责任编辑：小浪快报 2月25日，燕东微涨5.32%，截至发稿，报46.50元/股，成交4.83亿元，换手率1.39%，总市值663.84亿 元。燕东微股价已经连续5天上涨，区间累计涨幅7.06%。 嘉实上证科创板芯片ETF（588200）基金经理为田光远。 资料显示，北京燕东微电子股份有限公司位于北京市北京经济技术开发区经海四路51号，成立日期1987 年10月6日，上市日期2022年12月16日，公司主营业务涉及设计、生产和销售分立器件及模拟集成电 路、特种集成电路及器件;半导体开放式晶圆制造与封装测试服务。主营业务收入构成为：产品与方案 47.18%，制造与服务43.91%，其他5.79%，其他(补充)3.13%。 截至发稿，田光远累计任职时间4年355天，现任基金资产总规模791.33亿元，任职期间最佳基金回报 168.19%， 任职期间最差基金回报-46.65%。 从燕东微十大流通股东角度 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.c ...

Group 1 - The core point of the news is that Lexin Technology's stock price increased by 5.62% to 170.56 CNY per share, with a trading volume of 560 million CNY and a turnover rate of 2.17%, resulting in a total market capitalization of 28.508 billion CNY [1] - Lexin Technology, established on April 29, 2008, and listed on July 22, 2019, is primarily engaged in the research, design, and sales of integrated circuit products [1] - The main revenue composition of Lexin Technology includes modules and development kits at 60.47%, chips at 38.89%, and others at 0.64% [1] Group 2 - Among the top circulating shareholders of Lexin Technology, a fund under Harvest Fund Management holds a significant position, having reduced its holdings by 100,100 shares to 2.134 million shares, representing 1.36% of the circulating shares [2] - The Harvest SSE STAR Chip ETF (588200), established on September 30, 2022, has a latest scale of 39.658 billion CNY, with a year-to-date return of 13.84% and a one-year return of 59.66% [2] - The fund manager, Tian Guangyuan, has a tenure of 4 years and 355 days, with the fund's total asset size at 79.133 billion CNY, achieving a best return of 168.19% and a worst return of -46.65% during his tenure [2]

2月25日，有研硅涨5.07%，截至发稿，报15.55元/股，成交1.47亿元，换手率0.77%，总市值194.42亿 元。有研硅股价已经连续4天上涨，区间累计涨幅8.19%。 嘉实上证科创板芯片ETF（588200）基金经理为田光远。 截至发稿，田光远累计任职时间4年355天，现任基金资产总规模791.33亿元，任职期间最佳基金回报 168.19%， 任职期间最差基金回报-46.65%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，有研半导体硅材料股份公司位于北京市西城区新街口外大街2号D座17层，成立日期2001年6 月21日，上市日期2022年11月10日，公司主营业务涉及半导体材料的研发、生产、销售。主营业务收入 构成为：半导体硅抛光片61.48%，刻蚀设备用硅材料29.55%，其他6.80%，其他(补充)2.16%。 从有研硅十大流通股东角度 数据显示，嘉实基金旗下1只基金位居有研硅十大流 ...

截至发稿，田光远累计任职时间4年343天，现任基金资产总规模791.33亿元，任职期间最佳基金回报 163.5%， 任职期间最差基金回报-46.65%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 从燕东微十大流通股东角度 数据显示，嘉实基金旗下1只基金位居燕东微十大流通股东。嘉实上证科创板芯片ETF（588200）三季 度增持77.96万股，持有股数647.95万股，占流通股的比例为1.11%。根据测算，今日浮盈赚取约1419.01 万元。连续3天上涨期间浮盈赚取589.63万元。 嘉实上证科创板芯片ETF（588200）成立日期2022年9月30日，最新规模396.58亿。今年以来收益 14.52%，同类排名433/5569；近一年收益71.78%，同类排名204/4295；成立以来收益168.77%。 嘉实上证科创板芯片ETF（588200）基金经理为田光远。 2月13日，燕东微涨5.2%，截至发稿，报44.34元/股，成 ...

Group 1 - Core viewpoint: The stock of Chip Source Microelectronics increased by 5.02% to 218.00 CNY per share, with a trading volume of 269 million CNY and a turnover rate of 0.63%, resulting in a total market capitalization of 43.955 billion CNY [1] - Company overview: Chip Source Microelectronics, established on December 17, 2002, is located in Shenyang, Liaoning Province. The company specializes in the research, production, and sales of semiconductor equipment [1] - Revenue composition: The main business revenue is derived from photoresist coating and developing equipment (59.86%), single-wafer wet processing equipment (36.76%), other supplementary equipment (2.51%), and other equipment (0.86%) [1] Group 2 - Major shareholder activity: Jiashi Fund's ETF, which is among the top ten circulating shareholders of Chip Source Microelectronics, reduced its holdings by 163,000 shares, now holding 3.6539 million shares, representing 1.81% of circulating shares [2] - Fund performance: Jiashi's ETF has achieved a year-to-date return of 14.52%, ranking 433 out of 5569 in its category, and a one-year return of 71.78%, ranking 204 out of 4295 [2] - Fund manager details: The fund manager, Tian Guangyuan, has been in position for 4 years and 343 days, with the fund's total asset size at 79.133 billion CNY and a best return of 163.5% during his tenure [3]

Group 1 - The core viewpoint of the news is that 富创精密 (Fuchuang Precision) has seen a stock price increase of 6.07%, reaching 93.00 yuan per share, with a total market capitalization of 28.478 billion yuan [1] - 富创精密 specializes in manufacturing precision components for semiconductor equipment, particularly in the 7nm process technology, with its main business revenue composition being 68.56% from mechanical and electromechanical components, 28.92% from gas transmission systems, and 2.51% from other sources [1] Group 2 - 嘉实上证科创板芯片ETF (Jiashi SSE Sci-Tech Innovation Board Chip ETF) is one of the top ten circulating shareholders of 富创精密, having reduced its holdings by 160,300 shares to a total of 3.4752 million shares, representing 1.96% of the circulating shares [2] - The Jiashi SSE Sci-Tech Innovation Board Chip ETF has achieved a year-to-date return of 14.52% and a one-year return of 71.78%, ranking 433 out of 5,569 and 204 out of 4,295 respectively in its category [2] Group 3 - The fund manager of 嘉实上证科创板芯片ETF is 田光远, who has been in the position for 4 years and 343 days, with the fund's total asset size being 79.133 billion yuan [3] - During his tenure, the best fund return was 163.5%, while the worst return was -46.65% [3]

Group 1 - The core viewpoint of the news is that Lexin Technology's stock price increased by 5.05%, reaching 171.66 yuan per share, with a trading volume of 533 million yuan and a turnover rate of 2.03%, resulting in a total market capitalization of 28.692 billion yuan [1] - Lexin Technology, established on April 29, 2008, and listed on July 22, 2019, is primarily engaged in the research, design, and sales of integrated circuit products [1] - The main revenue composition of Lexin Technology includes modules and development kits at 60.47%, chips at 38.89%, and other sources at 0.64% [1] Group 2 - Among the top circulating shareholders of Lexin Technology, a fund under Harvest Fund ranks first, having reduced its holdings by 100,100 shares to 2.134 million shares, which represents 1.36% of the circulating shares [2] - The Harvest SSE STAR Chip ETF (588200) was established on September 30, 2022, with a latest scale of 39.658 billion yuan, achieving a year-to-date return of 11.86% and a one-year return of 71.63% [2] - The fund manager, Tian Guangyuan, has a cumulative tenure of 4 years and 342 days, with the fund's total asset scale at 79.133 billion yuan, achieving the best return of 163.5% and the worst return of -46.65% during his tenure [2]

Core Viewpoint - The inflow of funds into thematic ETFs has significantly accelerated since the beginning of the year, indicating a shift in investor preferences towards these investment vehicles [1][5]. Group 1: ETF Growth and Performance - As of the end of January, 14 ETFs have seen their scales increase by over 10 billion yuan, with resource and technology-related ETFs being particularly prominent [2][3]. - Resource-related ETFs, especially those focused on non-ferrous metals and gold, have shown remarkable growth, with the Huaan Gold ETF increasing by 33.54 billion yuan and the Southern CSI Non-ferrous Metals ETF growing by 24.22 billion yuan in January alone [3][4]. - Technology-themed ETFs have also attracted significant investment, particularly in sectors like power grids, satellites, and semiconductor equipment, reflecting a sustained interest in these growth areas [3][4]. Group 2: Performance of High-Quality Products - The ETFs that have expanded significantly are generally backed by strong performance, with the Huaan Gold ETF and Southern CSI Non-ferrous Metals ETF rising by 19.34% and 23.15% respectively since the beginning of the year [4]. - Other notable performers include the Huaxia CSI Electric Grid Equipment ETF, which has increased by 16.16%, and the Guotai CSI Semiconductor Materials Equipment ETF, which has risen by 19.49% [4]. - The strong performance of the underlying indices, such as SGE Gold 9999 and non-ferrous metals, has provided direct support for the rapid expansion of these ETFs [4]. Group 3: Thematic ETFs as Investment Tools - The recent trend shows that investors prefer to use ETFs to participate in thematic market opportunities, which are often linked to clear industrial logic or economic conditions [6]. - ETFs offer a transparent and efficient way for investors to track overall sector performance, especially in a market characterized by thematic dominance and stock performance divergence [6]. - The diversification of ETF holdings helps mitigate the impact of individual stock volatility, aligning with the needs of investors looking to make concentrated investments at the beginning of the year [6].

截至发稿，田光远累计任职时间4年332天，现任基金资产总规模791.33亿元，任职期间最佳基金回报 177.23%， 任职期间最差基金回报-46.65%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 数据显示，嘉实基金旗下1只基金位居先锋精科十大流通股东。嘉实上证科创板芯片ETF（588200）三 季度新进十大流通股东，持有股数92.15万股，占流通股的比例为2.28%。根据测算，今日浮亏损失约 316.98万元。 嘉实上证科创板芯片ETF（588200）成立日期2022年9月30日，最新规模396.58亿。今年以来收益 18.13%，同类排名144/5580；近一年收益94%，同类排名140/4286；成立以来收益177.23%。 嘉实上证科创板芯片ETF（588200）基金经理为田光远。 2月2日，先锋精科跌5.01%，截至发稿，报65.26元/股，成交2.42亿元，换手率3.34%，总市值132.07亿 元。 资料显示，江 ...

Group 1 - The core point of the news is that Jiewa Microelectronics Co., Ltd. experienced a 5.08% drop in stock price, closing at 49.55 yuan per share, with a trading volume of 492 million yuan and a turnover rate of 2.15%, resulting in a total market capitalization of 22.313 billion yuan [1] - Jiewa Microelectronics, established on March 18, 2013, and listed on December 23, 2022, specializes in the research and sales of analog integrated circuits, providing high-efficiency, high-performance, and high-reliability solutions [1] - The company's main business revenue composition includes power management chips at 93.09%, with DC-DC chips at 56.79%, AC-DC chips at 20.48%, linear power chips at 14.40%, signal chain chips at 4.37%, power products at 1.69%, and battery management chips at 1.43% [1] Group 2 - Among Jiewa's top ten circulating shareholders, a fund under Harvest Fund holds a significant position, having reduced its holdings by 283,700 shares, now owning 6.084 million shares, which accounts for 2.31% of the circulating shares [2] - The Harvest SSE STAR 50 ETF (588200) has a current scale of 39.658 billion yuan, with a year-to-date return of 18.13%, ranking 144 out of 5580 in its category, and a one-year return of 94%, ranking 140 out of 4286 [2] - The fund manager, Tian Guangyuan, has been in position for 4 years and 332 days, with the fund's total asset scale at 79.133 billion yuan, achieving a best return of 177.23% during his tenure [3]