Caitong Securities(SH:601108) Xin Lang Cai Jing·2025-09-24 03:53Core Viewpoint - Huahong Semiconductor Company has seen a stock price increase of 5.01% as of September 24, 2023, with a market capitalization of 1490.91 billion yuan, indicating strong market interest in the company [1] Company Overview - Huahong Semiconductor, established on January 21, 2005, and listed on August 7, 2023, is primarily engaged in specialty process wafer foundry services in China [1] - The company offers a diverse range of wafer foundry and supporting services, including embedded/non-volatile memory, power devices, analog and power management, logic, and RF [1] - Revenue composition includes 94.60% from integrated circuit wafer foundry, 4.78% from other services, and 0.62% from leasing income [1] Fund Holdings - According to data, one fund under Caitong Securities Asset Management holds a significant position in Huahong Company, with 5,104 shares representing 0.74% of the fund's net value, ranking as the ninth largest holding [2] - The fund, Caitong Zichan Xinyi Mixed A (004888), has a total scale of 20.39 million yuan and has achieved a year-to-date return of 22.72% [2] Fund Manager Performance - The fund manager, Li Jing, has a tenure of 3 years and 328 days, with a total asset size of 230 million yuan and a best return of 104.49% during the tenure [3] - Co-manager Shi Yushan has a tenure of 3 years and 144 days, managing assets of 2.89 billion yuan, with a best return of 21.91% [3]