截至发稿，孔宪政累计任职时间4年275天，现任基金资产总规模46.07亿元，任职期间最佳基金回报 81.64%， 任职期间最差基金回报-16.74%。 王海畅累计任职时间3年37天，现任基金资产总规模25.29亿元，任职期间最佳基金回报68.86%， 任职 期间最差基金回报-18.8%。 从建研设计十大流通股东角度 数据显示，诺安基金旗下1只基金位居建研设计十大流通股东。诺安多策略混合A（320016）二季度新 进十大流通股东，持有股数64.45万股，占流通股的比例为0.91%。根据测算，今日浮亏损失约56.07万 元。 诺安多策略混合A（320016）成立日期2011年8月9日，最新规模13.99亿。今年以来收益66.58%，同类 排名172/8194；近一年收益133.99%，同类排名58/7963；成立以来收益221.5%。 诺安多策略混合A（320016）基金经理为孔宪政、王海畅。 8月27日，建研设计跌5.05%，截至发稿，报16.35元/股，成交1.18亿元，换手率9.94%，总市值18.31亿 元。 资料显示，安徽省建筑设计研究总院股份有限公司位于安徽省合肥经济技术开发区繁华大道7699号，成 ...

王海畅累计任职时间3年37天，现任基金资产总规模25.29亿元，任职期间最佳基金回报68.86%， 任职 期间最差基金回报-18.8%。 数据显示，诺安基金旗下1只基金位居飞鹿股份十大流通股东。诺安多策略混合A（320016）二季度新 进十大流通股东，持有股数129.34万股，占流通股的比例为0.92%。根据测算，今日浮亏损失约69.84万 元。 诺安多策略混合A（320016）成立日期2011年8月9日，最新规模13.99亿。今年以来收益66.58%，同类 排名172/8194；近一年收益133.99%，同类排名58/7963；成立以来收益221.5%。 诺安多策略混合A（320016）基金经理为孔宪政、王海畅。 截至发稿，孔宪政累计任职时间4年275天，现任基金资产总规模46.07亿元，任职期间最佳基金回报 81.64%， 任职期间最差基金回报-16.74%。 从基金十大重仓股角度 8月27日，飞鹿股份跌5.05%，截至发稿，报10.16元/股，成交4.00亿元，换手率17.57%，总市值22.24亿 元。 资料显示，株洲飞鹿高新材料技术股份有限公司位于湖南省株洲市荷塘区香榭路98号，成立日期1998年 ...

8月27日，雪浪环境跌5.07%，截至发稿，报5.43元/股，成交4009.79万元，换手率2.48%，总市值18.09 亿元。 资料显示，无锡雪浪环境科技股份有限公司位于江苏省无锡市滨湖区蠡湖大道2020号，成立日期2001年 2月12日，上市日期2014年6月26日，公司主营业务涉及烟气净化与灰渣处理系统设备的研发、生产、系 统集成、销售及服务,环保项目运营。主营业务收入构成为：垃圾焚烧发电54.98%，工业废物处理 27.15%，钢铁17.38%，其他0.49%。 从雪浪环境十大流通股东角度 数据显示，诺安基金旗下1只基金位居雪浪环境十大流通股东。诺安多策略混合A（320016）二季度新 进十大流通股东，持有股数190.72万股，占流通股的比例为0.66%。根据测算，今日浮亏损失约55.31万 元。 诺安多策略混合A（320016）成立日期2011年8月9日，最新规模13.99亿。今年以来收益66.58%，同类 排名172/8194；近一年收益133.99%，同类排名58/7963；成立以来收益221.5%。 责任编辑：小浪快报 诺安多策略混合A（320016）基金经理为孔宪政、王海畅。 截至发稿，孔宪 ...

2025年8月26日，麦趣尔(002719.SZ)发布2025年半年度报告。截至2025年8月26日，共有7个机构投资者 披露持有麦趣尔A股股份，合计持股量达5427.66万股，占麦趣尔总股本的31.17%。其中，机构投资者 包括新疆麦趣尔集团有限责任公司、昌吉州国有资产投资经营集团有限公司、麦趣尔集团股份有限公 司-2022年员工持股计划、麦趣尔集团股份有限公司-2022年员工持股计划、深圳市上古投资管理有限公 司-上古投资瑞喜2号私募证券投资基金、深圳红荔湾投资管理有限公司-红荔湾山海策略价值成长1号私 募证券投资基金、中国建设银行股份有限公司-诺安多策略股票型证券投资基金，机构投资者合计持股 比例达31.17%。相较于上一季度，机构持股比例合计下跌了0.31个百分点。 公募基金方面，本期较上一季度新披露的公募基金共计1个，即诺安多策略混合A。 ...

以下文章来源于公募排排网 ，作者观在看 公募排排网 . 看财经、查排名、买基金，就上公募排排网，申购费低至0.001折。 本文首发于公众号"公募排排网"。（点击↑↑上图查看详情） 导语 今年以来，A股市场情绪向好，赛道轮动热点不断，这种结构性行情为量化产品获取超额收益营造了良好的市场环境。 公募排排网 数据显 示，截至 8月15日，有近1年业绩显示的公募量化产品共1059只，1031只产品实现正收益，正收益占比高达97.36%。 此外，近1年收益在 50%以上的公募量化产品共286只，4只实现翻 倍。 在AI赋能，市场流动性助攻下，量化投资优势尽显。为了给予更有价值的信息，本文将按不同投资类型，分别梳理出近1年收益前二十的公募 量化产品，供投资者参考。 （ 点此查看量化基金近一年收益TOP20名单 ） 资料显示，基金经理俞诚于2009年进入申万菱信基金，2014年开始做专户投资，2015年转型做公募产品管理，再到2016年发行公司第一只中 证500增强产品，慢慢开启了他的投资之路，到2024年底，基金经理俞诚已具备近10年的投资经验，公募管理经验也有8年时间。 代 看 菲 Q 公募排排网公众号 数据来源:公募 ...

Group 1: Zhenghai Magnetic Materials (正海磁材) - In the first half of 2025, Zhenghai Magnetic Materials achieved total revenue of 3.057 billion yuan, a year-on-year increase of 20.42%, but net profit decreased by 24.39% [1] - The company experienced improved operational efficiency in Q1, but faced profit pressure in Q2 due to changes in the international economic environment and intensified domestic market competition [1] - Product shipments increased by over 20% year-on-year, with shipments in the energy-saving and new energy vehicle markets growing by over 30% [1] Group 2: Shengyi Electronics (生益电子) - Shengyi Electronics reported a 91.00% increase in revenue and a 452.11% increase in net profit for the first half of 2025, driven by optimized product structure and a higher proportion of high-value-added products [2] - The company is focusing on the 800G high-speed switch market in telecommunications and enhancing its presence in the automotive electronics sector [2] - The Thai production base project is progressing steadily, having received investment incentives, and the smart computing center's first phase has begun trial production [2] Group 3: Desay SV (德赛西威) - Desay SV achieved revenue of 14.644 billion yuan in the first half of 2025, a year-on-year increase of 25.25%, with net profit rising by 45.82% [3] - The company has established overseas branches and commenced production in factories located in Indonesia and Mexico, with a smart factory in Spain expected to start mass production in 2026 [3] - The smart driving business generated revenue of 4.147 billion yuan, reflecting a year-on-year growth of 55.49%, while the smart cockpit business saw sales of 9.459 billion yuan, up 18.76% [3] Group 4: Livzon Pharmaceutical Group (丽珠集团) - Livzon Pharmaceutical Group anticipates single-digit revenue growth for the year, with profit growth expected to outpace revenue growth [4] - The company has submitted a listing application for P-CAB tablets and expects approval for injection products in the first half of 2029 [4] - The market potential for microsphere products is significant, with ongoing development in long-acting microsphere formulations and psychiatric products [4]

Core Insights - The quantitative fund industry has seen a resurgence in 2023, with significant growth in both public and private quantitative funds, but managers are adopting a cautious approach due to recent market volatility [4][5][10] - The integration of AI into quantitative strategies is becoming increasingly prevalent, enhancing risk management and diversifying sources of excess returns [16][18] Group 1: Performance and Growth - Public quantitative funds have shown impressive performance, with an average return exceeding 10% year-to-date, and several funds achieving net value increases of over 20% [7] - As of June 30, 2023, the total scale of public quantitative funds reached approximately 7774 billion, reflecting a quarterly growth trend [7] - The number of newly established public quantitative funds has surged to 233 in 2023, nearly doubling from the previous year, with issuance scale approaching 550 billion [7] Group 2: Market Dynamics and Caution - The strong performance of small-cap stocks has attracted significant capital into quantitative products, but many funds are implementing purchase limits to signal a more cautious market outlook [6][10] - The market has experienced a style shift, leading to substantial performance pullbacks for some quantitative products, prompting managers to adopt a "cold thinking" approach [9][10] Group 3: Risk Management and Strategy Adjustments - Many quantitative fund managers are enhancing their risk management strategies, focusing on style exposure and investor guidance to mitigate potential downturns [13][14] - The trend of style crowding in small-cap stocks has raised concerns about future performance, leading to a more balanced approach in portfolio construction [12][13] Group 4: Embracing AI - The quantitative fund sector is increasingly leveraging AI to improve risk management and enhance the diversity of excess return sources, with many firms actively recruiting AI talent [16][17] - AI is being integrated into various aspects of quantitative investment, from data collection to model optimization, significantly improving investment efficiency [18]

Group 1 - Huakang Clean (301235.SZ) released its semi-annual report for 2025 on July 30, 2025, with 10 institutional investors holding a total of 19.8267 million shares, accounting for 18.78% of the total share capital [1] - The top ten institutional investors include Sunshine Life Insurance Co., Ltd. - Dividend Insurance Product, Wuhan Kanghui Investment Management Center (Limited Partnership), and several others, with their combined holding ratio increasing by 0.56 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Nuon An Multi-Strategy Mixed A, increased its holdings by 0.20%, while two new public funds were disclosed, including Anxin Medical Health Stock A and China Merchants CSI 1000 Index Enhanced A [2] - In the insurance capital sector, Sunshine Life Insurance Co., Ltd. - Dividend Insurance Product reduced its holdings by 1.0% compared to the previous quarter [2] - Three new foreign institutional investors were disclosed, including BARCLAYS BANK PLC, J.P. Morgan Securities PLC - proprietary funds, and Goldman Sachs LLC [2]

Market Overview - The market has recently experienced an upward trend, reaching 3500 points, with active trading volumes around 1.5 trillion [1] - The technology growth sector has shown greater elasticity, with frequent rotation of market hotspots [1] Fund Performance - Active equity funds have outperformed index funds, with several funds showing remarkable performance [1] - A list of funds that have doubled in value over the past year has been compiled, focusing on active equity funds [2] Notable Funds - **Zhongou Digital Economy Mixed Fund A**: Achieved a daily increase of 7.02%, entering the "doubling fund" category, driven by Nvidia's approval to export H20 chips [3] - **Yongying Advanced Manufacturing Smart Selection Mixed Fund A**: Focuses on AI infrastructure and applications, with a high concentration in the AI sector [5] - **Ping An Advanced Manufacturing Theme Stock Fund A**: Managed by a former traditional automotive engineer, showing a diversified portfolio across various sectors [6] - **Zhonghang Trend Navigation Mixed Fund A**: Also emphasizes investment in the robotics industry, with a focus on machine learning and AI applications [7] Fund Holdings - **Zhongou Digital Economy Mixed Fund A**: Major holdings include Zhongji Xuchuang, with a 10.18% allocation, and other tech stocks [4] - **Ping An Advanced Manufacturing Theme Stock Fund A**: The top ten holdings account for only 36.90% of the portfolio, indicating a diversified approach [6] - **Zhonghang Trend Navigation Mixed Fund A**: Similar to other funds, it has a strong focus on the robotics sector, awaiting further updates from the second quarter report [7] Future Outlook - Fund managers express confidence in the potential of Chinese companies in the global AI landscape, anticipating significant innovations in core technologies [5]

Group 1 - The core viewpoint of the news is that as of April 25, 2025, a total of 37 institutional investors hold shares in 泰慕士 (Taimushi), with a combined holding of 58.12 million shares, representing 53.12% of the total share capital [1] - The top ten institutional investors collectively hold 53.04% of the shares, which is a decrease of 0.39 percentage points compared to the previous quarter [1] - The newly disclosed public funds in this period total 30, including notable funds such as 诺安多策略混合A and 富国中证体育产业指数A [2] Group 2 - There is one new foreign institutional investor disclosed in this period, which is 招商证券国际有限公司-客户资金 [3]