南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年14天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 180.57%， 任职期间最差基金回报-15.93%。 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。 11月19日，云南锗业涨5.11%，截至发稿，报27.98元/股，成交10.08亿元，换手率5.79%，总市值182.74 亿元。 资料显示，云南临沧鑫圆锗业股份有限公司位于云南省昆明市呈贡新区马金铺电力装备园魁星街666 号，成立日期1998年8月19日，上市日期2010年6月8日，公司主营业务涉及锗矿开采、火法富集、湿法 提纯、区熔精炼、精深加工及研究开发,目前主要产品为区熔锗锭、红外级锗单晶(光学元件)及锗镜片。 公司主导产品的最终运用领域主要包括红外光学、太阳能电池等行业。主营业务收入构成为：材料级锗 产品29.26%，光伏级锗产品23.34%，光纤级锗产品21.98%，红外级锗产品12.45%，化合物半导体材料 ...

截至11月10日，云南锗业股东户数10.04万，较上期增加9.89%；人均流通股6505股，较上期减少 9.00%。2025年1月-9月，云南锗业实现营业收入7.99亿元，同比增长58.89%；归母净利润1814.82万元， 同比减少38.43%。 分红方面，云南锗业A股上市后累计派现1.79亿元。近三年，累计派现3265.60万元。 机构持仓方面，截止2025年9月30日，云南锗业十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1642.79万股，相比上期增加1059.21万股。南方中证1000ETF（512100）位居第五大流通 股东，持股477.86万股，相比上期减少4.95万股。华夏中证1000ETF（159845）位居第八大流通股东， 持股283.94万股，相比上期减少5500.00股。 今年以来云南锗业已经3次登上龙虎榜，最近一次登上龙虎榜为11月7日，当日龙虎榜净买入-1.94亿 元；买入总计1.44亿元 ，占总成交额比8.87%；卖出总计3.38亿元 ，占总成交额比20.82%。 资料显示，云南临沧鑫圆锗业股份有限公司位于云南省昆明市呈贡新区马金铺电力装备园魁星街666 号，成立 ...

11月4日，云南锗业跌5.05%，截至发稿，报25.93元/股，成交6.80亿元，换手率3.94%，总市值169.35亿 元。 资料显示，云南临沧鑫圆锗业股份有限公司位于云南省昆明市呈贡新区马金铺电力装备园魁星街666 号，成立日期1998年8月19日，上市日期2010年6月8日，公司主营业务涉及锗矿开采、火法富集、湿法 提纯、区熔精炼、精深加工及研究开发,目前主要产品为区熔锗锭、红外级锗单晶(光学元件)及锗镜片。 公司主导产品的最终运用领域主要包括红外光学、太阳能电池等行业。主营业务收入构成为：材料级锗 产品29.26%，光伏级锗产品23.34%，光纤级锗产品21.98%，红外级锗产品12.45%，化合物半导体材料 10.54%，其他2.44%。 从云南锗业十大流通股东角度 责任编辑：小浪快报 截至发稿，崔蕾累计任职时间6年364天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 179.04%， 任职期间最差基金回报-15.93%。 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， ...

Core Viewpoint - Yunnan Ge Industry has shown a significant increase in stock price and financial performance, indicating strong market interest and growth potential in the germanium sector [1][2]. Financial Performance - As of October 20, 2025, Yunnan Ge Industry achieved a revenue of 529 million yuan, representing a year-on-year growth of 52.10% [2]. - The net profit attributable to shareholders reached 22.15 million yuan, marking a substantial increase of 339.60% year-on-year [2]. - The company's stock price has increased by 38.95% year-to-date, although it has experienced a slight decline of 2.24% over the past five trading days [1]. Stock Market Activity - On October 24, the stock price rose by 2.14% to 26.22 yuan per share, with a trading volume of 73.87 million yuan and a turnover rate of 0.43% [1]. - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) twice this year, with the most recent appearance on August 20 [1]. Shareholder Information - As of October 20, 2025, the number of shareholders increased to 109,500, up by 3.35% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 3.24% to 5,963 shares [2]. Business Overview - Yunnan Ge Industry, established in 1998 and listed in 2010, specializes in germanium mining, refining, and deep processing, with key products including zone-refined germanium ingots and infrared-grade germanium single crystals [2]. - The revenue composition includes material-grade germanium products (29.26%), photovoltaic-grade germanium products (23.34%), and fiber-optic-grade germanium products (21.98%) [2]. Dividend Distribution - Since its A-share listing, Yunnan Ge Industry has distributed a total of 179 million yuan in dividends, with 32.66 million yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, major shareholders include Hong Kong Central Clearing Limited and various ETFs, indicating growing institutional interest in the company [3].

Core Insights - Yunnan Ge Industry's stock price decreased by 2.01% on October 20, closing at 26.28 CNY per share, with a total market capitalization of 17.164 billion CNY [1] - The company has seen a year-to-date stock price increase of 39.27%, but has experienced a decline of 14.20% over the last five trading days [1] Company Overview - Yunnan Lincang Xinyuan Ge Industry Co., Ltd. was established on August 19, 1998, and listed on June 8, 2010 [2] - The company specializes in germanium ore mining, refining, and deep processing, with main products including zone-refined germanium ingots and infrared-grade germanium single crystals [2] - The revenue composition includes material-grade germanium products (29.26%), photovoltaic-grade germanium products (23.34%), and fiber-optic-grade germanium products (21.98%) [2] Financial Performance - For the first half of 2025, Yunnan Ge Industry reported revenue of 529 million CNY, a year-on-year increase of 52.10%, and a net profit of 22.1498 million CNY, up 339.60% [2] - The company has distributed a total of 1.79 billion CNY in dividends since its A-share listing, with 32.656 million CNY distributed over the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 5.10% to 106,000, with an average of 6,162 circulating shares per shareholder, an increase of 5.38% [2][3] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, indicating a diversified ownership structure [3]

Core Points - Yunnan Ge Industry experienced a decline of 5.03% on October 14, with a stock price of 29.09 CNY per share and a trading volume of 1.591 billion CNY, resulting in a total market capitalization of 18.999 billion CNY [1] Company Overview - Yunnan Lincang Xinyuan Ge Industry Co., Ltd. was established on August 19, 1998, and listed on June 8, 2010. The company specializes in the mining, smelting, and processing of germanium, with main products including zone-refined germanium ingots, infrared-grade germanium single crystals, and germanium lenses [1] - The primary application areas for the company's main products are infrared optics and solar cells. The revenue composition of the main business includes: material-grade germanium products (29.26%), photovoltaic-grade germanium products (23.34%), optical fiber-grade germanium products (21.98%), infrared-grade germanium products (12.45%), compound semiconductor materials (10.54%), and others (2.44%) [1] Shareholder Information - Among the top circulating shareholders of Yunnan Ge Industry, a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) increased its holdings by 917,000 shares in the second quarter, totaling 4.8281 million shares, which accounts for 0.74% of the circulating shares. The estimated floating loss today is approximately 7.4353 million CNY [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY. Year-to-date returns are 27.62%, ranking 1969 out of 4220 in its category; over the past year, returns are 40.32%, ranking 1346 out of 3857; and since inception, returns are 12.94% [2]

Group 1 - Yunnan Ge Industry's stock increased by 5.09%, reaching 29.91 CNY per share, with a trading volume of 833 million CNY and a turnover rate of 4.47%, resulting in a total market capitalization of 19.535 billion CNY [1] - The company, established on August 19, 1998, and listed on June 8, 2010, specializes in germanium mining, smelting, purification, and deep processing, with main products including zone-refined germanium ingots and infrared-grade germanium single crystals [1] - The revenue composition of the company's main products includes material-grade germanium products (29.26%), photovoltaic-grade germanium products (23.34%), optical fiber-grade germanium products (21.98%), infrared-grade germanium products (12.45%), compound semiconductor materials (10.54%), and others (2.44%) [1] Group 2 - Huaxia Fund's Huaxia CSI 1000 ETF (159845) entered the top ten circulating shareholders of Yunnan Ge Industry in the second quarter, holding 2.8449 million shares, which is 0.44% of the circulating shares, with an estimated floating profit of approximately 4.1252 million CNY [2] - The Huaxia CSI 1000 ETF was established on March 18, 2021, with a latest scale of 38.227 billion CNY, achieving a year-to-date return of 27.78% and a one-year return of 34.64% [2]

Core Viewpoint - Yunnan Ge Industry has shown significant stock performance with a year-to-date increase of 54.37%, indicating strong market interest and potential growth in the sector [1][2]. Company Overview - Yunnan Ge Industry, established on August 19, 1998, and listed on June 8, 2010, is located in Kunming, Yunnan Province. The company specializes in the mining, refining, and processing of germanium, with key products including zone-refined germanium ingots and infrared-grade germanium single crystals [2]. - The company's revenue composition includes material-grade germanium products (29.26%), photovoltaic-grade germanium products (23.34%), optical fiber-grade germanium products (21.98%), infrared-grade germanium products (12.45%), compound semiconductor materials (10.54%), and others (2.44%) [2]. Financial Performance - For the first half of 2025, Yunnan Ge Industry reported a revenue of 529 million yuan, representing a year-on-year growth of 52.10%. The net profit attributable to shareholders was approximately 22.15 million yuan, showing a substantial increase of 339.60% compared to the previous year [2]. - The company has distributed a total of 179 million yuan in dividends since its A-share listing, with 32.66 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Yunnan Ge Industry had 111,700 shareholders, a decrease of 6.67% from the previous period. The average number of circulating shares per shareholder increased by 7.15% to 5,848 shares [2]. - Notable institutional shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 2.38 million shares, and two ETFs, Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, which also increased their stakes [3].

Core Viewpoint - Yunnan Ge Industry has shown significant financial performance with a notable increase in revenue and net profit, indicating strong growth potential in the market [2] Financial Performance - For the first half of 2025, Yunnan Ge Industry achieved operating revenue of 529 million yuan, representing a year-on-year growth of 52.10% [2] - The net profit attributable to shareholders reached 22.15 million yuan, marking a substantial increase of 339.60% compared to the previous year [2] Stock Market Activity - On September 30, Yunnan Ge Industry's stock rose by 3.21%, with a trading volume of 1.496 billion yuan [1] - The company experienced a net financing outflow of 75,700 yuan on the same day, with a total financing balance of 1.556 billion yuan, accounting for 8.19% of its market capitalization [1] - The stock's financing balance is above the 90th percentile of the past year, indicating a high level of investor interest [1] Shareholder Information - As of September 19, the number of shareholders for Yunnan Ge Industry was 111,700, a decrease of 6.67% from the previous period [2] - The average number of circulating shares per shareholder increased by 7.15% to 5,848 shares [2] Dividend Distribution - Since its A-share listing, Yunnan Ge Industry has distributed a total of 179 million yuan in dividends, with 32.66 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, increasing its holdings by 2.381 million shares [3] - Southern CSI 1000 ETF and Huaxia CSI 1000 ETF also increased their holdings, indicating growing institutional interest in the company [3]

Company Overview - Yunnan Ge Industry Co., Ltd. is located in Kunming, Yunnan Province, and was established on August 19, 1998, with its listing date on June 8, 2010. The company specializes in germanium mining, smelting, purification, and deep processing, with main products including zone-refined germanium ingots, infrared-grade germanium single crystals, and germanium lenses [1]. Financial Performance - As of September 30, Yunnan Ge Industry's stock price increased by 5% to 29.40 CNY per share, with a trading volume of 586 million CNY and a turnover rate of 3.10%. The total market capitalization reached 19.202 billion CNY [1]. Revenue Composition - The revenue composition of Yunnan Ge Industry is as follows: material-grade germanium products account for 29.26%, photovoltaic-grade germanium products 23.34%, optical fiber-grade germanium products 21.98%, infrared-grade germanium products 12.45%, compound semiconductor materials 10.54%, and others 2.44% [1]. Shareholder Information - Among the top ten circulating shareholders of Yunnan Ge Industry, a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) increased its holdings by 917,000 shares in the second quarter, bringing its total to 4.8281 million shares, which represents 0.74% of the circulating shares [2]. Fund Performance - The Southern CSI 1000 ETF (512100) has a total asset size of 649.53 billion CNY and has achieved a year-to-date return of 27.27%, ranking 2099 out of 4220 in its category. Over the past year, it has delivered a return of 47.41%, ranking 1424 out of 3846 [2].