Xin Lang Cai Jing·2025-10-17 07:18Group 1 - The core viewpoint of the news is that China Shipbuilding Defense has experienced a decline in stock price, dropping 3.24% to 26.02 yuan per share, with a total market value of 36.779 billion yuan and a cumulative drop of 5.41% over three consecutive days [1] - China Shipbuilding Defense's main business involves high-end marine power equipment research, manufacturing, system integration, sales, and services, with revenue composition primarily from ship products (92.37%), followed by ship repair and transformation (4.39%), and other categories [1] Group 2 - From the perspective of major circulating shareholders, Guotai Fund's Guotai Zhongzheng Military Industry ETF (512660) increased its holdings by 722,500 shares in the second quarter, now holding 4.7462 million shares, which is 0.34% of the circulating shares [2] - The Guotai Zhongzheng Military Industry ETF has a total scale of 15.601 billion yuan, with a year-to-date return of 16.78% and a one-year return of 23.28% [2] Group 3 - The fund manager of Guotai Zhongzheng Military Industry ETF is Ai Xiaojun, who has a cumulative tenure of 11 years and 281 days, with the fund's total asset scale at 124.649 billion yuan [3] - During Ai Xiaojun's tenure, the best fund return was 270.09%, while the worst return was -46.54% [3]