UCAP(SH:688228) Xin Lang Cai Jing·2025-11-06 03:13Core Viewpoint - On November 6, Kaipu Cloud's stock rose by 5.2%, reaching a price of 173.46 yuan per share, with a trading volume of 328 million yuan and a turnover rate of 2.88%, resulting in a total market capitalization of 11.717 billion yuan [1] Company Overview - Kaipu Cloud Information Technology Co., Ltd. is located in Dongguan City, Guangdong Province, and was established on April 17, 2000, with its listing date on March 27, 2020 [1] - The company's main business involves providing internet content service platform construction, operation, and maintenance, as well as big data services for various levels of government agencies, large and medium-sized enterprises, and media units [1] - The revenue composition of the main business includes: Intelligent Source 49.34%, AI Large Model and Computing Power 20.04%, AI Content Security 15.37%, Digital Government and Others 15.13%, and Others 0.12% [1] Shareholder Information - E Fund's supply-side reform mixed fund (002910) entered the top ten circulating shareholders of Kaipu Cloud in the third quarter, holding 370,100 shares, which accounts for 0.55% of the circulating shares, with an estimated floating profit of approximately 3.1756 million yuan [2] - The E Fund's supply-side reform mixed fund was established on January 25, 2017, with a latest scale of 3.119 billion yuan, achieving a year-to-date return of 35.75% and a one-year return of 26.88% [2] Fund Manager Performance - The fund manager of E Fund's supply-side reform mixed fund is Yang Zongchang, who has been in position for 6 years and 200 days, managing a total asset scale of 3.174 billion yuan, with the best fund return during his tenure being 269.01% and the worst being -17% [3] Top Holdings - E Fund's Keshun Fixed Opening Mixed Fund (LOF) (161132) held 14,300 shares of Kaipu Cloud in the third quarter, accounting for 4.08% of the fund's net value, with an estimated floating profit of approximately 122,800 yuan [4] - This fund was established on October 26, 2018, with a latest scale of 71.9588 million yuan, achieving a year-to-date return of 25.77% and a one-year return of 19.2% [4] Additional Fund Manager Information - The fund manager of E Fund's Keshun Fixed Opening Mixed Fund is Zhang Xiaoyu, who has been in position for 2 years and 246 days, managing a total asset scale of 913 million yuan, with the best fund return during his tenure being 20.24% and the worst being 14.48% [5]