鹏华科创板200ETF（588240）成立日期2025年2月13日，最新规模2.9亿。今年以来收益5.21%，同类排 名914/5488；成立以来收益47.22%。 鹏华科创板200ETF（588240）基金经理为余展昌。 截至发稿，余展昌累计任职时间3年86天，现任基金资产总规模148.18亿元，任职期间最佳基金回报 61.49%， 任职期间最差基金回报-5.17%。 1月7日，炬光科技涨5.49%，截至发稿，报193.02元/股，成交9.26亿元，换手率5.60%，总市值173.45亿 元。 资料显示，西安炬光科技股份有限公司位于陕西省西安市高新区丈八六路56号，成立日期2007年9月21 日，上市日期2021年12月24日，公司主营业务涉及从事激光行业上游的高功率半导体激光元器件(产生 光子)、激光光学元器件(调控光子)的研发、生产和销售。主营业务收入构成为：激光光学产品 48.73%，半导体激光产品18.92%，汽车应用解决方案产品12.62%，泛半导体制程解决方案产品8.97%， 全球光子工艺和制造业务6.23%，研发服务及加工服务3.76%，其他0.77%。 从基金十大重仓股角度 数据显示，鹏华基 ...

Group 1 - The core viewpoint of the news is that Shanghai Electric Wind Power has seen a significant increase in its stock price, rising by 5.4% to 20.51 CNY per share, with a trading volume of 336 million CNY and a market capitalization of 27.347 billion CNY [1] - Shanghai Electric Wind Power, established on September 7, 2006, and listed on May 19, 2021, specializes in the design, research and development, manufacturing, and sales of wind power generation equipment, as well as providing aftermarket services [1] - The company's revenue composition is primarily from product sales (92.60%), followed by service provision (5.29%), electricity sales (1.42%), and other supplementary income (0.68%) [1] Group 2 - From the perspective of fund holdings, Penghua Fund has a significant position in Shanghai Electric Wind Power, with the Penghua Science and Technology Innovation Board 200 ETF holding 145,300 shares, accounting for 1.16% of the fund's net value, making it the sixth-largest holding [2] - The Penghua Science and Technology Innovation Board 200 ETF, established on February 13, 2025, has a current scale of 290 million CNY and has achieved a return of 33.91% since inception [2] - The fund manager, Yu Zhanchang, has been in position for 3 years and 25 days, overseeing assets totaling 14.818 billion CNY, with the best fund return during his tenure being 64.36% and the worst being -3.47% [2]

Group 1 - The core point of the news is that UCloud's stock price dropped by 5.02% to 25.16 CNY per share, with a trading volume of 676 million CNY and a turnover rate of 6.43%, resulting in a total market capitalization of 11.481 billion CNY [1] - UCloud Technology Co., Ltd. is based in Shanghai and was established on March 16, 2012, with its IPO on January 20, 2020. The company primarily operates as a neutral third-party cloud computing service provider, offering a secure and reliable cloud computing service platform [1] - The revenue composition of UCloud includes: Public Cloud 50.63%, Hybrid Cloud 35.41%, Cloud Communication 8.26%, Private Cloud 2.75%, Solutions and Others 1.90%, and Edge Cloud 1.05% [1] Group 2 - From the perspective of fund holdings, one fund under Penghua Fund has a significant position in UCloud. The Penghua Sci-Tech Innovation Board 200 ETF (588240) held 68,800 shares in the second quarter, accounting for 1.05% of the fund's net value, making it the fifth-largest holding [2] - The estimated floating loss for the fund today is approximately 91,500 CNY [2] Group 3 - The Penghua Sci-Tech Innovation Board 200 ETF (588240) was established on February 13, 2025, with a current size of 149 million CNY and a cumulative return of 37.8% since inception [3] - The fund manager of the Penghua Sci-Tech Innovation Board 200 ETF is Yu Zhanchang, who has been in the position for 2 years and 345 days. The total asset size of the fund is 11.788 billion CNY, with the best return during his tenure being 54.91% and the worst return being -8.83% [4]

Group 1 - The core viewpoint of the news is that 聚辰股份 (Jucheng Semiconductor) experienced a stock price increase of 5.31%, reaching 86.82 CNY per share, with a trading volume of 4.95 billion CNY and a turnover rate of 3.70%, resulting in a total market capitalization of 137.28 billion CNY [1] - 聚辰股份 is located in Shanghai and was established on November 13, 2009, with its listing date on December 23, 2019. The company specializes in the research, design, and sales of integrated circuit products, providing application solutions and technical support services [1] - The company's main business revenue is entirely derived from chip sales, accounting for 100% of its revenue [1] Group 2 - From the perspective of fund holdings, one fund under 鹏华基金 (Penghua Fund) has a significant position in 聚辰股份. The 鹏华科创板200ETF (588240) held 20,700 shares in the second quarter, representing 1.13% of the fund's net value, making it the fourth-largest holding [2] - The 鹏华科创板200ETF (588240) was established on February 13, 2025, with a latest scale of 1.49 billion CNY and has achieved a return of 33.91% since inception [2] - The fund manager, 余展昌 (Yu Zhanchang), has been in charge for 2 years and 334 days, overseeing total assets of 11.788 billion CNY, with the best fund return during his tenure being 63.88% and the worst being -3.73% [2]