赛微电子股价跌5.04%,国泰海通资管旗下1只基金重仓,持有22.93万股浮亏损失27.75万元
Xin Lang Cai Jing·2025-09-09 04:17

Group 1 - The core point of the news is that Saiwei Electronics experienced a decline of 5.04% in its stock price, reaching 22.80 yuan per share, with a trading volume of 672 million yuan and a turnover rate of 4.85%, resulting in a total market capitalization of 16.694 billion yuan [1] - Saiwei Electronics, established on May 15, 2008, and listed on May 14, 2015, is primarily engaged in MEMS process development and wafer manufacturing, as well as GaN epitaxial material growth and chip design. The revenue composition is as follows: MEMS wafer manufacturing 54.30%, MEMS process development 39.14%, others 4.90%, and semiconductor equipment 1.67% [1] Group 2 - From the perspective of fund holdings, one fund under Guotai Haitong Asset Management has a significant position in Saiwei Electronics. The Guotai Junan CSI 1000 Selected Stocks A Fund (019505) held 229,300 shares in the second quarter, accounting for 0.89% of the fund's net value, ranking as the tenth largest holding. The estimated floating loss today is approximately 277,500 yuan [2] - The Guotai Junan CSI 1000 Selected Stocks A Fund (019505) was established on December 12, 2023, with a latest scale of 155 million yuan. Year-to-date, it has achieved a return of 35.17%, ranking 925 out of 4222 in its category; over the past year, it has returned 83.8%, ranking 669 out of 3798; and since inception, it has returned 54.61% [2]