SAC(SH:600268) Xin Lang Cai Jing·2025-10-15 05:35Core Viewpoint - Guodian Nanzi's stock price has seen a significant increase, rising 5.48% on October 15, with a cumulative increase of 25.84% over the past seven days, indicating strong market interest and performance [1]. Company Overview - Guodian Nanzi, established on September 22, 1999, and listed on November 18, 1999, is located in Nanjing, Jiangsu Province. The company specializes in power transmission and transformation protection, control and automation systems, and various industrial control and automation equipment [1]. - The company's main business revenue composition includes: - Grid automation: 47.55% - System integration center: 18.68% - Power plant automation: 14.99% - Information technology: 9.47% - Hydropower automation: 2.02% - Power electronics: 2.01% - Information security: 1.82% - Rail transit automation: 1.68% - Intelligent primary equipment: 1.29% - Other: 0.49% [1]. Fund Holdings - According to data, one fund under Rongtong holds a significant position in Guodian Nanzi. The Rongtong CSI A500 Index Enhanced A fund (022820) held 197,600 shares in the second quarter, accounting for 1.37% of the fund's net value, making it the ninth largest holding [2]. - The fund has realized a floating profit of approximately 134,400 yuan today, with a total floating profit of 503,900 yuan during the seven-day increase [2]. Fund Manager Performance - The fund manager, He Tianxiang, has a tenure of nearly 11 years, with a total asset scale of 7.662 billion yuan and a best fund return of 131.79% during his tenure [3]. - Co-manager Xiong Junjie has been in position for 2 years, managing assets of 999.7 million yuan, with a best fund return of 31.36% [3].