Group 1 - The core point of the news is the decline in the stock price of Sanan Optoelectronics, which fell by 5.05% to 15.42 CNY per share, with a trading volume of 2.627 billion CNY and a turnover rate of 3.36%, resulting in a total market capitalization of 76.931 billion CNY [1] - Sanan Optoelectronics, established on March 27, 1993, and listed on May 28, 1996, is located in Xiamen, Fujian Province. The company specializes in the research, production, and sales of compound semiconductor materials and devices [1] - The revenue composition of Sanan Optoelectronics includes: 35.96% from materials and waste sales, 30.88% from LED epitaxial chips, 16.68% from integrated circuit products, 15.92% from LED application products, and 0.56% from rent, property, and services [1] Group 2 - From the perspective of major fund holdings, only one fund under Ping An Asset Management has a significant position in Sanan Optoelectronics. The Ping An CSI New Materials Theme ETF (516890) increased its holdings by 1,000 shares in the second quarter, holding a total of 58,200 shares, which accounts for 2.99% of the fund's net value, ranking as the eighth largest holding [2] - The Ping An CSI New Materials Theme ETF (516890) was established on July 9, 2021, with a latest scale of 24.1428 million CNY. Year-to-date, it has achieved a return of 41.66%, ranking 1285 out of 4220 in its category; over the past year, it has returned 35.16%, ranking 1571 out of 3852; since inception, it has incurred a loss of 27.62% [2]
三安光电股价跌5.05%,平安基金旗下1只基金重仓,持有5.82万股浮亏损失4.77万元