Group 1: Ice Wheel Environment (000811) - The company aims to promote global sustainable development, focusing on artificial environment control technology and energy utilization technology [1] - In the first half of 2025, the company achieved revenue of 3.12 billion yuan, a year-on-year decline of 7%, and a net profit attributable to shareholders of 266 million yuan, down 20% year-on-year [1] - Main products include compressors and heat exchangers, covering a temperature range of -271℃ to 200℃, with a full range of magnetic suspension compressor products [1] - The company provides cooling equipment for data centers and has been included in the Ministry of Industry and Information Technology's list of advanced applicable technology products for national green data centers [1] - In the nuclear power sector, the company has developed cooling and waste heat recovery technologies for multiple nuclear power plants and has successfully developed helium compressors for controlled nuclear fusion applications [1] - The industrial thermal management business has launched a comprehensive solution for industrial thermal control, achieving efficient recovery and utilization of waste energy [1] Group 2: Tianrun Industrial (002283) - The company reported a revenue growth of 40%-50% in the large horsepower business in the first half of the year, with a doubling of revenue from connecting rods [2] - New production lines are gradually being put into operation, with a projected capacity increase of nearly 50% next year [2] - The gross margin for large horsepower products is comparable to that of heavy-duty truck products and is expected to exceed it after scaling up production [2] - The company has a production ratio of 62.05% for crankshafts, 22.39% for connecting rods, and 7.29% for air suspension systems [2] - Major clients include BYD, Fiat, and SAIC, with a planned dividend of 224 million yuan for 2024 and a proposed distribution of 0.5 yuan per 10 shares in the first half of 2025 [2] - The company is interested in automation upgrades and has shown interest in industrial robot processing and applications [2] - Development and road testing for electric steering business are nearly complete, with successful product trials [2] - The impact of new energy heavy trucks is limited, and the company is expanding its chassis business and focusing on new materials and high-end manufacturing [2] Group 3: Jin Xin Fund - Established in 2015, the fund currently has an asset management scale of 13.87 billion yuan, ranking 133rd out of 210 [3] - The non-monetary public fund asset management scale is 10.358 billion yuan, ranking 119th out of 210 [3] - The fund manages 46 public funds, ranking 108th out of 210, with 9 fund managers, ranking 112th out of 210 [3] - The best-performing public fund product in the past year is Jin Xin Multi-Strategy Selected Mixed A, with a latest net value of 2.03 and a growth of 129.22% over the past year [3]

Group 1: Haitai Ruisheng - The revenue growth in Q1 2025 is primarily driven by the iteration of multimodal large models, high-quality image/video data acquisition, increased demand for scenario-based text data, and the operation of the Southeast Asia data delivery system [1] - The company is exploring the development of public data resources, training data annotation talents, and building local data annotation bases [1] - Haitai Ruisheng has become an important data service provider in collaboration with operators, with future data demand expected to continue growing [1] - Key revenue growth points for 2025 include the evolution of multimodal AI technology, deep applications in vertical industries, and the operation of the Southeast Asia data delivery system [1] - The company’s core competitiveness lies in its dual-mode service products, technical platform capabilities, supply chain resource management, and data security and compliance capabilities [1] Group 2: Wanrun New Energy - In Q1, the company achieved a shipment of 74,000 tons, representing a year-on-year increase of 138%, with strong industry demand and an expected increase in shipments in Q2 [2] - Despite rising prices of some raw materials like MP and ferrous sulfate, the company has managed cost pressures through expanded procurement channels, staggered purchasing, and enhanced supply chain and inventory management [2] - The company plans to deepen cooperation with strategic customers to expand market share and enhance global competitiveness [2] - The sodium battery materials are expected to exceed 200 tons in shipments in 2024, applied in small electric vehicles and low-speed four-wheelers, indicating a positive outlook for the sodium battery market [2] - The U.S. project land and factory have been successfully delivered, and the company is advancing design and approval processes [2]

公募基金方面本期较上一季度持股减少的公募基金共计4个，包括中银证券优势制造股票A、中银证券 新能源混合A、金信多策略精选混合A、东财景气驱动混合发起式A，持股减少占比小幅下跌。本期较 上一季度新披露的公募基金共计193个，主要包括兴全合润混合A、招商优势企业混合A、兴全商业模式 混合(LOF)A、兴全合宜混合A、兴全新视野定期开放混合型发起式等。本期较上一季未再披露的公募基 金共计1个，即天弘国证2000指数增强A。 2025年4月22日，奥比中光(688322.SH)发布2024年年度报告。截至2025年4月21日，共有206个机构投资 者披露持有奥比中光A股股份，合计持股量达1.27亿股，占奥比中光总股本的31.65%。其中，前十大机 构投资者包括上海云鑫创业投资有限公司、珠海奥比中芯投资合伙企业(有限合伙)、招商银行股份有限 公司-兴全合润混合型证券投资基金、美的创新投资有限公司、前海仁智互联(深圳)股权投资企业(有限 合伙)、中国银行股份有限公司-招商优势企业灵活配置混合型证券投资基金、兴全商业模式混合 (LOF)A、兴全合宜混合A、兴全新视野定期开放混合型发起式、博时科创100ETF，前十大机构投资 ...