| 股票代码 | 股票名称 | 持有份额(万股) | 仓位比例 | 涨跌 | 贡献增长率 |
| 002594 | 比亚迪 | 0.4800 | 8.33% | 0.99% | 0.0825% |
| 300613 | 富瀚微 | 0.7000 | 7.53% | 6.95% | 0.5233% |
| 300274 | 阳光电源 | 1.0700 | 6.91% | -3.05% | -0.2108% |
| 300037 | 新宙邦 | 0.6000 | 5.43% | 1.41% | 0.0766% |
| 300014 | 亿纬锂能 | 0.7100 | 5.17% | -3.49% | -0.1804% |
| 002709 | 天赐材料 | 0.5500 | 5.10% | -1.35% | -0.0689% |
| 600584 | 长电科技 | 1.3300 | 5.06% | -0.93% | -0.0471% |
| 002371 | 北方华创 | 0.3100 | 5.00% | -0.39% | -0.0195% |
| 603496 | 恒为科技 | 3.2600 | 4.61% | 2.91% | 0.1342% |
| 603501 | 韦尔股份 | 0.2100 | 4.33% | 1.06% | 0.0459% |
| 重仓股仓位合计 | 重仓股贡献增长率 | 总持股仓位 | 修正增长率 | ||
| 57.47% | 0.3358% | 80.79% | |||
