Xin Lang Cai Jing·2025-10-28 07:29Core Viewpoint - China Shipbuilding Defense has seen a stock price increase of 5.81% over the last three days, with a current price of 27.52 CNY per share and a market capitalization of 38.9 billion CNY [1] Group 1: Company Overview - China Shipbuilding Defense, established on October 21, 1994, and listed on October 28, 1993, is located in Nansha District, Guangzhou, Guangdong Province [1] - The company's main business includes high-end marine power equipment research, manufacturing, system integration, sales, and services [1] - Revenue composition: Ship products 92.37%, ship repair and modification 4.39%, others 1.37%, electromechanical products and others 1.20%, offshore engineering products 0.34%, steel structures 0.33% [1] Group 2: Shareholder Information - Southern Fund's Southern CSI 500 ETF (510500) is among the top ten circulating shareholders of China Shipbuilding Defense, having increased its holdings by 761,400 shares in Q2, totaling 6,124,500 shares, which is 0.43% of circulating shares [2] - The ETF has generated a floating profit of approximately 1.53 million CNY today and 9.25 million CNY during the three-day price increase [2] - The Southern CSI 500 ETF was established on February 6, 2013, with a current scale of 140.098 billion CNY and year-to-date returns of 30.79% [2] Group 3: Fund Performance - Southern Fund's Southern Strategy Optimization Mixed Fund (202019) holds 304,800 shares of China Shipbuilding Defense, unchanged from the previous period, representing 3.13% of the fund's net value [4] - The fund has achieved a floating profit of approximately 76,200 CNY today and 460,200 CNY during the three-day price increase [4] - The Southern Strategy Optimization Mixed Fund was established on March 30, 2010, with a current scale of 338 million CNY and year-to-date returns of 45.04% [4]