2025-12-31 持仓
25Q4 分析 →
共 10 只股票
| 序号 | 股票代码 | 股票名称 | 持仓占比 | 持仓股数(万股) | 持仓市值(万元) |
|---|---|---|---|---|---|
| 1 | SH688981 | 中芯国际 | 9.80% | 423.13 | 51972.55 |
| 2 | SH688041 | 海光信息 | 9.51% | 224.51 | 50382.01 |
| 3 | SH688256 | 寒武纪 | 8.94% | 34.97 | 47405.74 |
| 4 | SH688008 | 澜起科技 | 7.31% | 329.16 | 38775.05 |
| 5 | SH688012 | 中微公司 | 6.46% | 125.55 | 34240.05 |
| 6 | SH688072 | 拓荆科技 | 3.02% | 48.49 | 16001.98 |
| 7 | SH688521 | 芯原股份 | 2.74% | 105.80 | 14491.81 |
| 8 | SH688347 | 华虹公司 | 2.38% | 117.20 | 12642.65 |
| 9 | SH688126 | 沪硅产业 | 2.25% | 550.58 | 11914.53 |
| 10 | SH688110 | 东芯股份 | 2.20% | 89.00 | 11689.16 |
2025-09-30 持仓
25Q3 分析 →
共 10 只股票
| 序号 | 股票代码 | 股票名称 | 持仓占比 | 持仓股数(万股) | 持仓市值(万元) |
|---|---|---|---|---|---|
| 1 | SH688041 | 海光信息 | 10.51% | 232.13 | 58637.17 |
| 2 | SH688008 | 澜起科技 | 9.44% | 340.42 | 52698.19 |
| 3 | SH688981 | 中芯国际 | 9.08% | 361.65 | 50677.59 |
| 4 | SH688256 | 寒武纪 | 8.13% | 34.27 | 45404.88 |
| 5 | SH688012 | 中微公司 | 6.97% | 130.20 | 38926.98 |
| 6 | SH688521 | 芯原股份 | 3.42% | 104.22 | 19073.13 |
| 7 | SH688347 | 华虹公司 | 2.49% | 121.13 | 13877.23 |
| 8 | SH688126 | 沪硅产业 | 2.27% | 490.47 | 12653.93 |
| 9 | SH688120 | 华海清科 | 2.18% | 73.38 | 12122.24 |
| 10 | SH688099 | 晶晨股份 | 1.99% | 100.26 | 11147.49 |
2025-06-30 持仓
25Q2 分析 →
共 50 只股票
| 序号 | 股票代码 | 股票名称 | 持仓占比 | 持仓股数(万股) | 持仓市值(万元) |
|---|---|---|---|---|---|
| 1 | SH688981 | 中芯国际 | 9.69% | 168.53 | 14859.05 |
| 2 | SH688041 | 海光信息 | 9.63% | 104.54 | 14770.31 |
| 3 | SH688256 | 寒武纪 | 9.10% | 23.19 | 13950.31 |
| 4 | SH688008 | 澜起科技 | 7.61% | 142.22 | 11662.18 |
| 5 | SH688012 | 中微公司 | 6.46% | 54.33 | 9905.07 |
| 6 | SH688521 | 芯原股份 | 2.75% | 43.57 | 4204.35 |
| 7 | SH688126 | 沪硅产业 | 2.50% | 204.74 | 3832.73 |
| 8 | SH688608 | 恒玄科技 | 2.38% | 10.46 | 3638.11 |
| 9 | SH688213 | 思特威 | 2.33% | 34.96 | 3574.01 |
| 10 | SH688120 | 华海清科 | 2.27% | 20.61 | 3476.33 |
| 11 | SH688002 | 睿创微纳 | 2.06% | 45.31 | 3158.51 |
| 12 | SH688396 | 华润微 | 2.03% | 65.96 | 3110.80 |
| 13 | SH688099 | 晶晨股份 | 1.94% | 41.84 | 2970.80 |
| 14 | SH688347 | 华虹公司 | 1.81% | 50.63 | 2780.59 |
| 15 | SH688525 | 佰维存储 | 1.77% | 40.10 | 2702.47 |
| 16 | SH688072 | 拓荆科技 | 1.74% | 17.37 | 2669.24 |
| 17 | SH688047 | 龙芯中科 | 1.74% | 19.94 | 2660.30 |
| 18 | SH688220 | 翱捷科技 | 1.60% | 31.17 | 2440.35 |
| 19 | SH688361 | 中科飞测 | 1.53% | 27.82 | 2341.69 |
| 20 | SH688019 | 安集科技 | 1.44% | 14.61 | 2217.97 |
| 21 | SH688052 | 纳芯微 | 1.41% | 12.37 | 2159.07 |
| 22 | SH688037 | 芯源微 | 1.40% | 20.00 | 2143.54 |
| 23 | SH688249 | 晶合集成 | 1.32% | 99.69 | 2020.78 |
| 24 | SH688385 | 复旦微电 | 1.28% | 40.02 | 1971.80 |
| 25 | SH688018 | 乐鑫科技 | 1.11% | 11.67 | 1704.22 |
| 26 | SH688582 | 芯动联科 | 1.09% | 24.90 | 1673.08 |
| 27 | SH688536 | 思瑞浦 | 1.04% | 11.55 | 1602.51 |
| 28 | SH688728 | 格科微 | 0.97% | 96.90 | 1492.30 |
| 29 | SH688484 | 南芯科技 | 0.95% | 36.99 | 1463.02 |
| 30 | SH688200 | 华峰测控 | 0.95% | 10.10 | 1456.26 |
| 31 | SH688498 | 源杰科技 | 0.95% | 7.47 | 1456.12 |
| 32 | SH688234 | 天岳先进 | 0.82% | 21.34 | 1249.37 |
| 33 | SH688082 | 盛美上海 | 0.82% | 10.97 | 1250.26 |
| 34 | SH688110 | 东芯股份 | 0.77% | 38.47 | 1179.22 |
| 35 | SH688141 | 杰华特 | 0.71% | 33.32 | 1085.34 |
| 36 | SH688279 | 峰岹科技 | 0.69% | 5.70 | 1057.31 |
| 37 | SH688409 | 富创精密 | 0.68% | 19.02 | 1046.02 |
| 38 | SH688702 | 盛科通信 | 0.61% | 15.29 | 933.54 |
| 39 | SH688362 | 甬矽电子 | 0.59% | 30.43 | 906.06 |
| 40 | SH688798 | 艾为电子 | 0.51% | 11.58 | 789.96 |
| 41 | SH688709 | 成都华微 | 0.50% | 23.74 | 777.30 |
| 42 | SH688352 | 颀中科技 | 0.44% | 59.07 | 663.35 |
| 43 | SH688332 | 中科蓝讯 | 0.40% | 5.95 | 612.64 |
| 44 | SH688172 | 燕东微 | 0.38% | 29.91 | 587.89 |
| 45 | SH688146 | 中船特气 | 0.37% | 19.73 | 570.51 |
| 46 | SH688549 | 中巨芯 | 0.37% | 73.40 | 568.06 |
| 47 | SH688107 | 安路科技 | 0.37% | 19.92 | 562.50 |
| 48 | SH688432 | 有研硅 | 0.33% | 46.49 | 513.27 |
| 49 | SH688584 | 上海合晶 | 0.28% | 24.80 | 443.45 |
| 50 | SH688153 | 唯捷创芯 | 0.22% | 10.70 | 331.64 |
2025-03-31 持仓
25Q1 分析 →
共 10 只股票
| 序号 | 股票代码 | 股票名称 | 持仓占比 | 持仓股数(万股) | 持仓市值(万元) |
|---|---|---|---|---|---|
| 1 | SH688981 | 中芯国际 | 9.60% | 141.35 | 12626.43 |
| 2 | SH688041 | 海光信息 | 8.92% | 82.98 | 11725.43 |
| 3 | SH688256 | 寒武纪 | 8.21% | 17.34 | 10799.25 |
| 4 | SH688008 | 澜起科技 | 7.86% | 132.00 | 10333.03 |
| 5 | SH688012 | 中微公司 | 7.06% | 50.36 | 9284.83 |
| 6 | SH688521 | 芯原股份 | 3.26% | 40.44 | 4287.07 |
| 7 | SH688126 | 沪硅产业 | 2.69% | 190.47 | 3537.00 |
| 8 | SH688608 | 恒玄科技 | 2.57% | 8.32 | 3380.54 |
| 9 | SH688099 | 晶晨股份 | 2.45% | 38.68 | 3227.84 |
| 10 | SH688213 | 思特威 | 2.38% | 32.33 | 3136.74 |
2024-12-31 持仓
24Q4 分析 →
共 10 只股票
| 序号 | 股票代码 | 股票名称 | 持仓占比 | 持仓股数(万股) | 持仓市值(万元) |
|---|---|---|---|---|---|
| 1 | SH688256 | 寒武纪 | 2.23% | 0.91 | 580.05 |
| 2 | SH688041 | 海光信息 | 1.89% | 3.81 | 490.59 |
| 3 | SH688981 | 中芯国际 | 1.86% | 5.66 | 483.76 |
| 4 | SH688012 | 中微公司 | 1.55% | 2.06 | 401.75 |
| 5 | SH688008 | 澜起科技 | 1.47% | 5.40 | 381.99 |
| 6 | SH688126 | 沪硅产业 | 0.62% | 7.79 | 159.93 |
| 7 | SH688099 | 晶晨股份 | 0.47% | 1.59 | 124.32 |
| 8 | SH688396 | 华润微 | 0.46% | 2.50 | 118.70 |
| 9 | SH688120 | 华海清科 | 0.46% | 0.67 | 117.43 |
| 10 | SH688608 | 恒玄科技 | 0.44% | 0.34 | 114.23 |