截至发稿，杨斯琪累计任职时间1年261天，现任基金资产总规模259.74亿元，任职期间最佳基金回报 78.06%， 任职期间最差基金回报-3.79%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，华夏基金旗下1只基金位居耐科装备十大流通股东。华夏上证科创板半导体材料设备主题 ETF（588170）三季度新进十大流通股东，持有股数25.81万股，占流通股的比例为0.84%。根据测算， 今日浮盈赚取约67.36万元。 华夏上证科创板半导体材料设备主题ETF（588170）成立日期2025年3月24日，最新规模36.77亿。今年 以来收益24.78%，同类排名51/5572；成立以来收益87.5%。 华夏上证科创板半导体材料设备主题ETF（588170）基金经理为杨斯琪。 2月26日，耐科装备涨5.23%，截至发稿，报52.48元/股，成交1.20亿元，换手率4.03%，总市值60.12亿 元。 资料显示 ...

Company Overview - NAIKE Equipment Co., Ltd. is located in Tongling Economic and Technological Development Zone, Anhui Province, and was established on October 8, 2005. The company went public on November 7, 2022 [1] - The main business involves the research, production, and sales of intelligent manufacturing equipment in the fields of plastic extrusion molding and semiconductor packaging, providing customized solutions [1] - The revenue composition includes: 64.66% from plastic extrusion molding molds and devices, 26.93% from semiconductor packaging equipment, 4.94% from semiconductor packaging molds, and 1.94% from other sources [1] Stock Performance - On February 2, NAIKE Equipment's stock fell by 5.47%, trading at 41.45 yuan per share, with a transaction volume of 48.63 million yuan and a turnover rate of 1.93%. The total market capitalization is 4.748 billion yuan [1] Shareholder Information - Among the top ten circulating shareholders, one fund from Huaxia Fund holds 258,100 shares of NAIKE Equipment, accounting for 0.84% of the circulating shares. The estimated floating loss today is approximately 619,400 yuan [2] - The Huaxia SSE STAR Market Semiconductor Materials and Equipment Theme ETF (588170) was established on March 24, 2025, with a latest scale of 3.677 billion yuan and a year-to-date return of 20.28%, ranking 99 out of 5,579 in its category [2] Fund Management - The fund manager of the Huaxia ETF is Yang Siqi, who has been in the position for 1 year and 237 days. The total asset size of the fund is 25.974 billion yuan, with the best return during the tenure being 80.75% and the worst being -3.79% [3]

从龙图光罩十大流通股东角度 截至发稿，杨斯琪累计任职时间1年233天，现任基金资产总规模259.74亿元，任职期间最佳基金回报 81.19%， 任职期间最差基金回报-3.79%。 1月29日，龙图光罩跌5.01%，截至发稿，报47.40元/股，成交9561.23万元，换手率3.68%，总市值63.28 亿元。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 资料显示，深圳市龙图光罩股份有限公司位于广东省深圳市宝安区新桥街道象山社区新玉路北侧圣佐治 科技工业园4#厂房101，成立日期2010年4月19日，上市日期2024年8月6日，公司主营业务涉及半导体掩 模版的研发、生产和销售。主营业务收入构成为：石英掩模版82.00%，苏打掩模版18.00%。 数据显示，华夏基金旗下1只基金位居龙图光罩十大流通股东。华夏上证科创板半导体材料设备主题 ETF（588170）三季度新进十大流通股东，持有股数20.2万股，占流通股的比例为0.58%。根 ...

Group 1 - The core viewpoint of the news is that Zhongjuxin's stock has been performing well, with a 6-day consecutive increase and a total market value of 13.842 billion yuan [1] - Zhongjuxin Technology Co., Ltd. was established on December 25, 2017, and went public on September 8, 2023, focusing on the research, production, and sales of electronic wet chemicals, electronic specialty gases, and precursor materials [1] - The main revenue composition of Zhongjuxin includes electronic wet chemicals at 76.63%, electronic specialty gases and precursors at 21.25%, and others at 2.12% [1] Group 2 - Among the top ten circulating shareholders of Zhongjuxin, a fund under Huaxia Fund has entered the list, holding 4.4619 million shares, which is 0.76% of the circulating shares [2] - The Huaxia SSE Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme ETF (588170) has a latest scale of 2.79 billion yuan and has achieved a return of 53.12% since its establishment on March 24, 2025 [2] - The fund manager of the Huaxia ETF, Yang Siqi, has a total asset scale of 11.248 billion yuan, with the best fund return during his tenure being 51.66% and the worst being -5.12% [2]

Group 1 - The core viewpoint of the news is that Longtu Photomask has experienced a significant stock price increase, with a 9.33% rise over three consecutive days, reaching a price of 49.33 yuan per share and a market capitalization of 6.586 billion yuan [1] - Longtu Photomask specializes in the research, production, and sales of semiconductor photomasks, with its main revenue sources being quartz photomasks (82.00%) and soda photomasks (18.00%) [1] - The company is located in the Saint George Technology Industrial Park in Bao'an District, Shenzhen, and was established on April 19, 2010, with its listing date set for August 6, 2024 [1] Group 2 - Among the top ten circulating shareholders of Longtu Photomask, Huaxia Fund's ETF (588170) has recently entered the list, holding 202,000 shares, which is 0.58% of the circulating shares [2] - The ETF has generated a floating profit of approximately 139,400 yuan today and a total of 850,300 yuan during the three-day price increase [2] - The Huaxia ETF was established on March 24, 2025, with a current scale of 2.79 billion yuan and a return of 53.12% since its inception [2] Group 3 - The fund manager of the Huaxia ETF is Yang Siqi, who has been in the position for 1 year and 197 days, managing assets totaling 11.248 billion yuan [3] - During Yang Siqi's tenure, the best fund return achieved was 51.66%, while the worst return was -5.12% [3]

Summary of Key Points Core Viewpoint - On December 1, the industry-themed ETF funds experienced a net outflow of 2.217 billion yuan, with a cumulative net outflow of 21.43 billion yuan over the past five trading days, indicating a trend of capital withdrawal from these funds [1]. Fund Performance - A total of 66 industry-themed ETFs saw net inflows on December 1, with the Huabao Securities ETF (512000) leading the inflow, increasing by 330 million shares and a net inflow of 186 million yuan [1][3]. - Conversely, 141 industry-themed ETFs experienced net outflows, with the Guotai Zhongzheng All-Index Securities Company ETF (512880) having the largest outflow, decreasing by 501 million shares and a net outflow of 592 million yuan [1][4]. Top ETFs by Net Inflow - The top ETFs by net inflow on December 1 included: - Huabao Securities ETF (512000): 1.86 billion yuan net inflow, 701.77 million shares [3]. - Guotai Zhongzheng All-Index Communication Equipment ETF (515880): 1.72 billion yuan net inflow, 42.93 million shares [3]. - Other notable inflows included the China Merchants Zhongzheng Battery Theme ETF (561910) and the Southern Zhongzheng Shenwan Nonferrous Metals ETF (512400) [3]. Top ETFs by Net Outflow - The top ETFs by net outflow on December 1 included: - Guotai Zhongzheng All-Index Securities Company ETF (512880): 5.92 billion yuan net outflow, 499.03 million shares [4][5]. - Huabao Zhongzheng Bank ETF (512800): 4.35 billion yuan net outflow, 213.76 million shares [5]. - Other significant outflows were seen in the Guolian An Zhongzheng Semiconductor ETF (512480) and the Yongying Zhongzheng Hong Kong Gold Industry ETF (517520) [5].

Group 1 - The core point of the news is that Longtu Photomask has seen a stock price increase of 5.18%, reaching 46.50 CNY per share, with a total market capitalization of 6.208 billion CNY [1] - Longtu Photomask, established on April 19, 2010, specializes in the research, production, and sales of semiconductor photomasks, with revenue composition of 82% from quartz photomasks and 18% from soda photomasks [1] - The company is located in the Saint George Technology Industrial Park in Bao'an District, Shenzhen, Guangdong Province [1] Group 2 - Among the top ten circulating shareholders of Longtu Photomask, Huaxia Fund's ETF (588170) has entered the list, holding 202,000 shares, which is 0.58% of the circulating shares [2] - The Huaxia ETF, established on March 24, 2025, has a current scale of 2.79 billion CNY and has achieved a return of 43.2% since inception [2] - The fund manager, Yang Siqi, has been in the position for 1 year and 162 days, with the fund's total asset scale at 11.54 billion CNY, achieving a best return of 51.66% and a worst return of -5.16% during the tenure [2]

Core Points - Shen Gong Co., Ltd. experienced a stock price increase of 5.06%, reaching 75.51 CNY per share, with a trading volume of 626 million CNY and a turnover rate of 5.03%, resulting in a total market capitalization of 12.86 billion CNY [1] - The company, established on July 24, 2013, and listed on February 21, 2020, specializes in the research, production, and sales of semiconductor-grade single crystal silicon materials [1] Business Overview - The main revenue composition of Shen Gong Co., Ltd. includes silicon components at 53.86% and large diameter silicon materials at 44.37%, with specific breakdowns of over 16 inches at 24.07% and under 16 inches at 20.30%, while semiconductor large-size silicon wafers account for 1.44% and others for 0.33% [1] Shareholder Information - Among the top ten circulating shareholders, a fund under Huaxia Fund has entered the list, specifically the Huaxia SSE Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme ETF (588170), which acquired 771,000 shares, representing 0.45% of circulating shares [2] - The Huaxia SSE Sci-Tech Innovation Board ETF has a current scale of 2.79 billion CNY and has achieved a return of 45.77% since its inception on March 24, 2025 [2] - The fund manager, Yang Siqi, has been in the position for 1 year and 156 days, overseeing a total fund asset scale of 11.54 billion CNY, with the best fund return during the tenure being 51.66% and the worst being -3.79% [2]

Core Insights - Zhongke Feimeasure (688361.SH) reported its Q3 2025 results, revealing that 135 institutional investors hold a total of 200 million shares, representing 62.10% of the company's total equity [1] - The top ten institutional investors collectively own 46.49% of the shares, with a slight decrease of 1.34 percentage points from the previous quarter [1] Institutional Holdings - In the latest period, 48 public funds increased their holdings, accounting for 3.96% of the total, with notable funds including Yongying Semiconductor Industry Selected Mixed Fund A and Huaxia SSE Sci-Tech Innovation Board Semiconductor Materials Equipment Theme ETF [2] - Conversely, 38 public funds reduced their holdings, representing a decrease of 1.38%, with significant funds like Yinhua Integrated Circuit Mixed Fund A and Harvest SSE Sci-Tech Innovation Board Chip ETF among them [2] - A total of 31 new public funds disclosed their holdings, including Kexin Semiconductor and Southern Changyuan Convertible Bond Fund A [2] - 428 public funds did not disclose their holdings in the current period, including Southern CSI 500 ETF and Guolian An Semiconductor ETF [2] Insurance Holdings - One insurance company, China Life Insurance Co., Ltd., reported a slight decrease in holdings, indicating a minor reduction in investment [2]

Group 1 - The core point of the news is that Huahai Chengke (688535.SH) reported its Q3 2025 results, revealing that institutional investors hold a total of 16.1675 million shares, accounting for 20.03% of the total share capital, with a slight decrease of 0.35 percentage points compared to the previous quarter [1] - A total of 8 institutional investors disclosed their holdings in Huahai Chengke, including notable entities such as Lianyungang Deyufeng Investment Partnership and Tian Shui Huatian Technology Co., Ltd [1] - Among public funds, there was a slight increase in holdings from one fund, Fangzheng Fubang Technology Innovation A, while 67 public funds were not disclosed in the current period, including several ETFs focused on semiconductor materials and equipment [1] Group 2 - The only new disclosure from social security funds is the National Social Security Fund 602 Portfolio, which has reported its holdings in Huahai Chengke [2]