1月29日，万泽股份涨5.04%，截至发稿，报32.51元/股，成交9479.51万元，换手率0.60%，总市值 165.65亿元。万泽股份股价已经连续3天上涨，区间累计涨幅13.79%。 资料显示，万泽实业股份有限公司位于广东省深圳市福田区福田街道皇岗社区福强路2016号云顶翠峰裙 楼一楼，成立日期1992年11月4日，上市日期1994年1月10日，公司主营业务涉及微生态制剂、高温合金 及其制品的研发、生产及销售。主营业务收入构成为：金双歧48.91%，高温合金材料销售26.30%，定 君生23.12%，其他(补充)1.27%，金属检测及加工服务0.35%，微生态大健康产品0.05%。 截至发稿，宋海岸累计任职时间7年354天，现任基金资产总规模54.42亿元，任职期间最佳基金回报 209.97%， 任职期间最差基金回报-26.88%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，长信基金旗下1只 ...

1月26日，华如科技跌5.03%，截至发稿，报24.93元/股，成交1.58亿元，换手率4.49%，总市值38.86亿 元。 资料显示，北京华如科技股份有限公司位于北京市海淀区西北旺东路10号院东区14号楼君正大厦A座4 层,B座1至4层,北京市海淀区西北旺东路10号院东区15号楼中兴通大厦A座2层,4层,B座3,4层，成立日期 2011年11月23日，上市日期2022年6月23日，公司主营业务涉及军事仿真软件产品销售及仿真技术开发 与服务。主营业务收入构成为：硬件产品收入78.21%，软件产品收入11.09%，技术开发收入10.70%。 从华如科技十大流通股东角度 数据显示，长信基金旗下1只基金位居华如科技十大流通股东。长信国防军工量化混合A（002983）三 季度新进十大流通股东，持有股数404.46万股，占流通股的比例为2.91%。根据测算，今日浮亏损失约 533.89万元。 长信国防军工量化混合A（002983）成立日期2017年1月5日，最新规模9.55亿。今年以来收益14.01%， 同类排名866/9003；近一年收益76.83%，同类排名566/8185；成立以来收益119.71%。 长信国防军 ...

Group 1 - The core point of the article highlights the recent decline in the stock price of Zhenxin Technology, which fell by 5.03% to 27.00 CNY per share, with a trading volume of 453 million CNY and a turnover rate of 2.93%, resulting in a total market capitalization of 15.333 billion CNY [1] - Zhenxin Technology, established on June 12, 2003, and listed on August 6, 2010, is based in Chengdu, Sichuan Province. The company focuses on the "components-terminal-system" industry chain related to Beidou satellite navigation, providing products and services including key components for Beidou satellite navigation applications, high-performance integrated circuits for special industries, and the development and construction of Beidou satellite navigation positioning application systems [1] - The revenue composition of Zhenxin Technology includes integrated circuit business at 50.23%, comprehensive Beidou navigation applications at 35.43%, smart city construction and operation services at 11.34%, machine perception and intelligent products at 2.44%, and others at 0.57% [1] Group 2 - Longxin Fund's Longxin National Defense and Military Industry Quantitative Mixed A Fund (002983) has entered the top ten circulating shareholders of Zhenxin Technology, holding 9.1352 million shares, which accounts for 1.61% of the circulating shares. The estimated floating loss today is approximately 13.0633 million CNY [2] - The Longxin National Defense and Military Industry Quantitative Mixed A Fund was established on January 5, 2017, with a current scale of 905 million CNY. It has achieved a return of 48.32% this year, ranking 1284 out of 8155 in its category, and has the same return for the past year [2] - The fund manager of Longxin National Defense and Military Industry Quantitative Mixed A Fund is Song Haikuan, who has a cumulative tenure of 7 years and 330 days, with the fund's total asset scale at 6.495 billion CNY. The best return during his tenure is 179.05%, while the worst is -26.88% [3] Group 3 - Longxin National Defense and Military Industry Quantitative Mixed A Fund holds Zhenxin Technology as its eighth largest heavy stock, with 9.1352 million shares accounting for 5.09% of the fund's net value. The estimated floating loss today is approximately 13.0633 million CNY [4]

Group 1 - The core viewpoint of the news is that Longda Co., Ltd. has shown a positive stock performance with a 1.16% increase, reaching a price of 27.01 yuan per share, and a total market capitalization of 6.668 billion yuan [1] - Longda Co., Ltd. is primarily engaged in high-temperature alloy production, with its main business revenue composition being 72.80% from high-temperature corrosion-resistant alloys, 22.45% from alloy pipes, and 4.75% from other sources [1] - The company was established on September 30, 2004, and went public on July 22, 2022, indicating a relatively recent entry into the public market [1] Group 2 - Longda Co., Ltd.'s top circulating shareholder is Changxin Fund, which has recently entered the top ten shareholders with its fund, Changxin National Defense and Military Industry Quantitative Mixed A, holding 4.1586 million shares, representing 3.29% of circulating shares [2] - The Changxin National Defense and Military Industry Quantitative Mixed A fund has achieved a year-to-date return of 47.4% and a one-year return of 43.12%, ranking 1351 out of 8087 and 1470 out of 8085 respectively in its category [2] - The fund manager, Song Haian, has a tenure of 7 years and 324 days, with the fund's total asset size being 6.495 billion yuan [3]

Group 1 - The core point of the article highlights the recent performance of Zhenxin Technology, which saw a 5.08% increase in stock price, reaching 23.17 yuan per share, with a trading volume of 316 million yuan and a total market capitalization of 13.158 billion yuan [1] - Zhenxin Technology, established on June 12, 2003, and listed on August 6, 2010, specializes in the "components-terminals-systems" industry chain related to Beidou satellite navigation applications, focusing on the design, development, production, and sales of key components, high-performance integrated circuits, and navigation terminals [1] - The revenue composition of Zhenxin Technology includes integrated circuit business at 50.23%, comprehensive Beidou navigation applications at 35.43%, smart city construction and operation services at 11.34%, machine perception and intelligent products at 2.44%, and others at 0.57% [1] Group 2 - Longxin Fund's Longxin National Defense and Military Industry Quantitative Mixed A Fund (002983) has entered the top ten circulating shareholders of Zhenxin Technology, holding 9.1352 million shares, which accounts for 1.61% of circulating shares, with an estimated floating profit of approximately 10.2314 million yuan [2] - The Longxin National Defense and Military Industry Quantitative Mixed A Fund was established on January 5, 2017, with a current scale of 905 million yuan, achieving a year-to-date return of 34.1% and a one-year return of 35.8% [2] - The fund manager, Song Hai'an, has been in position for 7 years and 312 days, managing assets totaling 6.495 billion yuan, with the best fund return during his tenure being 151.43% and the worst being -26.88% [3] Group 3 - Longxin National Defense and Military Industry Quantitative Mixed A Fund holds Zhenxin Technology as its eighth largest heavy stock, with 9.1352 million shares, representing 5.09% of the fund's net value, and an estimated floating profit of about 10.2314 million yuan [4]

Core Viewpoint - Huaru Technology's stock increased by 6.05% on November 28, reaching 24.19 CNY per share, with a total market capitalization of 3.77 billion CNY [1] Company Overview - Beijing Huaru Technology Co., Ltd. was established on November 23, 2011, and listed on June 23, 2022. The company specializes in military simulation software sales and simulation technology development and services [1] - The revenue composition of the company includes 78.21% from hardware products, 11.09% from software products, and 10.70% from technology development [1] Shareholder Information - Changxin Fund's Changxin National Defense and Military Industry Quantitative Mixed A Fund (002983) entered the top ten circulating shareholders of Huaru Technology in the third quarter, holding 4.0446 million shares, which is 2.91% of the circulating shares [2] - The fund has achieved a year-to-date return of 25.79% and a one-year return of 28.48%, ranking 2970 out of 8127 and 2465 out of 8059 in its category, respectively [2] Fund Manager Profile - The fund manager of Changxin National Defense and Military Industry Quantitative Mixed A Fund is Song Haikuan, who has been in the position for 7 years and 292 days, managing a total asset size of 6.495 billion CNY [3] - During his tenure, the best fund return was 137.27%, while the worst was -26.88% [3]

Core Insights - Wanzhou Co., Ltd. has seen a stock price increase of 5.06% on November 10, reaching 23.65 CNY per share, with a trading volume of 918 million CNY and a turnover rate of 8.03%, resulting in a total market capitalization of 12.044 billion CNY [1] - The stock has experienced a continuous rise for 10 days, with a cumulative increase of 0% during this period [1] Company Overview - Wanzhou Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on November 4, 1992, with its listing date on January 10, 1994 [1] - The company's main business includes the research, production, and sales of micro-ecological preparations and high-temperature alloys [1] - The revenue composition of the main business is as follows: Jindouqi 48.91%, high-temperature alloy material sales 26.30%, Dingjunsheng 23.12%, others 1.27%, metal detection and processing services 0.35%, and micro-ecological health products 0.05% [1] Shareholder Insights - Longxin Fund has a fund that ranks among the top ten circulating shareholders of Wanzhou Co., with the Longxin National Defense Military Industry Quantitative Mixed A Fund (002983) newly entering the top ten in the third quarter, holding 11.7722 million shares, accounting for 2.35% of circulating shares [2] - The estimated floating profit for today is approximately 13.4203 million CNY, with no floating profit during the 10-day rising period [2] Fund Manager Information - The fund manager of Longxin National Defense Military Industry Quantitative Mixed A Fund is Song Hai'an, who has been in the position for 7 years and 274 days [3] - The total asset scale of the fund is 6.495 billion CNY, with the best fund return during the tenure being 146.57% and the worst being -26.88% [3]

Group 1 - The core point of the article is that Maxinlin (688685.SH) reported its Q3 2025 results, revealing a decrease in institutional investor holdings compared to the previous quarter [1] - As of October 30, 2025, three institutional investors disclosed holding a total of 9.0597 million shares of Maxinlin, representing 6.23% of the total share capital [1] - The institutional holding ratio decreased by 0.90 percentage points compared to the previous quarter [1] Group 2 - The public funds that did not disclose holdings in the current period totaled 192, including notable funds such as Changxin National Defense Military Industry Quantitative Mixed A and Dongfang Alpha Zhaoyang Mixed A [1]

Core Insights - Holleywo (688682.SH) reported its Q3 2025 results on October 28, 2025, indicating a total of 5 institutional investors holding shares, amounting to 11.32% of the total share capital [1] - The institutional holding percentage decreased by 2.64 percentage points compared to the previous quarter [1] Institutional Investors - The total shares held by institutional investors reached 11.53 million shares [1] - The institutional investors include Shanghai Laizhen Investment Partnership, Shanghai Laici Investment Partnership, Shanghai Technology Venture Capital, Fidelity Low Carbon Growth Mixed A, and Fidelity Renyuan Steady Three-Month Holding Mixed (FOF) A [1] - There was one new public fund disclosed this quarter, Fidelity Low Carbon Growth Mixed A, while 86 public funds were not disclosed compared to the previous quarter [1] Social Security Fund - One social security fund, the National Social Security Fund 114 Combination, was not disclosed this quarter compared to the previous quarter [1]

Core Viewpoint - China Shipbuilding Defense has seen a stock price increase of 5.08%, reaching 27.50 CNY per share, with a trading volume of 403 million CNY and a market capitalization of 38.871 billion CNY as of October 27 [1] Company Overview - China Shipbuilding Defense Equipment Co., Ltd. is located in Nansha District, Guangzhou, Guangdong Province, established on October 21, 1994, and listed on October 28, 1993 [1] - The company's main business involves the research, development, manufacturing, system integration, sales, and service of high-end marine power equipment [1] - Revenue composition includes: 92.37% from ship products, 4.39% from ship repair and modification, 1.37% from other (supplementary), 1.20% from electromechanical products and others, 0.34% from offshore engineering products, and 0.33% from steel structures [1] Shareholder Insights - Longxin Fund's Longxin National Defense Military Industry Quantitative Mixed A Fund (002983) is among the top ten circulating shareholders of China Shipbuilding Defense, having increased its holdings by 1.4537 million shares in the second quarter, totaling 3.9236 million shares, which represents 0.28% of the circulating shares [2] - The fund has achieved a year-to-date return of 31.6%, ranking 2785 out of 8226 in its category, and a one-year return of 30.8%, ranking 2650 out of 8099 [2] Fund Management - The fund manager of Longxin National Defense Military Industry Quantitative Mixed A Fund is Song Haikuan, who has been in the position for 7 years and 260 days [3] - The total asset size of the fund is 3.443 billion CNY, with the best fund return during the tenure being 147.6% and the worst being -26.88% [3] Fund Holdings - Longxin National Defense Military Industry Quantitative Mixed A Fund has increased its holdings in China Shipbuilding Defense, with 3.9236 million shares representing 4.89% of the fund's net value, making it the seventh-largest holding [4]