Leadmicro(SH:688147) Xin Lang Cai Jing·2025-09-17 03:04Company Overview - Jiangsu Weidao Nano Technology Co., Ltd. is located in Wuxi, Jiangsu Province, and was established on December 25, 2015. The company went public on December 23, 2022. It focuses on advanced micro and nano-scale film deposition technology and equipment, primarily serving the photovoltaic, integrated circuit, flexible electronics, and semiconductor industries with high-end equipment and technical solutions [1]. Business Segmentation - The company's revenue composition is as follows: 76.54% from photovoltaic equipment, 18.43% from semiconductor equipment, 3.07% from supporting products and services, and 1.89% from other sources [1]. Stock Performance - On September 17, the stock price of Weidao Nano increased by 5.06%, reaching 49.79 CNY per share, with a trading volume of 499 million CNY and a turnover rate of 10.12%. The total market capitalization is 22.961 billion CNY [1]. Fund Holdings - According to data from major funds, one fund under Nuoan Fund has a significant position in Weidao Nano. The Nuoan High-end Manufacturing Stock A Fund (001707) increased its holdings by 10,000 shares in the second quarter, bringing the total to 90,000 shares, which accounts for 4.21% of the fund's net value, ranking it as the seventh-largest holding. The estimated floating profit today is approximately 216,000 CNY [2]. Fund Performance - The Nuoan High-end Manufacturing Stock A Fund (001707) was established on June 8, 2017, with a latest scale of 62.7319 million CNY. Year-to-date returns are 28.72%, ranking 1670 out of 4222 in its category. Over the past year, the return is 59.24%, ranking 1655 out of 3804. Since inception, the fund has achieved a return of 76.6% [2]. Fund Management - The fund manager of Nuoan High-end Manufacturing Stock A is Tong Yu, who has been in the position for 4 years and 262 days. The total asset size of the fund is 64.438 million CNY, with the best return during his tenure being 11.45% and the worst being -5.09% [3].