国泰聚智量化选股混合发起A（023386）基金经理为吴可凡。 截至发稿，吴可凡累计任职时间2年175天，现任基金资产总规模20.92亿元，任职期间最佳基金回报 57.76%， 任职期间最差基金回报-17.64%。 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27日，德龙汇能涨5.05%，截至发稿，报11.65元/股，成交1.66亿元，换手率4.16%，总市值41.78亿 元。 资料显示，德龙汇能集团股份有限公司位于四川省成都市建设路55号，成立日期1994年1月1日，上市日 期1996年3月12日，公司主营业务涉及主要从事以天然气能源为主的清洁能源供应业务,具体包括三个主 要子业务,分别是城市燃气业务、LNG业务和分布式能源业务。主营业务收入构成为：燃气供应及其相 关收入94.70%，其他(补充)2.47%，节能服务收入1.66%，其他主营业务收入1.17%。 从基金十大重仓股角度 数据显示，国泰基金旗下1只基金重仓德龙汇能。国泰聚智量化选股 ...

Core Points - On November 18, Lanfeng Biochemical experienced a decline of 5.18%, trading at 8.78 CNY per share, with a transaction volume of 521 million CNY and a turnover rate of 21.20%, resulting in a total market capitalization of 3.122 billion CNY [1] Company Overview - Jiangsu Lanfeng Biochemical Co., Ltd. is located at No. 2 Ningxia Road, Xinyi Economic Development Zone, Jiangsu, and was established on October 11, 1990, with its listing date on December 3, 2010 [1] - The company's main business includes the production and sales of pesticide active ingredients and formulations, as well as fine chemical intermediates and pharmaceutical manufacturing [1] - The revenue composition of the main business is as follows: battery cells 43.84%, modules 31.70%, pesticide active ingredients and formulations 17.20%, sulfuric acid 4.09%, other photovoltaic businesses 1.85%, and other agricultural chemical products 1.32% [1] Fund Holdings - From the perspective of the top ten holdings of funds, one fund under Guotai Fund has a significant position in Lanfeng Biochemical. Guotai Juzi Quantitative Stock Selection Mixed Fund A (023386) held 8,400 shares in the third quarter, accounting for 0.87% of the fund's net value, making it the largest holding [2] - The estimated floating loss for the fund today is approximately 4,032 CNY [2] - Guotai Juzi Quantitative Stock Selection Mixed Fund A was established on September 2, 2025, with a latest scale of 9.0448 million CNY and a cumulative return of 10.9% since inception [2] - The fund manager, Wu Kefa, has been in position for 2 years and 166 days, with the total asset scale of 2.092 billion CNY, achieving the best fund return of 63.35% and the worst return of -17.64% during his tenure [2]

Core Viewpoint - Bluefeng Biochemical experienced a 5.41% increase in stock price, reaching 9.74 CNY per share, with a trading volume of 423 million CNY and a turnover rate of 17.31%, resulting in a total market capitalization of 3.463 billion CNY [1] Group 1: Company Overview - Jiangsu Bluefeng Biochemical Co., Ltd. is located at No. 2 Ningxia Road, Xinyi Economic Development Zone, Jiangsu, and was established on October 11, 1990, with its listing date on December 3, 2010 [1] - The company's main business includes the production and sales of pesticide active ingredients and formulations, as well as fine chemical intermediates and pharmaceutical manufacturing [1] - The revenue composition of the main business is as follows: battery cells 43.84%, modules 31.70%, pesticide active ingredients and formulations 17.20%, sulfuric acid 4.09%, other photovoltaic businesses 1.85%, and other agricultural chemical products 1.32% [1] Group 2: Fund Holdings - According to data from the top ten holdings of funds, one fund under Guotai Fund has a significant position in Bluefeng Biochemical [2] - Guotai Juzi Quantitative Stock Selection Mixed Fund A (023386) held 8,400 shares in the third quarter, accounting for 0.87% of the fund's net value, making it the largest holding [2] - The fund manager, Wu Kefan, has been in position for 2 years and 162 days, with a total asset scale of 2.092 billion CNY and a best fund return of 65.91% during his tenure [2]

Core Viewpoint - Bluefeng Biochemical experienced a 5.43% increase in stock price, reaching 8.35 CNY per share, with a trading volume of 322 million CNY and a turnover rate of 15.13%, resulting in a total market capitalization of 2.969 billion CNY [1] Company Overview - Jiangsu Bluefeng Biochemical Co., Ltd. was established on October 11, 1990, and listed on December 3, 2010. The company is located at No. 2 Ningxia Road, Xinyi Economic Development Zone, Jiangsu [1] - The main business activities include the production and sales of pesticide raw materials and formulations, fine chemical intermediates, and pharmaceutical manufacturing [1] - The revenue composition of the main business is as follows: battery cells 43.84%, modules 31.70%, pesticide raw materials and formulations 17.20%, sulfuric acid 4.09%, other photovoltaic businesses 1.85%, and other agricultural chemical products 1.32% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Guotai Fund has a significant position in Bluefeng Biochemical. The Guotai Juzi Quantitative Stock Selection Mixed Fund A (023386) held 8,400 shares in the third quarter, accounting for 0.87% of the fund's net value, making it the largest holding [2] - The fund has an estimated floating profit of approximately 3,612 CNY as of the report date [2] - The Guotai Juzi Quantitative Stock Selection Mixed Fund A was established on September 2, 2025, with a latest scale of 9.0448 million CNY and a cumulative return of 5.87% since inception [2] - The fund manager, Wu Kefan, has been in position for 2 years and 152 days, managing total assets of 2.092 billion CNY, with the best fund return during his tenure being 72.85% and the worst being -17.64% [2]