从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓特锐德。华夏中证电网设备主题ETF（159326）三季度增持4.59 万股，持有股数10.52万股，占基金净值比例为2.29%，位居第九大重仓股。根据测算，今日浮盈赚取约 15.36万元。 10月29日，特锐德涨5.21%，截至发稿，报29.48元/股，成交12.45亿元，换手率4.17%，总市值311.17亿 元。 资料显示，青岛特锐德电气股份有限公司位于山东省青岛市崂山区松岭路336号，成立日期2004年3月16 日，上市日期2009年10月30日，公司主营业务涉及以户外箱式电力设备为主、户内开关柜为辅的成套变 配电产品,致力于研发、设计、生产制造220kV及以下的变配电一二次产品。主营业务收入构成为：智能 制造+集成服务70.57%，电动汽车充电网29.43%。 责任编辑：小浪快报 截至发稿，单宽之累计任职时间1年141天，现任基金资产总规模93.27亿元，任职期间最佳基金回报 76.9%， 任职期间最差基金回报-6.09%。 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 ...

外资态度来看，本期较上一季度新披露的外资机构有 1 家 ，即香港中央结算有限公司。 公募基金方面，本期较上一季度新披露的公募基金共计1个，即景顺长城创业板综指增强A。本期较上 一季未再披露的公募基金共计10个，主要包括中证2000、南方中证2000ETF、华夏中证电网设备主题 ETF、平安中证2000增强策略ETF、汇添富中证2000ETF等。 2025年10月29日，双杰电气(300444.SZ)发布2025年第三季报。截至2025年10月28日，共有3个机构投资 者披露持有双杰电气A股股份，合计持股量达3826.91万股，占双杰电气总股本的4.79%。其中，机构投 资者包括浙江君弘资产管理有限公司-君弘钱江七十七期私募证券投资基金、香港中央结算有限公司、 景顺长城创业板综指增强A，机构投资者合计持股比例达4.79%。相较于上一季度，机构持股比例合计 下跌了0.04个百分点。 ...

Core Insights - The electric grid equipment sector showed strong performance in the afternoon, with several stocks reaching their daily limits, indicating positive market sentiment towards this industry [1] - NVIDIA announced the technical specifications for its new MGX generation open architecture server, which supports the 800V DC data centers, highlighting advancements in core technologies relevant to the smart grid [1] Industry Summary - The electric grid equipment sector saw significant gains, with stocks such as Tongda Co., Hesun Electric, and Sifang Co. hitting the daily limit, while Xinte Electric rose over 10% [1] - Key players in the smart grid sector include: - Tongda Co. (main business in transmission line equipment, benefiting from smart grid investment growth) [1] - Hesun Electric (focus on smart grid solutions and energy management) [1] - Sifang Co. (provides automation systems for smart grid control and monitoring) [1] - Xinte Electric (produces smart grid components and transformers) [1] - Relevant ETFs include: - Huaxia CSI Electric Grid Equipment Theme ETF (159326) [1] - GF National Certificate New Energy Battery ETF (159305) [1] - E Fund National Certificate New Energy Battery ETF (159566) [1] Market Activity - Over the past five trading days, the smart grid concept has seen a cumulative increase of 1.03%, despite a net outflow of 14.767 billion yuan from major funds, indicating potential profit-taking by investors [2]

Core Viewpoint - CITIC Securities has made significant adjustments to its ETF holdings, increasing positions in certain ETFs while reducing others, indicating a strategic shift in investment focus towards specific sectors and market segments [1][9]. Group 1: ETF Holdings Overview - CITIC Securities holds the largest position in the Huaxia SSE 50 ETF with a market value of 2 billion yuan, despite a reduction of 50.91 million shares [2][3]. - The second largest holding is the Huaxia CSI A500 ETF, valued at 1.846 billion yuan, reflecting a stable investment strategy as no changes in holdings were reported [2][3]. - The Southern CSI 1000 ETF has seen an increase of 25.51 million shares, indicating a focus on small-cap stocks, which are expected to perform well in the current market environment [2][4]. Group 2: Increases in Holdings - The Southern CSI 1000 ETF was increased by 255 million shares, highlighting CITIC Securities' positive outlook on small-cap stocks and emerging industries [4][5]. - The Tianhong CSI Bank ETF was increased by 6.534 million shares, reflecting confidence in the banking sector amid a favorable macroeconomic environment [5][6]. - The E-Fund SSE 50 ETF saw an increase of 4.492 million shares, emphasizing the importance of large-cap blue-chip stocks in the investment strategy [5][6]. Group 3: Reductions in Holdings - CITIC Securities reduced its holdings in the Southern CSI 500 ETF by 860 million shares, indicating caution towards mid-cap stocks due to potential market uncertainties [7][8]. - The Huaxia SSE 50 ETF also experienced a reduction of 509 million shares, suggesting a strategic shift in focus away from large-cap stocks [7][8]. - The Southern MSCI China A50 ETF was reduced by 261 million shares, further reflecting a cautious approach to blue-chip stocks in the current market context [7][8]. Group 4: New Entrants and Exits - CITIC Securities entered the top ten holders of 46 new non-cash ETFs, indicating a diversification strategy to capture various market opportunities [9][10]. - The firm exited the top ten holders of the Hai Fu Tong SSE Urban Investment Bond ETF, Southern CSI 300 ETF, and the China Merchants CSI Dividend ETF, marking a significant portfolio adjustment [14][15].