浙商汇金转型成长（000935）成立日期2014年12月30日，最新规模5178.85万。今年以来收益4.98%，同 类排名3871/8844；近一年收益51.72%，同类排名1705/8091；成立以来收益46.87%。 1月21日，大族数控涨5.42%，截至发稿，报141.74元/股，成交3.60亿元，换手率0.62%，总市值603.12 亿元。 浙商汇金转型成长（000935）基金经理为马斌博。 资料显示，深圳市大族数控科技股份有限公司位于广东省深圳市宝安区沙井街道新沙路安托山高科技工 业园2号厂房、14号厂房和17号厂房、广东省深圳市宝安区福海街道重庆路16号大族激光智造中心三 栋、四栋部分场地,香港铜锣湾希慎道33号利园1期19楼1916室，成立日期2002年4月22日，上市日期 2022年2月28日，公司主营业务涉及PCB专用设备的研发、生产和销售。主营业务收入构成为：钻孔类 设备71.02%，检测类设备8.78%，其他6.70%，成型类设备5.93%，曝光类设备5.22%，贴附类设备 2.36%。 截至发稿，马斌博累计任职时间8年28天，现任基金资产总规模5179.61万元，任职期间最佳基金回报 ...

Group 1 - The core viewpoint of the news is that Dazhu CNC has seen a significant increase in stock price, rising by 5.39% to 125.49 yuan per share, with a total market capitalization of 53.397 billion yuan [1] - Dazhu CNC, established on April 22, 2002, specializes in the research, production, and sales of PCB-specific equipment, with its main revenue sources being drilling equipment (71.02%), testing equipment (8.78%), and other categories [1] - The company is located in Shenzhen, Guangdong Province, with multiple facilities dedicated to its operations [1] Group 2 - According to data, a fund managed by Caitong Securities Asset Management holds a significant position in Dazhu CNC, with 87,200 shares representing 4.84% of the fund's net value, making it the tenth largest holding [2] - The Caitong Zengxiang Growth Mixed A fund has achieved a year-to-date return of 44.28%, ranking 1463 out of 8088 in its category [2] - The fund was established on March 2, 2023, and has a current scale of 136 million yuan, with a cumulative return of 32.23% since inception [2] Group 3 - The fund manager of Caitong Zengxiang Growth Mixed A is Li Xiang, who has been in the position for 7 years and 273 days, overseeing assets totaling 3.468 billion yuan [3] - During Li Xiang's tenure, the best fund return was 37.6%, while the worst was -30.26% [3]

Group 1 - The core point of the news is the performance and market position of Dazhu CNC, which saw a stock price increase of 5.09% to 111.73 CNY per share, with a total market capitalization of 47.542 billion CNY [1] - Dazhu CNC specializes in the research, production, and sales of PCB (Printed Circuit Board) specialized equipment, with its main revenue sources being drilling equipment (71.02%), testing equipment (8.78%), and other categories [1] - The company was established on April 22, 2002, and went public on February 28, 2022, indicating a relatively recent entry into the public market [1] Group 2 - From the perspective of fund holdings, one fund under Caitong Securities Asset Management has Dazhu CNC as its tenth largest holding, with 87,200 shares, accounting for 4.84% of the fund's net value [2] - The fund, Caitong Zhenxiang Growth Mixed A (016605), has achieved a year-to-date return of 27.11% and a one-year return of 24.09%, ranking 2466 out of 8136 and 3020 out of 8058 respectively in its category [2] - The fund manager, Chen Li, has been in position for nearly four years, with the fund's total asset size currently at 1.76 million CNY [3]

Core Insights - Dazhu CNC's stock rose by 5.56% to 123.75 CNY per share, with a trading volume of 537 million CNY and a turnover rate of 1.08%, resulting in a total market capitalization of 52.657 billion CNY [1] Company Overview - Dazhu CNC Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on April 22, 2002, with its listing date on February 28, 2022. The company specializes in the research, production, and sales of PCB (Printed Circuit Board) specialized equipment [1] - The revenue composition of Dazhu CNC includes drilling equipment (71.02%), testing equipment (8.78%), other equipment (6.70%), forming equipment (5.93%), exposure equipment (5.22%), and attachment equipment (2.36%) [1] Fund Holdings - According to data, one fund under Caitong Securities Asset Management holds a significant position in Dazhu CNC. The Caitong Asset Management Zhenxiang Growth Mixed A Fund (016605) held 87,200 shares in the third quarter, accounting for 4.84% of the fund's net value, ranking as the tenth largest holding [2] - The fund has generated a floating profit of approximately 568,500 CNY as of the report date [2] - The Caitong Asset Management Zhenxiang Growth Mixed A Fund was established on March 2, 2023, with a current scale of 136 million CNY. Year-to-date returns stand at 43.87%, ranking 1486 out of 8223 in its category, while the one-year return is 40.46%, ranking 1631 out of 8115 [2] Fund Manager Profile - The fund manager of Caitong Asset Management Zhenxiang Growth Mixed A Fund is Chen Li, who has been in the position for 2 years and 355 days. The total asset size of the fund is 176 million CNY, with the best return during his tenure being 31.86% and the worst return being -26.36% [3]

Group 1: Company Overview - The report highlights that Dazhu CNC achieved a significant increase in net profit and gross margin in Q3 2025, with a revenue of 3.903 billion yuan, up 66.53% year-on-year, and a net profit of 492 million yuan, up 142.19% year-on-year [3][4] - The company's Q3 revenue reached 1.521 billion yuan, representing a year-on-year growth of 95.19% and a quarter-on-quarter growth of 6.96% [4] - Dazhu CNC is recognized as a leading global supplier of PCB specialized equipment, benefiting from the expansion trend in high-end PCB production [6] Group 2: Financial Performance - In Q3 2025, Dazhu CNC's gross margin was 33.99%, an increase of 8.56 percentage points year-on-year and 3.26 percentage points quarter-on-quarter [5] - The net profit margin for Q3 2025 was 14.90%, reflecting a year-on-year increase of 7.24 percentage points and a quarter-on-quarter increase of 4.68 percentage points [5] - The company’s operating expenses ratio decreased to 16.87% in the first three quarters of 2025, down 2.88 percentage points year-on-year [5] Group 3: Industry Insights - The motorcycle industry saw a total sales volume of 12.79 million units from January to September 2025, marking a year-on-year increase of 17% [9] - The report indicates that the demand for high-capacity motorcycles (over 250cc) has surged, with sales increasing by 33% year-on-year [9] - The report maintains a positive outlook on the motorcycle export market, suggesting sustained high demand [15] Group 4: Agricultural Products - Stanley reported a revenue of 2.899 billion yuan in Q3 2025, a year-on-year increase of 31.41%, with a net profit of 208 million yuan, up 35.36% year-on-year [16][17] - The average price of monoammonium phosphate in Q3 2025 was approximately 3,387 yuan per ton, reflecting a year-on-year increase of 3% [17] - The report emphasizes the competitive advantage of leading companies in the compound fertilizer sector, driven by brand strength and market share expansion [21]

Group 1 - The core viewpoint of the news is that Dazhu CNC has shown significant financial performance with a notable increase in revenue and net profit, alongside active trading in its stock [2][3] - On October 9, Dazhu CNC's stock price decreased by 0.84%, with a trading volume of 500 million yuan. The financing buy-in amount was 60.74 million yuan, while the financing repayment was 53.22 million yuan, resulting in a net financing buy of 7.53 million yuan [1] - As of October 9, the total balance of margin trading for Dazhu CNC was 439 million yuan, which accounts for 1.07% of its market capitalization, indicating a high level of financing activity compared to the past year [1] Group 2 - Dazhu CNC's main business involves the research, production, and sales of PCB specialized equipment, with the revenue composition being 71.02% from drilling equipment, 8.78% from testing equipment, and smaller percentages from other categories [2] - For the first half of 2025, Dazhu CNC achieved a revenue of 2.382 billion yuan, representing a year-on-year growth of 52.26%, and a net profit attributable to shareholders of 263 million yuan, reflecting an 83.82% increase [2] - The company has distributed a total of 1.533 billion yuan in dividends since its A-share listing, with 1.365 billion yuan distributed in the last three years [3]

Group 1 - The core viewpoint of the news highlights the recent trading performance of Dazhu CNC, which saw a decline of 2.29% on September 25, with a trading volume of 541 million yuan [1] - On September 25, Dazhu CNC had a financing buy-in amount of 43.5 million yuan and a financing repayment of 104 million yuan, resulting in a net financing outflow of 60.3 million yuan [1] - As of September 25, the total balance of margin trading for Dazhu CNC was 434 million yuan, which accounts for 0.99% of its circulating market value, indicating a high level compared to the past year [1] Group 2 - Dazhu CNC, established on April 22, 2002, is located in Shenzhen, Guangdong Province, and specializes in the research, production, and sales of PCB-specific equipment [2] - The company's main business revenue composition includes drilling equipment (71.02%), testing equipment (8.78%), and other categories [2] - For the first half of 2025, Dazhu CNC achieved an operating income of 2.382 billion yuan, representing a year-on-year growth of 52.26%, and a net profit attributable to shareholders of 263 million yuan, up 83.82% year-on-year [2] Group 3 - Since its A-share listing, Dazhu CNC has distributed a total of 1.533 billion yuan in dividends, with 1.365 billion yuan distributed over the past three years [3] - As of June 30, 2025, the top ten circulating shareholders of Dazhu CNC include new entrants such as E Fund Ke Xun Mixed Fund and E Fund Ke Rong Mixed Fund, indicating increased institutional interest [3] - Hong Kong Central Clearing Limited has increased its holdings, while some funds have exited the top ten circulating shareholders list [3]

Core Viewpoint - Dazhu CNC has experienced significant stock price growth in 2023, with a year-to-date increase of 227% and a recent surge of 36.76% over the past five trading days [2] Group 1: Stock Performance - As of September 12, Dazhu CNC's stock price reached 117.00 CNY per share, with a trading volume of 9.70 billion CNY and a market capitalization of 497.85 billion CNY [1] - The stock has shown a remarkable increase of 178.37% over the past 60 days [2] Group 2: Financial Performance - For the first half of 2025, Dazhu CNC reported a revenue of 2.382 billion CNY, reflecting a year-on-year growth of 52.26%, and a net profit attributable to shareholders of 263 million CNY, up 83.82% [3] Group 3: Shareholder and Dividend Information - Since its A-share listing, Dazhu CNC has distributed a total of 1.533 billion CNY in dividends, with 1.365 billion CNY distributed over the past three years [4] - As of June 30, 2025, the number of shareholders increased by 5.96% to 22,000, with an average of 2,827 circulating shares per person [3][4]

Group 1 - The core viewpoint of the news is the performance and financial metrics of Dazhu CNC, highlighting its stock price fluctuations and trading activity [1][2]. - As of September 4, Dazhu CNC's stock price was 84.70 CNY per share, with a market capitalization of 36.041 billion CNY [1]. - Year-to-date, Dazhu CNC's stock has increased by 136.72%, but it has seen a decline of 7.53% in the last five trading days [1]. Group 2 - Dazhu CNC, established on April 22, 2002, specializes in the research, production, and sales of PCB specialized equipment, with a revenue composition primarily from drilling equipment (71.02%) [2]. - For the first half of 2025, Dazhu CNC reported a revenue of 2.382 billion CNY, representing a year-on-year growth of 52.26%, and a net profit of 263 million CNY, up 83.82% [2]. - The company has distributed a total of 1.533 billion CNY in dividends since its A-share listing, with 1.365 billion CNY distributed in the last three years [3].

Group 1 - The core viewpoint of the news highlights the performance and financial metrics of Dazhu CNC, indicating a significant increase in stock price and trading activity [1][2] - As of September 3, Dazhu CNC's stock price rose by 2.05% to 86.20 CNY per share, with a total market capitalization of 36.679 billion CNY [1] - Year-to-date, Dazhu CNC's stock has increased by 140.92%, with a recent 5-day increase of 2.40% and a 20-day decrease of 2.05% [1] Group 2 - Dazhu CNC, established on April 22, 2002, specializes in the research, production, and sales of PCB specialized equipment, with a revenue composition primarily from drilling equipment (71.02%) [2] - For the first half of 2025, Dazhu CNC reported a revenue of 2.382 billion CNY, reflecting a year-on-year growth of 52.26%, and a net profit of 263 million CNY, up 83.82% [2] - The company has distributed a total of 1.533 billion CNY in dividends since its A-share listing, with 1.365 billion CNY distributed over the past three years [3] Group 3 - As of June 30, 2025, Dazhu CNC had 22,000 shareholders, an increase of 5.96% from the previous period, with an average of 2,827 circulating shares per shareholder [2] - Notable institutional holdings include E Fund Ke Xun Mixed Fund as the third-largest shareholder with 1.2405 million shares, and several new institutional investors entering the top ten shareholders [3]