PRIMARIUS(SH:688206) Xin Lang Cai Jing·2025-10-14 02:58Group 1 - The core point of the news is that Gaolun Electronics experienced a 5.1% drop in stock price, closing at 43.14 yuan per share, with a trading volume of 388 million yuan and a turnover rate of 2.01%, resulting in a total market capitalization of 18.774 billion yuan [1] - Gaolun Electronics, established on March 18, 2010, and listed on December 28, 2021, is located in the China (Shanghai) Pilot Free Trade Zone and specializes in providing EDA products and solutions widely validated by leading global integrated circuit design and manufacturing companies [1] - The company's main business revenue composition includes EDA tool licensing at 67.95%, technical development solutions at 21.23%, semiconductor device characteristic testing systems at 10.63%, and other supplementary services at 0.18% [1] Group 2 - From the perspective of major fund holdings, Changsheng Fund has one fund heavily invested in Gaolun Electronics, specifically the Changsheng Electronic Information Theme Mixed Fund (000063), which reduced its holdings by 10,400 shares in the second quarter, now holding 207,400 shares, accounting for 2.7% of the fund's net value, ranking as the eighth largest holding [2] - The Changsheng Electronic Information Theme Mixed Fund (000063) was established on May 10, 2013, with a current scale of 224 million yuan, achieving a year-to-date return of 24.19%, ranking 3933 out of 8162 in its category, and a one-year return of 18.8%, ranking 4644 out of 8015 [2]