Xin Lang Cai Jing·2025-10-17 07:39Core Viewpoint - SMIC's stock price dropped by 5.03% to 120.90 CNY per share, with a trading volume of 10.097 billion CNY and a turnover rate of 4.10%, resulting in a total market capitalization of 967.209 billion CNY [1] Company Overview - SMIC, established on April 3, 2000, is located at 18 Zhangjiang Road, Pudong New District, Shanghai, and is listed since July 16, 2020. The company specializes in integrated circuit wafer foundry services across various technology nodes from 0.35 microns to 14 nanometers [1] - The revenue composition of SMIC is primarily from integrated circuit wafer foundry services, accounting for 93.83%, with other services contributing 6.17% [1] Fund Holdings - According to data, one fund under Fuan Da, the Fuan Da Advantage Growth Mixed A (710001), has a significant holding in SMIC. In the second quarter, the fund reduced its holdings by 43,100 shares, maintaining 222,000 shares, which represents 3.26% of the fund's net value, ranking as the ninth largest holding [2] - The Fuan Da Advantage Growth Mixed A fund was established on September 21, 2011, with a current size of 600 million CNY. Year-to-date, it has achieved a return of 61.53%, ranking 353 out of 8160 in its category; over the past year, it has returned 65.24%, ranking 520 out of 8021; and since inception, it has returned 350.14% [2] Fund Manager Information - The fund manager of Fuan Da Advantage Growth Mixed A is Shen Kun, who has been in the position for 10 years and 139 days. The total asset size of the fund is 718 million CNY, with the best return during his tenure being 79.73% and the worst being -18.06% [3]