Group 1 - The core point of the news is the significant increase in the stock price of Hongda Electronics, which rose by 5.04% to reach 37.30 CNY per share, with a trading volume of 235 million CNY and a turnover rate of 3.00%, resulting in a total market capitalization of 15.362 billion CNY [1] - Hongda Electronics, established on November 18, 1993, and listed on November 21, 2017, specializes in the research, production, and sales of tantalum capacitors and other military electronic components, with its main business revenue composition being 76.99% from components and 23.01% from modules and others [1] Group 2 - From the perspective of fund holdings, one fund under Penghua Fund has a significant position in Hongda Electronics, with Penghua Macro Mixed Fund (206013) increasing its holdings by 54,000 shares in the second quarter, bringing the total to 204,000 shares, which accounts for 9.21% of the fund's net value, making it the fourth-largest holding [2] - The Penghua Macro Mixed Fund (206013), established on June 13, 2012, has a latest scale of 79.1879 million CNY, with a year-to-date return of 8.62% and a one-year return of 29.3%, ranking 5213 out of 7981 in its category [2] - The fund manager, Yang Fan, has been in the position for 4 years and 323 days, with the fund's total asset scale at 79.197 million CNY, achieving the best return of 34.18% and the worst return of 9.76% during his tenure [2]
宏达电子股价涨5.04%,鹏华基金旗下1只基金重仓,持有20.4万股浮盈赚取36.52万元