NATA OPTO-ELECT(SZ:300346) Xin Lang Cai Jing·2025-11-04 07:29Core Viewpoint - Nanda Optoelectronics has experienced a decline in stock price, with a cumulative drop of 7.02% over the past four days, indicating potential concerns among investors regarding the company's performance and market conditions [1]. Company Overview - Nanda Optoelectronics, established on December 28, 2000, and listed on August 7, 2012, is located in Suzhou Industrial Park, Jiangsu Province. The company specializes in the production, research, and sales of advanced electronic materials, which are widely used in integrated circuits, flat panel displays, LEDs, third-generation semiconductors, photovoltaics, and semiconductor lasers [1]. - The revenue composition of Nanda Optoelectronics includes: specialty gas products (60.95%), precursor materials (including MO sources) (27.80%), other products (7.02%), and additional (4.23%) [1]. Fund Holdings - According to data, one fund under the management of Shangyin Fund holds a significant position in Nanda Optoelectronics. The Shangyin CSI Semiconductor Industry Index Initiation A Fund (024069) held 53,700 shares in the third quarter, accounting for 3.38% of the fund's net value, making it the ninth-largest holding [2]. - The fund has experienced a floating loss of approximately 27,900 yuan today, with a total floating loss of 156,800 yuan during the four-day decline [2]. - The Shangyin CSI Semiconductor Industry Index Initiation A Fund was established on May 13, 2025, with a current scale of 22.1553 million yuan and has achieved a return of 49.37% since inception [2].