Xin Lang Cai Jing·2025-09-08 03:31Group 1 - The core viewpoint of the articles highlights the recent decline in the stock price of Huahong Semiconductor, which fell by 5.06% to 68.50 CNY per share, with a trading volume of 1.216 billion CNY and a turnover rate of 4.26%, resulting in a total market capitalization of 118.753 billion CNY [1] - Huahong Semiconductor, established on January 21, 2005, and listed on August 7, 2023, primarily engages in specialty process wafer foundry services, offering diverse platforms including embedded/non-volatile memory, power devices, analog and power management, logic, and RF [1] - The company's revenue composition indicates that integrated circuit wafer foundry accounts for 94.60% of total revenue, while other services contribute 4.78%, and rental income makes up 0.62% [1] Group 2 - Longxin Fund has a significant holding in Huahong Semiconductor, with its Longxin Domestic Demand Growth Mixed A Fund (519979) holding 346,000 shares, representing 4% of the fund's net value, ranking as the tenth largest holding [2] - The Longxin Domestic Demand Growth Mixed A Fund has a total scale of 447 million CNY, with a year-to-date return of 3.2%, ranking 7173 out of 8248 in its category, and a one-year return of 26.3%, ranking 5083 out of 8051 [2] - The fund manager, Xu Wangwei, has been in position for 4 years and 253 days, with the fund's total assets amounting to 837 million CNY, achieving a best return of 30.49% and a worst return of -7.45% during his tenure [3]