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佰维存储股价涨5.99%,银华基金旗下1只基金重仓,持有4.8万股浮盈赚取29.97万元

Core Viewpoint - Bawei Storage's stock price increased by 5.99% to 110.55 CNY per share, with a total market capitalization of 51.595 billion CNY as of October 9 [1] Company Overview - Bawei Storage Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on September 6, 2010. The company went public on December 30, 2022 [1] - The main business involves the research, production, and sales of semiconductor storage devices, including smart terminal storage chips, consumer-grade storage modules, industrial-grade storage modules, and advanced packaging and testing services [1] - Revenue composition: storage products account for 48.77%, embedded storage 29.93%, PC storage 18.12%, others 1.37%, advanced packaging services 1.09%, and automotive-grade storage 0.71% [1] Fund Holdings - Silver Hua Fund has a significant holding in Bawei Storage, with the Silver Hua Multi-Dynamic Flexible Allocation Mixed Fund (005251) increasing its stake by 3,273 shares in the second quarter, holding a total of 48,000 shares, representing 4.07% of the fund's net value [2] - The fund has achieved a year-to-date return of 56.28%, ranking 911 out of 8,238 in its category, and a one-year return of 62.71%, ranking 730 out of 8,082 [2] Fund Manager Information - The fund managers of Silver Hua Multi-Dynamic Flexible Allocation Mixed Fund are Jia Peng and Wang Zhiwei. Jia Peng has a tenure of 11 years and 47 days, with a total fund size of 3.973 billion CNY and a best return of 150.01% during his tenure [3] - Wang Zhiwei has a tenure of 9 years and 78 days, managing a fund size of 648 million CNY, with a best return of 28.49% during his tenure [3]