光大保德信锦弘混合A（011231）基金经理为王卫林。 截至发稿，王卫林累计任职时间5年343天，现任基金资产总规模20.54亿元，任职期间最佳基金回报 57.24%， 任职期间最差基金回报-13.01%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，光大保德信基金旗下1只基金重仓品茗科技。光大保德信锦弘混合A（011231）三季度持有 股数1811股，占基金净值比例为0.35%，位居第九大重仓股。根据测算，今日浮亏损失约1.62万元。 光大保德信锦弘混合A（011231）成立日期2021年3月8日，最新规模2713.22万。今年以来收益9.44%， 同类排名5472/8136；近一年收益12.45%，同类排名5108/8058；成立以来收益22.74%。 11月25日，品茗科技跌5.2%，截至发稿，报163.06元/股，成交3.62亿元，换手率2.73%，总市值128.56 亿元。 资料显示，品茗科技股份有限公司位 ...

11月21日，品茗科技涨4.77%，成交额4.24亿元。两融数据显示，当日品茗科技获融资买入额5907.06万 元，融资偿还8662.86万元，融资净买入-2755.80万元。截至11月21日，品茗科技融资融券余额合计2.99 亿元。 融资方面，品茗科技当日融资买入5907.06万元。当前融资余额2.99亿元，占流通市值的2.56%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，品茗科技11月21日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，品茗科技股份有限公司位于浙江省杭州市西湖区西斗门路3号天堂软件园B幢，成立日期 2011年7月11日，上市日期2021年3月30日，公司主营业务涉及聚焦于施工阶段的"数字建造"应用化技术 及产品提供商。立足于建筑行业、面向"数字建造"的对象和过程,提供自施工准备阶段至竣工验收阶段 的应用化技术、产品及解决方案,满足各方在成本、安全、质量、进度、信息管控等方面的信息化需 求。主营业务收入构成为：信息化软件产品57.44%，智慧工地产品42. ...

Group 1 - The core viewpoint of the news is that Pinming Technology's stock has experienced significant fluctuations, with a year-to-date increase of 481.74% and a recent decline of 2.20% [1] - As of November 21, the stock price is reported at 138.68 yuan per share, with a total market capitalization of 10.934 billion yuan [1] - The company has seen a net outflow of 487,500 yuan in principal funds, while large orders accounted for 37.39% of total buying and 59.71% of total selling [1] Group 2 - Pinming Technology, established on July 11, 2011, focuses on "digital construction" technology and solutions for the construction industry, providing products from the preparation phase to project completion [2] - The company's revenue composition includes 57.44% from information software products and 42.56% from smart construction site products [2] - As of September 30, the number of shareholders increased by 39.30% to 6,564, while the average circulating shares per person decreased by 28.21% [2] Group 3 - Since its A-share listing, Pinming Technology has distributed a total of 152 million yuan in dividends, with 75.99 million yuan distributed over the past three years [3]

资料显示，品茗科技股份有限公司位于浙江省杭州市西湖区西斗门路3号天堂软件园B幢，成立日期 2011年7月11日，上市日期2021年3月30日，公司主营业务涉及聚焦于施工阶段的"数字建造"应用化技术 及产品提供商。立足于建筑行业、面向"数字建造"的对象和过程,提供自施工准备阶段至竣工验收阶段 的应用化技术、产品及解决方案,满足各方在成本、安全、质量、进度、信息管控等方面的信息化需 求。主营业务收入构成为：信息化软件产品57.44%，智慧工地产品42.56%。 品茗科技所属申万行业为：计算机-软件开发-垂直应用软件。所属概念板块包括：世界杯、融资融券、 百元股、中盘、年度强势等。 截至9月30日，品茗科技股东户数6564.00，较上期增加39.30%；人均流通股12011股，较上期减少 28.21%。2025年1月-9月，品茗科技实现营业收入2.88亿元，同比增长3.76%；归母净利润4843.05万元， 同比增长267.42%。 11月20日，品茗科技盘中下跌2.02%，截至10:52，报140.04元/股，成交9345.94万元，换手率0.83%，总 市值110.41亿元。 资金流向方面，主力资金净流出785 ...

Core Viewpoint - The stock price of Pinming Technology has experienced a decline of 10.42% over the past three days, with a current price of 121.00 CNY per share and a market capitalization of 9.54 billion CNY [1] Company Overview - Pinming Technology Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on July 11, 2011. The company went public on March 30, 2021 [1] - The main business focuses on "digital construction" application technology and product provision during the construction phase, offering solutions from the preparation stage to completion inspection [1] - The revenue composition of the company includes 57.44% from information software products and 42.56% from smart construction site products [1] Fund Holdings - Huaxia Fund has one fund heavily invested in Pinming Technology, specifically the Huaxia Steady Growth One-Year Holding Mixed A (017912), which held 1,900 shares, accounting for 0.14% of the fund's net value [2] - The fund has incurred a floating loss of approximately 15,200 CNY today and a total floating loss of 28,500 CNY during the three-day decline [2] - The fund was established on August 11, 2023, with a current scale of 29.26 million CNY and has achieved a year-to-date return of 1.51% [2]

Group 1 - The core viewpoint of the news is that Pinming Technology's stock has experienced a decline of 5.44%, with a current price of 136.16 CNY per share and a total market capitalization of 10.735 billion CNY [1] - Pinming Technology, established on July 11, 2011, and listed on March 30, 2021, focuses on "digital construction" application technologies and products, providing solutions from the construction preparation phase to project completion [1] - The company's main business revenue composition includes 57.44% from information software products and 42.56% from smart construction site products [1] Group 2 - According to data from the top ten heavy stocks of funds, Huaxia Fund holds a significant position in Pinming Technology through its fund Huaxia Steady Gain One-Year Holding Mixed A, which holds 1,900 shares, accounting for 0.14% of the fund's net value [2] - The fund was established on August 11, 2023, with a latest scale of 29.2614 million CNY, and has reported a year-to-date return of 1.39% [2] - The fund manager, Song Yang, has a tenure of 8 years and 341 days, with the fund's total asset scale at 9.393 billion CNY and a best return of 79.17% during his tenure [2]

Group 1 - The core viewpoint of the news is that Pinming Technology has seen a stock price increase of 5.04%, reaching 120.80 CNY per share, with a trading volume of 278 million CNY and a turnover rate of 3.17%, resulting in a total market capitalization of 9.524 billion CNY [1] - Pinming Technology, established on July 11, 2011, and listed on March 30, 2021, focuses on "digital construction" application technologies and products, providing solutions from the construction preparation phase to project completion [1] - The company's main business revenue composition includes 57.44% from information software products and 42.56% from smart construction site products [1] Group 2 - According to data from the top ten heavy stocks of funds, Huaxia Fund holds a significant position in Pinming Technology through its fund Huaxia Steady Gain One-Year Holding Mixed A (017912), which held 1,900 shares, accounting for 0.14% of the fund's net value [2] - The fund was established on August 11, 2023, with a latest scale of 29.2614 million CNY, and has achieved a year-to-date return of 1.64% [2] - The fund manager, Song Yang, has a tenure of 8 years and 332 days, with the fund's total asset scale at 9.393 billion CNY, achieving a best return of 81.08% during his tenure [2]

Core Viewpoint - The company, Pingming Technology Co., Ltd., has announced a stock suspension due to a significant matter that may lead to a change in control, with the suspension expected to last no more than two trading days. The announcement highlights the "significant uncertainty" surrounding the matter without disclosing details about the counterpart or specific plans [2]. Group 1: Company Performance - As of September 17, prior to the suspension, the company's market capitalization was 3.9 billion yuan, with a stock price of 49.38 yuan per share, which had risen by 8.01% on the last trading day, raising suspicions of information leakage [3][5]. - In the first half of 2025, the company reported a significant rebound in performance, achieving operating revenue of 187 million yuan and a net profit attributable to shareholders of 31.23 million yuan, marking a year-on-year increase of 270.11%. The non-recurring net profit reached 26.59 million yuan, up 706.69% year-on-year [4]. - The company's business is primarily divided into two segments: information software products and smart construction products. The information software segment generated 108 million yuan in revenue, accounting for 57.44% of total revenue, and has a gross margin close to 90%, significantly higher than the 56% gross margin of smart construction products [4]. Group 2: Cost Management - In the first half of 2025, the company successfully reduced its research and development, sales, and management expenses by 12.36 million yuan, a decrease of 9.18%. This was achieved through a talent optimization plan aimed at reducing labor costs [4]. Group 3: Dividend History - Since its listing in 2020, the company has implemented five cash dividend distributions, making it one of the few companies on the Sci-Tech Innovation Board to do so consistently. The most recent distribution plan for the first half of 2025 involves a cash dividend of 3.00 yuan per 10 shares, totaling 23.46 million yuan [7][8].

Core Viewpoint - The announcement of a potential change in control at Pinming Technology has led to a temporary suspension of its stock, raising market speculation about possible capital integration and strategic upgrades amid a period of significant performance recovery [1][7]. Company Overview - Pinming Technology is a leading digital service provider in the construction engineering sector in China, focusing on "digital construction" technologies and solutions from the preparation phase to project completion [5]. Financial Performance - In the first half of 2025, the company reported a significant rebound in performance, achieving revenue of 187 million yuan and a net profit of 31.23 million yuan, marking a year-on-year increase of 270.11% [5]. - The non-recurring net profit reached 26.59 million yuan, with a staggering year-on-year growth of 706.69% [5]. Business Segmentation - The company's operations are divided into two main segments: information software products and smart construction site products. In the first half of 2025, the information software segment generated 108 million yuan in revenue, accounting for 57.44% of total revenue, and has a gross margin close to 90%, significantly higher than the 56% margin of smart construction products [6]. Cost Management - The company successfully reduced its combined R&D, sales, and management expenses by 12.36 million yuan, a decrease of 9.18%, through ongoing talent optimization and cost control measures [6]. Market Activity - Prior to the suspension, the company's stock price surged to 49.38 yuan per share, an increase of 8.01% on the last trading day, raising suspicions of potential information leakage [2][7]. Dividend History - Since its listing in 2020, the company has implemented five cash dividend distributions, making it one of the few companies on the Sci-Tech Innovation Board to consistently pay dividends [10]. - The latest dividend plan announced on September 17, 2025, involves a cash distribution of 3.00 yuan per 10 shares, totaling 23.46 million yuan [11].

Group 1 - The core viewpoint of the news is that Pinming Technology has seen a significant increase in its stock price, rising 5.14% on September 17, reaching 48.07 yuan per share, with a total market capitalization of 3.79 billion yuan [1] - Pinming Technology has experienced a continuous stock price increase for five consecutive days, with a cumulative increase of 7.96% during this period [1] - The company, established on July 11, 2011, focuses on "digital construction" application technologies and products, providing solutions from the construction preparation phase to project completion [1] Group 2 - According to data, Huaxia Fund has a significant holding in Pinming Technology, with the Huaxia Stable Gain One-Year Holding Mixed A Fund holding 1,900 shares, accounting for 0.14% of the fund's net value [2] - The fund has generated a floating profit of approximately 4,465 yuan today and 6,403 yuan during the five-day increase [2] - The fund manager, Song Yang, has been in position for 8 years and 306 days, with the fund's total asset scale at 9.393 billion yuan [2]