SMEI(SZ:300456) Xin Lang Cai Jing·2025-09-05 07:23Core Viewpoint - The stock of Saiwei Electronics has seen a significant increase of 5.64% on September 5, reaching a price of 23.99 yuan per share, with a trading volume of 7.79 billion yuan and a market capitalization of 175.66 billion yuan [1] Company Overview - Beijing Saiwei Electronics Co., Ltd. was established on May 15, 2008, and went public on May 14, 2015. The company specializes in MEMS process development, wafer manufacturing, GaN epitaxial material growth, and chip design [1] - The revenue composition of the company is as follows: 54.46% from MEMS wafer manufacturing, 28.39% from MEMS process development, 11.33% from semiconductor equipment, and 5.83% from other sources [1] Shareholder Information - The Guolian An Fund has increased its holdings in Saiwei Electronics, with the Guolian An CSI Semiconductor Products and Equipment ETF Link A (007300) adding 495,500 shares in the second quarter, bringing its total to 5.4324 million shares, which accounts for 0.91% of the circulating shares [2] - The fund has achieved a return of 20.78% year-to-date and 81.28% over the past year, ranking 1632 out of 4222 and 409 out of 3795 in its category, respectively [2] Fund Performance - The Guolian An CSI 1000 Index Enhanced A (016962) holds 57,700 shares of Saiwei Electronics, representing 0.78% of the fund's net value, making it the third-largest holding [3] - The fund has recorded a year-to-date return of 24.97% and a one-year return of 60.19%, ranking 1198 out of 4222 and 1113 out of 3795 in its category, respectively [3] Fund Management - The fund managers of Guolian An CSI 1000 Index Enhanced A (016962) are Zhang Zhenyuan and Zhang Ye. Zhang Zhenyuan has a tenure of 11 years and 278 days, managing assets totaling 408.24 billion yuan, with a best return of 272.86% during his tenure [4] - Zhang Ye has a shorter tenure of 1 year and 2 days, managing assets of 12.7 million yuan, with a best return of 60.19% [4]