct, 18.7 pct, and 13.6 pct [3][18] Import Analysis - Imports also showed a recovery in November, with a YoY increase of 1.9%, up by 0.9 pct from the previous month [3][25] - Processing trade imports surged by 9.2 pct to 13.9%, exceeding previous growth levels, indicating a rebound in supply conditions [3][25] - Major commodities like crude oil and electromechanical products saw improved import growth rates, with crude oil imports increasing by 8.4 pct to 8.1% [3][25][51] Future Outlook - The easing of supply disruptions, combined with ongoing improvements in external demand and China's competitive export advantages, is expected to support exports for the remainder of the year [4][30] - The potential for improved exports to the U.S. is bolstered by the easing of tariffs and the likelihood of inventory replenishment in the U.S. market [4][30] - Continued industrialization in emerging markets is anticipated to drive demand for imported production materials, further supporting China's export of intermediate and capital goods [4][30] Regular Tracking - In November, both exports and imports showed signs of recovery, with notable increases in consumer electronics and light industrial products [5][37] - Capital goods exports exhibited mixed results, with intermediate goods like auto parts and integrated circuits showing growth [5][40] - Exports to non-U.S. developed economies and emerging markets increased, while exports to the U.S. declined [5][47][48]
亿利达:12月4日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-04 11:35
每经AI快讯,亿利达(SZ 002686,收盘价:7.3元)12月4日晚间发布公告称,公司第五届第十四次董 事会会议于2025年12月4日在公司一楼会议室以现场结合通讯的方式召开。会议审议了《关于公司拟处 置闲置设备并签署资产交易合同的议案》等文件。 (记者 曾健辉) 2025年1至6月份,亿利达的营业收入构成为:通用机械占比54.17%,汽车零部件制造业占比39.61%, 其他主营业务占比4.01%,新材料制造业占比2.21%。 截至发稿,亿利达市值为41亿元。 每经头条(nbdtoutiao)——让"铁疙瘩"从数万米高空精准"踩刹车",中国商业航天"降本复用"只差"最 后一公里"!朱雀之后,同行排队接力 ...
亿利达:累计回购股份数量约为615万股
Mei Ri Jing Ji Xin Wen· 2025-12-01 10:36
Company Overview - Yilida (SZ 002686) announced on December 1 that as of November 30, 2025, it has repurchased approximately 6.15 million shares through a dedicated securities account via centralized bidding, accounting for about 1.0863% of the company's total share capital, with a total transaction amount of approximately 39.28 million yuan [1][1][1] Financial Performance - For the first half of 2025, Yilida's revenue composition is as follows: General machinery accounts for 54.17%, automotive parts manufacturing accounts for 39.61%, other main businesses account for 4.01%, and new materials manufacturing accounts for 2.21% [1][1][1] Market Capitalization - As of the report date, Yilida's market capitalization stands at 3.8 billion yuan [1][1][1]
看好燃气轮机、人形机器人和核聚变 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-12-01 03:05
Market Performance - The SW Machinery Equipment Index increased by 3.91% during the trading days from November 24 to November 28, 2025, ranking 7th among 31 primary industry categories [1] - Year-to-date performance shows the SW Machinery Equipment Index up by 30.48%, ranking 6th among the same categories, while the CSI 300 Index rose by 15.04% [1] Core Insights - The demand for gas turbines is expected to rise due to AI, with significant growth in power consumption from data centers in the U.S., projected to increase from 8.9 GW to 111.3 GW between 2025 and 2028 [2] - The turbine blades, being core components of gas turbines, face a global supply shortage, with 应流股份 positioned as a leading domestic supplier, already supplying blades for Siemens Energy and developing blades for H-class gas turbines [2] - 应流股份 has strengthened its collaboration with Baker Hughes, securing future orders for multiple gas turbine blades, indicating a robust outlook for export orders [2] Company Developments - 优必选 has secured two significant contracts totaling 4.07 billion yuan for humanoid robot projects, with the Walker series orders reaching 1.3 billion yuan for 2025 [3] - The company is expected to see a pivotal year in 2025 for humanoid robot deliveries and commercialization, coinciding with the IPO of 宇树科技 and Tesla's production ramp-up [3] - The 合肥 BEST fusion project has seen over 2 billion yuan in tenders in November alone, indicating an acceleration in fusion project bidding as construction progresses [3] Industry Trends - General machinery is under continuous pressure, while engineering machinery is accelerating upward [3] - The shipbuilding sector is experiencing a slowdown, oil service equipment is stabilizing at the bottom, railway equipment is steadily increasing, and gas turbines are showing stable growth [3]