易方达大健康主题混合（001898）基金经理为许征。 截至发稿，许征累计任职时间2年356天，现任基金资产总规模33.64亿元，任职期间最佳基金回报 23.07%， 任职期间最差基金回报0.69%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 2月24日，山东赫达涨5.07%，截至发稿，报20.10元/股，成交2.34亿元，换手率3.66%，总市值70.12亿 元。 资料显示，山东赫达集团股份有限公司位于山东省淄博市周村区赫达路999号，成立日期1992年12月7 日，上市日期2016年8月26日，公司主营业务涉及水溶性高分子化合物及下游化工产品的研发、生产和 销售。主营业务收入构成为：自产纤维素醚产品72.98%，植物空心胶囊产品21.10%，其他化工产品 3.86%，石墨产品1.90%，其他(补充)0.16%。 从基金十大重仓股角度 数据显示，易方达基金旗下1只基金重仓山东赫达。易方达大健康主题混合（00 ...

Core Viewpoint - Shandong Heda (SZ002810) experienced a trading limit increase of 10%, reaching a price of 18.59 yuan, driven by significant reductions in anti-dumping duties in the U.S. and expansion into high-value-added sectors [2] Group 1: Company Developments - The company's subsidiary saw a drastic reduction in the U.S. anti-dumping tax rate from 172.24% to 18.71%, enhancing its competitiveness in the U.S. market and potentially increasing market share and profits [2] - Shandong Heda is expanding its business into high-value-added areas such as bio-based materials and pharmaceutical excipients, which could improve its valuation and lay a foundation for long-term growth [2] - The company anticipates a 55.2% year-on-year growth in related transactions for 2026, indicating strong business expansion potential [2] Group 2: Market and Technical Analysis - The chemical industry has seen active performance due to favorable policies and market demand, with Shandong Heda benefiting from this sector-wide momentum [2] - Technical indicators, such as the MACD forming a golden cross and the stock price breaking through key resistance levels, may attract technical investors, contributing to the stock's price increase [2] - Significant net inflows from large orders on the day indicate that major funds are optimistic about the company's future prospects [2]

Group 1 - The core viewpoint of the news is that Shandong Heda's financial performance shows mixed results, with a slight increase in revenue but a significant decrease in net profit [2][3] - As of January 6, Shandong Heda's financing balance reached 187 million yuan, accounting for 3.71% of its market capitalization, indicating a high level of financing activity [1] - The company reported a revenue of 1.437 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 0.11%, while the net profit attributable to shareholders decreased by 29.65% to 139 million yuan [2] Group 2 - Shandong Heda has distributed a total of 411 million yuan in dividends since its A-share listing, with 258 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders decreased by 1.52% to 26,000, while the average circulating shares per person increased by 1.55% to 12,284 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited increased its holdings by 770,300 shares to 3.6568 million shares, while Huashang Zhenxuan Return Mixed A reduced its holdings by 42,700 shares to 2.0926 million shares [3]