Zheshang Securities(SH:601878) Xin Lang Cai Jing·2025-10-09 05:38Group 1 - The core point of the news is the performance and financial metrics of ChipSource Microelectronics, which saw a stock price increase of 5.11% to 156.61 CNY per share, with a trading volume of 1.037 billion CNY and a turnover rate of 3.37%, resulting in a total market capitalization of 31.577 billion CNY [1] - ChipSource Microelectronics, established on December 17, 2002, and listed on December 16, 2019, specializes in the research, production, and sales of semiconductor equipment [1] - The company's main business revenue composition includes 59.86% from photolithography coating and developing equipment, 36.76% from single-wafer wet processing equipment, 2.51% from other supplementary equipment, and 0.86% from other devices [1] Group 2 - From the perspective of fund holdings, a fund under Zheshang Securities Asset Management has a significant position in ChipSource Microelectronics, with the Zheshang Huijin Transformation Driver Fund (001540) reducing its holdings by 2,045 shares in the second quarter, now holding 20,300 shares, which accounts for 4.01% of the fund's net value, making it the second-largest holding [2] - The Zheshang Huijin Transformation Driver Fund (001540) was established on July 27, 2015, with a latest scale of 54.3128 million CNY, achieving a year-to-date return of 11.36% and a one-year return of 20.18% [2]