Caitong Securities(SH:601108) Xin Lang Cai Jing·2025-09-11 03:24Group 1 - The core viewpoint of the news is the significant increase in the stock price of Huahong Semiconductor, which rose by 5.08% to 71.77 CNY per share, with a trading volume of 1.162 billion CNY and a turnover rate of 4.07%, leading to a total market capitalization of 124.422 billion CNY [1] - Huahong Semiconductor, established on January 21, 2005, and listed on August 7, 2023, specializes in wafer foundry services with a focus on specialty processes, including embedded/non-volatile memory, power devices, analog and power management, logic, and RF [1] - The company's revenue composition is primarily from integrated circuit wafer foundry services, accounting for 94.60%, with other revenues at 4.78% and rental income at 0.62% [1] Group 2 - From the perspective of fund holdings, one fund under Caitong Securities Asset Management has a significant position in Huahong Semiconductor, with Caitong Ziyuan Xinyi Mixed A (004888) holding 5,104 shares, representing 0.74% of the fund's net value, ranking as the ninth largest holding [2] - The fund has achieved a year-to-date return of 17.98%, ranking 4,162 out of 8,175 in its category, and a one-year return of 28.29%, ranking 5,142 out of 7,982 [2] Group 3 - The fund manager of Caitong Ziyuan Xinyi Mixed A (004888) is Li Jing, who has been in the position for 3 years and 315 days, with a total asset scale of 230 million CNY and a best return of 82.71% during the tenure [3] - The co-manager, Shi Yushan, has been in the role for 3 years and 131 days, managing assets totaling 2.89 billion CNY, with a best return of 15.9% during his tenure [3]