10月17日，吉鑫科技跌5.14%，截至发稿，报5.54元/股，成交2.33亿元，换手率4.25%，总市值53.68亿 元。 资料显示，江苏吉鑫风能科技股份有限公司位于江苏省江阴市云亭街道工业园区那巷路8号，成立日期 2003年12月19日，上市日期2011年5月6日，公司主营业务涉及从事大型风力发电机组零部件的研发、生 产及销售。主营业务收入构成为：轮毂、底座等主产品82.16%，风力发电17.17%，其他(补充)0.66%。 从基金十大重仓股角度 新华积极价值灵活配置混合A（001681）基金经理为林翟。 截至发稿，林翟累计任职时间5年283天，现任基金资产总规模1.31亿元，任职期间最佳基金回报 12.98%， 任职期间最差基金回报-5.55%。 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只基金重仓吉鑫科技。新华积极价值灵活配置混合A（001681）二季度持有 股数31.37万股，占基金净值比例为2.05%，位居第一 ...

Core Points - Changqing Group's stock price dropped by 5.07% to 6.18 CNY per share, with a trading volume of 66.67 million CNY and a turnover rate of 2.16%, resulting in a total market capitalization of 4.716 billion CNY [1] - The company, founded on August 6, 1993, and listed on September 20, 2011, operates in three main business segments: biomass cogeneration, waste-to-energy, and centralized coal heating for industrial parks [1] - The revenue composition of Changqing Group is as follows: electricity accounts for 58.48%, heating for 39.27%, and other sources for 2.25% [1] Fund Holdings - Xinhua Fund has a significant holding in Changqing Group, with its "Xinhua Active Value Flexible Allocation Mixed A" fund (001681) holding 208,700 shares, representing 1.97% of the fund's net value, making it the second-largest holding [2] - The fund has experienced a floating loss of approximately 68,900 CNY today [2] - The fund was established on December 21, 2015, with a current size of 57.48 million CNY, and has achieved a year-to-date return of 5.9%, ranking 6452 out of 8161 in its category [2] - Over the past year, the fund has returned 11.37%, ranking 5221 out of 8015, and since inception, it has returned 38.66% [2] - The fund manager, Lin Zhai, has been in the position for 5 years and 281 days, with the fund's total assets currently at 131 million CNY [2]

Core Viewpoint - Dazhong Mining's stock increased by 5.51% on September 19, reaching a price of 12.25 CNY per share, with a trading volume of 1.04 billion CNY and a turnover rate of 0.68%, resulting in a total market capitalization of 18.473 billion CNY [1] Company Overview - Dazhong Mining Co., Ltd. is located at 55 Huanghe Street, Baotou City, Inner Mongolia, established on October 29, 1999, and listed on May 10, 2021 [1] - The company's main business includes iron ore mining, production and sales of iron concentrate and pellets, as well as processing and sales of manufactured sand and gravel [1] - Revenue composition: iron concentrate 71.07%, pellets 20.48%, sulfuric acid 4.58%, sand and gravel 2.73%, others 0.81%, zinc concentrate 0.32%, lithium ore 0.02% [1] Fund Holdings - Xinhua Fund has a significant holding in Dazhong Mining, with the Xinhua Active Value Flexible Allocation Mixed A Fund (001681) holding 127,100 shares, accounting for 1.91% of the fund's net value, ranking as the tenth largest holding [2] - The fund has generated an estimated floating profit of approximately 81,300 CNY today [2] - The Xinhua Active Value Flexible Allocation Mixed A Fund was established on December 21, 2015, with a latest scale of 57.4815 million CNY, yielding 7.36% year-to-date, ranking 6178 out of 8172 in its category; over the past year, it achieved a return of 32.45%, ranking 4925 out of 7980; since inception, it has returned 40.58% [2]

Company Overview - Runbang Co., Ltd. is located in Nantong Economic and Technological Development Zone, Jiangsu Province, and was established on September 25, 2003, with its listing date on September 29, 2010 [1] - The company primarily engages in high-end equipment business, including material handling equipment, offshore wind power equipment, and ship supporting equipment, as well as environmental protection services such as hazardous waste treatment and sludge disposal [1] - The revenue composition of the main business includes: 72.67% from material handling equipment, 12.76% from marine engineering and supporting equipment, 10.56% from environmental protection services, 2.01% from ship and supporting equipment, 1.30% from other businesses, and 0.70% from general equipment manufacturing [1] Stock Performance - On September 18, Runbang's stock increased by 5.09%, reaching a price of 7.02 CNY per share, with a trading volume of 1.23 billion CNY and a turnover rate of 2.04%, resulting in a total market capitalization of 62.23 billion CNY [1] Fund Holdings - Xinhua Fund holds a significant position in Runbang, with its Xinhua Active Value Flexible Allocation Mixed A Fund (001681) owning 193,300 shares, accounting for 1.92% of the fund's net value, making it the seventh largest holding [2] - The fund has achieved a year-to-date return of 8.77%, ranking 6078 out of 8172 in its category, and a one-year return of 35.28%, ranking 4831 out of 7980 [2] Fund Manager Information - The fund manager of Xinhua Active Value Flexible Allocation Mixed A Fund is Lin Zhai, who has been in the position for 5 years and 254 days, managing a total asset size of 181 million CNY [3] - During Lin Zhai's tenure, the best fund return was 14.33%, while the worst return was -5.55% [3]

Core Viewpoint - Dazhong Mining (001203.SZ) reported its 2025 semi-annual results, indicating a significant presence of institutional investors holding 48.31% of its total shares, although this represents a decline from the previous quarter [1] Institutional Holdings - As of August 20, 2025, six institutional investors disclosed holdings in Dazhong Mining, totaling 729 million shares [1] - The institutional investors include Zhongxing Group Co., Ltd., Hong Kong Central Clearing Limited, Beijing Peili Education Development Center, Zhuhai Echo Asset Management Co., Ltd. - Echo No. 1 Private Fund, Hongta Securities Co., Ltd., and Xinhua Active Value Flexible Allocation Mixed A [1] - The total institutional holding percentage decreased by 2.59 percentage points compared to the previous quarter [1] Public Fund Activity - One new public fund disclosed its holdings this period, which is Xinhua Active Value Flexible Allocation Mixed A [1] - Two public funds that were previously disclosed have not reported this quarter, namely Southern CSI 500 ETF and Shangyin CSI 500 Index Enhanced A [1] Foreign Investment - One new foreign institution disclosed its holdings this period, which is Hong Kong Central Clearing Limited [1]

Group 1 - Bailong Oriental (601339.SH) released its 2024 annual report on April 16, 2025, indicating that as of April 15, 2025, 71 institutional investors disclosed holding shares, totaling 777 million shares, which accounts for 51.83% of the total share capital [1] - The top ten institutional investors collectively hold 51.66% of the shares, with a decrease of 2.96 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Huatai-PB SSE Dividend ETF, increased its holdings by 0.85% compared to the previous period [2] - Three public funds reduced their holdings, including Xingquan Business Model Mixed (LOF) A, Xingquan New Vision Regular Open Mixed, and Pengyang Jingze One-Year Holding Mixed A, with a total reduction of 2.20% [2] - A total of 63 new public funds were disclosed this period, including Huabai S&P China A-Share Dividend Opportunity ETF and Guotai Junan Blue Chip Value Mixed [2]