12月23日，双杰电气涨5.03%，截至发稿，报10.44元/股，成交6.62亿元，换手率10.45%，总市值83.38 亿元。 截至发稿，黎海威累计任职时间12年59天，现任基金资产总规模80.81亿元，任职期间最佳基金回报 208.22%， 任职期间最差基金回报-6.36%。 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。 资料显示，北京双杰电气股份有限公司位于北京市海淀区东北旺西路8号院40号楼(A区1号楼)，成立日 期2002年12月13日，上市日期2015年4月23日，公司主营业务涉及从事电力领域"源、网、荷、储"的研 发、生产、销售及运营。主营业务收入构成为：新能源建设开发49.10%，智能电气设备27.29%，变压 器及箱式变电站12.74%，新能源智能装备10.44%，其他(补充)0.43%。 责任编辑：小浪快报 景顺长城创业板综指增强A（008072）成立日期2020年5月25日，最新规模4.4亿。今年以来收益 52.22%，同类排名488/4197；近 ...

Core Viewpoint - The stock of Beijing Shuangjie Electric Co., Ltd. has seen a 5.4% increase, reaching 11.33 CNY per share, with a trading volume of 981 million CNY and a turnover rate of 15.12%, resulting in a total market capitalization of 9.048 billion CNY [1] Company Overview - Beijing Shuangjie Electric Co., Ltd. was established on December 13, 2002, and went public on April 23, 2015. The company is located in Haidian District, Beijing, and its main business involves research, development, production, sales, and operation in the power sector, covering "source, grid, load, and storage" [1] - The revenue composition of the company is as follows: 49.10% from new energy construction and development, 27.29% from smart electrical equipment, 12.74% from transformers and box-type substations, 10.44% from new energy intelligent equipment, and 0.43% from other sources [1] Fund Holdings - In terms of fund holdings, one fund under Invesco Great Wall has a significant position in Shuangjie Electric. The Invesco Great Wall ChiNext Index Enhanced A Fund (008072) held 1.0614 million shares in the third quarter, accounting for 0.8% of the fund's net value, making it the ninth largest holding [2] - The Invesco Great Wall ChiNext Index Enhanced A Fund was established on May 25, 2020, with a current scale of 440 million CNY. Year-to-date, it has achieved a return of 50.64%, ranking 481 out of 4212 in its category. Over the past year, it has returned 47.96%, ranking 455 out of 3956, and since inception, it has returned 114.28% [2] - The fund manager, Li Haiwei, has been in the position for 12 years and 24 days, managing assets totaling 8.207 billion CNY. During his tenure, the best fund return was 208.33%, while the worst was -6.36% [2]

Group 1 - The core point of the news is that Shuangjie Electric's stock price increased by 5.1%, reaching 10.92 CNY per share, with a trading volume of 1.146 billion CNY and a turnover rate of 17.37%, resulting in a total market capitalization of 8.721 billion CNY [1] - Shuangjie Electric, established on December 13, 2002, and listed on April 23, 2015, is primarily engaged in the research, production, sales, and operation in the power sector, covering "source, network, load, and storage" [1] - The company's main business revenue composition includes: 49.10% from new energy construction and development, 27.29% from smart electrical equipment, 12.74% from transformers and box-type substations, 10.44% from new energy intelligent equipment, and 0.43% from other sources [1] Group 2 - From the perspective of fund holdings, one fund under Invesco Great Wall has a significant position in Shuangjie Electric, with 1.0614 million shares held, accounting for 0.8% of the fund's net value, making it the ninth largest holding [2] - The Invesco Great Wall Growth Index Enhanced A fund (008072) has a total scale of 440 million CNY and has achieved a return of 50.73% this year, ranking 494 out of 4216 in its category [2] - The fund manager, Li Haiwei, has a tenure of 12 years and 19 days, with a total asset scale of 8.207 billion CNY, achieving the best fund return of 209.27% during his tenure [2]

Group 1 - The core viewpoint of the news is that Shuangjie Electric experienced a stock price increase of 6.34%, reaching 10.56 CNY per share, with a trading volume of 1.134 billion CNY and a turnover rate of 18.07%, resulting in a total market capitalization of 8.433 billion CNY [1] - Shuangjie Electric, established on December 13, 2002, and listed on April 23, 2015, is primarily engaged in the research, development, production, sales, and operation in the power sector, covering "source, network, load, and storage" [1] - The company's main business revenue composition includes: 49.10% from new energy construction and development, 27.29% from smart electrical equipment, 12.74% from transformers and box-type substations, 10.44% from new energy intelligent equipment, and 0.43% from other sources [1] Group 2 - From the perspective of major fund holdings, Invesco Great Wall Fund has a significant position in Shuangjie Electric, with the Invesco Great Wall ChiNext Index Enhanced A Fund holding 1.0614 million shares, accounting for 0.8% of the fund's net value, ranking as the ninth largest holding [2] - The Invesco Great Wall ChiNext Index Enhanced A Fund, established on May 25, 2020, has a latest scale of 440 million CNY, with a year-to-date return of 52.63%, ranking 518 out of 4217 in its category, and a one-year return of 45.86%, ranking 449 out of 3918 [2] - The fund manager, Li Haiwei, has a tenure of 12 years and 16 days, with the fund's total asset size at 8.207 billion CNY, achieving a best return of 211.04% and a worst return of -6.36% during his management period [2]

Core Insights - Tianyi Ma (301178.SZ) released its Q3 2025 report on October 29, 2025, indicating a total of 3 institutional investors holding shares, amounting to 3.1482 million shares, which represents 4.71% of the total share capital [1] - The institutional holding ratio decreased by 5.91 percentage points compared to the previous quarter [1] Institutional Investors - The institutional investors include Nanjing Youzhi Investment Management Partnership (Limited Partnership), Nanjing Lesui Information Consulting Management Partnership (Limited Partnership), and Guangdong Tianyi Ma Information Industry Co., Ltd. - 2023 Employee Stock Ownership Plan [1] - The total institutional holding ratio stands at 4.71% [1] Public Funds - In this period, 12 public funds were not disclosed compared to the previous quarter, including notable funds such as Fidelity Renyuan Steady Three-Month Holding Mixed (FOF) A, Fidelity Low-Carbon Growth Mixed A, and others [1]

Core Viewpoint - Capstone Bio (300639.SZ) reported its Q3 2025 results, highlighting a significant institutional investment presence with 43.69% of total shares held by six institutional investors as of October 28, 2025 [1] Institutional Holdings - A total of 6 institutional investors disclosed holdings in Capstone Bio, amounting to 282 million shares, which represents 43.69% of the company's total equity [1] - The institutional holding percentage increased by 0.13 percentage points compared to the previous quarter [1] Public Fund Holdings - One public fund, the Medical Device ETF, increased its holdings during this period, with an increase percentage of 0.21% [1] - A total of 46 public funds did not disclose their holdings in this quarter, including notable funds such as Guojin Quantitative Multi-Factor A, E Fund CSI Wande Biotechnology Index (LOF) A, and others [1]

Core Viewpoint - Qingsong Co., Ltd. (300132.SZ) reported its Q3 2025 financial results, highlighting an increase in institutional investor holdings and the presence of various public funds [1] Institutional Holdings - As of October 28, 2025, four institutional investors disclosed holdings in Qingsong Co., Ltd., totaling 87.2655 million shares, which represents 16.89% of the company's total share capital [1] - The institutional holding percentage increased by 0.67 percentage points compared to the previous quarter [1] Public Fund Participation - In this reporting period, 19 public funds were disclosed, which were not reported in the previous quarter [1] - Notable public funds include Xinhua Preferred Consumer Mixed Fund, Ping An Industry Pioneer Mixed Fund, and others [1]

Core Viewpoint - The report indicates a slight decline in institutional ownership of Shuangjie Electric, with a total of 38.27 million shares held by three institutional investors, representing 4.79% of the total share capital, down by 0.04 percentage points from the previous quarter [1] Institutional Investors - As of October 28, 2025, three institutional investors disclosed their holdings in Shuangjie Electric, totaling 38.27 million shares, which is 4.79% of the company's total share capital [1] - The institutional investors include Zhejiang Junhong Asset Management Co., Ltd., Hong Kong Central Clearing Limited, and Invesco Great Wall Growth Enterprise Index Enhanced A [1] - The total institutional ownership decreased by 0.04 percentage points compared to the previous quarter [1] Public Funds - One new public fund disclosed its holdings this quarter, which is Invesco Great Wall Growth Enterprise Index Enhanced A [1] - Ten public funds that were previously disclosed did not report this quarter, including Zhongzheng 2000, Southern Zhongzheng 2000 ETF, and Huaxia Zhongzheng Electric Grid Equipment Theme ETF [1] Foreign Investment - One new foreign institution disclosed its holdings this quarter, which is Hong Kong Central Clearing Limited [1]

Core Viewpoint - Huanxin Environmental (301265.SZ) reported its Q3 2025 results, highlighting a total institutional ownership of 73.632 million shares, representing 24.30% of the company's total equity, with a slight decline in institutional ownership compared to the previous quarter [1] Institutional Ownership - As of October 26, 2025, five institutional investors disclosed their holdings in Huanxin Environmental, with a combined ownership of 73.632 million shares, accounting for 24.30% of the total shares [1] - The institutional ownership percentage decreased by 0.83 percentage points compared to the previous quarter [1] Public Fund Disclosure - In this reporting period, 26 public funds were disclosed, including notable funds such as Invesco Great Wall Growth Enterprise Index Enhanced A, Morgan Stanley ESG Quantitative Mixed, and GF Value Leading Mixed A [1]

Core Insights - Sifangda (300179.SZ) released its Q3 2025 financial report on October 23, 2025, indicating a total of 1 institutional investor holding shares, amounting to 2.3621 million shares, which represents 0.49% of the total share capital [1] - The institutional holding ratio increased by 0.34 percentage points compared to the previous quarter [1] Institutional Investors - The only institutional investor disclosed is Agricultural Bank of China - Fortune Growth Two-Year Regular Open Mixed Securities Investment Fund [1] - The total institutional holding ratio is now 0.49% [1] Public Funds - One new public fund was disclosed this period, which is the Fortune Growth Two-Year Regular Open Mixed Fund [1] - A total of 17 public funds were not disclosed compared to the previous quarter, including notable funds such as Guotai CSI Machine Tool ETF, CSI 2000, and others [1]