南大光电股价涨5.14%，国泰基金旗下1只基金重仓，持有727.04万股浮盈赚取1621.29万元

Group 1 - Nanda Optoelectronics experienced a stock price increase of 5.14%, reaching 45.65 CNY per share, with a trading volume of 1.179 billion CNY and a turnover rate of 4.07%, resulting in a total market capitalization of 31.551 billion CNY [1] - The company, Jiangsu Nanda Optoelectronics Materials Co., Ltd., was established on December 28, 2000, and went public on August 7, 2012. It specializes in the production, research, and sales of advanced electronic materials, with applications in integrated circuits, flat panel displays, LEDs, third-generation semiconductors, photovoltaics, and semiconductor lasers [1] - The revenue composition of Nanda Optoelectronics includes specialty gas products at 60.95%, precursor materials (including MO sources) at 27.80%, other products at 7.02%, and additional items at 4.23% [1] Group 2 - The Guotai Fund's Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF (159516) entered the top ten circulating shareholders of Nanda Optoelectronics in the third quarter, holding 7.2704 million shares, which is 1.11% of the circulating shares, with an estimated floating profit of approximately 16.2129 million CNY [2] - The Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF (159516) was established on July 19, 2023, with a current scale of 8.299 billion CNY. It has achieved a year-to-date return of 47.6%, ranking 530 out of 4,197 in its category, and a one-year return of 40.75%, ranking 651 out of 4,152 [2] - The fund manager of the Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF is Ai Xiaojun, who has a total tenure of 11 years and 347 days, managing assets totaling 169.029 billion CNY, with the best fund return during his tenure being 276.01% and the worst being -46.54% [3] Group 3 - The Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF (159516) increased its holdings in Nanda Optoelectronics by 4.1154 million shares in the third quarter, bringing the total to 7.2704 million shares, which constitutes 3.8% of the fund's net value, making it the seventh-largest holding [4]