华富科技动能混合A（007713）成立日期2019年11月6日，最新规模10.01亿。今年以来收益74.01%，同 类排名201/8138；近一年收益96.57%，同类排名55/8055；成立以来收益68.62%。 华富科技动能混合A（007713）基金经理为沈成。 截至发稿，沈成累计任职时间3年327天，现任基金资产总规模46.67亿元，任职期间最佳基金回报 46.25%， 任职期间最差基金回报20.27%。 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 11月19日，崧盛股份跌5.05%，截至发稿，报31.05元/股，成交3233.19万元，换手率1.35%，总市值 38.52亿元。 资料显示，深圳市崧盛电子股份有限公司位于广东省深圳市宝安区新桥街道新桥社区中心路233号鹏展 汇1栋1001，成立日期2011年7月8日，上市日期2021年6月7日，公司主营业务涉及中、大功率LED驱动 电源产品的研发、生产和销售业务。主营业务收入构成为：大功率LE ...

Group 1 - The core viewpoint of the news is that Gaoce Co., Ltd. experienced a decline in stock price, dropping by 5.01% to 10.62 CNY per share, with a trading volume of 250 million CNY and a turnover rate of 2.80%, resulting in a total market capitalization of 8.823 billion CNY [1] - Gaoce Co., Ltd. specializes in the research, production, and sales of cutting equipment and consumables for hard and brittle materials, with its main business revenue composition being: silicon wafer and cutting processing services (48.98%), photovoltaic cutting consumables (23.42%), other cutting equipment and consumables (9.14%), other waste income (8.91%), photovoltaic cutting equipment (7.45%), services and others (2.08%), and rental income (0.02%) [1] Group 2 - Among the top ten circulating shareholders of Gaoce Co., Ltd., Huafu Fund has a fund that entered the list, specifically Huafu Technology Momentum Mixed A (007713), which holds 9.2 million shares, accounting for 1.11% of circulating shares, with an estimated floating loss of approximately 5.152 million CNY [2] - Huafu Technology Momentum Mixed A (007713) was established on November 6, 2019, with a latest scale of 1 billion CNY, achieving a year-to-date return of 78.5% and ranking 180 out of 8147 in its category, while its one-year return is 79.97%, ranking 83 out of 8056 [2]

Group 1 - The core viewpoint of the news is that Donghua Testing has seen a significant increase in its stock price, rising by 5.44% to reach 51.97 CNY per share, with a trading volume of 1.91 billion CNY and a turnover rate of 4.62%, resulting in a total market capitalization of 7.189 billion CNY [1] - Donghua Testing, established on March 8, 1993, and listed on September 20, 2012, specializes in the research, production, and sales of structural mechanics performance testing instruments and related software, as well as providing application solutions and technical services [1] - The company's main business revenue composition includes: 71.99% from structural mechanics performance testing analysis systems, 12.89% from structural safety online monitoring and defense equipment PHM systems, 10.54% from electrochemical workstations, and 4.58% from other supplementary services [1] Group 2 - Among the top ten circulating shareholders of Donghua Testing, Huafu Fund's Huafu Technology Momentum Mixed A (007713) has newly entered the list in the third quarter, holding 1.9 million shares, which accounts for 2.34% of the circulating shares, with an estimated floating profit of approximately 5.092 million CNY [2] - Huafu Technology Momentum Mixed A (007713) was established on November 6, 2019, with a latest scale of 1 billion CNY, achieving a year-to-date return of 78.3%, ranking 207 out of 8147 in its category, and a one-year return of 89.83%, ranking 70 out of 8056 [2] - The fund manager of Huafu Technology Momentum Mixed A is Shen Cheng, who has been in the position for 3 years and 319 days, managing a total fund asset size of 4.667 billion CNY, with the best fund return during his tenure being 53.79% and the worst being 25.77% [3]

Core Insights - Huafu Fund has achieved significant performance in its public offerings, particularly in "equity" products, following an upgrade of its "fixed income+" product system and proactive positioning in equity products [1][2] - The fund's strategic focus on artificial intelligence ETFs and humanoid robotics has resulted in impressive returns, with the Huafu Technology Momentum Mixed A yielding over 190% since the market rally began on September 24, 2024 [1] - The artificial intelligence ETF has also performed well, with returns exceeding 150%, and its latest scale approaching 8 billion yuan [1] Group 1: Equity Investment Performance - Huafu Fund has strategically invested in over ten thematic directions, including artificial intelligence, humanoid robotics, innovative pharmaceuticals, semiconductors, military industry, new energy, controllable nuclear fusion, and autonomous driving [1] - The Huafu IoT World Flexible Allocation Mixed A and Huafu Industrial Upgrade Flexible Allocation Mixed A have both achieved returns over 120% since the market rally began [1] Group 2: Fixed Income Investment Strategy - The fund has categorized its "fixed income+" products into different types based on volatility characteristics, setting corresponding return targets and drawdown standards [2] - The Huafu Anxin Bond A, categorized as high volatility, has yielded over 40%, while the Huafu Enhanced Return Bond has achieved over 15% since September 24, 2024 [2] - The Huafu Convertible Bond A, a convertible bond tool, has delivered returns exceeding 48% [2] Group 3: Product Innovation and Investor Engagement - Huafu Fund is exploring regular dividend distribution models to enhance investor satisfaction, with products like Huafu Rongsheng One-Year Holding Mixed and Huafu Jilu 90-Day Rolling Holding Bond having distributed dividends ten times this year [2] - The company's forward-looking strategy in equity and optimization in fixed income products have shown substantial effectiveness [2]

Core Viewpoint - Huafu Fund has demonstrated strong performance in both equity and fixed income products, with many funds achieving significant gains since the market rebound on September 24 last year [1][2][4] Equity Investment - Huafu Fund's proactive positioning in equity investments has led to impressive results, with the Huafu Technology Momentum Mixed A fund rising 218.68% and the AI ETF increasing by 169.76% since last year [2] - The AI ETF has surpassed 8 billion yuan in scale as of October 29, 2023, reflecting strong investor recognition [2] - The fund has strategically invested in over ten thematic directions, including artificial intelligence, humanoid robots, innovative pharmaceuticals, semiconductors, military industry, new energy, controllable nuclear fusion, and autonomous driving [2] Fixed Income Investment - Huafu Fund has categorized its fixed income plus products into different types based on volatility, setting specific return targets and drawdown standards for each category [3] - The Huafu Anxin Bond A fund has achieved a return of 26.84%, ranking in the top 3% of its category, while the Huafu Strengthened Return Bond has returned 9.17%, ranking in the top 9% [3] - The Huafu Convertible Bond A fund has also performed well, with a return of 33.78%, ranking in the top 22% of its category [3] Overall Strategy - The forward-looking strategy in equity and the optimization of fixed income products have proven effective for Huafu Fund [4] - The company aims to continue leveraging its professional research team to create sustainable long-term returns for investors [4]

Core Insights - Huafu Fund's public offerings have shown impressive performance in the third quarter of 2025, with multiple equity and "fixed income+" funds ranking in the top 10% of the industry for investment management capabilities over the past year [1][2] Group 1: Equity Investment - Huafu Fund has strategically focused on artificial intelligence ETFs since 2019, becoming one of the early fund managers to invest in this sector [1] - The Huafu Technology Momentum Fund has concentrated on humanoid robotics since Q4 2023, capitalizing on market opportunities [1] - The Huafu Technology Momentum Mixed A and the artificial intelligence ETF ranked first (1/219) and fourth (4/392) respectively among similar products over the past year [1] Group 2: Fund Performance - The artificial intelligence ETF has surpassed 8 billion yuan in scale as of October 29, 2025, reflecting strong investor interest [1] - Huafu Fund has diversified its product offerings across over 10 thematic directions, including artificial intelligence, humanoid robotics, innovative pharmaceuticals, semiconductors, new energy, and autonomous driving [2] - The Huafu IoT World Flexible Allocation Mixed A and Huafu Industrial Upgrade Flexible Allocation Mixed A ranked in the top 10% of similar products in the past year, focusing on the semiconductor and electronics sectors [2] Group 3: Fixed Income Investment - Huafu Fund categorizes its "fixed income+" products based on volatility characteristics and sets corresponding return targets and drawdown standards [2] - The Huafu Anxin Bond A, positioned as a high-volatility "fixed income+" product, ranked in the top 3% (13/499) among similar products over the past year [2] - The Huafu Enhanced Return Bond, categorized as a medium-volatility "fixed income+" product, ranked in the top 9% (23/266) among similar products [2]

Group 1 - The core point of the news is that Songsheng Co., Ltd. experienced a 5% increase in stock price, reaching 34.64 CNY per share, with a trading volume of 1.04 billion CNY and a turnover rate of 4.12%, resulting in a total market capitalization of 4.297 billion CNY [1] - Songsheng Co., Ltd. specializes in the research, production, and sales of medium and high-power LED driver power supply products, with its main business revenue composition being: high-power LED driver power supply 79.64%, medium-power LED driver power supply 11.84%, energy storage products 6.93%, others 1.58%, and low-power LED driver power supply 0.01% [1] Group 2 - Huafu Technology Momentum Mixed A (007713) has entered the top ten circulating shareholders of Songsheng Co., Ltd., holding 1.1999 million shares, which accounts for 1.61% of the circulating shares, with an estimated floating profit of approximately 1.9798 million CNY [2] - The fund manager of Huafu Technology Momentum Mixed A is Shen Cheng, who has been in the position for 3 years and 308 days, with the fund's total asset size being 4.667 billion CNY and the best fund return during his tenure being 62.49% [3]

Core Viewpoint - Fulei New Materials (605488.SH) reported a decline in institutional ownership in its Q3 2025 report, with a total of 8 institutional investors holding 27.32 million shares, representing 9.75% of the total share capital, a decrease of 1.49 percentage points from the previous quarter [1] Institutional Investors - A total of 8 institutional investors disclosed their holdings in Fulei New Materials, with a combined shareholding of 27.32 million shares, accounting for 9.75% of the total share capital [1] - The institutional ownership decreased by 1.49 percentage points compared to the previous quarter [1] Public Funds - Three public funds increased their holdings compared to the previous period, with a total increase in shareholding of 0.52% [1] - One new public fund disclosed its holdings this quarter, namely Zhezhang Smart Selection Leading Three-Year Holding Period A [1] - A total of 36 public funds did not disclose their holdings this quarter, including notable funds such as Qianhai Kaiyuan Jiaxin Mixed A and Huafu Technology Momentum Mixed A [1]

Core Viewpoint - Zhongjian Technology (002779.SZ) reported its Q3 2025 results, highlighting significant institutional investor interest with a total of 20 institutions holding 41.05% of the company's shares as of October 28, 2025 [1] Group 1: Institutional Holdings - A total of 20 institutional investors disclosed holdings in Zhongjian Technology, amounting to 75.8637 million shares, which represents 41.05% of the total share capital [1] - The top ten institutional investors collectively hold 40.77% of the shares, with a 0.31 percentage point increase compared to the previous quarter [1] Group 2: Public Fund Holdings - Eight public funds increased their holdings in this period, including Morgan Emerging Power Mixed A and XINGQUAN He Yuan Two-Year Holding Mixed A, with an increase ratio of 0.33% [2] - Three public funds reduced their holdings, including Penghua Carbon Neutral Theme Mixed A, with a decrease ratio of 0.77% [2] - Three new public funds disclosed their holdings, while 108 public funds did not disclose their holdings in this period [2]

Core Insights - Meihua Co., Ltd. (603319.SH) reported its Q3 2025 results, revealing that as of October 28, 2025, 46 institutional investors held a total of 63.68 million A-shares, accounting for 18.78% of the company's total share capital [1] - The top ten institutional investors collectively held 15.43% of the shares, with an increase of 1.05 percentage points compared to the previous quarter [1] Institutional Holdings - A total of 17 public funds increased their holdings in this period, with notable funds including Yongying Advanced Manufacturing Mixed Fund A and Penghua Carbon Neutral Theme Mixed Fund A, representing an increase of 4.23% [2] - Two public funds reduced their holdings, including Qianhai Kaiyuan Jiaxin Mixed Fund A and Harvest CSI 2000 ETF, with a decrease of 0.49% [2] - There were 24 newly disclosed public funds this period, including GF Technology Innovation Mixed Fund A and AVIC Trend Navigation Mixed Fund A [2] - 95 public funds were not disclosed in this period, including Wanji Artificial Intelligence Mixed Fund A and Ping An Strategy Pioneer Mixed Fund [2]