Group 1 - The core viewpoint of the news is that Hongda Electronics has experienced a significant decline in stock price, dropping 5.03% on September 3, with a cumulative decline of 6.88% over three consecutive days [1] - As of the report, Hongda Electronics' stock price is at 35.11 yuan per share, with a trading volume of 357 million yuan and a turnover rate of 4.64%, resulting in a total market capitalization of 14.46 billion yuan [1] - The company, established on November 18, 1993, and listed on November 21, 2017, specializes in the research, production, and sales of tantalum capacitors and military electronic components, with its main business revenue composition being 76.99% from components and 23.01% from modules and other products [1] Group 2 - From the perspective of fund holdings, only one fund under China Merchants Fund has a significant position in Hongda Electronics, specifically the China Merchants Core Equipment Mixed A Fund (014686), which reduced its holdings by 67,600 shares in the second quarter [2] - The fund currently holds 72,300 shares, accounting for 2.74% of its net asset value, and has incurred a floating loss of approximately 134,500 yuan today, with a total floating loss of 197,400 yuan during the three-day decline [2] - The China Merchants Core Equipment Mixed A Fund was established on July 26, 2022, with a latest scale of 64.525 million yuan, achieving a year-to-date return of 19.96% and a one-year return of 32.62% [2]
宏达电子股价跌5.03%,招商基金旗下1只基金重仓,持有7.23万股浮亏损失13.45万元