GW COMPOS(SZ:300699) Xin Lang Cai Jing·2025-09-03 07:53Group 1 - The stock price of Guangwei Composites has declined by 3.36% on September 3, reaching 29.95 CNY per share, with a trading volume of 578 million CNY and a turnover rate of 2.32%, resulting in a total market capitalization of 24.899 billion CNY. The stock has experienced a continuous decline for four days, with a cumulative drop of 7.22% during this period [1] - Guangwei Composites, established on February 5, 1992, and listed on September 1, 2017, specializes in the research, production, and sales of carbon fiber, carbon fiber fabrics, carbon fiber prepregs, carbon fiber composite products, and core production equipment for carbon fiber. The revenue composition of its main business includes: carbon fiber and fabrics 52.93%, carbon beams 30.73%, prepregs 9.27%, products and others 6.58%, and other (supplementary) 0.49% [1] Group 2 - According to data from the top ten holdings of funds, one fund under Huaxia Fund has a significant position in Guangwei Composites. The Huaxia Specialized and New Mixed Initiation A Fund (018916) held 25,400 shares in the second quarter, unchanged from the previous period, accounting for 5.45% of the fund's net value, ranking as the fourth-largest holding. The estimated floating loss today is approximately 26,400 CNY, with a total floating loss of 59,200 CNY during the four-day decline [2] - The Huaxia Specialized and New Mixed Initiation A Fund (018916) was established on September 12, 2023, with a latest scale of 13.5564 million CNY. Year-to-date returns are 17.98%, ranking 4171 out of 8180 in its category; the one-year return is 51.52%, ranking 2373 out of 7967; and since inception, the return is 27.47% [2] - The fund manager of Huaxia Specialized and New Mixed Initiation A Fund is Tang Mingzhen, who has been in the position for 1 year and 358 days. The total asset scale during his tenure is 280 million CNY, with the best fund return being 74.06% and the worst being 12.67% [2]