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【机构调研记录】长安基金调研世纪华通
Sou Hu Cai Jing· 2025-11-27 00:15
证券之星消息,根据市场公开信息及11月26日披露的机构调研信息,长安基金近期对1家上市公司进行了调研,相关名单如下: 1)世纪华通 (长安基金参与公司投资者交流会) 调研纪要:23年上线的游戏仍在创新高,尚未观测到生命周期顶峰,Kingshot正在打破WhiteoutSurvival海外纪录,海外市场更大,用户更多。公 司通过高速低成本测试多个产品,23年以来发布不少于20款产品,爆款由数据驱动。点点利润约占公司总利润的2/3,激励机制结合现金与股权。 海外市场用户重合度约为20%。研发费用增长因点点团队扩充,美元折算影响不大。第三方数据仅为参考,公司流水基于真实财务数据。休闲赛 道生命周期长且稳定,虽盈利能力不如SLG,但对公司意义重大。小程序抽成调整对公司收入影响约2个百分点,但有助于提升用户留存与付费 率。 长安基金成立于2011年,截至目前,资产管理规模(全部公募基金)123.17亿元,排名137/211;资产管理规模(非货币公募基金)84.89亿元,排名 128/211;管理公募基金数50只,排名105/211;旗下公募基金经理10人,排名109/211。旗下最近一年表现最佳的公募基金产品为长安宏观 ...
8/28财经夜宵:得知基金净值排名及选基策略,赶紧告知大家
Sou Hu Cai Jing· 2025-08-28 16:28
Group 1 - The article provides a ranking of open-end funds based on their net asset value growth as of August 28, 2025, highlighting the top 10 funds with significant increases [2][6] - The top-performing fund is "长安鑫瑞科技6个月定开混合A" with a unit net value of 0.9135, showing an increase from 0.8154 on August 27, 2025, representing a growth of 9.9% [2] - The bottom-performing fund is "泰康港股通大消费指数A," which has a unit net value of 1.1437, down from 1.1802, indicating a decrease of 3.4% [4][6] Group 2 - The total number of funds that have updated their net values is 28,522, indicating a broad market activity [3] - The article notes that the Shanghai Composite Index experienced a volatile trading day, with a total transaction volume of 3 trillion yuan, and a market breadth of 2,868 gainers to 2,402 losers [6] - Leading sectors include communication equipment, semiconductors, and components, with gains exceeding 4%, while the coal sector faced declines [6]