10月16日，茂莱光学跌5.09%，截至发稿，报374.10元/股，成交3.86亿元，换手率5.97%，总市值197.52 亿元。 资料显示，南京茂莱光学科技股份有限公司位于江苏省南京市江宁开发区铺岗街398号，成立日期1999 年8月24日，上市日期2023年3月9日，公司主营业务涉及精密光学器件、高端光学镜头和先进光学系统 的研发、设计、制造及销售。主营业务收入构成为：光学器件44.03%，光学镜头28.34%，光学系统 27.00%，服务0.61%，其他0.03%。 从基金十大重仓股角度 数据显示，中银证券旗下1只基金重仓茂莱光学。中银证券优势制造股票A（011269）二季度持有股数 7012股，占基金净值比例为2.61%，位居第十大重仓股。根据测算，今日浮亏损失约14.08万元。 中银证券优势制造股票A（011269）成立日期2021年7月8日，最新规模6016.65万。今年以来收益 50.8%，同类排名398/4218；近一年收益56.65%，同类排名551/3864；成立以来收益24.18%。 中银证券优势制造股票A（011269）基金经理为张丽新。 截至发稿，张丽新累计任职时间2年298天，现任 ...

10月16日，茂莱光学跌5.09%，截至发稿，报374.10元/股，成交3.86亿元，换手率5.96%，总市值197.52 亿元。 资料显示，南京茂莱光学科技股份有限公司位于江苏省南京市江宁开发区铺岗街398号，成立日期1999 年8月24日，上市日期2023年3月9日，公司主营业务涉及精密光学器件、高端光学镜头和先进光学系统 的研发、设计、制造及销售。主营业务收入构成为：光学器件44.03%，光学镜头28.34%，光学系统 27.00%，服务0.61%，其他0.03%。 从茂莱光学十大流通股东角度 德邦半导体产业混合发起式A（014319）基金经理为雷涛。 截至发稿，雷涛累计任职时间3年294天，现任基金资产总规模36.89亿元，任职期间最佳基金回报 205.06%， 任职期间最差基金回报-35.28%。 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 数据显示，德邦基金旗下1只基金位居茂莱光学十大流通股东。德邦半导体产业混合发起式A （014319 ...

国投瑞银产业升级两年持有混合A（014488）基金经理为施成、李威。 截至发稿，施成累计任职时间6年198天，现任基金资产总规模73.47亿元，任职期间最佳基金回报 179.67%， 任职期间最差基金回报-23.28%。 李威累计任职时间1年360天，现任基金资产总规模2.22亿元，任职期间最佳基金回报51.05%， 任职期 间最差基金回报49.35%。 10月10日，茂莱光学跌5.08%，截至发稿，报398.58元/股，成交2.23亿元，换手率3.29%，总市值210.45 亿元。 资料显示，南京茂莱光学科技股份有限公司位于江苏省南京市江宁开发区铺岗街398号，成立日期1999 年8月24日，上市日期2023年3月9日，公司主营业务涉及精密光学器件、高端光学镜头和先进光学系统 的研发、设计、制造及销售。主营业务收入构成为：光学器件44.03%，光学镜头28.34%，光学系统 27.00%，服务0.61%，其他0.03%。 从基金十大重仓股角度 数据显示，国投瑞银基金旗下1只基金重仓茂莱光学。国投瑞银产业升级两年持有混合A（014488）二 季度持有股数2.73万股，占基金净值比例为3.54%，位居第四大重仓 ...

资料显示，南京茂莱光学科技股份有限公司位于江苏省南京市江宁开发区铺岗街398号，成立日期1999 年8月24日，上市日期2023年3月9日，公司主营业务涉及精密光学器件、高端光学镜头和先进光学系统 的研发、设计、制造及销售。主营业务收入构成为：光学器件44.03%，光学镜头28.34%，光学系统 27.00%，服务0.61%，其他0.03%。 从基金十大重仓股角度 数据显示，中银证券旗下1只基金重仓茂莱光学。中银证券优势制造股票A（011269）二季度持有股数 7012股，占基金净值比例为2.61%，位居第十大重仓股。根据测算，今日浮亏损失约16.11万元。 中银证券优势制造股票A（011269）成立日期2021年7月8日，最新规模6016.65万。今年以来收益 63.56%，同类排名294/4221；近一年收益69.17%，同类排名301/3848；成立以来收益34.69%。 10月9日，茂莱光学跌5.23%，截至发稿，报416.02元/股，成交2.16亿元，换手率3.03%，总市值219.66 亿元。 中银证券优势制造股票A（011269）基金经理为张丽新。 截至发稿，张丽新累计任职时间2年291天，现任 ...

10月9日，茂莱光学跌5.23%，截至发稿，报416.02元/股，成交2.14亿元，换手率3.01%，总市值219.66 亿元。 国投瑞银产业升级两年持有混合A（014488）基金经理为施成、李威。 截至发稿，施成累计任职时间6年197天，现任基金资产总规模73.47亿元，任职期间最佳基金回报 179.67%， 任职期间最差基金回报-23.28%。 李威累计任职时间1年359天，现任基金资产总规模2.22亿元，任职期间最佳基金回报51.05%， 任职期 间最差基金回报49.35%。 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 资料显示，南京茂莱光学科技股份有限公司位于江苏省南京市江宁开发区铺岗街398号，成立日期1999 年8月24日，上市日期2023年3月9日，公司主营业务涉及精密光学器件、高端光学镜头和先进光学系统 的研发、设计、制造及销售。主营业务收入构成为：光学器件44.03%，光学镜头28.34%，光学系统 27.00%，服务0.61%， ...

Group 1 - The core viewpoint of the news is the significant increase in the stock price of Maolai Optical, which rose by 5.02% to 454.99 CNY per share, with a trading volume of 4.57 billion CNY and a turnover rate of 6.13%, leading to a total market capitalization of 240.23 billion CNY [1] - Maolai Optical, established on August 24, 1999, specializes in the research, design, manufacturing, and sales of precision optical devices, high-end optical lenses, and advanced optical systems. The revenue composition is as follows: optical devices 44.03%, optical lenses 28.34%, optical systems 27.00%, services 0.61%, and others 0.03% [1] Group 2 - According to data from the top ten heavy stocks of funds, a fund under Bank of China Securities holds Maolai Optical as a significant investment. The fund, Bank of China Securities Advantage Manufacturing Stock A (011269), held 7,012 shares in the second quarter, accounting for 2.61% of the fund's net value, ranking as the tenth largest heavy stock. The estimated floating profit today is approximately 152,400 CNY [2] - The Bank of China Securities Advantage Manufacturing Stock A (011269) was established on July 8, 2021, with a latest scale of 60.1665 million CNY. Year-to-date returns are 66.78%, ranking 125 out of 4,222 in its category; the one-year return is 120.2%, ranking 178 out of 3,804; and since inception, the return is 37.34% [2]

Group 1 - The core viewpoint of the news is the performance and market position of Maolai Optical, which saw a stock price increase of 5.02% to 454.99 yuan per share, with a total market capitalization of 24.023 billion yuan [1] - Maolai Optical specializes in the research, design, manufacturing, and sales of precision optical devices, high-end optical lenses, and advanced optical systems, with revenue composition as follows: optical devices 44.03%, optical lenses 28.34%, optical systems 27.00%, services 0.61%, and others 0.03% [1] Group 2 - From the perspective of fund holdings, one fund under Dongfang Fund has a significant position in Maolai Optical, with the Dongfang Specialized and New Mixed Fund A (015765) holding 2,285 shares, accounting for 3.77% of the fund's net value [2] - The Dongfang Specialized and New Mixed Fund A has achieved a year-to-date return of 32.73% and a one-year return of 87.63%, ranking 2584 out of 8172 and 919 out of 7980 respectively [2] Group 3 - The fund manager of Dongfang Specialized and New Mixed Fund A is Chen Hao, who has been in the position for nearly 4 years, with the fund's total asset size at 91.8407 million yuan [3] - During Chen Hao's tenure, the best fund return was 28.06%, while the worst return was -39.86% [3]

Core Viewpoint - The financial performance and trading activity of Maolai Optical have shown significant growth, with a notable increase in revenue and net profit, alongside high levels of financing and margin trading activity [1][2]. Financial Performance - For the first half of 2025, Maolai Optical achieved a revenue of 319 million yuan, representing a year-on-year growth of 32.26% [2]. - The net profit attributable to shareholders reached 32.76 million yuan, marking a substantial increase of 110.36% compared to the previous period [2]. Trading Activity - On September 3, Maolai Optical's stock price increased by 0.72%, with a trading volume of 515 million yuan [1]. - The financing buy-in amount for the same day was 45.63 million yuan, while the financing repayment was 55.82 million yuan, resulting in a net financing outflow of 10.20 million yuan [1]. - As of September 3, the total margin trading balance for Maolai Optical was 316 million yuan, with the financing balance accounting for 4.43% of the circulating market value [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Maolai Optical was 6,945, an increase of 13.63% from the previous period [2]. - The average number of circulating shares per shareholder was 2,419, which decreased by 11.99% [2]. Dividend Distribution - Since its A-share listing, Maolai Optical has distributed a total of 82.32 million yuan in dividends [3]. Institutional Holdings - As of June 30, 2025, the largest circulating shareholder was Nuoan Growth Mixed A, holding 1.10 million shares, unchanged from the previous period [4]. - The second-largest shareholder, Yongying Semiconductor Industry Selected Mixed A, increased its holdings by 360,000 shares to 720,000 shares [4]. - New institutional shareholders include Financial通资管 Digital Economy Mixed Initiated A, holding 387,900 shares [4].