10月31日，赛意信息涨5.16%，截至发稿，报25.48元/股，成交3.14亿元，换手率3.82%，总市值104.06 亿元。 资料显示，广州赛意信息科技股份有限公司位于广东省广州市天河区珠江西路17号4501室，成立日期 2005年1月10日，上市日期2017年8月3日，公司主营业务涉及提供企业信息化解决方案及服务。主营业 务收入构成为：泛ERP67.10%，智能制造及工业互联网32.90%。 从基金十大重仓股角度 截至发稿，梁国柱累计任职时间2年357天，现任基金资产总规模18.26亿元，任职期间最佳基金回报 56.82%， 任职期间最差基金回报-18.51%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，申万菱信基金旗下1只基金重仓赛意信息。申万菱信乐道三年持有期混合（012051）三季度 持有股数19.05万股，占基金净值比例为4.89%，位居第七大重仓股。根据测算，今日浮盈赚取约23.81 万元。 申万菱信乐道三年持有期混合（ ...

Company Overview - Panwei Network Technology Co., Ltd. is located at 3419 Sanlu Road, Minhang District, Shanghai, established on March 14, 2001, and listed on January 13, 2017 [1] - The company specializes in the research, development, sales, and related technical services of collaborative management software products [1] Financial Performance - As of September 25, Panwei Network's stock price increased by 5.2%, reaching 59.66 CNY per share, with a trading volume of 146 million CNY and a turnover rate of 0.96%, resulting in a total market capitalization of 15.548 billion CNY [1] - The revenue composition of the company includes: - Technical services: 63.11% - Software revenue - e.cology: 31.55% - Third-party products: 3.66% - Software revenue - e.office: 1.54% - Others (supplement): 0.14% [1] Fund Holdings - According to data, one fund under Shenwan Hongyuan holds a significant position in Panwei Network, specifically Shenwan Hongyuan Ledao Three-Year Holding Period Mixed Fund (012051), which held 93,400 shares in the second quarter, accounting for 4.16% of the fund's net value, ranking as the tenth largest holding [2] - The fund has achieved a return of 20.02% year-to-date, ranking 4507 out of 8173 in its category, and a return of 72.84% over the past year, ranking 1457 out of 8003 [2] Fund Manager Information - The fund manager of Shenwan Hongyuan Ledao Three-Year Holding Period Mixed Fund (012051) is Liang Guozhu, who has been in the position for 2 years and 321 days [3] - The total asset size of the fund is 831 million CNY, with the best return during the manager's tenure being 55.27% and the worst return being -18.49% [3]

Group 1 - The core viewpoint of the news is that CaiXun Co., Ltd. (300634.SZ) has reported its semi-annual results for 2025, highlighting significant institutional investor interest and changes in shareholding patterns [1] Group 2 - As of August 25, 2025, a total of 20 institutional investors hold shares in CaiXun, with a combined holding of 191 million shares, representing 42.40% of the total share capital [1] - The top ten institutional investors account for 42.13% of the total shares, with a decrease of 0.69 percentage points compared to the previous quarter [1] Group 3 - In the public fund sector, three funds increased their holdings compared to the previous period, with an increase rate of 0.11% [2] - Eleven new public funds disclosed their holdings this period, including notable funds such as the China Southern CSI 1000 ETF and Huaxia CSI 1000 ETF [2] - One public fund, the Western Benefit CSI 1000 Index Enhanced A, was not disclosed in this period compared to the previous quarter [2] Group 4 - Regarding foreign investment, the Hong Kong Central Clearing Limited is the only foreign institution that has not disclosed its holdings in this period compared to the previous quarter [3]