CCEM(SZ:300655) Xin Lang Cai Jing·2025-11-05 07:20Core Viewpoint - Jingrui Electric Materials has experienced a significant decline in stock price, with a cumulative drop of 9.92% over the past five days, indicating potential concerns among investors regarding the company's performance and market conditions [1]. Company Overview - Jingrui Electric Materials Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on November 29, 2001. The company went public on May 23, 2017. Its main business includes high-purity chemicals, photoresists and supporting materials, functional formulation materials, lithium battery materials, pharmaceutical intermediates, electronic-grade materials, and other products, which are widely used in the semiconductor and new energy industries [1]. - The revenue composition of the company's main business is as follows: high-purity chemicals 58.69%, photoresists 13.79%, lithium battery materials 13.68%, industrial chemicals 9.61%, energy 4.01%, and others 0.23% [1]. Fund Holdings - According to data from the top ten holdings of funds, one fund under E Fund has a significant position in Jingrui Electric Materials. The E Fund CSI Semiconductor Materials and Equipment Theme ETF Link A (021893) held 129,200 shares in the third quarter, accounting for 0.17% of the fund's net value, ranking as the seventh largest holding [2]. - The estimated floating loss for today is approximately 37,500 yuan, with a total floating loss of 236,400 yuan during the five-day decline [2]. - The E Fund CSI Semiconductor Materials and Equipment Theme ETF Link A (021893) was established on November 26, 2024, with a current scale of 242 million yuan. Year-to-date returns are 40.4%, ranking 42 out of 199 in its category, while cumulative returns since inception are 30.33% [2]. - The fund manager, Li Shujian, has been in charge for 2 years and 59 days, with total assets under management of 20.057 billion yuan. The best fund return during his tenure is 103.18%, while the worst is -2.97% [2].