NATA OPTO-ELECT(SZ:300346) Xin Lang Cai Jing·2025-09-22 06:22Core Viewpoint - Nanda Optoelectronics experienced a 5.08% increase in stock price, reaching 37.88 CNY per share, with a trading volume of 2.316 billion CNY and a turnover rate of 9.52%, resulting in a total market capitalization of 26.181 billion CNY [1] Company Overview - Jiangsu Nanda Optoelectronics Materials Co., Ltd. was established on December 28, 2000, and listed on August 7, 2012. The company specializes in the production, research, and sales of advanced electronic materials, with applications in integrated circuits, flat panel displays, LEDs, third-generation semiconductors, photovoltaics, and semiconductor lasers [1] - The revenue composition of the company includes: specialty gas products 60.95%, precursor materials (including MO sources) 27.80%, others 7.02%, and additional 4.23% [1] Shareholder Insights - Nanda Optoelectronics has a significant shareholder in the form of the Southern Fund's Southern CSI 500 ETF (510500), which entered the top ten circulating shareholders in the second quarter, holding 10.2679 million shares, representing 1.56% of circulating shares. The estimated floating profit for today is approximately 18.7902 million CNY [2] - The Southern CSI 500 ETF was established on February 6, 2013, with a current scale of 113.438 billion CNY. Year-to-date returns stand at 26.92%, ranking 1815 out of 4222 in its category, while the one-year return is 60.73%, ranking 1500 out of 3813 [2] Fund Performance - The fund manager of the Southern CSI 500 ETF is Luo Wenjie, who has been in the position for 12 years and 157 days. The total asset scale of the fund is 138.999 billion CNY, with the best fund return during his tenure being 145.85% and the worst being -47.6% [3] Major Holdings - The Southern Fund's Southern Semiconductor Industry Index Initiated A (020839) has also increased its holdings in Nanda Optoelectronics by 65,800 shares in the second quarter, now holding 227,400 shares, which accounts for 4% of the fund's net value. The estimated floating profit for today is around 416,200 CNY [4] - This fund was established on March 29, 2024, with a current scale of 79.3479 million CNY. Year-to-date returns are 40.98%, ranking 894 out of 4222, while the one-year return is 106.47%, ranking 354 out of 3813 [4] Fund Manager Profile - The fund manager for the Southern Semiconductor Industry Index Initiated A is Li Jialiang, who has been in the role for 9 years and 51 days. The total asset scale of the fund is 5.328 billion CNY, with the best return during his tenure being 153.34% and the worst being -29.58% [5]