| 序号 | 股票代码 | 股票简称 | 变动数量(股) | 变动市值(元) | 变动类型 |
| 1 | 300476 | 胜宏科技 | 64,600.00 | 18,443,300.00 | 新增 |
| 2 | 300502 | 新易盛 | -67,400.00 | 17,128,352.00 | 减仓 |
| 3 | 300308 | 中际旭创 | -61,400.00 | 15,655,693.20 | 减仓 |
| 4 | 300274 | 阳光电源 | -99,000.00 | 8,087,392.60 | 减仓 |
| 5 | 688256 | 寒武纪 | -14,800.00 | 6,757,957.50 | 减仓 |
| 6 | 300750 | 宁德时代 | -48,100.00 | 6,426,708.90 | 减仓 |
| 7 | 688008 | 澜起科技 | -77,900.00 | 2,639,472.80 | 减仓 |
| 8 | 688041 | 海光信息 | -64,100.00 | 2,097,574.79 | 减仓 |
| 9 | 688981 | 中芯国际 | -136,400.00 | -894,425.64 | 减仓 |
| 10 | 300124 | 汇川技术 | -129,100.00 | -4,413,530.00 | 减仓 |