中海魅力长三角混合

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【机构调研记录】中海基金调研民爆光电、巨人网络
Zheng Quan Zhi Xing· 2025-08-29 00:07
Group 1: Minexplosion Optoelectronics (301362) - The company expects revenue distribution in 2025 H1 to be 45.46% from Europe, 18.71% from Asia, 14.71% from Oceania, 14.38% from the Americas, and 5.05% from domestic sales [1] - The company has over 300 million yuan in hand orders, with Europe being the main revenue source [1] - The Vietnam factory is planned to be operational by August 2026, with a full production value of 500 million yuan to address the North American market and trade frictions [1] - The company aims for annual revenue of 100-150 million yuan from each of its special lighting segments, including plant, emergency, medical beauty, and explosion-proof lighting [1] - The company reported a revenue of 14 million yuan from explosion-proof lighting in 2025 H1, a year-on-year increase of 435.52% [1] - The company plans to maintain a cash dividend policy of at least 50% of distributable profits annually, with dividends of 249 million yuan in 2023 and 196 million yuan in 2024 [1] Group 2: Giant Network (002558) - The company achieved a revenue of 1.662 billion yuan in 2025 H1, a year-on-year growth of 16.47%, and a net profit of 777 million yuan, up 8.27% [2] - The self-developed product "Supernatural Action Group" has shown rapid growth in user base and revenue, with major contributions expected to be released later due to revenue deferral [2] - The company plans to extend the game lifecycle through enhanced content supply, optimized game performance, and collaboration with well-known IPs [2] - The company is exploring overseas markets for "Supernatural Action Group" and continues to innovate in native I-games [2] - The increase in contract liabilities in Q1 and Q2 is attributed to revenue growth from "Original Journey" and deferred income [2] - R&D expenses increased in Q2 due to rising labor costs and technical service fees [2]
基金净值增长率排行榜:8月6日107只基金回报超3%
Zheng Quan Shi Bao Wang· 2025-08-07 03:14
8月6日股票型及混合型基金净值增长率排行榜 股票型及混合型基金中,昨日实现正回报的占90.42%,107只基金回报超3%,29只基金净值回撤超 1%。 上证指数昨日上涨0.45%,报收3633.99点,深证成指上涨0.64%,创业板指上涨0.66%,科创50指数上涨 0.58%。盘面上,申万一级行业中,涨幅居前的有国防军工、机械设备、煤炭等,分别上涨3.07%、 1.98%、1.89%。跌幅居前的有医药生物、商贸零售、建筑材料等,分别下跌0.65%、0.23%、0.23%。 证券时报·数据宝统计,股票型及混合型基金中,8月6日算术平均净值增长率0.56%,净值增长率为正的 占90.42%,其中,净值增长率超3%的有107只,中海魅力长三角混合净值增长率为5.80%,回报率居 首,紧随其后的是恒越智选科技混合C、恒越智选科技混合A、民生加银前沿科技混合等,净值增长率 分别为5.35%、5.35%、5.34%。 统计显示,净值增长率超3%的基金中,以所属基金公司统计,有6只基金属于长城基金,方正富邦基 金、鹏华基金等分别有6只、6只基金上榜。 基金投资类型方面,净值增长率居首的中海魅力长三角混合属于灵活配置型,净 ...
8/6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· 2025-08-06 16:10
6日开放式基金净值增长排名前10的基金分别是:中海魅力长三角混合、恒越智选科技混合C、恒越智选科技混合A、民生加银前沿科技混合、同泰竞争优势 混合A、同泰竞争优势混合C、富荣福锦混合C、富荣福锦混合A、弘毅远方甄选混合C、弘毅远方甄选混合A。 一顿操作猛如虎,目前已有28258只基金更新净值,谁是基金中的王者,谁又垫底,请看数据: | 排名 | 代码 | 基金简称 | 2025-08-06 | | 2025-08-05 | | Friday of C | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 車位净值3 | 累计净值3 | 单位净值8 | 累计净值$ | | | 1 | 018160 | 国泰创新医疗混合发起C | 1.1799 | 1.1799 | 1.1958 | 1.1958 | -0.01 | | 2 | 018159 | 国泰创新医疗混合发起A | 1.1901 | 1.1901 | 1.2061 | 1.2061 | -0.01 | | 3 | 020492 | 万家医药量化选股混合发起式C | 1.2070 | 1.2 ...