Core Viewpoint - On November 10, 2023, Xingsen Technology's stock price fell by 5.09%, closing at 21.43 CNY per share, with a trading volume of 1.241 billion CNY and a turnover rate of 3.71%, resulting in a total market capitalization of 36.424 billion CNY [1] Company Overview - Shenzhen Xingsen Quick Circuit Technology Co., Ltd. was established on March 18, 1999, and went public on June 18, 2010. The company is primarily engaged in PCB and semiconductor businesses [1] - The revenue composition of the main business includes: PCB printed circuit boards 71.45%, IC packaging substrates 21.09%, others 4.29%, and semiconductor test boards 3.17% [1] Shareholder Analysis - Southern Fund's Southern CSI 500 ETF (510500) is among the top ten circulating shareholders of Xingsen Technology. In the third quarter, it reduced its holdings by 435,600 shares, now holding 24.6112 million shares, which accounts for 1.63% of circulating shares. The estimated floating loss today is approximately 28.3029 million CNY [2] - The Southern CSI 500 ETF (510500) was established on February 6, 2013, with a latest scale of 140.098 billion CNY. Year-to-date return is 29.93%, ranking 1781 out of 4216 in its category; the one-year return is 19.19%, ranking 2057 out of 3917; and since inception, the return is 146.52% [2] Fund Performance - The fund manager of Southern CSI 500 ETF (510500) is Luo Wenjie, who has a cumulative tenure of 12 years and 206 days. The total asset scale of the fund is 170.445 billion CNY, with the best fund return during his tenure being 151.42% and the worst being -47.6% [3] Top Holdings - Southern Fund's Southern CSI 500 Enhanced Strategy ETF (560100) also holds Xingsen Technology as a significant position. In the third quarter, it held 38,500 shares, accounting for 1.18% of the fund's net value, ranking as the third-largest holding. The estimated floating loss today is about 44,300 CNY [4] - The Southern CSI 500 Enhanced Strategy ETF (560100) was established on January 26, 2022, with a latest scale of 72.2298 million CNY. Year-to-date return is 29.14%, ranking 1858 out of 4216; the one-year return is 22.4%, ranking 1715 out of 3917; and since inception, the return is 23.21% [4] Fund Manager Profile - The fund manager of Southern CSI 500 Enhanced Strategy ETF (560100) is Cui Lei, who has a cumulative tenure of 7 years and 5 days. The total asset scale of the fund is 122.76 billion CNY, with the best fund return during her tenure being 178.4% and the worst being -15.93% [5]
兴森科技股价跌5.09%,南方基金旗下1只基金位居十大流通股东,持有2461.12万股浮亏损失2830.29万元