CDXG(SH:600353) Xin Lang Cai Jing·2025-11-04 06:39Core Viewpoint - As of November 4, 2023, Xuguang Electronics experienced a decline of 5.05%, trading at 15.99 CNY per share with a total market capitalization of 13.271 billion CNY [1] Company Overview - Chengdu Xuguang Electronics Co., Ltd. was established on February 28, 1994, and listed on November 20, 2002. The company is located at 318 Xinguang Avenue, Xindu District, Chengdu, Sichuan Province [1] - The main business areas include metal ceramic electric vacuum devices, high and low voltage power distribution equipment, and optoelectronic devices. The revenue composition is as follows: - Vacuum arc extinguishing chamber (core component of power switch equipment) 44.56% - Others (supplementary) 18.09% - Precision structural components for aerospace vehicles 13.28% - Intelligent embedded computers 8.63% - New power and renewable energy equipment 6.78% - Nitride electronic materials for semiconductor packaging and thermal management 5.15% - High-power laser RF electronic tubes 3.03% - Others 0.47% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under China Merchants Fund has a significant position in Xuguang Electronics. The "China Merchants Heyue Balanced Pension Three-Year Holding Period Mixed Initiation Fund (FOF) A" (007660) held 58,000 shares in the third quarter, accounting for 0.4% of the fund's net value, ranking as the ninth largest holding. The estimated floating loss today is approximately 49,300 CNY [2] - The fund was established on December 3, 2019, with a current scale of 162 million CNY. Year-to-date returns are 15.62%, ranking 509 out of 1,043 in its category; the one-year return is 16.28%, ranking 489 out of 1,013; and since inception, the return is 41.56% [2] Fund Manager Information - The fund manager of "China Merchants Heyue Balanced Pension Three-Year Holding Period Mixed Initiation Fund (FOF) A" is Zhang Gewu. As of the report date, Zhang has been in the position for 6 years and 195 days, managing total assets of 1.508 billion CNY. The best fund return during the tenure is 43.02%, while the worst return is -34.2% [3]