PRIMARIUS(SH:688206) Xin Lang Cai Jing·2025-09-22 03:07Core Viewpoint - Gaillon Electronics experienced a 5.11% increase in stock price, reaching 37.85 CNY per share, with a total market capitalization of 16.471 billion CNY as of September 22 [1] Company Overview - Gaillon Electronics, established on March 18, 2010, and listed on December 28, 2021, is located in the China (Shanghai) Free Trade Zone [1] - The company specializes in providing EDA products and solutions that are widely validated and used by leading global integrated circuit design and manufacturing enterprises [1] - Revenue composition includes: 67.95% from EDA tool licensing, 21.23% from technical development solutions, 10.63% from semiconductor device characteristic testing systems, and 0.18% from other sources [1] Fund Holdings - The top holding fund for Gaillon Electronics is the Xingye Juyuan Mixed A Fund (002660), which held 36,000 shares in the second quarter, accounting for 2.67% of the fund's net value [2] - The fund has generated a floating profit of approximately 66,200 CNY as of the latest report [2] - Xingye Juyuan Mixed A Fund was established on June 30, 2016, with a current scale of 20.7011 million CNY and has achieved a year-to-date return of 10.15% [2] Fund Manager Information - The fund manager of Xingye Juyuan Mixed A is Ni Kan, who has been in the position for 7 years and 67 days [3] - The total asset size managed by Ni Kan is 25.821 billion CNY, with the best fund return during his tenure being 18.08% and the worst being 0.28% [3]