CSI Solar(SH:688472) Xin Lang Cai Jing·2025-10-31 06:35Core Viewpoint - The stock price of Arctech Solar fell by 5.05% to 15.43 CNY per share, with a trading volume of 3.077 billion CNY and a turnover rate of 13.68%, resulting in a total market capitalization of 56.909 billion CNY as of October 31 [1] Company Overview - Arctech Solar, established on July 7, 2009, and listed on June 9, 2023, is a major global manufacturer of photovoltaic (PV) modules, focusing on the research, production, and sales of crystalline silicon PV modules [2] - The company also extends its business into PV application solutions, which include PV system products, large-scale energy storage systems, and EPC services for PV power plants [2] - The revenue composition of the company's main business includes: 68.22% from PV module products, 21.04% from energy storage systems, 6.05% from PV system products, 2.57% from construction contracts, and 2.12% from other income [2] Fund Holdings - According to data, one fund under Wanjia Fund holds a significant position in Arctech Solar, with Wanjia Ruiyi A (001635) holding 153,000 shares, accounting for 1.2% of the fund's net value, making it the largest holding [3] - The estimated floating loss for this fund today is approximately 125,500 CNY [3] - Wanjia Ruiyi A was established on December 7, 2015, with a current scale of 4.658 million CNY, and has achieved a year-to-date return of 4.15% [3]