Hongda Electronics(SZ:300726) Xin Lang Cai Jing·2025-10-23 03:02Group 1 - The core point of the article highlights the recent performance of Hongda Electronics, which saw a 5.04% increase in stock price, reaching 38.79 yuan per share, with a trading volume of 268 million yuan and a turnover rate of 3.28%, resulting in a total market capitalization of 15.975 billion yuan [1] - Hongda Electronics, established on November 18, 1993, and listed on November 21, 2017, is located in Zhuzhou, Hunan Province. The company specializes in the research, production, and sales of tantalum capacitors and other military electronic components, with its main business revenue composition being 76.99% from components and 23.01% from modules and others [1] Group 2 - From the perspective of major fund holdings, data shows that China Life Asset Management has one fund heavily invested in Hongda Electronics. The fund, China Life Asset Management Strategy Selected Mixed (LOF) A (168002), reduced its holdings by 164,100 shares in the second quarter, now holding 571,800 shares, which accounts for 4.49% of the fund's net value, ranking as the eighth largest holding [2] - The China Life Asset Management Strategy Selected Mixed (LOF) A (168002) was established on September 27, 2017, with a latest scale of 455 million yuan. Year-to-date, it has achieved a return of 5.46%, ranking 6558 out of 8159 in its category; over the past year, it has incurred a loss of 3.1%, ranking 7878 out of 8030; since inception, it has returned 76.41% [2] - The fund manager, Yan Kun, has been in the position for 1 year and 301 days, with the total asset scale of the fund at 474 million yuan. During his tenure, the best fund return was 50.73%, while the worst was 19.06% [2]