SOKAN(SH:688157) Xin Lang Cai Jing·2025-09-10 06:40Company Overview - Matsui New Materials Group Co., Ltd. is located in Ningxiang Economic and Technological Development Zone, Hunan, and was established on March 20, 2009. The company went public on June 9, 2020. Its main business focuses on high-end consumer electronics and passenger vehicles in the 3C industry, providing systematic solutions such as coatings and specialty inks through "interactive" independent research and "customized flexible manufacturing" [1]. Business Composition - The revenue composition of Matsui includes coatings at 90.98%, inks at 4.97%, and adhesives and others at 4.05% [1]. Stock Performance - On September 10, Matsui shares fell by 5.06%, trading at 41.82 yuan per share, with a transaction volume of 135 million yuan and a turnover rate of 2.03%. The total market capitalization is 6.542 billion yuan [1]. Fund Holdings - According to data, one fund under Southern Fund holds a significant position in Matsui shares. The Southern Specialized and New Mixed A Fund (014189) held 193,800 shares in the second quarter, accounting for 4.05% of the fund's net value, making it the third-largest holding. The estimated floating loss today is approximately 432,200 yuan [2]. Fund Performance - The Southern Specialized and New Mixed A Fund was established on January 5, 2022, with a current scale of 156 million yuan. Year-to-date returns are 27.98%, ranking 2396 out of 8177 in its category. Over the past year, returns are 57.7%, ranking 2007 out of 7982. Since inception, the fund has a loss of 5.19% [2]. Fund Manager Background - The fund manager, Luo An'an, has a cumulative tenure of 10 years and 66 days, with the current total asset scale of 4.225 billion yuan. The best fund return during his tenure is 204.05%, while the worst is -20.95%. Co-manager Lei Jiayuan has a tenure of 5 years and 22 days, with a total asset scale of 1.631 billion yuan, achieving a best return of 82.14% and a worst return of -7.85% during his tenure [2].