GUIDE INFRARED(SZ:002414) Xin Lang Cai Jing·2025-10-29 07:23Core Viewpoint - Gaode Infrared has experienced a significant stock price increase, with a 16.27% rise over the past four days, indicating strong market interest and potential investor confidence in the company’s performance [1]. Company Overview - Gaode Infrared, established on July 13, 2004, and listed on July 16, 2010, is based in Wuhan, Hubei Province. The company specializes in infrared thermal imaging technology and the development and production of comprehensive optoelectronic systems and complete weapon systems [1]. - The main revenue sources for Gaode Infrared are as follows: 96.47% from infrared comprehensive optoelectronic and complete equipment systems, 2.95% from traditional and informationized ammunition, 0.27% from property leasing, 0.25% from other sources, and 0.06% from technical services [1]. Shareholder Analysis - The Southern Fund's Southern CSI 500 ETF (510500) is among the top ten circulating shareholders of Gaode Infrared. In the third quarter, it reduced its holdings by 451,400 shares, maintaining 24,844,500 shares, which represents 0.73% of the circulating shares. The estimated floating profit today is approximately 11.43 million yuan, with a total floating profit of 48.70 million yuan during the four-day price increase [2]. - The Southern CSI 500 ETF (510500) was established on February 6, 2013, with a current scale of 140.098 billion yuan. Year-to-date returns are 30.12%, ranking 1776 out of 4216 in its category, while the one-year return is 26.55%, ranking 1724 out of 3877 [2]. Fund Performance - The Southern CSI 500 Enhanced Strategy ETF (560100) holds 64,600 shares of Gaode Infrared, accounting for 1.1% of the fund's net value, making it the fourth-largest holding. The estimated floating profit today is about 29,700 yuan, with a total floating profit of 126,600 yuan during the four-day price increase [4]. - This fund was established on January 26, 2022, with a current scale of 72.2298 million yuan. Year-to-date returns are 30.24%, ranking 1763 out of 4216, while the one-year return is 28.47%, ranking 1565 out of 3877 [4].