数据显示，国泰海通资管旗下1只基金重仓高德红外。国泰海通中证500指数增强A（014155）三季度增 持87.28万股，持有股数328.29万股，占基金净值比例为1.14%，位居第二大重仓股。根据测算，今日浮 盈赚取约269.2万元。 1月12日，高德红外涨5.05%，截至发稿，报17.05元/股，成交25.08亿元，换手率4.42%，总市值728.16 亿元。 资料显示，武汉高德红外股份有限公司位于湖北省武汉市东湖开发区黄龙山南路6号，成立日期2004年7 月13日，上市日期2010年7月16日，公司主营业务涉及红外热成像技术为核心的综合光电系统及完整武 器系统的研制与生产。主营业务收入构成为：红外综合光电及完整装备系统96.47%，传统弹药及信息 化弹药2.95%，房屋出租0.27%，其他0.25%，技术服务0.06%。 从基金十大重仓股角度 邓雅琨累计任职时间1年242天，现任基金资产总规模36.77亿元，任职期间最佳基金回报57.11%， 任职 期间最差基金回报3.64%。 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 ...

12月30日，高德红外跌1.01%，截至发稿，报14.66元/股，成交2055.69万元，换手率0.04%，总市值 626.09亿元。高德红外股价已经连续3天下跌，区间累计跌幅4.51%。 国泰海通中证500指数增强A（014155）基金经理为胡崇海、邓雅琨。 截至发稿，胡崇海累计任职时间4年17天，现任基金资产总规模136.84亿元，任职期间最佳基金回报 74.47%， 任职期间最差基金回报0%。 邓雅琨累计任职时间1年229天，现任基金资产总规模36.77亿元，任职期间最佳基金回报47.21%， 任职 期间最差基金回报-1.12%。 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 资料显示，武汉高德红外股份有限公司位于湖北省武汉市东湖开发区黄龙山南路6号，成立日期2004年7 月13日，上市日期2010年7月16日，公司主营业务涉及红外热成像技术为核心的综合光电系统及完整武 器系统的研制与生产。主营业务收入构成为：红外综合光电及完整装备系统96.4 ...

Core Viewpoint - Gaode Infrared's stock performance shows a slight decline, with significant trading activity and high financing levels, indicating investor interest and potential volatility in the near term [1][2]. Financing Summary - On November 17, Gaode Infrared experienced a financing buy-in of 52.16 million yuan, with a net buy of 4.92 million yuan, while the total financing and securities balance reached 1.089 billion yuan [1]. - The current financing balance of 1.081 billion yuan accounts for 1.96% of the circulating market value, exceeding the 90th percentile of the past year, indicating a high level of financing activity [1]. - In terms of securities lending, 91,000 shares were repaid, with 171,200 shares sold, amounting to 2.21 million yuan in sales, and a remaining securities lending balance of 723.91 million yuan, also at a high level [1]. Business Performance - As of September 30, Gaode Infrared reported a total revenue of 3.068 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 69.27%, while the net profit attributable to shareholders reached 582 million yuan, a staggering increase of 1058.95% [2]. - The company's main business revenue composition includes 96.47% from infrared comprehensive optoelectronic and complete equipment systems, 2.95% from traditional and information-based ammunition, and minor contributions from rental and technical services [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 133,600, with an average of 25,433 circulating shares per person, a decrease of 3.93% from the previous period [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder, holding 59.23 million shares, while new entrants and reductions in holdings were noted among other institutional investors [3].

Group 1 - The core viewpoint of the news is that Gaode Infrared has seen a stock price increase of 5.09%, reaching 13.43 yuan per share, with a trading volume of 741 million yuan and a total market capitalization of 57.356 billion yuan [1] - Gaode Infrared, established on July 13, 2004, and listed on July 16, 2010, specializes in infrared thermal imaging technology and the development and production of comprehensive optoelectronic systems and complete weapon systems [1] - The company's main business revenue composition includes: 96.47% from infrared comprehensive optoelectronic and complete equipment systems, 2.95% from traditional ammunition and information-based ammunition, 0.27% from property leasing, 0.25% from other sources, and 0.06% from technical services [1] Group 2 - From the perspective of fund holdings, one fund under Guojin Fund has a significant position in Gaode Infrared, with the Guojin Xinyue Economic New Momentum A fund holding 229,800 shares, accounting for 4.96% of the fund's net value, ranking as the seventh largest holding [2] - The Guojin Xinyue Economic New Momentum A fund was established on November 18, 2020, with a latest scale of 34.2203 million yuan, and has achieved a year-to-date return of 8.61%, ranking 6183 out of 8145 in its category [2] - The fund has experienced a one-year loss of 4.16%, ranking 7884 out of 8059, and a cumulative loss of 8.5% since its inception [2]

Group 1 - The core viewpoint of the news is that Gaode Infrared has seen a significant increase in stock price, with a rise of 5.09% to 13.43 CNY per share, and a total market capitalization of 57.356 billion CNY [1] - Gaode Infrared, established on July 13, 2004, specializes in infrared thermal imaging technology and comprehensive optoelectronic systems, with 96.47% of its revenue coming from infrared systems and complete weapon systems [1] - The company is located in Wuhan, Hubei Province, and was listed on July 16, 2010 [1] Group 2 - According to data, the Fangzheng Fubang Core Advantage Mixed A Fund holds 300,000 shares of Gaode Infrared, representing 9.38% of the fund's net value, making it the second-largest holding [2] - The fund has achieved a year-to-date return of 18.63% and a one-year return of 19.11%, ranking 4602 out of 8145 and 3720 out of 8059 in its category, respectively [2] - The fund manager, Wu Hao, has been in position for 7 years and 142 days, with the best fund return during his tenure being 109.88% [3]

Core Insights - On November 11, Gaode Infrared experienced a decline of 2.76% with a trading volume of 706 million yuan, indicating a significant market reaction [1] - The company reported a net financing outflow of 939.78 million yuan on the same day, with a total financing and securities balance of 1.068 billion yuan [1] - For the first nine months of 2025, Gaode Infrared achieved a revenue of 3.068 billion yuan, reflecting a year-on-year growth of 69.27%, and a net profit of 582 million yuan, marking a substantial increase of 1058.95% [2] Financing and Trading Activity - On November 11, the financing buy-in for Gaode Infrared was 57.204 million yuan, while the financing repayment amounted to 66.602 million yuan, indicating a high level of trading activity [1] - The current financing balance of 1.063 billion yuan represents 1.96% of the circulating market value, which is above the 90th percentile of the past year, suggesting a high level of investor interest [1] - In terms of securities lending, 21,100 shares were repaid while 48,500 shares were sold, with a total selling amount of 615,900 yuan, indicating active short-selling [1] Shareholder and Dividend Information - As of September 30, the number of shareholders for Gaode Infrared reached 133,600, an increase of 4.10% from the previous period, while the average circulating shares per person decreased by 3.93% to 25,433 shares [2] - Since its A-share listing, Gaode Infrared has distributed a total of 2.279 billion yuan in dividends, with 487 million yuan distributed over the last three years [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 59.2265 million shares, a decrease of 1.8437 million shares from the previous period, while new shareholder Longxin National Defense Military Quantitative Mixed A holds 23.7077 million shares [3]

Group 1 - The stock price of Gaode Infrared has dropped by 3.82% on November 4, reaching 13.33 CNY per share, with a trading volume of 897 million CNY and a turnover rate of 1.97%, resulting in a total market capitalization of 56.929 billion CNY [1] - Gaode Infrared has experienced a continuous decline in stock price for three consecutive days, with a cumulative drop of 6.78% during this period [1] - The company, established on July 13, 2004, and listed on July 16, 2010, specializes in the research and production of infrared thermal imaging technology and comprehensive optoelectronic systems, with 96.47% of its revenue coming from these core businesses [1] Group 2 - The Oriental Alpha Fund has a significant holding in Gaode Infrared, with the Oriental Alpha Zhaoyang Mixed A Fund (011184) holding 2.1544 million shares, accounting for 7.28% of the fund's net value, making it the seventh-largest holding [2] - The fund has incurred a floating loss of approximately 1.1418 million CNY today, with total floating losses of 2.0898 million CNY during the three-day decline [2] - The Oriental Alpha Zhaoyang Mixed A Fund was established on March 17, 2021, with a current scale of 278 million CNY, and has reported a year-to-date loss of 12.61% [2]

Group 1 - The core point of the news is that Gaode Infrared's stock has experienced a decline of 3.82% on November 4, with a cumulative drop of 6.78% over three consecutive days, leading to a market capitalization of 56.929 billion yuan [1] - Gaode Infrared, established on July 13, 2004, and listed on July 16, 2010, specializes in infrared thermal imaging technology and the development and production of comprehensive optoelectronic systems and complete weapon systems [1] - The company's main business revenue composition includes 96.47% from infrared comprehensive optoelectronic and complete equipment systems, 2.95% from traditional and information-based ammunition, 0.27% from property leasing, 0.25% from other sources, and 0.06% from technical services [1] Group 2 - From the perspective of fund holdings, one fund under Guotai Haitong Asset Management has heavily invested in Gaode Infrared, with an increase of 872,800 shares in the third quarter, bringing the total to 3.2829 million shares, which accounts for 1.14% of the fund's net value [2] - The fund, Guotai Haitong CSI 500 Index Enhanced A (014155), has a current scale of 2.316 billion yuan and has achieved a return of 32.63% this year, ranking 1597 out of 4216 in its category [2] - The fund managers, Hu Chonghai and Deng Yakuan, have had varying tenures and performance, with Hu having a tenure of 3 years and 326 days and a best return of 76.86%, while Deng has a tenure of 1 year and 173 days with a best return of 45.06% [2]

Group 1 - The core point of the article highlights the recent decline in the stock price of Gaode Infrared, which has dropped 3.82% to 13.33 CNY per share, with a total market capitalization of 56.929 billion CNY and a cumulative decline of 6.78% over three consecutive days [1] - Gaode Infrared, established on July 13, 2004, and listed on July 16, 2010, specializes in infrared thermal imaging technology and the development and production of comprehensive optoelectronic systems and complete weapon systems. The main business revenue composition includes 96.47% from infrared comprehensive optoelectronic and complete equipment systems, 2.95% from traditional and information-based ammunition, 0.27% from property leasing, 0.25% from other sources, and 0.06% from technical services [1] Group 2 - From the perspective of fund holdings, the Shangyin Fund has one fund heavily invested in Gaode Infrared. The Shangyin CSI 500 Index Enhanced A Fund (009613) held 90,900 shares in the third quarter, accounting for 1.78% of the fund's net value, ranking as the ninth largest holding. The estimated floating loss today is approximately 48,200 CNY, with a cumulative floating loss of 88,200 CNY over the three-day decline [2] - The Shangyin CSI 500 Index Enhanced A Fund (009613) was established on July 1, 2020, with a latest scale of 39.9342 million CNY. Year-to-date returns are 21.73%, ranking 2667 out of 4216 in its category, while the one-year return is 21.33%, ranking 2528 out of 3896. Since inception, the fund has achieved a return of 21.82% [2] Group 3 - The fund managers of the Shangyin CSI 500 Index Enhanced A Fund (009613) are Zhai Yunfei and Chu Guobin. As of the report, Zhai Yunfei has a cumulative tenure of 9 years and 277 days, managing a total fund asset size of 391 million CNY, with the best fund return during his tenure being 59.43% and the worst being -12.79%. Chu Guobin has a cumulative tenure of 2 years and 279 days, managing a total fund asset size of 63.1998 million CNY, with the best return of 19.69% and the worst return of 4.6% during his tenure [3]

Core Viewpoint - Gaode Infrared has experienced a significant stock price increase, with a 16.27% rise over the past four days, indicating strong market interest and potential investor confidence in the company’s performance [1]. Company Overview - Gaode Infrared, established on July 13, 2004, and listed on July 16, 2010, is based in Wuhan, Hubei Province. The company specializes in infrared thermal imaging technology and the development and production of comprehensive optoelectronic systems and complete weapon systems [1]. - The main revenue sources for Gaode Infrared are as follows: 96.47% from infrared comprehensive optoelectronic and complete equipment systems, 2.95% from traditional and informationized ammunition, 0.27% from property leasing, 0.25% from other sources, and 0.06% from technical services [1]. Shareholder Analysis - The Southern Fund's Southern CSI 500 ETF (510500) is among the top ten circulating shareholders of Gaode Infrared. In the third quarter, it reduced its holdings by 451,400 shares, maintaining 24,844,500 shares, which represents 0.73% of the circulating shares. The estimated floating profit today is approximately 11.43 million yuan, with a total floating profit of 48.70 million yuan during the four-day price increase [2]. - The Southern CSI 500 ETF (510500) was established on February 6, 2013, with a current scale of 140.098 billion yuan. Year-to-date returns are 30.12%, ranking 1776 out of 4216 in its category, while the one-year return is 26.55%, ranking 1724 out of 3877 [2]. Fund Performance - The Southern CSI 500 Enhanced Strategy ETF (560100) holds 64,600 shares of Gaode Infrared, accounting for 1.1% of the fund's net value, making it the fourth-largest holding. The estimated floating profit today is about 29,700 yuan, with a total floating profit of 126,600 yuan during the four-day price increase [4]. - This fund was established on January 26, 2022, with a current scale of 72.2298 million yuan. Year-to-date returns are 30.24%, ranking 1763 out of 4216, while the one-year return is 28.47%, ranking 1565 out of 3877 [4].