Group 1 - Core viewpoint: SMIC's stock price increased by 5.11% to 134.49 CNY per share, with a total market capitalization of 1,075.93 billion CNY and a trading volume of 11.708 billion CNY [1] - Company overview: SMIC, established on April 3, 2000, specializes in integrated circuit wafer foundry services, offering technology nodes ranging from 0.35 microns to 14 nanometers. The main revenue composition is 93.83% from wafer foundry and 6.17% from other services [1] Group 2 - Fund holdings: The China International Capital Corporation (CICC) Technology Pioneer ETF (560990) increased its holdings in SMIC by 2,200 shares in Q2, bringing the total to 18,700 shares, which represents 5.77% of the fund's net value, making it the third-largest holding [2] - Fund performance: The CICC Technology Pioneer ETF has a total asset size of 285.726 million CNY, with a year-to-date return of 37.5% and a one-year return of 38.61% [2]
中芯国际股价涨5.11%,中金基金旗下1只基金重仓,持有1.87万股浮盈赚取12.23万元