数据显示，鑫元基金旗下1只基金重仓麦克奥迪。鑫元国证2000指数增强A（018579）二季度持有股数 7.42万股，占基金净值比例为0.92%，位居第六大重仓股。根据测算，今日浮盈赚取约8.68万元。 鑫元国证2000指数增强A（018579）成立日期2023年8月10日，最新规模6886.49万。今年以来收益 35.35%，同类排名1449/4220；近一年收益74.85%，同类排名1034/3820；成立以来收益36.05%。 鑫元国证2000指数增强A（018579）基金经理为刘宇涛。 截至发稿，刘宇涛累计任职时间3年7天，现任基金资产总规模5.54亿元，任职期间最佳基金回报 34.06%， 任职期间最差基金回报-0.31%。 9月25日，麦克奥迪涨6.23%，截至发稿，报19.96元/股，成交5.77亿元，换手率5.91%，总市值103.28亿 元。 资料显示，麦克奥迪(厦门)电气股份有限公司位于福建省厦门火炬高新区(翔安)产业区舫山南路808号， 成立日期2002年11月4日，上市日期2012年7月26日，公司主营业务涉及"医疗业务"、"光电业务"、"智 慧电气业务"。主营业务收入构成为：电气产品6 ...

Group 1: Wei Xing New Material (伟星新材) - The company is facing industry demand pressure and is responding by enhancing product capabilities, accelerating business transformation, and implementing cost-saving measures [1] - The company has achieved channel penetration in Jiangsu, Zhejiang, and Shanghai, with plans for selective expansion in other regions [1] - In the first half of 2025, product prices are expected to decline year-on-year but recover gradually on a quarter-on-quarter basis [1] - The company is focusing on new product combinations and water ecosystem initiatives for stable development, while the waterproof business is growing steadily [1] - The company aims to accelerate international strategic layout through R&D, production, and sales [1] - The company plans to deepen retail business and accelerate engineering business transformation in the second half of the year [1] Group 2: Lian Ying Laser (联赢激光) - The company achieved revenue of 1.533 billion yuan in the first half of 2025, a year-on-year increase of 5.3%, with a net profit of 57.92 million yuan, up 13.16% [2] - New orders signed in the first half totaled 2.5 billion yuan, with 1.7 billion yuan from lithium battery business and 800 million yuan from non-lithium battery business [2] - The company is involved in semi-solid and all-solid battery equipment, having delivered 7 assembly segment devices to leading customers [2] - The company has made progress in various fields including semiconductors, photovoltaics, hydrogen fuel, relays, and medical devices [2] - The company plans to establish bases in Germany, the United States, Hungary, Hong Kong, and Thailand [2] Group 3: Xin Yuan Fund (鑫元基金) - As of now, the fund has an asset management scale of 212.577 billion yuan, ranking 35th among 210 [3] - The fund manages 165 public funds, ranking 46th among 210 [3] - The best-performing public fund product in the past year is Xin Yuan Guo Zheng 2000 Index Enhanced A, with a net value of 1.36 and a growth of 82.6% in the past year [3]

Group 1: Aoptical Technology - In the first half of 2025, Aoptical achieved revenue of 682.56 million yuan, a year-on-year increase of 30.68%, and a net profit of 145.99 million yuan, up 28.80% year-on-year [1] - The company made progress in the field of intelligent robotics by establishing a robotics division and developing a complete visual solution system [1] - The industrial AI product revenue reached 87.33 million yuan, showing a significant year-on-year growth of 363.00% [1] - Aoptical is actively expanding its overseas market and plans to deepen partnerships in both domestic and international markets [1] - The machine vision industry is expected to exceed 21 billion yuan in market size by 2025, with a compound annual growth rate of approximately 20% from 2024 to 2028 [1] - The company anticipates a revenue growth rate of no less than 20% and a net profit growth rate at least equal to the revenue growth rate for 2025 [1] Group 2: Zhongmin Resources - In the first half of 2025, Zhongmin Resources reported revenue of 3.27 billion yuan, a year-on-year increase of 34.89%, but net profit decreased by 81.16% to 89.13 million yuan [2] - The rare light metal segment (cesium and rubidium) performed well, generating revenue of 708 million yuan, up 50.43%, with a gross profit of 511 million yuan, also up 50.15% [2] - The lithium battery new energy segment sold 17,869 tons of lithium salt, a year-on-year increase of 6.37%, and sold 34,834 tons of self-produced lithium concentrate [2] - The company initiated a technical transformation project for an annual production of 30,000 tons of high-purity lithium salt [2] - In the copper and germanium business, Zhongmin acquired 65% of the Kitumba copper mine project in Zambia and 98% of the Tsumeb project in Namibia, launching integrated and multi-metal recycling projects [2] - The company aims to deepen its resource and cost advantages in lithium battery new energy and enhance its global resource allocation capabilities [2] Group 3: Xinyuan Fund - Xinyuan Fund, established in 2013, currently has an asset management scale of 212.58 billion yuan, ranking 35th out of 210 [3] - The asset management scale for non-monetary public funds is 140.89 billion yuan, ranking 36th out of 210 [3] - The fund manages 165 public funds, ranking 46th out of 210, with 22 public fund managers, ranking 63rd out of 210 [3] - The best-performing public fund product in the past year is Xinyuan Guozheng 2000 Index Enhanced A, with a latest net value of 1.34 and a growth of 80.1% over the past year [3]

Group 1: Company Overview - Luvi Optoelectronics achieved operating revenue of 544 million yuan in the first half of 2025, representing a year-on-year growth of 37.48%, and a net profit of 106 million yuan, up 29.13% year-on-year [1] - The company is the only domestic enterprise capable of fully supporting different generations of panel production lines in the flat panel display mask field, with a market share of 25.52% in G11 mask sales, ranking second globally [1] - In the semiconductor mask field, Luvi has achieved mass production at the 180nm process node, with 150nm/130nm process node masks validated by customers and in small batch production [1] Group 2: Market Potential - The global semiconductor mask market is expected to reach a scale of 8.94 billion USD in 2025, with the domestic market size around 18.7 billion yuan; the global flat panel display mask market is projected to be 2 billion USD [1] - The demand for masks is primarily influenced by factors such as product updates, new technology applications, and the exploration of new scenarios [1] Group 3: Technological Advancements - The company has mastered manufacturing technologies for high-generation halftone masks, high-generation grayscale masks, and PSM phase-shift masks, along with several core process technologies for upstream materials [1] - In the first half of the year, Luvi completed reliability research testing for IC masks and developed mask products for 3D glass cover plates, while also initiating R&D projects for G8.6 AMOLED products [1]

调研纪要：益方生物介绍了多个在研药物的最新进展。D-2570计划用于多个自身免疫性疾病的临床探 索，溃疡性结肠炎II期临床试验已开始。格索雷塞片(商品名称安方宁?)已于2024年11月获得国家药品监 督管理局批准上市，适用于治疗至少接受过一种系统性治疗的KRS G12C突变型的晚期非小细胞肺癌 (NSCLC)成人患者，多项临床研究正在进行。D-0502正在国内和国际进行III期临床试验，初步显示良好 安全性和抗肿瘤效果。D-0120完成IIb期临床试验，YF087和YF550的临床前研究取得进展。 证券之星消息，根据市场公开信息及7月29日披露的机构调研信息，鑫元基金近期对1家上市公司进行了 调研，相关名单如下： 1)益方生物(鑫元基金参与公司特定对象调研) 鑫元基金成立于2013年，截至目前，资产管理规模(全部公募基金)2123.27亿元，排名35/210；资产管理 规模(非货币公募基金)1406.43亿元，排名35/210；管理公募基金数162只，排名47/210；旗下公募基金经 理22人，排名63/210。旗下最近一年表现最佳的公募基金产品为鑫元国证2000指数增强A，最新单位净 值为1.23，近一年增 ...