主动股混基金 2026 年二季报分析 [Table_Authors] 倪韵婷(分析师) 投资要点： 基金研究 /[Table_Date] 2026.07.22 | | 021-23185605 | | --- | --- | | | niyunting@gtht.com | | 登记编号 | S0880525040097 | | | 谈鑫(分析师) | | | 021-23185600 | | | tanxin@gtht.com | | 登记编号 | S0880525040030 | | | 王紫薇(研究助理) | | | 021-23185678 | | | wangziwei3@gtht.com | | 登记编号 | S0880126010009 | [Table_Report] 相关报告 国泰海通证券：基金规模数据报告（2026.07.21） 2026.07.21 2026 年二季度公募基金产品发行综述 2026.07.08 国泰海通证券：基金公司权益及固定收益类资产 超额收益排行榜（2026.07.03） 2026.07.03 2026 年 2 季度基金公司业绩点评 2026.07.02 国泰海通证券 ...

ab 20 July 2026 Global Research China Semi Equipment China SPE imports flattish in June, imports from Japan break eight-month decline June SPE imports up 59% MoM; solid demand from Shanghai/Beijing fabs China's semiconductor production equipment (SPE) imports were up 59% MoM to US $3.0bn in June, while the YoY decline narrowed to -2% for the month from -12% YoY in 5M26. Within this, we still saw solid demand growth in two major semiconductor manufacturing hubs in China, ie, Shanghai (+38% YoY) and Beijing ( ...