JIANGSU TONGRUN(SZ:002150) Xin Lang Cai Jing·2025-11-03 06:19Core Insights - Tongrun Equipment experienced a stock price increase of 5.61%, reaching 21.28 CNY per share, with a trading volume of 750 million CNY and a turnover rate of 10.29%, resulting in a total market capitalization of 7.73 billion CNY [1] Company Overview - Jiangsu Tongrun Equipment Technology Co., Ltd. was established on October 28, 2002, and listed on August 10, 2007. The company is located in Changshu City, Jiangsu Province [1] - The main business activities include the research, production, and sales of metal tool cabinets, high and low voltage complete switchgear, and components. The revenue composition is as follows: solar storage inverters 54.62%, tool cabinets 27.39%, electromechanical sheet metal products 9.27%, energy storage products 7.03%, other products 1.16%, and others (supplementary) 0.53% [1] Fund Holdings - Western Li De Fund has a significant holding in Tongrun Equipment, with its fund "Western Li De Ju You One-Year Holding Period Mixed Fund" (014593) holding 40,600 shares, accounting for 0.42% of the fund's net value, ranking as the eighth largest holding [2] - The fund was established on August 9, 2022, with a current size of 203 million CNY. Year-to-date returns are 8.67%, ranking 6120 out of 8223 in its category, while the one-year return is 8.33%, ranking 6255 out of 8115 [2] Fund Manager Performance - The fund manager, Yan Zhiyong, has a tenure of 8 years and 89 days, managing assets totaling 22.42 billion CNY, with the best fund return during his tenure being 55.08% and the worst being -0.82% [3] - Co-manager Ge Shan has been in the role for 1 year and 216 days, managing assets of 746 million CNY, with the best return of 53.6% and the worst return of 3.02% during his tenure [3]