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 | 博时战略新材料主题A(011340)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 | 301392 | 汇成真空 | 1.91 | 551.30 | 11.91% | | 2026-06-30 | 603306 | 华懋科技 | 3.85 | 399.21 | 8.62% | | 2026-06-30 | 920522 | 纳科诺尔 | 15.27 | 361.90 | 7.82% | | 2026-06-30 | 688627 | 精智达 | 0.50 | 357.79 | 7.73% | | 2026-06-30 | 688260 | 昀冢科技 | 2.12 | 304.95 | 6.59% | | 2026-06-30 | 920225 | 利通科技 | 16.57 | 276.98 | 5.98% | | 2026-06-30 | 688813 | 泰金新能 | 1.26 | 264.29 | 5.71% | | 2026-06-30 | 300576 | 容大感光 | 4.37 | 223.73 | 4.83% | | 2026-06-30 | 920394 | 民士达 | 3.07 | 211.80 | 4.58% | | 2026-06-30 | 603200 | 上海洗霸 | 4.65 | 201.62 | 4.36% | | 2026-06-30 | 603678 | 火炬电子 | 2.36 | 195.88 | 4.23% | | 2026-06-30 | 300394 | 天孚通信 | 0.59 | 177.98 | 3.84% | | 2026-06-30 | 688593 | 新相微 | 4.44 | 172.84 | 3.73% | | 2026-06-30 | 688486 | 龙迅股份 | 2.51 | 159.88 | 3.45% | | 2026-06-30 | 688502 | 茂莱光学 | 0.22 | 152.11 | 3.29% | | 2026-06-30 | 688347 | 华虹宏力 | 0.42 | 139.87 | 3.02% | | 2026-06-30 | 301468 | 博盈特焊 | 3.08 | 128.47 | 2.78% | | 2026-06-30 | 002126 | 银轮股份 | 2.13 | 106.07 | 2.29% | | 2026-06-30 | 301013 | 利和兴 | 1.41 | 101.87 | 2.20% | | 2026-06-30 | 002645 | 华宏科技 | 3.65 | 100.47 | 2.17% | | 2026-06-30 | 688808 | 联讯仪器 | 0.04 | 97.07 | 2.10% | | 2026-06-30 | 920178 | 锐翔智能 | 0.70 | 92.78 | 2.00% | | 2026-06-30 | 300085 | 银之杰 | 2.50 | 87.43 | 1.89% | | 2026-06-30 | 688629 | 华丰科技 | 0.45 | 83.91 | 1.81% | | 2026-06-30 | 600259 | 中稀有色 | 0.75 | 76.21 | 1.65% | | 2026-06-30 | 600499 | 科达制造 | 5.22 | 72.04 | 1.56% | | 2026-06-30 | 300863 | 卡倍亿 | 0.91 | 69.73 | 1.51% | | 2026-06-30 | 600487 | 亨通光电 | 0.61 | 66.70 | 1.44% | | 2026-06-30 | 601869 | 长飞光纤 | 0.12 | 65.51 | 1.42% | | 2026-06-30 | 301205 | 联特科技 | 0.17 | 56.80 | 1.23% | | 2026-06-30 | 601126 | 四方股份 | 0.42 | 26.54 | 0.57% | |
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