ACETRON(SZ:300706) Xin Lang Cai Jing·2025-11-21 02:09Core Points - On November 21, Ashi Innovation fell by 5.11%, trading at 36.01 CNY per share, with a total transaction volume of 84.0024 million CNY and a turnover rate of 2.02%, resulting in a total market capitalization of 5.517 billion CNY [1] - Ashi Innovation, established on October 29, 2002, and listed on September 26, 2017, specializes in the research, production, and sales of various PVD coating materials, with revenue composition as follows: sputtering targets 42.65%, evaporation materials 31.64%, alloy and metal materials 22.47%, and others 3.24% [1] Shareholder Analysis - According to data, a fund under Guorong Fund is among the top ten circulating shareholders of Ashi Innovation. Guorong Rongsheng Longtou Selected Mixed A (006718) entered the top ten shareholders in the third quarter, holding 583,600 shares, accounting for 0.51% of circulating shares, with an estimated floating loss of approximately 1.1322 million CNY today [2] - Guorong Rongsheng Longtou Selected Mixed A (006718) was established on May 29, 2019, with a latest scale of 133 million CNY. Year-to-date return is 6.08%, ranking 6425 out of 8136 in its category; the one-year return is 1.2%, ranking 7627 out of 8056; and since inception, the return is 103.3% [2] Fund Management - The fund manager of Guorong Rongsheng Longtou Selected Mixed A (006718) is Zhou Desheng. As of the report date, Zhou has served for 5 years and 257 days, with total fund assets of 765 million CNY. The best fund return during his tenure is 74.62%, while the worst return is -37.66% [3] Fund Holdings - Data indicates that Guorong Fund's Guorong Rongsheng Longtou Selected Mixed A (006718) has a significant holding in Ashi Innovation, with 583,600 shares, representing 3.54% of the fund's net value, ranking as the tenth largest holding. The estimated floating loss today is approximately 1.1322 million CNY [4]