证券之星消息，根据市场公开信息及8月26日披露的机构调研信息，睿远基金近期对2家上市公司进行了调研，相关名单如下： 睿远基金成立于2018年，截至目前，资产管理规模(全部公募基金)462.15亿元，排名87/210；资产管理规模(非货币公募基金)462.15亿元，排名 77/210；管理公募基金数10只，排名154/210；旗下公募基金经理6人，排名135/210。旗下最近一年表现最佳的公募基金产品为睿远成长价值混合 A，最新单位净值为1.69，近一年增长65.71%。 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。 1）海通发展 （睿远基金参与公司路演活动&2025年干散货航运市场研讨论坛暨海通发展高管交流活动） 调研纪要：海通发展2025年上半年实现营收18亿元，同比增长6.74%，但归母净利润下滑64%至0.87亿元，主要受市场运价下降及修船影响。公司 计划到2028-2029年自有运力达100艘，每年新增约15艘，涵盖多种船型。目前船价高位，造船需2028年后交付，待规模达百船后考虑造船。有息 负债12.21亿，有息负债率19 ...

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]

公募基金方面，本期较上一期持股增加的公募基金共计10个，主要包括睿远成长价值混合A、招商价值 成长混合A、招商核心价值混合、招商行业领先混合A、招商大盘蓝筹混合等，持股增加占比达 0.35%。本期较上一季度持股减少的公募基金共计14个，主要包括东方红京东大数据混合A、东方红睿 轩三年定开混合、兴业能源革新股票A、东方红新动力混合A、东方红智华三年持有混合A等，持股减 少占比达0.54%。本期较上一季度新披露的公募基金共计10个，主要包括华商稳健双利债券A、国泰价 值精选灵活配置混合A、银华核心动力精选混合A、银华创新动力优选混合A、招商裕华混合等。本期 较上一季未再披露的公募基金共计7个，主要包括华泰柏瑞价值增长混合A、红土创新新科技股票、中 金优势领航一年持有混合A、富国大盘核心资产混合、汇添富新能源精选混合发起式A等。 2025年8月22日，博迁新材(605376.SH)发布2025年半年度报告。截至2025年8月21日，共有41个机构投 资者披露持有博迁新材A股股份，合计持股量达1.38亿股，占博迁新材总股本的52.64%。其中，前十大 机构投资者包括宁波广弘元创业投资合伙企业(有限合伙)、宁波申扬创业 ...

Core Viewpoint - The report provides an overview of the performance and investment strategy of the Ruiyuan Growth Value Mixed Securities Investment Fund, highlighting its focus on value investment in growth-oriented companies while maintaining a high level of asset allocation in equities. Fund Overview - Fund Name: Ruiyuan Growth Value Mixed Fund - Fund Manager: Ruiyuan Fund Management Co., Ltd. - Fund Custodian: China Merchants Bank Co., Ltd. - Total Fund Shares at Period End: 14,443,991,288.58 shares [1] - Investment Objective: To achieve long-term, sustainable, and stable excess returns through in-depth research and analysis of listed companies [1]. Financial Indicators and Fund Performance - Ruiyuan Growth Value Mixed A Fund Net Value Growth Rate: 5.80% for the past three months, 8.39% for the past six months, and 17.21% for the past year [3][8]. - Ruiyuan Growth Value Mixed C Fund Net Value Growth Rate: 5.70% for the past three months, 8.18% for the past six months, and 16.73% for the past year [2][8]. - The fund's performance benchmark is a composite of 60% CSI 800 Index, 20% CSI Hong Kong Stock Connect Composite Index, and 20% Shanghai Government Bond Index [1]. Investment Strategy - The fund employs a strategy of selecting stocks from companies with growth potential while controlling risks [1]. - The fund's asset allocation strategy is adjusted based on macroeconomic trends, market conditions, and industry cycles [1]. - The fund maintains a high equity allocation, with over 92% of assets in stocks during the reporting period [7]. Portfolio Composition - Total Value of Stock Assets: 17,202,390,429.11 RMB, accounting for 91.48% of total fund assets [5]. - Total Value of Bond Assets: 924,048,980.83 RMB, accounting for 4.91% of total fund assets [5]. - The fund has significant investments in sectors such as electronics, internet technology, precision manufacturing, and pharmaceuticals [7]. Market Context - The report discusses the impact of U.S.-China trade negotiations on the market, noting fluctuations in tariffs and their effects on global markets [6]. - It highlights the resilience of domestic exports despite challenges and anticipates a potential decline in exports due to demand and inventory factors [6]. - The report also mentions the acceleration of special bond issuance and infrastructure investment as potential drivers for economic growth in the second half of the year [7].

Group 1 - The core point of the news is that Juxing Technology has experienced a decline in stock price over four consecutive trading days, with a cumulative drop of -9.27% [1] - Juxing Technology, established in 1993, is recognized as a leading global tool enterprise [1] - The fund Ruiyuan Growth Value Mixed A, managed by Ruiyuan Fund, is among the top ten shareholders of Juxing Technology and has reduced its holdings in the last quarter of the previous year [1] Group 2 - The Ruiyuan Growth Value Mixed A fund has a year-to-date return of -6.33%, ranking 4090 out of 4559 in its category [1] - The fund's performance over different periods shows a near-term drop of -12.35% in the last month, while the average for its category is -7.13% [2] - The fund is managed by Fu Pengbo and Zhu Lin, both of whom have extensive experience in the investment industry [3][4]

Group 1 - Guanghui Energy has experienced a decline for three consecutive trading days, with a cumulative drop of -0.54% [1] - Guanghui Energy Co., Ltd. was founded in 1994 and listed on the Shanghai Stock Exchange in May 2000, transitioning to a specialized energy development company in 2012 [1] - The company is currently one of the few private enterprises in China that possesses coal, oil, and gas resources simultaneously [1] Group 2 - Ruiyuan Fund's Ruiyuan Growth Value Mixed A is among the top ten shareholders of Guanghui Energy, having increased its holdings in the fourth quarter of last year [1] - The fund has reported a year-to-date return of -7.26%, ranking 4172 out of 4590 in its category [1] Group 3 - The fund managers of Ruiyuan Growth Value Mixed A are Fu Pengbo and Zhu Lin, both holding master's degrees and having extensive experience in the finance and investment sectors [3][4] - Fu Pengbo has a cumulative tenure of over 15 years in fund management, while Zhu Lin has been with Ruiyuan Fund since August 2018 [4][5] Group 4 - Ruiyuan Fund Management Co., Ltd. was established in October 2018, with Chen Guangming holding 49.92% of the shares, followed by Fu Pengbo with 12% [5] - The company currently has 12 shareholders, with various ownership percentages among them [5]