Group 1 - The core point of the news is the decline in the stock price of Shanghai Electric Wind Power, which fell by 5.01% to 22.35 CNY per share, with a trading volume of 774 million CNY and a turnover rate of 2.54%, resulting in a total market capitalization of 29.8 billion CNY [1] - Shanghai Electric Wind Power, established on September 7, 2006, and listed on May 19, 2021, specializes in the design, research and development, manufacturing, and sales of wind power generation equipment, as well as providing aftermarket services [1] - The company's main revenue sources are from the sales of wind turbines and components (95.17%), service provision (3.31%), wind farm electricity generation (0.90%), and other supplementary sources (0.62%) [1] Group 2 - From the perspective of major fund holdings, one fund under Guotai Haitong Asset Management has a significant position in Shanghai Electric Wind Power, with 418,700 shares held, accounting for 1.14% of the fund's net value, making it the ninth largest holding [2] - The fund, Guotai Junan SSE STAR Market Composite Price Index Enhanced A (023889), has a current scale of 170 million CNY and has recorded a return of 41.05% since its establishment on April 17, 2025 [2] - The estimated floating loss for the fund today is approximately 494,100 CNY due to the decline in the stock price of Shanghai Electric Wind Power [2]
电气风电股价跌5.01%,国泰海通资管旗下1只基金重仓,持有41.87万股浮亏损失49.41万元