淳厚利加混合A

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淳厚利加混合A(011563)近一年回报跑赢基金比较基准增长率,淳厚基金调研纳睿雷达
Xin Lang Cai Jing· 2025-05-19 03:31
登录新浪财经APP 搜索【信披】查看更多考评等级 淳厚利加混合A(基金代码:011563)是淳厚基金旗下的一只混合型基金,成立于2022年7月29日。现 任基金经理由翟羽佳和江文军共同担任,其中翟羽佳自2022年7月29日起任职,总管理规模达0.02亿 元。该基金在严格控制风险、保持资产流动性的基础上,通过大类资产配置,力争为基金份额持有人创 造超越业绩比较基准的稳定收益。截至2025年5月16日,淳厚利加混合A近一年回报达9.94%,跑赢基金 比较基准增长率(4.72%),超过同期混合型基金收益均值。从持有人结构来看,根据2024年年度报告 数据,该基金的机构持有人比例达9.64%,半年间增长9.64个百分点。基金从业人员持有比例为 85.21%,持有份额数达85.55万份。 少? 答:公司低空雷达具体定价根据研发设计成本、工艺成本、原材料、人工成本并结合客户接受意 愿、市场竞争情况等多种因素综合制定。 14.问题:公司如何看待低空市场空间? 答:低空经济作为新 兴产业,具有较大的发展潜力和市场空间。公司将紧跟国家有关政策,做好技术与产品储备,不断拓展 相关市场并开展深度合作。 15.问题:公司低空雷达与" ...
淳厚基金调研上市公司胜科纳米,旗下淳厚利加混合A(011563)备受市场关注
Xin Lang Cai Jing· 2025-04-29 05:46
Group 1: Fund Overview - Chunhou Lijia Mixed A Fund, established on July 29, 2022, has a total management scale of 0.02 billion yuan [1] - The fund aims to create stable returns exceeding the performance benchmark through asset allocation while strictly controlling risks and maintaining liquidity [1] - As of April 25, 2025, the fund achieved a one-year return of 10.25%, outperforming the benchmark growth rate of 4.93% and the CSI Mixed Fund Index return of 6.33% [1] Group 2: Shareholder Structure - The proportion of institutional investors in the fund reached 9.64%, increasing by 9.64 percentage points over six months [1] - Fund employees hold 85.21% of the shares, totaling 855,500 shares [1] Group 3: Industry Insights - The semiconductor industry is experiencing rapid growth, driving a surge in demand for semiconductor testing and analysis [2] - The third-party laboratory testing and analysis market in the semiconductor sector has significant growth potential, with the Labless model gaining industry recognition [2] - Continuous R&D investments, driven by advancements in semiconductor technology, are expected to sustain the growth of third-party testing and analysis demand, particularly in advanced processes [2] Group 4: Company Service and Sales Model - The company employs a production model based on sales, implementing order-based production tailored to customer needs [2] - It focuses on quality and efficiency in testing services, continuously optimizing production processes to enhance service quality [2] - The sales model is direct, allowing the company to provide personalized testing solutions and respond promptly to customer needs [2] Group 5: Competitive Advantages - The company has a technological R&D advantage, with capabilities covering advanced processes up to 3nm, positioning it among industry leaders [2] - It holds a strong market position in the third-party testing and analysis market, with significant revenue scale and market share [2] - The company is recognized as a national-level "little giant" and has established a strong brand effect within the industry [2] - The technical team comprises individuals with experience from top institutions and global semiconductor firms, enhancing the company's technical strength [2] - The company has a unique international advantage with laboratories in both China and Singapore, differentiating it from domestic competitors [2] Group 6: Future Development Plans - The company plans to leverage its technical talent and maintain high R&D investment to capitalize on domestic semiconductor development opportunities [2] - It aims to enhance its analytical capabilities in advanced processes, packaging, high-performance chips, and third-generation semiconductor materials [2] - The company will expand its focus on failure analysis and reliability analysis for automotive-grade chips while exploring new fields like aerospace and biomedicine [2] - It intends to broaden its customer reach through a multi-point domestic layout and standardize laboratory replication to accelerate business expansion [2]