Xin Lang Cai Jing·2025-10-27 05:56Core Viewpoint - China Shipbuilding Defense has seen a stock price increase of 5.08%, reaching 27.50 CNY per share, with a trading volume of 403 million CNY and a market capitalization of 38.871 billion CNY as of October 27 [1] Company Overview - China Shipbuilding Defense Equipment Co., Ltd. is located in Nansha District, Guangzhou, Guangdong Province, established on October 21, 1994, and listed on October 28, 1993 [1] - The company's main business involves the research, development, manufacturing, system integration, sales, and service of high-end marine power equipment [1] - Revenue composition includes: 92.37% from ship products, 4.39% from ship repair and modification, 1.37% from other (supplementary), 1.20% from electromechanical products and others, 0.34% from offshore engineering products, and 0.33% from steel structures [1] Shareholder Insights - Longxin Fund's Longxin National Defense Military Industry Quantitative Mixed A Fund (002983) is among the top ten circulating shareholders of China Shipbuilding Defense, having increased its holdings by 1.4537 million shares in the second quarter, totaling 3.9236 million shares, which represents 0.28% of the circulating shares [2] - The fund has achieved a year-to-date return of 31.6%, ranking 2785 out of 8226 in its category, and a one-year return of 30.8%, ranking 2650 out of 8099 [2] Fund Management - The fund manager of Longxin National Defense Military Industry Quantitative Mixed A Fund is Song Haikuan, who has been in the position for 7 years and 260 days [3] - The total asset size of the fund is 3.443 billion CNY, with the best fund return during the tenure being 147.6% and the worst being -26.88% [3] Fund Holdings - Longxin National Defense Military Industry Quantitative Mixed A Fund has increased its holdings in China Shipbuilding Defense, with 3.9236 million shares representing 4.89% of the fund's net value, making it the seventh-largest holding [4]