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 | 南方安睿(004648)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 | 300308 | 中际旭创 | 0.60 | 762.00 | 39.98% | | 2026-06-30 | 600176 | 中国巨石 | 10.14 | 739.00 | 38.77% | | 2026-06-30 | 688376 | 美埃科技 | 5.90 | 685.94 | 35.99% | | 2026-06-30 | 688981 | 中芯国际 | 4.22 | 670.98 | 35.20% | | 2026-06-30 | 603129 | 春风动力 | 2.56 | 654.85 | 34.36% | | 2026-06-30 | 600031 | 三一重工 | 37.60 | 649.73 | 34.09% | | 2026-06-30 | 601233 | 桐昆股份 | 29.63 | 641.49 | 33.66% | | 2026-06-30 | 300408 | 三环集团 | 3.61 | 602.51 | 31.61% | | 2026-06-30 | 605499 | 东鹏饮料 | 4.56 | 562.72 | 29.52% | | 2026-06-30 | 601077 | 渝农商行 | 90.66 | 553.93 | 29.06% | | 2026-06-30 | 605090 | 九丰能源 | 14.70 | 546.40 | 28.67% | | 2026-06-30 | 603337 | 杰克科技 | 14.78 | 535.48 | 28.09% | | 2026-06-30 | 600323 | 瀚蓝环境 | 17.71 | 486.34 | 25.52% | | 2026-06-30 | 600030 | 中信证券 | 16.85 | 484.10 | 25.40% | | 2026-06-30 | 600885 | 宏发股份 | 13.75 | 474.24 | 24.88% | | 2026-06-30 | 601138 | 工业富联 | 6.46 | 466.09 | 24.45% | | 2026-06-30 | 603885 | 吉祥航空 | 44.51 | 458.01 | 24.03% | | 2026-06-30 | 600309 | 万华化学 | 6.04 | 413.20 | 21.68% | | 2026-06-30 | 600519 | 贵州茅台 | 0.34 | 403.07 | 21.15% | | 2026-06-30 | 603699 | 纽威股份 | 7.43 | 373.73 | 19.61% | | 2026-06-30 | 000962 | 东方钽业 | 4.02 | 364.21 | 19.11% | | 2026-06-30 | 002938 | 鹏鼎控股 | 3.40 | 358.29 | 18.80% | | 2026-06-30 | 300274 | 阳光电源 | 2.20 | 349.84 | 18.35% | | 2026-06-30 | 002126 | 银轮股份 | 7.00 | 348.60 | 18.29% | | 2026-06-30 | 600153 | 建发股份 | 40.12 | 318.15 | 16.69% | | 2026-06-30 | 605196 | 华通线缆 | 12.04 | 314.24 | 16.49% | | 2026-06-30 | 605117 | 德业股份 | 2.77 | 294.12 | 15.43% | | 2026-06-30 | 000725 | 京东方A | 32.37 | 280.97 | 14.74% | | 2026-06-30 | 601100 | 恒立液压 | 2.52 | 271.05 | 14.22% | | 2026-06-30 | 002001 | 新和成 | 9.04 | 256.92 | 13.48% | | 2026-06-30 | 301563 | 云汉芯城 | 1.45 | 252.87 | 13.27% | | 2026-06-30 | 002475 | 立讯精密 | 3.25 | 228.80 | 12.00% | | 2026-06-30 | 300661 | 圣邦股份 | 1.59 | 228.13 | 11.97% | | 2026-06-30 | 000063 | 中兴通讯 | 6.27 | 226.91 | 11.90% | | 2026-06-30 | 603618 | 杭电股份 | 4.12 | 205.51 | 10.78% | | 2026-06-30 | 002602 | 世纪华通 | 14.38 | 202.76 | 10.64% | | 2026-06-30 | 002080 | 中材科技 | 2.17 | 195.30 | 10.25% | | 2026-06-30 | 000893 | 亚钾国际 | 4.59 | 187.69 | 9.85% | | 2026-06-30 | 601869 | 长飞光纤 | 0.34 | 185.61 | 9.74% | | 2026-06-30 | 301631 | 壹连科技 | 2.39 | 171.46 | 9.00% | | 2026-06-30 | 688256 | 寒武纪 | 0.10 | 162.27 | 8.51% | | 2026-06-30 | 688409 | 富创精密 | 0.51 | 155.76 | 8.17% | | 2026-06-30 | 002850 | 科达利 | 0.73 | 138.19 | 7.25% | | 2026-06-30 | 002245 | 蔚蓝锂芯 | 6.73 | 125.92 | 6.61% | | 2026-06-30 | 002028 | 思源电气 | 0.63 | 108.99 | 5.72% | | 2026-06-30 | 688596 | 正帆科技 | 1.06 | 83.56 | 4.38% | | 2026-06-30 | 688041 | 海光信息 | 0.20 | 74.91 | 3.93% | | 2026-06-30 | 300323 | 华灿光电 | 3.64 | 74.26 | 3.90% | | 2026-06-30 | 002648 | 卫星化学 | 3.02 | 70.94 | 3.72% | | 2026-06-30 | 688629 | 华丰科技 | 0.32 | 59.40 | 3.12% | | 2026-06-30 | 688396 | 华润微 | 0.50 | 48.95 | 2.57% | | 2026-06-30 | 002027 | 分众传媒 | 3.53 | 17.09 | 0.90% | | 2026-06-30 | 002448 | 中原内配 | 1.13 | 13.90 | 0.73% | | 2026-06-30 | 301078 | 孩子王 | 1.08 | 7.30 | 0.38% | | 2026-06-30 | 601877 | 正泰电器 | 0.18 | 4.51 | 0.24% | | 2026-06-30 | 001248 | 华润新能源 | 0.10 | 1.01 | 0.05% | | 2026-06-30 | 920193 | 吉和昌 | 0.03 | -- | -- | |
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