NSIG(SH:688126) Xin Lang Cai Jing·2025-10-14 05:25Group 1 - The core point of the article highlights the recent decline in the stock price of Shanghai Silicon Industry, which fell by 5.01% to 27.32 CNY per share, with a trading volume of 1.826 billion CNY and a turnover rate of 2.38%, resulting in a total market capitalization of 75.053 billion CNY [1] - Shanghai Silicon Industry Group Co., Ltd. is located in the China (Shanghai) Pilot Free Trade Zone and was established on December 9, 2015, with its listing date on April 20, 2020. The company's main business involves the research, production, and sales of semiconductor silicon wafers and other materials [1] - The revenue composition of the company is primarily from semiconductor silicon wafers, accounting for 94.92%, followed by entrusted processing services at 4.22%, and other sources at 0.86% [1] Group 2 - From the perspective of major fund holdings, Tianhong Fund has one fund heavily invested in Shanghai Silicon Industry. The Tianhong CSI Semiconductor Materials and Equipment Theme Index Fund A (021532) reduced its holdings by 9,300 shares in the second quarter, maintaining 131,000 shares, which represents 5.52% of the fund's net value, making it the third-largest holding [2] - The Tianhong CSI Semiconductor Materials and Equipment Theme Index Fund A (021532) was established on June 4, 2024, with a latest scale of 11.9706 million CNY. Year-to-date returns are 54.25%, ranking 395 out of 4,220 in its category, while the one-year return is 64.81%, ranking 396 out of 3,857 [2] - The fund manager, Qi Shichao, has a cumulative tenure of 266 days, with the fund's total asset scale at 21.225 billion CNY, achieving a best return of 45.79% and a worst return of 13.03% during his tenure. Co-manager Hong Minghua has a tenure of 88 days, with a total asset scale of 28.831 billion CNY, achieving a best return of 48.02% and a worst return of -1.54% [2]