截至发稿，郑晓曦累计任职时间6年210天，现任基金资产总规模74.68亿元，任职期间最佳基金回报 211.37%， 任职期间最差基金回报-33.69%。 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，南方基金旗下1只基金重仓奥普光电。南方半导体产业股票发起A（020553）三季度持有股 数11.86万股，占基金净值比例为4.94%，位居第三大重仓股。根据测算，今日浮盈赚取约42.58万元。 连续3天上涨期间浮盈赚取29.77万元。 南方半导体产业股票发起A（020553）成立日期2024年4月30日，最新规模6854.83万。今年以来收益 11.53%，同类排名257/5580；近一年收益89.87%，同类排名167/4203；成立以来收益133.6%。 南方半导体产业股票发起A（020553）基金经理为郑晓曦。 1月12日，奥普光电涨5.72%，截至发稿，报66.32元/股，成交8.58亿元，换手率5.60%，总市值159.17亿 元。奥 ...

Company Overview - Changchun Aopu Optoelectronics Technology Co., Ltd. was established on June 26, 2001, and listed on January 15, 2010. The company specializes in the research, production, and sales of optoelectronic measurement and control instruments, new medical instruments, optical materials, and grating encoders [2] - The main business revenue composition includes composite materials (39.35%), optoelectronic measurement instruments (33.88%), grating sensors (23.62%), precision casting (1.64%), and optical materials (1.51%) [2] - Aopu Optoelectronics is classified under the defense and military industry, specifically in military electronics [2] Financial Performance - For the period from January to September 2025, Aopu Optoelectronics achieved operating revenue of 510 million yuan, a year-on-year decrease of 2.38%, and a net profit attributable to the parent company of 38.05 million yuan, down 16.18% year-on-year [2] - The company has distributed a total of 339 million yuan in dividends since its A-share listing, with cumulative distributions of 25.2 million yuan over the past three years [3] Stock Performance - As of December 31, Aopu Optoelectronics' stock price increased by 2.01%, reaching 58.33 yuan per share, with a trading volume of 319 million yuan and a turnover rate of 2.31%, resulting in a total market capitalization of 13.999 billion yuan [1] - The stock has risen by 54.89% year-to-date, with a 1.07% increase over the last five trading days, a 17.65% increase over the last 20 days, and a 1.18% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on October 15, where it recorded a net buy of -40.2647 million yuan [1] Shareholder Structure - As of September 30, 2025, the number of shareholders for Aopu Optoelectronics was 34,800, a decrease of 13.94% from the previous period, with an average of 6,906 circulating shares per person, an increase of 16.20% [2] - The top ten circulating shareholders include notable entities such as Yongying Semiconductor Industry Smart Selection Mixed Fund, which increased its holdings by 6.6 million shares, and new entrants like E Fund National Robot Industry ETF [3]

12月26日，奥普光电涨5.1%，截至发稿，报61.86元/股，成交8.44亿元，换手率5.92%，总市值148.46亿 元。 截至发稿，郑晓曦累计任职时间6年193天，现任基金资产总规模74.68亿元，任职期间最佳基金回报 169.72%， 任职期间最差基金回报-33.69%。 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，南方基金旗下1只基金重仓奥普光电。南方半导体产业股票发起A（020553）三季度持有股 数11.86万股，占基金净值比例为4.94%，位居第三大重仓股。根据测算，今日浮盈赚取约35.58万元。 南方半导体产业股票发起A（020553）成立日期2024年4月30日，最新规模6854.83万。今年以来收益 68.46%，同类排名203/4197；近一年收益62.18%，同类排名230/4179；成立以来收益112.99%。 南方半导体产业股票发起A（020553）基金经理为郑晓曦。 资料显示，长春奥普光电技术股份有限公司位 ...

12月26日，奥普光电盘中下跌2.00%，截至11:17，报57.68元/股，成交3.14亿元，换手率2.25%，总市值 138.43亿元。 奥普光电所属申万行业为：国防军工-军工电子Ⅱ-军工电子Ⅲ。所属概念板块包括：航天军工、空间 站、军民融合、商业航天（航天航空）、军工信息化等。 截至9月30日，奥普光电股东户数3.48万，较上期减少13.94%；人均流通股6906股，较上期增加 16.20%。2025年1月-9月，奥普光电实现营业收入5.10亿元，同比减少2.38%；归母净利润3805.00万元， 同比减少16.18%。 分红方面，奥普光电A股上市后累计派现3.39亿元。近三年，累计派现2520.00万元。 机构持仓方面，截止2025年9月30日，奥普光电十大流通股东中，永赢半导体产业智选混合发起A （015967）位居第三大流通股东，持股950.00万股，相比上期增加660.00万股。易方达国证机器人产业 ETF（159530）位居第四大流通股东，持股494.06万股，为新进股东。香港中央结算有限公司位居第八 大流通股东，持股211.98万股，为新进股东。金信稳健策略混合A（007872）位居第十大流 ...

Core Viewpoint - Aopu Optoelectronics (002338) primarily focuses on the research, production, and sales of optoelectronic measurement and control instruments, with its developed lenses mainly for internal use [1] Company Summary - The company engages in the R&D and manufacturing of optoelectronic measurement and control equipment [1] - The lenses produced by the company are primarily intended for its own use [1]

Core Insights - Aopu Optoelectronics experienced a decline of 0.91% in stock price on November 11, with a trading volume of 118 million yuan [1] - The company reported a financing net buy of -4.09 million yuan on the same day, indicating a higher level of financing repayment compared to new purchases [1] - As of November 11, the total margin balance for Aopu Optoelectronics was 548 million yuan, with a financing balance of 547 million yuan, representing 4.46% of the circulating market value [1] Financial Performance - For the period from January to September 2025, Aopu Optoelectronics achieved a revenue of 510 million yuan, a year-on-year decrease of 2.38% [2] - The net profit attributable to shareholders for the same period was 38.05 million yuan, reflecting a year-on-year decline of 16.18% [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Aopu Optoelectronics was 34,800, a decrease of 13.94% from the previous period [2] - The average number of circulating shares per shareholder increased by 16.20% to 6,906 shares [2] - The company has distributed a total of 339 million yuan in dividends since its A-share listing, with 25.2 million yuan distributed in the last three years [3] Institutional Holdings - As of September 30, 2025, the third-largest circulating shareholder was Yongying Semiconductor Industry Smart Selection Mixed Fund A, holding 9.5 million shares, an increase of 6.6 million shares from the previous period [3] - The fourth-largest shareholder, E Fund National Robot Industry ETF, is a new entrant with 4.94 million shares [3] - Hong Kong Central Clearing Limited and Jin Xin Steady Strategy Mixed Fund A are also among the top ten circulating shareholders, with the former being a new shareholder [3]

Core Viewpoint - Aopu Optoelectronics has shown a significant stock price increase of 47.61% year-to-date, despite recent fluctuations in trading volume and net capital flow [1][2]. Group 1: Stock Performance - As of October 29, Aopu Optoelectronics' stock price rose by 2.00% to 55.59 CNY per share, with a trading volume of 2.44 billion CNY and a turnover rate of 1.86%, resulting in a total market capitalization of 13.34 billion CNY [1]. - The stock has experienced a 1.63% increase over the last five trading days, a 1.68% decrease over the last 20 days, and an 11.22% increase over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a trading board for stocks with significant trading activity) five times this year, with the most recent appearance on October 15, where it recorded a net buy of -40.26 million CNY [1]. Group 2: Company Overview - Aopu Optoelectronics, established on June 26, 2001, and listed on January 15, 2010, is located in Changchun, Jilin Province, and specializes in the research, production, and sales of optoelectronic measurement control instruments, new medical instruments, optical materials, and grating encoders [2]. - The company's revenue composition includes composite materials (39.35%), optoelectronic measurement instruments (33.88%), grating sensors (23.62%), precision casting (1.64%), and optical materials (1.51%) [2]. - Aopu Optoelectronics is classified under the defense and military industry, specifically in military electronics, and is associated with sectors such as carbon fiber, photolithography machines, semiconductor equipment, aerospace military, and civil-military integration [2]. Group 3: Financial Performance - For the period from January to September 2025, Aopu Optoelectronics reported a revenue of 510 million CNY, reflecting a year-on-year decrease of 2.38%, while the net profit attributable to shareholders was 38.05 million CNY, down 16.18% year-on-year [2]. - The company has distributed a total of 339 million CNY in dividends since its A-share listing, with 25.2 million CNY distributed over the past three years [3]. - As of September 30, 2025, the number of shareholders decreased by 13.94% to 34,800, with an average of 6,906 circulating shares per shareholder, an increase of 16.20% [2].

Core Viewpoint - The company, Aopu Optoelectronics, specializes in the research, manufacturing, and sales of optoelectronic measurement and control instruments, optical materials, grating sensors, and high-performance carbon fiber composite products [1] Company Overview - Aopu Optoelectronics is engaged in multiple product lines including optoelectronic measurement and control instruments, optical materials, grating sensors, and high-performance carbon fiber composite products [1]

Core Viewpoint - Aopu Optoelectronics experienced a decline of 5.02% on September 23, with a stock price of 54.86 yuan per share and a total market capitalization of 13.166 billion yuan [1] Company Overview - Aopu Optoelectronics, established on June 26, 2001, and listed on January 15, 2010, is located in Changchun, Jilin Province. The company specializes in the research, production, and sales of optoelectronic measurement control instruments, new medical instruments, optical materials, and grating encoders [1] - The revenue composition of Aopu Optoelectronics includes composite materials (39.35%), optoelectronic measurement instruments (33.88%), grating sensors (23.62%), precision casting (1.64%), and optical materials (1.51%) [1] Shareholder Information - Yongying Fund's Yongying Semiconductor Industry Smart Selection Mixed Fund A (015967) entered the top ten circulating shareholders of Aopu Optoelectronics in the second quarter, holding 2.9 million shares, which accounts for 1.21% of the circulating shares. The estimated floating loss today is approximately 8.41 million yuan [2] - The fund was established on September 22, 2022, with a current scale of 196 million yuan. Year-to-date returns are 67.36%, ranking 393 out of 8172 in its category, while the one-year return is 147.22%, ranking 150 out of 7995 [2] Fund Manager Performance - The fund manager of Yongying Semiconductor Industry Smart Selection Mixed Fund A is Zhang Haixiao, who has been in the position for 2 years and 118 days. The total asset size of the fund is 2.436 billion yuan, with the best return during his tenure being 68.69% and the worst being -19.48% [3] Fund Holdings - Yongying Semiconductor Industry Smart Selection Mixed Fund A holds 2.9 million shares of Aopu Optoelectronics, representing 6.09% of the fund's net value, making it the tenth largest holding. The estimated floating loss today is approximately 8.41 million yuan [4]

Group 1 - The core point of the news is that Aopu Optoelectronics experienced a decline of 5.02% in stock price, reaching 54.86 yuan per share, with a trading volume of 573 million yuan and a turnover rate of 4.27%, resulting in a total market capitalization of 13.166 billion yuan [1] - Aopu Optoelectronics, established on June 26, 2001, and listed on January 15, 2010, is located in Changchun, Jilin Province. The company specializes in the research, production, and sales of optoelectronic measurement control instruments, new medical instruments, optical materials, and grating encoders [1] - The revenue composition of Aopu Optoelectronics includes composite materials (39.35%), optoelectronic measurement instruments (33.88%), grating sensors (23.62%), precision casting (1.64%), and optical materials (1.51%) [1] Group 2 - From the perspective of the top ten circulating shareholders, Guotai Fund's Guotai Zhongzheng Military Industry ETF (512660) increased its holdings by 280,000 shares in the second quarter, bringing its total to 1.6814 million shares, which accounts for 0.7% of the circulating shares [2] - The Guotai Zhongzheng Military Industry ETF (512660) was established on July 26, 2016, with a latest scale of 15.601 billion yuan. It has achieved a year-to-date return of 15.27%, ranking 3147 out of 4220 in its category, and a one-year return of 51.46%, ranking 1948 out of 3814 [2] - The fund manager of Guotai Zhongzheng Military Industry ETF is Ai Xiaojun, who has a cumulative tenure of 11 years and 257 days. The total asset scale under his management is 141.859 billion yuan, with the best fund return during his tenure being 219.18% and the worst being -46.54% [3]