达诚基金成立于2019年，截至目前，资产管理规模(全部公募基金)14.55亿元，排名174/210；资产管理 规模(非货币公募基金)14.54亿元，排名151/210；管理公募基金数17只，排名142/210；旗下公募基金经 理4人，排名155/210。旗下最近一年表现最佳的公募基金产品为达诚价值先锋灵活配置A，最新单位净 值为0.74，近一年增长23.79%。 证券之星消息，根据市场公开信息及8月21日披露的机构调研信息，达诚基金近期对1家上市公司进行了 调研，相关名单如下： 调研纪要：公司主营无源光器件，营收占比超90%，毛利率保持在30%左右。公司大幅扩充MT插芯产 能，具备线切割设备和先进检测工艺。CPO相关产品研发进展顺利，光柔性板保持领先地位。公司与第 一大客户建立紧密供应关系，通过开发新产品和拓展应用领域取得市场收获。公司注重资本运作和员工 激励，未来将继续推动良好发展。 1)太辰光（300570）(达诚基金参与公司投资者交流会) ...

Core Viewpoint - The company indicates that the potential 100% tariff on semiconductors proposed by the U.S. President will have a limited and manageable impact on its sales operations, particularly in North America, where sales revenue is relatively small compared to total revenue [1] Group 1 - The company's sales revenue in North America for 2024 is approximately 76.49 million, accounting for 2.35% of the total sales revenue for the year [1] - The current tariff policy's impact on the company's sales business is controllable and limited [1] - The company reports that progress on its CPO-related new products is proceeding smoothly, with no immediate concerns regarding order fulfillment [1]