Caitong Securities(SH:601108) Xin Lang Cai Jing·2025-10-21 05:26Core Insights - The stock of China National Materials Technology Co., Ltd. (中材科技) increased by 5.01% to 31.21 CNY per share, with a trading volume of 725 million CNY and a turnover rate of 1.41%, resulting in a total market capitalization of 52.374 billion CNY [1] Company Overview - China National Materials Technology Co., Ltd. was established on December 28, 2001, and listed on November 20, 2006. The company is headquartered in Haidian District, Beijing [1] - The main business segments include wind turbine blades, fiberglass and products, and lithium battery separators, with revenue contributions as follows: wind turbine blades 39.01%, fiberglass and products 28.05%, lithium battery separators 6.96%, technology and equipment 6.44%, engineering composite materials 5.99%, high-pressure gas cylinders 4.77%, advanced composite materials 4.12%, membrane materials 3.29%, and others 1.39% [1] Fund Holdings - According to data, one fund under Caitong Securities Asset Management holds a significant position in China National Materials Technology Co., Ltd. The Caitong Asset Management Stable Growth Fund A (014625) held 51,000 shares in the second quarter, accounting for 0.64% of the fund's net value, ranking as the seventh-largest holding [2] - The fund has a current scale of 154 million CNY and has achieved a year-to-date return of 4.44%, ranking 6738 out of 8162 in its category [2] Fund Manager Performance - The fund managers of Caitong Asset Management Stable Growth Fund A are Gong Zhifang and Li Jing. Gong has a tenure of 8 years and 67 days, managing assets totaling 25.93 billion CNY, with the best fund return during his tenure being 39.79% and the worst being -9.12% [3] - Li Jing has a tenure of 3 years and 355 days, managing assets of 230 million CNY, with the best fund return of 80.77% and the worst return of 5.05% during his tenure [3]