SACO(SZ:002025) Xin Lang Cai Jing·2025-10-14 07:28Core Viewpoint - Aerospace Electric has experienced a significant decline in stock price, dropping 3.23% on October 14, with a total decrease of 8.4% over the past four days, indicating potential concerns among investors regarding the company's performance and market conditions [1]. Company Overview - Aerospace Electric Co., Ltd. was established on December 30, 2001, and listed on July 26, 2004. The company is located in Guiyang Economic and Technological Development Zone, Guizhou Province, and specializes in the research, production, and sales of high-end relays, connectors, micro motors, optoelectronic devices, and cable assemblies [1]. - The revenue composition of Aerospace Electric is as follows: connectors and integrated interconnection products account for 70.35%, motor and control components 22.49%, relays 3.39%, optoelectronic devices 1.98%, and others 1.79% [1]. Shareholder Insights - The top circulating shareholder of Aerospace Electric is the Fortune Fund, which increased its holdings in the Fortune CSI Military Industry Leader ETF (512710) by 178.74 thousand shares in the second quarter, now holding a total of 526.9 thousand shares, representing 1.16% of the circulating shares [2]. - The ETF has incurred a floating loss of approximately 8.27 million yuan today and a total floating loss of 22.71 million yuan over the past four days of decline [2]. Fund Performance - The Fortune CSI Military Industry Leader ETF (512710) was established on July 23, 2019, with a current scale of 11.914 billion yuan. Year-to-date, it has achieved a return of 18.38%, ranking 2907 out of 4220 in its category; over the past year, it has returned 23.9%, ranking 2259 out of 3857; and since inception, it has returned 47.11% [2]. - The fund managers, Wang Lele and Niu Zhidong, have a cumulative tenure of 10 years and 10 years and 158 days, respectively, with significant variations in fund performance during their management periods [3]. Top Holdings - The Fortune Military Theme Mixed A Fund (005609) holds 268.13 thousand shares of Aerospace Electric, unchanged from the previous period, representing 3.67% of the fund's net value and ranking as the fourth-largest holding [4]. - This fund has also experienced a floating loss of approximately 4.21 million yuan today and a total floating loss of 11.56 million yuan over the past four days [4]. - The fund was established on March 29, 2018, with a current scale of 3.354 billion yuan, achieving a year-to-date return of 16.35%, ranking 5016 out of 8162, and a one-year return of 20.74%, ranking 4394 out of 8015 [4].