Thinkon Semi(SH:688233) Xin Lang Cai Jing·2025-11-20 02:41Group 1 - The stock of ShenGong Co., Ltd. fell by 5.05% on November 20, trading at 67.00 yuan per share, with a transaction volume of 399 million yuan and a turnover rate of 3.42%, resulting in a total market capitalization of 11.41 billion yuan [1] - ShenGong Co., Ltd., established on July 24, 2013, and listed on February 21, 2020, specializes in the research, production, and sales of semiconductor-grade monocrystalline silicon materials [1] - The main business revenue composition includes silicon components at 53.86%, large-diameter silicon materials at 44.37%, with 16-inch and above at 24.07% and below 16-inch at 20.30%, and semiconductor large-size silicon wafers at 1.44% [1] Group 2 - The top circulating shareholder of ShenGong Co., Ltd. includes a fund from 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, accounting for 0.63% of circulating shares [2] - The Guotai CSI Semiconductor Materials and Equipment Theme ETF (159516) was established on July 19, 2023, with a latest scale of 8.299 billion yuan, achieving a year-to-date return of 44.76% and a one-year return of 27.2% [2] - The fund manager of the Guotai CSI Semiconductor Materials and Equipment Theme ETF is Ai Xiaojun, who has a cumulative tenure of 11 years and 315 days, managing total fund assets of 169.029 billion yuan, with the best fund return during his tenure at 259.2% [2]