科泰电源股价跌5.07%,摩根士丹利基金旗下1只基金重仓,持有576.68万股浮亏损失1009.19万元

Core Viewpoint - KOTAI Power experienced a 5.07% decline in stock price, closing at 32.78 CNY per share, with a trading volume of 317 million CNY and a turnover rate of 2.98%, resulting in a total market capitalization of 10.49 billion CNY [1] Company Overview - KOTAI Power, established on June 19, 2002, and listed on December 29, 2010, is located in Qingpu District, Shanghai. The company specializes in the development, design, production, and sales of intelligent environmental power supply equipment, providing technical consulting, training, installation, and maintenance services [1] - The main revenue composition includes: 88.96% from low-noise diesel generator sets, 6.68% from installation and labor services, 2.67% from other renewable energy sales, 1.62% from equipment and factory leasing, and 0.06% from other sources [1] Shareholder Insights - Morgan Stanley's fund, specifically the Morgan Stanley Digital Economy Mixed A (017102), is among the top ten circulating shareholders of KOTAI Power. In the second quarter, the fund reduced its holdings by 812,100 shares, now holding 5.77 million shares, which accounts for 1.81% of the circulating shares. The estimated floating loss today is approximately 10.09 million CNY [2][4] - The fund was established on March 2, 2023, with a latest scale of 2.386 billion CNY. Year-to-date returns are 57.38%, ranking 458 out of 8160 in its category, while the one-year return is 84.96%, ranking 193 out of 8021 [2] Fund Management - The fund manager of Morgan Stanley Digital Economy Mixed A is Lei Zhiyong, who has been in the position for 6 years and 183 days. The total asset size of the fund is 4.547 billion CNY, with the best return during his tenure being 137.38% and the worst being -0.45% [3]