Group 1 - The core point of the article highlights the performance and financial metrics of Guangli Microelectronics, which experienced a slight decline of 5.02% in stock price, reaching 84.01 CNY per share, with a total market capitalization of 16.826 billion CNY [1] - Guangli Microelectronics, established on August 12, 2003, and listed on August 5, 2022, specializes in the design, development, and service of integrated circuit EDA software and wafer-level electrical testing equipment. The revenue composition is 62.40% from testing equipment and accessories, 37.00% from software development and licensing, and 0.60% from testing services and others [1] Group 2 - From the perspective of major shareholders, the Noan Fund's Noan Optimized Allocation Mixed A (006025) fund increased its holdings in Guangli Microelectronics by 398,800 shares in the second quarter, bringing its total to 2.8818 million shares, which represents 2.68% of the circulating shares. The estimated floating loss today is approximately 12.7952 million CNY [2] - The Noan Optimized Allocation Mixed A fund, managed by Liu Huiying, has a total asset scale of 23.674 billion CNY, with a best fund return of 77.68% and a worst fund return of 16.3% during her tenure [3] - The Noan Optimized Allocation Mixed A fund holds 2.8818 million shares of Guangli Microelectronics, accounting for 7.22% of the fund's net value, making it the tenth largest holding. The estimated floating loss today is also around 12.7952 million CNY [4]
广立微股价跌5.02%，诺安基金旗下1只基金重仓，持有288.18万股浮亏损失1279.52万元