光大保德信信用添益债券A类（360013）基金经理为黄波。 截至发稿，黄波累计任职时间6年112天，现任基金资产总规模202.9亿元，任职期间最佳基金回报 104.78%， 任职期间最差基金回报14.07%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，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。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 1月26日，大业股份跌5.03%，截至发稿，报12.64元/股，成交2.60亿元，换手率5.91%，总市值43.20亿 元。 资料显示，山东大业股份有限公司位于山东省诸城市朱诸路北辛兴经济工业园，成立日期2003年11月24 日，上市日期2017年11月13日，公司主营业务涉及胎圈钢丝、钢帘线以及胶管钢丝的研发、生产和销 售。主营业务收入构成为：钢帘线49.77%，胎圈钢丝42.11%，胶管钢丝6.30% ...

Group 1 - The core point of the news is that Daye Co., Ltd. experienced a stock decline of 5.14%, with a current share price of 12.37 yuan, a trading volume of 225 million yuan, and a total market capitalization of 4.228 billion yuan [1] - Daye Co., Ltd. is located in Shandong Province and was established on November 24, 2003, with its listing date on November 13, 2017. The company specializes in the research, production, and sales of tire cord steel wire, steel wire for tire belts, and steel wire for hoses [1] - The main business revenue composition of Daye Co., Ltd. includes: steel wire for tire belts 49.77%, tire cord steel wire 42.11%, steel wire for hoses 6.30%, and other categories contributing 1.39% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Xinda Australia holds shares in Daye Co., Ltd. The fund "Xinao Ruiyixin Enjoy Mixed A" (025214) held 6,000 shares in the third quarter, accounting for 1.54% of the fund's net value, ranking as the fifth largest heavy stock [2] - The fund "Xinao Ruiyixin Enjoy Mixed A" was established on September 24, 2025, with a latest scale of 4.1388 million yuan and a year-to-date return of 3.08%, ranking 5710 out of 8846 in its category [2] Group 3 - The fund managers of "Xinao Ruiyixin Enjoy Mixed A" are Yang Zhe and Li Kebao. Yang Zhe has a cumulative tenure of 6 years and 148 days, with the fund's total asset scale at 4.1389 million yuan, achieving a best return of 44.7% and a worst return of -38.35% during his tenure [3] - Li Kebao has a cumulative tenure of 124 days, managing a fund asset scale of 312 million yuan, with a best return of 6.81% and a worst return of -1.25% during his tenure [3]

Core Viewpoint - The company has noted its involvement in the commercial aerospace sector and humanoid robotics concept, but these investments have minimal impact on its overall performance due to their small scale and ongoing development stages [1] Group 1: Aerospace Investment - The company holds a 4.216% stake in Hubei Sanjiang Aerospace Jiangbei Mechanical Engineering Co., which focuses on aerospace power systems and antenna covers [1] - The net profit from this investment is currently small, and it is classified as a financial investment with limited dividends or returns [1] Group 2: Robotics Development - The company's main business remains in the research, production, and sales of tire cord steel wire, steel cord, and rubber hose steel wire [1] - The robotic tendon products are still in the exploratory testing phase, with no mass production or substantial revenue generated yet [1] - There are significant uncertainties regarding the future of the company's related business in terms of technological development, product competitiveness, and profitability [1]

Core Viewpoint - The stock of Daye Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over two consecutive trading days on December 29 and 30, 2025 [1] Group 1: Company Operations - The company's production and operational conditions are normal, with no significant changes in the internal and external business environment [1] - Daye Co., Ltd. holds a 4.216% stake in Hubei Sanjiang Aerospace Jiangbei Mechanical Engineering Co., Ltd., which primarily engages in the research and production of aerospace power systems and antenna covers, although it currently has a relatively small net profit scale [1] Group 2: Main Business Focus - The company's main business remains focused on the research, production, and sales of tire cord steel wire, steel wire for fabric, and rubber hose steel wire [1] - The company's robotic tendon products have not yet entered mass production and have not generated substantial revenue, indicating significant uncertainty in terms of technological research and development, product competitiveness, and profitability for related businesses in the future [1]

Core Viewpoint - The company, Daye Co., Ltd. (603278.SH), has acknowledged its involvement in the commercial aerospace sector and humanoid robot concepts, but its primary business remains focused on the production and sales of tire cord steel wire, steel cord, and rubber hose steel wire [1] Group 1: Aerospace Investment - The company holds a 4.216% stake in Hubei Sanjiang Aerospace Jiangbei Mechanical Engineering Co., Ltd., which specializes in aerospace power systems and antenna covers, although its net profit is currently small [1] - The investment in the aerospace sector is classified as a financial investment, and due to the small equity stake, the impact on the company's performance from dividends or profits is minimal [1] Group 2: Humanoid Robot Concept - The company has been associated with the humanoid robot concept, but its existing business primarily focuses on tire cord steel wire, steel cord, and rubber hose steel wire [1] - The company's robotic tendon products have not yet been mass-produced and have not generated substantial revenue, with significant uncertainties regarding future technological development, product competitiveness, and profitability [1] Group 3: Market Impact - Aside from the aforementioned matters, the company has not identified any other media reports, market rumors, or trending concepts that could significantly affect its stock trading price [1]

Core Viewpoint - The company has acknowledged its involvement in the commercial aerospace sector and humanoid robotics concept, but its main business remains focused on tire cord steel wire, steel cord, and rubber hose steel wire production, with limited impact from these new ventures [1] Group 1: Aerospace Investment - The company holds a 4.216% stake in Hubei Sanjiang Aerospace Jiangbei Mechanical Engineering Co., which specializes in aerospace power systems and antenna covers, but currently has a small net profit scale [1] - The investment in the aerospace sector is classified as a financial investment, resulting in minimal impact on the company's overall performance due to the small equity stake [1] Group 2: Robotics Development - The company has been noted in the market for its involvement in humanoid robotics, but its existing business primarily focuses on tire cord steel wire, steel cord, and rubber hose steel wire [1] - The company's robotic tendon products have not yet entered mass production and have not generated substantial revenue, indicating significant uncertainty in technology development, product competitiveness, and profitability in this area [1]

Core Viewpoint - The company Daya Co., Ltd. (603278) has recently experienced unusual stock trading activity, attributed to its involvement in the commercial aerospace sector and humanoid robot concepts, although its main business remains focused on tire cord steel wire and related products [1] Group 1: Aerospace Investment - The company holds a 4.216% stake in Hubei Sanjiang Aerospace Jiangbei Mechanical Engineering Co., Ltd., which specializes in aerospace power systems and antenna covers, but currently has a small net profit scale [1] - The investment in the aerospace sector is classified as a financial investment, contributing minimally to the company's overall performance due to the small equity stake and limited dividend income [1] Group 2: Robotics Business - The company has been associated with humanoid robot concepts, but its existing robot tendon products have not yet entered mass production and have not generated substantial revenue [1] - There are significant uncertainties regarding the company's future capabilities in technology development, product competitiveness, and profitability in the robotics sector [1] Group 3: Main Business Focus - The company's primary operations continue to revolve around the research, production, and sales of tire cord steel wire, steel cord, and rubber hose steel wire [1]

Core Viewpoint - The stock of Shandong Daye Co., Ltd. experienced significant price fluctuations, with a cumulative increase of 39.97% from December 24 to December 29, 2025, raising concerns about potential market risks and high valuation compared to industry averages [2][4]. Group 1: Stock Performance and Market Risks - The stock price of the company showed an abnormal fluctuation, with a cumulative increase exceeding 20% over three consecutive trading days [2]. - On December 29, 2025, the stock closed at the daily limit price, indicating a strong market reaction [4]. - The company’s stock price increase raises concerns about potential subsequent declines due to overheated market sentiment and irrational speculation [4]. Group 2: Financial Metrics and Valuation Risks - The company’s price-to-book ratio is 2.40, which is higher than the industry average of 2.18 for the "C Manufacturing 33 Metal Products" sector [2][4]. - The company has faced challenges with low gross margins, reporting a gross margin of 1.76% in 2022, 8.31% in 2023, and a projected 2.90% in 2024, indicating limited profitability [3][6]. Group 3: Business Operations and Market Position - The company’s operational activities are currently normal, with no significant changes in market environment or industry policies [3]. - The company holds a 4.216% stake in Hubei Sanjiang Aerospace Jiangbei Mechanical Engineering Co., Ltd., which is involved in aerospace product development, but this investment has minimal impact on overall performance [5]. - The company is also associated with the humanoid robot concept, but its current main business remains focused on the production and sales of tire wire, with no substantial revenue from robotics yet [5].

Core Viewpoint - The company, Daye Co., Ltd. (603278.SH), has acknowledged recent market speculation regarding its involvement in the commercial aerospace sector and humanoid robotics, while clarifying that its primary business remains focused on the production and sales of tire cord steel wire, steel wire for rubber, and related products [1] Group 1: Investment in Aerospace - On June 30, 2021, the company made a cash investment of RMB 59.998 million in Hubei Sanjiang Aerospace Jiangbei Mechanical Engineering Co., Ltd., acquiring a 4.216% stake in the company [1] - Jiangbei Company specializes in the research and production of aerospace propulsion systems and antenna covers, but currently has a small net profit scale [1] - The investment is classified as a financial investment, with minimal impact on the company's overall performance due to the small equity stake and limited dividend income [1] Group 2: Robotics Business - The company has noted recent market discussions linking it to humanoid robotics, although its current robot tendon products have not yet entered mass production and have not generated substantial revenue [1] - There are significant uncertainties regarding the future of the company's robotics business in terms of technological development, product competitiveness, and profitability [1]

Core Viewpoint - The company has issued a risk warning regarding its stock trading, highlighting its limited involvement in the commercial aerospace sector and humanoid robot concepts, which have been recently discussed in the market [1] Group 1: Investment in Aerospace - The company holds a 4.216% stake in Hubei Sanjiang Aerospace Jiangbei Mechanical Engineering Co., which focuses on aerospace power systems and antenna covers [1] - The net profit from this investment is relatively small, and it is classified as a financial investment with minimal impact on the company's overall performance [1] Group 2: Humanoid Robot Concept - The company has been associated with the "humanoid robot concept stock" discussions in the market [1] - Its main business remains focused on the research, production, and sales of tire cord steel wire, steel cord, and rubber hose steel wire [1] - The company's robotic tendon products are not yet in mass production and have not generated substantial revenue, with significant uncertainties regarding future technological development, product competitiveness, and profitability [1]