十大重仓股
2023年3季度
序号 |
股票代码 |
股票名称 |
数量(股) |
公允价值(元) |
占基金资产净值比例(%) |
1 |
601012 |
隆基绿能 |
850,130 |
23,191,546.40 |
10.90 |
2 |
601012 |
隆基绿能 |
850,130 |
23,191,546.40 |
10.90 |
3 |
300274 |
阳光电源 |
195,800 |
17,526,058.00 |
8.23 |
4 |
300274 |
阳光电源 |
195,800 |
17,526,058.00 |
8.23 |
5 |
600438 |
通威股份 |
508,500 |
16,404,210.00 |
7.71 |
6 |
600438 |
通威股份 |
508,500 |
16,404,210.00 |
7.71 |
7 |
002129 |
TCL中环 |
608,250 |
14,220,885.00 |
6.68 |
8 |
002129 |
TCL中环 |
608,250 |
14,220,885.00 |
6.68 |
9 |
600089 |
特变电工 |
950,030 |
14,079,444.60 |
6.61 |
10 |
600089 |
特变电工 |
950,030 |
14,079,444.60 |
6.61 |
11 |
000100 |
TCL科技 |
2,827,300 |
11,535,384.00 |
5.42 |
12 |
000100 |
TCL科技 |
2,827,300 |
11,535,384.00 |
5.42 |
13 |
002459 |
晶澳科技 |
310,416 |
7,940,441.28 |
3.73 |
14 |
002459 |
晶澳科技 |
310,416 |
7,940,441.28 |
3.73 |
15 |
688599 |
天合光能 |
204,448 |
6,249,975.36 |
2.94 |
16 |
688599 |
天合光能 |
204,448 |
6,249,975.36 |
2.94 |
17 |
300316 |
晶盛机电 |
123,000 |
5,868,330.00 |
2.76 |
18 |
300316 |
晶盛机电 |
123,000 |
5,868,330.00 |
2.76 |
19 |
688303 |
大全能源 |
120,658 |
4,878,202.94 |
2.29 |
20 |
688303 |
大全能源 |
120,658 |
4,878,202.94 |
2.29 |
2023年2季度
序号 |
股票代码 |
股票名称 |
数量(股) |
公允价值(元) |
占基金资产净值比例(%) |
1 |
601012 |
隆基绿能 |
743,430 |
21,314,138.10 |
9.29 |
2 |
601012 |
隆基绿能 |
743,430 |
21,314,138.10 |
9.29 |
3 |
300274 |
阳光电源 |
170,600 |
19,897,078.00 |
8.67 |
4 |
300274 |
阳光电源 |
170,600 |
19,897,078.00 |
8.67 |
5 |
002129 |
TCL中环 |
529,350 |
17,574,420.00 |
7.66 |
6 |
002129 |
TCL中环 |
529,350 |
17,574,420.00 |
7.66 |
7 |
600438 |
通威股份 |
444,500 |
15,250,795.00 |
6.65 |
8 |
600438 |
通威股份 |
444,500 |
15,250,795.00 |
6.65 |
9 |
600089 |
特变电工 |
639,400 |
14,252,226.00 |
6.21 |
10 |
600089 |
特变电工 |
639,400 |
14,252,226.00 |
6.21 |
11 |
002459 |
晶澳科技 |
270,016 |
11,259,667.20 |
4.91 |
12 |
002459 |
晶澳科技 |
270,016 |
11,259,667.20 |
4.91 |
13 |
000100 |
TCL科技 |
2,459,700 |
9,691,218.00 |
4.22 |
14 |
000100 |
TCL科技 |
2,459,700 |
9,691,218.00 |
4.22 |
15 |
688599 |
天合光能 |
178,719 |
7,615,216.59 |
3.32 |
16 |
688599 |
天合光能 |
178,719 |
7,615,216.59 |
3.32 |
17 |
300316 |
晶盛机电 |
106,900 |
7,579,210.00 |
3.30 |
18 |
300316 |
晶盛机电 |
106,900 |
7,579,210.00 |
3.30 |
19 |
600732 |
爱旭股份 |
180,160 |
5,539,920.00 |
2.42 |
20 |
600732 |
爱旭股份 |
180,160 |
5,539,920.00 |
2.42 |
2023年1季度
序号 |
股票代码 |
股票名称 |
数量(股) |
公允价值(元) |
占基金资产净值比例(%) |
1 |
002129 |
TCL中环 |
400,000 |
19,384,000.00 |
9.46 |
2 |
002129 |
TCL中环 |
400,000 |
19,384,000.00 |
9.46 |
3 |
601012 |
隆基绿能 |
469,230 |
18,961,584.30 |
9.26 |
4 |
601012 |
隆基绿能 |
469,230 |
18,961,584.30 |
9.26 |
5 |
300274 |
阳光电源 |
160,900 |
16,871,974.00 |
8.24 |
6 |
300274 |
阳光电源 |
160,900 |
16,871,974.00 |
8.24 |
7 |
600438 |
通威股份 |
417,900 |
16,260,489.00 |
7.94 |
8 |
600438 |
通威股份 |
417,900 |
16,260,489.00 |
7.94 |
9 |
600089 |
特变电工 |
599,000 |
13,004,290.00 |
6.35 |
10 |
600089 |
特变电工 |
599,000 |
13,004,290.00 |
6.35 |
11 |
688599 |
天合光能 |
167,819 |
8,741,691.71 |
4.27 |
12 |
688599 |
天合光能 |
167,819 |
8,741,691.71 |
4.27 |
13 |
002459 |
晶澳科技 |
145,740 |
8,356,731.60 |
4.08 |
14 |
002459 |
晶澳科技 |
145,740 |
8,356,731.60 |
4.08 |
15 |
300316 |
晶盛机电 |
101,200 |
6,607,348.00 |
3.23 |
16 |
300316 |
晶盛机电 |
101,200 |
6,607,348.00 |
3.23 |
17 |
300724 |
捷佳伟创 |
43,100 |
4,932,795.00 |
2.41 |
18 |
300724 |
捷佳伟创 |
43,100 |
4,932,795.00 |
2.41 |
19 |
603806 |
福斯特 |
82,360 |
4,838,650.00 |
2.36 |
20 |
603806 |
福斯特 |
82,360 |
4,838,650.00 |
2.36 |
2022年4季度
序号 |
股票代码 |
股票名称 |
数量(股) |
公允价值(元) |
占基金资产净值比例(%) |
1 |
601012 |
隆基绿能 |
439,030 |
18,553,407.80 |
9.36 |
2 |
601012 |
隆基绿能 |
439,030 |
18,553,407.80 |
9.36 |
3 |
300274 |
阳光电源 |
150,400 |
16,814,720.00 |
8.48 |
4 |
300274 |
阳光电源 |
150,400 |
16,814,720.00 |
8.48 |
5 |
600438 |
通威股份 |
391,100 |
15,088,638.00 |
7.61 |
6 |
600438 |
通威股份 |
391,100 |
15,088,638.00 |
7.61 |
7 |
002129 |
TCL中环 |
374,400 |
14,099,904.00 |
7.11 |
8 |
002129 |
TCL中环 |
374,400 |
14,099,904.00 |
7.11 |
9 |
600089 |
特变电工 |
560,500 |
11,254,840.00 |
5.68 |
10 |
600089 |
特变电工 |
560,500 |
11,254,840.00 |
5.68 |
11 |
688599 |
天合光能 |
157,019 |
10,011,531.44 |
5.05 |
12 |
688599 |
天合光能 |
157,019 |
10,011,531.44 |
5.05 |
13 |
002459 |
晶澳科技 |
136,340 |
8,192,670.60 |
4.13 |
14 |
002459 |
晶澳科技 |
136,340 |
8,192,670.60 |
4.13 |
15 |
300316 |
晶盛机电 |
94,800 |
6,025,488.00 |
3.04 |
16 |
300316 |
晶盛机电 |
94,800 |
6,025,488.00 |
3.04 |
17 |
603806 |
福斯特 |
77,260 |
5,133,154.40 |
2.59 |
18 |
603806 |
福斯特 |
77,260 |
5,133,154.40 |
2.59 |
19 |
300751 |
迈为股份 |
12,440 |
5,123,289.60 |
2.58 |
20 |
300751 |
迈为股份 |
12,440 |
5,123,289.60 |
2.58 |
2022年3季度
序号 |
股票代码 |
股票名称 |
数量(股) |
公允价值(元) |
占基金资产净值比例(%) |
1 |
600438 |
通威股份 |
394,000 |
18,502,240.00 |
9.35 |
2 |
600438 |
通威股份 |
394,000 |
18,502,240.00 |
9.35 |
3 |
300274 |
阳光电源 |
151,700 |
16,781,054.00 |
8.48 |
4 |
300274 |
阳光电源 |
151,700 |
16,781,054.00 |
8.48 |
5 |
601012 |
隆基绿能 |
325,930 |
15,615,306.30 |
7.89 |
6 |
601012 |
隆基绿能 |
325,930 |
15,615,306.30 |
7.89 |
7 |
002129 |
TCL中环 |
330,000 |
14,770,800.00 |
7.46 |
8 |
002129 |
TCL中环 |
330,000 |
14,770,800.00 |
7.46 |
9 |
600089 |
特变电工 |
552,900 |
11,981,343.00 |
6.05 |
10 |
600089 |
特变电工 |
552,900 |
11,981,343.00 |
6.05 |
11 |
688599 |
天合光能 |
158,119 |
10,137,009.09 |
5.12 |
12 |
688599 |
天合光能 |
158,119 |
10,137,009.09 |
5.12 |
13 |
002459 |
晶澳科技 |
136,840 |
8,763,233.60 |
4.43 |
14 |
002459 |
晶澳科技 |
136,840 |
8,763,233.60 |
4.43 |
15 |
300450 |
先导智能 |
159,700 |
7,555,407.00 |
3.82 |
16 |
300450 |
先导智能 |
159,700 |
7,555,407.00 |
3.82 |
17 |
300316 |
晶盛机电 |
93,800 |
6,342,756.00 |
3.20 |
18 |
300316 |
晶盛机电 |
93,800 |
6,342,756.00 |
3.20 |
19 |
300751 |
迈为股份 |
10,140 |
4,907,354.40 |
2.48 |
20 |
300751 |
迈为股份 |
10,140 |
4,907,354.40 |
2.48 |
2022年2季度
序号 |
股票代码 |
股票名称 |
数量(股) |
公允价值(元) |
占基金资产净值比例(%) |
1 |
600438 |
通威股份 |
97,400 |
5,830,364.00 |
10.19 |
2 |
600438 |
通威股份 |
97,400 |
5,830,364.00 |
10.19 |
3 |
601012 |
隆基绿能 |
80,580 |
5,369,045.40 |
9.38 |
4 |
601012 |
隆基绿能 |
80,580 |
5,369,045.40 |
9.38 |
5 |
002129 |
TCL中环 |
79,900 |
4,705,311.00 |
8.22 |
6 |
002129 |
TCL中环 |
79,900 |
4,705,311.00 |
8.22 |
7 |
600089 |
特变电工 |
136,600 |
3,741,474.00 |
6.54 |
8 |
600089 |
特变电工 |
136,600 |
3,741,474.00 |
6.54 |
9 |
300274 |
阳光电源 |
37,500 |
3,684,375.00 |
6.44 |
10 |
300274 |
阳光电源 |
37,500 |
3,684,375.00 |
6.44 |
11 |
002459 |
晶澳科技 |
33,840 |
2,669,976.00 |
4.67 |
12 |
002459 |
晶澳科技 |
33,840 |
2,669,976.00 |
4.67 |
13 |
688599 |
天合光能 |
39,019 |
2,545,989.75 |
4.45 |
14 |
688599 |
天合光能 |
39,019 |
2,545,989.75 |
4.45 |
15 |
300450 |
先导智能 |
39,500 |
2,495,610.00 |
4.36 |
16 |
300450 |
先导智能 |
39,500 |
2,495,610.00 |
4.36 |
17 |
300316 |
晶盛机电 |
23,200 |
1,568,088.00 |
2.74 |
18 |
300316 |
晶盛机电 |
23,200 |
1,568,088.00 |
2.74 |
19 |
601877 |
正泰电器 |
38,700 |
1,384,686.00 |
2.42 |
20 |
601877 |
正泰电器 |
38,700 |
1,384,686.00 |
2.42 |