从基金十大重仓股角度 数据显示，诺安基金旗下1只基金重仓盛科通信。诺安益鑫灵活配置混合A（002292）二季度持有股数 4.83万股，与上期相比持股数量不变，占基金净值比例为5.97%，位居第一大重仓股。根据测算，今日 浮盈赚取约29.03万元。 10月22日，盛科通信涨5.13%，截至发稿，报123.08元/股，成交4.03亿元，换手率1.66%，总市值504.63 亿元。 资料显示，苏州盛科通信股份有限公司位于江苏省苏州工业园区江韵路258号，成立日期2005年1月31 日，上市日期2023年9月14日，公司主营业务涉及以太网交换芯片及配套产品的研发、设计和销售。主 营业务收入构成为：以太网交换芯片72.43%，以太网交换芯片模组11.94%，以太网交换机10.48%，定 制化解决方案及其他3.18%，授权许可1.97%。 从盛科通信十大流通股东角度 数据显示，诺安基金旗下1只基金位居盛科通信十大流通股东。诺安成长混合A（320007）二季度持有 股数281.6万股，持股数量与上期相比不变，占流通股的比例为1.4%。根据测算，今日浮盈赚取约 1692.43万元。 诺安成长混合A（320007）成立日期20 ...

Group 1 - The core viewpoint of the news is the performance and financial status of Changguang Huaxin, which saw a stock price increase of 5.6% to 78.76 CNY per share, with a total market capitalization of 13.884 billion CNY [1] - Changguang Huaxin specializes in the research, manufacturing, and sales of semiconductor laser chips, devices, and modules, with its main revenue sources being high-power single-tube series (76.98%), VCSEL and optical communication chips (11.47%), high-power bar series (5.54%), and others [1] - The company was established on March 6, 2012, and went public on April 1, 2022, indicating a relatively recent entry into the public market [1] Group 2 - From the perspective of fund holdings, the Noan Fund has a significant position in Changguang Huaxin, with its Noan Yixin Flexible Allocation Mixed A fund holding 40,000 shares, representing 4.67% of the fund's net value [2] - The Noan Yixin Flexible Allocation Mixed A fund has achieved a year-to-date return of 34% and a one-year return of 77.14%, ranking 2120 out of 8174 and 1095 out of 7981 respectively in its category [2] - The fund manager, Chen Yanpeng, has been in charge for over five years, with the fund's total asset size reaching 3.078 billion CNY and a best return of 75.75% during his tenure [3]

Core Insights - The best-performing fund managed by Chen Yanpeng in the second quarter of 2025 is the Nuon He Xin Flexible Allocation Mixed Fund, with a quarterly net value increase of 3.55% [1][2] Fund Performance Summary - Nuon He Xin Flexible Allocation Mixed Fund (002560) has a scale of 27.13 billion yuan and an annualized return of 5.99%, with a quarterly increase of 3.55% [2] - Nuon Yi Xin Flexible Allocation Mixed A (002292) has a scale of 0.43 billion yuan, an annualized return of 6.85%, and a quarterly increase of 3.29% [2] - Nuon Yi Xin Flexible Allocation Mixed C (014550) has a scale of 0.08 billion yuan, an annualized return of 3.78%, and a quarterly increase of 3.18% [2] Investment Strategy and Stock Performance - During Chen Yanpeng's tenure as the manager of Nuon Yi Xin Flexible Allocation Mixed A, the cumulative return is 43.53% with an average annualized return of 7.44% [2] - The fund has made 111 adjustments to its heavy-weight stocks, with a success rate of 58.56%, resulting in two instances of doubling returns with a multiplier of 1.8 [2] Notable Stock Adjustments - Significant stock adjustments include: - Cambrian (688256) was bought in Q1 2023 and sold in Q1 2025, yielding an estimated return of 635.90% with a company performance growth of 65.56% [3][5] - Shengke Communication (688702) was bought in Q3 2024 and has been held for three quarters, yielding an estimated return of 95.79% with a company performance growth of 4.28% [3][5] - Yaguang Technology (300123) was bought in Q3 2020 and sold in Q1 2021, resulting in an estimated return of -40.67% with a company performance decline of 12.41% [4][5]