NATA OPTO-ELECT(SZ:300346) Xin Lang Cai Jing·2025-09-02 03:58Group 1 - The core point of the news is that Nanda Optoelectronics experienced a decline of 5.01% in its stock price, closing at 34.91 yuan per share, with a trading volume of 1.043 billion yuan and a turnover rate of 4.46%, resulting in a total market capitalization of 24.128 billion yuan [1] - Nanda Optoelectronics, established on December 28, 2000, and listed on August 7, 2012, is a high-tech enterprise engaged in the production, research, and sales of advanced electronic materials, with applications in integrated circuits, flat panel displays, LEDs, third-generation semiconductors, photovoltaics, and semiconductor lasers [1] - The company's main business revenue composition includes specialty gas products at 60.95%, precursor materials (including MO sources) at 27.80%, other products at 7.02%, and additional items at 4.23% [1] Group 2 - From the perspective of major fund holdings, data shows that one fund under Huaxia Fund has a significant position in Nanda Optoelectronics, specifically the Huaxia CSI Semiconductor Materials and Equipment Theme ETF (562590), which increased its holdings by 63,000 shares in the second quarter, bringing the total to 423,200 shares, accounting for 4.11% of the fund's net value, ranking as the fifth-largest holding [2] - The Huaxia CSI Semiconductor Materials and Equipment Theme ETF (562590) was established on October 9, 2023, with a latest scale of 326 million yuan, achieving a year-to-date return of 27.75%, ranking 1598 out of 4222 in its category, and a one-year return of 62.97%, ranking 1188 out of 3781 [2] - The fund manager of the Huaxia CSI Semiconductor Materials and Equipment Theme ETF is Shan Kuan Zhi, who has been in the position for 1 year and 84 days, with the fund's total asset scale at 4.741 billion yuan, achieving a best return of 71.6% and a worst return of 7.48% during his tenure [3]