电网设备ETF广发（159320）业绩比较基准为同期恒生A股电网设备指数收益率，管理人为广发基金管 理有限公司，基金经理为夏浩洋，成立（2024-12-12）以来回报为88.21%，近一个月回报为12.09%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 来源：新浪基金∞工作室 2月6日，截止午间收盘，电网设备ETF广发（159320）涨1.27%，报1.908元，成交额2556.10万元。电网 设备ETF广发（159320）重仓股方面，特变电工截止午盘涨0.94%，国电南瑞涨0.08%，思源电气跌 0.74%，中天科技涨4.79%，亨通光电涨5.15%，宏发股份涨1.03%，浙江荣泰涨4.86%，东方电缆涨 1.08%，金盘科技涨1.88%，精达股份涨1.46%。 ...

中证500成长ETF（562340）业绩比较基准为中证500质量成长指数收益率×100%，管理人为银华基金管 理股份有限公司，基金经理为张亦驰，成立（2024-04-25）以来回报为37.36%，近一个月回报为 5.14%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 来源：新浪基金∞工作室 2月6日，中证500成长ETF（562340）开盘跌0.51%，报1.359元。中证500成长ETF（562340）重仓股方 面，巨人网络开盘跌0.54%，西部矿业跌5.87%，天山铝业跌3.19%，厦门钨业跌2.21%，通富微电跌 1.99%，宏发股份跌0.38%，杰瑞股份跌3.44%，睿创微纳跌0.73%，豪迈科技跌0.95%，金诚信跌 3.32%。 ...

中证500成长ETF（562340）业绩比较基准为中证500质量成长指数收益率×100%，管理人为银华基金管 理股份有限公司，基金经理为张亦驰，成立（2024-04-25）以来回报为39.55%，近一个月回报为 8.79%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月5日，截止午间收盘，中证500成长ETF（562340）跌1.80%，报1.367元，成交额151.06万元。中证 500成长ETF（562340）重仓股方面，巨人网络截止午盘跌0.75%，西部矿业跌5.24%，天山铝业跌 4.86%，厦门钨业跌4.28%，通富微电跌5.18%，宏发股份跌3.67%，杰瑞股份跌8.91%，睿创微纳跌 4.79%，豪迈科技跌1.76%，金诚信跌5.02%。 来源：新浪基金∞工作室 ...

证券日报网讯 2月3日，宏发股份在互动平台回答投资者提问时表示，公司生产经营正常，业绩请以公 开发布的公告为准。 （文章来源：证券日报） ...

Group 1 - The China Securities 500 Growth ETF (562340) opened down 1.00% at 1.388 yuan [1] - Major stocks in the ETF include Giant Network up 1.55%, Western Mining down 10.00%, Tianshan Aluminum down 7.27%, and Xiamen Tungsten down 4.99% [1] - The ETF's performance benchmark is the return of the CSI 500 Quality Growth Index multiplied by 100% [1] Group 2 - The fund is managed by Yinhua Fund Management Co., Ltd., with Zhang Yichi as the fund manager [1] - Since its establishment on April 25, 2024, the fund has returned 40.67%, with a return of 9.44% over the past month [1]

证券日报网讯1月29日，宏发股份（600885）在互动平台回答投资者提问时表示，原材料价格波动对公 司成本有一定影响，公司持续推进降本方案的同时，积极和客户沟通，减少相关材料价格波动的影响。 ...

Summary of Key Points from the Conference Call Industry Overview - **Industry**: China Industrials - **Key Insights**: Strong export growth observed, but concerns are rising due to material price hikes and soft infrastructure investment [2][3] Core Points and Arguments 1. **Export Growth**: December 2025 and January 2026 saw resilient sales in construction machinery and heavy-duty trucks (HDT), with a notable increase in shipbuilding orders aligning with 2026 full-year guidance [2][3] 2. **Infrastructure Investment**: Infrastructure fixed asset investment (FAI) excluding utilities fell by 12.2% YoY in December, leading to a total YoY decline of 2.2% for 2025 [3] 3. **Excavator Sales**: January excavator sales are projected at around 9,000 units, reflecting a YoY increase of approximately 70%, influenced by base effects and Chinese New Year distortions [3][12] 4. **Automation Sector**: A moderate recovery in automation demand is expected in 2026, with companies cautious about downstream capital expenditures in the automotive sector [4] 5. **Lithium Battery Equipment**: Companies in the lithium battery sector anticipate a continued CAPEX upcycle in 2026, with indices for PV and battery equipment up 12% and 23% YTD, respectively [4] 6. **Shipbuilding Orders**: New shipbuilding orders showed a 79% YoY growth in December, despite a 24% YoY decline in 2025 [3] Additional Important Insights 1. **HDT Sector Performance**: The HDT sector's shipments rose 27% YoY to 1.14 million units in 2025, with domestic sales up 31% and exports up 17% [11] 2. **Risks**: Investment downsizing at the macroeconomic level poses a significant risk to the industrial sector, potentially leading to reduced demand for industrial goods [14] 3. **Valuation and Price Targets**: Various companies in the industrial sector have been assigned buy ratings, with price targets set for Hongfa at Rmb 45.00, Sinotruk at HK$ 45.00, and Sungrow at Rmb 225.00 [8][31] 4. **Emerging Technologies**: Chinese OEMs are expected to dominate global humanoid robot shipments, with significant growth anticipated in 2026 [5] 5. **Market Size Projections**: The global market for solid-state batteries is projected to grow from approximately US$100 million in 2030 to over US$30 billion by 2050, although earnings impact visibility remains low [5] Conclusion The China industrial sector is experiencing a mix of strong export performance and rising concerns over material costs and infrastructure investment. Key sectors such as construction machinery, automation, and lithium battery equipment are poised for growth, while risks related to macroeconomic conditions and competition remain significant.

Investment Overview - Hongfa Technology Co., Ltd. (the "Company") announced that its subsidiary, Xiamen Hongfa Electronics Co., Ltd. ("Hongfa"), signed a joint venture agreement with VinFast Trading and Production Joint Stock Company ("VinFast") on January 23, 2026 [1][2] - The joint venture will establish Hongfa VinFast Electronics Co., Ltd. ("HFVF") in Vietnam with a total investment of 1,350 billion VND, where Hongfa contributes 1,080 billion VND (80%) and VinFast contributes 270 billion VND (20%) [2][4] Joint Venture Details - The joint venture will be located in Hai Phong City, Vietnam, and will focus on manufacturing and selling vehicle control modules and other electronic/electrical equipment [3][10] - The registered capital of the joint venture is 135 billion VND, with Hongfa's cash contribution being 108 billion VND and VinFast's cash contribution being 27 billion VND [11][12] Organizational Structure - The joint venture will have a member council, a legal representative (general manager), and other key personnel appointed by the member council [5][12] - Each member is responsible for the joint venture's debts and obligations only up to their respective contributions [9] Agreement Provisions - The agreement is governed by Vietnamese law, and any disputes will be resolved through arbitration at the Singapore International Arbitration Centre (SIAC) [15]

证券代码：600885 证券简称：宏发股份 公告编号：2026- 003 宏发科技股份有限公司关于控股子公司 对外投资进展暨签署相关协议的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 （1）新设公司基本情况 合资公司名称： 一、对外投资概述 宏发科技股份有限公司（以下简称"公司"）的控股子公司厦门宏发电声股 份有限公司（以下简称"宏发电声"或"宏发"）于 2026 年 1 月 23 日与 VinFast 贸易与生产股份有限公司（英文名称:VinFast Trading and Production Joint Stock Company., 以下简称"VinFast"）签署了《合资协议》。 根据《合资协议》，宏发电声将与 VINFAST 共同出资，在越南合资设立宏 发 VinFast 电子有限公司（英文名称: HONGFA VINFAST ELECTRONICS CO., LTD.，以下简称"合资公司"或"HFVF"）（暂定名，最终以越南当地政府核准登 记为准）。投资总额为 1350 亿越南盾，其中厦门宏发电声股份有限 ...

Group 1 - The company Hongfa Co., Ltd. announced that its 11th Board of Directors' 13th meeting was held on January 20, 2026, to discuss various documents, including the proposal for its subsidiary Xiamen Hongfa Electronics Co., Ltd. to acquire 17.45% equity stake in Zhoushan Jindu Technology Co., Ltd. from He Zhenglin [1] Group 2 - The meeting reflects the company's strategic moves in expanding its investment portfolio through acquisitions in the technology sector [1]