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 | 银华新材料混合-A(018821)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 | 002371 | 北方华创 | 0.33 | 290.14 | 10.53% | | 2026-06-30 | 300750 | 宁德时代 | 0.53 | 208.30 | 7.56% | | 2026-06-30 | 600309 | 万华化学 | 2.29 | 156.66 | 5.68% | | 2026-06-30 | 300054 | 鼎龙股份 | 0.91 | 96.43 | 3.50% | | 2026-06-30 | 688126 | 沪硅产业 | 2.03 | 80.79 | 2.93% | | 2026-06-30 | 301611 | 珂玛科技 | 0.40 | 72.03 | 2.61% | | 2026-06-30 | 002409 | 雅克科技 | 0.30 | 67.35 | 2.44% | | 2026-06-30 | 600176 | 中国巨石 | 0.83 | 60.49 | 2.19% | | 2026-06-30 | 688019 | 安集科技 | 0.17 | 58.52 | 2.12% | | 2026-06-30 | 600552 | 凯盛科技 | 1.65 | 53.76 | 1.95% | | 2026-06-30 | 688409 | 富创精密 | 0.17 | 52.80 | 1.92% | | 2026-06-30 | 688147 | 微导纳米 | 0.30 | 48.29 | 1.75% | | 2026-06-30 | 688200 | 华峰测控 | 0.09 | 46.58 | 1.69% | | 2026-06-30 | 605358 | 立昂微 | 0.57 | 44.23 | 1.60% | | 2026-06-30 | 688037 | 芯源微 | 0.10 | 42.50 | 1.54% | | 2026-06-30 | 300398 | 飞凯材料 | 0.67 | 41.37 | 1.50% | | 2026-06-30 | 688120 | 华海清科 | 0.13 | 40.85 | 1.48% | | 2026-06-30 | 688012 | 中微公司 | 0.08 | 38.18 | 1.39% | | 2026-06-30 | 300408 | 三环集团 | 0.22 | 36.72 | 1.33% | | 2026-06-30 | 688503 | 聚和材料 | 0.27 | 36.29 | 1.32% | | 2026-06-30 | 601012 | 隆基绿能 | 2.64 | 34.64 | 1.26% | | 2026-06-30 | 688652 | 京仪装备 | 0.17 | 34.51 | 1.25% | | 2026-06-30 | 688041 | 海光信息 | 0.09 | 32.66 | 1.18% | | 2026-06-30 | 002129 | TCL中环 | 2.63 | 31.61 | 1.15% | | 2026-06-30 | 688545 | 兴福电子 | 0.23 | 31.19 | 1.13% | | 2026-06-30 | 920186 | 中科仪 | 0.27 | 30.88 | 1.12% | | 2026-06-30 | 600426 | 华鲁恒升 | 1.28 | 30.62 | 1.11% | | 2026-06-30 | 688432 | 有研硅 | 0.75 | 30.15 | 1.09% | | 2026-06-30 | 000059 | 华锦股份 | 7.88 | 29.55 | 1.07% | | 2026-06-30 | 688778 | 厦钨新能 | 0.54 | 29.32 | 1.06% | | 2026-06-30 | 002180 | 奔图科技 | 1.68 | 27.48 | 1.00% | | 2026-06-30 | 603267 | 鸿远电子 | 0.35 | 27.12 | 0.98% | | 2026-06-30 | 002709 | 天赐材料 | 0.52 | 26.74 | 0.97% | | 2026-06-30 | 688035 | 德邦科技 | 0.29 | 26.18 | 0.95% | | 2026-06-30 | 688072 | 拓荆科技 | 0.03 | 25.79 | 0.94% | | 2026-06-30 | 603260 | 合盛硅业 | 0.50 | 24.13 | 0.88% | | 2026-06-30 | 000792 | 盐湖股份 | 0.79 | 23.85 | 0.87% | | 2026-06-30 | 603659 | 璞泰来 | 0.82 | 23.72 | 0.86% | | 2026-06-30 | 002028 | 思源电气 | 0.13 | 22.49 | 0.82% | | 2026-06-30 | 300432 | 富临精工 | 1.09 | 21.90 | 0.79% | | 2026-06-30 | 002318 | 久立特材 | 0.89 | 21.27 | 0.77% | | 2026-06-30 | 002001 | 新和成 | 0.74 | 21.03 | 0.76% | | 2026-06-30 | 300919 | 中伟新材 | 0.47 | 20.56 | 0.75% | | 2026-06-30 | 688375 | 国博电子 | 0.19 | 20.22 | 0.73% | | 2026-06-30 | 600019 | 宝钢股份 | 3.60 | 19.55 | 0.71% | | 2026-06-30 | 000830 | 鲁西化工 | 1.56 | 18.72 | 0.68% | | 2026-06-30 | 000617 | 中油资本 | 2.75 | 18.12 | 0.66% | | 2026-06-30 | 600028 | 中国石化 | 4.01 | 17.88 | 0.65% | | 2026-06-30 | 002738 | 中矿资源 | 0.30 | 17.70 | 0.64% | | 2026-06-30 | 688552 | 航天南湖 | 0.62 | 17.38 | 0.63% | | 2026-06-30 | 601799 | 星宇股份 | 0.19 | 17.22 | 0.62% | | 2026-06-30 | 601600 | 中国铝业 | 1.99 | 16.36 | 0.59% | | 2026-06-30 | 688502 | 茂莱光学 | 0.02 | 16.23 | 0.59% | | 2026-06-30 | 600486 | 扬农化工 | 0.31 | 15.72 | 0.57% | | 2026-06-30 | 688387 | 信科移动 | 0.79 | 15.59 | 0.57% | | 2026-06-30 | 300480 | 光力科技 | 0.36 | 15.36 | 0.56% | | 2026-06-30 | 688116 | 天奈科技 | 0.40 | 15.28 | 0.55% | | 2026-06-30 | 002025 | 航天电器 | 0.19 | 14.48 | 0.53% | | 2026-06-30 | 600760 | 中航沈飞 | 0.35 | 14.39 | 0.52% | | 2026-06-30 | 000975 | 山金国际 | 0.84 | 14.28 | 0.52% | | 2026-06-30 | 600118 | 中国卫星 | 0.17 | 13.95 | 0.51% | | 2026-06-30 | 300037 | 新宙邦 | 0.15 | 13.93 | 0.51% | | 2026-06-30 | 600246 | 万通发展 | 0.69 | 13.11 | 0.48% | | 2026-06-30 | 301232 | 飞沃科技 | 0.08 | 12.32 | 0.45% | | 2026-06-30 | 600500 | 中化国际 | 1.54 | 12.06 | 0.44% | | 2026-06-30 | 002895 | 川恒股份 | 0.36 | 10.51 | 0.38% | | 2026-06-30 | 000708 | 中信特钢 | 0.83 | 10.47 | 0.38% | | 2026-06-30 | 300568 | 星源材质 | 0.54 | 10.11 | 0.37% | | 2026-06-30 | 600862 | 中航高科 | 0.56 | 10.10 | 0.37% | | 2026-06-30 | 002539 | 云图控股 | 0.88 | 9.96 | 0.36% | | 2026-06-30 | 000510 | 新金路 | 0.39 | 9.69 | 0.35% | | 2026-06-30 | 002922 | 伊戈尔 | 0.29 | 9.51 | 0.35% | | 2026-06-30 | 603599 | 广信股份 | 0.84 | 8.05 | 0.29% | | 2026-06-30 | 688249 | 晶合集成 | 0.12 | 7.08 | 0.26% | | 2026-06-30 | 600482 | 中国动力 | 0.14 | 4.59 | 0.17% | | 2026-06-30 | 688819 | 天能股份 | 0.18 | 4.03 | 0.15% | | 2026-06-30 | 002110 | 三钢闽光 | 1.00 | 2.88 | 0.10% | | 2026-06-30 | 600660 | 福耀玻璃 | 0.05 | 2.52 | 0.09% | | 2026-06-30 | 002635 | 安洁科技 | 0.09 | 1.84 | 0.07% | | 2026-06-30 | 600438 | 通威股份 | 0.09 | 1.09 | 0.04% | | 2026-06-30 | 300073 | 当升科技 | 0.02 | 0.96 | 0.03% | | 2026-06-30 | 002192 | 融捷股份 | 0.01 | 0.89 | 0.03% | | 2026-06-30 | 300724 | 捷佳伟创 | 0.01 | 0.71 | 0.03% | | 2026-06-30 | 300769 | 德方纳米 | 0.01 | 0.67 | 0.02% | | 2026-06-30 | 000049 | 德赛电池 | 0.01 | 0.23 | 0.01% | |
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