Xin Lang Cai Jing·2026-01-07 06:34Group 1 - The core viewpoint of the news is the performance and market position of Huahong Semiconductor, which saw a stock price increase of 5.1% to 125.98 CNY per share, with a total market capitalization of 218.7 billion CNY [1] - Huahong Semiconductor specializes in wafer foundry services with a focus on specialty processes, including embedded/non-volatile memory, power devices, analog and power management, and logic/RF [1] - The company's revenue composition is primarily from integrated circuit wafer foundry services (94.60%), with minor contributions from other services (4.78%) and rental income (0.62%) [1] Group 2 - Huabao Fund has a significant holding in Huahong Semiconductor, with its fund "Huabao Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index Initiation A" (021224) holding 187,500 shares, representing 2.49% of the fund's net value [2] - The fund has achieved a year-to-date return of 6.08% and a one-year return of 81.35%, ranking 440 out of 5488 and 221 out of 4192 respectively in its category [2] - The fund manager, Chen Jianhua, has a tenure of over 13 years, with the fund's total asset size at 27.702 billion CNY and a best return of 175.25% during his management [3]