永赢上证科创板人工智能指数发起A（024774）成立日期2025年8月12日，最新规模6300.89万。成立以 来收益9.49%。 永赢上证科创板人工智能指数发起A（024774）基金经理为张璐。 截至发稿，张璐累计任职时间6年111天，现任基金资产总规模229.21亿元，任职期间最佳基金回报 108.47%， 任职期间最差基金回报-60.31%。 11月18日，晶晨股份涨5.15%，截至发稿，报84.28元/股，成交4.59亿元，换手率1.33%，总市值354.96 亿元。 资料显示，晶晨半导体(上海)股份有限公司位于上海市浦东新区秀浦路2555号漕河泾康桥商务绿洲E5, 香港湾仔皇后大道东183号合和中心46楼，成立日期2003年7月11日，上市日期2019年8月8日，公司主营 业务涉及系统级SoC芯片及周边芯片的研发、设计与销售。主营业务收入构成为：销售商品99.98%，租 赁服务0.02%。 从基金十大重仓股角度 数据显示，永赢基金旗下1只基金重仓晶晨股份。永赢上证科创板人工智能指数发起A（024774）三季 度持有股数15.04万股，占基金净值比例为6.04%，位居第六大重仓股。根据测算，今日浮盈赚 ...

Core Viewpoint - The stock of Amlogic Co., Ltd. experienced a decline of 2.01% on November 11, with a trading price of 82.48 yuan per share and a market capitalization of 34.732 billion yuan, indicating a mixed performance in recent trading days [1] Financial Performance - For the period from January to September 2025, Amlogic reported a revenue of 5.071 billion yuan, representing a year-on-year growth of 9.29%, and a net profit attributable to shareholders of 698 million yuan, reflecting a year-on-year increase of 17.51% [2] Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Amlogic was 21,900, a decrease of 1.08% from the previous period, with an average of 19,200 circulating shares per shareholder, which is an increase of 1.09% [2] - The stock has seen a net outflow of 20.8073 million yuan in principal funds, with significant buying and selling activity from large orders [1] Dividend Distribution - Amlogic has distributed a total of 257 million yuan in dividends since its A-share listing, with 208 million yuan distributed over the past three years [3] Institutional Holdings - Among the top ten circulating shareholders as of September 30, 2025, several institutional investors have reduced their holdings, including Xingquan Helun Mixed A and E Fund Shanghai Stock Exchange Sci-Tech Innovation Board 50 ETF [3]

Core Viewpoint - The stock of Amlogic Co., Ltd. has shown a mixed performance in recent trading sessions, with a year-to-date increase of 26.15% but a decline of 19.33% over the past 20 days, indicating volatility in its market performance [1][2]. Financial Performance - For the period from January to September 2025, Amlogic reported a revenue of 5.071 billion yuan, representing a year-on-year growth of 9.29%. The net profit attributable to shareholders was 698 million yuan, reflecting a growth of 17.51% compared to the previous year [2]. - Cumulatively, the company has distributed 257 million yuan in dividends since its A-share listing, with 208 million yuan distributed over the last three years [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Amlogic decreased to 21,900, a reduction of 1.08% from the previous period. The average number of circulating shares per shareholder increased by 1.09% to 19,200 shares [2]. - The stock's trading activity on November 7 showed a net inflow of 18.48 million yuan from main funds, with significant buying and selling activity from large orders [1].

Core Viewpoint - The stock price of Amlogic Co., Ltd. has declined for five consecutive days, with a total drop of 12.8% during this period, leading to a current trading price of 86.00 CNY per share and a market capitalization of 36.215 billion CNY [1] Company Overview - Amlogic Co., Ltd. is located in Shanghai and was established on July 11, 2003. The company went public on August 8, 2019. Its main business involves the research, design, and sales of system-level SoC chips and peripheral chips, with 99.98% of its revenue coming from product sales and 0.02% from leasing services [1] Fund Holdings - According to data, a fund under Bank of China Securities holds Amlogic shares as its third-largest position, with 200 shares representing 0.01% of the fund's net value. The fund has incurred a floating loss of approximately 2,526 CNY during the five-day decline [2] Fund Performance - The Bank of China Securities CSI 500 ETF Linked A fund was established on May 14, 2020, with a current size of 250 million CNY. Year-to-date, it has achieved a return of 27.32%, ranking 2112 out of 4216 in its category. Over the past year, the return is 25.04%, ranking 2111 out of 3889, and since inception, the return is 46.34% [2]

Group 1 - The core point of the news is that 晶晨股份 (Amlogic) has experienced a significant decline in its stock price, dropping 1.15% to 86.00 CNY per share, with a total market capitalization of 362.15 billion CNY and a cumulative drop of 12.8% over the past five days [1] - The company specializes in the research, design, and sales of system-level SoC chips and peripheral chips, with 99.98% of its revenue coming from product sales and 0.02% from leasing services [1] - The stock has seen a trading volume of 8.62 billion CNY and a turnover rate of 2.36% [1] Group 2 - From the perspective of fund holdings, 建信基金 (China Construction Bank Fund) has a significant position in 晶晨股份, with its 建信消费升级混合 (000056) fund holding 17,100 shares, representing 3.55% of the fund's net value [2] - The fund has incurred a floating loss of approximately 21.65 thousand CNY during the five-day decline, with a current floating loss of about 1.71 thousand CNY [2] - 建信消费升级混合 fund has a total scale of 53.68 million CNY and has achieved a year-to-date return of 5.34% [2] Group 3 - The fund manager of 建信消费升级混合 is 邱宇航, who has a tenure of 14 years and 117 days, with the fund's best return during his tenure being 124% and the worst being -6.31% [3] - The total asset scale of the fund is reported to be 53.68 million CNY [3]

截至发稿，赵治烨累计任职时间10年165天，现任基金资产总规模15.37亿元，任职期间最佳基金回报 129.47%， 任职期间最差基金回报-42.27%。 资料显示，晶晨半导体(上海)股份有限公司位于上海市浦东新区秀浦路2555号漕河泾康桥商务绿洲E5, 香港湾仔皇后大道东183号合和中心46楼，成立日期2003年7月11日，上市日期2019年8月8日，公司主营 业务涉及系统级SoC芯片及周边芯片的研发、设计与销售。主营业务收入构成为：销售商品99.98%，租 赁服务0.02%。 从基金十大重仓股角度 数据显示，上银基金旗下1只基金重仓晶晨股份。上银数字经济混合发起式A（021593）三季度持有股 数14.96万股，占基金净值比例为6.39%，位居第八大重仓股。根据测算，今日浮盈赚取约68.8万元。 上银数字经济混合发起式A（021593）成立日期2024年8月6日，最新规模2124.27万。今年以来收益 42.85%，同类排名1154/8162；近一年收益45.31%，同类排名924/8024；成立以来收益50.92%。 上银数字经济混合发起式A（021593）基金经理为赵治烨、惠军。 10月21日，晶晨股 ...

Core Viewpoint - The stock of Amlogic (晶晨股份) increased by 5.04% on October 9, reaching a price of 116.78 CNY per share, with a trading volume of 1.049 billion CNY and a turnover rate of 2.22%, resulting in a total market capitalization of 49.176 billion CNY [1] Company Overview - Amlogic (Shanghai) Co., Ltd. is located in Shanghai and was established on July 11, 2003, with its listing date on August 8, 2019. The company specializes in the research, design, and sales of system-level SoC chips and peripheral chips. The revenue composition is primarily from product sales at 99.98%, with leasing services contributing 0.02% [1] Fund Holdings - According to data from the top ten holdings of funds, Jin Yuan Shun An Fund has a significant position in Amlogic. The Jin Yuan Shun An Value Growth Mixed Fund (620004) held 19,100 shares in the second quarter, accounting for 1.94% of the fund's net value, making it the sixth-largest holding. The estimated floating profit for today is approximately 106,700 CNY [2] Fund Performance - The Jin Yuan Shun An Value Growth Mixed Fund (620004) is managed by Kong Xiangpeng and Han Chenyang. As of the latest update, Kong has been in charge for 8 years and 106 days, with a total fund size of 131 million CNY, achieving a best return of -0.87% and a worst return of -11.58% during his tenure. Han has managed the fund for 2 years and 224 days, with a total fund size of 788 million CNY, achieving a best return of 8.02% and a worst return of -9.27% during his tenure [3]

Core Viewpoint - On September 30, 2023, Amlogic Co., Ltd. saw a stock price increase of 5.15%, reaching 110.92 CNY per share, with a trading volume of 768 million CNY and a turnover rate of 1.68%, resulting in a total market capitalization of 46.709 billion CNY [1] Group 1: Company Overview - Amlogic Co., Ltd. is located in Shanghai and was established on July 11, 2003, with its IPO on August 8, 2019 [1] - The company specializes in the research, design, and sales of system-level SoC chips and peripheral chips, with 99.98% of its revenue coming from product sales and 0.02% from leasing services [1] Group 2: Fund Holdings - According to data, Bosera Fund has a significant holding in Amlogic Co., Ltd., with its Bosera Sci-Tech Innovation Board Artificial Intelligence ETF (588790) increasing its stake by 1.2316 million shares in the second quarter, bringing the total to 3.3748 million shares, which constitutes 5.65% of the fund's net value, ranking it as the seventh-largest holding [2] - The Bosera Sci-Tech Innovation Board Artificial Intelligence ETF (588790) was established on December 31, 2024, with a current size of 4.245 billion CNY and a year-to-date return of 70.35%, ranking 129 out of 4220 in its category [2]

Core Viewpoint - The stock of Amlogic Co., Ltd. has experienced fluctuations, with a recent decline of 2.06% and a year-to-date increase of 52.59%, indicating strong market interest and volatility in the semiconductor sector [1][2]. Financial Performance - For the first half of 2025, Amlogic reported a revenue of 3.33 billion yuan, representing a year-on-year growth of 10.42%, while the net profit attributable to shareholders was 497 million yuan, up 37.12% compared to the previous year [2]. - Cumulatively, the company has distributed 257 million yuan in dividends since its A-share listing, with 208 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 22,200, with an average of 18,993 shares held per shareholder, reflecting a slight increase [2]. - The top ten circulating shareholders include notable funds such as Xingquan Huirun Mixed A and Huaxia Shanghai Stock Exchange Sci-Tech Innovation Board 50 ETF, with varying changes in their holdings [3]. Market Activity - The stock's trading activity shows a net outflow of 13.29 million yuan from major funds, with significant buying and selling activity from large orders [1]. - The stock's performance over different time frames includes a 5.22% increase over the last five trading days and a 49.93% increase over the last 60 days, indicating strong momentum [1]. Company Overview - Amlogic, established on July 11, 2003, specializes in the research, design, and sales of system-level SoC chips and related products, with 99.98% of its revenue coming from product sales [1]. - The company operates within the semiconductor industry, focusing on digital chip design and is involved in various concept sectors including integrated circuits and automotive chips [1].

Core Viewpoint - The stock of Amlogic Co., Ltd. has experienced a decline of 2.01% on September 19, 2023, with a current price of 91.23 CNY per share, amidst significant trading activity and a notable net outflow of funds [1] Company Overview - Amlogic Co., Ltd. is based in Shanghai and specializes in the research, design, and sales of system-level SoC chips and related products, with 99.98% of its revenue coming from product sales and 0.02% from leasing services [1] - The company was established on July 11, 2003, and went public on August 8, 2019 [1] Financial Performance - For the first half of 2025, Amlogic reported a revenue of 3.33 billion CNY, reflecting a year-on-year growth of 10.42%, and a net profit attributable to shareholders of 497 million CNY, which is a 37.12% increase compared to the previous year [2] - Cumulatively, the company has distributed 257 million CNY in dividends since its A-share listing, with 208 million CNY distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Amlogic is 22,200, showing a slight increase of 0.02% from the previous period, with an average of 18,993 circulating shares per shareholder, up by 0.26% [2] - The top ten circulating shareholders include various funds, with notable changes in holdings among them, such as an increase in shares held by 兴全合润混合A and a decrease in shares held by 华夏上证科创板50成份ETF [3]