Zheshang Securities(SH:601878) Xin Lang Cai Jing·2025-11-04 02:30Group 1 - The core viewpoint of the news is the performance and market position of Zhongwei Semiconductor Equipment Co., Ltd., which saw a stock price increase of 5.28% to 292.56 CNY per share, with a total market capitalization of 183.185 billion CNY [1] - Zhongwei's main business involves the research, production, and sales of high-end semiconductor equipment, with a revenue composition of 86.17% from specialized equipment, 12.84% from spare parts, and 0.99% from other sources [1] - The company is located in the Pudong New Area of Shanghai and was established on May 31, 2004, with its listing date on July 22, 2019 [1] Group 2 - From the perspective of fund holdings, a fund under Zheshang Securities Asset Management has Zhongwei as a significant investment, holding 1,500 shares, which accounts for 4.9% of the fund's net value, making it the fifth-largest holding [2] - The Zheshang Dingying Event-Driven Mixed Fund (LOF) has achieved a year-to-date return of 22.94% and a one-year return of 19.22%, ranking 4054 out of 8150 and 4487 out of 8043 respectively [2] - The fund manager, Zhang Lei, has been in position for 236 days, with the fund's total asset size at 9.1569 million CNY and a best return of 13.99% during his tenure [2]