Lion(SH:605358) Xin Lang Cai Jing·2025-11-21 02:43Core Viewpoint - The stock price of Lian Micro has experienced a decline of 7.32% over the past three days, closing at 29.58 CNY per share with a market capitalization of 19.859 billion CNY [1]. Company Overview - Lian Micro Electronics Co., Ltd. is located in Hangzhou Economic and Technological Development Zone, Zhejiang Province, and was established on March 19, 2002. The company went public on September 11, 2020 [1]. - The main business areas include semiconductor wafers, semiconductor power devices, and compound semiconductor RF chips. The revenue composition is as follows: semiconductor wafers 66.96%, semiconductor power device chips 25.09%, compound semiconductor RF and optoelectronic chips 7.12%, and others 0.83% [1]. Shareholder Information - The Guotai Fund's ETF, Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF (159516), has entered the top ten circulating shareholders of Lian Micro, holding 5.6803 million shares, which is 0.85% of the circulating shares. The estimated floating loss today is approximately 8.8612 million CNY, with a total floating loss of 13.9734 million CNY over the three-day decline [2]. - The Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF was established on July 19, 2023, with a latest scale of 8.299 billion CNY. Year-to-date returns are 41.2%, ranking 730 out of 4208 in its category, while the one-year return is 24.11%, ranking 1564 out of 3972 [2]. - The fund manager, Ai Xiaojun, has a tenure of 11 years and 316 days, managing total assets of 169.029 billion CNY, with the best fund return during his tenure being 259.2% and the worst being -46.54% [2].