兴全商业模式混合(LOF)A（163415）基金经理为乔迁。 截至发稿，乔迁累计任职时间8年92天，现任基金资产总规模218.24亿元，任职期间最佳基金回报 216.1%， 任职期间最差基金回报-2.25%。 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。 10月10日，华明装备涨5.47%，截至发稿，报21.78元/股，成交1.81亿元，换手率0.95%，总市值195.20 亿元。 资料显示，华明电力装备股份有限公司位于上海市普陀区同普路977号，成立日期2002年8月19日，上市 日期2008年9月5日，公司主营业务涉及钢结构数控成套加工设备的研发、制造、销售;变压器有载分接 开关和无励磁分接开关以及其它输变电设备的研发、制造、销售和服务。主营业务收入构成为：电力设 备85.50%，数控设备9.90%，其他2.47%，电力工程2.13%。 从华明装备十大流通股东角度 数据显示，兴证全球基金旗下1只基金位居华明装备十大流通股东。兴全商业模式混合(LOF)A （16341 ...

Core Viewpoint - The article highlights the recent trend of foreign investment in China's industrial manufacturing sector, indicating a positive outlook for the recovery of Chinese manufacturing and a renewed focus of global capital on the Chinese market [1]. Group 1: Investment Activities - Singapore's Government Investment Corporation (GIC) has increased its stake in Huaming Equipment, holding 18.08 million shares, which is 2.02% of the total share capital [3]. - Barclays and Goldman Sachs have also increased their holdings in Yuexin Health, acquiring 2.25 million shares (0.24%) and 1.97 million shares (0.21%) respectively [5][6]. - Morgan Stanley has increased its stake in Weiman Sealing, holding 370,000 shares, which is 0.31% of the total share capital [8]. Group 2: Company Profiles - Huaming Equipment is the only domestic manufacturer with two complete industrial chain production bases for tap-changer products, holding over 80% of the domestic market share after acquiring its largest competitor in 2019 [3][4]. - Yuexin Health operates in health and wellness services, manufacturing and selling health-related building materials, and leasing investment properties, focusing on digital transformation in healthcare [5][6]. - Weiman Sealing specializes in hydraulic and pneumatic sealing products, with a focus on high-end materials and technology development, aiming for domestic market replacement in the sealing industry [8].

Core Viewpoint - The article highlights the recent trend of foreign investment in China's industrial manufacturing sector, indicating a renewed focus on investment opportunities as companies announce share buybacks and foreign institutions increase their holdings in potential stocks [1][2]. Group 1: Foreign Investment Activities - Several prominent foreign institutions have recently increased their stakes in potential stocks within the industrial manufacturing sector, signaling confidence in the recovery of China's manufacturing industry [2]. - The Singapore Government Investment Corporation (GIC) has increased its holdings in Huaming Equipment, while Barclays and Goldman Sachs have raised their stakes in Yueshin Health [2][5]. - Morgan Stanley has also increased its investment in Weiman Sealing, reflecting a broader trend of foreign capital re-engaging with the Chinese market [2][7]. Group 2: Company-Specific Insights - **Huaming Equipment**: GIC now holds 18.08 million shares, representing 2.02% of the total share capital. The company is recognized for its comprehensive production capabilities in transformer tap changers and has a significant market share in China [3][4]. - **Yueshin Health**: Barclays and Goldman Sachs have increased their holdings by 2.25 million shares combined, focusing on health and wellness services, as well as smart healthcare solutions [5][6]. - **Weiman Sealing**: Morgan Stanley holds 370,000 shares, accounting for 0.31% of the total share capital. The company specializes in hydraulic and pneumatic sealing products and is working on high-end material development to enhance its market position [8].