今年来，A股无论是交投活跃度还是涨幅表现均十分亮眼，Choice数据显示，2025年前三季度A股总成交额达301.92万亿元，已超过2021年全年成交额的 257.28万亿元，刷新A股新纪录；市场表现方面，前三季度上证指数涨幅约为15.84%，深证成指涨约29.88%，创业板指涨超51%。 在此背景下，以股票投资为主的主动权益基金整体业绩显著回暖，公募排排网整理统计，截至三季度末，剔除2025年新成立的，现有主动权益基金共7262 只，前三季度收益均值为35.13%，其中收益在50%及以上的有1549只，占比约21.33%，收益在100%及以上的翻倍基有73只。为了给予投资者参考，笔者按 照基金规模（截至2025年二季度末，下同）分类，统计了今年前三季度收益TOP10的产品。 | 排名 基金代码 | 基金名称 | 基金经理 | 季度末 基金规模 | 刷三李博 收益(%) | | --- | --- | --- | --- | --- | | | | | (亿元) | | | 1 : 018125 | 永赢先进制造智选 | | | | | | 混合发起C | 张瑞 | 108.69 | 101.68 | | 2 ...

Group 1 - The core viewpoint of the news is that Suzhou Su Da Wei Ge Technology Group Co., Ltd. has seen a stock price increase of 5.01%, reaching 39.22 yuan per share, with a trading volume of 1.144 billion yuan and a turnover rate of 14.46%, resulting in a total market capitalization of 10.184 billion yuan [1] - The company, established on October 25, 2001, and listed on June 28, 2012, specializes in the design, development, and manufacturing of micro-nano optical products, with key manufacturing equipment and related technology research services [1] - The main business revenue composition includes micro-nano optical products and equipment at 87.32%, reflective materials at 12.00%, and others at 0.68% [1] Group 2 - Among the top ten circulating shareholders of Su Da Wei Ge, Ruiyuan Fund's Ruiyuan Growth Value Mixed A (007119) reduced its holdings by 261,800 shares in the second quarter, holding 12.4136 million shares, which accounts for 6.02% of the circulating shares [2] - The fund has achieved a floating profit of approximately 23.2134 million yuan today, with a total scale of 16.839 billion yuan and a year-to-date return of 62.35%, ranking 510 out of 8173 in its category [2] - Over the past year, the fund has returned 90.4%, ranking 884 out of 7996, and since its inception, it has achieved a return of 94.04% [2] Group 3 - The fund manager of Ruiyuan Growth Value Mixed A is Fu Pengbo, who has a cumulative tenure of 16 years and 255 days, with the fund's total asset scale at 18.666 billion yuan, achieving the best return of 429.69% and the worst return of -3.8% during his tenure [3] - Co-manager Zhu Lin has a cumulative tenure of 6 years and 185 days, with the same asset scale, achieving the best return of 94.31% and the worst return of 89.33% during his tenure [3]

Group 1 - The core viewpoint of the news is that Furuya Co., Ltd. experienced a decline in stock price by 5.01%, with a current share price of 81.50 yuan and a total market capitalization of 21.596 billion yuan [1] - Furuya Co., Ltd. is primarily engaged in the production and sales of pharmaceuticals related to liver diseases, as well as the research and sales of medical instruments and medical services [1] - The company's revenue composition is as follows: 67.57% from equipment and technology, 27.47% from pharmaceuticals, 4.30% from medical services, and 0.65% from other sources [1] Group 2 - Among the top ten circulating shareholders of Furuya Co., Ltd., a fund under Ruiyuan Fund holds a significant position, having reduced its holdings by 1.283 million shares in the second quarter [2] - Ruiyuan Growth Value Mixed A (007119) currently holds 5.5666 million shares, accounting for 2.38% of the circulating shares, with an estimated floating loss of approximately 23.9362 million yuan [2] - The fund has achieved a year-to-date return of 61.45% and a one-year return of 90.34%, ranking 498 out of 8172 and 831 out of 7980 respectively [2]

Group 1 - The core viewpoint of the news is that 欧陆通 has experienced a significant stock price increase of 5.06%, reaching 235.86 CNY per share, with a trading volume of 1.062 billion CNY and a turnover rate of 4.35%, resulting in a total market capitalization of 25.822 billion CNY [1] - 欧陆通, established on May 29, 1996, and listed on August 24, 2020, specializes in the research, production, and sales of switch power supply products, with 99.57% of its main business revenue coming from the computer, communication, and other electronic equipment manufacturing industry [1] Group 2 - From the perspective of the top ten circulating shareholders, 睿远基金 holds a position in 欧陆通, with its fund, 睿远成长价值混合A (007119), reducing its holdings by 185,200 shares in the second quarter, now holding 657,400 shares, which accounts for 0.61% of the circulating shares [2] - 睿远成长价值混合A (007119) has achieved a year-to-date return of 58.27%, ranking 519 out of 8246 in its category, and a one-year return of 86.03%, ranking 833 out of 8054 [2] Group 3 - The fund managers of 睿远成长价值混合A (007119) are 傅鹏博 and 朱璘, with 傅鹏博 having a tenure of 16 years and 246 days, achieving a best fund return of 429.69% during his tenure [3] - 朱璘 has a tenure of 6 years and 176 days, with a best fund return of 89.16% during his tenure [3]

Group 1 - The core viewpoint of the news is that 欧陆通's stock price increased by 5.11% to 213.90 CNY per share, with a trading volume of 1.012 billion CNY and a turnover rate of 4.41%, resulting in a total market capitalization of 23.418 billion CNY [1] - 欧陆通, established on May 29, 1996, and listed on August 24, 2020, is primarily engaged in the research, production, and sales of switch power supply products, with 99.57% of its main business revenue coming from the manufacturing of computers, communications, and other electronic devices [1] Group 2 - Among the top ten circulating shareholders of 欧陆通, the fund managed by 睿远基金 holds a significant position, having reduced its holdings by 185,200 shares in the second quarter, now holding 657,400 shares, which accounts for 0.61% of the circulating shares [2] - The 睿远成长价值混合A fund (007119) has achieved a year-to-date return of 47.16%, ranking 639 out of 8177 in its category, and a one-year return of 73.18%, ranking 1035 out of 7982 [2] Group 3 - The fund managers of 睿远成长价值混合A are 傅鹏博 and 朱璘, with 傅鹏博 having a tenure of 16 years and 241 days, achieving a best fund return of 429.69% during his tenure [3] - 朱璘 has a tenure of 6 years and 171 days, with a best fund return of 79.23% during his time managing the fund [3]

Group 1 - The core viewpoint of the news is that Suzhou Su Da Wei Ge Technology Group Co., Ltd. has shown a significant increase in stock price, with a rise of 5.48% to 31.58 CNY per share, and a trading volume of 632 million CNY, indicating strong market interest [1] - The company, established on October 25, 2001, and listed on June 28, 2012, specializes in the design, development, and manufacturing of micro-nano optical products, with 87.32% of its revenue coming from these products [1] - The company has a total market capitalization of 8.2 billion CNY, with a turnover rate of 10.18% [1] Group 2 - Among the top ten circulating shareholders of Su Da Wei Ge, the Ruiyuan Growth Value Mixed A Fund (007119) reduced its holdings by 261,800 shares in the second quarter, now holding 12.4136 million shares, which is 6.02% of the circulating shares [2] - The Ruiyuan Growth Value Mixed A Fund has achieved a year-to-date return of 50.77%, ranking 563 out of 8175 in its category, and a one-year return of 77.66%, ranking 865 out of 7982 [2] Group 3 - The fund manager of Ruiyuan Growth Value Mixed A is Fu Pengbo, who has a tenure of 16 years and 242 days, with the best fund return during his tenure being 429.69% [3] - Zhu Lin, the co-manager, has a tenure of 6 years and 172 days, with a best fund return of 75.88% during his tenure [3]

睿远成长价值混合A（007119）基金经理为傅鹏博、朱璘。 截至发稿，傅鹏博累计任职时间16年239天，现任基金资产总规模186.66亿元，任职期间最佳基金回报 387.41%， 任职期间最差基金回报-3.8%。 朱璘累计任职时间6年169天，现任基金资产总规模186.66亿元，任职期间最佳基金回报79.23%， 任职 期间最差基金回报74.67%。 9月8日，苏大维格跌5.02%，截至发稿，报31.98元/股，成交7.76亿元，换手率11.33%，总市值83.04亿 元。 资料显示，苏州苏大维格科技集团股份有限公司位于江苏省苏州工业园区新昌路68号，成立日期2001年 10月25日，上市日期2012年6月28日，公司主营业务涉及微纳光学产品的设计、开发与制造,关键制造设 备的研制和相关技术的研发服务。主营业务收入构成为：微纳光学产品及设备87.32%，反光材料产品 12.00%，其他0.68%。 从苏大维格十大流通股东角度 数据显示，睿远基金旗下1只基金位居苏大维格十大流通股东。睿远成长价值混合A（007119）二季度 减持26.18万股，持有股数1241.36万股，占流通股的比例为6.02%。根据测算，今 ...

Group 1: Haitong Development - Haitong Development achieved revenue of 1.8 billion in the first half of 2025, a year-on-year increase of 6.74%, but net profit attributable to shareholders dropped by 64% to 87 million, primarily due to declining market rates and ship repair impacts [1] - The company plans to expand its fleet to 100 vessels by 2028-2029, adding approximately 15 vessels annually, covering various ship types [1] - Haitong Development maintains an optimistic outlook for the dry bulk market in the second half of the year and the coming years, supported by favorable supply and demand factors [1] Group 2: Tianfu Communication - Tianfu Communication reported revenue of 2.456 billion in the first half of 2025, a year-on-year growth of 57.84%, with net profit reaching 899 million, up 37.46% [2] - The growth in active business is mainly driven by the increased delivery of high-speed active products, with the company continuously expanding its customer base [2] - The company is investing heavily in R&D to support new product development in collaboration with clients, while also managing production capacity to meet demand [2] Group 3: Ruifeng Fund - Ruifeng Fund, established in 2018, has an asset management scale of 46.215 billion, ranking 87th out of 210 in total public funds [3] - The fund's best-performing product over the past year is Ruifeng Growth Value Mixed A, with a latest unit net value of 1.69 and a growth of 65.71% in the past year [3]

Group 1: Ruijie Networks - Ruijie Networks reported that its data center product revenue growth in the first half of the year was primarily driven by internet clients, accounting for over 90% of revenue, with 400G products making up over 60% [1] - The demand for cloud computing infrastructure remains strong, with expected increased capital expenditure from the internet industry based on intelligent computing [1] - The company’s overseas revenue reached 1.145 billion yuan, a year-on-year increase of 48%, primarily targeting the SMB market, with the number of partners growing to 2,620 [1] Group 2: Baillie Gifford - Baillie Gifford is collaborating with BMS to develop iza-bren and has initiated three key overseas clinical trials for treating triple-negative breast cancer, EGFR-mutant non-small cell lung cancer, and urothelial carcinoma [2] - The company has nine DC drugs in clinical trials and one in the IND acceptance stage, with R&D expenses amounting to 1.038 billion yuan as of June 30 [2] - The company aims to become a leading entry-level multinational corporation in the oncology treatment field within five years [2] Group 3: Weiming Environmental - Weiming Environmental achieved revenue of 1.711 billion yuan from environmental project operations in the first half, an increase of 100 million yuan year-on-year, while equipment manufacturing revenue decreased by 300 million yuan to 2.175 billion yuan [3] - The company’s environmental operation business saw an increase in gross margin due to higher waste processing volumes and improved operational efficiency [3] - The company has received over 50 million yuan in national subsidies and is optimistic about the second half of the year [3]

Core Viewpoint - Maiwei Co., Ltd. (300751) reported a decline in revenue and net profit for the first half of 2025, while showing a significant recovery in gross margin, indicating a mixed performance amidst strategic advancements in the semiconductor and photovoltaic sectors [1][2]. Group 1: Company Performance - For the first half of 2025, Maiwei Co., Ltd. achieved operating revenue of 4.213 billion yuan, a year-on-year decrease of 13.48% [1] - The net profit attributable to shareholders was 394 million yuan, down 14.59% year-on-year [1] - The gross margin improved from 26.92% in the same period last year to 33.74% [1] Group 2: Strategic Focus - The company has established a strategic layout focusing on three key technology platforms: vacuum, laser, and precision equipment, targeting the solar photovoltaic, display, and semiconductor industries [1] - In the semiconductor front-end sector, the company is pursuing a differentiated development path, focusing on selective etching and atomic layer deposition, which are less competitive areas [2] - In photovoltaic technology, the company is advancing new technologies for HJT cells, aiming for an average power of 780W and a maximum power close to 800W by the end of the year [2] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders in Maiwei Co., Ltd. increased to 31,686, with an average holding value of 753,400 yuan and an average holding of 8,800 shares [2] - The top ten shareholders include the Ruiyuan Growth Value Mixed Fund, which has a significant stake in the company [3]