AI基金汇添富新能源精选混合发起式A（017876）披露2025年四季报，第四季度基金利润952.62万元，加权平均基金份额本期利润0.0751元。报告期内，基 金净值增长率为7.17%，截至四季度末，基金规模为1.83亿元。 截至12月31日，基金成立以来夏普比率为0.5887。 该基金属于偏股混合型基金，长期投资于先进制造股票。截至1月22日，单位净值为1.274元。基金经理是刘昇，目前管理的3只基金近一年均为正收益。其 中，截至1月22日，汇添富新能源精选混合发起式A近一年复权单位净值增长率最高，达59.66%；汇添富碳中和主题混合A最低，为51.14%。 基金管理人在四季报中表示，本基金当前的投资策略大方向是：在储能、锂电、光伏、智能车、智能电网、核电、氢能、风电、环保、公用事业等新能源各 细分行业里精选个股，侧重寻找新能源产业链中新技术、新场景等有望驱动远期成长的投资机会。当前本基金更加侧重需求旺盛、格局较好的储能产业链公 司。 截至1月22日，汇添富新能源精选混合发起式A近三个月复权单位净值增长率为21.97%，位于同类可比基金12/100；近半年复权单位净值增长率为54.83%， 位于同类可比基 ...

Group 1 - The core point of the news is that Jinpan Technology's stock price has decreased by 5.07%, currently trading at 83.70 yuan per share, with a total market capitalization of 38.484 billion yuan [1] - Jinpan Technology, established on June 3, 1997, primarily engages in the research, production, and sales of power distribution and control equipment for sectors such as renewable energy, high-end equipment, and energy conservation [1] - The company's revenue composition includes: 87.05% from power distribution equipment, 9.59% from energy storage series, 1.90% from photovoltaic power station business, 0.73% from installation engineering, 0.54% from other (supplementary), and 0.19% from digital overall solutions [1] Group 2 - From the perspective of major fund holdings, one fund under Huatai-PineBridge holds shares in Jinpan Technology, specifically the Huatai-PineBridge New Energy Selected Mixed Fund A (017876), which holds 158,500 shares, accounting for 4.84% of the fund's net value [2] - The fund has reported a floating loss of approximately 708,700 yuan as of the latest data [2] - The Huatai-PineBridge New Energy Selected Mixed Fund A was established on March 17, 2023, with a current scale of 136 million yuan, and has achieved a year-to-date return of 2.58% [2]

Group 1 - The core point of the news is that Jinpan Technology's stock has declined by 5.2%, with a current price of 86.28 yuan per share and a total market capitalization of 39.67 billion yuan [1] - Jinpan Technology, established on June 3, 1997, and listed on March 9, 2021, specializes in the research, production, and sales of power distribution and control equipment for sectors such as renewable energy, high-end equipment, and energy conservation [1] - The company's main revenue sources are power distribution equipment (87.05%), energy storage series (9.59%), photovoltaic power station business (1.90%), installation engineering (0.73%), other (0.54%), and digital overall solutions (0.19%) [1] Group 2 - From the perspective of major fund holdings, one fund under Huatai PineBridge holds shares in Jinpan Technology, specifically the Huatai PineBridge New Energy Selected Mixed Fund A (017876), which has 158,500 shares, accounting for 4.84% of the fund's net value [2] - The Huatai PineBridge New Energy Selected Mixed Fund A was established on March 17, 2023, with a current scale of 136 million yuan and has achieved a year-to-date return of 50.87% [2] - The fund manager, Liu Sheng, has been in position for 4 years and 46 days, with the fund's total asset size at 2.649 billion yuan and a best return of 40.25% during his tenure [3]

Summary of Key Points Core Viewpoint - The report highlights the current institutional ownership and changes in the shareholding structure of 帝科股份 (300842.SZ) as of August 27, 2025, indicating a slight decline in the proportion of shares held by the top institutional investors compared to the previous quarter [1]. Institutional Ownership - A total of 17 institutional investors disclosed holding shares in 帝科股份, with a combined holding of 30.29 million shares, representing 21.37% of the total share capital [1]. - The top ten institutional investors collectively hold 21.08% of the shares, which is a decrease of 0.82 percentage points from the previous quarter [1]. Public Fund Activity - Two new public funds disclosed their holdings this period, including 平安中证2000增强策略ETF and 银河核心优势混合A [1]. - Four public funds that were previously disclosed have not reported their holdings this period, including 长城中小盘混合A and 汇添富新能源精选混合发起式A [1]. Foreign Investment - The report notes that the foreign institution 香港中央结算有限公司 has not disclosed its holdings in this period, indicating a change from the previous quarter [2].