自"924"行情以来，权益市场逐渐回暖，全A涨幅均值高达80%，慢牛格局凸显。公募排排网数据显示，1989位股票投资基金经理(股票投资市值占基金净值 比在60%以上)，在"924"行情一周年期间实现53.21%的收益均值(按旗下产品规模加权统计)，其中有146位基金经理实现翻倍以上收益。 100亿以上：永赢基金张璐、银河基金郑巍山夺冠亚！ 公募排排网数据显示，管理规模在100亿以上的基金经理共有184位，"924"行情一周年期间的收益均值为56.05%，并且全部实现正收益；其中实现翻倍以上 收益的有13位。"924"行情一周年期间收益位居前三的分别是：永赢基金张璐、银河基金郑巍山、鹏华基金闫思倩。 | 排名 | 基金经理 | 现任基金公司 | 现任基金数 | 在管基金类型 | 股票投资 占净值 | | --- | --- | --- | --- | --- | --- | | T | 张路 | 永赢基金 | 5 | 股票型 混合 | 94.79 | | | | | | ਨ | | | 2 | 郑巍山 | 银河县 | 4 | 混合型 | 94.05 | | 3 | 闫思倩 | 鹏华基金 | 5 | 行合型 | ...

以下文章来源于公募排排网 ，作者观在看 公募排排网 . 看财经、查排名、买基金，就上公募排排网，申购费低至0.001折。 本文首发于公众号"公募排排网"。（点击↑↑上图查看详情） 导语 自"924"行情以来，权益市场逐渐回暖，全A涨幅均值高达80%，慢牛格局凸显。 公募排排网 数据显示，1989位股票投资基金经理 (股票投资市值 占基金净值比在60%以上) ，在"924"行情一周年期间实现53.21%的收益均值 (按旗下产品规模加权统计) ，其中有146位基金经理实现翻倍以上收益。 （ 点 此查看"924"一周年收益翻倍基金经理名单 ） 那么"924"行情以来，哪些公募基金经理实现了亮眼业绩？为了给予更有价值的信息，本文按不同管理规模，分别梳理出"924"行情以来实现翻 倍收益的基金经理，供投资者参考。 (统计区间：2024年9月23日-2025年9月23日，收益按旗下产品规模加权统计) 100亿以上：永赢基金张璐、银河基金郑巍山夺冠亚！ 公募排排网 数据显示，管理规模在100亿以上的基金经理共有184位，"924"行情一周年期间的收益均值为56.05%，并且全部实现正收益；其中 实现翻倍以上收益的有13位。 ...

Group 1: Yuntianhua (云天化) - Yuntianhua's 2025 semi-annual report details phosphate fertilizer exports, phosphate rock prices, and production volumes of phosphate ammonium, among other topics [1] - Phosphate fertilizer exports are strictly adhering to domestic supply and price stability policies, with high sulfur prices impacting costs [1] - The company is progressing with the trial production of Kunyang No. 2 Mine and the exploration of Zhenxiong phosphate mine, which may be injected into the listed company in the future [1] - Phosphate ammonium production and sales have decreased due to product structure adjustments and maintenance [1] - The supply-demand balance for phosphate rock remains tight, with prices expected to stay high in the short term [1] Group 2: *ST Chengchang (铖昌) - The company has seen a significant increase in orders and projects due to recovering downstream user demand [2] - Remote sensing satellite projects are expected to enter small batch production in 2024 and mass production in 2025, indicating substantial growth potential [2] - The company maintains a stable gross profit margin by improving R&D efficiency and optimizing production processes [2] - The average project cycle is shortening as demand increases, with faster acceptance rates [2] - The company has a technological advantage in the low-orbit satellite sector, which is anticipated to be a new growth point [2] Group 3: Desay SV (德赛西威) - Desay SV achieved a revenue of 14.644 billion yuan in the first half of 2025, a year-on-year increase of 25.25%, with a net profit of 1.223 billion yuan, up 45.82% [3] - The company has established overseas branches, with factories in Indonesia and Mexico already in production, and a smart factory in Spain expected to start mass production in 2026 [3] - The smart driving business generated revenue of 4.147 billion yuan, growing 55.49% year-on-year, with the company holding the largest market share in domestic auxiliary driving domain controllers [3] - The smart cockpit business reported sales of 9.459 billion yuan, an 18.76% increase, with new project orders for the fifth-generation platform [3] Group 4: LIZHU Group (丽珠集团) - LIZHU Group anticipates single-digit revenue growth for the year, with profit growth expected to outpace revenue [4] - The P-CAB tablet has submitted a listing application, while the injection is expected to be approved in the first half of 2029 [4] - The IL-17A/F is projected to be approved in the first half of 2027, with significant commercialization potential [4] - The micro-sphere product market shows great potential, with plans for long-acting micro-sphere formulations and psychiatric products [4] - The small nucleic acid drug LZHN2408 is progressing rapidly, with enrollment for Phase Ib expected to complete in September [4]

调研纪要：环旭电子在SiP模组、AI眼镜、服务器、光模块等领域有新进展。SiP模组在手机和AI眼镜上 有新应用，L10服务器JDM项目已交付，1.6T光模块为研发产品，800V直流供电预计2028年量产。公司 五大业务中，智能眼镜收入将放量，工业类产品去库存慢，车电竞争激烈。公司目标是I加速卡成长 30%份额，未来争取主板业务。 银河基金成立于2002年，截至目前，资产管理规模(全部公募基金)1059.76亿元，排名58/210；资产管理 规模(非货币公募基金)758.71亿元，排名56/210；管理公募基金数162只，排名47/210；旗下公募基金经 理25人，排名54/210。旗下最近一年表现最佳的公募基金产品为银河创新成长混合A，最新单位净值为 6.79，近一年增长63.88%。 1)环旭电子（601231）(银河基金参与公司特定对象调研) 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，银河基金近期对1家上市公司进行了 调研，相关名单如下： ...