SAC(SH:600268) Xin Lang Cai Jing·2025-10-27 06:00Core Insights - On October 27, Guodian Nanzi's stock rose by 5.37%, reaching 12.94 CNY per share, with a trading volume of 785 million CNY and a turnover rate of 6.20%, resulting in a total market capitalization of 13.145 billion CNY [1] Company Overview - Guodian Nanjing Automation Co., Ltd. is located in Nanjing, Jiangsu Province, and was established on September 22, 1999, with its listing date on November 18, 1999 [1] - The company primarily engages in research, development, production, sales, and consulting services related to power transmission and transformation protection, control and automation systems, power plant protection control and automation systems, dispatching and distribution automation systems, rail transit automation systems, and other industrial control and automation equipment [1] - The revenue composition of the company includes: - Grid automation: 47.55% - System integration center business: 18.68% - Power plant automation: 14.99% - Information technology business: 9.47% - Hydropower automation: 2.02% - Power electronics: 2.01% - Information security: 1.82% - Rail transit automation: 1.68% - Intelligent primary equipment: 1.29% - Other (supplement): 0.37% - Other: 0.12% [1] Fund Holdings - According to data, one fund under Penghua Fund holds a significant position in Guodian Nanzi. The Penghua Guozheng 2000 Index Enhanced A (017892) held 156,900 shares in the second quarter, unchanged from the previous period, accounting for 1.01% of the fund's net value, making it the third-largest holding [2] - The fund has a current scale of 64.2343 million CNY and has achieved a return of 46.12% year-to-date, ranking 834 out of 4219 in its category; over the past year, it has returned 59.45%, ranking 278 out of 3877; since inception, it has returned 53.25% [2]