Thinkon Semi(SH:688233) Xin Lang Cai Jing·2026-01-08 02:05Group 1 - The core point of the news is that ShenGong Co., Ltd. experienced a decline of 5.02% in its stock price, reaching 77.88 yuan per share, with a trading volume of 287 million yuan and a turnover rate of 2.12%, resulting in a total market capitalization of 13.263 billion yuan [1] - ShenGong Co., Ltd. is located in Jinzhou, Liaoning Province, and was established on July 24, 2013. The company was listed on February 21, 2020, and its main business involves the research, production, and sales of semiconductor-grade single crystal silicon materials [1] - The revenue composition of ShenGong Co., Ltd. includes silicon components at 53.86%, large diameter silicon materials at 44.37%, with 16-inch and above at 24.07% and below 16-inch at 20.30%, and semiconductor large-size silicon wafers at 1.44%, with other contributions at 0.33% [1] Group 2 - From the perspective of the top ten circulating shareholders, Huaxia Fund has one fund among them, specifically the Huaxia SSE STAR Market Semiconductor Materials and Equipment Theme ETF (588170), which entered the top ten circulating shareholders in the third quarter, holding 771,000 shares, accounting for 0.45% of the circulating shares [2] - The Huaxia SSE STAR Market Semiconductor Materials and Equipment Theme ETF (588170) was established on March 24, 2025, with a latest scale of 2.79 billion yuan, and has achieved a return of 16.18% this year, ranking 8th out of 5493 in its category, with a cumulative return of 74.58% since inception [2] Group 3 - The fund manager of the Huaxia SSE STAR Market Semiconductor Materials and Equipment Theme ETF (588170) is Yang Siqi, who has been in the position for 1 year and 212 days, with the total asset scale of the fund at 11.248 billion yuan. The best fund return during the tenure is 51.66%, while the worst return is -3.79% [3]