永赢先进制造智选混合发起A（018124）基金经理为张璐。 截至发稿，张璐累计任职时间6年118天，现任基金资产总规模229.21亿元，任职期间最佳基金回报 105.15%， 任职期间最差基金回报-60.31%。 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 11月25日，斯莱克涨3.61%，截至发稿，报15.48元/股，成交2.94亿元，换手率2.95%，总市值100.37亿 元。斯莱克股价已经连续3天上涨，区间累计涨幅7.35%。 资料显示，苏州斯莱克精密设备股份有限公司位于江苏省苏州市吴中区胥口镇孙武路1028号，成立日期 2004年1月6日，上市日期2014年1月29日，公司主营业务涉及高速易拉盖、易拉罐等金属包装制品生产 设备的研发、设计、生产、装配调试,相关精密模具、智能检测设备、零备件的研发、加工制造等业 务。主营业务收入构成为：电池壳业务67.48%，易拉盖高速生产设备及系统改造11.43%，其他专用设 备及零备件8.87%，易拉罐高 ...

Core Viewpoint - Sileck's stock price has shown a significant increase of 40.32% year-to-date, with recent trading activity indicating a mixed sentiment among investors [2]. Group 1: Stock Performance - As of November 14, Sileck's stock price decreased by 2.02%, trading at 15.07 CNY per share, with a total market capitalization of 9.771 billion CNY [1]. - Year-to-date, Sileck's stock has risen by 40.32%, with a 0.94% increase over the last five trading days, 5.90% over the last 20 days, and 3.79% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Sileck reported a revenue of 1.630 billion CNY, representing a year-on-year growth of 50.85%, and a net profit attributable to shareholders of 14.6325 million CNY, up 195.39% year-on-year [3]. - Since its A-share listing, Sileck has distributed a total of 0.869 billion CNY in dividends, with 0.248 billion CNY distributed over the last three years [4]. Group 3: Shareholder and Institutional Holdings - As of September 30, 2025, Sileck had 24,200 shareholders, an increase of 24.79% from the previous period, with an average of 26,754 circulating shares per shareholder, down 19.87% [3]. - Among the top ten circulating shareholders, Yongying Advanced Manufacturing Smart Selection Mixed Fund A holds 30.8675 million shares, an increase of 1.8734 million shares from the previous period [4].

Core Viewpoint - Sileck's stock price has shown significant growth this year, with a 45.34% increase, and the company has reported strong revenue and profit growth in the first nine months of 2025 [2][3]. Group 1: Stock Performance - As of November 12, Sileck's stock price rose by 2.09% to 15.61 CNY per share, with a trading volume of 1.02 billion CNY and a market capitalization of 10.12 billion CNY [1]. - Year-to-date, Sileck's stock has increased by 45.34%, with a 2.36% rise in the last five trading days, 2.83% in the last 20 days, and 5.47% in the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Sileck achieved a revenue of 1.63 billion CNY, representing a year-on-year growth of 50.85%, and a net profit attributable to shareholders of 14.63 million CNY, up 195.39% [3]. - The company has distributed a total of 869 million CNY in dividends since its A-share listing, with 248 million CNY distributed in the last three years [4]. Group 3: Shareholder and Institutional Holdings - As of September 30, 2025, Sileck had 24,200 shareholders, an increase of 24.79% from the previous period, with an average of 26,754 circulating shares per shareholder, down 19.87% [3]. - Among the top ten circulating shareholders, Yongying Advanced Manufacturing Smart Selection Mixed Fund is the second largest, holding 30.87 million shares, an increase of 1.87 million shares from the previous period [4].

Core Viewpoint - Sileck's stock has shown a year-to-date increase of 31.28%, but has experienced a decline in the recent trading periods, indicating potential volatility in its stock performance [1][2]. Financial Performance - For the first half of 2025, Sileck achieved operating revenue of 920 million yuan, representing a year-on-year growth of 37.62%. However, the net profit attributable to shareholders was a loss of 20.27 million yuan, a significant decrease of 214.98% compared to the previous period [2]. - Since its A-share listing, Sileck has distributed a total of 869 million yuan in dividends, with 248 million yuan distributed over the last three years [3]. Shareholder Structure - As of June 30, 2025, Sileck had 19,400 shareholders, a decrease of 27.88% from the previous period. The average number of circulating shares per shareholder increased by 38.68% to 33,386 shares [2]. - The top ten circulating shareholders include notable funds such as Yongying Advanced Manufacturing Mixed Fund and Penghua Carbon Neutral Theme Mixed Fund, with significant increases in their holdings [3]. Market Activity - On October 24, Sileck's stock price rose by 2.10% to 14.10 yuan per share, with a trading volume of 22.27 million yuan and a turnover rate of 0.25%. The total market capitalization reached 9.142 billion yuan [1]. - The stock has been active on the trading leaderboard, with a net buy of 59.54 million yuan on February 6, indicating interest from institutional investors [1].

Core Viewpoint - Sileck's stock has shown volatility with a year-to-date increase of 33.33%, but recent trends indicate a decline over the past 5, 20, and 60 trading days, raising concerns about its short-term performance [1] Group 1: Company Overview - Sileck Precision Equipment Co., Ltd. was established on January 6, 2004, and went public on January 29, 2014. The company specializes in the research, design, production, and assembly of equipment for metal packaging products, including high-speed easy-open lids and cans [2] - The main revenue sources for Sileck include battery shell business (67.48%), high-speed production equipment for easy-open lids and system upgrades (11.43%), and other specialized equipment and spare parts (8.87%) [2] - As of June 30, 2025, Sileck reported a revenue of 920 million yuan, reflecting a year-on-year growth of 37.62%, while the net profit attributable to shareholders was -20.27 million yuan, a decrease of 214.98% compared to the previous year [2] Group 2: Financial Performance - Sileck has distributed a total of 869 million yuan in dividends since its A-share listing, with 248 million yuan distributed over the past three years [3] - As of June 30, 2025, the number of shareholders decreased by 27.88% to 19,400, while the average circulating shares per person increased by 38.68% to 33,386 shares [2][3] Group 3: Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include Yongying Advanced Manufacturing Mixed Fund, which holds 28.99 million shares, an increase of 15.99 million shares from the previous period [3] - Other notable shareholders include Penghua Carbon Neutral Theme Mixed Fund and Hong Kong Central Clearing Limited, which have also increased their holdings significantly [3]

Core Viewpoint - Sileck's stock price has shown a significant increase of 35.20% year-to-date, but has recently experienced declines over various trading periods, indicating potential volatility in the market [1][2]. Company Overview - Sileck Precision Equipment Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on January 6, 2004, with its IPO on January 29, 2014. The company specializes in the research, design, production, and assembly of equipment for metal packaging products, including high-speed easy-open lids and cans [2]. - The main revenue sources for Sileck include battery shell business (67.48%), high-speed production equipment for easy-open lids and system modifications (11.43%), and other specialized equipment and spare parts (8.87%) [2]. Financial Performance - For the first half of 2025, Sileck reported a revenue of 920 million yuan, representing a year-on-year growth of 37.62%. However, the net profit attributable to shareholders was a loss of 20.27 million yuan, a decrease of 214.98% compared to the previous period [2]. - Since its A-share listing, Sileck has distributed a total of 869 million yuan in dividends, with 248 million yuan distributed over the last three years [3]. Shareholder Information - As of June 30, 2025, Sileck had 19,400 shareholders, a decrease of 27.88% from the previous period. The average circulating shares per person increased by 38.68% to 33,386 shares [2]. - The top ten circulating shareholders include notable funds such as Yongying Advanced Manufacturing Mixed Fund and Penghua Carbon Neutral Theme Mixed Fund, with significant increases in their holdings [3].

Company Overview - Suzhou Sileck Precision Equipment Co., Ltd. was established on January 6, 2004, and went public on January 29, 2014. The company specializes in the research, design, production, and assembly of equipment for metal packaging products, including high-speed easy-open lids and cans [2] - The main business revenue composition includes: battery shell business 67.48%, high-speed production equipment for easy-open lids and system modifications 11.43%, other specialized equipment and spare parts 8.87%, high-speed production equipment for cans and system modifications 7.59%, photovoltaic power generation and others 3.04%, and intelligent detection equipment 1.58% [2] Financial Performance - For the first half of 2025, Sileck achieved operating revenue of 920 million yuan, representing a year-on-year growth of 37.62%. However, the net profit attributable to the parent company was -20.27 million yuan, a decrease of 214.98% year-on-year [2] - Since its A-share listing, Sileck has distributed a total of 869 million yuan in dividends, with 248 million yuan distributed in the last three years [3] Stock Market Activity - As of September 17, Sileck's stock price increased by 2.02%, reaching 18.15 yuan per share, with a trading volume of 381 million yuan and a turnover rate of 3.29%. The total market capitalization is 11.768 billion yuan [1] - Year-to-date, Sileck's stock price has risen by 68.99%, with a 7.21% increase over the last five trading days, 19.33% over the last 20 days, and 16.12% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on February 6, where it recorded a net purchase of 59.54 million yuan [1] Shareholder Information - As of June 30, 2025, Sileck had 19,400 shareholders, a decrease of 27.88% from the previous period, with an average of 33,386 circulating shares per shareholder, an increase of 38.68% [2] - The top ten circulating shareholders include notable funds such as Yongying Advanced Manufacturing Mixed Fund and Penghua Carbon Neutral Theme Mixed Fund, with significant increases in their holdings [3]

从基金十大重仓股角度 数据显示，鑫元基金旗下1只基金重仓斯莱克。鑫元成长驱动股票发起式A（017726）二季度持有股数 3.14万股，占基金净值比例为4.76%，位居第四大重仓股。根据测算，今日浮盈赚取约2.61万元。 鑫元成长驱动股票发起式A（017726）成立日期2023年4月27日，最新规模865.59万。今年以来收益 23.97%，同类排名2100/4222；近一年收益49.98%，同类排名2083/3804；成立以来亏损1.33%。 9月16日，斯莱克涨5.29%，截至发稿，报16.51元/股，成交4.36亿元，换手率4.15%，总市值107.05亿 元。 资料显示，苏州斯莱克精密设备股份有限公司位于江苏省苏州市吴中区胥口镇孙武路1028号，成立日期 2004年1月6日，上市日期2014年1月29日，公司主营业务涉及高速易拉盖、易拉罐等金属包装制品生产 设备的研发、设计、生产、装配调试,相关精密模具、智能检测设备、零备件的研发、加工制造等业 务。主营业务收入构成为：电池壳业务67.48%，易拉盖高速生产设备及系统改造11.43%，其他专用设 备及零备件8.87%，易拉罐高速生产设备及系统改造7.59 ...

Group 1 - The stock of Suzhou Sileck Precision Equipment Co., Ltd. increased by 5.29% on September 16, reaching a price of 16.51 CNY per share, with a trading volume of 436 million CNY and a turnover rate of 4.14%, resulting in a total market capitalization of 10.705 billion CNY [1] - The company, established on January 6, 2004, and listed on January 29, 2014, specializes in the research, design, production, assembly, and debugging of equipment for metal packaging products, including high-speed easy-open lids and cans [1] - The main business revenue composition includes: battery shell business 67.48%, high-speed production equipment and system transformation for easy-open lids 11.43%, other specialized equipment and spare parts 8.87%, high-speed production equipment and system transformation for cans 7.59%, photovoltaic power generation and others 3.04%, and intelligent detection equipment 1.58% [1] Group 2 - Yongying Fund's advanced manufacturing mixed fund (018124) is among the top ten circulating shareholders of Sileck, having increased its holdings by 15.9884 million shares in the second quarter, totaling 28.9941 million shares, which accounts for 4.47% of the circulating shares [2] - The fund has achieved a return of 84.07% this year, ranking 133 out of 8174 in its category, and a return of 222.09% over the past year, ranking 14 out of 7982 [2]

Group 1 - The stock of Sileck fell by 5.18% to 16.48 CNY per share, with a trading volume of 377 million CNY and a turnover rate of 3.44%, resulting in a total market capitalization of 10.686 billion CNY [1] - Sileck Precision Equipment Co., Ltd. specializes in the research, design, production, and assembly of equipment for metal packaging products, including high-speed easy-open lids and cans, with its main business revenue composition being 67.48% from battery shell business, 11.43% from high-speed production equipment for easy-open lids, and 7.59% from high-speed production equipment for cans [1] Group 2 - Xinyuan Fund holds a significant position in Sileck, with its Xinyuan Growth-Driven Stock Initiation A Fund (017726) owning 31,400 shares, accounting for 4.76% of the fund's net value, making it the fourth-largest holding [2] - The Xinyuan Growth-Driven Stock Initiation A Fund was established on April 27, 2023, with a latest scale of 8.6559 million CNY, achieving a year-to-date return of 24.64% and a one-year return of 53.02% [2]