11月21日，有方科技跌5.12%，截至发稿，报48.18元/股，成交9104.58万元，换手率1.98%，总市值 44.76亿元。 资料显示，深圳市有方科技股份有限公司位于广东省深圳市龙华区民治街道北站社区汇德大厦1号楼43- 44楼，成立日期2006年10月18日，上市日期2020年1月23日，公司主营业务涉及物联网无线通信模块、 物联网无线通信终端和物联网无线通信解决方案的研发、生产(外协加工方式实现)及销售。主营业务收 入构成为：云产品及服务82.17%，无线通信模块15.06%，无线通信终端2.07%，原材料收入0.43%，系 统通信解决方案0.09%，租赁收入0.08%，技术服务收入0.07%，其他收入0.02%。 金信量化精选混合A（002862）基金经理为谭佳俊。 截至发稿，谭佳俊累计任职时间1年34天，现任基金资产总规模6.09亿元，任职期间最佳基金回报 32.38%， 任职期间最差基金回报11.36%。 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。 ...

Group 1 - The core viewpoint of the news is that Hongjing Technology's stock has seen a significant increase, with a rise of 6.11% to 63.35 CNY per share, and a total market capitalization of 9.725 billion CNY [1] - Hongjing Technology, established on March 7, 1997, focuses on providing smart city solutions in three main areas: smart healthcare, smart education, and smart community management, with revenue composition showing 91.28% from computing power services and 8.72% from smart city business [1] Group 2 - From the perspective of fund holdings, Jin Xin Fund has a significant position in Hongjing Technology, with its Jin Xin Quantitative Selected Mixed A Fund (002862) holding 42,500 shares, accounting for 9.37% of the fund's net value, making it the second-largest holding [2] - The Jin Xin Quantitative Selected Mixed A Fund has achieved a year-to-date return of 33.88%, ranking 2388 out of 8145 in its category, and a one-year return of 12.15%, ranking 4948 out of 8059 [2]

Group 1 - The core viewpoint of the news is that Runjian Co., Ltd. has seen a significant stock price increase of 6.14%, reaching 43.24 CNY per share, with a total market capitalization of 12.284 billion CNY [1] - Runjian's main business activities include communication network construction services (43.57% of revenue), energy network services (27.36%), information network services (21.90%), and computing network services (7.10%) [1] - The company was established on January 3, 2003, and went public on March 1, 2018 [1] Group 2 - Jin Xin Fund has a significant holding in Runjian, with its Jin Xin Quantitative Selected Mixed A Fund (002862) being the fourth largest holding, accounting for 6.69% of the fund's net value [2] - The fund has reduced its holdings by 6,434 shares in the third quarter, now holding 48,400 shares, resulting in a floating profit of approximately 120,900 CNY [2] - The Jin Xin Quantitative Selected Mixed A Fund has achieved a year-to-date return of 33.88% and a total return of 49.98% since its inception [2]

Group 1 - The core point of the news is the performance and market position of Beijing Haitan Ruisheng Technology Co., Ltd., which saw a stock price increase of 5.04% to 121.87 CNY per share, with a total market capitalization of 7.352 billion CNY [1] - The company specializes in the research, design, production, and sales of AI training data, with revenue composition as follows: intelligent voice 44.13%, computer vision 40.02%, natural language 13.90%, and application services 1.95% [1] Group 2 - From the perspective of fund holdings, Jin Xin Fund has a significant position in Haitan Ruisheng, with its Jin Xin Quantitative Selected Mixed A Fund holding 13,800 shares, accounting for 4.99% of the fund's net value, ranking as the tenth largest holding [2] - The Jin Xin Quantitative Selected Mixed A Fund has achieved a year-to-date return of 35.54%, ranking 2,355 out of 8,223 in its category, and a one-year return of 20.81%, ranking 4,192 out of 8,115 [2] Group 3 - The fund manager of Jin Xin Quantitative Selected Mixed A is Tan Jiajun, who has been in the position for 1 year and 16 days, with the fund's total asset size at 609 million CNY [3] - During Tan Jiajun's tenure, the best fund return was 33.46%, while the worst return was 9.31% [3]

Core Insights - Hai Tian Rui Sheng (688787.SH) reported its Q3 2025 results, revealing that 14 institutional investors hold a total of 17.0976 million A-shares, representing 28.34% of the company's total equity [1] - The top ten institutional investors collectively hold 27.98% of the shares, a decrease of 4.82 percentage points compared to the previous quarter [1] Institutional Holdings - In the public fund sector, two funds increased their holdings, including Jin Xin Quantitative Selected Mixed A and Dongfang Automotive Industry Trend Mixed A, with a slight rise in the proportion of increased holdings [2] - Three new public funds disclosed their holdings this quarter, including Bosera Sci-Tech Board AI ETF, Fuyuan Information Technology Mixed A, and Yinhua Sports Culture Flexible Allocation Mixed A [2] - A total of 147 public funds did not disclose their holdings this quarter, including notable funds like Caitong Asset Management Digital Economy Mixed Initiation A and Manulife Growth Mixed [2] Social Security Fund Holdings - One social security fund, the National Social Security Fund 414 Combination, increased its holdings by 0.17% compared to the previous period [2] - The same social security fund was the only one that did not disclose its holdings in the previous quarter [2]

Group 1 - The core point of the news is that Youfang Technology's stock has experienced a decline of 5.11%, with a current price of 57.90 CNY per share and a total market capitalization of 5.379 billion CNY [1] - Youfang Technology, established on October 18, 2006, and listed on January 23, 2020, specializes in the research, production, and sales of IoT wireless communication modules, terminals, and solutions [1] - The company's main revenue sources are cloud products and services (82.17%), wireless communication modules (15.06%), and wireless communication terminals (2.07%) [1] Group 2 - Jin Xin Fund has a significant holding in Youfang Technology, with its Jin Xin Quantitative Selected Mixed A Fund (002862) holding 47,500 shares, representing 9.48% of the fund's net value [2] - The Jin Xin Quantitative Selected Mixed A Fund has a total scale of 21.8379 million CNY and has achieved a year-to-date return of 40.65% [2] - The fund manager, Tan Jiajun, has been in position for 1 year and 12 days, with the fund's total assets amounting to 609 million CNY [3]

Group 1 - The core point of the news is that Dawi Technology (600589.SH) reported its Q3 2025 results, revealing that 11 institutional investors hold a total of 286 million shares, accounting for 19.25% of the company's total equity [1] - The top ten institutional investors include Beijing Urban Intelligent Computing Information Industry Partnership, Beijing Huazhu Technology Co., Ltd., and others, with their combined holding ratio decreasing by 2.37 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two funds increased their holdings, while three funds decreased their holdings, indicating a slight increase in the proportion of holdings among public funds [2] - One new public fund was disclosed during this period, while 56 public funds were not disclosed compared to the previous quarter, including notable funds like Yongying Digital Economy Smart Selection Mixed Fund [2] - Regarding foreign investment, one foreign fund reduced its holdings, with a decrease of 0.18% compared to the previous quarter, and several foreign institutions were not disclosed this period [2]

Group 1 - Capital Online's stock increased by 5.86%, reaching 25.12 CNY per share, with a trading volume of 691 million CNY and a turnover rate of 7.29%, resulting in a total market capitalization of 12.618 billion CNY [1] - The company, founded on July 13, 2005, specializes in high-performance IDC services and cloud services, with revenue composition as follows: cloud hosting and related services 49.89%, IDC services 45.83%, and other income 4.28% [1] Group 2 - Jin Xin Fund has a significant holding in Capital Online, with its Jin Xin Quantitative Selected Mixed A Fund (002862) reducing its position by 3,200 shares, holding a total of 111,800 shares, which represents 5.28% of the fund's net value, ranking as the fifth-largest holding [2] - The Jin Xin Quantitative Selected Mixed A Fund has achieved a year-to-date return of 51.3%, ranking 1232 out of 8238 in its category, and a one-year return of 55.63%, ranking 1028 out of 8082 [2] Group 3 - The fund manager of Jin Xin Quantitative Selected Mixed A Fund is Tan Jiajun, who has been in the position for 356 days, with the fund's total asset size at 811 million CNY and a best return of 45.81% during his tenure [3]

Group 1 - Hainan Huatie's stock price dropped by 5.04% to 9.42 CNY per share, with a trading volume of 749 million CNY and a turnover rate of 3.90%, resulting in a total market capitalization of 18.807 billion CNY [1] - Zhejiang Haikong Nanke Huatie Digital Technology Co., Ltd. was established on November 21, 2008, and listed on May 29, 2015, primarily engaged in equipment leasing, with three main business segments: aerial work platform leasing, construction support equipment leasing, and underground maintenance services [1] - The company's main business revenue composition is as follows: operating leasing and services account for 98.93%, other (supplementary) 0.70%, and processing and sales 0.37% [1] Group 2 - Jin Xin Fund has a significant holding in Hainan Huatie, with its Jin Xin Quantitative Selected Mixed A Fund (002862) holding 202,200 shares, representing 5.47% of the fund's net value, making it the fourth largest holding [2] - The Jin Xin Quantitative Selected Mixed A Fund was established on July 1, 2016, with a latest scale of 25.6001 million CNY, achieving a year-to-date return of 52.93% and a one-year return of 105.54% [2] - The fund manager, Tan Jiajun, has been in position for 340 days, with the fund's total asset scale at 811 million CNY, achieving a best return of 42.9% and a worst return of 5.07% during his tenure [3]

Group 1 - The core point of the news is that Langxin Group's stock price dropped by 8.42% to 22.31 CNY per share, with a trading volume of 196 million CNY and a turnover rate of 0.85%, resulting in a total market capitalization of 24.1 billion CNY [1] - Langxin Technology Group Co., Ltd. is located in Wuxi, Jiangsu Province, and was established on May 7, 2003, with its listing date on August 1, 2017. The company primarily operates in the public utility sector, focusing on business information systems technology and services, as well as home internet services [1] - The revenue composition of Langxin Group includes 60.91% from platform operations, 35.11% from software services, and 3.98% from other businesses [1] Group 2 - From the perspective of major fund holdings, data shows that Jin Xin Fund has one fund heavily invested in Langxin Group, specifically the Jin Xin Quantitative Selected Mixed A Fund (002862), which held 71,200 shares in the second quarter, accounting for 4.06% of the fund's net value, ranking as the eighth largest holding [2] - The Jin Xin Quantitative Selected Mixed A Fund (002862) was established on July 1, 2016, with a latest scale of 25.6 million CNY. Year-to-date, it has achieved a return of 37.5%, ranking 1345 out of 8175 in its category, and has a one-year return of 84.77%, ranking 623 out of 7982 [2]