UCAP(SH:688228) Xin Lang Cai Jing·2025-12-25 02:42Core Viewpoint - On December 25, Kaipu Cloud's stock fell by 5.25%, closing at 206.00 yuan per share, with a trading volume of 265 million yuan and a turnover rate of 1.81%, resulting in a total market capitalization of 13.915 billion yuan [1] Company Overview - Kaipu Cloud Information Technology Co., Ltd. is located in Dongguan City, Guangdong Province, and was established on April 17, 2000, with its listing date on March 27, 2020 [1] - The company's main business involves providing internet content service platform construction, operation, and maintenance, as well as big data services for various levels of government agencies, large and medium-sized enterprises, and media units [1] - The revenue composition of the main business includes: Intelligent Source 49.34%, AI Large Model and Computing Power 20.04%, AI Content Security 15.37%, Smart Government and Others 15.13%, and Others 0.12% [1] Shareholder Information - Among the top ten circulating shareholders of Kaipu Cloud, a fund under E Fund, specifically E Fund Supply-side Reform Mixed Fund (002910), entered the top ten in the third quarter, holding 370,100 shares, which accounts for 0.55% of the circulating shares [2] - The estimated floating loss for this fund today is approximately 4.223 million yuan [2] - E Fund Supply-side Reform Mixed Fund was established on January 25, 2017, with a latest scale of 3.119 billion yuan, achieving a year-to-date return of 50.02% and a one-year return of 46.54% [2] Fund Performance - The fund manager of E Fund Supply-side Reform Mixed Fund is Yang Zongchang, who has been in the position for 6 years and 249 days, with a total asset scale of 3.174 billion yuan [3] - During Yang's tenure, the best fund return was 307.96%, while the worst was -17% [3] Top Holdings - E Fund Keshun Fixed Opening Mixed Fund (LOF) (161132) also holds a significant position in Kaipu Cloud, with 14,300 shares, representing 4.08% of the fund's net value [4] - The estimated floating loss for this fund today is approximately 163,300 yuan [4] - E Fund Keshun Fixed Opening Mixed Fund was established on October 26, 2018, with a latest scale of 71.9588 million yuan, achieving a year-to-date return of 41.24% [4] Fund Manager Information - The fund manager of E Fund Keshun Fixed Opening Mixed Fund is Zhang Xiaoyu, who has been in the position for 2 years and 295 days, with a total asset scale of 913 million yuan [5] - During Zhang's tenure, the best fund return was 33.36%, while the worst was 21.06% [5]