9月25日，臻镭科技涨6.00%，成交额12.52亿元。两融数据显示，当日臻镭科技获融资买入额1.50亿 元，融资偿还1.56亿元，融资净买入-594.97万元。截至9月25日，臻镭科技融资融券余额合计7.03亿 元。 机构持仓方面，截止2025年6月30日，臻镭科技十大流通股东中，泰信中小盘精选混合（290011）位居 第三大流通股东，持股394.00万股，相比上期减少42.00万股。泰信鑫选混合A（001970）位居第七大流 通股东，持股262.00万股，相比上期增加22.00万股。长信国防军工量化混合A（002983）位居第八大流 通股东，持股235.15万股，为新进股东。 融资方面，臻镭科技当日融资买入1.50亿元。当前融资余额7.02亿元，占流通市值的4.95%，融资余额 超过近一年80%分位水平，处于高位。 截至6月30日，臻镭科技股东户数1.22万，较上期增加27.59%；人均流通股11826股，较上期减少 21.62%。2025年1月-6月，臻镭科技实现营业收入2.05亿元，同比增长73.64%；归母净利润6231.97万 元，同比增长1006.99%。 分红方面，臻镭科技A股上市后累计派现8 ...

永赢高端装备智选混合发起A（015789）基金经理为张璐。 截至发稿，张璐累计任职时间6年57天，现任基金资产总规模154.13亿元，任职期间最佳基金回报 156.79%， 任职期间最差基金回报-60.31%。 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。 9月25日，臻镭科技涨5.12%，截至发稿，报65.73元/股，成交7.07亿元，换手率5.11%，总市值140.70亿 元。 资料显示，浙江臻镭科技股份有限公司位于浙江省杭州市西湖区智强路428号云创镓谷研发中心7号楼,8 号楼1-3层，成立日期2015年9月11日，上市日期2022年1月27日，公司主营业务涉及集成电路芯片和微 系统的研发、生产和销售。主营业务收入构成为：电源管理芯片50.10%，射频收发芯片及高速高精度 ADC/DAC芯片39.47%，技术服务5.97%，微系统及模组2.49%，终端射频前端芯片1.93%，其他(补 充)0.04%。 从基金十大重仓股角度 数据显示，永赢基金旗下1只基金重仓臻镭科 ...

Core Viewpoint - The chairman of Zhenlei Technology, Yu Faxin, is under investigation and cannot perform his duties, but the company's control remains unchanged and operations continue normally [1][4]. Company Management - During Yu Faxin's absence, board member Zhang Bing will temporarily assume the responsibilities of the chairman, while other board members and senior management continue their roles without interruption [4]. Company Profile - Zhenlei Technology focuses on the research, production, and sales of integrated circuit chips and microsystems, providing technical services related to these products. Its main products include RF transceiver chips, high-speed high-precision ADC/DAC chips, and power management chips, serving both military and civilian applications [7]. Financial Performance - In the first half of 2025, Zhenlei Technology reported a revenue of 205 million yuan, a year-on-year increase of 73.64%, and a net profit attributable to shareholders of 62.32 million yuan, a significant increase of 1006.99% [7]. - The company experienced a substantial decline in net profit in 2023 and 2024, but has shown high growth in the first half of 2025 [7]. Shareholding and Market Performance - As of September 19, 2025, Yu Faxin holds approximately 45 million shares, representing a 21.04% stake in the company, with a market value of about 3.1 billion yuan based on the stock price of 69.5 yuan per share [7]. - The stock price of Zhenlei Technology has increased by 98.57% year-to-date, with a total market capitalization of 14.88 billion yuan as of September 19 [7].

Core Viewpoint - The chairman of Zhenlei Technology, Yu Faxin, has been placed under detention by the Huangshi Municipal Supervisory Committee, which has led to a significant drop in the company's stock price and raised concerns about corporate governance and operational continuity [1][4]. Company Governance and Management - Yu Faxin, as the chairman and core technical personnel, received a pre-tax remuneration of 960,800 yuan in the previous year [2][5]. - Yu Faxin is the largest shareholder of Zhenlei Technology, holding shares worth tens of billions of yuan [2]. - During Yu Faxin's absence, the board of directors has appointed Zhang Bing to perform the chairman's duties, ensuring that other directors and senior management continue to operate normally [4]. Stock Market Reaction - Following the announcement of Yu Faxin's detention, Zhenlei Technology's stock price fell to 60.77 yuan per share, marking a single-day decline of 12.56%, with a total market value reduction of approximately 1.869 billion yuan [3][4]. - The stock experienced a drop of over 19% at one point during trading on September 22 [4]. Shareholding Changes - Yu Faxin and his associates cashed out approximately 444 million yuan through a share transfer, reducing their combined shareholding from 32.62% to 28.74% [6][7]. - As of June 30, Yu Faxin directly held 45,042,956 shares, representing 21.04% of the company [6]. Financial Performance - Zhenlei Technology reported a significant increase in revenue and net profit for the first half of the year, with revenue of approximately 205 million yuan, up 73.64%, and a net profit of about 62.32 million yuan, up 1006.99% [10]. - The company has maintained a positive outlook for the next three years, focusing on strategic sectors such as satellite internet and defense information [11].

Core Viewpoint - The article discusses the recent announcement by Zhenlei Technology regarding the leave of absence of its chairman, Yu Faxin, due to an investigation, while assuring that the company's operations will continue normally under the management team [2][4]. Company Overview - Zhenlei Technology was established in September 2015 and went public on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 27, 2022 [5]. - The company specializes in the research, production, and sales of integrated circuit chips and microsystems, providing technical services related to its products [6]. Recent Developments - Yu Faxin, the chairman and core technical personnel of Zhenlei Technology, is currently under investigation by the Huangshi Municipal Supervisory Committee, which has affected his ability to perform his duties [2][4]. - The company has stated that it has a robust governance structure and internal control mechanisms in place, ensuring that operations remain unaffected during Yu's absence [4]. Financial Insights - As of June 30, 2025, Yu Faxin directly holds 21.04% of the company's shares, valued at approximately 3.13 billion yuan based on the market value as of September 19 [6]. - Prior to the announcement of the investigation, Yu Faxin, through associated entities, reduced his stake by selling 8.31 million shares at a price of 53.52 yuan per share, raising about 444 million yuan [6][7].

Core Viewpoint - Zhejiang Zhenlei Technology Co., Ltd. announced that its chairman, Yu Faxin, is under investigation and cannot perform his duties, but the company's control remains unchanged [1] Company Overview - Zhenlei Technology was listed on the Sci-Tech Innovation Board on January 27, 2022, focusing on the research, production, and sales of integrated circuit chips and microsystems, primarily in the analog chip design industry [3] - The company's main products include RF transceiver chips, high-speed and high-precision ADC/DAC chips, power management chips, and microsystems, serving various special industry applications such as data links and electronic warfare [3] Financial Performance - In 2024, Zhenlei Technology reported revenue of 303 million yuan, an increase of 8.04% year-on-year, while net profit decreased by 75.37% to 17.85 million yuan [8] - For the first half of 2024, the company achieved revenue of 205 million yuan, a significant increase of 73.64%, and net profit of 62.32 million yuan, up 1006.99% year-on-year [8] - The company invested 155 million yuan in R&D in 2024, representing a 22.06% increase and accounting for 51.16% of total revenue [8] Stock Market Reaction - Following the announcement regarding the chairman's investigation, Zhenlei Technology's stock price initially hit the daily limit down, falling by 20%, which resulted in a market value loss of nearly 3 billion yuan [3] - By the end of the morning session, the stock price decline narrowed to 12.59% [3] - The company's stock price had nearly doubled this year, with an increase of 98.57% up to last Friday's close [8] Shareholding Information - Yu Faxin holds 45.043 million shares, representing a 21.04% stake in the company, with a market value of approximately 3.13 billion yuan based on last Friday's closing price [6]

Core Viewpoint - Zhenray Technology announced that its actual controller and chairman, Yu Faxin, is under detention by the Huangshi Municipal Supervisory Committee, temporarily unable to perform his duties. The company's control has not changed, and other board members and senior management continue to operate normally [1]. Company Overview - Zhenray Technology was established in September 2015 and went public on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 27, 2022. The company focuses on the research, production, and sales of integrated circuit chips and microsystems, providing technical services related to its products [5]. - The main products include RF transceiver chips, high-speed and high-precision ADC/DAC chips, power management chips, and microsystems, which are used in various applications such as digital phased array radar and satellite communication systems [5]. Financial Performance - In the first half of 2025, Zhenray Technology reported a significant increase in revenue, achieving 205 million yuan, a year-on-year growth of 73.64%. The net profit attributable to shareholders reached approximately 62.32 million yuan, marking a staggering increase of 1006.99% compared to the previous year [6][7]. - The company's total assets as of the end of the reporting period were approximately 2.34 billion yuan, with a net asset value of about 2.20 billion yuan, reflecting a year-on-year increase of 4.61% and 2.72%, respectively [6]. Shareholder Activity - On September 4, 2023, Yu Faxin and his associated entities reduced their holdings in Zhenray Technology by transferring a total of 8.31 million shares, accounting for 3.88% of the company's total share capital, at a price of 53.52 yuan per share. This transaction resulted in a cash-out of approximately 444 million yuan [7]. Market Reaction - Following the announcement of Yu Faxin's detention, Zhenray Technology's stock price dropped significantly, falling by 13.5% to 60.10 yuan per share by 10:30 AM on September 22, 2023 [8].

Core Viewpoint - The chairman of Zhejiang Zhenlei Technology Co., Ltd., Yu Faxin, has been placed under detention by the Huangshi Municipal Supervisory Committee, which prevents him from performing his duties as a director. The company asserts that its control has not changed and that operations will continue normally under the management team [1][2]. Company Overview - Zhejiang Zhenlei Technology was established in September 2015 and went public on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 27, 2022. The company focuses on the research, production, and sales of integrated circuit chips and microsystems, providing technical services related to these products [3]. - The main products include RF transceiver chips, high-speed and high-precision ADC/DAC chips, power management chips, and microsystems, which are used in various fields such as data links, electronic countermeasures, wireless communication terminals, and mobile communication systems [3]. Financial Performance - In the first half of 2025, the company reported a revenue of 205 million yuan, representing a year-on-year increase of 73.64%. The net profit attributable to shareholders reached approximately 62.32 million yuan, showing a significant year-on-year growth of 1006.99% [3]. - The company experienced a substantial decline in net profit in 2023 and 2024, but the first half of 2025 showed high growth [3]. Shareholding and Market Activity - As of the end of the reporting period, Yu Faxin held approximately 45 million shares, accounting for 21.04% of the company. Based on the stock price of 69.5 yuan per share on September 19, his shareholding was valued at around 3.1 billion yuan [4]. - On September 4, 2025, Yu Faxin's concerted action parties reduced their holdings by a total of 8.31 million shares, representing 3.88% of the total share capital, with a transfer price of 53.52 yuan per share. Following this, the combined shareholding of Yu Faxin and his concerted action parties decreased from 32.62% to 28.74% [4]. Stock Performance - As of the last weekend's closing, the stock price of Zhenlei Technology was reported at 69.5 yuan per share, with a cumulative increase of 98.57% year-to-date [5].

Core Viewpoint - The announcement regarding the suspension of the chairman's duties due to investigation does not significantly impact the company's operations, which remain normal and well-managed [4]. Group 1: Company Announcement - On September 21, the company disclosed that its actual controller and chairman, Yu Faxin, is under investigation and cannot perform his duties [1][4]. - The company confirmed that there has been no change in control and that daily operations are managed by senior management [4]. - The board of directors continues to function normally, with Director Zhang Bing temporarily assuming the chairman's responsibilities [4]. Group 2: Financial Performance - In the first half of 2023, the company reported a significant increase in net profit, achieving a year-on-year growth of 1006.99% with a net profit of approximately 62.32 million yuan [5][6]. - The company's revenue for the same period reached 205 million yuan, reflecting a year-on-year increase of 73.64% [6]. Group 3: Shareholder Activity - On August 13, the company announced a plan for shareholders to transfer approximately 8.31 million shares, representing 3.88% of the total share capital, due to funding needs [6][7]. - The transfer price was set at 53.52 yuan per share, with a total of 17 institutional investors participating in the purchase [7]. - Following the transfer, the shareholding of Yu Faxin and his associates will decrease from 32.62% to 28.74%, resulting in a cash-out of approximately 444 million yuan [7].

Core Viewpoint - The chairman of Zhenray Technology, Yu Faxin, has been placed under detention by the Huangshi Municipal Supervisory Committee, temporarily unable to fulfill his duties as a director, but the company's control remains unchanged and normal operations are expected to continue [1][2]. Company Overview - Zhenray Technology is a chip design company specializing in RF transceiver chips, high-speed high-precision ADC/DAC chips, power management chips, microsystems, and modules [1][5]. - The company was established in September 2015 and went public on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 27, 2022 [5]. Financial Performance - In the first half of 2023, Zhenray Technology achieved a revenue of 205 million yuan, a year-on-year increase of 73.64%, and a net profit attributable to shareholders of 62.32 million yuan, up 1006.99% year-on-year [5][6]. - The company has seen a significant increase in orders and projects, benefiting from the recovery in downstream industries and strategic opportunities in emerging sectors such as commercial aerospace and low-altitude economy [6]. Market Position and Future Outlook - Zhenray Technology's products are primarily used in specialized fields such as data links, electronic countermeasures, wireless communication terminals, and satellite internet [5][6]. - The company is expected to benefit from the ongoing development of satellite internet and the gradual recovery of demand in the defense informationization sector, with projected revenues of 451 million yuan, 631 million yuan, and 850 million yuan for 2025 to 2027 [6].