汇丰晋信价值先锋股票A（004350）基金经理为吴培文。 截至发稿，吴培文累计任职时间10年56天，现任基金资产总规模9.92亿元，任职期间最佳基金回报 176.78%， 任职期间最差基金回报6.63%。 资料显示，青岛特锐德电气股份有限公司位于山东省青岛市崂山区松岭路336号，成立日期2004年3月16 日，上市日期2009年10月30日，公司主营业务涉及以户外箱式电力设备为主、户内开关柜为辅的成套变 配电产品,致力于研发、设计、生产制造220kV及以下的变配电一二次产品。主营业务收入构成为：智能 制造+集成服务70.57%，电动汽车充电网29.43%。 从基金十大重仓股角度 数据显示，汇丰晋信基金旗下1只基金重仓特锐德。汇丰晋信价值先锋股票A（004350）三季度持有股 数18.35万股，占基金净值比例为3%，位居第四大重仓股。根据测算，今日浮亏损失约25.51万元。连续 3天下跌期间浮亏损失32.3万元。 汇丰晋信价值先锋股票A（004350）成立日期2018年11月14日，最新规模1.25亿。今年以来收益 27.64%，同类排名1646/4208；近一年收益24.79%，同类排名1501/3972；成 ...

Core Viewpoint - The stock of Teriade experienced a decline of 2.01% on November 11, with a trading price of 29.27 yuan per share and a total market capitalization of 30.896 billion yuan. The company has seen a year-to-date stock price increase of 34.26% [1] Financial Performance - For the period from January to September 2025, Teriade reported a revenue of 9.834 billion yuan, a year-on-year decrease of 6.25%. However, the net profit attributable to shareholders increased by 53.55% to 686 million yuan [2] - Cumulatively, Teriade has distributed 684 million yuan in dividends since its A-share listing, with 314 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, Teriade had 58,500 shareholders, an increase of 24.56% from the previous period. The average number of circulating shares per shareholder decreased by 19.37% to 17,643 shares [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 46.5151 million shares, an increase of 17.0536 million shares from the previous period [3]

Core Viewpoint - The stock of Teriade has shown significant growth this year, with a 41.78% increase, and the company is actively involved in the power equipment sector, focusing on smart manufacturing and electric vehicle charging networks [1][2]. Financial Performance - For the period from January to September 2025, Teriade reported a revenue of 9.834 billion yuan, a year-on-year decrease of 6.25%, while the net profit attributable to shareholders was 686 million yuan, reflecting a year-on-year increase of 53.55% [2]. - Cumulative cash dividends since the A-share listing amount to 684 million yuan, with 314 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 7, Teriade's stock price reached 30.91 yuan per share, with a market capitalization of 32.627 billion yuan. The stock has seen a trading volume of 1.053 billion yuan and a turnover rate of 3.36% [1]. - The stock has experienced a net inflow of 5.2852 million yuan from main funds, with significant buying and selling activities recorded [1]. Shareholder Structure - As of September 30, 2025, Teriade had 58,500 shareholders, an increase of 24.56% from the previous period. The average number of circulating shares per shareholder decreased by 19.37% to 17,643 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 46.5151 million shares, an increase of 17.0536 million shares from the previous period [3].

Group 1 - The core point of the news is that Qingdao Terui De Electric Co., Ltd. has seen a stock price increase of 5.13%, reaching 30.32 CNY per share, with a trading volume of 1.714 billion CNY and a turnover rate of 5.71%, resulting in a total market capitalization of 32.004 billion CNY [1] - The company, established on March 16, 2004, and listed on October 30, 2009, specializes in outdoor box-type electrical equipment and indoor switchgear, focusing on the research, design, and manufacturing of power distribution products rated at 220kV and below [1] - The revenue composition of the company is 70.57% from smart manufacturing and integrated services, and 29.43% from electric vehicle charging networks [1] Group 2 - From the perspective of major fund holdings, Huibaichuan Fund has one fund heavily invested in Terui De, specifically the Huibaichuan Yuanhang Mixed A Fund (021663), which held 43,200 shares in the third quarter, accounting for 1.53% of the fund's net value, ranking as the tenth largest holding [2] - The Huibaichuan Yuanhang Mixed A Fund was established on August 14, 2024, with a latest scale of 27.0212 million CNY, achieving a year-to-date return of 21.81% and a one-year return of 23.44%, ranking 3,411 out of 8,043 in its category [2] - The fund managers, Wu Yubin and Liu Xinyu, have both served for 1 year and 84 days, with the fund's total asset scale at 76.6545 million CNY, achieving a best return of 43.29% during their tenure [3]

Core Viewpoint - Teruid is a leading enterprise in the domestic charging pile operation and power equipment sector, with significant technological and market share advantages, making it highly valuable for investment [1] Group 1: Business Performance - In Q3 2025, Teruid achieved a revenue of 9.834 billion, ranking 4th among 29 companies in the industry, with the top company, Tebian Electric Apparatus, generating 72.918 billion [2] - The main business composition includes intelligent manufacturing and integrated services at 4.415 billion, accounting for 70.57%, and electric vehicle charging networks at 1.841 billion, accounting for 29.43% [2] - The net profit for the same period was 690 million, ranking 5th in the industry, with the top company achieving 5.735 billion [2] Group 2: Financial Ratios - As of Q3 2025, Teruid's debt-to-asset ratio was 64.45%, down from 67.12% year-on-year but still above the industry average of 50.78% [3] - The gross profit margin for the same period was 26.41%, significantly up from 20.52% year-on-year and higher than the industry average of 22.99% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 24.56% to 58,500, while the average number of circulating A-shares held per shareholder decreased by 19.37% to 17,600 [5] - The top circulating shareholders include Hong Kong Central Clearing Limited and E Fund's ChiNext ETF, with notable changes in their holdings [5] Group 4: Future Outlook - Huatai Securities indicates that Teruid is expected to benefit from increased charging service fees and overseas expansion in power equipment, with projected net profits of 1.211 billion, 1.594 billion, and 2.286 billion for 2025-2027 [6] - Western Securities highlights the dual-driven business model of power equipment and charging networks, with significant growth in overseas contracts and profitability [6]

Core Viewpoint - The stock of Teriade experienced a decline of 2.08% on October 30, 2023, with a trading volume of 1.294 billion yuan and a market capitalization of 30.748 billion yuan [1] Group 1: Stock Performance - Teriade's stock price increased by 33.62% year-to-date, with a 5-day increase of 8.33%, a 20-day increase of 2.39%, and a 60-day increase of 26.43% [1] - As of September 30, 2023, Teriade had 58,500 shareholders, an increase of 24.56% from the previous period [2] Group 2: Financial Performance - For the period from January to September 2023, Teriade reported a revenue of 9.834 billion yuan, a year-on-year decrease of 6.25%, while the net profit attributable to shareholders was 686 million yuan, reflecting a year-on-year increase of 53.55% [2] - Teriade has distributed a total of 684 million yuan in dividends since its A-share listing, with 314 million yuan distributed in the last three years [3] Group 3: Shareholding Structure - As of September 30, 2023, the second-largest shareholder of Teriade was Hong Kong Central Clearing Limited, holding 46.5151 million shares, an increase of 17.0536 million shares from the previous period [3] - The third-largest shareholder was E Fund's ChiNext ETF, holding 15.3008 million shares, a decrease of 2.546 million shares from the previous period [3]

Core Viewpoint - The stock of Qingdao Terui De Electric Co., Ltd. has seen a 5.21% increase, reaching 29.48 CNY per share, with a trading volume of 1.245 billion CNY and a market capitalization of 31.117 billion CNY as of October 29 [1]. Company Overview - Qingdao Terui De Electric Co., Ltd. was established on March 16, 2004, and listed on October 30, 2009. The company specializes in the research, design, production, and manufacturing of complete power distribution products, primarily focusing on outdoor box-type electrical equipment and indoor switchgear for voltage levels of 220kV and below [1]. - The revenue composition of the company is as follows: 70.57% from smart manufacturing and integrated services, and 29.43% from electric vehicle charging networks [1]. Fund Holdings - According to data, one fund under Huaxia Fund has a significant holding in Terui De. The Huaxia CSI Electric Grid Equipment Theme ETF (159326) increased its holdings by 45,900 shares in the third quarter, bringing the total to 105,200 shares, which accounts for 2.29% of the fund's net value, ranking it as the ninth largest holding [2]. - The Huaxia CSI Electric Grid Equipment Theme ETF (159326) was established on August 29, 2024, with a current size of 1.25 billion CNY. Year-to-date, it has achieved a return of 24.83%, ranking 2271 out of 4216 in its category; over the past year, it has returned 18.8%, ranking 2548 out of 3877; and since inception, it has returned 38.64% [2]. Fund Manager Information - The fund manager of the Huaxia CSI Electric Grid Equipment Theme ETF (159326) is Shan Kuan Zhi. As of the latest update, he has been in the position for 1 year and 141 days, managing total assets of 9.327 billion CNY. During his tenure, the best fund return was 76.9%, while the worst was -6.09% [3].

Core Insights - On October 16, Tereader's stock rose by 6.01%, with a trading volume of 4.195 billion yuan [1] - The company recorded a net financing purchase of 1.57 billion yuan on the same day, with a total financing and securities balance of 16.57 billion yuan [1] Financing Overview - On October 16, Tereader had a financing purchase of 6.53 billion yuan, with a financing balance of 16.43 billion yuan, representing 5.24% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of financing activity [1] Securities Lending Overview - On October 16, Tereader repaid 1,400 shares in securities lending and sold 260,000 shares, amounting to 7.8011 million yuan based on the closing price [1] - The remaining securities lending balance was 137.561 million yuan, also above the 90th percentile of the past year [1] Company Profile - Tereader Electric Co., Ltd. is located in Laoshan District, Qingdao, Shandong Province, established on March 16, 2004, and listed on October 30, 2009 [1] - The company specializes in outdoor box-type electrical equipment and indoor switchgear, focusing on the research, design, and manufacturing of power distribution products up to 220kV [1] - The revenue composition includes 70.57% from smart manufacturing and integrated services, and 29.43% from electric vehicle charging networks [1] Shareholder and Financial Performance - As of June 30, Tereader had 46,900 shareholders, a decrease of 9.45% from the previous period, with an average of 21,882 circulating shares per shareholder, an increase of 10.35% [2] - For the first half of 2025, Tereader reported revenue of 6.256 billion yuan, a year-on-year decrease of 1.21%, while net profit attributable to shareholders increased by 69.32% to 327 million yuan [2] - The company has distributed a total of 684 million yuan in dividends since its A-share listing, with 314 million yuan in the last three years [2] Institutional Holdings - As of June 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 29.4614 million shares, an increase of 7.3175 million shares from the previous period [2] - The third-largest shareholder is E Fund's ChiNext ETF, holding 17.8468 million shares, a decrease of 479,400 shares [2] - Southern CSI 500 ETF is the sixth-largest shareholder with 10.9954 million shares, an increase of 1.4144 million shares [2]

Core Viewpoint - The stock of Teriade experienced a decline of 2.00% on September 25, 2023, with a trading volume of 1.042 billion yuan and a market capitalization of 29.428 billion yuan [1] Financial Performance - For the first half of 2025, Teriade reported a revenue of 6.256 billion yuan, a year-on-year decrease of 1.21%, while the net profit attributable to shareholders increased by 69.32% to 327 million yuan [2] - Cumulatively, Teriade has distributed a total of 684 million yuan in dividends since its A-share listing, with 314 million yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, Teriade had 46,900 shareholders, a decrease of 9.45% from the previous period, with an average of 21,882 circulating shares per shareholder, an increase of 10.35% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 29.4614 million shares, an increase of 7.3175 million shares from the previous period [3] - The third-largest circulating shareholder is E Fund's ChiNext ETF, holding 17.8468 million shares, a decrease of 479,400 shares from the previous period [3] Stock Performance - Teriade's stock price has increased by 27.88% year-to-date, with a 15.97% increase over the last five trading days, a 15.30% increase over the last 20 days, and a 17.93% increase over the last 60 days [1] Business Overview - Teriade, established on March 16, 2004, and listed on October 30, 2009, is based in Qingdao, Shandong Province, focusing on outdoor box-type electrical equipment and indoor switchgear, primarily manufacturing power distribution products for voltages up to 220kV [1] - The company's revenue composition includes 70.57% from smart manufacturing and integrated services, and 29.43% from electric vehicle charging networks [1] - Teriade operates within the power equipment industry, specifically in the sub-sector of power transmission and transformation equipment, and is involved in concepts such as wireless charging, smart grids, power IoT, wind energy, and virtual power plants [1]

Core Insights - On September 17, 2023, Teradyne's stock increased by 0.37% with a trading volume of 537 million yuan, indicating a stable market performance [1] - As of June 30, 2025, Teradyne reported a revenue of 6.256 billion yuan, a slight decrease of 1.21% year-on-year, while net profit increased by 69.32% to 327 million yuan [2] Financing and Trading Activity - On September 17, 2023, Teradyne had a financing buy-in amount of 71.96 million yuan and a net financing outflow of 14.12 million yuan, with a total financing balance of 1.369 billion yuan [1] - The financing balance represents 5.32% of the circulating market value, indicating a high level of financing activity compared to the past year [1] - In terms of securities lending, Teradyne repaid 70,800 shares and sold 5,900 shares on the same day, with a remaining securities lending balance of 2.79 million yuan, which is low compared to the past year [1] Shareholder and Institutional Holdings - As of June 30, 2025, Teradyne had 46,900 shareholders, a decrease of 9.45%, while the average number of circulating shares per shareholder increased by 10.35% to 21,882 shares [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 29.4614 million shares, an increase of 7.3175 million shares from the previous period [2] - The third-largest shareholder, E Fund's ChiNext ETF, reduced its holdings by 479,400 shares to 17.8468 million shares [2]