TECNON(SZ:300650) Xin Lang Cai Jing·2025-11-21 02:12Group 1 - The core viewpoint is that Tai Long Co., Ltd. has experienced a significant decline in stock price, dropping 5.17% on November 21, with a cumulative drop of 11.92% over three consecutive days [1] - As of the report, the stock price is at 16.89 yuan per share, with a total market capitalization of 3.687 billion yuan and a trading volume of 78.6178 million yuan, indicating a turnover rate of 2.68% [1] - The company's main business includes semiconductor distribution (84.92% of revenue), commercial lighting (9.64%), LED displays (4.26%), optical signs (0.80%), and other sources (0.38%) [1] Group 2 - From the perspective of fund holdings, only one fund under China Merchants Asset Management has a significant position in Tai Long Co., Ltd., specifically the China Merchants Asset Management Zhida Quantitative Stock Mixed Fund A (021692), which holds 11,800 shares, accounting for 1.18% of the fund's net value [2] - The fund has incurred a floating loss of approximately 10,900 yuan today, with a total floating loss of 28,400 yuan during the three-day decline [2] - The fund has achieved a year-to-date return of 32.58%, ranking 2173 out of 8136 in its category, and a one-year return of 31.26%, ranking 1904 out of 8056 [2] Group 3 - The fund manager of the China Merchants Asset Management Zhida Quantitative Stock Mixed Fund A is Fan Wanli, who has been in the position for 1 year and 59 days [3] - Under his management, the fund's total asset size is 88.4458 million yuan, with the best return during his tenure being 34.21% and the worst being 8.85% [3]