从基金十大重仓股角度 数据显示，诺安基金旗下1只基金重仓乾照光电。诺安研究精选股票A（320022）四季度持有股数103.31 万股，占基金净值比例为3.13%，位居第十大重仓股。根据测算，今日浮盈赚取约161.16万元。 诺安研究精选股票A（320022）成立日期2012年12月10日，最新规模4.71亿。今年以来收益15.12%，同 类排名328/5542；近一年收益76.83%，同类排名265/4256；成立以来收益431.82%。 1月22日，乾照光电涨5.02%，截至发稿，报32.66元/股，成交24.25亿元，换手率8.28%，总市值300.58 亿元。 诺安研究精选股票A（320022）基金经理为唐晨。 资料显示，厦门乾照光电股份有限公司位于福建省厦门火炬高新区(翔安)产业区翔天路259-269号，成立 日期2006年2月21日，上市日期2010年8月12日，公司主营业务涉及半导体光电产品的研发、生产和销售 业务。主营业务收入构成为：其他50.31%，外延片及芯片49.69%。 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 ...

Core Viewpoint - The stock of Qianzhao Optoelectronics has shown significant volatility, with a year-to-date increase of 22.39% but a recent decline of 13.27% over the past five trading days, indicating potential market fluctuations and investor sentiment shifts [2]. Group 1: Stock Performance - As of January 19, Qianzhao Optoelectronics' stock price rose by 2.03% to 33.73 CNY per share, with a trading volume of 1.13 billion CNY and a turnover rate of 3.71%, resulting in a total market capitalization of 31.04 billion CNY [1]. - The stock has experienced a 35.63% increase over the past 20 days and a remarkable 191.78% increase over the past 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Qianzhao Optoelectronics reported a revenue of 2.75 billion CNY, reflecting a year-on-year growth of 46.36%, while the net profit attributable to shareholders was 87.95 million CNY, marking an 80.17% increase [2]. - The company has distributed a total of 408 million CNY in dividends since its A-share listing, with 41.36 million CNY distributed over the past three years [3]. Group 3: Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders for Qianzhao Optoelectronics reached 72,200, an increase of 28.47%, while the average circulating shares per person decreased by 22.16% to 12,686 shares [2]. - Hong Kong Central Clearing Limited is now the fifth-largest circulating shareholder, holding 15.87 million shares as a new entrant, while the Southern CSI 1000 ETF has exited the top ten circulating shareholders [3].

Group 1 - The core viewpoint of the news is that Qianzhao Optoelectronics has shown significant stock performance with a recent increase in share price and strong financial results for the year [1][2] - As of January 8, Qianzhao Optoelectronics' stock price rose by 2.00% to 26.51 CNY per share, with a total market capitalization of 24.398 billion CNY and a trading volume of 9.74 billion CNY [1] - The company has experienced a year-to-date stock price decline of 3.81%, but has seen a 11.34% increase over the last five trading days and a remarkable 124.28% increase over the last 60 days [1] Group 2 - For the period from January to September 2025, Qianzhao Optoelectronics reported a revenue of 2.75 billion CNY, representing a year-on-year growth of 46.36%, and a net profit attributable to shareholders of 87.9497 million CNY, which is an increase of 80.17% [2] - The company has distributed a total of 408 million CNY in dividends since its A-share listing, with 41.3603 million CNY distributed over the past three years [3] - As of September 30, 2025, the number of shareholders increased to 72,200, marking a 28.47% rise, while the average circulating shares per person decreased by 22.16% to 12,686 shares [2][3]

Core Viewpoint - The stock of Qianzhao Optoelectronics has shown significant volatility, with a year-to-date increase of 139.94% but a recent decline of 2.94% over the last five trading days, indicating potential fluctuations in investor sentiment and market conditions [2]. Group 1: Stock Performance - As of December 18, Qianzhao Optoelectronics' stock price rose by 2.02% to 24.75 CNY per share, with a trading volume of 10.60 billion CNY and a turnover rate of 4.75%, resulting in a total market capitalization of 227.78 billion CNY [1]. - The stock has experienced a 76.53% increase over the past 20 days and a 93.06% increase over the past 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Qianzhao Optoelectronics reported a revenue of 2.75 billion CNY, reflecting a year-on-year growth of 46.36%, and a net profit attributable to shareholders of 87.95 million CNY, which is an increase of 80.17% year-on-year [2]. - The company has distributed a total of 408 million CNY in dividends since its A-share listing, with 41.36 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of November 10, 2025, the number of shareholders for Qianzhao Optoelectronics reached 72,200, an increase of 28.47% from the previous period, while the average circulating shares per person decreased by 22.16% to 12,686 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fifth largest, holding 15.87 million shares as a new shareholder, while the Southern CSI 1000 ETF has exited the top ten list [3].

Core Viewpoint - The stock of Qianzhao Optoelectronics has experienced fluctuations, with a recent decline of 2.41% and a year-to-date increase of 37.66%, indicating volatility in its market performance [1][2]. Financial Performance - For the period from January to September 2025, Qianzhao Optoelectronics reported a revenue of 2.75 billion yuan, reflecting a year-on-year growth of 46.36%. The net profit attributable to shareholders was 87.95 million yuan, marking an 80.17% increase [2]. - The company has distributed a total of 408 million yuan in dividends since its A-share listing, with 41.36 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 12, the stock price was 14.20 yuan per share, with a trading volume of 299 million yuan and a turnover rate of 2.27%. The total market capitalization stood at 13.069 billion yuan [1]. - In the last five trading days, the stock has risen by 17.36%, and it has appeared on the "Dragon and Tiger List" once this year, with a net buy of 89.35 million yuan on November 7 [2]. Shareholder Information - As of October 31, the number of shareholders increased to 56,200, a rise of 4.85%, while the average circulating shares per person decreased by 4.63% to 16,298 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fifth largest, holding 15.87 million shares as a new shareholder [3].

Core Viewpoint - The stock of Qianzhao Optoelectronics has shown a mixed performance recently, with a year-to-date increase of 18.66% but a slight decline in the last five and twenty trading days, indicating potential volatility in the market [1][2]. Financial Performance - For the period from January to September 2025, Qianzhao Optoelectronics reported a revenue of 2.75 billion yuan, reflecting a year-on-year growth of 46.36% [2]. - The net profit attributable to shareholders reached 87.95 million yuan, marking an impressive year-on-year increase of 80.17% [2]. - Cumulatively, the company has distributed 408 million yuan in dividends since its A-share listing, with 41.36 million yuan distributed over the past three years [2]. Stock Market Activity - As of November 5, the stock price of Qianzhao Optoelectronics was 12.24 yuan per share, with a trading volume of 1.18 billion yuan and a turnover rate of 1.07%, resulting in a total market capitalization of 11.265 billion yuan [1]. - The stock has experienced a net inflow of 206,900 yuan from main funds, with significant buying and selling activities recorded [1]. Shareholder Structure - As of October 20, the number of shareholders for Qianzhao Optoelectronics was 53,600, a decrease of 1.65% from the previous period, while the average circulating shares per person increased by 1.68% to 17,089 shares [2]. - The fifth largest circulating shareholder is Hong Kong Central Clearing Limited, which holds 15.87 million shares as a new entrant, while the Southern CSI 1000 ETF has exited the top ten circulating shareholders [2]. Company Overview - Qianzhao Optoelectronics, established on February 21, 2006, and listed on August 12, 2010, is located in Xiamen, Fujian Province, and specializes in the research, production, and sales of semiconductor optoelectronic products [1]. - The company's revenue composition is primarily from other products (50.31%) and epitaxial wafers and chips (49.69%) [1]. - The company operates within the electronic industry, specifically in the optical optoelectronics sector, and is involved in various concept sectors including virtual reality and plant lighting [1].

Core Viewpoint - Qianzhao Optoelectronics is a leading domestic semiconductor optoelectronic product manufacturer, focusing on R&D, production, and sales, with a full industry chain technology advantage [1] Group 1: Business Performance - In Q3 2025, Qianzhao Optoelectronics reported revenue of 2.75 billion yuan, ranking 9th in the industry, surpassing the industry average of 2.474 billion yuan and the median of 1.046 billion yuan, but significantly lower than the top two competitors, Sanan Optoelectronics at 13.817 billion yuan and Mulinsen at 12.178 billion yuan [2] - The company's net profit for the same period was 87.9496 million yuan, ranking 10th in the industry, above the industry average of 46.4948 million yuan and the median of 35.8642 million yuan, but still trailing behind the top two competitors, Leyard at 295 million yuan and Mulinsen at 213 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Qianzhao Optoelectronics had a debt-to-asset ratio of 34.31%, down from 37.12% year-on-year and below the industry average of 46.71%, indicating good debt repayment capability [3] - The gross profit margin for Q3 2025 was 10.58%, lower than the previous year's 15.51% and below the industry average of 20.22%, suggesting a need for improvement in profitability [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 1.73% to 54,300, with the average number of circulating A-shares held per household increasing by 1.72% to 16,900 [5] - Hong Kong Central Clearing Limited became the fifth-largest circulating shareholder with 15.8676 million shares, while the Southern CSI 1000 ETF exited the top ten circulating shareholders [5] Group 4: Business Highlights - Qianzhao Optoelectronics experienced rapid growth in H1 2025, benefiting from expanding satellite demand, with notable highlights including a significant increase in net profit margin and a 402% year-on-year revenue growth in backlight business [5] - The company is focusing on high-end display products, with Mini RGB product revenue increasing by 57% and a strong performance in the commercial aerospace market, maintaining the top domestic market share for satellite battery cells [6]

Group 1 - The core viewpoint of the news is that Qianzhao Optoelectronics experienced a decline in stock price, dropping by 5.08% to 13.46 CNY per share, with a trading volume of 476 million CNY and a turnover rate of 3.77%, resulting in a total market capitalization of 12.388 billion CNY [1] - Qianzhao Optoelectronics, established on February 21, 2006, and listed on August 12, 2010, is located in Xiamen, Fujian Province, and specializes in the research, production, and sales of semiconductor optoelectronic products. The main business revenue composition is 50.31% from other products and 49.69% from epitaxial wafers and chips [1] Group 2 - From the perspective of the top ten circulating shareholders, Southern Fund has a fund that ranks among the top ten shareholders of Qianzhao Optoelectronics. The Southern CSI 1000 ETF (512100) entered the top ten shareholders in the second quarter, holding 5.9723 million shares, which accounts for 0.65% of the circulating shares. The estimated floating loss today is approximately 4.3001 million CNY [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY. Year-to-date returns are 24.03%, ranking 1748 out of 4222 in its category; the one-year return is 62.92%, ranking 1228 out of 3783; and the return since inception is 9.76% [2]