毛瑞翔累计任职时间2年181天，现任基金资产总规模1.01亿元，任职期间最佳基金回报36.45%， 任职 期间最差基金回报16.88%。 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 明亚价值长青A（009128）成立日期2020年4月24日，最新规模2214万。今年以来收益18.62%，同类排 名4626/8085；近一年收益17.59%，同类排名4581/8085；成立以来收益21.6%。 明亚价值长青A（009128）基金经理为何明、毛瑞翔。 截至发稿，何明累计任职时间7年331天，现任基金资产总规模2.71亿元，任职期间最佳基金回报 165.56%， 任职期间最差基金回报-4.62%。 12月31日，国力电子涨1.49%，截至发稿，报61.39元/股，成交3318.00万元，换手率0.58%，总市值 58.51亿元。 资料显示，昆山国力电子科技股份有限公司位于江苏省昆山开发区西湖路28号，成立日期2000年10月12 日，上市日期2021年9 ...

截至11月10日，国力电子股东户数5441.00，较上期增加4.76%；人均流通股17518股，较上期减少 4.54%。2025年1月-9月，国力电子实现营业收入9.37亿元，同比增长71.23%；归母净利润5571.75万元， 同比增长111.21%。 分红方面，国力电子A股上市后累计派现9836.14万元。近三年，累计派现6831.35万元。 机构持仓方面，截止2025年9月30日，国力电子十大流通股东中，兴全多维价值混合A（007449）位居 第三大流通股东，持股286.68万股，持股数量较上期不变。兴全合丰三年持有混合（009556）退出十大 流通股东之列。 12月26日，国力电子盘中上涨2.01%，截至10:32，报62.96元/股，成交4372.77万元，换手率0.74%，总 市值60.01亿元。 资金流向方面，主力资金净流入311.28万元，特大单买入197.75万元，占比4.52%，卖出0.00元，占比 0.00%；大单买入913.60万元，占比20.89%，卖出800.07万元，占比18.30%。 国力电子今年以来股价涨55.61%，近5个交易日跌2.01%，近20日涨7.81%，近60日跌 ...

融券方面，国力电子12月24日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量4867.00股，融券余额30.17万元，超过近一年90%分位水平，处于高位。 资料显示，昆山国力电子科技股份有限公司位于江苏省昆山开发区西湖路28号，成立日期2000年10月12 日，上市日期2021年9月10日，公司主营业务涉及电子真空器件的研发、生产与销售。主营业务收入构 成为：直流接触器60.00%，真空继电器17.87%，交流接触器11.50%，真空电容器5.33%，真空有源器件 3.49%，其他(补充)1.80%。 12月24日，国力电子涨1.67%，成交额8212.07万元。两融数据显示，当日国力电子获融资买入额993.49 万元，融资偿还1316.56万元，融资净买入-323.08万元。截至12月24日，国力电子融资融券余额合计 4.09亿元。 融资方面，国力电子当日融资买入993.49万元。当前融资余额4.09亿元，占流通市值的6.92%，融资余 额超过近一年80%分位水平，处于高位。 分红方面，国力电子A股上市后累计派现9836.14万元。近三年，累计派现6831.35万元 ...

资料显示，昆山国力电子科技股份有限公司位于江苏省昆山开发区西湖路28号，成立日期2000年10月12 日，上市日期2021年9月10日，公司主营业务涉及电子真空器件的研发、生产与销售。主营业务收入构 成为：直流接触器60.00%，真空继电器17.87%，交流接触器11.50%，真空电容器5.33%，真空有源器件 3.49%，其他(补充)1.80%。 国力电子所属申万行业为：电子-其他电子Ⅱ-其他电子Ⅲ。所属概念板块包括：核聚变、海上风电、大 飞机、充电桩、风能等。 截至11月10日，国力电子股东户数5441.00，较上期增加4.76%；人均流通股17518股，较上期减少 4.54%。2025年1月-9月，国力电子实现营业收入9.37亿元，同比增长71.23%；归母净利润5571.75万元， 同比增长111.21%。 12月24日，国力电子盘中上涨2.15%，截至10:24，报62.28元/股，成交2665.76万元，换手率0.45%，总 市值59.36亿元。 分红方面，国力电子A股上市后累计派现9836.14万元。近三年，累计派现6831.35万元。 资金流向方面，主力资金净流出119.48万元，特大单买入0 ...

12月23日，国力电子跌2.96%，成交额1.17亿元。两融数据显示，当日国力电子获融资买入额1279.71万 元，融资偿还1258.51万元，融资净买入21.19万元。截至12月23日，国力电子融资融券余额合计4.12亿 元。 融资方面，国力电子当日融资买入1279.71万元。当前融资余额4.12亿元，占流通市值的7.09%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，国力电子12月23日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量4867.00股，融券余额29.67万元，超过近一年90%分位水平，处于高位。 截至11月10日，国力电子股东户数5441.00，较上期增加4.76%；人均流通股17518股，较上期减少 4.54%。2025年1月-9月，国力电子实现营业收入9.37亿元，同比增长71.23%；归母净利润5571.75万元， 同比增长111.21%。 分红方面，国力电子A股上市后累计派现9836.14万元。近三年，累计派现6831.35万元。 机构持仓方面，截止2025年9月30日，国力电子十大流通股东中，兴全多维价值混合A（007449） ...

12月23日，国力电子盘中下跌2.10%，截至13:27，报61.51元/股，成交6140.26万元，换手率1.03%，总 市值58.63亿元。 资金流向方面，主力资金净流出171.06万元，特大单买入0.00元，占比0.00%，卖出226.09万元，占比 3.68%；大单买入965.90万元，占比15.73%，卖出910.87万元，占比14.83%。 国力电子今年以来股价涨52.03%，近5个交易日跌0.23%，近20日涨3.48%，近60日跌10.86%。 截至11月10日，国力电子股东户数5441.00，较上期增加4.76%；人均流通股17518股，较上期减少 4.54%。2025年1月-9月，国力电子实现营业收入9.37亿元，同比增长71.23%；归母净利润5571.75万元， 同比增长111.21%。 资料显示，昆山国力电子科技股份有限公司位于江苏省昆山开发区西湖路28号，成立日期2000年10月12 日，上市日期2021年9月10日，公司主营业务涉及电子真空器件的研发、生产与销售。主营业务收入构 成为：直流接触器60.00%，真空继电器17.87%，交流接触器11.50%，真空电容器5.33%，真 ...

Core Insights - Guoli Electronics' stock price has increased by 55.17% year-to-date, but has seen a decline of 1.83% in the last five trading days and 10.39% over the past 20 days [2] - The company reported a revenue of 937 million yuan for the first nine months of 2025, representing a year-on-year growth of 71.23%, and a net profit of 55.72 million yuan, up 111.21% year-on-year [2] Company Overview - Guoli Electronics, established on October 12, 2000, is located in Kunshan, Jiangsu Province, and was listed on September 10, 2021. The company specializes in the research, production, and sales of electronic vacuum devices [2] - The revenue composition of Guoli Electronics includes: DC contactors (60.00%), vacuum relays (17.87%), AC contactors (11.50%), vacuum capacitors (5.33%), vacuum active devices (3.49%), and others (1.80%) [2] Market Performance - As of November 17, Guoli Electronics' stock price was 62.78 yuan per share, with a market capitalization of 5.984 billion yuan. The stock experienced a net outflow of 5.96 million yuan in principal funds [1] - The trading volume was 34.27 million yuan, with a turnover rate of 0.57% [1] Shareholder Information - As of September 30, 2025, Guoli Electronics had 5,709 shareholders, an increase of 6.23% from the previous period, with an average of 16,695 circulating shares per shareholder, a decrease of 5.87% [2] - The company has distributed a total of 98.36 million yuan in dividends since its A-share listing, with 68.31 million yuan distributed over the past three years [3]

Core Viewpoint - Guokui Electronics has shown significant stock performance with a year-to-date increase of 59.07% and a recent market capitalization of 6.135 billion yuan [1][2]. Financial Performance - For the period from January to September 2025, Guokui Electronics achieved a revenue of 937 million yuan, representing a year-on-year growth of 71.23% [2]. - The net profit attributable to shareholders for the same period was 55.7175 million yuan, reflecting a year-on-year increase of 111.21% [2]. Stock Market Activity - As of November 12, the stock price of Guokui Electronics was 64.36 yuan per share, with a trading volume of 56.2908 million yuan and a turnover rate of 0.93% [1]. - The stock has experienced a net inflow of 71,300 yuan from major funds, with significant buying and selling activities recorded [1]. Shareholder Information - As of September 30, the number of shareholders for Guokui Electronics was 5,709, an increase of 6.23% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 5.87% to 16,695 shares [2]. Dividend Distribution - Guokui Electronics has distributed a total of 98.3614 million yuan in dividends since its A-share listing, with 68.3135 million yuan distributed over the past three years [3]. Major Shareholders - As of September 30, 2025, the third-largest circulating shareholder is XINGQUAN Multi-Dimensional Value Mixed A, holding 2.8668 million shares, with no change in the number of shares held [3].

Core Insights - The stock of Guokai Electronics experienced a decline of 1.34% on November 11, with a trading volume of 58.43 million yuan [1] - The company reported a significant increase in revenue and net profit for the first nine months of 2025, with revenue reaching 937 million yuan, a year-on-year growth of 71.23%, and a net profit of 55.72 million yuan, up 111.21% year-on-year [2] Financing and Margin Trading - On November 11, Guokai Electronics had a financing buy-in amount of 6.30 million yuan, with a net financing buy of 0.53 million yuan, resulting in a total financing balance of 423 million yuan, which accounts for 7.03% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of financing activity [1] Shareholder and Dividend Information - As of September 30, the number of shareholders increased by 6.23% to 5,709, while the average number of circulating shares per person decreased by 5.87% to 16,695 shares [2] - The company has distributed a total of 98.36 million yuan in dividends since its A-share listing, with 68.31 million yuan distributed over the past three years [3]

Core Viewpoint - Guoli Electronics is facing a significant patent infringement lawsuit from Xiamen Hongfa, claiming damages of 60 million yuan related to four patents [2][5][7]. Group 1: Lawsuit Details - The lawsuit was filed on October 31, 2025, by Xiamen Hongfa against Guoli Electronics and its two subsidiaries [3][4]. - Xiamen Hongfa alleges that Guoli Electronics' DC contactor products infringe on its four patents [4][5]. - The patents in question are numbered ZL201821704410.4, ZL201922495119.1, ZL201510971669.X, and ZL201810135673.6 [4]. Group 2: Company Response - Guoli Electronics has strongly denied the infringement claims, asserting that there is substantial evidence to declare the four patents invalid [7]. - The company has initiated a request for invalidation of the patents with the National Intellectual Property Administration [7]. - Guoli Electronics maintains that its operations, including research, production, and sales, remain unaffected by the ongoing litigation [7]. Group 3: Financial Implications - The claimed compensation of 60 million yuan exceeds Guoli Electronics' net profit for the entire year of 2024, which was reported at 30.24 million yuan [8]. - For the first three quarters of 2025, the company reported a net profit of 55.72 million yuan [8].