Suzhou Centec (SH:688702) Xin Lang Cai Jing·2025-10-23 03:30Core Viewpoint - Shengke Communication experienced a 5.01% decline in stock price, closing at 115.37 CNY per share, with a total market capitalization of 47.302 billion CNY as of October 23 [1] Company Overview - Shengke Communication, established on January 31, 2005, is located in Suzhou Industrial Park, Jiangsu Province. The company specializes in the research, design, and sales of Ethernet switch chips and related products [1] - The revenue composition of Shengke Communication includes: Ethernet switch chips (72.43%), Ethernet switch chip modules (11.94%), Ethernet switches (10.48%), customized solutions and others (3.18%), and licensing (1.97%) [1] Shareholder Analysis - Noan Fund's Noan Growth Mixed A (320007) is among the top ten circulating shareholders of Shengke Communication, holding 2.816 million shares, unchanged from the previous period, representing 1.4% of circulating shares. The estimated floating loss today is approximately 17.1214 million CNY [2] - Noan Growth Mixed A (320007) was established on March 10, 2009, with a latest scale of 18.447 billion CNY. Year-to-date return is 33.62%, ranking 2192 out of 8159 in its category; the one-year return is 34.21%, ranking 1819 out of 8030; and since inception, the return is 176.2% [2] Fund Performance - The fund manager of Noan Growth Mixed A (320007) is Liu Huiying, who has been in the position for 3 years and 83 days. The total asset scale is 23.674 billion CNY, with the best fund return during the tenure being 68.38% and the worst being 10.61% [3] Top Holdings - Noan Fund's Noan Yixin Flexible Allocation Mixed A (002292) is a major holding in Shengke Communication, with 48,300 shares held, unchanged from the previous period, accounting for 5.97% of the fund's net value. The estimated floating loss today is about 293,700 CNY [4] - Noan Yixin Flexible Allocation Mixed A (002292) was established on January 22, 2016, with a latest scale of 43.6534 million CNY. Year-to-date return is 31.59%, ranking 2454 out of 8159; the one-year return is 33.72%, ranking 1869 out of 8030; and since inception, the return is 132.09% [4] Fund Manager Profile - The fund manager of Noan Yixin Flexible Allocation Mixed A (002292) is Chen Yanpeng, who has been in the position for 5 years and 107 days. The total asset scale is 3.078 billion CNY, with the best fund return during the tenure being 78.5% and the worst being 20.56% [5]