从基金十大重仓股角度 数据显示，中信建投基金旗下1只基金重仓海光信息。中信建投智信物联网A（001809）三季度持有股 数2万股，占基金净值比例为2.11%，位居第十大重仓股。根据测算，今日浮盈赚取约21.01万元。 中信建投智信物联网A（001809）成立日期2016年8月3日，最新规模1.41亿。今年以来亏损5.47%，同 类排名8062/8134；近一年亏损12.37%，同类排名8025/8056；成立以来收益18.83%。 11月26日，海光信息涨5.07%，截至发稿，报217.19元/股，成交48.65亿元，换手率0.98%，总市值 5048.23亿元。 中信建投智信物联网A（001809）基金经理为周紫光。 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%。 截至发稿，周紫光累计任职时间8年186天，现任基金资产总规模8.41亿元，任 ...

资金流向方面，主力资金净流出6567.74万元，特大单买入2.75亿元，占比14.37%，卖出3.25亿元，占比 16.93%；大单买入6.20亿元，占比32.35%，卖出6.37亿元，占比33.21%。 截至9月30日，海光信息股东户数12.75万，较上期增加59.34%；人均流通股18230股，较上期增加 64.54%。2025年1月-9月，海光信息实现营业收入94.90亿元，同比增长54.65%；归母净利润19.61亿元， 同比增长28.56%。 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9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八大流 通股东，持股5275.03万股，相比上期减少2037.64万股。易方达上证科创板50ETF（588080）位居第九 大流通股东，持股3176.17万股，相比上期减少673.53万股。华夏上证科创板50成份ETF（588000）位居 第十大流通股东，持股3104.20万股，相比上期减少1942.56万股。嘉实上证科创板芯片ETF （588200）、华夏上证50ETF（510050）、华泰柏瑞沪深300ETF（510 ...

11月18日，海光信息盘中上涨2.03%，截至10:45，报217.86元/股，成交15.94亿元，换手率0.32%，总市 值5063.80亿元。 截至9月30日，海光信息股东户数12.75万，较上期增加59.34%；人均流通股18230股，较上期增加 64.54%。2025年1月-9月，海光信息实现营业收入94.90亿元，同比增长54.65%；归母净利润19.61亿元， 同比增长28.56%。 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9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八大流 通股东，持股5275.03万股，相比上期减少2037.64万股。易方达上证科创板50ETF（588080）位居第九 大流通股东，持股3176.17万股，相比上期减少673.53万股。华夏上证科创板50成份ETF（588000）位居 第十大流通股东，持股3104.20万股，相比上期减少1942.56万股。嘉实上证科创板芯片ETF （588200）、华夏上证50ETF（510050）、华泰柏瑞沪深300ETF（510300）退出十大流通股东之列。 责任编辑：小浪快报 资金流 ...

Core Viewpoint - Haiguang Information's stock price has shown volatility, with a year-to-date increase of 45.01%, but a recent decline in the last five and twenty trading days [1][2] Company Overview - Haiguang Information Technology Co., Ltd. was established on October 24, 2014, and went public on August 12, 2022. The company is located in Beijing and specializes in the research, design, and sales of high-end processors used in servers and workstations [1] - The main revenue source for the company is high-end processors, accounting for 99.73% of total revenue, with other sources contributing 0.27% [1] Financial Performance - For the period from January to September 2025, Haiguang Information reported a revenue of 9.49 billion yuan, representing a year-on-year growth of 54.65%. The net profit attributable to shareholders was 1.96 billion yuan, reflecting a year-on-year increase of 28.56% [2] - The company has distributed a total of 743 million yuan in dividends since its A-share listing [3] Stock Market Activity - As of November 12, Haiguang Information's stock was trading at 216.96 yuan per share, with a market capitalization of 504.29 billion yuan. The stock experienced a net outflow of 102 million yuan in principal funds [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on September 11, where it recorded a net purchase of 155 million yuan [1] Shareholder Information - As of September 30, 2025, Haiguang Information had 127,500 shareholders, an increase of 59.34% from the previous period. The average number of circulating shares per shareholder was 18,230, up by 64.54% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with some shareholders reducing their holdings [3]

11月10日，海光信息跌5.02%，截至发稿，报221.00元/股，成交26.66亿元，换手率0.51%，总市值 5136.79亿元。 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%。 中信建投智信物联网A（001809）成立日期2016年8月3日，最新规模1.41亿。今年以来亏损3.65%，同 类排名8151/8219；近一年亏损14.97%，同类排名8087/8125；成立以来收益21.11%。 中信建投智信物联网A（001809）基金经理为周紫光。 截至发稿，周紫光累计任职时间8年170天，现任基金资产总规模8.41亿元，任职期间最佳基金回报 25.5%， 任职期间最差基金回报-44.94%。 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 ...

Group 1 - The core point of the news is that Haiguang Information has seen a 5% increase in stock price, reaching 233.11 CNY per share, with a trading volume of 4.73 billion CNY and a market capitalization of 541.83 billion CNY [1] - Haiguang Information Technology Co., Ltd. was established on October 24, 2014, and went public on August 12, 2022. 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] Group 2 - According to data from the top ten heavy stocks of funds, a fund under Bank of China Securities has heavily invested in Haiguang Information, increasing its holdings by 5,000 shares in the third quarter, bringing the total to 55,000 shares, which accounts for 3.27% of the fund's net value [2] - The Bank of China Securities Technology Innovation Mixed Fund (LOF) has achieved a return of 61.14% this year, ranking 444 out of 8149 in its category, and a return of 48.28% over the past year, ranking 675 out of 8053 [2] Group 3 - The fund manager of the Bank of China Securities Technology Innovation Mixed Fund (LOF) is Lin Bocheng, who has been in the position for 7 years and 240 days, with a total asset scale of 1.186 billion CNY [3] - During Lin Bocheng's tenure, the best fund return was 110.75%, while the worst return was -48.35% [3]

11月6日，海光信息涨5%，截至发稿，报233.11元/股，成交47.08亿元，换手率0.87%，总市值5418.26亿 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，中泰证券资管旗下1只基金重仓海光信息。中泰星锐景气成长混合A（018372）三季度持有 股数7444股，占基金净值比例为2.99%，位居第九大重仓股。根据测算，今日浮盈赚取约8.27万元。 中泰星锐景气成长混合A（018372）成立日期2023年7月18日，最新规模3035.84万。今年以来收益 32.23%，同类排名2531/8149；近一年收益22.89%，同类排名3163/8053；成立以来收益12.53%。 中泰星锐景气成长混合A（018372）基金经理为高兰君。 截至发稿，高兰君累计任职时间6年141天，现任基金资产总规模628 ...

Group 1 - The core point of the news is that Haiguang Information's stock has increased by 5%, reaching 247.96 CNY per share, with a trading volume of 9.542 billion CNY and a turnover rate of 1.68%, resulting in a total market capitalization of 576.343 billion CNY [1] - Haiguang Information Technology Co., Ltd. is located in Beijing and was established on October 24, 2014, with its listing date on August 12, 2022. The company specializes in the research, design, and sales of high-end processors used in servers and workstations [1] - The main business revenue composition of Haiguang Information is 99.73% from high-end processors and 0.27% from other sources [1] Group 2 - From the perspective of fund holdings, one fund under Taiping Fund has heavily invested in Haiguang Information. The Taiping Technology Pioneer Mixed Fund A (023044) held 8,500 shares in the second quarter, accounting for 4.3% of the fund's net value, making it the ninth largest holding [2] - The Taiping Technology Pioneer Mixed Fund A (023044) was established on April 1, 2025, with a latest scale of 23.0144 million CNY and has achieved a return of 46.32% since inception [2] - The fund manager, Xu Hao, has been in position for 207 days, with the total asset scale of 27.9487 million CNY, achieving the best fund return of 46.32% and the worst return of 45.75% during his tenure [2]

Group 1 - The core point of the news is that Haiguang Information has seen a stock price increase of 2.07% on October 22, reaching 241.80 CNY per share, with a total market capitalization of 5620.25 billion CNY and a cumulative increase of 5.94% over three consecutive days [1] - Haiguang Information Technology Co., Ltd. was established on October 24, 2014, and went public on August 12, 2022. 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] - The trading volume for Haiguang Information on the reporting day was 86.41 billion CNY, with a turnover rate of 1.55% [1] Group 2 - From the perspective of fund holdings, one fund under Xinghe Fund has a significant position in Haiguang Information. The Xinghe Advanced Manufacturing Mixed Fund A (018876) reduced its holdings by 4,000 shares in the second quarter, now holding 16,000 shares, which accounts for 4.61% of the fund's net value [2] - The Xinghe Advanced Manufacturing Mixed Fund A has achieved a year-to-date return of 55.83%, ranking 562 out of 8160 in its category, and a one-year return of 65.8%, ranking 296 out of 8026 [2] - The fund manager of Xinghe Advanced Manufacturing Mixed Fund A is Liang Chenxing, who has been in the position for 2 years and 77 days, with the best fund return during his tenure being 84.36% [3]

Core Viewpoint - Haiguang Information's stock price has shown significant growth this year, with a year-to-date increase of 61.61% and a recent market capitalization of 562.25 billion yuan [1][2]. Financial Performance - For the period from January to September 2025, Haiguang Information achieved a revenue of 9.49 billion yuan, representing a year-on-year growth of 54.65%. The net profit attributable to shareholders was 1.96 billion yuan, reflecting a year-on-year increase of 28.56% [2]. - The company has distributed a total of 743 million yuan in dividends since its A-share listing [3]. Stock Market Activity - As of October 22, 2023, Haiguang Information's stock price was 241.80 yuan per share, with a trading volume of 2.078 billion yuan and a turnover rate of 0.38% [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent net purchase on September 11 amounting to 155 million yuan [2]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 59.34% to 127,500, with an average of 18,230 circulating shares per person, up by 64.54% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with some shareholders reducing their holdings [3]. Business Overview - Haiguang Information, established in October 2014 and listed in August 2022, specializes in the research, design, and sales of high-end processors used in servers and workstations. The main business revenue is derived from high-end processors, accounting for 99.73% of total revenue [2]. - The company operates within the semiconductor industry, specifically in digital chip design, and is associated with several concept sectors including AIPC and chip concepts [2].