Guobo Electronics (SH:688375) Xin Lang Cai Jing·2025-09-25 06:59Core Insights - Guobo Electronics experienced a stock price increase of 5.06% on September 25, reaching 75.95 CNY per share, with a trading volume of 169 million CNY and a turnover rate of 0.38%, resulting in a total market capitalization of 45.267 billion CNY [1] Company Overview - Nanjing Guobo Electronics Co., Ltd. was established on November 27, 2000, and went public on July 22, 2022. The company is primarily engaged in the research, development, production, and sales of active phased array T/R components and RF integrated circuit-related products [1] - The revenue composition of the company includes T/R components and RF modules at 88.19%, RF chips at 8.49%, other chips at 2.04%, and other revenues at 1.28% [1] Fund Holdings - Longsheng Fund has a significant holding in Guobo Electronics, with the Longsheng Aerospace Marine Mixed A Fund (000535) reducing its position by 33,400 shares in the second quarter, now holding 97,400 shares, which represents 3.28% of the fund's net value, ranking as the ninth largest holding [2] - The Longsheng Aerospace Marine Mixed A Fund was established on March 11, 2014, with a current size of 159 million CNY. Year-to-date returns are 22.43%, ranking 4200 out of 8173 in its category, while the one-year return is 47.26%, ranking 3223 out of 8003 [2]