Deye(SH:605117) Xin Lang Cai Jing·2025-10-17 05:51Core Viewpoint - DeYe Co., Ltd. experienced a 5.01% decline in stock price, closing at 71.34 CNY per share, with a total market capitalization of 647.60 billion CNY as of October 17 [1] Company Overview - DeYe Co., Ltd. is located in Ningbo, Zhejiang Province, and was established on August 4, 2000. The company went public on April 20, 2021. Its main business includes the research, production, and sales of evaporators, condensers, variable frequency control chips, dehumidifiers, and air source heat pump hot air machines [1] - The revenue composition of DeYe Co., Ltd. is as follows: inverters 47.77%, energy storage battery packs 25.69%, heat exchangers 15.68%, dehumidifiers 7.36%, and others 3.16% [1] Fund Holdings - Anxin Fund has a significant holding in DeYe Co., Ltd., with its Anxin Consumer Medicine Stock A fund (000974) holding 213,900 shares, representing 5.38% of the fund's net value, making it the second-largest holding. The estimated floating loss today is approximately 804,100 CNY [2] - The Anxin Consumer Medicine Stock A fund was established on March 19, 2015, with a current size of 206 million CNY. Year-to-date returns are 36.15%, ranking 1232 out of 4218 in its category, while the one-year return is 41.22%, ranking 1258 out of 3865 [2] Fund Manager Performance - The fund managers of Anxin Consumer Medicine Stock A are Chen Songkun and Xu Yanpeng. Chen has been in position for 4 years and 139 days, with a total fund size of 209 million CNY, achieving a best return of 33.24% and a worst return of -32.57% during his tenure [3] - Xu has been in position for 3 years and 34 days, managing a fund size of 229 million CNY, with a best return of 33.24% and a worst return of 7.26% during his tenure [3]