CCEM(SZ:300655) Xin Lang Cai Jing·2025-09-02 06:03Company Overview - Jingrui Electronic Materials Co., Ltd. is located in Suzhou, Jiangsu Province, established on November 29, 2001, and listed on May 23, 2017. The company specializes in high-purity chemicals, photoresists and supporting materials, functional formulation materials, lithium battery materials, pharmaceutical intermediates, pre-electronic grade materials, and other products, widely used in the semiconductor and new energy industries [1] Financial Performance - As of the latest report, Jingrui's stock price dropped by 5.15% to 11.98 CNY per share, with a trading volume of 9.82 billion CNY and a turnover rate of 7.88%, resulting in a total market capitalization of 128.54 billion CNY [1] - The revenue composition of the company is as follows: high-purity chemicals 58.69%, photoresists 13.79%, lithium battery materials 13.68%, industrial chemicals 9.61%, energy 4.01%, and others 0.23% [1] Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under GF Fund holds a significant position in Jingrui. The GF Xinyuan Mixed A Fund (002135) held 102,400 shares in the second quarter, accounting for 1.91% of the fund's net value, ranking as the tenth largest heavy stock. The estimated floating loss today is approximately 66,600 CNY [2] - The GF Xinyuan Mixed A Fund was established on November 2, 2016, with a latest scale of 39.49 million CNY. Year-to-date returns are 12.77%, ranking 5371 out of 8184 in its category; the one-year return is 25.21%, ranking 5154 out of 7971; and since inception, the return is 12.44% [2] Fund Management - The fund manager of GF Xinyuan Mixed A is Zeng Gang, who has a cumulative tenure of 17 years and 113 days. The total asset scale of the fund is 4.829 billion CNY, with the best fund return during the tenure being 78.5% and the worst being -3.7% [3]