HENGERDA(SZ:300946) Xin Lang Cai Jing·2025-09-10 03:01Group 1 - The core point of the article highlights the recent decline in the stock price of Heng Er Da, which fell by 5% to 53.91 CNY per share, with a trading volume of 186 million CNY and a turnover rate of 4.46%, resulting in a total market capitalization of 8.41 billion CNY [1] - Heng Er Da New Materials Co., Ltd. is based in Putian City, Fujian Province, and was established on November 20, 1995. The company was listed on February 8, 2021, and its main business involves the research, production, and sales of metal cutting tools and supporting intelligent CNC equipment [1] - The revenue composition of Heng Er Da includes die-cutting tools (42.21%), sawing tools (38.74%), rolling functional components (12.79%), intelligent CNC equipment (3.34%), and others (2.92%) [1] Group 2 - From the perspective of major fund holdings, one fund under Hive Fund has a significant position in Heng Er Da. The Hive Advanced Manufacturing Mixed Initiation A Fund (019006) held 6,000 shares in the second quarter, accounting for 2.38% of the fund's net value, ranking as the ninth largest holding [2] - The Hive Advanced Manufacturing Mixed Initiation A Fund was established on August 16, 2023, with a latest scale of 11.77 million CNY. Year-to-date, it has achieved a return of 31.29%, ranking 2044 out of 8180 in its category, and a one-year return of 63.25%, ranking 1541 out of 7967 [2] - The fund managers of Hive Advanced Manufacturing Mixed Initiation A are Wu Qiong and Sun Ke, with Wu having a tenure of 2 years and 20 days and Sun having a tenure of 238 days. The total asset scale of the fund is 11.86 million CNY [3]