11月24日，四川金顶涨5.01%，截至发稿，报10.06元/股，成交3.03亿元，换手率8.80%，总市值35.11亿 元。 截至发稿，陆志明累计任职时间14年179天，现任基金资产总规模240.63亿元，任职期间最佳基金回报 119.61%， 任职期间最差基金回报-63.28%。 资料显示，四川金顶(集团)股份有限公司位于四川省乐山市峨眉山市九里镇新农村一组166号，成立日 期1988年9月7日，上市日期1993年10月8日，公司主营业务涉及非金属矿开采、加工及产品销售。主营 业务收入构成为：石灰石86.66%，物流装卸运输仓储7.41%，氧化钙3.16%，租金收入1.43%，商品混凝 土、水泥稳定碎石1.41%，IT设备信息技服务0.02%。 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。 从四川金顶十大流通股东角度 责任编辑：小浪快报 数据显示，广发基金旗下1只基金位居四川金顶十大流通股东。广发中证全指建筑材料指数A （004856）三季度新进十大流通股东，持有股 ...

11月24日，四川双马涨5.07%，截至发稿，报22.37元/股，成交2.90亿元，换手率1.74%，总市值170.78 亿元。 资料显示，四川和谐双马股份有限公司位于四川省成都市锦江区红星路三段一号成都国际金融中心1号 写字楼26楼2号，成立日期1998年10月20日，上市日期1999年8月24日，公司主营业务涉及建材生产业 务、私募股权基金投资管理业务。主营业务收入构成为：私募股权投资基金管理33.36%，水泥 32.46%，生物医药23.08%，骨料11.10%。 从基金十大重仓股角度 截至发稿，陆志明累计任职时间14年179天，现任基金资产总规模240.63亿元，任职期间最佳基金回报 119.61%， 任职期间最差基金回报-63.28%。 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，广发基金旗下1只基金重仓四川双马。广发中证全指建筑材料指数A（004856）三季度增持 31.76万股，持有股数97.64万股，占基金净值比例为2.4 ...

Group 1 - Sichuan Jinding's stock price increased by 7.33% on November 11, reaching 12.88 CNY per share, with a trading volume of 722 million CNY and a turnover rate of 16.85%, resulting in a total market capitalization of 4.495 billion CNY [1] - The stock has risen for four consecutive days, with a cumulative increase of 24.48% during this period [1] - Sichuan Jinding was established on September 7, 1988, and listed on October 8, 1993, primarily engaged in non-metallic mineral mining, processing, and product sales [1] Group 2 - The main revenue composition of Sichuan Jinding includes limestone (86.66%), logistics and transportation (7.41%), calcium oxide (3.16%), rental income (1.43%), and other services [1] - Among the top ten circulating shareholders, a fund under GF Fund, the GF CSI Building Materials Index A (004856), entered the list in the third quarter, holding 853,300 shares, accounting for 0.24% of circulating shares [2] - The fund has generated an estimated floating profit of approximately 750,900 CNY today and 2,013,900 CNY during the four-day increase [2] Group 3 - The fund manager of GF CSI Building Materials Index A is Lu Zhiming, who has a tenure of 14 years and 166 days, managing assets totaling 24.063 billion CNY [3] - The fund's best return during Lu's tenure was 119.61%, while the worst return was -63.28% [3]

Group 1 - Sichuan Shuangma's stock price increased by 5.01% to 21.36 CNY per share, with a trading volume of 291 million CNY and a market capitalization of 16.307 billion CNY as of November 3 [1] - The company has seen a cumulative increase of 3.3% over the past three days [1] - Sichuan Shuangma's main business segments include private equity fund management (33.36%), cement production (32.46%), biomedicine (23.08%), and aggregates (11.10%) [1] Group 2 - According to data, one fund under GF Fund has a significant position in Sichuan Shuangma, with an increase of 317,600 shares in the third quarter, bringing the total to 976,400 shares, which represents 2.46% of the fund's net value [2] - The fund has realized a floating profit of approximately 996,000 CNY today, with a floating profit of 634,700 CNY during the three-day increase [2] - The GF CSI All-Share Building Materials Index A fund has a total asset size of 305 million CNY and has returned 7.49% year-to-date, ranking 3775 out of 4216 in its category [2]

Core Insights - Sichuan Shuangma (000935.SZ) reported its Q3 2025 results, revealing that 19 institutional investors hold a total of 513 million shares, representing 67.22% of the company's total equity [1] - The top ten institutional investors collectively own 66.84% of the shares, with a decrease of 2.99 percentage points compared to the previous quarter [1] Institutional Holdings - The number of institutional investors holding shares in Sichuan Shuangma is 19, with a total holding of 513 million shares [1] - The top ten institutional investors include Beijing Harmony Hengyuan Technology Co., LAFARGE CHINA OFFSHORE HOLDING COMPANY (LCOHC) LTD., and others, with a combined holding of 66.84% [1] - There was a decline in the holding percentage of the top ten institutional investors by 2.99 percentage points from the last quarter [1] Public Fund Activity - Four public funds increased their holdings, including Guotai CSI All-Index Building Materials ETF, with an increase rate of 0.15% [2] - Two public funds decreased their holdings, with a slight decline noted [2] - Four new public funds were disclosed, while 102 public funds were not disclosed in the current period [2] Pension Fund Perspective - One pension fund, the Basic Pension Insurance Fund No. 1003, reported a slight decrease in holdings [2] Insurance Capital Direction - One insurance capital entity, Zhongrong Life Insurance Co., reported a 1.0% decrease in holdings [2] Foreign Investment Attitude - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.41% [2]

Core Insights - Sichuan Shuangma's stock increased by 5.09% to 22.51 CNY per share, with a trading volume of 206 million CNY and a turnover rate of 1.24%, resulting in a total market capitalization of 17.185 billion CNY [1] Company Overview - Sichuan Shuangma Co., Ltd. was established on October 20, 1998, and listed on August 24, 1999. The company is located in Chengdu, Sichuan Province, and operates primarily in the building materials industry and private equity fund investment management [1] - The revenue composition of Sichuan Shuangma includes: 33.36% from private equity fund management, 32.46% from cement, 23.08% from biomedicine, and 11.10% from aggregates [1] Fund Holdings - According to data, one fund under GF Fund has a significant holding in Sichuan Shuangma. The GF CSI Building Materials Index A Fund (004856) held 658,800 shares in the second quarter, accounting for 2.28% of the fund's net value, ranking as the tenth largest holding [2] - The GF CSI Building Materials Index A Fund was established on August 2, 2017, with a current size of 261 million CNY. Year-to-date returns are 5.32%, with a one-year return of 1.72%, and a cumulative loss of 5.93% since inception [2] Fund Manager Profile - The fund manager of GF CSI Building Materials Index A Fund is Lu Zhiming, who has a cumulative tenure of 14 years and 133 days. The total asset size under management is 24.629 billion CNY, with the best fund return during his tenure being 119.61% and the worst being -63.28% [3]

Group 1 - The article provides an overview of the performance of various funds, highlighting the top and bottom performers based on net asset value updates as of July 21, 2025 [3][4]. - The top 10 funds with the highest net value growth include several ETFs focused on construction materials, indicating a strong performance in this sector [3]. - The bottom 10 funds, such as the Morgan Stanley Hong Kong-Shanghai Select Mixed Fund C, show a decline in net value, suggesting challenges in their respective strategies [4]. Group 2 - The Shanghai Composite Index experienced a rebound, with a trading volume of 1.72 trillion, and a significant number of stocks advancing compared to those declining [6]. - The construction materials and engineering machinery sectors led the market with gains exceeding 4%, reflecting positive sentiment in these industries [6]. - The fund with the fastest net value growth is the Fortune China Securities All Index Construction Materials ETF, which aligns with the strong performance of the construction materials sector [6]. Group 3 - The top holdings of the leading construction materials fund include companies like Conch Cement and North New Materials, which have shown significant price increases [7]. - The fund's style is categorized as passive index tracking, specifically following the China Securities All Index Construction Materials Index, indicating a focus on the construction materials industry [7]. - In contrast, the pharmaceutical sector funds, such as the Morgan Stanley Hong Kong-Shanghai Select Mixed Fund, have underperformed, with significant declines in key holdings like BeiGene and Zai Lab [7].