Thinkon Semi(SH:688233) Xin Lang Cai Jing·2025-11-18 02:00Core Viewpoint - Shen Gong Co., Ltd. experienced a 5% decline in stock price, trading at 71.25 yuan per share, with a total market capitalization of 12.134 billion yuan as of November 18 [1] Company Overview - Shen Gong Co., Ltd. is located in Jinzhou, Liaoning Province, and was established on July 24, 2013, with its listing date on February 21, 2020 [1] - The company specializes in the research, production, and sales of semiconductor-grade single crystal silicon materials [1] - Revenue composition includes: silicon components (53.86%), large diameter silicon materials (44.37%), with 16-inch and above at 24.07%, 16-inch and below at 20.30%, semiconductor large-size silicon wafers at 1.44%, and others at 0.33% [1] Shareholder Information - The top circulating shareholder includes a fund under Guotai Fund, specifically the Guotai CSI Semiconductor Materials and Equipment Theme ETF (159516), which entered the top ten circulating shareholders in Q3 with 1.0754 million shares, representing 0.63% of circulating shares [2] - The estimated floating loss for this fund today is approximately 4.0326 million yuan [2] - The fund was established on July 19, 2023, with a latest scale of 8.299 billion yuan, and has achieved a year-to-date return of 42.68% [2] Fund Manager Information - The fund manager of Guotai CSI Semiconductor Materials and Equipment Theme ETF is Ai Xiaojun, who has a cumulative tenure of 11 years and 313 days [3] - The total asset scale of the fund is 169.029 billion yuan, with the best fund return during the tenure being 265.64% and the worst being -46.54% [3]