Group 1 - The core viewpoint of the news is that Jinpan Technology's stock has seen a significant increase, with a rise of 5.04% to 95.22 CNY per share, and a total market capitalization of 43.781 billion CNY [1] - Jinpan Technology, established on June 3, 1997, primarily engages in the research, production, and sales of power distribution and control equipment for sectors such as renewable energy, high-end equipment, and energy conservation [1] - The company's revenue composition includes: 87.05% from power distribution equipment, 9.59% from energy storage series, 1.90% from photovoltaic power station business, 0.73% from installation engineering, 0.54% from other (supplementary), and 0.19% from digital overall solutions [1] Group 2 - Southern Fund's Southern CSI 500 ETF (510500) is among the top ten circulating shareholders of Jinpan Technology, having increased its holdings by 44,100 shares in the third quarter, totaling 4.061 million shares, which represents 0.88% of circulating shares [2] - The Southern CSI 500 ETF has achieved a year-to-date return of 11.57% and a one-year return of 44.6%, ranking 574 out of 5569 and 1201 out of 4295 respectively [2] - The fund manager, Luo Wenjie, has a tenure of 12 years and 300 days, with a total fund asset size of 171.358 billion CNY and a best return of 185.79% during his tenure [2] Group 3 - Southern Fund's Southern Digital Economy Mixed A (019410) holds 34,700 shares of Jinpan Technology, making it the fourth-largest holding in the fund, accounting for 5.01% of the fund's net value [3] - The fund has achieved a year-to-date return of 6.94% and a one-year return of 60.09%, ranking 3055 out of 8882 and 897 out of 8127 respectively [3] - The fund manager, Wang Bo, has a tenure of 6 years and 96 days, with a total fund asset size of 6.309 billion CNY and a best return of 116.75% during his tenure [4]

Group 1 - The core viewpoint of the news is that Kaipu Cloud's stock has seen a significant increase of 5.61%, reaching a price of 222.80 yuan per share, with a total market capitalization of 15.05 billion yuan [1] - Kaipu Cloud Information Technology Co., Ltd. was established on April 17, 2000, and went public on March 27, 2020. The company provides internet content service platform construction, operation, and big data services for government agencies, large and medium-sized enterprises, and media units [1] - The main business revenue composition of Kaipu Cloud includes: intelligent source 49.34%, AI large model and computing power 20.04%, AI content security 15.37%, and smart government and others 15.13% [1] Group 2 - Southern Fund's Southern Growth Pioneer Mixed A Fund (009318) has entered the top ten circulating shareholders of Kaipu Cloud, holding 441,900 shares, which accounts for 0.65% of the circulating shares [2] - The Southern Growth Pioneer Mixed A Fund has achieved a return of 39.81% this year, ranking 1900 out of 8088 in its category [2] - The fund manager of Southern Growth Pioneer Mixed A is Wang Bo, who has been in the position for 6 years and has achieved a best fund return of 102.19% during his tenure [3] Group 3 - Southern Fund's Southern Digital Economy Mixed A Fund (019410) holds 10,400 shares of Kaipu Cloud, accounting for 3.37% of the fund's net value, making it the ninth largest holding [4] - The Southern Digital Economy Mixed A Fund has achieved a return of 54.21% this year, ranking 886 out of 8088 in its category [4] - Wang Bo is also the fund manager for Southern Digital Economy Mixed A, with a total fund asset size of 6.573 billion yuan [5]

南方数字经济混合型证券投资基金 基金管理人：南方基金管理股份有限公司 基金托管人：华夏银行股份有限公司 送出日期：2025 年 7 月 21 日 南方数字经济混合型证券投资基金 2025 年第 2 季度报告 §1 重要提示 基金管理人的董事会及董事保证本报告所载资料不存在虚假记载、误导性陈述或重大遗 漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 基金托管人华夏银行股份有限公司根据本基金合同规定，于 2025 年 7 月 17 日复核了本 报告中的财务指标、净值表现和投资组合报告等内容，保证复核内容不存在虚假记载、误导 性陈述或者重大遗漏。 基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不保证基金一定 盈利。 基金的过往业绩并不代表其未来表现。投资有风险，投资者在作出投资决策前应仔细阅 读本基金的招募说明书。 本报告中财务资料未经审计。 本报告期自 2025 年 4 月 1 日起至 6 月 30 日止。 | | §2 基金产品概况 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 基金 ...