截至发稿，杨梦累计任职时间7年63天，现任基金资产总规模126.91亿元，任职期间最佳基金回报 177.29%， 任职期间最差基金回报-27.34%。 10月9日，海光信息涨5.3%，截至发稿，报266.00元/股，成交52.09亿元，换手率0.84%，总市值6182.74 亿元。 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。 资料显示，海光信息技术股份有限公司位于北京市海淀区东北旺西路8号中关村软件园27号楼C座4-5 层，成立日期2014年10月24日，上市日期2022年8月12日，公司主营业务涉及研发、设计和销售应用于 服务器、工作站等计算、存储设备中的高端处理器。主营业务收入构成为：高端处理器99.73%，其他 (补充)0.27%。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，博道基金旗下1只基金重仓海光信息。博道上证科创板综合指数增强A（023901）二季度持 有股数30.67万股，占基金净值比例为4.54%，位居第一大重仓股。根据测算，今日浮盈赚取约 ...

9月29日，海光信息跌5.03%，截至发稿，报246.07元/股，成交57.53亿元，换手率0.98%，总市值 5719.50亿元。 资料显示，海光信息技术股份有限公司位于北京市海淀区东北旺西路8号中关村软件园27号楼C座4-5 层，成立日期2014年10月24日，上市日期2022年8月12日，公司主营业务涉及研发、设计和销售应用于 服务器、工作站等计算、存储设备中的高端处理器。主营业务收入构成为：高端处理器99.73%，其他 (补充)0.27%。 方正富邦科创创业50ETF（588310）基金经理为于润泽、徐维君。 截至发稿，于润泽累计任职时间3年197天，现任基金资产总规模10.78亿元，任职期间最佳基金回报 32.24%， 任职期间最差基金回报-30.33%。 徐维君累计任职时间4年177天，现任基金资产总规模5.41亿元，任职期间最佳基金回报52.5%， 任职期 间最差基金回报-30.33%。 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 从 ...

截至发稿，马斌博累计任职时间7年279天，现任基金资产总规模3897.17万元，任职期间最佳基金回报 78.16%， 任职期间最差基金回报-43.63%。 数据显示，浙商证券资管旗下1只基金重仓海光信息。浙商汇金转型成长（000935）二季度减持2831 股，持有股数8400股，占基金净值比例为3.04%，位居第十大重仓股。根据测算，今日浮亏损失约10.95 万元。 浙商汇金转型成长（000935）成立日期2014年12月30日，最新规模3898.75万。今年以来收益37.96%， 同类排名2027/8244；近一年收益55.76%，同类排名1916/8080；成立以来收益33.26%。 浙商汇金转型成长（000935）基金经理为马斌博。 9月29日，海光信息跌5.03%，截至发稿，报246.07元/股，成交57.53亿元，换手率0.98%，总市值 5719.50亿元。 资料显示，海光信息技术股份有限公司位于北京市海淀区东北旺西路8号中关村软件园27号楼C座4-5 层，成立日期2014年10月24日，上市日期2022年8月12日，公司主营业务涉及研发、设计和销售应用于 服务器、工作站等计算、存储设备中的高端处 ...

9月25日，海光信息涨5.11%，截至发稿，报273.16元/股，成交65.89亿元，换手率1.05%，总市值 6349.16亿元。 资料显示，海光信息技术股份有限公司位于北京市海淀区东北旺西路8号中关村软件园27号楼C座4-5 层，成立日期2014年10月24日，上市日期2022年8月12日，公司主营业务涉及研发、设计和销售应用于 服务器、工作站等计算、存储设备中的高端处理器。主营业务收入构成为：高端处理器99.73%，其他 (补充)0.27%。 从基金十大重仓股角度 数据显示，浙商证券资管旗下1只基金重仓海光信息。浙商汇金转型成长（000935）二季度减持2831 股，持有股数8400股，占基金净值比例为3.04%，位居第十大重仓股。根据测算，今日浮盈赚取约11.15 万元。 浙商汇金转型成长（000935）成立日期2014年12月30日，最新规模3898.75万。今年以来收益41.07%， 同类排名1887/8173；近一年收益63.79%，同类排名1917/8003；成立以来收益36.26%。 浙商汇金转型成长（000935）基金经理为马斌博。 截至发稿，马斌博累计任职时间7年275天，现任基金资产总 ...

Company Overview - Haiguang Information Technology Co., Ltd. is located in Beijing and was established on October 24, 2014, with its listing date on August 12, 2022 [1] - The company specializes in the research, design, and sales of high-end processors used in servers and workstations, with 99.73% of its revenue coming from high-end processors [1] Stock Performance - On September 25, Haiguang Information's stock rose by 5.11%, reaching a price of 273.16 CNY per share, with a trading volume of 6.604 billion CNY and a turnover rate of 1.06%, resulting in a total market capitalization of 634.916 billion CNY [1] Fund Holdings - A fund under Bank of China Securities holds a significant position in Haiguang Information, with 50,000 shares held in the second quarter, unchanged from the previous period, representing 2.39% of the fund's net value [2] - The fund, Zhongyin Securities Technology Innovation Mixed (LOF) (501095), has a total scale of 296 million CNY and has achieved a year-to-date return of 72.85% [2] Fund Manager Performance - The fund manager, Lin Bocheng, has been in position for 7 years and 198 days, with the fund's total asset size at 854 million CNY [3] - During Lin's tenure, the best fund return was 110.75%, while the worst return was -48.35% [3]

9月23日，海光信息盘中下跌2.04%，截至10:24，报255.88元/股，成交56.06亿元，换手率0.93%，总市 值5947.52亿元。 海光信息所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：中科院系、AIPC概念、并 购重组、半导体、英伟达概念等。 截至6月30日，海光信息股东户数8.00万，较上期增加10.93%；人均流通股11079股，较上期减少 9.85%。2025年1月-6月，海光信息实现营业收入54.64亿元，同比增长45.21%；归母净利润12.01亿元， 同比增长40.78%。 分红方面，海光信息A股上市后累计派现7.43亿元。 机构持仓方面，截止2025年6月30日，海光信息十大流通股东中，香港中央结算有限公司位居第一大流 通股东，持股7312.67万股，相比上期增加859.11万股。华夏上证科创板50成份ETF（588000）位居第三 大流通股东，持股5046.76万股，相比上期增加61.61万股。易方达上证科创板50ETF（588080）位居第 四大流通股东，持股3849.70万股，相比上期增加327.22万股。嘉实上证科创板芯片ETF（588200）位居 第五大 ...

中银证券科技创新混合(LOF)（501095）成立日期2020年3月12日，最新规模2.96亿。今年以来收益 71.39%，同类排名279/8172；近一年收益112.3%，同类排名363/7980；成立以来亏损15.59%。 中银证券科技创新混合(LOF)（501095）基金经理为林博程。 截至发稿，林博程累计任职时间7年191天，现任基金资产总规模8.54亿元，任职期间最佳基金回报 110.75%， 任职期间最差基金回报-48.35%。 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。 9月18日，海光信息涨6.18%，截至发稿，报257.68元/股，成交70.06亿元，换手率1.18%，总市值 5989.35亿元。 资料显示，海光信息技术股份有限公司位于北京市海淀区东北旺西路8号中关村软件园27号楼C座4-5 层，成立日期2014年10月24日，上市日期2022年8月12日，公司主营业务涉及研发、设计和销售应用于 服务器、工作站等计算、存储设备中的高端处理器。主营业务 ...

Core Viewpoint - Haiguang Information experienced a significant stock price increase of 20.00% on September 11, with a trading volume of 15.997 billion yuan, indicating strong market interest and activity [1]. Financing Summary - On September 11, Haiguang Information had a financing buy-in amount of 3.337 billion yuan, with a net financing purchase of 1.199 billion yuan after repayments [1]. - The total financing and securities lending balance reached 9.047 billion yuan, with the financing balance accounting for 1.75% of the circulating market value, indicating a high level of activity compared to the past year [1]. - The securities lending activity included a repayment of 1,710 shares and a sale of 2,705 shares, with a total selling amount of 597,400 yuan, and a securities lending balance of 45.176 million yuan, also at a high level [1]. Company Performance - As of June 30, Haiguang Information reported a total of 80,000 shareholders, an increase of 10.93% from the previous period, while the average circulating shares per person decreased by 9.85% to 11,079 shares [2]. - For the first half of 2025, the company achieved a revenue of 5.464 billion yuan, representing a year-on-year growth of 45.21%, and a net profit attributable to shareholders of 1.201 billion yuan, up 40.78% year-on-year [2]. Dividend and Shareholding Structure - Since its A-share listing, Haiguang Information has distributed a total of 743 million yuan in dividends [3]. - As of June 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 73.1267 million shares, an increase of 8.5911 million shares from the previous period [3]. - Other significant shareholders include various ETFs, with notable increases in holdings, indicating growing institutional interest in the company [3].

Group 1 - The core viewpoint of the news is the performance and financial metrics of Haiguang Information Technology Co., Ltd., which saw a stock price increase of 5.43% to 194.03 CNY per share, with a total market capitalization of 450.99 billion CNY [1] - Haiguang Information specializes in the research, design, and sales of high-end processors used in servers and workstations, with 99.73% of its revenue coming from high-end processors [1] - The company was founded on October 24, 2014, and went public on August 12, 2022, indicating a relatively recent entry into the public market [1] Group 2 - The fund "Agricultural Bank of China Huiri Fund" holds a significant position in Haiguang Information, with the "Agricultural Bank of China Specialized and New Mixed A" fund reducing its holdings by 233 shares, now holding 21,600 shares, which represents 2.95% of the fund's net value [2] - The fund has achieved a year-to-date return of 35.13% and a one-year return of 73.14%, ranking 1557 out of 8175 and 1064 out of 7982 respectively in its category [2] - The fund manager, Wei Gang, has been in position for 7 years and 172 days, with the best fund return during his tenure being 117.15% [3]

Group 1 - The rapid development of artificial intelligence (AI) technology is becoming a significant driving force for economic growth, with the Chinese government implementing six key actions under the "AI+" initiative [1] - At the 2025 China International Big Data Industry Expo, over 60% of the 375 participating companies showcased products and services related to "AI+" [2] - Companies like Haiguang Information and Industrial Fulian reported substantial revenue growth in AI-related sectors, with Haiguang's net profit exceeding 1 billion yuan for the first time and Industrial Fulian's server revenue growing over 50% [2] Group 2 - The national computing power capacity has reached 302 EFLOPS, ranking second globally, with ongoing optimization of computing resource layout [5] - Huawei showcased its CloudMatrix384 super node at the expo, emphasizing its role in providing high-performance computing services to enterprises [5] - The integration of computing power with the real economy is expected to enhance AI applications in various sectors, including transportation and healthcare [5] Group 3 - The "AI+" initiative is anticipated to optimize consumption structure and drive rapid growth in the core industries of the smart economy [6] - The proliferation of smart devices and technologies is expected to create a comprehensive intelligent interaction environment, fostering new products and business models [6] - The AI market in China is projected to reach 36.63 trillion yuan by 2035, driven by policy support and market demand [7]