北方华创股价跌5.06%,民生加银基金旗下1只基金重仓,持有3.5万股浮亏损失77.21万元

Core Viewpoint - Northern Huachuang experienced a decline of 5.06% on October 14, with a stock price of 413.74 CNY per share and a total market capitalization of 299.58 billion CNY [1] Company Overview - Northern Huachuang Technology Group Co., Ltd. is located at 8 Wenchang Avenue, Beijing Economic and Technological Development Zone, established on September 28, 2001, and listed on March 16, 2010 [1] - The company's main business involves the research, production, sales, and technical services of semiconductor basic products [1] - Revenue composition: Electronic process equipment accounts for 94.53%, electronic components for 5.37%, and others for 0.10% [1] Fund Holdings - Minsheng Jia Yin Fund has a significant holding in Northern Huachuang, with its fund "Minsheng Jia Yin Xinxi Mixed" (002455) reducing its stake by 4,000 shares in the second quarter, holding a total of 35,000 shares, which represents 2.82% of the fund's net value [2] - The fund has incurred an estimated floating loss of approximately 772,100 CNY as of the report date [2] - Minsheng Jia Yin Xinxi Mixed was established on December 9, 2016, with a latest scale of 549 million CNY, and has achieved a year-to-date return of 10.72% [2] Fund Manager Performance - The fund manager, Xia Rongyao, has been in position for 5 years and 98 days, with the fund's total asset size at 601 million CNY [2] - During his tenure, the best fund return was 20.34%, while the worst was 1.74% [2]