NATA OPTO-ELECT(SZ:300346) Xin Lang Cai Jing·2026-01-15 03:14Group 1 - The core point of the article highlights the significant increase in the stock price of Nanda Optoelectronics, which rose by 5.18% to 59.92 yuan per share, with a trading volume of 3.015 billion yuan and a turnover rate of 7.92%, resulting in a total market capitalization of 41.414 billion yuan [1] - Nanda Optoelectronics, established on December 28, 2000, and listed on August 7, 2012, is a high-tech enterprise engaged in the production, research, and sales of advanced electronic materials, with applications in integrated circuits, flat 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 - From the perspective of major circulating shareholders, the Guotai Fund's ETF, 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 21.4476 million yuan [2] - The Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF (159516) was established on July 19, 2023, with a latest scale of 8.299 billion yuan, achieving a year-to-date return of 17.06%, ranking 190 out of 5525 in its category, and a one-year return of 79.13%, ranking 258 out of 4208 [2] - The fund manager of the Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF is Ai Xiaojun, who has a cumulative tenure of 12 years and 6 days, with a total asset scale of 1690.29 billion yuan, achieving the best fund return of 286.65% and the worst return of -46.54% during his tenure [3] Group 3 - The Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF (159516) has 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]