Group 1 - The core viewpoint of the news is the performance and financial status of Changguang Huaxin, which saw a stock price increase of 5.6% to 78.76 CNY per share, with a total market capitalization of 13.884 billion CNY [1] - Changguang Huaxin specializes in the research, manufacturing, and sales of semiconductor laser chips, devices, and modules, with its main revenue sources being high-power single-tube series (76.98%), VCSEL and optical communication chips (11.47%), high-power bar series (5.54%), and others [1] - The company was established on March 6, 2012, and went public on April 1, 2022, indicating a relatively recent entry into the public market [1] Group 2 - From the perspective of fund holdings, the Noan Fund has a significant position in Changguang Huaxin, with its Noan Yixin Flexible Allocation Mixed A fund holding 40,000 shares, representing 4.67% of the fund's net value [2] - The Noan Yixin Flexible Allocation Mixed A fund has achieved a year-to-date return of 34% and a one-year return of 77.14%, ranking 2120 out of 8174 and 1095 out of 7981 respectively in its category [2] - The fund manager, Chen Yanpeng, has been in charge for over five years, with the fund's total asset size reaching 3.078 billion CNY and a best return of 75.75% during his tenure [3]
长光华芯股价涨5.6%,诺安基金旗下1只基金重仓,持有4万股浮盈赚取16.72万元