鹏华碳中和主题混合A（016530）成立日期2023年5月5日，最新规模28.3亿。今年以来收益76.33%，同 类排名193/8213；近一年收益89.73%，同类排名44/8130；成立以来收益74.95%。 鹏华碳中和主题混合A（016530）基金经理为闫思倩。 截至发稿，闫思倩累计任职时间8年34天，现任基金资产总规模188.18亿元，任职期间最佳基金回报 306.25%， 任职期间最差基金回报-6.29%。 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 11月17日，盛视科技涨6.65%，截至发稿，报31.29元/股，成交2.15亿元，换手率5.30%，总市值81.93亿 元。 资料显示，盛视科技股份有限公司位于广东省深圳市南山区高新北四道11号(原齐民道1号)盛视大厦， 成立日期1997年1月16日，上市日期2020年5月25日，公司主营业务涉及公司是一家从事人工智能、大数 据、物联网等新一代信息技术研究,为用户提供符合未来发展的智能产品 ...

Core Insights - The A-share market has faced pressure in recent years, impacting active equity funds and leading to poor investor experiences. However, since the introduction of the 924 policy last year, the market has rebounded, with active equity funds achieving impressive returns in 2023 [1] - Active equity funds, including ordinary stock, equity hybrid, flexible allocation, and balanced hybrid funds, have recorded an average return of 32.44% in the first three quarters of 2025, significantly outperforming mainstream broad-based indices [1] - The current market environment has led to a pronounced structural differentiation, raising the bar for fund managers' research and investment capabilities [1] Company Developments - Penghua Fund, with 26 years of investment research experience, recognizes the need to adapt to the new market environment and trends by evolving its investment research culture, talent development, and product layout [1] - The company has established a continuously iterating investment research system and a comprehensive talent pipeline, offering diverse asset allocation solutions for investors with varying risk appetites [1] - As a result of its sustained efforts, Penghua Fund has received notable ratings, with 24 of its active equity products awarded five-star or AAAAA ratings by major institutions as of the end of Q3 2025 [2] Performance Highlights - Among the rated products, Penghua Medical Technology A has achieved top rankings in various time frames within the pharmaceutical and healthcare sector, while Penghua Innovation Upgrade A has also received high ratings across multiple institutions [2][3] - Long-standing products like Penghua Brand Inheritance and Penghua Prosperity Innovation Mixed (LOF) A have withstood market tests, receiving five-star ratings over ten years from different institutions [2] - Seven active equity funds from Penghua Fund ranked in the top ten of their categories on the long-term performance list by Galaxy Securities as of September 30, 2025, showcasing the company's investment return capabilities [2] Investment Strategy - In the context of frequent structural opportunities in the equity market in 2025, Penghua Fund has developed a systematic investment research strategy that combines top-down and bottom-up approaches [3] - The company maintains a balanced industry allocation and dynamically optimizes its investment portfolio based on market changes, employing wave operations based on long-term trend judgments [3] - Penghua Fund aims to continue deepening its focus on active equity investments and enhancing its research capabilities to create long-term stable returns for investors [3]

Core Insights - Demar Technology (688360.SH) reported its Q3 2025 results on October 31, 2025, highlighting significant institutional investor activity [1] Institutional Holdings - As of October 30, 2025, five institutional investors disclosed holdings in Demar Technology A-shares, totaling 102 million shares, which represents 38.79% of the company's total equity [1] - The institutional investors include Huzhou Demar Investment Consulting Co., Ltd., Huzhou Chuangde Investment Consulting Partnership (Limited Partnership), Huzhou Ligoo Management Consulting Co., Ltd., J.P. Morgan Securities PLC - proprietary funds, and Huzhou Quanmei Investment Partnership (Limited Partnership) [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 3.64 percentage points [1] Public Fund Activity - In this reporting period, 58 public funds were not disclosed compared to the previous quarter, including notable funds such as Baoying Technology 30 Mixed, Shenwan Hongyuan Leting Mixed A, Penghua New Energy Mixed A, Penghua Carbon Neutral Theme Mixed A, and CSI 2000 [1]

Core Viewpoint - Huayi Technology (688071.SH) reported a decline in institutional ownership in its third-quarter report for 2025, with a total of 4 institutional investors holding 5.6058 million shares, representing 6.61% of the total share capital, a decrease of 4.67 percentage points from the previous quarter [1] Institutional Investors - A total of 4 institutional investors disclosed their holdings in Huayi Technology, with a combined shareholding of 5.6058 million shares, accounting for 6.61% of the total share capital [1] - The institutional investors include China Merchants Bank Co., Ltd. - Southern Sci-Tech Innovation Board 3-Year Regular Open Mixed Securities Investment Fund, Shanghai Liyuan Equity Investment Management Co., Ltd., China Merchants Bank Co., Ltd. - Ping An Advanced Manufacturing Theme Stock Fund, and National Social Security Fund 114 Portfolio [1] - The overall institutional holding ratio decreased by 4.67 percentage points compared to the previous quarter [1] Public Funds - In this period, 2 public funds increased their holdings in Huayi Technology, with an increase ratio of 0.29% [1] - A total of 75 public funds did not disclose their holdings in this quarter, including notable funds such as Fortune Balanced Preferred Mixed, Penghua Carbon Neutral Theme Mixed A, and others [1] Social Security Fund - One new social security fund disclosed its holdings in Huayi Technology, specifically the National Social Security Fund 114 Portfolio [1]

Group 1 - The core viewpoint of the news is that Buke Co., Ltd. (688160.SH) reported a decrease in institutional investor holdings in its third-quarter report for 2025, with a total of 8 institutional investors holding 52.8333 million shares, representing 58.17% of the total share capital, a decline of 6.24 percentage points from the previous quarter [1] Group 2 - In the public fund sector, there were 3 funds that increased their holdings compared to the previous period, with an increase rate of 1.10% [2] - Conversely, 2 public funds reduced their holdings, with a decrease rate of 0.92% [2] - A total of 85 public funds did not disclose their holdings this period, including several notable funds such as AVIC Trend Leading Mixed Fund and Penghua New Energy Mixed Fund [2]

Group 1 - Fengli Intelligent (301368.SZ) reported its Q3 2025 results, with 13 institutional investors holding a total of 62.2044 million A-shares, representing 51.79% of the total share capital [1] - The top ten institutional investors collectively hold 50.65% of the shares, with an increase of 1.08 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, five funds increased their holdings, accounting for 2.66% of the total [2] - One new public fund was disclosed this period, namely the Fuguo National Robot Industry ETF [2] - A total of 81 public funds were not disclosed in this period, including several notable funds [2]

Core Viewpoint - Zhongjian Technology (002779.SZ) reported its Q3 2025 results, highlighting significant institutional investor interest with a total of 20 institutions holding 41.05% of the company's shares as of October 28, 2025 [1] Group 1: Institutional Holdings - A total of 20 institutional investors disclosed holdings in Zhongjian Technology, amounting to 75.8637 million shares, which represents 41.05% of the total share capital [1] - The top ten institutional investors collectively hold 40.77% of the shares, with a 0.31 percentage point increase compared to the previous quarter [1] Group 2: Public Fund Holdings - Eight public funds increased their holdings in this period, including Morgan Emerging Power Mixed A and XINGQUAN He Yuan Two-Year Holding Mixed A, with an increase ratio of 0.33% [2] - Three public funds reduced their holdings, including Penghua Carbon Neutral Theme Mixed A, with a decrease ratio of 0.77% [2] - Three new public funds disclosed their holdings, while 108 public funds did not disclose their holdings in this period [2]

Group 1 - New Times Data (002527.SZ) reported its Q3 2025 results, with 20 institutional investors holding a total of 121 million shares, representing 18.22% of the total share capital [1] - The top ten institutional investors collectively hold 17.96% of the shares, with a 0.58 percentage point increase compared to the previous quarter [1] Group 2 - In the public fund sector, six funds increased their holdings, accounting for 1.65% of the total, including Penghua Carbon Neutral Theme Mixed A and Huaxia CSI Robot ETF [2] - Eleven new public funds disclosed their holdings this quarter, while 50 funds did not disclose their holdings compared to the previous quarter [2] - One social security fund, the National Social Security Fund 104 Portfolio, reduced its holdings by 0.42% [2]

Core Insights - Meihua Co., Ltd. (603319.SH) reported its Q3 2025 results, revealing that as of October 28, 2025, 46 institutional investors held a total of 63.68 million A-shares, accounting for 18.78% of the company's total share capital [1] - The top ten institutional investors collectively held 15.43% of the shares, with an increase of 1.05 percentage points compared to the previous quarter [1] Institutional Holdings - A total of 17 public funds increased their holdings in this period, with notable funds including Yongying Advanced Manufacturing Mixed Fund A and Penghua Carbon Neutral Theme Mixed Fund A, representing an increase of 4.23% [2] - Two public funds reduced their holdings, including Qianhai Kaiyuan Jiaxin Mixed Fund A and Harvest CSI 2000 ETF, with a decrease of 0.49% [2] - There were 24 newly disclosed public funds this period, including GF Technology Innovation Mixed Fund A and AVIC Trend Navigation Mixed Fund A [2] - 95 public funds were not disclosed in this period, including Wanji Artificial Intelligence Mixed Fund A and Ping An Strategy Pioneer Mixed Fund [2]

Group 1 - Kone Technology (301255.SZ) released its Q3 2025 report on October 29, 2025, indicating that as of October 28, 2025, four institutional investors disclosed holdings in Kone Technology A-shares, totaling 80.6224 million shares, which represents 52.93% of the total share capital [1] - The institutional investors include Kone Technology Holdings Limited, Wenzhou Tongtu Enterprise Management Consulting Center (Limited Partnership), Kunpeng (Qingdao) Private Fund Management Co., Ltd. - Kunpeng Qianshan No. 2 Private Securities Investment Fund, and Shanghai Shiwang Lihua Private Fund Management Co., Ltd. - Shiwang Lihua Journey No. 9 Private Securities Investment Fund, with a combined institutional holding ratio of 52.93% [1] - Compared to the previous quarter, the total institutional holding ratio decreased by 0.69 percentage points [1] Group 2 - In the public fund sector, there were 10 public funds that did not disclose holdings in the current period compared to the previous quarter, including Penghua Carbon Neutral Theme Mixed A, Huafu Technology Momentum Mixed A, Southern CSI 2000 ETF, E Fund Shanghai Stock Exchange Science and Technology Innovation Board Comprehensive Enhancement A, and Xingyin CSI 1000 Index Enhancement A [1]