汇添富创新活力混合A（002419）成立日期2016年4月19日，最新规模1.33亿。今年以来收益28.91%， 同类排名3400/8171；近一年收益48.74%，同类排名3072/8004；成立以来收益118.3%。 汇添富创新活力混合A（002419）基金经理为沈若雨、夏正安。 截至发稿，沈若雨累计任职时间4年259天，现任基金资产总规模56.58亿元，任职期间最佳基金回报 95%， 任职期间最差基金回报-8.46%。 9月26日，湘电股份涨5.66%，截至发稿，报16.05元/股，成交4.39亿元，换手率2.12%，总市值236.86亿 元。 资料显示，湘潭电机股份有限公司位于湖南省湘潭市下摄司街302号，成立日期1999年12月26日，上市 日期2002年7月18日，公司主营业务涉及设计、生产、销售发电机、交直流电动机、特种电机、船用推 进系统、电气控制设备、机电一体化系统、变压器、互感器、风力发电设备;开发、研制地铁车辆及混 合动力汽车驱动系统。主营业务收入构成为：电机53.05%，特种41.74%，电控4.16%，其他(补 充)1.04%。 从基金十大重仓股角度 数据显示，汇添富基金旗下1只基金 ...

Group 1 - The core viewpoint of the news is that Xiangdian Co., Ltd. has seen a significant stock price increase of 5.1%, reaching 15.87 CNY per share, with a trading volume of 515 million CNY and a market capitalization of 21.034 billion CNY as of September 11 [1] - Xiangdian Co., Ltd. is based in Xiangtan, Hunan Province, and was established on December 26, 1999. It was listed on July 18, 2002. The company's main business includes the design, production, and sales of generators, AC and DC motors, special motors, marine propulsion systems, electrical control equipment, mechatronic systems, transformers, mutual inductors, and wind power generation equipment. It also develops and researches subway vehicles and hybrid vehicle drive systems [1] - The revenue composition of Xiangdian Co., Ltd. is as follows: motors account for 53.05%, special motors 41.74%, electrical control 4.16%, and other supplementary sources 1.04% [1] Group 2 - From the perspective of major fund holdings, data shows that one fund under the Fortune Fund has a significant position in Xiangdian Co., Ltd. The Fortune Macro Strategy Flexible Allocation Mixed A/B Fund (000029) held 403,000 shares in the second quarter, accounting for 2.55% of the fund's net value, making it the sixth-largest holding [2] - The Fortune Macro Strategy Flexible Allocation Mixed A/B Fund (000029) was established on April 12, 2013, with a current scale of 211 million CNY. Year-to-date, it has achieved a return of 19.48%, ranking 3895 out of 8175 in its category. Over the past year, it has returned 60.34%, ranking 1855 out of 7982, and since inception, it has returned 231.99% [2]

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Xiangdian Co., which has seen significant stock price increases and positive financial results in recent months [1][2]. - As of August 22, Xiangdian Co.'s stock price increased by 48.54% year-to-date, with a 2.01% rise on that day, reaching 16.77 CNY per share [1]. - The company reported a revenue of 25.44 billion CNY for the first half of 2025, reflecting a year-on-year growth of 4.60%, and a net profit of 1.88 billion CNY, up 12.98% [2]. Group 2 - The company has a market capitalization of 222.27 billion CNY and a trading volume of 3.91 billion CNY on August 22, with a turnover rate of 1.79% [1]. - The main business segments of Xiangdian Co. include electric motors (53.05% of revenue), special motors (41.74%), and electrical control (4.16%) [1]. - The shareholder structure shows a decrease in the number of shareholders by 8.52% to 50,000, while the average number of circulating shares per person increased by 9.31% to 26,512 shares [2][3].

Revenue and Profit - The company's total operating revenue reached 2.544 billion yuan, an increase of 4.6% year-on-year. The net profit attributable to shareholders was 188 million yuan, up 12.98% year-on-year. However, the net profit after deducting non-recurring gains and losses was 105 million yuan, a decrease of 28.84% year-on-year. In the second quarter, the operating revenue was 1.335 billion yuan, a year-on-year increase of 13.93%, and the net profit attributable to shareholders was 136 million yuan, up 27.86% year-on-year, but the net profit after deducting non-recurring gains and losses was 67.4 million yuan, down 28.82% year-on-year [1][6]. Profitability - The company's gross profit margin was 15.76%, a decrease of 15.94% year-on-year. The net profit margin was 7.43%, an increase of 8.21% year-on-year. Despite the increase in net profit margin, the decline in gross profit margin indicates certain pressures in cost control. The total operating expenses (selling, administrative, and financial expenses) amounted to 189 million yuan, accounting for 7.44% of revenue, a decrease of 2.47% year-on-year [2]. Cash Flow and Balance Sheet - The operating cash flow per share was -0.14 yuan, a decrease of 40.8% year-on-year, indicating reduced cash collection from operating activities. Additionally, accounts receivable were significantly high, with accounts receivable accounting for 1662.24% of the latest annual net profit, which may adversely affect future cash flow. Cash and cash equivalents were 1.83 billion yuan, a decrease of 1.94% year-on-year, while interest-bearing liabilities were 2.531 billion yuan, a decrease of 0.17% year-on-year [3]. Main Business and Market Environment - The company's main business includes the design, production, and sales of generators, AC and DC motors, special motors, and marine propulsion systems. In the first half of 2025, the company successfully won multiple major projects and expanded into overseas markets. Benefiting from national policy support, the market for explosion-proof, high-efficiency, and energy-saving motors continues to grow, with the penetration rate of high-efficiency motors increasing from 35% in 2024 to 45% in 2025. The marine generator and motor industry is rapidly developing, with growing demand in the defense equipment motor market and the full entry of new energy into the electricity market, providing new development opportunities for the company [4]. Core Competitiveness and Future Development - The company possesses strong technical capabilities in its core businesses of electromagnetic energy, motors, and motor control, with multiple national and provincial innovation platforms and has participated in the formulation of 136 standards. The marketing network covers the entire country, with a continuous increase in market share in traditional markets, and products are exported to over 80 countries and regions. The company will continue to strengthen its technological innovation capabilities, optimize marketing resource allocation, restructure its organizational management system, and deepen digital transformation to respond to market competition and industry changes [5]. Summary - Overall, the company's mid-2025 report shows growth in revenue and net profit attributable to shareholders, but challenges exist in net profit after deducting non-recurring gains and losses, gross profit margin, and cash flow. Particularly, the high proportion of accounts receivable may adversely affect future cash flow. The company needs to further strengthen cost control and accounts receivable management to ensure sustainable development [6].

证券代码：603988 证券简称：中电电机 公告编号：临 2025-013 中电电机股份有限公司 关于完成工商变更登记及协议转让交割的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责 任。 一、工商变更登记情况 中电电机股份有限公司（以下简称"公司"）分别于2025年1月22日、2025 年2月13日召开了第五届董事会第十三次会议及2025年第一次临时股东大会，会 议审议通过了《关于修改＜公司章程＞和章程附件的议案》，具体内容详见公 司分别于2025年1月23日和2025年2月14日在上海证券交易所网站披露的《中电 电机关于修改＜公司章程＞的公告》（公告编号：2025-005）、《中电电机第 五届董事会第十三次会议决议公告》（公告编号：2025-002）和《中电电机 2025年第一次临时股东大会决议公告》（公告编号：2025-009）。 2025年3月3日，公司完成了法定代表人和经营范围的工商变更及《公司章 程》等的相关备案登记手续，并取得无锡市数据局换发的营业执照，具体登记 信息如下： 1、统一社会信用代码：91320 ...