9月22日，海兰信涨5.24%，截至发稿，报19.07元/股，成交5.53亿元，换手率4.52%，总市值137.40亿 元。 资料显示，北京海兰信数据科技股份有限公司位于北京市海淀区地锦路7号院10号楼5层501，成立日期 2001年2月14日，上市日期2010年3月26日，公司主营业务涉及海洋观探测仪器系统和智能船舶系统的研 发、生产、销售与服务。主营业务收入构成为：海洋观探测装备与系统67.32%，智能船舶与智能航行 系统32.29%，其他0.39%。 从海兰信十大流通股东角度 华夏创成长ETF（159967）基金经理为荣膺、鲁亚运。 截至发稿，荣膺累计任职时间9年324天，现任基金资产总规模1382.88亿元，任职期间最佳基金回报 129.49%， 任职期间最差基金回报-7.58%。 鲁亚运累计任职时间3年106天，现任基金资产总规模208.43亿元，任职期间最佳基金回报83.43%， 任 职期间最差基金回报-31.74%。 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 ...

当日有23只风格策略ETF基金出现资金净流出，其中净流出排首位的是华夏创成长ETF（159967），份 额减少了1.12亿份，净流出额为6751.85万元。 9月19日风格策略ETF净流出前10 份额变化(亿份) 净流出额(亿元) -0.68 华夏创成长ETF -1.12 -0.36 国泰上证国有企业红利ETF - -0.38 -0.32 易方达中证红利ETF - -0.23 -0.22 广发上证科创板成长ETF - -0.12 -0.14 富国中证价值ETF - -0.13 -0.13 南方红利低波50ETF - -0.10 -0.11 博时国证大盘价值ETF - -0.10 -0.09 融通中证诚通央企红利ETF - -0.08 -0.04 长城中证红利低波100ETF - -0.04 -0.04 平安中证A500红利低波动ETF - -0.04 -1.2 -0.8 -0.6 -0.4 -0.2 0.0 -1.0 9月19日风格策略ETF 净流出前10明细表 | 代码 | 基金简称 | 涨跌幅 | 份额变化 | 最新份额 | 净流出额 | 最新规模 | | --- | --- | --- | --- | ...

证券之星消息，9月17日风格策略ETF基金合计资金净流出1.33亿元，近5个交易日累计净流入2665.97万 元，5个交易日中出现日合计资金净流入的有3天（ETF资金流向计算公式：（当日ETF场内流通份额-前 一交易日ETF场内流通份额）*当日ETF均价，计算结果仅供参考）。 当日有8只风格策略ETF基金出现资金净流入，其中净流入排首位的是招商中证红利ETF（515080）， 份额增加了4400.0万份，净流入额为6875.49万元。 当日有16只风格策略ETF基金出现资金净流出，其中净流出排首位的是景顺长城红利低波动100ETF （515100），份额减少了4850.0万份，净流出额为7445.52万元。 | 代码 | 基金筒称 | 涨跌幅 | 份额变化 | 最新份额 | 净流出额 | | 最新规模 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (亿元) | (1243) | (亿元) | | (亿元) | | 515100 | 景顺长城红利低波动100ETF | 0.52% | -0.48 | 31.68 | | -0.74 | 4 ...

华夏创成长ETF（159967）基金经理为荣膺、鲁亚运。 资料显示，深圳天源迪科信息技术股份有限公司位于广东省深圳市福田区广夏路1号创智云中心A栋24- 25层，成立日期1993年1月18日，上市日期2010年1月20日，公司主营业务涉及电信、公安及其它行业应 用软件产品的开发、生产和销售,计算机软、硬件系统集成,技术支持与服务。主营业务收入构成为： ICT产品销售84.45%，应用软件及服务9.15%，运营业务5.91%，其他(补充)0.40%，系统集成工程 0.09%。 从天源迪科十大流通股东角度 数据显示，华夏基金旗下1只基金位居天源迪科十大流通股东。华夏创成长ETF（159967）二季度新进 十大流通股东，持有股数189.68万股，占流通股的比例为0.35%。根据测算，今日浮亏损失约87.25万 元。连续5天下跌期间浮亏损失504.55万元。 华夏创成长ETF（159967）成立日期2019年6月21日，最新规模42.1亿。今年以来收益25.94%，同类排 名1494/4222；近一年收益58.96%，同类排名1282/3789；成立以来收益101.07%。 9月4日，天源迪科跌2.77%，截至发稿， ...

Group 1 - The core viewpoint of the news is that Light Media (300251.SZ) has reported significant institutional investment, with 51 institutional investors holding a total of 1.451 billion shares, representing 49.46% of the total share capital as of August 26, 2025 [1] - The top ten institutional investors collectively hold 48.66% of the shares, with an increase of 1.33 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two public funds increased their holdings, namely the Huaxia CSI Animation Game ETF and the E-Fund Growth Enterprise ETF, with an increase ratio of 0.31% [2] - One public fund, the Su Xin CSI 500 Index Enhanced A, reduced its holdings slightly, while 33 public funds were not disclosed in the current period, including several notable ETFs [2] - Foreign investment sentiment shows that one foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.21% [2]

Summary of Key Points Core Viewpoint - On August 11, style strategy ETFs experienced a net outflow of 694 million yuan, with a cumulative net outflow of 707 million yuan over the past five trading days, indicating a trend of capital withdrawal from these funds [1]. Fund Performance - A total of 15 style strategy ETFs saw net inflows on the same day, with the highest inflow recorded for the Bosera National Index Large Cap Value ETF (159391), which increased by 99 million shares and had a net inflow of 111 million yuan [1][3]. - Conversely, 17 style strategy ETFs experienced net outflows, with the Huatai-PB CSI Dividend Low Volatility ETF (512890) leading the outflows, decreasing by 369 million shares and resulting in a net outflow of 443 million yuan [1][4]. Detailed Fund Data - The top 10 ETFs by net outflow on August 11 included: - Huatai-PB CSI Dividend Low Volatility ETF (512890): -443 million yuan, -369 million shares - Huatai-PB SSE Dividend ETF (510880): -232 million yuan, -71 million shares - Harvest CSI 300 Dividend Low Volatility ETF (515300): -117 million yuan, -84 million shares - Southern Dividend Low 50 ETF (515450): -97 million yuan, -68 million shares - Others included various ETFs with smaller outflows [4][5]. Overall Market Trends - The overall trend indicates a cautious sentiment among investors in the style strategy ETF segment, as evidenced by the significant net outflows and the mixed performance of individual funds [1][4].

Group 1 - The A-share market has shown a recovery, with the Shanghai Composite Index surpassing the 3600-point mark, indicating a rebound in market sentiment [2][3] - Institutions believe that the recent market adjustment is a phase of consolidation rather than a trend reversal, with a continued focus on growth sectors such as AI, robotics, and innovative pharmaceuticals [1][2] - The growth style has been active since June, with the ChiNext Index rising over 20% and the Sci-Tech 50 Index increasing nearly 10% by the end of July [2][5] Group 2 - The policy environment remains supportive of technology innovation, with the Central Political Bureau meeting emphasizing the need to enhance the attractiveness and inclusiveness of the domestic capital market [2][4] - There has been significant net inflow into growth-themed ETFs, with notable amounts in various funds, indicating strong investor interest in growth sectors [3][5] - The industrial sector is witnessing new momentum, particularly in humanoid and industrial robots, with production growth rates of 35.6% and 25.5% respectively [3][4] Group 3 - Institutions are focusing on undervalued growth sectors, with military industry and AI applications being highlighted as key areas for investment [6][8] - The AI application sector is expected to see further growth, driven by new model releases and the ongoing commercialization of AI technologies [6][9] - The macroeconomic backdrop, including a weak dollar and domestic growth policies, is seen as favorable for growth stocks, which are expected to benefit from improved liquidity and valuation [7][8] Group 4 - The technology growth trend is expected to continue, with a positive outlook for the market into 2025 and beyond, as structural improvements and capital inflows are anticipated [8][9] - AI remains a focal point within the growth sector, with expectations for accelerated innovation and expanded applications in various high-value scenarios [9]

Core Viewpoint - The A-share market is experiencing a rebound, with the Shanghai Composite Index surpassing the 3600-point mark, indicating a recovery in market sentiment and a continuation of the upward trend rather than a reversal [1][2]. Market Performance - Since June, the growth style has remained active, with the ChiNext Index rising over 20% and reaching a new high for the year by July 29, while the Sci-Tech 50 Index increased nearly 10% during the same period [2]. - Despite a short-term adjustment from July 30 to August 4, both the ChiNext and Sci-Tech 50 indices maintained relatively high levels [2]. Policy and Funding Support - The Central Political Bureau meeting on July 30 emphasized enhancing the attractiveness and inclusiveness of the domestic capital market, which is expected to support the growth stock sector [2]. - There is a significant flow of funds into the stock market, with the ratio of household deposits to total stock market value remaining high at 1.8, indicating ample room for reallocation of funds [2]. Industry Trends - New momentum is accumulating in the industry, with the Ministry of Industry and Information Technology reporting a 35.6% year-on-year increase in industrial robot production and a 25.5% increase in service robots [3]. - The Wind Innovation Drug Index has seen a cumulative increase of nearly 30% since June, while the AI and humanoid robot indices have both risen over 15% [3]. Investment Focus - Institutions are focusing on low-valuation growth sectors, particularly in military industry, AI applications, and other technology-related fields [4][5]. - The military sector is favored due to its strategic importance, while AI applications are expected to gain traction as new models are released [4]. Macro Environment - The weak dollar cycle combined with domestic growth stabilization policies enhances the relative advantage of growth styles in the market [5]. - The overall market trend is expected to remain upward, with technology growth as the main focus for investment [5][6]. Future Outlook - Analysts predict that the market may experience a "two steps forward, one step back" rhythm, with a gradual increase in the index center [5]. - The AI sector is anticipated to continue being a focal point for growth, with innovations expected to accelerate in the second half of the year [6].

Group 1 - Longying Precision (300115.SZ) released its 2024 annual report on April 18, 2025, with 156 institutional investors holding a total of 534 million shares, accounting for 39.38% of the total share capital [1] - The top ten institutional investors collectively hold 37.79% of the shares, with a decrease of 2.45 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Huazhong Qianyu Bond Initiation A, increased its holdings, while five funds, including Jin Ying Technology Innovation Stock A and Southern CSI 1000 ETF, reduced their holdings by 0.69% [2] - A total of 140 new public funds were disclosed this period, including Guangfa CSI 1000 ETF and Huaxia Growth ETF [2] - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.84% compared to the previous quarter [2]

Group 1 - Blue Silicon Technology (300433.SZ) released its 2024 annual report on March 28, 2025, with 190 institutional investors holding a total of 3.804 billion shares, representing 76.34% of the total share capital [1] - The top ten institutional investors collectively hold 73.40% of the shares, with a slight decrease of 0.16 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two funds increased their holdings, accounting for a 0.26% increase, while six funds decreased their holdings, representing a 0.10% decrease [2] - A total of 14 new public funds were disclosed this period, while 123 funds were not disclosed compared to the previous quarter [2] - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.19% [2]