泓德医疗创新混合发起式A
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苑东生物股价涨5.47%,泓德基金旗下1只基金重仓,持有2.7万股浮盈赚取7.75万元
Xin Lang Cai Jing· 2025-10-28 06:56
Group 1 - The core point of the news is that Yuandong Biopharmaceuticals experienced a stock price increase of 5.47%, reaching 55.30 CNY per share, with a trading volume of 150 million CNY and a turnover rate of 1.58%, resulting in a total market capitalization of 9.762 billion CNY [1] - Yuandong Biopharmaceuticals, established on June 1, 2009, and listed on September 2, 2020, is located in Chengdu, Sichuan Province. The company specializes in the research, production, and sales of chemical raw materials and chemical drug formulations [1] - The main revenue composition of Yuandong Biopharmaceuticals includes 78.75% from formulation sales, 9.22% from raw material sales, 6.79% from technical services and transfers, 4.01% from CMO/CDMO, and 1.22% from other sources [1] Group 2 - According to data from the top ten holdings of funds, Hongde Fund has a significant position in Yuandong Biopharmaceuticals, with its Hongde Medical Innovation Mixed Fund A (012481) holding 27,000 shares, unchanged from the previous period, accounting for 8.53% of the fund's net value, making it the second-largest holding [2] - The Hongde Medical Innovation Mixed Fund A (012481) was established on February 22, 2023, with a latest scale of 14.8031 million CNY. The fund has achieved a return of 41.8% this year, ranking 1877 out of 8155 in its category, and a return of 32.63% over the past year, ranking 2503 out of 8029 [2]
苑东生物股价跌5.01%,泓德基金旗下1只基金重仓,持有2.7万股浮亏损失8.24万元
Xin Lang Cai Jing· 2025-09-25 05:58
Group 1 - The core point of the news is that Yuan Dong Bio experienced a 5.01% drop in stock price, reaching 57.80 CNY per share, with a trading volume of 136 million CNY and a turnover rate of 1.29%, resulting in a total market capitalization of 10.204 billion CNY [1] - Yuan Dong Bio, established on June 1, 2009, and listed on September 2, 2020, is located in Chengdu, Sichuan Province. The company specializes in the research, production, and sales of chemical raw materials and chemical drug formulations [1] - The main revenue composition of Yuan Dong Bio includes 78.75% from formulation sales, 9.22% from raw material sales, 6.79% from technical services and transfers, 4.01% from CMO/CDMO, and 1.22% from other sources [1] Group 2 - From the perspective of major fund holdings, Hongde Fund has one fund heavily invested in Yuan Dong Bio. The Hongde Medical Innovation Mixed Fund A (012481) held 27,000 shares in the second quarter, accounting for 7.84% of the fund's net value, making it the third-largest holding [2] - The Hongde Medical Innovation Mixed Fund A (012481) was established on February 22, 2023, with a latest scale of 10.4748 million CNY. Year-to-date, it has achieved a return of 56.9%, ranking 799 out of 8173 in its category; over the past year, it has returned 69.53%, ranking 1601 out of 8003; and since inception, it has returned 4.62% [2] - The fund manager of Hongde Medical Innovation Mixed Fund A (012481) is Cao Zhaoxu, who has been in the position for 4 years and 266 days. The total asset scale of the fund is 14.1489 million CNY, with the best return during his tenure being 3.26% and the worst being -35.88% [3]
苑东生物股价涨5.08%,泓德基金旗下1只基金重仓,持有2.7万股浮盈赚取8.64万元
Xin Lang Cai Jing· 2025-09-03 03:42
Group 1 - The core viewpoint of the news is that Yuan Dong Bio has seen a significant increase in its stock price, with a rise of 5.08% to 66.20 CNY per share, and a total market capitalization of 11.686 billion CNY [1] - Yuan Dong Bio, established on June 1, 2009, specializes in the research, production, and sales of chemical raw materials and chemical drug formulations, with its main revenue sources being 78.75% from formulation sales, 9.22% from raw material sales, 6.79% from technical services and transfers, 4.01% from CMO/CDMO, and 1.22% from other sources [1] - The company has a trading volume of 1.13 million CNY and a turnover rate of 1.00% as of the report date [1] Group 2 - The Hongde Medical Innovation Mixed Fund A (012481) holds a significant position in Yuan Dong Bio, with 27,000 shares, accounting for 7.84% of the fund's net value, making it the third-largest holding [2] - The fund has achieved a year-to-date return of 64.56% and a one-year return of 83.28%, ranking 294 out of 8180 and 684 out of 7967 respectively in its category [2] - The fund was established on February 22, 2023, with a current scale of 10.4748 million CNY [2]
【机构调研记录】泓德基金调研海泰科、中材国际等6只个股(附名单)
Zheng Quan Zhi Xing· 2025-09-03 00:06
Group 1: Company Insights - Hongde Fund recently conducted research on six listed companies, including Haitai Technology, which has launched its second factory in Thailand, expected to generate an additional annual output value of approximately 100 million yuan [1] - Zhongcai International is the only company in the global cement technology equipment and engineering service market with a complete industrial chain, maintaining good cooperation with Tibetan cement enterprises [2] - Dekeli anticipates rapid growth in computing power demand by the first half of 2025, but faces challenges in capacity and supply chain resources, leading to insufficient order delivery [3] - Kebo Da achieved a revenue of 3.047 billion yuan in the first half of 2025, a year-on-year increase of 11.10%, with a net profit of 451 million yuan, up 21.34% [4] - Jinbo Co. reported a revenue of 411 million yuan in the first half of 2025, a year-on-year growth of 19.69%, with significant growth in the transportation and lithium battery sectors [5] - Xinmai Medical achieved a revenue of 714 million yuan and a net profit of 315 million yuan, with overseas revenue growing over 95% [6] Group 2: Financial Performance - Haitai Technology's modified materials, such as PEEK-CF50, are being developed for a leading humanoid robot company, although they have not yet entered the supply chain [1] - Zhongcai International has completed the localization of DeepSeek, providing large model applications and opening enterprise knowledge base scenarios [2] - Dekeli's telecom business saw a year-on-year decline of approximately 8%, but new factory operations are expected to improve performance in the second half of the year [3] - Kebo Da's main business revenue was 2.948 billion yuan, with domestic sales accounting for 1.801 billion yuan and international sales 1.148 billion yuan [4] - Jinbo Co. has completed the carbon-ceramic brake disc project and is advancing the customer validation of porous carbon products [5] - Xinmai Medical plans to maintain R&D investment at 10%-15% in the future, with high-margin products set to be launched internationally [6]
【机构调研记录】泓德基金调研可孚医疗、中钢国际等4只个股(附名单)
Sou Hu Cai Jing· 2025-08-27 00:13
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]
8/6财经夜宵:得知基金净值排名及选基策略,赶紧告知大家
Sou Hu Cai Jing· 2025-08-06 16:10
Core Viewpoint - The article provides a ranking of open-end mutual funds based on their net asset value growth as of August 6, 2025, highlighting the top and bottom performers in the market [2][4][6]. Group 1: Top Performing Funds - The top 10 funds with the highest net value growth include: 1. Zhonghai Charm Yangtze River Delta Mixed Fund (3.1350) 2. Hengyue Smart Technology Mixed C Fund (1.1892) 3. Hengyue Smart Technology Mixed A Fund (1.1996) 4. Minsheng Jianyin Frontier Technology Mixed Fund (1.0201) 5. Tongtai Competitive Advantage Mixed A Fund (1.1032) 6. Tongtai Competitive Advantage Mixed C Fund (1.0802) 7. Furong Fuxin Mixed C Fund (2.1194) 8. Furong Fuxin Mixed A Fund (2.1560) 9. Hongyi Yuanfang Selected Mixed C Fund (1.1215) 10. Hongyi Yuanfang Selected Mixed A Fund (1.1231) [2][4]. Group 2: Bottom Performing Funds - The bottom 10 funds with the lowest net value growth include: 1. Guotai Innovation Medical Mixed Initiation C Fund (1.1799) 2. Guotai Innovation Medical Mixed Initiation A Fund (1.1901) 3. Wanjia Pharmaceutical Quantitative Stock Selection Mixed Initiation C Fund (1.2070) 4. Wanjia Pharmaceutical Quantitative Stock Selection Mixed Initiation A Fund (1.2165) 5. Morgan Stanley Youyue Anhe Mixed C Fund (0.6632) 6. Morgan Stanley Youyue Anhe Mixed A Fund (0.6727) 7. Hongde Medical Innovation Mixed Initiation A Fund (1.0426) 8. Hongde Medical Innovation Mixed Initiation C Fund (1.0274) 9. Guotai Growth Enterprise Board Medical Health ETF (1.2310) 10. Tianhong Medical Innovation A Fund (1.0690) [4][6]. Group 3: Market Overview - The Shanghai Composite Index showed a slight upward trend, with a trading volume of 1.75 trillion, and the number of advancing stocks was 3,357 compared to 1,817 declining stocks [6]. - Leading sectors included shipbuilding and general machinery, both rising over 3%, while the tourism sector experienced declines [6].