易成新能股价跌5.44%，财通基金旗下1只基金重仓，持有13.56万股浮亏损失4.34万元

Core Insights - 易成新能's stock price decreased by 5.44% to 5.56 CNY per share, with a trading volume of 659 million CNY and a turnover rate of 5.95%, resulting in a total market capitalization of 10.416 billion CNY [1] Company Overview - 河南易成新能源股份有限公司 was established on November 4, 1997, and listed on June 25, 2010. The company is located in Zhengdong New District, Zhengzhou, Henan Province [1] - The main business activities include the production and sales of diamond wires, solar power plant construction, high-efficiency monocrystalline silicon wafers, anode materials production and sales, energy conservation and environmental protection, lithium battery storage, and the research, production, and sales of ultra-high power graphite electrodes [1] Revenue Composition - The revenue composition of 易成新能 is as follows: - Photovoltaic aluminum frames and non-ferrous metal processing: 30.47% - Other products: 22.68% - Graphite electrodes and related products: 18.67% - Graphite products: 10.07% - Photovoltaic/wind power plant electricity generation: 6.62% - Lithium batteries: 5.88% - Photovoltaic/wind power plant construction: 5.61% [1] Fund Holdings - 财通基金 has one fund heavily invested in 易成新能, specifically 财通先进制造智选混合发起A (019612), which held 135,600 shares in the second quarter, accounting for 2.65% of the fund's net value, ranking as the eighth largest holding [2] - The fund has experienced a floating loss of approximately 43,400 CNY today [2] Fund Performance - 财通先进制造智选混合发起A was established on May 29, 2024, with a current size of 18.6264 million CNY. Year-to-date returns are 33.54%, ranking 2836 out of 8167 in its category; the one-year return is 38.92%, ranking 3031 out of 8010; and since inception, the return is 41.75% [2] Fund Manager Information - The fund manager, 朱海东, has a tenure of 6 years and 79 days, managing assets totaling 1.478 billion CNY, with the best return during his tenure being 64.19% and the worst being -26.95% [3] - Co-manager 顾弘原 has a tenure of 4 years and 129 days, managing assets of 484 million CNY, with the best return of 47.79% and the worst of -23.03% during his tenure [3]