8月28日，奥雅股份跌5.03%，截至发稿，报40.19元/股，成交7282.07万元，换手率5.10%，总市值24.25 亿元。 资料显示，深圳奥雅设计股份有限公司位于广东省深圳市南山区招商街道水湾社区太子路5号新时代广 场(二期)1号楼1901-1905，成立日期2001年12月14日，上市日期2021年2月26日，公司主营业务涉及景观 设计及以创意设计为主导的EPC总承包业务。主营业务收入构成为：综合文旅50.01%，景观设计 42.62%，其他7.37%。 截至发稿，王永明累计任职时间8年195天，现任基金资产总规模2.66亿元，任职期间最佳基金回报 42.69%， 任职期间最差基金回报-16.47%。 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，新华基金旗下1只基金重仓奥雅股份。新华中小市值优选混合（519097）二季度持有股数 1.11万股，占基金净值比例为0.86%，位居第二大重仓股。根据测算，今日浮亏损失约2.36万元。 ...

Group 1 - Small-cap stocks have shown significant performance since the second quarter, with indices like the CSI 1000 and CSI 2000 outperforming larger indices such as the CSI 300 [1][2] - From June 20 to August 7, the CSI 1000 index increased by 14.38%, while the CSI 2000 index rose by 15.70%, indicating a strong rebound in small-cap stocks [1] - Equity funds have increased their allocation to small-cap stocks by 1.5% by the end of the second quarter, with small-cap funds seeing a net value increase of 4.19% [1] Group 2 - Small-cap equity assets remain attractive due to declining risk-free rates and a favorable valuation premium compared to the CSI 300 index [2] - There is a significant cognitive bias between the growth potential of many small-cap companies and their current market pricing, suggesting room for value appreciation [2] - The current market liquidity environment supports valuation recovery for small-cap equities, with expectations for further upward adjustments as risk-free rates decline [2] Group 3 - The "specialized, refined, distinctive, and innovative" direction is highlighted as a key area for investment, focusing on sectors like automotive, home appliances, mining, innovative pharmaceuticals, electronics, and AI [3][4] - The emergence of a "engineer dividend" is expected to enhance the global competitiveness of Chinese companies, with a focus on those that can benefit from this trend [3] - The fund managers emphasize the importance of identifying companies with long-term competitive advantages in high-end manufacturing and core components, aligning with China's economic transformation [4]

Group 1 - Action Education (605098.SH) reported its 2024 annual report on April 15, 2025, with 101 institutional investors holding a total of 45.6261 million shares, representing 38.26% of the total share capital [1] - The top ten institutional investors collectively hold 35.89% of the shares, with a decrease of 1.99 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two funds increased their holdings, while five funds decreased their holdings, with a reduction rate of 0.11% [2] - A total of 87 new public funds were disclosed this period, including several notable funds [2] - One social security fund was not disclosed this period, specifically the China International Capital Corporation - Social Security Fund 2008 Portfolio [2] Group 3 - In the insurance sector, one insurance fund increased its holdings, while one new insurance investor was disclosed this period [2]