Caitong Securities(SH:601108) Xin Lang Cai Jing·2025-10-27 06:20Core Viewpoint - Huahong Semiconductor Company has seen a significant stock increase of 5.87%, reaching a price of 134.99 CNY per share, with a total market capitalization of 234.27 billion CNY as of October 27 [1] Group 1: Company Overview - Huahong Semiconductor, established on January 21, 2005, is primarily engaged in specialty process wafer foundry services, focusing on embedded/non-volatile memory, power devices, analog and power management, logic, and RF [1] - The company's revenue composition includes 94.60% from integrated circuit wafer foundry, 4.78% from other services, and 0.62% from leasing income [1] Group 2: Fund Holdings - According to data, one fund under Caitong Securities Asset Management holds Huahong Semiconductor as a top ten position, specifically the Caitong Ziyuan Xinyi Mixed A Fund (004888), which held 5,104 shares, accounting for 0.74% of the fund's net value [2] - The fund has achieved a year-to-date return of 22.7% and a one-year return of 24.51%, ranking 4057 out of 8226 and 3540 out of 8099 respectively in its category [2] Group 3: Fund Manager Performance - The fund manager, Li Jing, has a tenure of 3 years and 361 days, with a total asset size of 230 million CNY, achieving a best return of 101.08% during his tenure [3] - Co-manager Shi Yushan has been in position for 3 years and 177 days, managing assets of 2.89 billion CNY, with a best return of 21.76% [3]