截至发稿，苏文杰累计任职时间7年36天，现任基金资产总规模97.34亿元，任职期间最佳基金回报 167.69%， 任职期间最差基金回报5.18%。 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。 数据显示，广发基金旗下1只基金位居金晶科技十大流通股东。广发优势成长股票A（011425）三季度 新进十大流通股东，持有股数642.92万股，占流通股的比例为0.45%。根据测算，今日浮盈赚取约 180.02万元。 广发优势成长股票A（011425）成立日期2021年2月9日，最新规模18.38亿。今年以来收益32.97%，同 类排名946/4206；近一年收益31.33%，同类排名1100/3983；成立以来亏损49.95%。 广发优势成长股票A（011425）基金经理为苏文杰。 11月25日，金晶科技涨5.04%，截至发稿，报5.84元/股，成交1.33亿元，换手率1.65%，总市值82.77亿 元。 资料显示，山东金晶科技股份有限公司位于山东省淄博市高新技术开发区宝石镇王庄 ...

Core Viewpoint - Jinjing Technology's stock price has experienced fluctuations, with a recent decline of 2.13% and a total market capitalization of 8.462 billion yuan, reflecting a mixed performance in the market [1]. Financial Performance - For the period from January to September 2025, Jinjing Technology reported operating revenue of 3.461 billion yuan, a year-on-year decrease of 31.63%, and a net profit attributable to shareholders of -270 million yuan, a significant decline of 190.80% [2]. - The company has cumulatively distributed 999.2 million yuan in dividends since its A-share listing, with 205 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Jinjing Technology was 92,400, a decrease of 2.29% from the previous period, with an average of 15,341 circulating shares per shareholder, an increase of 1.52% [2]. - The top ten circulating shareholders include notable entities such as Southern CSI 1000 ETF and Hong Kong Central Clearing Limited, with changes in their holdings indicating shifts in investor sentiment [3].

Core Viewpoint - Jin Jing Technology's stock has shown a significant increase in price and trading volume, indicating positive market sentiment despite a decline in revenue and net profit for the year [1][2]. Financial Performance - For the period from January to September 2025, Jin Jing Technology reported a revenue of 3.461 billion yuan, a year-on-year decrease of 31.63% [2]. - The company experienced a net loss attributable to shareholders of 270 million yuan, representing a year-on-year decline of 190.80% [2]. Stock Market Activity - On November 14, Jin Jing Technology's stock price rose by 2.60%, reaching 6.72 yuan per share, with a trading volume of 243 million yuan and a turnover rate of 2.63% [1]. - The company's total market capitalization is 9.525 billion yuan [1]. - Year-to-date, the stock price has increased by 19.89%, with a 2.60% rise in the last five trading days, a 37.99% increase over the last 20 days, and a 36.03% increase over the last 60 days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Jin Jing Technology was 92,400, a decrease of 2.29% from the previous period [2]. - The average number of circulating shares per person increased by 1.52% to 15,341 shares [2]. Dividend Distribution - Since its A-share listing, Jin Jing Technology has distributed a total of 999.2 million yuan in dividends, with 205 million yuan distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included Southern CSI 1000 ETF, which held 9.1478 million shares, a decrease of 75,200 shares from the previous period [3]. - Hong Kong Central Clearing Limited increased its holdings by 868,000 shares, holding a total of 8.9295 million shares [3]. - Guangfa Advantage Growth Stock A entered the top ten circulating shareholders with a holding of 6.4292 million shares [3].

Core Insights - The UAE Float Glass Company has launched the construction of its second production line in the Khalifa Economic Zone in Abu Dhabi, with an investment exceeding 600 million dirhams [1] - Upon completion, the company will be the only manufacturer in the Gulf region with dual float glass production lines [1] - The new production line will introduce "ultra-clear glass" production technology to the region for the first time and will work in synergy with existing equipment to produce high-end architectural, photovoltaic, and industrial glass [1]

Core Viewpoint - The recent "14th Five-Year Plan" emphasizes the importance of new energy as a pillar industry, positioning Jinjing Technology (600586.SH) as a leader in ultra-white glass, aligning with national urban renewal and dual carbon goals, and advancing its green building and energy strategies [1] Group 1: Company Performance and Developments - Jinjing Technology reported a revenue of 3.461 billion yuan for the first nine months of 2023 [1] - The company has established TCO glass production lines in Zibo and Tengzhou, with products already applied in leading domestic perovskite battery companies, capturing a significant market share [1] - The company is actively expanding its TCO sales team to enhance domestic and international customer outreach, with expectations for gradual sales growth as the domestic perovskite industry develops [1] Group 2: Market Trends and Projections - The TCO glass market in China is projected to reach 12 billion yuan in 2024 and 18 billion yuan in 2025, with a compound annual growth rate of approximately 16% [2] - The global TCO glass market is expected to grow from 67.6 million USD in 2025 to 208.2 million USD by 2032, with a compound annual growth rate of 17.43% from 2025 to 2032 [2] Group 3: Technological Advancements - Jinjing Technology announced a 495 million yuan investment plan for upgrading TCO coating processes, aiming for an annual production capacity of 20 million square meters of ultra-white TCO coated glass [2] - The company completed a 90-day cold repair and upgrade of its No. 5 ultra-white glass production line, which is the first of its kind in China, enhancing its production capabilities and expected optical transmittance from 91.5% to 92% [2] Group 4: Shareholder Engagement - Jinjing Technology plans to repurchase shares worth 100 million to 200 million yuan, having already repurchased 20.8 million shares, representing 1.47% of its total share capital [3] - The share repurchase reflects the company's confidence in its long-term value and commitment to protecting investor interests [3]

Core Viewpoint - Jin Jing Technology (金晶科技) is focusing on product differentiation and optimizing its product structure to adapt to market changes, while also reducing production costs and enhancing its position in the TCO glass market [1][2][3] Group 1: Financial Performance - For the first nine months of 2025, the company achieved a revenue of 3.461 billion yuan [1] - The company has repurchased 20.7979 million shares, accounting for 1.47% of its total share capital, with a total repurchase amount exceeding 100 million yuan [3] Group 2: Market Position and Strategy - Jin Jing Technology is a leading player in the ultra-white glass market in China, aligning its strategy with national urban renewal and dual carbon goals [1] - The company is advancing in the TCO glass segment, having broken the long-standing foreign technology monopoly, significantly increasing the domestic market share of core materials for perovskite batteries [1][2] Group 3: Production and Technological Advancements - The company is upgrading its TCO glass production line with an investment of 49.5 million yuan, aiming for an annual production capacity of 20 million square meters of TCO coated glass [2] - Recent upgrades to the No. 5 ultra-white glass production line are expected to enhance the light transmittance from 91.5% to 92%, improving the photovoltaic conversion rate of TCO conductive glass products [2] Group 4: Future Outlook - The TCO glass market in China is projected to reach 12 billion yuan in 2024 and 18 billion yuan in 2025, with a compound annual growth rate of approximately 16% [2] - The global TCO glass market is expected to grow from 676 million USD in 2025 to 2.082 billion USD by 2032, with a compound annual growth rate of 17.43% from 2025 to 2032 [2]

Core Viewpoint - Shandong Jinjing Technology Co., Ltd. reported a revenue of 3.461 billion yuan for the first three quarters of 2025, focusing on product differentiation and cost reduction strategies to adapt to market changes [1][2] Group 1: Financial Performance - The company achieved a revenue of 3.461 billion yuan in the first three quarters of 2025 [1] - As of September 30, the company had repurchased 20.7979 million shares, accounting for 1.47% of its total share capital, with a total repurchase amount exceeding 100 million yuan [2] Group 2: Product Development and Innovation - The company is enhancing its product offerings by increasing the proportion of high value-added products and implementing cost reduction measures [1] - A significant upgrade to the No. 5 ultra-white glass production line was completed, improving the light transmittance from 91.5% to 92%, which is expected to enhance the performance of TCO conductive glass products [1] Group 3: Market Position and Strategy - The company has established TCO glass production lines in Zibo and Tengzhou, capturing a significant market share in the domestic perovskite battery sector [2] - A 495 million yuan investment plan was announced for upgrading TCO coating processes, aiming for an annual production capacity of 20 million square meters of ultra-white TCO coated glass [2]

Group 1 - The core point of the news is that Jinjing Technology's stock price increased by 5.09%, reaching 5.16 CNY per share, with a trading volume of 260 million CNY and a turnover rate of 3.64%, resulting in a total market capitalization of 7.313 billion CNY [1] - Jinjing Technology, established on December 31, 1999, and listed on August 15, 2002, is located in Zibo, Shandong Province, and primarily engages in the production and sales of float glass, online coated glass, and ultra-white glass [1] - The company's main business revenue composition includes glass at 67.75%, soda ash at 31.18%, and other supplementary products at 1.07% [1] Group 2 - Among the top ten circulating shareholders of Jinjing Technology, Huaxia Fund's Huaxia CSI 1000 ETF (159845) entered the list in the second quarter, holding 5.4439 million shares, which accounts for 0.38% of the circulating shares [2] - The Huaxia CSI 1000 ETF has a total scale of 45.469 billion CNY and has achieved a year-to-date return of 26.93%, ranking 2086 out of 4216 in its category [2] - The fund has a one-year return of 24.39%, ranking 1929 out of 3877, and a cumulative return since inception of 27.71% [2]

Group 1 - The core point of the news is that Jinjing Technology's stock price increased by 5.09%, reaching 5.16 CNY per share, with a trading volume of 260 million CNY and a turnover rate of 3.64%, resulting in a total market capitalization of 7.313 billion CNY [1] - Jinjing Technology, established on December 31, 1999, and listed on August 15, 2002, is located in Zibo, Shandong Province, and primarily engages in the production and sale of float glass, online coated glass, and ultra-white glass [1] - The company's main business revenue composition is as follows: glass accounts for 67.75%, soda ash for 31.18%, and other supplementary products for 1.07% [1] Group 2 - Among the top ten circulating shareholders of Jinjing Technology, a fund under Southern Fund holds a significant position, with the Southern CSI 1000 ETF (512100) increasing its holdings by 1.7352 million shares in the second quarter, totaling 9.223 million shares, which represents 0.65% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY, and has achieved a year-to-date return of 27.01%, ranking 2080 out of 4216 in its category [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 358 days, managing a total fund asset size of 122.76 billion CNY, with the best fund return during the tenure being 170.06% [3]

Core Viewpoint - Jin Jing Technology's stock price increased by 6.48% to 5.26 CNY per share, with a trading volume of 260 million CNY and a turnover rate of 3.63%, resulting in a total market capitalization of 7.455 billion CNY [1] Company Overview - Shandong Jin Jing Technology Co., Ltd. is located in Zibo City, Shandong Province, established on December 31, 1999, and listed on August 15, 2002. The company primarily engages in the production and sales of float glass, online coated glass, and ultra-white glass [1] - The revenue composition of the company's main business includes: glass 67.75%, soda ash 31.18%, and others (supplementary) 1.07% [1] Shareholder Information - Among the top ten circulating shareholders of Jin Jing Technology, a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) increased its holdings by 1.7352 million shares in the second quarter, totaling 9.223 million shares, which accounts for 0.65% of the circulating shares [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 25.67%, ranking 1948 out of 4220 in its category; the one-year return is 67.42%, ranking 1298 out of 3814; and since inception, the return is 11.21% [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has a cumulative tenure of 6 years and 323 days, managing total fund assets of 94.976 billion CNY, with the best fund return during the tenure being 139.52% and the worst being -15.93% [2]