CSI Solar(SH:688472) Xin Lang Cai Jing·2025-09-30 03:12Core Viewpoint - The stock price of Arctech has increased by 5.12% on September 30, reaching 13.55 CNY per share, with a total market capitalization of 49.975 billion CNY, reflecting a cumulative increase of 14.37% over the past five days [1][2]. Company Overview - Arctech, established on July 7, 2009, and listed on June 9, 2023, is a leading global manufacturer of photovoltaic modules, focusing on the research, production, and sales of crystalline silicon photovoltaic modules [2]. - The company's main business segments include photovoltaic systems, large-scale energy storage systems, and EPC services for photovoltaic power plants, with revenue contributions from photovoltaic module products (68.22%), energy storage systems (21.04%), photovoltaic system products (6.05%), construction contracts (2.57%), and other income (2.12%) [2]. Fund Holdings - According to data, Penghua Fund has a significant holding in Arctech, with its Penghua Sci-Tech Innovation Board New Energy ETF (588830) reducing its stake by 148,900 shares in Q2, now holding 2.5754 million shares, which constitutes 5.07% of the fund's net value [3]. - The fund has realized a floating profit of approximately 1.6998 million CNY today and 4.1722 million CNY during the five-day increase [3]. Fund Manager Performance - The fund manager of Penghua Sci-Tech Innovation Board New Energy ETF, Yan Dong, has been in the position for 6 years and 198 days, managing assets totaling 4.15 billion CNY, with the best fund return during his tenure being 456.3% and the worst being -35.51% [4].