以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，根据市场公开信息及11月26日披露的机构调研信息，申万菱信基金近期对1家上市公司进行了调研，相关名单如下： 1）立讯精密 （申万菱信基金参与公司特定对象调研&现场参观） 个股亮点：公司在人形机器人领域已具备全产业链核心能力，除电池与部分关节模组外，可自主完成谐波齿轮等关键部件的精加工。；公司的汽 车业务已布局多年，产品矩阵非常丰富。无论是高低压线束、高速线束、特种线束，还是闪充充电枪等，均在全球范围内都取得了良好的发展势 头。；公司办公地址为广东省东莞市清溪镇北环路313号。 申万菱信基金成立于2004年，截至目前，资产管理规模(全部公募基金)812.05亿元，排名71/211；资产管理规模(非货币公募基金)686.3亿元，排名 62/211；管理公募基金数149只，排名52/211；旗下公募基金经理26人，排名53/211。旗下最近一年表现最佳的公募基金产品为申万菱信智能驱动 股票A，最新单位净值为4.38，近一年增长68.69%。 ...

Core Insights - The announcement on October 25, 2025, reveals the appointment of Bu Zhonglin as the new fund manager for Shenwan Hongyuan Leting Mixed Fund (013085) effective from the same date [1] - As of October 24, 2025, the net value of Shenwan Hongyuan Leting Mixed Fund was 0.8123, reflecting a daily increase of 2.6% and a yearly increase of 24.02% [1] Fund Manager Profile - Bu Zhonglin, a Chinese national with a master's degree, has been involved in the financial sector since 2016, previously working at firms such as Industrial Securities, Xiaoxiang Capital, and Kaisheng Rongying Technology [1] - He joined Shenwan Hongyuan Fund in February 2022 and has been managing the Shenwan Hongyuan Intelligent Driving Stock Fund since October 16, 2024 [1] Fund Performance - The funds managed by Bu Zhonglin include: - Shenwan Hongyuan Intelligent Driving Stock A (Code: 005825) with a return of 70.91% since October 16, 2024 [1] - Shenwan Hongyuan Intelligent Driving Stock C (Code: 015159) with a return of 70.17% since October 16, 2024 [1] - A review of the major holdings shows that the Shenwan Hongyuan Intelligent Driving Stock A fund added Zhaoyi Innovation in Q4 2024 at an average price of 519.16, maintaining the position for three quarters, with the latest average price at 660.21, resulting in an estimated return of 27.17% [1]

Group 1 - The core point of the article is that Puyuan Precision Electric has seen a stock price increase of 5.19%, reaching 40.15 CNY per share, with a trading volume of 1.87 billion CNY and a market capitalization of 7.793 billion CNY as of October 23 [1] - Puyuan Precision Electric, established on April 27, 2009, specializes in the research, production, and sales of general electronic measuring instruments [1] - The company is located in Suzhou, Jiangsu Province, and has its Hong Kong office in Causeway Bay [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Shenwan Lingxin has heavily invested in Puyuan Precision Electric, with Shenwan Lingxin Intelligent Drive Stock A (005825) increasing its holdings by 101,500 shares in the second quarter, totaling 650,200 shares, accounting for 7.97% of the fund's net value [2] - The fund has achieved a return of 69.71% this year, ranking 105 out of 4,218 in its category, and a return of 67.65% over the past year, ranking 79 out of 3,875 [2] - Since its inception, the fund has generated a return of 427.96% [2] Group 3 - The fund manager of Shenwan Lingxin Intelligent Drive Stock A is Fu Juan, who has a tenure of 13 years and 186 days, with a total fund asset size of 3.711 billion CNY and a best return of 172.37% during her tenure [3] - Co-manager Bu Zhonglin has a tenure of 1 year and 8 days, managing assets of 291 million CNY, with a best return of 74.86% during his tenure [3]

Group 1: Baia Co., Ltd. - Douyin remains a crucial platform for brand exposure and customer acquisition, with increased investment in Xiaohongshu showing positive trends [1] - Instant retail is growing rapidly, becoming a significant emerging channel with potential for new industry dividends [1] - The company reported over 100% revenue growth in the first three quarters, with a potential increase in net profit margin due to channel cost dilution [1] Group 2: Jiao Cheng Ultrasonic - The company provides comprehensive solutions in the power semiconductor field, including ultrasonic welding machines and scanning microscopes, with bulk shipments already made [2] - Ultrasonic detection offers irreplaceable advantages in wafer and advanced packaging defect detection, complementing X-ray detection [2] - The company is expanding into solid-state battery equipment and has received orders for ultrasonic solid crystal machines, highlighting its competitive edge in low-temperature and efficient solutions [2] Group 3: Siyuan Electric - The company is confident in achieving its annual target, with a 25% growth in orders, and progress is on track as of September [3] - Overseas orders are growing faster than average, while domestic orders in systems, renewable energy, and energy storage are also meeting expectations [3] - The company is collaborating on the IGCT project with Huairou Laboratory to advance industrialization, although new products will have a limited short-term revenue impact [3]