数据显示，中金基金旗下1只基金重仓特变电工。中金华证清洁能源指数发起A（016915）三季度增持 2.47万股，持有股数6.75万股，占基金净值比例为5.39%，位居第五大重仓股。根据测算，今日浮亏损 失约8.43万元。 11月14日，特变电工跌5.01%，截至发稿，报23.69元/股，成交75.12亿元，换手率6.19%，总市值 1197.01亿元。 资料显示，特变电工股份有限公司位于新疆维吾尔自治区昌吉市北京南路189号，成立日期1993年2月26 日，上市日期1997年6月18日，公司主营业务涉及输变电业务、新能源业务及能源业务。主营业务收入 构成为：电气设备产品27.64%，煤炭产品18.27%，电线电缆产品16.22%，新能源产品及工程13.06%， 发电业务7.16%，铝电子新材料、铝及合金制品6.90%，输变电成套工程4.82%，其他(补充)2.11%，其他 1.63%，黄金1.58%，物流贸易0.60%。 从基金十大重仓股角度 截至发稿，刘重晋累计任职时间8年107天，现任基金资产总规模26.61亿元，任职期间最佳基金回报 32.35%， 任职期间最差基金回报-33.78%。 风险提示：市场有 ...

Group 1 - The core point of the news is that Mingyang Smart Energy experienced a decline of 5.01% in its stock price, reaching 14.59 CNY per share, with a trading volume of 6.91 billion CNY and a turnover rate of 2.03%, resulting in a total market capitalization of 331.41 billion CNY [1] - Mingyang Smart Energy, established on June 2, 2006, and listed on January 23, 2019, is located in Zhongshan, Guangdong Province, and its main business involves high-end equipment manufacturing for renewable energy, investment and operation of renewable energy power plants, and intelligent management services. The revenue composition is entirely from product sales, accounting for 100% [1] Group 2 - From the perspective of major fund holdings, data shows that one fund under CICC has a significant position in Mingyang Smart Energy. The CICC Huazheng Clean Energy Index Initiated A (016915) increased its holdings by 19,600 shares in the third quarter, bringing the total to 56,500 shares, which represents 4.1% of the fund's net value, making it the seventh-largest holding [2] - The CICC Huazheng Clean Energy Index Initiated A (016915) was established on October 27, 2022, with a latest scale of 8.4887 million CNY. Year-to-date, it has achieved a return of 36.39%, ranking 1334 out of 4216 in its category; over the past year, it has returned 21.34%, ranking 2527 out of 3896; since inception, it has incurred a loss of 32.16% [2] - The fund manager of CICC Huazheng Clean Energy Index Initiated A is Liu Chongjin, who has been in the position for 8 years and 97 days. The total asset size of the fund is 2.661 billion CNY, with the best return during his tenure being 32.35% and the worst being -34.75% [2]

Core Points - TBEA Co., Ltd. experienced a 5.03% decline in stock price, trading at 19.07 CNY per share with a total market capitalization of 96.357 billion CNY as of October 15 [1] - The company, established in 1993 and listed in 1997, operates in the power transmission and transformation, new energy, and energy sectors [1] Business Overview - The main revenue composition of TBEA includes: - Electrical equipment products: 27.64% - Coal products: 18.27% - Wires and cables: 16.22% - New energy products and engineering: 13.06% - Power generation: 7.16% - Aluminum electronic materials and aluminum/alloy products: 6.90% - Power transmission and transformation engineering: 4.82% - Other (supplementary): 2.11% - Other: 1.63% - Gold: 1.58% - Logistics and trade: 0.60% [1] Fund Holdings - According to data, one fund from CICC holds a significant position in TBEA, with a reduction of 27,200 shares in Q2, now holding 42,800 shares, representing 5.44% of the fund's net value [2] - The fund, CICC Huazheng Clean Energy Index Initiated A (016915), has a current size of 3.6052 million CNY and has yielded a 35.32% return this year, ranking 1165 out of 4220 in its category [2] - The fund manager, Liu Chongjin, has been in position for over 8 years, with the fund's best return at 32.35% and worst at -32.89% during his tenure [2]

Core Points - Aixiang Co., Ltd. experienced a stock price increase of 5.04%, reaching 16.25 CNY per share, with a trading volume of 287 million CNY and a turnover rate of 1.14%, resulting in a total market capitalization of 34.405 billion CNY [1] Company Overview - Aixiang Co., Ltd. is located in Yiwu, Zhejiang Province, and was established on August 12, 1996, with its listing date on August 16, 1996. The company specializes in the research, production, and sales of solar cells [1] - The revenue composition of Aixiang Co., Ltd. is as follows: solar modules account for 74.44%, solar cells for 18.58%, entrusted processing for 5.63%, technical consulting services for 0.69%, other supplementary services for 0.65%, and smart energy business for 0.00% [1] Fund Holdings - According to data, one fund under CICC holds a significant position in Aixiang Co., Ltd. The CICC Huazheng Clean Energy Index Fund A (016915) held 23,500 shares in the second quarter, representing 3.28% of the fund's net value, making it the ninth-largest holding [2] - The CICC Huazheng Clean Energy Index Fund A was established on October 27, 2022, with a current size of 3.6052 million CNY. Year-to-date returns are 28.97%, ranking 1725 out of 4220 in its category, while the one-year return is 44.61%, ranking 1778 out of 3835 [2] - The fund manager, Liu Zhongjin, has been in the position for 8 years and 61 days, managing total assets of 2.79 billion CNY. The best fund return during his tenure is 32.35%, while the worst is -36.31% [2]