TALKWEB(SZ:002261) Xin Lang Cai Jing·2025-09-04 06:33Core Viewpoint - The stock price of Tuowei Information has experienced a significant decline, dropping 5.09% on September 4, with a cumulative drop of 17.62% over four consecutive days, indicating potential concerns regarding the company's performance and market sentiment [1]. Company Overview - Tuowei Information System Co., Ltd. is located in Changsha, Hunan Province, and was established on May 20, 1996. The company was listed on July 23, 2008. Its main business includes K-12 education services and mobile internet products based on mobile games and animations. The revenue composition is as follows: software and services 72.71%, intelligent computing products 21.74%, and others 5.55% [1]. Shareholder Analysis - Among the top ten circulating shareholders of Tuowei Information, one fund from Huaxia Fund, the Huaxia CSI Artificial Intelligence Theme ETF (515070), entered the top ten in the second quarter, holding 2.9004 million shares, which is 0.25% of the circulating shares. The estimated floating loss today is approximately 5.3657 million yuan, with a total floating loss of 22.5361 million yuan over the four-day decline [2]. Fund Performance - The Huaxia CSI Artificial Intelligence Theme ETF (515070) has a total asset scale of 55.82 billion yuan and has achieved a return of 57.51% year-to-date, ranking 182 out of 4222 in its category. Over the past year, it has returned 128.21%, ranking 58 out of 3789, and since its inception, it has returned 82.27% [2]. Fund Manager Information - The fund manager of the Huaxia CSI Artificial Intelligence Theme ETF (515070) is Li Jun, who has been in the position for 7 years and 270 days. The fund's total asset scale is 566.61 billion yuan, with the best return during his tenure being 106.79% and the worst being -47.11% [3]. Top Holdings Analysis - The Huaxia CSI Big Data Industry ETF (516000), another fund under Huaxia Fund, has reduced its holdings in Tuowei Information by 50,800 shares in the second quarter, now holding 424,600 shares, which constitutes 3.17% of the fund's net value. The estimated floating loss today is about 785,500 yuan, with a total floating loss of 3.2991 million yuan during the four-day decline [4]. Additional Fund Manager Information - The fund manager of the Huaxia CSI Big Data Industry ETF (516000) is Si Fan, who has been in the role for 4 years and 62 days. The fund's total asset scale is 16.508 billion yuan, with the best return during his tenure being 71.49% and the worst being -46.17% [5].