Montage Technology(SH:688008) Xin Lang Cai Jing·2025-09-25 07:51Core Viewpoint - Lanke Technology has seen a continuous increase in stock price, with a total rise of 14.78% over the past five days, indicating strong market interest and potential growth in the cloud computing and AI chip solution sectors [1]. Company Overview - Lanke Technology Co., Ltd. is based in Shanghai and was established on May 27, 2004, with its IPO on July 22, 2019. The company primarily provides chip-based solutions for cloud computing and artificial intelligence [1]. - The revenue composition of Lanke Technology is as follows: interconnect chips account for 93.44%, server platforms for 6.37%, and other sources for 0.19% [1]. Fund Holdings - According to data, one fund from Caitong Fund holds a significant position in Lanke Technology. The Caitong Smart Consumer Stock A Fund (010703) held 15,900 shares in the second quarter, representing 2.56% of the fund's net value, making it the eighth-largest holding [2]. - The fund has generated a floating profit of approximately 27.97 million during the five-day stock price increase, with a current floating profit of about 11,800 [2]. Fund Manager Performance - The fund managers of Caitong Smart Consumer Stock A include Zhu Haidong, Gu Hongyuan, and Guo Xin, with varying tenures and performance metrics [3]. - Zhu Haidong has a tenure of 6 years and 74 days, with a total fund size of 1.478 billion, achieving a best return of 63.55% during his tenure [3]. - Gu Hongyuan has been managing for 4 years and 124 days, with a fund size of 484 million, achieving a best return of 47.18% [3]. - Guo Xin has a shorter tenure of 1 year and 202 days, managing a fund size of 1.351 billion, with a best return of 44.92% [3].