证券之星消息，截止2025年四季度末，基金经理赵蓓旗下共管理7只基金，本季度表现最佳的为工银养 老产业股票A（001171），季度净值跌11.44%。 赵蓓在担任工银医疗保健股票（000831）基金经理的任职期间累计任职回报192.7%，平均年化收益率 为10.08%。期间重仓股调仓次数共有95次，其中盈利次数为65次，胜率为68.42%；翻倍级别收益有8 次，翻倍率为8.42%。 以下为赵蓓所任职基金的部分重仓股调仓案例： 重仓股调仓示例详解： 1、英科医疗（300677）翻倍案例： 赵蓓管理的工银医疗保健股票基金在20年1季度买入英科医疗，在持有1年又0个季度后在21年1季度卖 出。持有期间的估算收益率为812.18%，持有期间英科医疗在2020年到2021年的年报营业总收入增幅达 17.37%。 2、乐普医疗（300003）调仓案例： 赵蓓管理的工银医疗保健股票基金在15年4季度买入乐普医疗，在持有4年又3个季度后在20年3季度卖 出。持有期间的估算收益率为99.44%，持有期间乐普医疗在2015年到2020年的年报归属净利润增幅达 245.93%。 3、爱尔眼科（300015）折戟案例： 以上内容为证 ...

工银前沿医疗股票A（001717）成立日期2016年2月3日，最新规模96.36亿。今年以来收益17.03%，同 类排名3002/4189；近一年收益17.03%，同类排名3002/4189；成立以来收益207.9%。 从奥浦迈十大流通股东角度 数据显示，工银瑞信基金旗下1只基金位居奥浦迈十大流通股东。工银前沿医疗股票A（001717）三季 度增持40万股，持有股数330.01万股，占流通股的比例为2.91%。根据测算，今日浮盈赚取约811.82万 元。 1月5日，奥浦迈涨5.02%，截至发稿，报51.46元/股，成交2702.97万元，换手率0.47%，总市值58.57亿 元。 资料显示，上海奥浦迈生物科技股份有限公司位于上海市浦东新区紫萍路908弄28号楼，成立日期2013 年11月27日，上市日期2022年9月2日，公司主营业务涉及从事细胞培养产品与服务。主营业务收入构成 为：产品87.34%，服务12.53%，其他0.13%。 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 ...

12月31日，奥浦迈涨1.14%，截至发稿，报48.80元/股，成交2252.13万元，换手率0.41%，总市值55.54 亿元。 截至发稿，赵蓓累计任职时间11年47天，现任基金资产总规模172.23亿元，任职期间最佳基金回报 211.7%， 任职期间最差基金回报-33.24%。 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 数据显示，工银瑞信基金旗下1只基金位居奥浦迈十大流通股东。工银前沿医疗股票A（001717）三季 度增持40万股，持有股数330.01万股，占流通股的比例为2.91%。根据测算，今日浮盈赚取约181.5万 元。 工银前沿医疗股票A（001717）成立日期2016年2月3日，最新规模96.36亿。今年以来收益17.18%，同 类排名3004/4189；近一年收益15.55%，同类排名3020/4188；成立以来收益208.3%。 工银前沿医疗股票A（001717）基金经理为赵蓓。 资料显示，上海奥浦迈生物科技股份有限公司位于上海 ...

Group 1 - The core viewpoint of the news is that Haishi Ke (002653.SZ) has reported an increase in institutional holdings, indicating growing investor interest [1] - As of October 28, 2025, 42 institutional investors hold a total of 122 million shares of Haishi Ke, representing 10.92% of the total share capital [1] - The top ten institutional investors collectively hold 8.86% of the shares, with a 0.41 percentage point increase compared to the previous quarter [1] Group 2 - In the public fund sector, 21 funds increased their holdings, with a total increase ratio of 0.60% [2] - Conversely, 14 funds reduced their holdings, with a total decrease ratio of 0.75% [2] - Six new public funds were disclosed during this period, while 240 funds were not disclosed compared to the previous quarter [2]

Core Points - The stock price of Sangfor Technologies increased by 5.19% to 58.35 CNY per share, with a trading volume of 210 million CNY and a turnover rate of 0.60%, resulting in a total market capitalization of 35.989 billion CNY [1] - Sangfor Technologies, established on January 25, 2002, and listed on July 22, 2020, is primarily engaged in the research, production, and sales of antibody drugs, with revenue sources including 75.24% from product sales, 15.37% from commissioned processing services, 7.94% from licensing, and 1.44% from leasing services [1] Shareholder Insights - Industrial and Commercial Bank of China (ICBC) Credit Suisse Fund's "ICBC Frontier Medical Stock A" increased its holdings by 601,000 shares in the third quarter, now holding 3.8 million shares, which represents 0.62% of the circulating shares [2] - The fund has achieved a year-to-date return of 25.16%, ranking 2300 out of 4218 in its category, and an annual return of 18.28%, ranking 2670 out of 3878 [2] - The fund manager, Zhao Bei, has a tenure of 10 years and 348 days, with a total fund asset size of 17.15 billion CNY and a best return of 224.6% during her tenure [2]

Group 1 - Newnow (300765.SZ) reported its Q3 2025 results, with 18 institutional investors holding a total of 1.144 billion shares, representing 81.42% of the total share capital [1] - The top ten institutional investors collectively hold 81.17% of the shares, with a decrease of 0.47 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 10 funds increased their holdings, including Huatai-PineBridge Innovation Medicine Mixed A and ICBC Frontier Medical Stock A, with an increase rate of 0.60% [2] - Three public funds reduced their holdings, including China Europe Medical Health Mixed A, with a decrease rate of 0.37% [2] - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.23% [2]

Group 1 - Core viewpoint: Huadong Medicine (000963.SZ) reported its Q3 2025 results, highlighting significant institutional ownership and changes in shareholding among various funds and investors [1][2][3] Group 2 - As of October 27, 2025, 32 institutional investors held a total of 1.205 billion shares of Huadong Medicine, representing 68.71% of its total share capital [1] - The top ten institutional investors collectively held 67.93% of the shares, with an increase of 0.71 percentage points compared to the previous quarter [1] - In the public fund sector, 10 funds increased their holdings, while 8 funds reduced their holdings, with a decrease of 0.50% in the latter category [2] - One social security fund, the National Social Security Fund 112 Portfolio, reported a slight decrease in holdings [2] - In the insurance sector, one insurance company increased its holdings by 0.3%, while one new insurance investor was disclosed [3] - Foreign investment saw an increase from one foreign fund, Hong Kong Central Clearing Limited, with a rise of 0.69% in holdings [3]

Group 1 - The core viewpoint of the news is that Sanofi Guojian's stock price increased by 5.08%, reaching 52.70 CNY per share, with a total market capitalization of 32.505 billion CNY [1] - Sanofi Guojian Pharmaceutical Co., Ltd. is located in the China (Shanghai) Pilot Free Trade Zone and was established on January 25, 2002, with its listing date on July 22, 2020 [1] - The company's main business involves the research, production, and sales of antibody drugs, with revenue composition as follows: 75.24% from product sales, 15.37% from commissioned processing services, 7.94% from licensing services, and 1.44% from leasing services [1] Group 2 - Among the top ten circulating shareholders of Sanofi Guojian, a fund under ICBC Credit Suisse Asset Management has entered the list, holding 3.199 million shares, which accounts for 0.52% of the circulating shares [2] - The ICBC Frontier Medical Stock A fund (001717) was established on February 3, 2016, with a latest scale of 9.33 billion CNY and has achieved a year-to-date return of 22.77% [2] - The fund manager, Zhao Bei, has a cumulative tenure of 10 years and 335 days, with the fund's total asset scale at 16.425 billion CNY and a best return of 233.5% during her tenure [2]

Group 1 - Baiyang Pharmaceutical has experienced a decline for four consecutive trading days, with a cumulative drop of -3.93% [1] - The company, established in 2005, focuses on the development, manufacturing, and commercialization of medical innovations, aiming to optimize healthcare through technological advancements [1] - ICBC Credit Suisse Asset Management has two funds among the top ten shareholders of Baiyang Pharmaceutical, with one fund reducing its holdings and the other entering the position in the second quarter of this year [1] Group 2 - ICBC Credit Suisse Fund's "ICBC Frontier Medical Stock A" has a year-to-date return of 33.52%, ranking 190 out of 976 in its category, while "ICBC Healthcare Stock" has a return of 32.51%, ranking 206 out of 976 [2] - The fund managers for these funds are Zhao Bei and Ding Yang, with Zhao having over ten years of experience in the industry and currently managing multiple funds [5][6] - Ding Yang, who joined ICBC Credit Suisse in December 2017, has been managing the healthcare industry stock fund since May 2023 [7]

Group 1 - The core point of the article highlights the performance and holdings of the ICBC Frontier Medical Stock A fund, which has a recent net value of 3.4760 yuan and a decline of 0.52% [1] - The fund's one-month return is 1.67%, ranking 964 out of 1023 in its category; the six-month return is 30.63%, ranking 115 out of 984; and the year-to-date return is 32.12%, ranking 222 out of 974 [1] - The top ten holdings of the fund account for a total of 59.44%, with significant positions in companies such as Heng Rui Pharmaceutical (9.51%), Kelun Pharmaceutical (9.16%), and others [1] Group 2 - The ICBC Frontier Medical Stock A fund was established on February 3, 2016, and as of June 30, 2025, it has a total scale of 9.33 billion yuan [1] - The fund manager, Zhao Bei, has extensive experience in the healthcare sector, having held various positions since joining ICBC Credit Suisse in 2010 [2]