Caitong Securities(SH:601108) Xin Lang Cai Jing·2025-10-13 02:07Core Viewpoint - Huahong Semiconductor Company experienced a 5.17% increase in stock price, reaching 118.95 CNY per share, with a trading volume of 2.258 billion CNY and a turnover rate of 4.71%, resulting in a total market capitalization of 206.432 billion CNY [1] Group 1: Company Overview - Huahong Semiconductor, established on January 21, 2005, and listed on August 7, 2023, is primarily engaged in specialty process wafer foundry services [1] - The company offers a diverse range of wafer foundry and supporting services, including embedded/standalone non-volatile memory, power devices, analog and power management, logic, and RF [1] - The revenue composition of the company is as follows: integrated circuit wafer foundry 94.60%, other services 4.78%, and rental income 0.62% [1] Group 2: Fund Holdings - According to data, one fund under Caitong Securities Asset Management holds a significant position in Huahong Company, specifically Caitong Asset Management Xinyi Mixed A (004888), which held 5,104 shares, accounting for 0.74% of the fund's net value [2] - The fund has generated an estimated floating profit of approximately 29,900 CNY today [2] - Caitong Asset Management Xinyi Mixed A was established on August 30, 2017, with a latest scale of 20.3901 million CNY and has achieved a year-to-date return of 22.09% [2] Group 3: Fund Manager Performance - The fund manager Li Jing has a tenure of 3 years and 347 days, with a total fund asset size of 230 million CNY, achieving a best return of 93.89% during the tenure [3] - The other fund manager, Shi Yushan, has a tenure of 3 years and 163 days, managing assets of 2.89 billion CNY, with a best return of 21.16% during the same period [3]