中海分红增利混合（398011）基金经理为邱红丽。 截至发稿，邱红丽累计任职时间11年194天，现任基金资产总规模3.31亿元，任职期间最佳基金回报 111.1%， 任职期间最差基金回报-49.61%。 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。 9月26日，精研科技跌5.01%，截至发稿，报50.21元/股，成交3.62亿元，换手率4.75%，总市值93.43亿 元。 资料显示，江苏精研科技股份有限公司位于江苏省常州市钟楼经济开发区棕榈路59号，成立日期2004年 11月29日，上市日期2017年10月19日，公司主营业务涉及以MIM产品为主业,并在近年来新拓展了传 动、精密塑胶、散热、智能制造服务及电子制造板块业务。主营业务收入构成为：MIM零部件及组件 59.24%，传动、散热类组件及其他25.79%，精密塑胶零部件及组件7.99%，其他(补充)4.27%，终端产品 2.71%。 从基金十大重仓股角度 数据显示，中海基金旗下1只基金重仓精研科技。中海分红增利混合 ...

Company Overview - Jiangsu Jingyan Technology Co., Ltd. is located in Changzhou, Jiangsu Province, and was established on November 29, 2004. The company went public on October 19, 2017. Its main business involves MIM products, with recent expansions into transmission, precision plastics, heat dissipation, intelligent manufacturing services, and electronic manufacturing sectors [1]. Business Composition - The revenue composition of the company's main business is as follows: MIM components and assemblies account for 59.24%, transmission and heat dissipation components and others make up 25.79%, precision plastic components and assemblies represent 7.99%, other supplementary products are 4.27%, and end products constitute 2.71% [1]. Fund Holdings - According to data, one fund under China Ocean Fund holds a significant position in Jingyan Technology. The China Ocean Dividend and Growth Mixed Fund (398011) held 190,000 shares in the second quarter, representing 3.91% of the fund's net value, making it the fifth-largest holding. The estimated floating loss today is approximately 526,300 yuan [2]. Fund Performance - The China Ocean Dividend and Growth Mixed Fund (398011) was established on June 16, 2005, with a current scale of 190 million yuan. Year-to-date, it has achieved a return of 27.86%, ranking 3312 out of 8172 in its category. Over the past year, it has returned 85.13%, ranking 1060 out of 7995, and since inception, it has returned 313.83% [2]. Fund Management - The fund manager of the China Ocean Dividend and Growth Mixed Fund (398011) is Qiu Hongli, who has been in the position for 11 years and 191 days. The total asset size of the fund is currently 331 million yuan, with the best return during her tenure being 111.1% and the worst being -50.72% [3].

Core Viewpoint - The company, Jingyan Technology, specializes in MIM components for foldable smartphones and has begun mass production of cooling solutions, positioning itself for growth in various sectors including smart wearables and data servers [1][2][5]. Group 1: Company Overview - Jingyan Technology's main products include MIM components and modules, with a significant portion of revenue derived from these products, accounting for nearly 60% of total revenue [2][6]. - The company reported a revenue of 1.415 billion yuan in the first half of 2025, representing a year-on-year growth of 41.19%, and a net profit of 80.75 million yuan, up 36.37% [2][6]. Group 2: Market Position and Opportunities - The foldable smartphone market is expected to see a shipment of around 10 million units in China by 2025, with a compound annual growth rate of 10.6% projected until 2028 [5]. - The anticipated entry of Apple into the foldable smartphone market is expected to accelerate industry growth, with foldable phone sales projected to increase by 40%-60% in 2026 [5][6]. Group 3: Product Applications and Expansion - MIM components are being utilized in various fields, including smart wearables and data servers, with the company increasing its MIM production capacity [8]. - The company plans to raise up to 578 million yuan through convertible bonds to fund new production projects for precision MIM components and expand its R&D capabilities [8][9]. Group 4: Cooling Solutions and New Growth Points - The company has begun mass production of cooling solutions, including liquid cooling modules and heat pipes, targeting applications in energy storage and edge computing servers [9]. - The liquid cooling business is expected to benefit from increased domestic investment in computing infrastructure, potentially becoming a new growth driver for the company [9]. Group 5: Institutional Perspectives - Analysts from Zhonghang Securities and Huaxin Securities express optimism about the company's ability to capitalize on high-growth trends in the foldable screen and cooling sectors [10].

Core Viewpoint - Jingyan Technology's stock price has shown a significant increase of 27.76% year-to-date, despite a recent decline of 11.74% over the past five trading days [2] Company Overview - Jiangsu Jingyan Technology Co., Ltd. was established on November 29, 2004, and went public on October 19, 2017. The company is located in Changzhou, Jiangsu Province [2] - The main business of Jingyan Technology focuses on MIM products, with recent expansions into transmission, precision plastics, heat dissipation, smart manufacturing services, and electronic manufacturing sectors [2] - The revenue composition of Jingyan Technology includes: MIM components and assemblies (59.24%), transmission and heat dissipation components (25.79%), precision plastic components (7.99%), other (4.27%), and end products (2.71%) [2] Financial Performance - For the first half of 2025, Jingyan Technology achieved operating revenue of 1.415 billion yuan, representing a year-on-year growth of 41.19%. The net profit attributable to shareholders was 80.75 million yuan, up 36.37% year-on-year [2] - Since its A-share listing, Jingyan Technology has distributed a total of 182 million yuan in dividends, with 50.24 million yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders of Jingyan Technology was 27,800, a decrease of 14.37% from the previous period. The average circulating shares per person increased by 17.19% to 5,366 shares [2] - Notable institutional shareholders include Huaan Media Internet Mixed Fund (third largest shareholder with 3.3825 million shares), Huaxia Industry Prosperity Mixed Fund (seventh largest with 2.6293 million shares), and Hong Kong Central Clearing Limited (tenth largest with 2.2257 million shares) [3]

Group 1 - The core viewpoint of the news is that Jingyan Technology has shown significant stock performance and financial growth in recent months, with a notable increase in share price and revenue [1][2]. - As of September 1, the stock price of Jingyan Technology rose by 2.12% to 53.97 CNY per share, with a total market capitalization of 10.04 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 34.72%, with a 60-day increase of 42.25% [1]. Group 2 - For the first half of 2025, Jingyan Technology reported a revenue of 1.415 billion CNY, representing a year-on-year growth of 41.19%, and a net profit of 80.75 million CNY, up 36.37% [2]. - The company has distributed a total of 182 million CNY in dividends since its A-share listing, with 50.24 million CNY distributed in the last three years [3]. - As of June 30, 2025, the number of shareholders decreased by 14.37% to 27,800, while the average number of circulating shares per person increased by 17.19% to 5,366 shares [2].

Core Viewpoint - Jingyan Technology's stock price has shown significant growth this year, with a 30.05% increase, while recent trading activity indicates a mixed sentiment among investors [2]. Group 1: Stock Performance - As of August 27, Jingyan Technology's stock price was 52.10 CNY per share, with a market capitalization of 9.695 billion CNY [1]. - The stock has increased by 30.05% year-to-date, with a 0.56% rise in the last five trading days, 20.13% in the last 20 days, and 38.23% over the last 60 days [2]. Group 2: Financial Performance - For the first quarter of 2025, Jingyan Technology reported revenue of 469 million CNY, a year-on-year increase of 20.66%, while the net profit attributable to shareholders was -17.4962 million CNY, reflecting a 35.45% year-on-year growth [2]. Group 3: Business Overview - Jingyan Technology, established on November 29, 2004, and listed on October 19, 2017, primarily focuses on MIM products and has expanded into transmission, precision plastics, heat dissipation, smart manufacturing services, and electronic manufacturing [2]. - The revenue composition includes MIM components and assemblies (60.67%), transmission and heat dissipation components (24.03%), precision plastic components (9.12%), end products (3.52%), and others (2.66%) [2]. Group 4: Shareholder Information - As of March 31, 2025, the number of shareholders was 32,500, a decrease of 9.12%, with an average of 4,579 circulating shares per person, an increase of 10.04% [2]. - The company has distributed a total of 182 million CNY in dividends since its A-share listing, with 50.24 million CNY distributed in the last three years [3].