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 | 招商中国机遇(001749)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 | 603986 | 兆易创新 | 9.88 | 8052.20 | 16.31% | | 2026-06-30 | 300502 | 新易盛 | 12.32 | 7480.67 | 15.15% | | 2026-06-30 | 688498 | 源杰科技 | 3.86 | 7274.87 | 14.73% | | 2026-06-30 | 300308 | 中际旭创 | 5.60 | 7112.00 | 14.40% | | 2026-06-30 | 605376 | 博迁新材 | 25.27 | 6854.45 | 13.88% | | 2026-06-30 | 002552 | 宝鼎科技 | 106.58 | 6501.38 | 13.17% | | 2026-06-30 | 688256 | 寒武纪 | 3.35 | 5338.39 | 10.81% | | 2026-06-30 | 600183 | 生益科技 | 30.38 | 5267.89 | 10.67% | | 2026-06-30 | 002384 | 东山精密 | 19.64 | 5152.55 | 10.44% | | 2026-06-30 | 301526 | 国际复材 | 104.33 | 4868.96 | 9.86% | | 2026-06-30 | 603256 | 宏和科技 | 17.45 | 4630.01 | 9.38% | | 2026-06-30 | 600105 | 永鼎股份 | 66.81 | 4508.34 | 9.13% | | 2026-06-30 | 688143 | 长盈通 | 25.29 | 4448.64 | 9.01% | | 2026-06-30 | 002281 | 光迅科技 | 15.35 | 3944.03 | 7.99% | | 2026-06-30 | 002484 | 江海股份 | 35.66 | 3744.30 | 7.58% | | 2026-06-30 | 688766 | 普冉股份 | 4.86 | 3723.22 | 7.54% | | 2026-06-30 | 002008 | 大族激光 | 24.52 | 3680.70 | 7.45% | | 2026-06-30 | 688630 | 芯碁微装 | 5.99 | 3290.41 | 6.66% | | 2026-06-30 | 688361 | 中科飞测 | 7.27 | 3124.42 | 6.33% | | 2026-06-30 | 002080 | 中材科技 | 33.91 | 3051.90 | 6.18% | | 2026-06-30 | 920045 | 蘅东光 | 4.59 | 2893.21 | 5.86% | | 2026-06-30 | 688008 | 澜起科技 | 9.17 | 2841.75 | 5.76% | | 2026-06-30 | 002938 | 鹏鼎控股 | 26.41 | 2783.35 | 5.64% | | 2026-06-30 | 300394 | 天孚通信 | 8.59 | 2598.90 | 5.26% | | 2026-06-30 | 300835 | 龙磁科技 | 10.51 | 2411.94 | 4.89% | | 2026-06-30 | 688082 | 盛美上海 | 4.88 | 2109.93 | 4.27% | | 2026-06-30 | 002463 | 沪电股份 | 13.59 | 2076.55 | 4.21% | | 2026-06-30 | 688141 | 杰华特 | 13.32 | 2045.25 | 4.14% | | 2026-06-30 | 688627 | 精智达 | 2.78 | 1988.63 | 4.03% | | 2026-06-30 | 688200 | 华峰测控 | 3.64 | 1909.63 | 3.87% | | 2026-06-30 | 002138 | 顺络电子 | 24.71 | 1806.30 | 3.66% | | 2026-06-30 | 300620 | 光库科技 | 4.66 | 1762.41 | 3.57% | | 2026-06-30 | 301392 | 汇成真空 | 5.61 | 1619.27 | 3.28% | | 2026-06-30 | 688668 | 鼎通科技 | 3.48 | 1297.48 | 2.63% | | 2026-06-30 | 000636 | 风华高科 | 17.63 | 1273.49 | 2.58% | | 2026-06-30 | 688809 | 强一股份 | 1.70 | 1057.17 | 2.14% | | 2026-06-30 | 688110 | 东芯股份 | 3.44 | 700.48 | 1.42% | | 2026-06-30 | 688249 | 晶合集成 | 10.35 | 611.10 | 1.24% | | 2026-06-30 | 688702 | 盛科通信 | 1.49 | 581.32 | 1.18% | | 2026-06-30 | 002980 | 华盛昌 | 4.93 | 574.54 | 1.16% | | 2026-06-30 | 300398 | 飞凯材料 | 8.05 | 497.09 | 1.01% | | 2026-06-30 | 600186 | 莲花控股 | 32.72 | 458.08 | 0.93% | | 2026-06-30 | 600707 | 彩虹股份 | 15.97 | 269.73 | 0.55% | | 2026-06-30 | 688072 | 拓荆科技 | 0.18 | 152.76 | 0.31% | | 2026-06-30 | 000657 | 中钨高新 | 1.39 | 133.05 | 0.27% | | 2026-06-30 | 603115 | 海星股份 | 1.07 | 131.04 | 0.27% | | 2026-06-30 | 600378 | 昊华科技 | 1.56 | 117.59 | 0.24% | | 2026-06-30 | 688795 | 摩尔线程 | 0.12 | 88.13 | 0.18% | | 2026-06-30 | 688802 | 沐曦股份 | 0.09 | 77.20 | 0.16% | | 2026-06-30 | 688205 | 德科立 | 0.25 | 52.92 | 0.11% | | 2026-06-30 | 301666 | 大普微 | 0.06 | 37.28 | 0.08% | | 2026-06-30 | 001248 | 华润新能源 | 3.25 | 32.82 | 0.07% | | 2026-06-30 | 688765 | 禾元生物 | 0.64 | 32.73 | 0.07% | | 2026-06-30 | 688808 | 联讯仪器 | 0.01 | 21.13 | 0.04% | | 2026-06-30 | 688797 | 臻宝科技 | 0.02 | 14.29 | 0.03% | | 2026-06-30 | 001399 | 惠科股份 | 0.36 | 13.60 | 0.03% | | 2026-06-30 | 605366 | 宏柏新材 | 0.85 | 11.08 | 0.02% | | 2026-06-30 | 688820 | 盛合晶微 | 0.05 | 10.45 | 0.02% | | 2026-06-30 | 688818 | 电科蓝天 | 0.12 | 8.80 | 0.02% | | 2026-06-30 | 301682 | 宏明电子 | 0.04 | 6.22 | 0.01% | | 2026-06-30 | 688635 | 长进光子 | 0.01 | 5.82 | 0.01% | | 2026-06-30 | 688712 | 北芯生命 | 0.15 | 5.59 | 0.01% | | 2026-06-30 | 688813 | 泰金新能 | 0.02 | 4.91 | 0.01% | | 2026-06-30 | 688785 | 恒运昌 | 0.01 | 4.74 | 0.01% | | 2026-06-30 | 001257 | 盛龙股份 | 0.15 | 4.16 | 0.01% | | 2026-06-30 | 603459 | 红板科技 | 0.02 | 2.66 | 0.01% | | 2026-06-30 | 688811 | 有研复材 | 0.08 | 2.59 | 0.01% | | 2026-06-30 | 301696 | 三瑞智能 | 0.02 | 2.55 | 0.01% | | 2026-06-30 | 301669 | 高特电子 | 0.05 | 2.25 | 0.00% | | 2026-06-30 | 301531 | 春光集团 | 0.03 | 2.17 | 0.00% | | 2026-06-30 | 301599 | 理奇智能 | 0.04 | 1.96 | 0.00% | | 2026-06-30 | 001365 | 天海电子 | 0.04 | 1.53 | 0.00% | | 2026-06-30 | 301687 | 新广益 | 0.02 | 1.52 | 0.00% | | 2026-06-30 | 001393 | 维通利 | 0.03 | 1.46 | 0.00% | | 2026-06-30 | 603407 | 长裕集团 | 0.01 | 1.45 | 0.00% | | 2026-06-30 | 301680 | 固德电材 | 0.01 | 1.42 | 0.00% | | 2026-06-30 | 301683 | 慧谷新材 | 0.01 | 1.15 | 0.00% | | 2026-06-30 | 001237 | 惠康科技 | 0.02 | 1.13 | 0.00% | | 2026-06-30 | 688816 | 易思维 | 0.02 | 0.97 | 0.00% | | 2026-06-30 | 301513 | 尚水智能 | 0.01 | 0.96 | 0.00% | | 2026-06-30 | 603435 | 嘉德利 | 0.01 | 0.71 | 0.00% | | 2026-06-30 | 601112 | 振石股份 | 0.04 | 0.67 | 0.00% | | 2026-06-30 | 688781 | 视涯科技 | 0.01 | 0.63 | 0.00% | | 2026-06-30 | 603352 | 至信股份 | 0.01 | 0.29 | 0.00% | | 2026-06-30 | 603293 | 埃泰克 | 0.01 | 0.28 | 0.00% | | 2026-06-30 | 001312 | 福恩股份 | 0.01 | 0.26 | 0.00% | | 2026-06-30 | 603284 | 林平发展 | 0.00 | 0.16 | 0.00% | | 2026-06-30 | 001220 | 世盟股份 | 0.01 | 0.16 | 0.00% | |
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