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 | 南方远见回报A(011384)基金投资组合(持股) 年份： | | 截止日期 | 股票代码 | 股票名称 | 数量(万股) | 持有市值(万元) | 占基金资产净值比例(%) | | 2026-06-30 | 300054 | 鼎龙股份 | 4.32 | 457.79 | 11.00% | | 2026-06-30 | 300975 | 商络电子 | 6.98 | 361.22 | 8.68% | | 2026-06-30 | 601138 | 工业富联 | 4.12 | 297.26 | 7.14% | | 2026-06-30 | 300260 | 新莱应材 | 2.64 | 265.21 | 6.37% | | 2026-06-30 | 600353 | 旭光电子 | 5.29 | 241.22 | 5.80% | | 2026-06-30 | 920045 | 蘅东光 | 0.36 | 229.04 | 5.50% | | 2026-06-30 | 603281 | 江瀚新材 | 5.27 | 214.12 | 5.15% | | 2026-06-30 | 000100 | TCL科技 | 36.12 | 210.22 | 5.05% | | 2026-06-30 | 688627 | 精智达 | 0.28 | 196.77 | 4.73% | | 2026-06-30 | 688800 | 瑞可达 | 1.68 | 160.97 | 3.87% | | 2026-06-30 | 600498 | 烽火通信 | 2.04 | 150.14 | 3.61% | | 2026-06-30 | 300820 | 英杰电气 | 1.62 | 146.17 | 3.51% | | 2026-06-30 | 688411 | 海博思创 | 0.48 | 140.91 | 3.39% | | 2026-06-30 | 300620 | 光库科技 | 0.37 | 139.93 | 3.36% | | 2026-06-30 | 688362 | 甬矽电子 | 1.43 | 138.22 | 3.32% | | 2026-06-30 | 688478 | 晶升股份 | 1.32 | 117.15 | 2.82% | | 2026-06-30 | 688234 | 天岳先进 | 0.65 | 112.90 | 2.71% | | 2026-06-30 | 002156 | 通富微电 | 1.31 | 99.39 | 2.39% | | 2026-06-30 | 688783 | 西安奕材 | 1.47 | 91.26 | 2.19% | | 2026-06-30 | 603867 | 新化股份 | 2.68 | 89.75 | 2.16% | | 2026-06-30 | 688126 | 沪硅产业 | 2.13 | 85.01 | 2.04% | | 2026-06-30 | 300750 | 宁德时代 | 0.15 | 58.95 | 1.42% | | 2026-06-30 | 688516 | 奥特维 | 0.00 | 0.01 | 0.00% | |
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