泓德医疗创新混合发起式A（012481）成立日期2023年2月22日，最新规模1047.48万。今年以来收益 64.56%，同类排名294/8180；近一年收益83.28%，同类排名684/7967；成立以来收益9.73%。 9月3日，苑东生物涨5.08%，截至发稿，报66.20元/股，成交1.13亿元，换手率1.00%，总市值116.86亿 元。 资料显示，成都苑东生物制药股份有限公司位于四川省成都市双流区安康路8号，成立日期2009年6月1 日，上市日期2020年9月2日，公司主营业务涉及化学原料药和化学药制剂的研发、生产与销售。主营业 务收入构成为：制剂销售78.75%，原料药销售9.22%，技术服务及转让6.79%，CMO/CDMO4.01%，其 他1.22%。 从基金十大重仓股角度 数据显示，泓德基金旗下1只基金重仓苑东生物。泓德医疗创新混合发起式A（012481）二季度持有股 数2.7万股，占基金净值比例为7.84%，位居第三大重仓股。根据测算，今日浮盈赚取约8.64万元。 泓德医疗创新混合发起式A（012481）基金经理为操昭煦。 截至发稿，操昭煦累计任职时间4年244天，现任基金资产总规模14 ...

证券之星消息，根据市场公开信息及9月2日披露的机构调研信息，泓德基金近期对6家上市公司进行了调研，相关名单如下： 1)海泰科（301022）(泓德基金参与公司特定对象调研) 3)德科立(泓德基金管理有限公司参与公司业绩说明会) 调研纪要：2025年上半年，算力需求快速增长，公司产能和供应链资源储备不足，导致订单交付不足。数通类产品增长较快，接入和数据类产品 营收占比升至近四成。电信业务同比下降约8%。下半年新厂房投入使用，预期好转。OCS产品已有千万元级样机订单，正联合探索应用。泰国自 有厂区预计2026年春节后投产，部分客户已完成认证。关税政策存在不确定性，公司强调提升核心竞争力以应对风险。 4)科博达（603786）(泓德基金参与公司特定对象调研) 调研纪要：2025年上半年，公司经营稳健，实现营业收入30.47亿元，同比增加11.10%；净利润4.51亿元，同比增加21.34%。主营业务收入29.48亿 元，其中国内销售18.01亿元，国外销售11.48亿元。前五大终端客户营收占比63.95%，大众集团占比46.39%，理想汽车超10%。新获定点项目生命 周期销售额超70亿元，获国际知名整车厂中央域控产 ...

Group 1: Company Insights - Kefu Medical is expected to achieve over 20% year-on-year revenue growth in hearing aid sales in the first half of 2025, with continued growth in existing store revenues and new store openings [1] - Kefu Medical's overseas business revenue has increased by over 200%, and the company has completed acquisitions of Shanghai Huazhou and Ximan Na, focusing future acquisitions on enhancing product lines or technology [1] - Zhonggang International has seen stable project execution with the Bolivia Mutong Steel Plant nearly completed and the Algeria Electric Furnace project passing inspection, achieving the fastest record overseas [2] - Zhonggang International's gross profit margin for engineering is projected to reach 14.22% in the first half of 2025, with both domestic and international margins improving [2] - Keli Equipment has made significant breakthroughs in light-absorbing coating technology, leading to adoption by Xiaomi Automotive, and is expected to see increased revenue and profitability as the electric vehicle market grows [3] - Tianfu Communication achieved a revenue of 2.456 billion yuan in the first half of 2025, a year-on-year increase of 57.84%, with net profit rising by 37.46% to 899 million yuan [4] Group 2: Market Trends and Challenges - The steel industry is facing challenges with a 3.0% year-on-year decline in crude steel production, although overall industry performance is better than expected [2] - Keli Equipment is addressing tariff impacts through trade terms design and local production in the U.S., ensuring stable overseas business expansion [3] - Tianfu Communication's gross margin has decreased due to changes in product structure, with a higher proportion of revenue coming from active products [4]

6日开放式基金净值增长排名前10的基金分别是：中海魅力长三角混合、恒越智选科技混合C、恒越智选科技混合A、民生加银前沿科技混合、同泰竞争优势 混合A、同泰竞争优势混合C、富荣福锦混合C、富荣福锦混合A、弘毅远方甄选混合C、弘毅远方甄选混合A。 一顿操作猛如虎，目前已有28258只基金更新净值，谁是基金中的王者，谁又垫底，请看数据： | 排名 | 代码 | 基金简称 | 2025-08-06 | | 2025-08-05 | | Friday of C | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 車位净值3 | 累计净值3 | 单位净值8 | 累计净值$ | | | 1 | 018160 | 国泰创新医疗混合发起C | 1.1799 | 1.1799 | 1.1958 | 1.1958 | -0.01 | | 2 | 018159 | 国泰创新医疗混合发起A | 1.1901 | 1.1901 | 1.2061 | 1.2061 | -0.01 | | 3 | 020492 | 万家医药量化选股混合发起式C | 1.2070 | 1.2 ...