数据显示，兴业基金旗下1只基金重仓概伦电子。兴业聚源混合A（002660）二季度持有股数3.6万股， 占基金净值比例为2.67%，位居第一大重仓股。根据测算，今日浮亏损失约8.78万元。 兴业聚源混合A（002660）成立日期2016年6月30日，最新规模2070.11万。今年以来收益11.89%，同类 排名5579/8171；近一年收益24.08%，同类排名5355/8004；成立以来收益74.3%。 兴业聚源混合A（002660）基金经理为倪侃。 9月26日，概伦电子跌5.25%，截至发稿，报44.01元/股，成交2.68亿元，换手率1.37%，总市值191.52亿 元。 资料显示，上海概伦电子股份有限公司位于中国(上海)自由贸易试验区申江路5709号,秋月路26号4幢901 室，成立日期2010年3月18日，上市日期2021年12月28日，公司主营业务涉及向客户提供被全球领先集 成电路设计和制造企业长期广泛验证和使用的EDA产品及解决方案。主营业务收入构成为：EDA工具 授权67.95%，技术开发解决方案21.23%，半导体器件特性测试系统10.63%，其他(补充)0.18%。 从基金十大重仓股角度 截 ...

9月22日，概伦电子涨5.11%，截至发稿，报37.85元/股，成交1.49亿元，换手率0.93%，总市值164.71亿 元。 资料显示，上海概伦电子股份有限公司位于中国(上海)自由贸易试验区申江路5709号,秋月路26号4幢901 室，成立日期2010年3月18日，上市日期2021年12月28日，公司主营业务涉及向客户提供被全球领先集 成电路设计和制造企业长期广泛验证和使用的EDA产品及解决方案。主营业务收入构成为：EDA工具 授权67.95%，技术开发解决方案21.23%，半导体器件特性测试系统10.63%，其他(补充)0.18%。 从基金十大重仓股角度 数据显示，兴业基金旗下1只基金重仓概伦电子。兴业聚源混合A（002660）二季度持有股数3.6万股， 占基金净值比例为2.67%，位居第一大重仓股。根据测算，今日浮盈赚取约6.62万元。 兴业聚源混合A（002660）基金经理为倪侃。 截至发稿，倪侃累计任职时间7年67天，现任基金资产总规模258.21亿元，任职期间最佳基金回报 18.08%， 任职期间最差基金回报0.28%。 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 ...

Core Viewpoint - The company, Gaolun Electronics, experienced a decline in stock price by 1.98% on September 15, with a trading volume of 274 million yuan, indicating a potential market reaction to recent financial performance and investor sentiment [1] Financing Summary - On September 15, Gaolun Electronics had a financing buy-in amount of 31.37 million yuan, with a net financing buy of 13.52 million yuan after repayments [1] - The current financing balance stands at 248 million yuan, representing 1.58% of the circulating market value, which is above the 90th percentile of the past year, indicating a high level of financing activity [1] - The company had a low short-selling balance of 398,200 yuan, with a short-selling volume of 11,000 shares, which is below the 50th percentile of the past year, suggesting limited short-selling interest [1] Financial Performance - For the first half of 2025, Gaolun Electronics reported a revenue of 21.8 million yuan, reflecting a year-on-year growth of 11.43% [2] - The net profit attributable to the parent company reached 4.62 million yuan, showing a significant year-on-year increase of 212.95% [2] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 43.22% to 16,300, with an average of 26,771 circulating shares per person, up by 71.49% [2] - Cumulatively, the company has distributed 52.06 million yuan in dividends since its A-share listing, with 43.38 million yuan distributed over the past three years [3] - Notably, the top ten circulating shareholders include the Noan Optimized Allocation Mixed A fund, which holds 5.33 million shares, a decrease of 1.36 million shares from the previous period [3]

Group 1 - The core viewpoint of the news is that Gaolun Electronics has seen a significant stock price increase of 5.05%, reaching 34.98 CNY per share, with a total market capitalization of 15.223 billion CNY [1] - Gaolun Electronics, established on March 18, 2010, and listed on December 28, 2021, is located in the China (Shanghai) Free Trade Zone and specializes in providing EDA products and solutions widely validated by leading global integrated circuit design and manufacturing companies [1] - The company's main business revenue composition includes EDA tool licensing at 67.95%, technical development solutions at 21.23%, semiconductor device characteristic testing systems at 10.63%, and other supplementary services at 0.18% [1] Group 2 - From the perspective of fund holdings, one fund under Xinghe Fund has a significant position in Gaolun Electronics, with the Xinghe Advanced Manufacturing Mixed Fund A (018876) holding 55,000 shares, accounting for 3.26% of the fund's net value, ranking as the ninth largest holding [2] - The Xinghe Advanced Manufacturing Mixed Fund A (018876) was established on August 8, 2023, with a latest scale of 23.9524 million CNY, achieving a year-to-date return of 40.6% and a one-year return of 95.99% [2] - The fund manager, Liang Chenxing, has been in position for 2 years and 35 days, with the fund's total asset scale at 55.4064 million CNY, achieving a best return of 70.49% and a worst return of 4.9% during his tenure [3]

Group 1 - The core viewpoint of the news is that Gaolun Electronics has seen a significant increase in its stock price, rising by 5.05% to reach 34.98 CNY per share, with a total market capitalization of 15.223 billion CNY [1] - Gaolun Electronics, established on March 18, 2010, and listed on December 28, 2021, is located in the China (Shanghai) Free Trade Zone and specializes in providing EDA products and solutions widely validated by leading global integrated circuit design and manufacturing companies [1] - The company's main business revenue composition includes EDA tool licensing at 67.95%, technical development solutions at 21.23%, semiconductor device characteristic testing systems at 10.63%, and other supplementary services at 0.18% [1] Group 2 - From the perspective of the top circulating shareholders, the Noan Fund has reduced its holdings in Gaolun Electronics, specifically the Noan Optimized Allocation Mixed A Fund, which decreased its shares by 136.1 thousand to hold 533.1 thousand shares, representing 1.23% of the circulating shares [2] - The Noan Optimized Allocation Mixed A Fund, established on September 20, 2018, has a latest scale of 1.057 billion CNY and has achieved a year-to-date return of 17.28%, ranking 4253 out of 8177 in its category [2] - The fund has also seen a one-year return of 86.38%, ranking 552 out of 7982, and a cumulative return since inception of 109.01% [2]