10月17日，奥士康跌5.03%，截至发稿，报37.80元/股，成交1.02亿元，换手率0.88%，总市值119.96亿 元。 中欧小盘成长混合A（015880）基金经理为钱亚婷、汤旻玮。 截至发稿，钱亚婷累计任职时间3年350天，现任基金资产总规模23.77亿元，任职期间最佳基金回报 56.97%， 任职期间最差基金回报-14.61%。 汤旻玮累计任职时间87天，现任基金资产总规模5.17亿元，任职期间最佳基金回报13.94%， 任职期间 最差基金回报13.78%。 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。 责任编辑：小浪快报 资料显示，奥士康科技股份有限公司位于广东省深圳市南山区深圳湾创新科技中心2栋A座32楼，成立 日期2008年5月21日，上市日期2017年12月1日，公司主营业务涉及从事高密度印制电路板的研发、生产 和销售。主营业务收入构成为：四层板及以上板75.36%，单/双面板16.24%，其他(补充)8.40%。 从基金十大重仓股角度 数据显示，中欧 ...

10月13日，科翔股份涨5.21%，截至发稿，报13.73元/股，成交3.76亿元，换手率8.78%，总市值56.94亿 元。 资料显示，广东科翔电子科技股份有限公司位于广东省惠州市大亚湾西区龙山八路9号，成立日期2001 年11月2日，上市日期2020年11月5日，公司主营业务涉及高密度印制电路板的研发、生产和销售业务。 主营业务收入构成为：线路板产品收入90.56%，其他9.39%，正极材料产品收入0.05%。 从科翔股份十大流通股东角度 数据显示，大成基金旗下1只基金位居科翔股份十大流通股东。大成中证360互联网+指数A（002236） 二季度新进十大流通股东，持有股数163.6万股，占流通股的比例为0.5%。根据测算，今日浮盈赚取约 111.25万元。 大成中证360互联网+指数A（002236）成立日期2016年2月3日，最新规模6.98亿。今年以来收益 33.64%，同类排名1543/4220；近一年收益52.63%，同类排名529/3855；成立以来收益215.18%。 大成中证360互联网+指数A（002236）基金经理为夏高。 截至发稿，夏高累计任职时间10年315天，现任基金资产总规模22 ...

截至发稿，夏高累计任职时间10年311天，现任基金资产总规模22.6亿元，任职期间最佳基金回报 216.78%， 任职期间最差基金回报-71.74%。 从基金十大重仓股角度 数据显示，大成基金旗下1只基金重仓科翔股份。大成中证360互联网+指数A（002236）二季度持有股 数163.6万股，占基金净值比例为1.16%，位居第一大重仓股。根据测算，今日浮盈赚取约111.25万元。 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。 10月9日，科翔股份涨5.25%，截至发稿，报13.63元/股，成交2.56亿元，换手率5.80%，总市值56.52亿 元。 资料显示，广东科翔电子科技股份有限公司位于广东省惠州市大亚湾西区龙山八路9号，成立日期2001 年11月2日，上市日期2020年11月5日，公司主营业务涉及高密度印制电路板的研发、生产和销售业务。 主营业务收入构成为：线路板产品收入90.56%，其他9.39%，正极材料产品收入0.05%。 从科翔股份十大流通股东角度 数据显 ...

Group 1 - The core viewpoint of the news is that Kexiang Co., Ltd. has seen a significant increase in stock price, with a rise of 5.09% to 12.60 CNY per share, and a total market capitalization of 5.225 billion CNY [1] - Kexiang Co., Ltd. is primarily engaged in the research, production, and sales of high-density printed circuit boards, with 90.56% of its revenue coming from circuit board products [1] - The company was established on November 2, 2001, and was listed on November 5, 2020 [1] Group 2 - The top circulating shareholder of Kexiang Co., Ltd. is a fund under Dazhong Fund, which has recently entered the top ten circulating shareholders with 1.636 million shares, accounting for 0.5% of circulating shares [2] - The Dazhong Zhongzheng 360 Internet + Index A fund has achieved a year-to-date return of 34.11% and a one-year return of 89.11%, ranking 1197 out of 4223 and 670 out of 3803 respectively [2] - The fund manager, Xia Gao, has a tenure of 10 years and 287 days, with the best fund return during this period being 216.29% [3] Group 3 - The Dazhong Zhongzheng 360 Internet + Index A fund holds Kexiang Co., Ltd. as its largest position, with 1.636 million shares, representing 1.16% of the fund's net value [4] - The estimated floating profit from this position is approximately 997,900 CNY [4]

Core Viewpoint - Aerospace Holdings (00031) experienced a significant stock increase of over 14%, reaching HKD 0.8 with a trading volume of HKD 24.44 million following the announcement of its interim results [1] Financial Performance - The company reported interim revenue of approximately HKD 2.023 billion, reflecting a year-on-year growth of 10.89% [1] - Shareholder attributable loss amounted to HKD 42.337 million, which represents a year-on-year increase of 48.15% [1] Business Segments - The injection molding product segment saw a revenue increase of 20.32% compared to the same period last year, contributing to an overall rise in operating profit for the technology industry [1] - The circuit board business stabilized, with revenue growth of 11.42% year-on-year, primarily driven by strong performance in optoelectronic modules and domestic substrate business [1] Strategic Developments - Aerospace Holdings disclosed that the civil engineering for the Nantong Kangyuan integrated circuit packaging substrate capacity construction has been completed, with production line construction proceeding in an orderly manner [1] - The Nantong Kangyuan circuit packaging substrate project is a key investment initiative with a total investment of HKD 5 billion, of which HKD 1.5 billion has been allocated for the first phase, set to commence trial production in Q4 2024 and enter ramp-up production in January 2025 [1] - The designed annual production capacity is 240,000 square meters, with projected annual sales of HKD 1.35 billion; once fully operational, the company's capacity for high-end integrated circuit packaging substrates and high-density printed circuit boards will double, positioning it among the top three in the domestic substrate industry and advancing the domestic semiconductor industry's self-sufficiency and controllability [1]

Core Viewpoint - Aerospace Holdings (00031) has seen a significant stock increase of over 14%, with a current price of 0.8 HKD and a trading volume of 24.44 million HKD, following the release of its interim results which show a mixed performance in revenue and losses [1] Financial Performance - The company reported a revenue of approximately 2.023 billion HKD for the first half of the year, representing a year-on-year growth of 10.89% [1] - Shareholder losses amounted to 42.337 million HKD, which is an increase of 48.15% compared to the previous year [1] Business Segments - The injection molding product segment experienced a revenue increase of 20.32% year-on-year, contributing positively to the overall operating profit of the technology industry [1] - The circuit board business showed stable sales with a revenue growth of 11.42% year-on-year, driven by strong performance in optoelectronic modules and domestic substrate business [1] Strategic Developments - Aerospace Holdings disclosed that the construction of the Nantong Kangyuan integrated circuit packaging substrate capacity has been completed, with production line construction proceeding in an orderly manner [1] - The Nantong Kangyuan circuit packaging substrate project is a key investment initiative with a total investment of 5 billion HKD, where the first phase involves 1.5 billion HKD and is set to begin trial production in Q4 2024, with mass production ramp-up expected in January 2025 [1] - The designed annual production capacity for the project is 240,000 square meters, with projected annual sales of 1.35 billion HKD [1] - Once fully operational, the company's capacity for high-end integrated circuit packaging substrates and high-density printed circuit boards will double, positioning it among the top three in the domestic substrate industry and promoting the domestic substitution and self-control process in the semiconductor sector [1]

Group 1 - The core viewpoint of the news is that Aoshikan Technology Co., Ltd. has seen a stock price increase of 5.52%, reaching 41.10 CNY per share, with a total market capitalization of 13.044 billion CNY [1] - Aoshikan specializes in the research, production, and sales of high-density printed circuit boards, with its main business revenue composition being 75.36% from four-layer and above boards, 16.24% from single/double-sided boards, and 8.40% from other sources [1] Group 2 - According to data, a fund under Zheshang Securities Asset Management holds Aoshikan as its fourth-largest position, with 32,000 shares, accounting for 0.74% of the fund's net value [2] - The Zheshang Huijin Quantitative Selected Stock A fund has achieved a year-to-date return of 25.53% and a one-year return of 63.83%, ranking 1497 out of 4222 and 1273 out of 3798 in its category, respectively [2] - The fund manager, Chen Gujun, has a tenure of 5 years and 235 days, with the fund's total asset size being 204 million CNY [2]

浙商汇金量化臻选股票A（011824）成立日期2021年7月1日，最新规模6380.8万。今年以来收益 23.52%，同类排名1698/4222；近一年收益58.88%，同类排名1287/3789；成立以来收益13.6%。 9月4日，奥士康跌5.02%，截至发稿，报37.50元/股，成交1.41亿元，换手率1.20%，总市值119.01亿 元。 浙商汇金量化臻选股票A（011824）基金经理为陈顾君。 资料显示，奥士康科技股份有限公司位于广东省深圳市南山区深圳湾创新科技中心2栋A座32楼，成立 日期2008年5月21日，上市日期2017年12月1日，公司主营业务涉及从事高密度印制电路板的研发、生产 和销售。主营业务收入构成为：四层板及以上板75.36%，单/双面板16.24%，其他(补充)8.40%。 截至发稿，陈顾君累计任职时间5年229天，现任基金资产总规模2.04亿元，任职期间最佳基金回报 33.77%， 任职期间最差基金回报-7.57%。 从基金十大重仓股角度 数据显示，浙商证券资管旗下1只基金重仓奥士康。浙商汇金量化臻选股票A（011824）二季度持有股 数3.2万股，占基金净值比例为0.74%，位 ...

Group 1 - The core point of the news is that Aoshikan's stock price dropped by 5.02% to 37.50 CNY per share, with a trading volume of 141 million CNY and a turnover rate of 1.20%, resulting in a total market capitalization of 11.901 billion CNY [1] - Aoshikan Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on May 21, 2008, with its listing date on December 1, 2017. The company specializes in the research, production, and sales of high-density printed circuit boards [1] - The main business revenue composition of Aoshikan includes: 75.36% from four-layer and above boards, 16.24% from single/double-sided boards, and 8.40% from other supplementary products [1] Group 2 - From the perspective of major holdings in funds, one fund under China Europe Fund has a significant position in Aoshikan. The China Europe Small Cap Growth Mixed A Fund (015880) held 99,600 shares in the second quarter, accounting for 0.57% of the fund's net value, making it the fifth-largest holding [2] - The China Europe Small Cap Growth Mixed A Fund (015880) was established on June 28, 2022, with a latest scale of 199 million CNY. Year-to-date returns are 45.85%, ranking 837 out of 8180 in its category; the one-year return is 98%, ranking 360 out of 7978; and since inception, the return is 50.42% [2] - The fund managers of the China Europe Small Cap Growth Mixed A Fund are Qian Yating and Tang Minwei, with Qian Yating having a tenure of 3 years and 307 days and a total fund asset size of 2.377 billion CNY, achieving a best return of 54.89% during her tenure [2]

Market Overview - The A-share market experienced a V-shaped reversal in the afternoon, with the ChiNext Index leading the gains, and over 2800 stocks rising [1] - The Shanghai Composite Index rose by 1.14%, the Shenzhen Component Index increased by 2.25%, and the ChiNext Index surged by 3.82% [1] - The total market turnover exceeded 30 trillion yuan, marking the fourth occurrence in A-share history [1] Key Stocks and Sectors - Cambrian Technology and SMIC both reached historical highs, with Cambrian's stock price surpassing 1500 yuan, closing at 1587.91 yuan per share, making it the new stock king of A-shares [1] - PCB (Printed Circuit Board) concept stocks saw significant gains, with Shenghong Technology rising over 19% and achieving a historical high, with a trading volume exceeding 23 billion yuan [1][2] - The CPO (Co-Packaged Optics) sector continued its upward trend, with Tianfu Communication hitting the daily limit and other stocks like Changxin Bochuang and Dekeli also showing strong performance [1][4] Shenghong Technology Performance - Shenghong Technology reported a revenue of 9.031 billion yuan for the first half of 2025, a year-on-year increase of 86%, and a net profit of 2.143 billion yuan, up 366.89% [4] - The company specializes in the R&D, production, and sales of high-density printed circuit boards, with applications in AI, automotive electronics, and new communication technologies [4] - Shenghong Technology is advancing its H-share issuance to fund high-end capacity expansion in Southeast Asia and PCB technology R&D [4] CPO Sector Insights - The CPO sector is experiencing strong performance, with multiple companies reporting impressive mid-year results, such as Tianfu Communication's net profit growth of 37.46% [7] - The demand for high-speed optical communication modules is expected to rise due to the integration of AI and infrastructure development [7] Solid-State Battery Sector - Solid-state battery concept stocks faced some adjustments, with companies like Keheng and Liyuanheng seeing declines of over 10% and 5%, respectively [8] - Keheng reported a revenue of 799 million yuan for the first half of 2025, a year-on-year decrease of 29.15%, with a net loss of 97.36 million yuan, widening by 60.01% [9] - Analysts suggest that as the solid-state battery industry matures, upstream material suppliers will benefit, particularly those involved in sulfide electrolytes [9][10]