《基金管理公司绩效考核管理指引（征求意见稿）》（下称《指引》）日前下发，部分业绩长期跑输基准的基金经理或面临降薪。中信建投（601066）基 金研究部行政负责人周紫光旗下在管产品最近三年业绩均大幅跑输基准收益，符合《指引》中至少降薪三成的范畴。 根据《指引》提到的建立阶梯化的绩效薪酬调整机制，过去三年主动权益类产品业绩低于业绩比较基准超过十个百分点且基金利润率为负的，其绩效薪酬 应当较上一年明显下降，降幅不得少于30%；低于业绩比较基准超过十个百分点但基金利润率为正的，其绩效薪酬应当下降。 | | | | [交易日期] 最 准增长率 | 今年以来收益率 区间净值超越基 | 近3年收益率 | | 区间净值超越基 准增长率 | 基金加权平均净 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 新 [是否年化] 否 | [起始交易日期] 本年初 | [交易日期] 最新 [是否年化] | 否 | [起始交易日期] 截止日3年前 | 值利润率 [増发年度] | | | | | | | [计算规则] 复 | ...

深圳商报·读创客户端记者 詹钰叶 《基金管理公司绩效考核管理指引（征求意见稿）》（下称《指引》）日前下发，部分业绩长期跑输基准的基金经理或面临降薪。中信建投基金研究部行政 负责人周紫光旗下在管产品最近三年业绩均大幅跑输基准收益，符合《指引》中至少降薪三成的范畴。 根据《指引》提到的建立阶梯化的绩效薪酬调整机制，过去三年主动权益类产品业绩低于业绩比较基准超过十个百分点且基金利润率为负的，其绩效薪酬应 当较上一年明显下降，降幅不得少于30%；低于业绩比较基准超过十个百分点但基金利润率为正的，其绩效薪酬应当下降。 周紫光在2022年押中新能源后一战成名，中信建投低碳成长A当年收益率在偏股混合型基金中跻身前十；但后因市场风格切换遭遇"滑铁卢"。从最近三年收 益看，中信建投低碳成长混合A、中信建投智信物联网A、中信建投智享生活A净值跌幅在50%左右，分别跑输同期基准约70、66与55个百分点，业绩排名长 期靠后。以上3只基金均由周紫光独立管理，2025年中报显示，这3只产品的基金加权平均净值利润率均为负。 另外，周紫光于今年10月中旬卸任中信建投科技主题6个月持有混合，任职近3年的回报（A份额）为44.31%。接管这只 ...

Core Insights - Hongtian Co., Ltd. (603800.SH) reported its Q3 2025 results, revealing that 12 institutional investors hold a total of 115 million shares, representing 55.39% of the company's total equity [1] - The top ten institutional investors collectively own 55.31% of the shares, with an increase of 1.64 percentage points compared to the previous quarter [1] Institutional Holdings - The number of public funds that increased their holdings this period is 2, including Guotai Jin Ying Growth Flexible Allocation Mixed Fund and Guotai Research Advantage Mixed Fund, with an increase ratio of 0.17% [2] - Four public funds decreased their holdings compared to the previous quarter, including CITIC Jiantou Low Carbon Growth Mixed Fund and Guotai Value Classic Flexible Allocation Mixed Fund, with a decrease ratio of 0.23% [2] - Two new public funds were disclosed this period, including Yongying Semiconductor Industry Selected Mixed Fund and Jin Ying Minfeng Return Mixed Fund [2] - Sixteen public funds were not disclosed this period, including Guotai Medical Health Stock A and CITIC Jiantou Smart IoT A [2]

Group 1 - The core point of the news is that Hewei Electric experienced a decline of 5.06% in its stock price, reaching 32.48 CNY per share, with a trading volume of 759 million CNY and a turnover rate of 5.02%, resulting in a total market capitalization of 14.867 billion CNY [1] - Hewei Electric, established on April 20, 2007, and listed on July 28, 2017, is based in Shenzhen, Guangdong Province, and focuses on the field of electric energy conversion, helping clients achieve efficient, reliable, and high-quality power generation, usage, and transmission [1] - The company's main business revenue composition includes 80.88% from new energy control business, 11.99% from engineering transmission business, and 5.02% from other sources [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under CITIC Jiantou has a significant position in Hewei Electric, with the CITIC Jiantou Low Carbon Growth Mixed A Fund (013851) increasing its holdings by 142,900 shares in the second quarter, totaling 772,600 shares, which accounts for 4.43% of the fund's net value, making it the sixth-largest heavy stock [2] - The CITIC Jiantou Low Carbon Growth Mixed A Fund was established on December 13, 2021, with a latest scale of 207 million CNY, showing a year-to-date return of 6.58%, ranking 6460 out of 8160 in its category, and a one-year loss of 1.14%, ranking 7906 out of 8021 [2] - The fund manager of CITIC Jiantou Low Carbon Growth Mixed A Fund is Zhou Ziguang, who has been in the position for 8 years and 146 days, with the fund's total asset scale at 888 million CNY, achieving a best return of 25.37% and a worst return of -46.25% during his tenure [3]

Group 1 - The core point of the news is that Hewei Electric experienced a decline of 5.18% in its stock price, reaching 33.50 CNY per share, with a trading volume of 266 million CNY and a turnover rate of 1.72%, resulting in a total market capitalization of 15.334 billion CNY [1] - Hewei Electric, established on April 20, 2007, and listed on July 28, 2017, is based in Shenzhen, Guangdong Province, and focuses on the field of electric energy conversion, helping clients achieve efficient, reliable, and high-quality generation, consumption, and transmission of electricity [1] - The company's main business revenue composition includes 80.88% from new energy control business, 11.99% from engineering transmission business, and 5.02% from other sources, with an additional 2.10% categorized as supplementary [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under CITIC Jiantou has heavily invested in Hewei Electric, specifically the CITIC Jiantou Low Carbon Growth Mixed A Fund (013851), which increased its holdings by 142,900 shares in the second quarter, bringing the total to 772,600 shares, accounting for 4.43% of the fund's net value, making it the sixth-largest heavy stock [2] - The CITIC Jiantou Low Carbon Growth Mixed A Fund, established on December 13, 2021, has a current scale of 207 million CNY, with a year-to-date return of 6.35%, ranking 6580 out of 8234 in its category; it has incurred a loss of 8.04% over the past year, ranking 8037 out of 8083, and a cumulative loss of 45.7% since inception [2]