Group 1 - The core viewpoint of the news is that Meixinsheng (688458.SH) reported its Q1 2025 results, highlighting significant institutional investor interest with 22 institutions holding a total of 47.68 million shares, representing 42.75% of the total share capital [1] - The top ten institutional investors collectively hold 41.74% of the shares, which is a decrease of 2.57 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, five funds increased their holdings, accounting for 1.11% of the total, while seven funds reduced their holdings, indicating a slight decline [2] - One new public fund was disclosed during this period, while 71 funds were not disclosed again, indicating a shift in investor interest [2]

Group 1 - Zhongke Lanyun (688332.SH) reported its Q1 2025 earnings on April 30, 2025, with 51 institutional investors holding a total of 55.099 million shares, representing 45.80% of the total share capital [1] - The top ten institutional investors collectively hold 41.46% of the shares, with a 1.43 percentage point increase compared to the previous quarter [1] Group 2 - In the public fund sector, 26 funds increased their holdings, accounting for 2.83% of the total, including notable funds such as Xinao New Energy Industry Stock and Xinao Leading Intelligent Selection Mixed Fund [2] - Three public funds decreased their holdings, showing a slight decline, while 16 new public funds were disclosed this period [2] - A total of 191 public funds were not disclosed in this period, indicating a significant turnover in the public fund landscape [2]

Group 1 - Guanghe Tong (300638.SZ) released its 2024 annual report on April 19, 2025, with 289 institutional investors holding a total of 95.14 million A-shares, accounting for 12.43% of the total share capital [1] - The top ten institutional investors hold a combined 8.64% of shares, with a decrease of 0.51 percentage points compared to the previous quarter [1] Group 2 - Four public funds reduced their holdings compared to the previous quarter, with a total decrease of 0.40% [2] - A total of 280 new public funds were disclosed this period, including several notable funds such as Dongfanghong Rui Feng Mixed and Xin'ao New Energy Industry Stock [2] - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 2.49% compared to the previous period [2]

公募基金方面，本期较上一季度新披露的公募基金共计52个，主要包括博时科创板三年定开混合、博时 上证科创板新材料ETF、信澳领先智选混合、信澳新能源产业股票、南方上证科创板新材料ETF等。本 期较上一季未再披露的公募基金共计1个，即华夏数字经济龙头混合发起式A。 2025年4月10日，天承科技(688603.SH)发布2024年年度报告。截至2025年4月09日，共有66个机构投资 者披露持有天承科技A股股份，合计持股量达3412.96万股，占天承科技总股本的58.71%。其中，前十 大机构投资者包括天承化工有限公司、上海道添电子科技有限公司、上海青骐企业管理合伙企业(有限 合伙)、上海青珣电子科技合伙企业(有限合伙)、深圳市前海睿兴投资管理有限公司-宁波市睿兴二期股 权投资合伙企业(有限合伙)、青岛祝融富田投资管理有限公司-祝融富田三期私募投资基金、青岛祝融富 田投资管理有限公司-祝融帛汇18号私募证券投资基金、民生证券投资有限公司、中芯聚源私募基金管 理(天津)合伙企业(有限合伙)-聚源中小企业发展创业投资基金(绍兴)合伙企业(有限合伙)、青岛祝融富田 投资管理有限公司-祝融帛汇16号私募证券投资基金，前十 ...

公募基金方面，本期较上一期持股增加的公募基金共计4个，包括鹏华优选成长混合A、鹏华动力增长 混合(LOF)、鹏华产业升级混合A、国泰君安君得明混合，持股增加占比达1.32%。本期较上一季度新披 露的公募基金共计29个，主要包括信澳新能源产业股票、鹏华消费优选混合、国泰君安君得鑫2年持有 混合A、信澳智远三年持有期混合A、信澳领先智选混合等。 2025年4月10日，赛微微电(688325.SH)发布2024年年度报告。截至2025年4月09日，共有45个机构投资 者披露持有赛微微电A股股份，合计持股量达5347.49万股，占赛微微电总股本的62.95%。其中，前十 大机构投资者包括东莞市伟途投资管理合伙企业(有限合伙)、上海武岳峰集成电路股权投资合伙企业(有 限合伙)、珠海市聚核投资合伙企业(有限合伙)、北京武岳峰中清正合科技创业投资管理有限公司-北京 武岳峰亦合高科技产业投资合伙企业(有限合伙)、东莞市微合投资管理合伙企业(有限合伙)、上海岭观 企业管理合伙企业(有限合伙)、南京邦盛投资管理有限公司-苏州邦盛赢新创业投资企业(有限合伙)、深 圳市前海弘盛创业投资服务有限公司、宁波市杰扬威投资有限公司、中国建设 ...

Group 1 - The stock of Chongqing ZhiJian Electronics Co., Ltd. hit the daily limit down on April 7, with a year-to-date decline of 14.42% [1] - Chongqing ZhiJian Electronics, established in 2011, specializes in the research, design, production, and sales of consumer rechargeable lithium-ion battery products and is recognized as a national high-tech enterprise [1] - The financial report indicates that the Xinda Aoya Fund's Xinao New Energy Industry Stock has entered the top ten shareholders of ZhiJian Electronics, with a holding ratio of 1.59%, and has a year-to-date return of -10.34%, ranking 531 out of 632 in its category [1] Group 2 - Feng Mingyuan is the fund manager of Xinao New Energy Industry Stock, with a background in engineering from Zhejiang University and extensive experience in the investment sector since 2010 [3][4] - Feng has held various positions at Xinda Aoya Fund since January 2014, including roles as a researcher, deputy general manager, and chief investment officer [3][4] - The total assets under management for Xinda Aoya Fund amount to 149.81 billion yuan, with a two-year return of 252.74% [4]

Group 1 - Guanghe Technology (001389.SZ) released its 2024 annual report on April 1, 2025, indicating that as of March 31, 2025, 215 institutional investors disclosed holdings in Guanghe Technology A-shares, totaling 338 million shares, which accounts for 79.58% of the total share capital [1] - The top ten institutional investors include Guangzhou Zhenyun Investment Co., Ltd., Shenzhen Guangxie Investment Enterprise (Limited Partnership), and others, with a combined holding ratio of 77.28%, showing a decrease of 0.54 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 202 new public funds were disclosed this period compared to the previous quarter, including major funds such as Morgan Stanley Digital Economy Mixed A and Xinao New Energy Industry Stock [2] - There were 16 public funds that were not disclosed this period, including Internet Leaders ETF and Huatai-PineBridge MSCI China A50 Connect ETF [2]

信达澳亚两个大将都在梭哈的路上。 作者 | 市值风云基金研究部 编辑 | 小白 靠重仓电子板块发迹，再靠梭哈电子翻身 信达澳亚的台柱子冯明远想必大家都很熟悉，曾在2017-19年代表作收益率干到118%，挤进全市场前 十，随后成为基金公司的摇钱树，靠着好成绩大发特发基金，2021年管理规模达到顶峰，突破400 亿。 （来源：Choice数据，市值风云APP制图） 盛极而衰，2022年开始冯明远的成绩一落千丈，收益率暴跌29.3%，从业以来首次跑输沪深300指 数，接下来两年他都没有摆脱跑输指数的噩梦，这段时间可谓是他职业生涯的低谷期。 （来源：Choice数据，市值风云APP制图） 虽然凭借代表作信达澳亚新能源产业股票（001410.OF）早期打下的良好基础，该只基金的任期回报 仍高达261.8%，但他名下在管基金中仍有多只处于亏损状态。 尤其是信澳领先智选混合（012608.OF）的任职回报为-30%，在2021年以后在他狂发基金期间上车的 基民拿到现在还未回本。 | 当明远管理过的基金一览 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- ...