| 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 |
| 300661 | 圣邦股份 | 667.7900 | 12.6400% | -2.0408% | -0.2580% |
| 002371 | 北方华创 | 915.4600 | 9.7100% | 0.9390% | 0.0912% |
| 300782 | 卓胜微 | 358.8000 | 9.0300% | 0.7369% | 0.0665% |
| 603986 | 兆易创新 | 606.2500 | 8.8700% | 1.0261% | 0.0910% |
| 603501 | 韦尔股份 | 699.1800 | 8.7600% | 2.1753% | 0.1906% |
| 688126 | 沪硅产业 | 3.0000 | 7.5400% | 2.4254% | 0.1829% |
| 600703 | 三安光电 | 4.0000 | 7.2500% | 6.6564% | 0.4826% |
| 600584 | 长电科技 | 3.0000 | 7.1600% | 4.4666% | 0.3198% |
| 688012 | 中微公司 | 394.1700 | 5.3600% | -1.1234% | -0.0602% |
| 600745 | 闻泰科技 | 653.8300 | 5.1100% | 0.0743% | 0.0038% |
| 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 | ||
| 81.43% | 1.1102% | 94.8300% | |||
| 日期 | 实际增长率 | 预估增长率 |
| 2020-08-04 | -2.1500% | -2.1662% |
| 2020-08-03 | 3.0700% | 2.9874% |
| 2020-07-31 | 3.5400% | 3.3651% |
| 2020-07-30 | 0.2600% | 0.5438% |
| 2020-07-29 | 4.8700% | 6.2712% |
| 2020-07-28 | 0.2200% | 0.0038% |
| 2020-07-27 | -0.2700% | -0.2093% |
| 2020-07-24 | -6.0600% | -6.8364% |
