ACMSH(SH:688082) Xin Lang Cai Jing·2025-09-26 01:54Core Viewpoint - Shengmei Semiconductor Equipment (Shanghai) Co., Ltd. has shown a significant increase in stock price, reflecting positive market sentiment and potential growth in the semiconductor equipment sector [1] Company Overview - Shengmei Semiconductor Equipment was established on May 17, 2005, and went public on November 18, 2021. The company is located in the China (Shanghai) Free Trade Zone and specializes in the research, development, production, and sales of semiconductor equipment. The revenue composition is 99.72% from product sales and 0.28% from services [1] Stock Performance - On September 26, Shengmei Shanghai's stock rose by 5.26%, reaching a price of 192.99 CNY per share, with a trading volume of 472 million CNY and a turnover rate of 0.57%. The total market capitalization stands at 85.165 billion CNY [1] Shareholder Insights - Among the top ten circulating shareholders, the Huaxia Fund holds a position in Shengmei Shanghai. The Huaxia SSE STAR 50 ETF (588000) reduced its holdings by 59,500 shares in Q2, now holding 4.8937 million shares, which is 1.12% of the circulating shares. The estimated floating profit today is approximately 47.175 million CNY [2] Fund Performance - The Huaxia SSE STAR 50 ETF (588000) has a total asset size of 83.343 billion CNY and has achieved a year-to-date return of 48.41%, ranking 842 out of 4220 in its category. Over the past year, the return is 121.18%, ranking 209 out of 3824 [2] Fund Manager Profiles - The fund manager for the Huaxia SSE STAR 50 ETF is Rong Ying, who has been in the position for 9 years and 328 days, managing assets totaling 138.288 billion CNY, with the best return during his tenure being 129.49% [3] - Zhao Zongting, another fund manager, has been in the role for 8 years and 165 days, overseeing assets of 389.148 billion CNY, with a best return of 120.09% during his tenure [3] Top Holdings - The Huaxia SSE STAR Semiconductor Materials and Equipment Theme ETF (588170) holds 88,400 shares of Shengmei Shanghai, representing 4% of the fund's net value, ranking it as the tenth largest holding. The estimated floating profit today is around 852,300 CNY [4] Additional Fund Information - The Huaxia SSE STAR Semiconductor Materials and Equipment Theme ETF (588170) was established on March 24, 2025, with a current size of 252 million CNY and a return of 47.46% since inception [4]