重仓股明细
查询指定年度的基金持仓:
| 季报日期: 2026-03-31 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
300751 |
迈为股份 |
9.39% |
2.01 |
459.69 |
0.01% |
2.00 (99.50%) |
| 2 |
688516 |
奥特维 |
7.40% |
4.94 |
362.27 |
0.02% |
新增 |
| 3 |
300118 |
东方日升 |
7.05% |
21.49 |
345.13 |
0.02% |
新增 |
| 4 |
002865 |
钧达股份 |
6.25% |
4.25 |
305.92 |
0.02% |
新增 |
| 5 |
688556 |
高测股份 |
6.19% |
23.17 |
303.11 |
0.03% |
新增 |
| 6 |
300316 |
晶盛机电 |
6.03% |
7.18 |
295.17 |
0.01% |
新增 |
| 7 |
688726 |
拉普拉斯 |
5.84% |
5.21 |
286.00 |
0.02% |
新增 |
| 8 |
688223 |
晶科能源 |
5.59% |
42.01 |
273.48 |
0.00% |
新增 |
| 9 |
603381 |
永臻股份 |
3.35% |
6.98 |
163.96 |
0.05% |
新增 |
| 10 |
688503 |
聚和材料 |
3.16% |
1.87 |
154.66 |
0.01% |
新增 |
| 季报日期: 2026-03-31 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
300751 |
迈为股份 |
9.39% |
2.01 |
459.69 |
0.01% |
2.00 (99.50%) |
| 2 |
688516 |
奥特维 |
7.40% |
4.94 |
362.27 |
0.02% |
新增 |
| 3 |
300118 |
东方日升 |
7.05% |
21.49 |
345.13 |
0.02% |
新增 |
| 4 |
002865 |
钧达股份 |
6.25% |
4.25 |
305.92 |
0.02% |
新增 |
| 5 |
688556 |
高测股份 |
6.19% |
23.17 |
303.11 |
0.03% |
新增 |
| 6 |
300316 |
晶盛机电 |
6.03% |
7.18 |
295.17 |
0.01% |
新增 |
| 7 |
688726 |
拉普拉斯 |
5.84% |
5.21 |
286.00 |
0.02% |
新增 |
| 8 |
688223 |
晶科能源 |
5.59% |
42.01 |
273.48 |
0.00% |
新增 |
| 9 |
603381 |
永臻股份 |
3.35% |
6.98 |
163.96 |
0.05% |
新增 |
| 10 |
688503 |
聚和材料 |
3.16% |
1.87 |
154.66 |
0.01% |
新增 |
显示全部持仓明细>>
| 季报日期: 2025-12-31 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
002407 |
多氟多 |
4.78% |
7.62 |
258.39 |
7.25% |
新增 |
| 2 |
002240 |
盛新锂能 |
4.06% |
6.37 |
219.32 |
6.15% |
新增 |
| 3 |
688353 |
华盛锂电 |
2.96% |
1.41 |
160.01 |
4.49% |
新增 |
| 4 |
300207 |
欣旺达 |
2.25% |
4.65 |
121.60 |
3.41% |
-1.44 (-30.97%) |
| 5 |
002709 |
天赐材料 |
2.09% |
2.44 |
113.05 |
3.17% |
新增 |
| 6 |
688392 |
骄成超声 |
2.05% |
0.99 |
110.86 |
3.11% |
新增 |
| 7 |
603507 |
振江股份 |
1.99% |
4.08 |
107.34 |
3.01% |
新增 |
| 8 |
002487 |
大金重工 |
1.86% |
1.94 |
100.74 |
2.83% |
新增 |
| 9 |
688676 |
金盘科技 |
1.78% |
1.06 |
96.05 |
2.69% |
新增 |
| 10 |
603876 |
鼎胜新材 |
1.73% |
6.24 |
93.66 |
2.63% |
新增 |
| 季报日期: 2025-12-31 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
002407 |
多氟多 |
4.78% |
7.62 |
258.39 |
7.25% |
新增 |
| 2 |
002240 |
盛新锂能 |
4.06% |
6.37 |
219.32 |
6.15% |
新增 |
| 3 |
688353 |
华盛锂电 |
2.96% |
1.41 |
160.01 |
4.49% |
新增 |
| 4 |
300207 |
欣旺达 |
2.25% |
4.65 |
121.60 |
3.41% |
-1.44 (-30.97%) |
| 5 |
002709 |
天赐材料 |
2.09% |
2.44 |
113.05 |
3.17% |
新增 |
| 6 |
688392 |
骄成超声 |
2.05% |
0.99 |
110.86 |
3.11% |
新增 |
| 7 |
603507 |
振江股份 |
1.99% |
4.08 |
107.34 |
3.01% |
新增 |
| 8 |
002487 |
大金重工 |
1.86% |
1.94 |
100.74 |
2.83% |
新增 |
| 9 |
688676 |
金盘科技 |
1.78% |
1.06 |
96.05 |
2.69% |
新增 |
| 10 |
603876 |
鼎胜新材 |
1.73% |
6.24 |
93.66 |
2.63% |
新增 |
| 11 |
300750 |
宁德时代 |
1.70% |
0.25 |
91.81 |
2.57% |
--- |
| 12 |
002738 |
中矿资源 |
1.61% |
1.11 |
87.19 |
2.45% |
--- |
| 13 |
605117 |
德业股份 |
1.45% |
0.91 |
78.44 |
2.20% |
--- |
| 14 |
301358 |
湖南裕能 |
1.35% |
1.13 |
73.07 |
2.05% |
--- |
| 15 |
001301 |
尚太科技 |
1.30% |
0.82 |
70.36 |
1.97% |
--- |
| 16 |
300014 |
亿纬锂能 |
1.22% |
1.00 |
65.76 |
1.84% |
--- |
| 17 |
002497 |
雅化集团 |
1.14% |
2.48 |
61.38 |
1.72% |
--- |
| 18 |
09868 |
小鹏集团-W |
1.13% |
0.85 |
60.92 |
1.71% |
--- |
| 19 |
300772 |
运达股份 |
1.12% |
3.17 |
60.42 |
1.69% |
--- |
| 20 |
688275 |
万润新能 |
1.08% |
0.77 |
58.39 |
1.64% |
--- |
| 21 |
002340 |
格林美 |
1.05% |
6.77 |
56.60 |
1.59% |
--- |
| 22 |
601619 |
嘉泽新能 |
1.02% |
12.37 |
54.92 |
1.54% |
--- |
| 23 |
603185 |
弘元绿能 |
0.96% |
1.71 |
52.16 |
1.46% |
--- |
| 24 |
300502 |
新易盛 |
0.96% |
0.12 |
51.71 |
1.45% |
--- |
| 25 |
300438 |
鹏辉能源 |
0.90% |
0.91 |
48.43 |
1.36% |
--- |
| 26 |
600711 |
盛屯矿业 |
0.86% |
3.08 |
46.69 |
1.31% |
--- |
| 27 |
600418 |
江淮汽车 |
0.83% |
0.91 |
45.05 |
1.26% |
--- |
| 28 |
300390 |
天华新能 |
0.83% |
0.82 |
44.78 |
1.26% |
--- |
| 29 |
603659 |
璞泰来 |
0.83% |
1.64 |
44.84 |
1.26% |
--- |
| 30 |
300443 |
金雷股份 |
0.80% |
1.53 |
43.04 |
1.21% |
--- |
| 31 |
688411 |
海博思创 |
0.74% |
0.16 |
39.96 |
1.12% |
--- |
| 32 |
688599 |
天合光能 |
0.69% |
2.26 |
37.41 |
1.05% |
--- |
| 33 |
002812 |
恩捷股份 |
0.68% |
0.65 |
36.82 |
1.03% |
--- |
| 34 |
300850 |
新强联 |
0.67% |
0.87 |
35.99 |
1.01% |
--- |
| 35 |
002895 |
川恒股份 |
0.66% |
0.98 |
35.93 |
1.01% |
--- |
| 36 |
605305 |
中际联合 |
0.66% |
0.86 |
35.83 |
1.00% |
--- |
| 37 |
603026 |
石大胜华 |
0.61% |
0.44 |
32.92 |
0.92% |
--- |
| 38 |
000625 |
长安汽车 |
0.58% |
2.65 |
31.43 |
0.88% |
--- |
| 39 |
300274 |
阳光电源 |
0.57% |
0.18 |
30.79 |
0.86% |
--- |
| 40 |
300308 |
中际旭创 |
0.56% |
0.05 |
30.50 |
0.86% |
--- |
| 41 |
688772 |
珠海冠宇 |
0.52% |
1.30 |
28.00 |
0.79% |
--- |
| 42 |
002202 |
金风科技 |
0.49% |
1.31 |
26.72 |
0.75% |
--- |
| 43 |
002922 |
伊戈尔 |
0.48% |
0.84 |
25.72 |
0.72% |
--- |
| 44 |
603083 |
剑桥科技 |
0.47% |
0.19 |
25.53 |
0.72% |
--- |
| 45 |
603596 |
伯特利 |
0.46% |
0.48 |
24.61 |
0.69% |
--- |
| 46 |
03800 |
协鑫科技 |
0.44% |
24.70 |
23.65 |
0.66% |
--- |
| 47 |
300568 |
星源材质 |
0.44% |
1.55 |
23.64 |
0.66% |
--- |
| 48 |
300693 |
盛弘股份 |
0.42% |
0.59 |
22.59 |
0.63% |
--- |
| 49 |
002851 |
麦格米特 |
0.42% |
0.25 |
22.52 |
0.63% |
--- |
| 50 |
605376 |
博迁新材 |
0.41% |
0.34 |
22.24 |
0.62% |
--- |
| 51 |
000962 |
东方钽业 |
0.40% |
0.66 |
21.82 |
0.61% |
--- |
| 52 |
002475 |
立讯精密 |
0.39% |
0.37 |
20.98 |
0.59% |
--- |
| 53 |
000792 |
盐湖股份 |
0.36% |
0.70 |
19.71 |
0.55% |
--- |
| 54 |
603986 |
兆易创新 |
0.32% |
0.08 |
17.14 |
0.48% |
--- |
| 55 |
688041 |
海光信息 |
0.32% |
0.08 |
17.57 |
0.49% |
--- |
| 56 |
688472 |
阿特斯 |
0.32% |
1.16 |
17.24 |
0.48% |
--- |
| 57 |
688087 |
英科再生 |
0.30% |
0.52 |
16.13 |
0.45% |
--- |
| 58 |
603568 |
伟明环保 |
0.28% |
0.59 |
14.97 |
0.42% |
--- |
| 59 |
02333 |
长城汽车 |
0.27% |
1.05 |
14.51 |
0.41% |
--- |
| 60 |
688717 |
艾罗能源 |
0.27% |
0.23 |
14.34 |
0.40% |
--- |
| 61 |
300073 |
当升科技 |
0.26% |
0.24 |
13.87 |
0.39% |
--- |
| 62 |
603799 |
华友钴业 |
0.24% |
0.19 |
12.97 |
0.36% |
--- |
| 63 |
600885 |
宏发股份 |
0.23% |
0.41 |
12.46 |
0.35% |
--- |
| 64 |
002430 |
杭氧股份 |
0.22% |
0.40 |
11.95 |
0.34% |
--- |
| 65 |
00425 |
敏实集团 |
0.21% |
0.40 |
11.46 |
0.32% |
--- |
| 66 |
02015 |
理想汽车-W |
0.19% |
0.18 |
10.54 |
0.30% |
--- |
| 67 |
300450 |
先导智能 |
0.18% |
0.19 |
9.50 |
0.27% |
--- |
| 68 |
000957 |
中通客车 |
0.17% |
0.82 |
9.36 |
0.26% |
--- |
| 69 |
300124 |
汇川技术 |
0.17% |
0.12 |
9.04 |
0.25% |
--- |
| 70 |
002371 |
北方华创 |
0.17% |
0.02 |
9.18 |
0.26% |
--- |
| 71 |
600686 |
金龙汽车 |
0.17% |
0.52 |
9.22 |
0.26% |
--- |
| 72 |
002384 |
东山精密 |
0.17% |
0.11 |
9.31 |
0.26% |
--- |
| 73 |
600066 |
宇通客车 |
0.16% |
0.27 |
8.83 |
0.25% |
--- |
| 74 |
02533 |
黑芝麻智能 |
0.15% |
0.48 |
8.36 |
0.23% |
--- |
| 75 |
601869 |
长飞光纤 |
0.15% |
0.07 |
8.15 |
0.23% |
--- |
| 76 |
300827 |
上能电气 |
0.15% |
0.24 |
8.21 |
0.23% |
--- |
| 77 |
603312 |
西典新能 |
0.15% |
0.17 |
7.96 |
0.22% |
--- |
| 78 |
09660 |
地平线机器人-W |
0.14% |
0.96 |
7.51 |
0.21% |
--- |
| 79 |
300001 |
特锐德 |
0.12% |
0.25 |
6.42 |
0.18% |
--- |
| 80 |
603092 |
德力佳 |
0.09% |
0.08 |
5.00 |
0.14% |
--- |
| 81 |
02498 |
速腾聚创 |
0.09% |
0.15 |
4.96 |
0.14% |
--- |
| 82 |
000657 |
中钨高新 |
0.08% |
0.15 |
4.16 |
0.12% |
--- |
| 83 |
002706 |
良信股份 |
0.06% |
0.32 |
3.45 |
0.10% |
--- |
| 84 |
688652 |
京仪装备 |
0.06% |
0.03 |
3.29 |
0.09% |
--- |
| 85 |
688008 |
澜起科技 |
0.06% |
0.03 |
3.30 |
0.09% |
--- |
| 86 |
920522 |
纳科诺尔 |
0.06% |
0.06 |
3.40 |
0.10% |
--- |
| 87 |
002518 |
科士达 |
0.05% |
0.06 |
2.91 |
0.08% |
--- |
| 88 |
300476 |
胜宏科技 |
0.05% |
0.01 |
2.88 |
0.08% |
--- |
| 89 |
300751 |
迈为股份 |
0.04% |
0.01 |
2.06 |
0.06% |
--- |
| 90 |
600388 |
龙净环保 |
0.04% |
0.13 |
2.12 |
0.06% |
--- |
显示全部持仓明细>>
| 季报日期: 2025-09-30 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
300750 |
宁德时代 |
9.17% |
1.38 |
554.76 |
0.00% |
0.71 (51.45%) |
| 2 |
001301 |
尚太科技 |
4.73% |
3.42 |
286.29 |
0.02% |
新增 |
| 3 |
002812 |
恩捷股份 |
4.57% |
5.92 |
276.46 |
0.01% |
新增 |
| 4 |
301155 |
海力风电 |
4.55% |
2.88 |
275.10 |
0.02% |
0.88 (30.56%) |
| 5 |
688472 |
阿特斯 |
4.48% |
20.17 |
271.06 |
0.01% |
新增 |
| 6 |
300014 |
亿纬锂能 |
4.09% |
2.72 |
247.52 |
0.00% |
-0.74 (-27.21%) |
| 7 |
300207 |
欣旺达 |
3.40% |
6.09 |
205.78 |
0.00% |
新增 |
| 8 |
002850 |
科达利 |
3.27% |
1.01 |
197.66 |
0.01% |
0.64 (63.37%) |
| 9 |
300274 |
阳光电源 |
2.73% |
1.02 |
165.22 |
0.00% |
新增 |
| 10 |
301358 |
湖南裕能 |
2.66% |
2.66 |
160.72 |
0.01% |
新增 |
| 季报日期: 2025-09-30 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
300750 |
宁德时代 |
9.17% |
1.38 |
554.76 |
0.00% |
0.71 (51.45%) |
| 2 |
001301 |
尚太科技 |
4.73% |
3.42 |
286.29 |
0.02% |
新增 |
| 3 |
002812 |
恩捷股份 |
4.57% |
5.92 |
276.46 |
0.01% |
新增 |
| 4 |
301155 |
海力风电 |
4.55% |
2.88 |
275.10 |
0.02% |
0.88 (30.56%) |
| 5 |
688472 |
阿特斯 |
4.48% |
20.17 |
271.06 |
0.01% |
新增 |
| 6 |
300014 |
亿纬锂能 |
4.09% |
2.72 |
247.52 |
0.00% |
-0.74 (-27.21%) |
| 7 |
300207 |
欣旺达 |
3.40% |
6.09 |
205.78 |
0.00% |
新增 |
| 8 |
002850 |
科达利 |
3.27% |
1.01 |
197.66 |
0.01% |
0.64 (63.37%) |
| 9 |
300274 |
阳光电源 |
2.73% |
1.02 |
165.22 |
0.00% |
新增 |
| 10 |
301358 |
湖南裕能 |
2.66% |
2.66 |
160.72 |
0.01% |
新增 |
显示全部持仓明细>>
| 季报日期: 2025-06-30 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
688411 |
海博思创 |
3.61% |
2.26 |
192.51 |
5.23% |
0.32 (14.23%) |
| 2 |
301291 |
明阳电气 |
3.27% |
4.24 |
174.48 |
4.74% |
0.77 (18.16%) |
| 3 |
300750 |
宁德时代 |
3.17% |
0.67 |
168.99 |
4.59% |
0.27 (40.30%) |
| 4 |
300001 |
特锐德 |
3.09% |
6.88 |
164.91 |
4.48% |
新增 |
| 5 |
300014 |
亿纬锂能 |
2.97% |
3.46 |
158.50 |
4.30% |
0.18 (5.20%) |
| 6 |
600885 |
宏发股份 |
2.96% |
7.09 |
158.13 |
4.29% |
新增 |
| 7 |
603063 |
禾望电气 |
2.78% |
4.38 |
148.31 |
4.03% |
新增 |
| 8 |
301155 |
海力风电 |
2.69% |
2.00 |
143.80 |
3.90% |
新增 |
| 9 |
688408 |
中信博 |
2.55% |
2.92 |
136.33 |
3.70% |
0.64 (21.89%) |
| 10 |
300763 |
锦浪科技 |
2.48% |
2.31 |
132.57 |
3.60% |
新增 |
| 季报日期: 2025-06-30 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
688411 |
海博思创 |
3.61% |
2.26 |
192.51 |
5.23% |
0.32 (14.23%) |
| 2 |
301291 |
明阳电气 |
3.27% |
4.24 |
174.48 |
4.74% |
0.77 (18.16%) |
| 3 |
300750 |
宁德时代 |
3.17% |
0.67 |
168.99 |
4.59% |
0.27 (40.30%) |
| 4 |
300001 |
特锐德 |
3.09% |
6.88 |
164.91 |
4.48% |
新增 |
| 5 |
300014 |
亿纬锂能 |
2.97% |
3.46 |
158.50 |
4.30% |
0.18 (5.20%) |
| 6 |
600885 |
宏发股份 |
2.96% |
7.09 |
158.13 |
4.29% |
新增 |
| 7 |
603063 |
禾望电气 |
2.78% |
4.38 |
148.31 |
4.03% |
新增 |
| 8 |
301155 |
海力风电 |
2.69% |
2.00 |
143.80 |
3.90% |
新增 |
| 9 |
688408 |
中信博 |
2.55% |
2.92 |
136.33 |
3.70% |
0.64 (21.89%) |
| 10 |
300763 |
锦浪科技 |
2.48% |
2.31 |
132.57 |
3.60% |
新增 |
| 11 |
688392 |
骄成超声 |
2.34% |
1.83 |
124.73 |
3.39% |
--- |
| 12 |
601567 |
三星电气 |
2.34% |
5.58 |
125.10 |
3.40% |
--- |
| 13 |
002202 |
金风科技 |
2.24% |
11.68 |
119.72 |
3.25% |
--- |
| 14 |
605305 |
中际联合 |
2.23% |
4.29 |
119.18 |
3.24% |
--- |
| 15 |
605589 |
圣泉集团 |
2.14% |
4.11 |
114.05 |
3.10% |
--- |
| 16 |
603606 |
东方电缆 |
2.05% |
2.12 |
109.63 |
2.98% |
--- |
| 17 |
688063 |
派能科技 |
1.60% |
1.89 |
85.36 |
2.32% |
--- |
| 18 |
600522 |
中天科技 |
1.59% |
5.86 |
84.74 |
2.30% |
--- |
| 19 |
000400 |
许继电气 |
1.57% |
3.85 |
83.81 |
2.28% |
--- |
| 20 |
688186 |
广大特材 |
1.55% |
2.89 |
82.65 |
2.24% |
--- |
| 21 |
603218 |
日月股份 |
1.37% |
5.78 |
73.35 |
1.99% |
--- |
| 22 |
600458 |
时代新材 |
1.24% |
4.84 |
66.40 |
1.80% |
--- |
| 23 |
688778 |
厦钨新能 |
1.22% |
1.17 |
65.27 |
1.77% |
--- |
| 24 |
300443 |
金雷股份 |
1.20% |
2.84 |
64.18 |
1.74% |
--- |
| 25 |
300394 |
天孚通信 |
1.12% |
0.75 |
59.88 |
1.63% |
--- |
| 26 |
002851 |
麦格米特 |
1.07% |
1.14 |
57.16 |
1.55% |
--- |
| 27 |
002487 |
大金重工 |
1.05% |
1.71 |
56.26 |
1.53% |
--- |
| 28 |
00902 |
华能国际电力股份 |
0.93% |
10.80 |
49.84 |
1.35% |
--- |
| 29 |
688518 |
联赢激光 |
0.84% |
2.20 |
44.79 |
1.22% |
--- |
| 30 |
002706 |
良信股份 |
0.78% |
4.67 |
41.61 |
1.13% |
--- |
| 31 |
002850 |
科达利 |
0.78% |
0.37 |
41.87 |
1.14% |
--- |
| 32 |
600027 |
华电国际 |
0.69% |
6.76 |
36.98 |
1.00% |
--- |
| 33 |
688087 |
英科再生 |
0.63% |
1.30 |
33.42 |
0.91% |
--- |
| 34 |
00586 |
海螺创业 |
0.59% |
3.80 |
31.40 |
0.85% |
--- |
| 35 |
603659 |
璞泰来 |
0.53% |
1.50 |
28.25 |
0.77% |
--- |
| 36 |
02015 |
理想汽车-W |
0.51% |
0.28 |
27.32 |
0.74% |
--- |
| 37 |
00916 |
龙源电力 |
0.45% |
3.70 |
23.86 |
0.65% |
--- |
| 38 |
601615 |
明阳智能 |
0.38% |
1.76 |
20.22 |
0.55% |
--- |
| 39 |
02208 |
金风科技 |
0.38% |
3.00 |
20.44 |
0.55% |
--- |
| 40 |
01071 |
华电国际电力股份 |
0.36% |
5.00 |
18.97 |
0.52% |
--- |
| 41 |
600011 |
华能国际 |
0.35% |
2.64 |
18.85 |
0.51% |
--- |
| 42 |
000600 |
建投能源 |
0.35% |
2.71 |
18.73 |
0.51% |
--- |
| 43 |
603312 |
西典新能 |
0.34% |
0.50 |
18.34 |
0.50% |
--- |
| 44 |
688680 |
海优新材 |
0.30% |
0.36 |
16.04 |
0.44% |
--- |
| 45 |
688349 |
三一重能 |
0.25% |
0.54 |
13.57 |
0.37% |
--- |
| 46 |
01798 |
大唐新能源 |
0.24% |
5.80 |
12.91 |
0.35% |
--- |
| 47 |
300850 |
新强联 |
0.23% |
0.34 |
12.18 |
0.33% |
--- |
| 48 |
605376 |
博迁新材 |
0.22% |
0.31 |
11.88 |
0.32% |
--- |
| 49 |
603799 |
华友钴业 |
0.20% |
0.29 |
10.74 |
0.29% |
--- |
| 50 |
00991 |
大唐发电 |
0.20% |
5.80 |
10.58 |
0.29% |
--- |
| 51 |
688700 |
东威科技 |
0.20% |
0.27 |
10.62 |
0.29% |
--- |
| 52 |
603686 |
福龙马 |
0.19% |
0.63 |
10.29 |
0.28% |
--- |
| 53 |
300450 |
先导智能 |
0.19% |
0.40 |
9.94 |
0.27% |
--- |
| 54 |
300751 |
迈为股份 |
0.18% |
0.14 |
9.74 |
0.26% |
--- |
| 55 |
600817 |
宇通重工 |
0.18% |
0.81 |
9.59 |
0.26% |
--- |
显示全部持仓明细>>
| 季报日期: 2025-03-31 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
601567 |
三星医疗 |
3.40% |
6.19 |
183.04 |
0.00% |
3.77 (60.90%) |
| 2 |
002850 |
科达利 |
3.05% |
1.35 |
164.50 |
0.01% |
1.07 (79.26%) |
| 3 |
301291 |
明阳电气 |
3.03% |
3.47 |
163.44 |
0.02% |
2.18 (62.82%) |
| 4 |
300014 |
亿纬锂能 |
2.87% |
3.28 |
154.52 |
0.00% |
3.06 (93.29%) |
| 5 |
688411 |
海博思创 |
2.85% |
1.94 |
153.34 |
0.05% |
新增 |
| 6 |
300443 |
金雷股份 |
2.80% |
7.12 |
150.94 |
0.03% |
-0.74 (-10.39%) |
| 7 |
603218 |
日月股份 |
2.76% |
11.65 |
149.00 |
0.01% |
3.51 (30.13%) |
| 8 |
688408 |
中信博 |
2.32% |
2.28 |
125.28 |
0.01% |
-0.31 (-13.64%) |
| 9 |
600458 |
时代新材 |
2.05% |
8.22 |
110.72 |
0.01% |
3.67 (44.65%) |
| 10 |
300750 |
宁德时代 |
1.88% |
0.40 |
101.18 |
0.00% |
-0.35 (-87.50%) |
| 季报日期: 2025-03-31 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
601567 |
三星医疗 |
3.40% |
6.19 |
183.04 |
0.00% |
3.77 (60.90%) |
| 2 |
002850 |
科达利 |
3.05% |
1.35 |
164.50 |
0.01% |
1.07 (79.26%) |
| 3 |
301291 |
明阳电气 |
3.03% |
3.47 |
163.44 |
0.02% |
2.18 (62.82%) |
| 4 |
300014 |
亿纬锂能 |
2.87% |
3.28 |
154.52 |
0.00% |
3.06 (93.29%) |
| 5 |
688411 |
海博思创 |
2.85% |
1.94 |
153.34 |
0.05% |
新增 |
| 6 |
300443 |
金雷股份 |
2.80% |
7.12 |
150.94 |
0.03% |
-0.74 (-10.39%) |
| 7 |
603218 |
日月股份 |
2.76% |
11.65 |
149.00 |
0.01% |
3.51 (30.13%) |
| 8 |
688408 |
中信博 |
2.32% |
2.28 |
125.28 |
0.01% |
-0.31 (-13.64%) |
| 9 |
600458 |
时代新材 |
2.05% |
8.22 |
110.72 |
0.01% |
3.67 (44.65%) |
| 10 |
300750 |
宁德时代 |
1.88% |
0.40 |
101.18 |
0.00% |
-0.35 (-87.50%) |
显示全部持仓明细>>
| 季报日期: 2024-12-31 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
300750 |
宁德时代 |
5.75% |
0.75 |
199.50 |
6.56% |
-0.10 (-13.33%) |
| 2 |
688408 |
中信博 |
5.38% |
2.59 |
186.65 |
6.13% |
-1.32 (-51.10%) |
| 3 |
603606 |
东方电缆 |
5.00% |
3.30 |
173.51 |
5.70% |
-0.09 (-2.73%) |
| 4 |
002531 |
天顺风能 |
4.57% |
20.03 |
158.44 |
5.21% |
新增 |
| 5 |
300443 |
金雷股份 |
4.51% |
7.86 |
156.57 |
5.14% |
新增 |
| 6 |
300953 |
震裕科技 |
3.63% |
1.81 |
126.05 |
4.14% |
新增 |
| 7 |
688275 |
万润新能 |
3.23% |
2.31 |
111.88 |
3.68% |
新增 |
| 8 |
603659 |
璞泰来 |
3.13% |
6.82 |
108.51 |
3.57% |
新增 |
| 9 |
605305 |
中际联合 |
3.13% |
3.83 |
108.50 |
3.57% |
新增 |
| 10 |
603063 |
禾望电气 |
2.95% |
5.12 |
102.20 |
3.36% |
新增 |
| 季报日期: 2024-12-31 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
300750 |
宁德时代 |
5.75% |
0.75 |
199.50 |
6.56% |
-0.10 (-13.33%) |
| 2 |
688408 |
中信博 |
5.38% |
2.59 |
186.65 |
6.13% |
-1.32 (-51.10%) |
| 3 |
603606 |
东方电缆 |
5.00% |
3.30 |
173.51 |
5.70% |
-0.09 (-2.73%) |
| 4 |
002531 |
天顺风能 |
4.57% |
20.03 |
158.44 |
5.21% |
新增 |
| 5 |
300443 |
金雷股份 |
4.51% |
7.86 |
156.57 |
5.14% |
新增 |
| 6 |
300953 |
震裕科技 |
3.63% |
1.81 |
126.05 |
4.14% |
新增 |
| 7 |
688275 |
万润新能 |
3.23% |
2.31 |
111.88 |
3.68% |
新增 |
| 8 |
603659 |
璞泰来 |
3.13% |
6.82 |
108.51 |
3.57% |
新增 |
| 9 |
605305 |
中际联合 |
3.13% |
3.83 |
108.50 |
3.57% |
新增 |
| 10 |
603063 |
禾望电气 |
2.95% |
5.12 |
102.20 |
3.36% |
新增 |
| 11 |
300001 |
特锐德 |
2.85% |
4.51 |
98.99 |
3.25% |
--- |
| 12 |
603218 |
日月股份 |
2.83% |
8.14 |
98.09 |
3.22% |
--- |
| 13 |
301155 |
海力风电 |
2.77% |
1.80 |
95.96 |
3.15% |
--- |
| 14 |
002202 |
金风科技 |
2.59% |
8.70 |
89.87 |
2.95% |
--- |
| 15 |
002709 |
天赐材料 |
2.56% |
4.50 |
88.74 |
2.92% |
--- |
| 16 |
301358 |
湖南裕能 |
2.35% |
1.80 |
81.58 |
2.68% |
--- |
| 17 |
300035 |
中科电气 |
2.16% |
5.01 |
74.90 |
2.46% |
--- |
| 18 |
601567 |
三星电气 |
2.15% |
2.42 |
74.44 |
2.45% |
--- |
| 19 |
300776 |
帝尔激光 |
1.70% |
0.93 |
59.13 |
1.94% |
--- |
| 20 |
600458 |
时代新材 |
1.68% |
4.55 |
58.29 |
1.92% |
--- |
| 21 |
301291 |
明阳电气 |
1.63% |
1.29 |
56.66 |
1.86% |
--- |
| 22 |
01798 |
大唐新能源 |
1.62% |
29.10 |
56.05 |
1.84% |
--- |
| 23 |
02208 |
金风科技 |
1.39% |
7.96 |
48.21 |
1.58% |
--- |
| 24 |
688501 |
青达环保 |
1.26% |
3.11 |
43.60 |
1.43% |
--- |
| 25 |
300904 |
威力传动 |
1.13% |
0.65 |
39.11 |
1.29% |
--- |
| 26 |
600023 |
浙能电力 |
1.12% |
6.85 |
38.77 |
1.27% |
--- |
| 27 |
300432 |
富临精工 |
1.10% |
2.48 |
38.14 |
1.25% |
--- |
| 28 |
601633 |
长城汽车 |
1.02% |
1.34 |
35.28 |
1.16% |
--- |
| 29 |
688680 |
海优新材 |
0.92% |
0.94 |
31.87 |
1.05% |
--- |
| 30 |
688116 |
天奈科技 |
0.91% |
0.81 |
31.42 |
1.03% |
--- |
| 31 |
688778 |
厦钨新能 |
0.89% |
0.67 |
30.75 |
1.01% |
--- |
| 32 |
688518 |
联赢激光 |
0.88% |
1.93 |
30.49 |
1.00% |
--- |
| 33 |
603197 |
保隆科技 |
0.82% |
0.75 |
28.31 |
0.93% |
--- |
| 34 |
002850 |
科达利 |
0.79% |
0.28 |
27.35 |
0.90% |
--- |
| 35 |
002965 |
祥鑫科技 |
0.60% |
0.61 |
20.88 |
0.69% |
--- |
| 36 |
00916 |
龙源电力 |
0.55% |
3.20 |
19.08 |
0.63% |
--- |
| 37 |
688392 |
骄成超声 |
0.54% |
0.46 |
18.89 |
0.62% |
--- |
| 38 |
605117 |
德业股份 |
0.54% |
0.22 |
18.66 |
0.61% |
--- |
| 39 |
688551 |
科威尔 |
0.50% |
0.62 |
17.39 |
0.57% |
--- |
| 40 |
603312 |
西典新能 |
0.50% |
0.54 |
17.43 |
0.57% |
--- |
| 41 |
600027 |
华电国际 |
0.49% |
3.04 |
17.05 |
0.56% |
--- |
| 42 |
601615 |
明阳智能 |
0.48% |
1.32 |
16.65 |
0.55% |
--- |
| 43 |
01585 |
雅迪控股 |
0.48% |
1.40 |
16.78 |
0.55% |
--- |
| 44 |
300286 |
安科瑞 |
0.46% |
0.78 |
16.03 |
0.53% |
--- |
| 45 |
600163 |
中闽能源 |
0.32% |
1.84 |
11.21 |
0.37% |
--- |
| 46 |
002255 |
海陆重工 |
0.30% |
1.90 |
10.56 |
0.35% |
--- |
| 47 |
300014 |
亿纬锂能 |
0.30% |
0.22 |
10.28 |
0.34% |
--- |
| 48 |
03808 |
中国重汽 |
0.30% |
0.50 |
10.56 |
0.35% |
--- |
| 49 |
02333 |
长城汽车 |
0.29% |
0.80 |
10.12 |
0.33% |
--- |
| 50 |
00175 |
吉利汽车 |
0.24% |
0.60 |
8.23 |
0.27% |
--- |
| 51 |
09868 |
小鹏集团-W |
0.22% |
0.18 |
7.78 |
0.26% |
--- |
| 52 |
01810 |
小米集团-W |
0.15% |
0.16 |
5.11 |
0.17% |
--- |
| 53 |
920368 |
连城数控 |
0.08% |
0.09 |
2.75 |
0.09% |
--- |
显示全部持仓明细>>
| 季报日期: 2024-09-30 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
688408 |
中信博 |
7.73% |
3.92 |
328.88 |
0.02% |
2.21 (56.31%) |
| 2 |
300274 |
阳光电源 |
5.67% |
2.42 |
241.18 |
0.00% |
0.08 (3.30%) |
| 3 |
605117 |
德业股份 |
5.46% |
2.28 |
232.24 |
0.00% |
-0.29 (-12.70%) |
| 4 |
300750 |
宁德时代 |
5.03% |
0.85 |
214.11 |
0.00% |
0.00 (0.00%) |
| 5 |
600312 |
平高电气 |
4.58% |
9.30 |
194.84 |
0.01% |
-0.63 (-6.77%) |
| 6 |
603606 |
东方电缆 |
4.40% |
3.39 |
187.13 |
0.00% |
1.17 (34.49%) |
| 7 |
600487 |
亨通光电 |
4.33% |
10.89 |
184.15 |
0.00% |
2.60 (23.88%) |
| 8 |
300001 |
特锐德 |
4.01% |
7.76 |
170.72 |
0.01% |
2.45 (31.57%) |
| 9 |
002202 |
金风科技 |
4.00% |
17.00 |
170.34 |
0.01% |
新增 |
| 10 |
300827 |
上能电气 |
3.63% |
3.72 |
154.57 |
0.01% |
0.27 (7.26%) |
| 季报日期: 2024-09-30 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
688408 |
中信博 |
7.73% |
3.92 |
328.88 |
0.02% |
2.21 (56.31%) |
| 2 |
300274 |
阳光电源 |
5.67% |
2.42 |
241.18 |
0.00% |
0.08 (3.30%) |
| 3 |
605117 |
德业股份 |
5.46% |
2.28 |
232.24 |
0.00% |
-0.29 (-12.70%) |
| 4 |
300750 |
宁德时代 |
5.03% |
0.85 |
214.11 |
0.00% |
0.00 (0.00%) |
| 5 |
600312 |
平高电气 |
4.58% |
9.30 |
194.84 |
0.01% |
-0.63 (-6.77%) |
| 6 |
603606 |
东方电缆 |
4.40% |
3.39 |
187.13 |
0.00% |
1.17 (34.49%) |
| 7 |
600487 |
亨通光电 |
4.33% |
10.89 |
184.15 |
0.00% |
2.60 (23.88%) |
| 8 |
300001 |
特锐德 |
4.01% |
7.76 |
170.72 |
0.01% |
2.45 (31.57%) |
| 9 |
002202 |
金风科技 |
4.00% |
17.00 |
170.34 |
0.01% |
新增 |
| 10 |
300827 |
上能电气 |
3.63% |
3.72 |
154.57 |
0.01% |
0.27 (7.26%) |
| 11 |
02208 |
金风科技 |
0.66% |
5.34 |
28.22 |
0.01% |
--- |
显示全部持仓明细>>
| 季报日期: 2024-06-30 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
600312 |
平高电气 |
4.92% |
9.93 |
193.14 |
5.66% |
新增 |
| 2 |
605117 |
德业股份 |
4.88% |
2.57 |
191.35 |
5.60% |
1.05 (40.95%) |
| 3 |
000400 |
许继电气 |
4.64% |
5.29 |
182.03 |
5.33% |
-1.57 (-29.68%) |
| 4 |
688408 |
中信博 |
4.02% |
1.71 |
157.59 |
4.61% |
新增 |
| 5 |
002487 |
大金重工 |
4.01% |
6.88 |
157.41 |
4.61% |
新增 |
| 6 |
300953 |
震裕科技 |
3.98% |
2.88 |
156.10 |
4.57% |
新增 |
| 7 |
300750 |
宁德时代 |
3.90% |
0.85 |
153.03 |
4.48% |
-0.70 (-82.35%) |
| 8 |
688501 |
青达环保 |
3.70% |
10.61 |
145.17 |
4.25% |
0.63 (5.95%) |
| 9 |
300274 |
阳光电源 |
3.70% |
2.34 |
145.27 |
4.25% |
0.43 (18.45%) |
| 10 |
603218 |
日月股份 |
3.38% |
12.92 |
132.69 |
3.89% |
-0.94 (-7.28%) |
| 季报日期: 2024-06-30 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
600312 |
平高电气 |
4.92% |
9.93 |
193.14 |
5.66% |
新增 |
| 2 |
605117 |
德业股份 |
4.88% |
2.57 |
191.35 |
5.60% |
1.05 (40.95%) |
| 3 |
000400 |
许继电气 |
4.64% |
5.29 |
182.03 |
5.33% |
-1.57 (-29.68%) |
| 4 |
688408 |
中信博 |
4.02% |
1.71 |
157.59 |
4.61% |
新增 |
| 5 |
002487 |
大金重工 |
4.01% |
6.88 |
157.41 |
4.61% |
新增 |
| 6 |
300953 |
震裕科技 |
3.98% |
2.88 |
156.10 |
4.57% |
新增 |
| 7 |
300750 |
宁德时代 |
3.90% |
0.85 |
153.03 |
4.48% |
-0.70 (-82.35%) |
| 8 |
688501 |
青达环保 |
3.70% |
10.61 |
145.17 |
4.25% |
0.63 (5.95%) |
| 9 |
300274 |
阳光电源 |
3.70% |
2.34 |
145.27 |
4.25% |
0.43 (18.45%) |
| 10 |
603218 |
日月股份 |
3.38% |
12.92 |
132.69 |
3.89% |
-0.94 (-7.28%) |
| 11 |
600487 |
亨通光电 |
3.33% |
8.29 |
130.73 |
3.83% |
--- |
| 12 |
600522 |
中天科技 |
2.93% |
7.24 |
114.75 |
3.36% |
--- |
| 13 |
603606 |
东方电缆 |
2.76% |
2.22 |
108.45 |
3.18% |
--- |
| 14 |
300001 |
特锐德 |
2.72% |
5.31 |
106.84 |
3.13% |
--- |
| 15 |
002531 |
天顺风能 |
2.56% |
11.24 |
100.49 |
2.94% |
--- |
| 16 |
301358 |
湖南裕能 |
2.37% |
2.95 |
92.81 |
2.72% |
--- |
| 17 |
300014 |
亿纬锂能 |
2.12% |
2.08 |
83.03 |
2.43% |
--- |
| 18 |
300827 |
上能电气 |
1.97% |
3.45 |
77.14 |
2.26% |
--- |
| 19 |
600023 |
浙能电力 |
1.93% |
10.63 |
75.58 |
2.21% |
--- |
| 20 |
000543 |
皖能电力 |
1.80% |
7.96 |
70.45 |
2.06% |
--- |
| 21 |
02380 |
中国电力 |
1.62% |
17.20 |
63.58 |
1.86% |
--- |
| 22 |
601126 |
四方股份 |
1.56% |
3.18 |
61.12 |
1.79% |
--- |
| 23 |
601179 |
中国西电 |
1.51% |
7.39 |
59.42 |
1.74% |
--- |
| 24 |
605196 |
华通线缆 |
1.38% |
5.14 |
54.07 |
1.58% |
--- |
| 25 |
002407 |
多氟多 |
1.36% |
4.37 |
53.45 |
1.56% |
--- |
| 26 |
600875 |
东方电气 |
1.35% |
2.87 |
52.95 |
1.55% |
--- |
| 27 |
300772 |
运达股份 |
1.34% |
5.46 |
52.42 |
1.53% |
--- |
| 28 |
002709 |
天赐材料 |
1.33% |
2.97 |
52.15 |
1.53% |
--- |
| 29 |
300443 |
金雷股份 |
1.30% |
3.34 |
51.14 |
1.50% |
--- |
| 30 |
002270 |
华明装备 |
1.17% |
2.07 |
46.04 |
1.35% |
--- |
| 31 |
001301 |
尚太科技 |
0.97% |
0.88 |
38.03 |
1.11% |
--- |
| 32 |
002594 |
比亚迪 |
0.96% |
0.15 |
37.54 |
1.10% |
--- |
| 33 |
002028 |
思源电气 |
0.94% |
0.55 |
36.80 |
1.08% |
--- |
| 34 |
600642 |
申能股份 |
0.91% |
4.03 |
35.58 |
1.04% |
--- |
| 35 |
02333 |
长城汽车 |
0.60% |
2.15 |
23.63 |
0.69% |
--- |
| 36 |
002255 |
海陆重工 |
0.53% |
4.22 |
20.64 |
0.60% |
--- |
| 37 |
301155 |
海力风电 |
0.50% |
0.49 |
19.71 |
0.58% |
--- |
| 38 |
688676 |
金盘科技 |
0.50% |
0.38 |
19.56 |
0.57% |
--- |
| 39 |
688087 |
英科再生 |
0.47% |
0.72 |
18.58 |
0.54% |
--- |
| 40 |
688116 |
天奈科技 |
0.46% |
0.78 |
17.98 |
0.53% |
--- |
| 41 |
01347 |
华虹宏力 |
0.41% |
0.80 |
16.10 |
0.47% |
--- |
| 42 |
01211 |
比亚迪股份 |
0.27% |
0.05 |
10.59 |
0.31% |
--- |
显示全部持仓明细>>
| 季报日期: 2024-03-31 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
300750 |
宁德时代 |
7.10% |
1.55 |
294.75 |
0.00% |
0.08 (5.16%) |
| 2 |
002531 |
天顺风能 |
5.86% |
24.01 |
243.46 |
0.01% |
-8.52 (-35.49%) |
| 3 |
300274 |
阳光电源 |
4.77% |
1.91 |
198.26 |
0.00% |
新增 |
| 4 |
000543 |
皖能电力 |
4.55% |
22.71 |
188.95 |
0.01% |
14.46 (63.67%) |
| 5 |
000400 |
许继电气 |
4.13% |
6.86 |
171.36 |
0.01% |
-2.56 (-37.32%) |
| 6 |
603218 |
日月股份 |
3.94% |
13.86 |
163.55 |
0.01% |
新增 |
| 7 |
300014 |
亿纬锂能 |
3.89% |
4.13 |
161.73 |
0.00% |
新增 |
| 8 |
300450 |
先导智能 |
3.84% |
6.60 |
159.52 |
0.00% |
新增 |
| 9 |
688501 |
青达环保 |
3.80% |
9.98 |
157.98 |
0.12% |
新增 |
| 10 |
605117 |
德业股份 |
3.29% |
1.52 |
136.83 |
0.01% |
新增 |
| 季报日期: 2024-03-31 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
300750 |
宁德时代 |
7.10% |
1.55 |
294.75 |
0.00% |
0.08 (5.16%) |
| 2 |
002531 |
天顺风能 |
5.86% |
24.01 |
243.46 |
0.01% |
-8.52 (-35.49%) |
| 3 |
300274 |
阳光电源 |
4.77% |
1.91 |
198.26 |
0.00% |
新增 |
| 4 |
000543 |
皖能电力 |
4.55% |
22.71 |
188.95 |
0.01% |
14.46 (63.67%) |
| 5 |
000400 |
许继电气 |
4.13% |
6.86 |
171.36 |
0.01% |
-2.56 (-37.32%) |
| 6 |
603218 |
日月股份 |
3.94% |
13.86 |
163.55 |
0.01% |
新增 |
| 7 |
300014 |
亿纬锂能 |
3.89% |
4.13 |
161.73 |
0.00% |
新增 |
| 8 |
300450 |
先导智能 |
3.84% |
6.60 |
159.52 |
0.00% |
新增 |
| 9 |
688501 |
青达环保 |
3.80% |
9.98 |
157.98 |
0.12% |
新增 |
| 10 |
605117 |
德业股份 |
3.29% |
1.52 |
136.83 |
0.01% |
新增 |
显示全部持仓明细>>
| 季报日期: 2023-12-31 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
300129 |
泰胜风能 |
7.58% |
38.24 |
411.84 |
9.98% |
-7.58 (-19.82%) |
| 2 |
002531 |
天顺风能 |
6.94% |
32.53 |
377.35 |
9.15% |
-5.05 (-15.52%) |
| 3 |
603606 |
东方电缆 |
5.83% |
7.41 |
316.78 |
7.68% |
1.10 (14.84%) |
| 4 |
300750 |
宁德时代 |
4.42% |
1.47 |
239.99 |
5.82% |
-0.28 (-19.05%) |
| 5 |
000400 |
许继电气 |
3.81% |
9.42 |
206.86 |
5.01% |
新增 |
| 6 |
002028 |
思源电气 |
3.58% |
3.74 |
194.63 |
4.72% |
新增 |
| 7 |
002487 |
大金重工 |
3.40% |
6.95 |
185.01 |
4.48% |
新增 |
| 8 |
301155 |
海力风电 |
3.22% |
2.96 |
175.08 |
4.24% |
新增 |
| 9 |
002850 |
科达利 |
2.60% |
1.67 |
141.05 |
3.42% |
新增 |
| 10 |
300443 |
金雷股份 |
2.59% |
5.10 |
140.59 |
3.41% |
-9.25 (-181.53%) |
| 季报日期: 2023-12-31 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
300129 |
泰胜风能 |
7.58% |
38.24 |
411.84 |
9.98% |
-7.58 (-19.82%) |
| 2 |
002531 |
天顺风能 |
6.94% |
32.53 |
377.35 |
9.15% |
-5.05 (-15.52%) |
| 3 |
603606 |
东方电缆 |
5.83% |
7.41 |
316.78 |
7.68% |
1.10 (14.84%) |
| 4 |
300750 |
宁德时代 |
4.42% |
1.47 |
239.99 |
5.82% |
-0.28 (-19.05%) |
| 5 |
000400 |
许继电气 |
3.81% |
9.42 |
206.86 |
5.01% |
新增 |
| 6 |
002028 |
思源电气 |
3.58% |
3.74 |
194.63 |
4.72% |
新增 |
| 7 |
002487 |
大金重工 |
3.40% |
6.95 |
185.01 |
4.48% |
新增 |
| 8 |
301155 |
海力风电 |
3.22% |
2.96 |
175.08 |
4.24% |
新增 |
| 9 |
002850 |
科达利 |
2.60% |
1.67 |
141.05 |
3.42% |
新增 |
| 10 |
300443 |
金雷股份 |
2.59% |
5.10 |
140.59 |
3.41% |
-9.25 (-181.53%) |
| 11 |
600522 |
中天科技 |
2.56% |
11.14 |
139.14 |
3.37% |
--- |
| 12 |
600023 |
浙能电力 |
1.94% |
22.89 |
105.52 |
2.56% |
--- |
| 13 |
600642 |
申能股份 |
1.87% |
15.87 |
101.89 |
2.47% |
--- |
| 14 |
09868 |
小鹏集团-W |
1.81% |
1.91 |
98.14 |
2.38% |
--- |
| 15 |
002444 |
巨星科技 |
1.77% |
4.26 |
95.94 |
2.33% |
--- |
| 16 |
688408 |
中信博 |
1.75% |
1.33 |
95.28 |
2.31% |
--- |
| 17 |
600027 |
华电国际 |
1.36% |
14.38 |
73.91 |
1.79% |
--- |
| 18 |
603556 |
海兴电力 |
1.24% |
2.33 |
67.64 |
1.64% |
--- |
| 19 |
688676 |
金盘科技 |
1.21% |
1.83 |
65.49 |
1.59% |
--- |
| 20 |
300037 |
新宙邦 |
1.21% |
1.39 |
65.75 |
1.59% |
--- |
| 21 |
002270 |
华明装备 |
1.20% |
4.63 |
65.38 |
1.58% |
--- |
| 22 |
601985 |
中国核电 |
1.15% |
8.30 |
62.25 |
1.51% |
--- |
| 23 |
603063 |
禾望电气 |
1.10% |
2.40 |
60.00 |
1.45% |
--- |
| 24 |
02333 |
长城汽车 |
1.07% |
6.35 |
58.35 |
1.41% |
--- |
| 25 |
600483 |
福能股份 |
1.01% |
6.61 |
54.66 |
1.32% |
--- |
| 26 |
600475 |
华光环能 |
0.97% |
5.07 |
52.73 |
1.28% |
--- |
| 27 |
000543 |
皖能电力 |
0.95% |
8.25 |
51.65 |
1.25% |
--- |
| 28 |
00836 |
华润电力 |
0.94% |
3.60 |
51.02 |
1.24% |
--- |
| 29 |
002276 |
万马股份 |
0.92% |
4.91 |
50.18 |
1.22% |
--- |
| 30 |
600699 |
均胜电子 |
0.61% |
1.86 |
33.41 |
0.81% |
--- |
| 31 |
01071 |
华电国际电力股份 |
0.52% |
9.00 |
28.30 |
0.69% |
--- |
| 32 |
600461 |
洪城环境 |
0.50% |
2.99 |
27.33 |
0.66% |
--- |
| 33 |
002756 |
永兴材料 |
0.48% |
0.50 |
26.11 |
0.63% |
--- |
| 34 |
002475 |
立讯精密 |
0.47% |
0.74 |
25.49 |
0.62% |
--- |
| 35 |
600795 |
国电电力 |
0.47% |
6.16 |
25.63 |
0.62% |
--- |
| 36 |
02015 |
理想汽车-W |
0.42% |
0.17 |
22.66 |
0.55% |
--- |
| 37 |
300355 |
蒙草生态 |
0.40% |
5.77 |
21.64 |
0.52% |
--- |
| 38 |
002709 |
天赐材料 |
0.40% |
0.87 |
21.82 |
0.53% |
--- |
| 39 |
605222 |
起帆电缆 |
0.32% |
0.90 |
17.35 |
0.42% |
--- |
| 40 |
002920 |
德赛西威 |
0.29% |
0.12 |
15.54 |
0.38% |
--- |
| 41 |
600312 |
平高电气 |
0.25% |
1.06 |
13.45 |
0.33% |
--- |
| 42 |
002466 |
天齐锂业 |
0.24% |
0.23 |
12.83 |
0.31% |
--- |
| 43 |
605060 |
联德股份 |
0.23% |
0.68 |
12.72 |
0.31% |
--- |
| 44 |
09863 |
零跑汽车 |
0.21% |
0.35 |
11.32 |
0.27% |
--- |
| 45 |
601965 |
中国汽研 |
0.11% |
0.27 |
5.96 |
0.14% |
--- |
显示全部持仓明细>>
| 季报日期: 2023-09-30 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
002531 |
天顺风能 |
9.10% |
37.58 |
485.16 |
0.02% |
3.52 (9.37%) |
| 2 |
300129 |
泰胜风能 |
8.08% |
45.82 |
430.71 |
0.07% |
10.45 (22.81%) |
| 3 |
300443 |
金雷股份 |
8.02% |
14.35 |
427.50 |
0.08% |
4.15 (28.93%) |
| 4 |
300750 |
宁德时代 |
6.66% |
1.75 |
355.30 |
0.00% |
1.24 (70.86%) |
| 5 |
603606 |
东方电缆 |
4.71% |
6.31 |
251.20 |
0.01% |
0.44 (6.97%) |
| 6 |
688349 |
三一重能 |
4.65% |
8.26 |
248.08 |
0.04% |
0.06 (0.71%) |
| 7 |
688408 |
中信博 |
4.54% |
3.25 |
241.95 |
0.02% |
新增 |
| 8 |
300769 |
德方纳米 |
4.54% |
3.16 |
241.93 |
0.01% |
新增 |
| 9 |
002709 |
天赐材料 |
4.10% |
8.09 |
218.67 |
0.01% |
4.22 (52.16%) |
| 10 |
600458 |
时代新材 |
4.08% |
21.20 |
217.72 |
0.03% |
6.46 (30.47%) |
| 季报日期: 2023-09-30 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
002531 |
天顺风能 |
9.10% |
37.58 |
485.16 |
0.02% |
3.52 (9.37%) |
| 2 |
300129 |
泰胜风能 |
8.08% |
45.82 |
430.71 |
0.07% |
10.45 (22.81%) |
| 3 |
300443 |
金雷股份 |
8.02% |
14.35 |
427.50 |
0.08% |
4.15 (28.93%) |
| 4 |
300750 |
宁德时代 |
6.66% |
1.75 |
355.30 |
0.00% |
1.24 (70.86%) |
| 5 |
603606 |
东方电缆 |
4.71% |
6.31 |
251.20 |
0.01% |
0.44 (6.97%) |
| 6 |
688349 |
三一重能 |
4.65% |
8.26 |
248.08 |
0.04% |
0.06 (0.71%) |
| 7 |
688408 |
中信博 |
4.54% |
3.25 |
241.95 |
0.02% |
新增 |
| 8 |
300769 |
德方纳米 |
4.54% |
3.16 |
241.93 |
0.01% |
新增 |
| 9 |
002709 |
天赐材料 |
4.10% |
8.09 |
218.67 |
0.01% |
4.22 (52.16%) |
| 10 |
600458 |
时代新材 |
4.08% |
21.20 |
217.72 |
0.03% |
6.46 (30.47%) |
显示全部持仓明细>>
| 季报日期: 2023-06-30 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
002531 |
天顺风能 |
7.86% |
34.06 |
518.73 |
8.42% |
5.31 (15.59%) |
| 2 |
300443 |
金雷股份 |
5.48% |
10.20 |
361.44 |
5.87% |
-4.34 (-42.57%) |
| 3 |
603507 |
振江股份 |
5.22% |
9.50 |
344.47 |
5.59% |
-0.71 (-7.47%) |
| 4 |
300129 |
泰胜风能 |
5.14% |
35.37 |
339.20 |
5.51% |
-5.94 (-16.79%) |
| 5 |
603218 |
日月股份 |
4.62% |
16.03 |
304.49 |
4.94% |
0.86 (5.36%) |
| 6 |
603606 |
东方电缆 |
4.36% |
5.87 |
287.81 |
4.67% |
新增 |
| 7 |
600011 |
华能国际 |
4.08% |
29.06 |
269.10 |
4.37% |
新增 |
| 8 |
688349 |
三一重能 |
4.01% |
8.20 |
264.28 |
4.29% |
新增 |
| 9 |
00836 |
华润电力 |
3.91% |
15.80 |
257.84 |
4.19% |
新增 |
| 10 |
600027 |
华电国际 |
3.90% |
38.50 |
257.56 |
4.18% |
新增 |
| 季报日期: 2023-06-30 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
002531 |
天顺风能 |
7.86% |
34.06 |
518.73 |
8.42% |
5.31 (15.59%) |
| 2 |
300443 |
金雷股份 |
5.48% |
10.20 |
361.44 |
5.87% |
-4.34 (-42.57%) |
| 3 |
603507 |
振江股份 |
5.22% |
9.50 |
344.47 |
5.59% |
-0.71 (-7.47%) |
| 4 |
300129 |
泰胜风能 |
5.14% |
35.37 |
339.20 |
5.51% |
-5.94 (-16.79%) |
| 5 |
603218 |
日月股份 |
4.62% |
16.03 |
304.49 |
4.94% |
0.86 (5.36%) |
| 6 |
603606 |
东方电缆 |
4.36% |
5.87 |
287.81 |
4.67% |
新增 |
| 7 |
600011 |
华能国际 |
4.08% |
29.06 |
269.10 |
4.37% |
新增 |
| 8 |
688349 |
三一重能 |
4.01% |
8.20 |
264.28 |
4.29% |
新增 |
| 9 |
00836 |
华润电力 |
3.91% |
15.80 |
257.84 |
4.19% |
新增 |
| 10 |
600027 |
华电国际 |
3.90% |
38.50 |
257.56 |
4.18% |
新增 |
| 11 |
000539 |
粤电力A |
3.73% |
33.68 |
245.86 |
3.99% |
--- |
| 12 |
00902 |
华能国际电力股份 |
3.45% |
50.40 |
227.69 |
3.70% |
--- |
| 13 |
600522 |
中天科技 |
3.33% |
13.79 |
219.40 |
3.56% |
--- |
| 14 |
601991 |
大唐发电 |
3.25% |
64.78 |
214.42 |
3.48% |
--- |
| 15 |
600458 |
时代新材 |
2.68% |
14.74 |
176.73 |
2.87% |
--- |
| 16 |
002709 |
天赐材料 |
2.42% |
3.87 |
159.41 |
2.59% |
--- |
| 17 |
002965 |
祥鑫科技 |
2.40% |
2.84 |
158.13 |
2.57% |
--- |
| 18 |
601615 |
明阳智能 |
2.20% |
8.61 |
145.34 |
2.36% |
--- |
| 19 |
000690 |
宝新能源 |
1.81% |
17.05 |
119.69 |
1.94% |
--- |
| 20 |
600021 |
上海电力 |
1.80% |
11.02 |
118.69 |
1.93% |
--- |
| 21 |
300750 |
宁德时代 |
1.77% |
0.51 |
116.68 |
1.89% |
--- |
| 22 |
301358 |
湖南裕能 |
1.57% |
2.36 |
103.74 |
1.68% |
--- |
| 23 |
002276 |
万马股份 |
1.56% |
8.48 |
102.69 |
1.67% |
--- |
| 24 |
02333 |
长城汽车 |
1.48% |
11.80 |
97.59 |
1.58% |
--- |
| 25 |
000543 |
皖能电力 |
1.43% |
14.27 |
94.18 |
1.53% |
--- |
| 26 |
002028 |
思源电气 |
1.43% |
2.02 |
94.37 |
1.53% |
--- |
| 27 |
600023 |
浙能电力 |
1.35% |
17.61 |
89.28 |
1.45% |
--- |
| 28 |
600483 |
福能股份 |
1.30% |
7.42 |
85.68 |
1.39% |
--- |
| 29 |
300724 |
捷佳伟创 |
1.02% |
0.60 |
67.41 |
1.09% |
--- |
| 30 |
300693 |
盛弘股份 |
0.97% |
1.74 |
64.24 |
1.04% |
--- |
| 31 |
600116 |
三峡水利 |
0.83% |
6.02 |
54.66 |
0.89% |
--- |
| 32 |
600642 |
申能股份 |
0.74% |
6.95 |
48.58 |
0.79% |
--- |
| 33 |
603659 |
璞泰来 |
0.68% |
1.18 |
45.10 |
0.73% |
--- |
| 34 |
002920 |
德赛西威 |
0.52% |
0.22 |
34.28 |
0.56% |
--- |
| 35 |
600580 |
卧龙电驱 |
0.51% |
2.32 |
33.90 |
0.55% |
--- |
| 36 |
600481 |
双良节能 |
0.50% |
2.36 |
32.99 |
0.54% |
--- |
| 37 |
301419 |
阿莱德 |
0.02% |
0.03 |
1.10 |
0.02% |
--- |
| 38 |
301373 |
凌玮科技 |
0.01% |
0.02 |
0.65 |
0.01% |
--- |
| 39 |
301408 |
华人健康 |
0.01% |
0.02 |
0.42 |
0.01% |
--- |
| 40 |
301303 |
真兰仪表 |
0.01% |
0.02 |
0.46 |
0.01% |
--- |
显示全部持仓明细>>
| 季报日期: 2023-03-31 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
300443 |
金雷股份 |
9.09% |
14.54 |
640.73 |
0.08% |
--- |
| 2 |
002531 |
天顺风能 |
6.02% |
28.75 |
424.35 |
0.02% |
--- |
| 3 |
002129 |
TCL中环 |
5.65% |
8.22 |
398.34 |
0.00% |
--- |
| 4 |
300129 |
泰胜风能 |
5.42% |
41.31 |
382.53 |
0.07% |
--- |
| 5 |
603507 |
振江股份 |
5.25% |
10.21 |
370.32 |
0.07% |
--- |
| 6 |
603218 |
日月股份 |
4.79% |
15.17 |
337.47 |
0.02% |
--- |
| 7 |
300393 |
中来股份 |
4.56% |
21.48 |
321.56 |
0.02% |
--- |
| 8 |
002276 |
万马股份 |
4.32% |
30.04 |
304.91 |
0.03% |
--- |
| 9 |
600483 |
福能股份 |
3.46% |
19.91 |
244.07 |
0.01% |
--- |
| 10 |
002028 |
思源电气 |
3.27% |
5.05 |
230.89 |
0.01% |
--- |
| 季报日期: 2023-03-31 |
| 序号 |
股票代码 |
股票名称 |
占净值比例 |
持股数量(万股) |
持股市值(万元) |
占股票市值比例(季报) |
持仓变动 |
| 1 |
300443 |
金雷股份 |
9.09% |
14.54 |
640.73 |
0.08% |
--- |
| 2 |
002531 |
天顺风能 |
6.02% |
28.75 |
424.35 |
0.02% |
--- |
| 3 |
002129 |
TCL中环 |
5.65% |
8.22 |
398.34 |
0.00% |
--- |
| 4 |
300129 |
泰胜风能 |
5.42% |
41.31 |
382.53 |
0.07% |
--- |
| 5 |
603507 |
振江股份 |
5.25% |
10.21 |
370.32 |
0.07% |
--- |
| 6 |
603218 |
日月股份 |
4.79% |
15.17 |
337.47 |
0.02% |
--- |
| 7 |
300393 |
中来股份 |
4.56% |
21.48 |
321.56 |
0.02% |
--- |
| 8 |
002276 |
万马股份 |
4.32% |
30.04 |
304.91 |
0.03% |
--- |
| 9 |
600483 |
福能股份 |
3.46% |
19.91 |
244.07 |
0.01% |
--- |
| 10 |
002028 |
思源电气 |
3.27% |
5.05 |
230.89 |
0.01% |
--- |
显示全部持仓明细>>