Thinkon Semi(SH:688233) Xin Lang Cai Jing·2025-10-17 02:10Group 1 - The core point of the news is that Shen Gong Co., Ltd. experienced a decline of 5.22% in its stock price, reaching 46.98 CNY per share, with a trading volume of 130 million CNY and a turnover rate of 1.59%, resulting in a total market capitalization of 8 billion CNY [1] - Shen Gong Co., Ltd. is located in Jinzhou, Liaoning Province, and was established on July 24, 2013. The company was listed on February 21, 2020, and its main business involves the research, production, and sales of semiconductor-grade monocrystalline silicon materials [1] - The revenue composition of Shen Gong Co., Ltd. includes silicon components at 53.86%, large-diameter silicon materials at 44.37%, with over 16 inches accounting for 24.07% and under 16 inches for 20.30%. The revenue from semiconductor large-size silicon wafers is 1.44%, and other revenues account for 0.33% [1] Group 2 - From the perspective of fund holdings, Changxin Fund has one fund heavily invested in Shen Gong Co., Ltd. The Changxin Rui Jin Mixed A Fund (519957) held 400,000 shares in the second quarter, representing 3.55% of the fund's net value, making it the third-largest holding [2] - The Changxin Rui Jin Mixed A Fund (519957) was established on July 6, 2015, with a latest scale of 793.9 million CNY. Year-to-date, it has achieved a return of 25.94%, ranking 3453 out of 8160 in its category. Over the past year, it has returned 25.95%, ranking 3753 out of 8021, and since inception, it has returned 0.07% [2] - The fund manager of Changxin Rui Jin Mixed A Fund is Zhang Siwei, who has been in the position for 1 year and 134 days. The total asset scale during his tenure is 358 million CNY, with the best fund return at 29.24% and the worst at 29.09% [2]