Caitong Securities(SH:601108) Xin Lang Cai Jing·2025-09-04 06:34Group 1 - The core point of the news is that Feirongda's stock has experienced a significant decline, with a 10.05% drop over four consecutive days, closing at 28.14 yuan per share on September 4, with a total market capitalization of 16.374 billion yuan [1] - Feirongda Technology Co., Ltd. specializes in the research, design, production, and sales of electromagnetic shielding materials and thermal management materials, with its main business revenue composition being 39.94% from thermal management materials, 28.83% from electromagnetic shielding materials, and 27.97% from lightweight functional devices [1] - The stock is heavily held by a fund under Caitong Securities Asset Management, which has reported a floating loss of approximately 5.73 thousand yuan during the recent decline [2] Group 2 - The fund, Caitong Asset Management CSI 1000 Index Enhanced A, holds 17,300 shares of Feirongda, representing 3.3% of the fund's net value, making it the largest holding [2] - The fund has achieved a year-to-date return of 16.77% and a one-year return of 49.5%, ranking 2551 out of 4222 and 1680 out of 3789 respectively among its peers [2] - The fund manager, Xin Chenchen, has been in position for nearly five years, with the best return during this period being 30.39% and the worst being -34.95% [2]